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HCL Compass 2.0
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  1. Home
  2. Developing

    Learn how to develop schemas by using the HCL Compass Designer.

  3. Developing Schemas

    You can develop or modify schemas with the HCL Compass Designer.

  4. Importing and exporting data

    This topic describes how to import and export data between HCL Compass databases, and how to import data into a HCL Compass database from another defect tracking system.

  5. Importing data into HCL Compass

    This topic provides an overview of the steps required to import data into HCL Compass Web client.

  • Developing

    Learn how to develop schemas by using the HCL Compass Designer.

    • Developing Schemas

      You can develop or modify schemas with the HCL Compass Designer.

      • Understanding the functions of the HCL Compass schema developer

        This topic provides an overview of the tasks typically performed by a schema developer.

      • Overview of the HCL Compass Designer interface

        The HCL Compass Designer includes several different windows, or views, that you will use to perform your schema development tasks.

      • HCL Compass schemas

        This topic explains the concept of a HCL Compass schema.

      • Customizing a schema

        To modify how change requests are handled, you need to use the Designer to customize the records and fields of a schema.

      • Schemas and packages

        This topic explains the concept of using schemas and packages in HCL Compass.

      • Packages and integrations

        This topic explains the concepts of HCL Compass packages and integrations.

      • Working with Forms

        You must create a record form for each record type in your schema. You can also define a submit form for each record type.

      • Creating a security model

        This topic provides an overview of the process to create a security model.

      • Using hooks to customize your workflow

        This topic provides guidelines for using hooks to implement your workflow.

      • Record locking

        When multiple users attempt to simultaneously update a record, the database locking model ensures that the update from each user succeeds as a unit, but each update overwrites the previous update.

      • Customizing the Web

        The Designer provides many ways to customize the underlying schema and functionality that the HCL Compass Web client accesses.

      • Importing and exporting data

        This topic describes how to import and export data between HCL Compass databases, and how to import data into a HCL Compass database from another defect tracking system.

        • Overview of importing and exporting data

          Using the Import and Export wizards, you can move data such as records, history, and attachments from other change request systems and between HCL Compass databases.

        • Adding and removing code page headers from exported files

          You can use the cpheader command to add and remove data code page header information to and from exported queries, charts, reports, report formats, and form files created by using the original HCL Compass Web client Designer.

        • Starting the import process

          This topic explains the process for exporting and importing data in HCL Compass Web client.

        • Testing the import process

          This topic provides an overview of the steps you should follow to test the import process.

        • Creating an import schema

          Before you can import data into a HCL Compass database, you must create an import schema or modify an existing schema to support the data to be imported.

        • Creating a database for imported data

          Before importing data into a HCL Compass database, you must create a user database to hold the imported data and associate this database with the import schema.

        • Creating a HCL Compass import file

          If you are exporting data from an existing HCL Compass database, you can use the Export feature to create the import file.

        • Configuring the Import Tool

          You can customize the behavior of the Import Tool with the Import Tool preference page.

        • Exporting data

          You can export data from a HCL Compass database.

        • Importing data into HCL Compass

          This topic provides an overview of the steps required to import data into HCL Compass Web client.

          • Importing records

            You can import one record type at a time, including the history and attachment information for that record type.

          • Importing duplicate records

            This topic provides guidelines for importing duplicate records.

          • Recovering from import errors

            This topic provides information about how to recover from errors that occur during an import operation.

          • Updating existing records

            This topic provides guidelines for using the Import wizard to make changes to existing records.

Importing data into HCL Compass

This topic provides an overview of the steps required to import data into HCL Compass Web client.

Before importing HCL Compass data into a database, you must complete these tasks:

  • Configuring the Import Tool
  • Creating an import schema
  • Creating a database for imported data
  • Creating a HCL Compass import file or Exporting data from HCL Compass
  • Importing records
    You can import one record type at a time, including the history and attachment information for that record type.
  • Importing duplicate records
    This topic provides guidelines for importing duplicate records.
  • Recovering from import errors
    This topic provides information about how to recover from errors that occur during an import operation.
  • Updating existing records
    This topic provides guidelines for using the Import wizard to make changes to existing records.
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