Importing
Importing a file can load data only (and their associations) or create and change Registries, Attributes and Screens.
In importation data can be both created as changed in INubem.
Importing Registries (and associations between them), Attributes and Screens can be a quick and efficient way to build new systems in INubem. With this feature can be created at once in a single file several Registries related to each other.
 
Permission to import
Any regular user can import data through files if he/she has permission to use a Screen with this function. To give this permission go to the definition of the Screen and choose in the selection list Allow data importation the option Attributes on Screen. A Data Admin can also import data into any Registry.

Figure 1 (Click to enlarge/reduce)
Only a Master or a Data Admin can import new Registries or change them.
Data Import
In the horizontal top menu click on Import. Only the screens with this functionality have enabled this option. Some parameters for the import are requested. Set these parameters before selecting the file.

Figure 2 (Click to enlarge/reduce)
To understand the parameters use the help available on the screen itself. Mouse over each one and see an explanation. Some additional information is given below.

Figure 3 (Click to enlarge/reduce)
TRUE and FALSE: When you import data from a file the Attributes of type Marked / Unmarked expect these exactly values in the cells: TRUE or FALSE. May occur that the cells contains other values (yes/no, Y/N, X, etc.). This parameter indicates what should be interpreted as marked (true) or Unmarked (false) in the file.
Currencies: You can provide the symbols for the import identify the currency type in the file.
Occurrence to build lists: It is a feature that allows you to transform data columns that are repeated into selection list. For example, the abbreviations of States (CA, NY, FL, etc.) can be imported and the acronyms list automatically detected and converted into an Attribute of type List. An Attribute that was originally imported as a text becomes a list, making it easy to use the system.
Texts values in lists: An Attribute of type List can have two values for each element. One of the values is the text that appears in the selection list and the other value is mnemonic associated with that text. In many cases both values coincide, but sometimes may be interesting to work with different values. In a selection list of States, for example, we can let the State name in the text value (California, New York, etc.) and the acronym in the mnemonic (CA, NY, etc.). If the import file contains the acronym it will go smoothly. But if it is necessary to import a file that contains the State's full name check this option can be useful.
Choose the file after you set all the parameters.
Once the file is uploaded an import confirmation screen is displayed. On this screen you can identify the Registries involved (1) (new or existing), Attributes (2) and Screens (3) created or changed. At the bottom of this screen you can see a part of the imported data (4). Click the import confirmation link (5) for it to be effective. You can also cancel the operation (6) with nothing being imported.

Figure 4 (Click to enlarge/reduce)
Import File Format
Currently only it can import files of type Excel Office (.xls or .xlsx). Convert your files into this format before importing.
The spreadsheet must be formatted so that the import process identifies in the cells the Registries and Attributes. This format is detailed in the following sections.
ATTENTION:In the spreadsheets the names of the Registries, Attributes and Screens should be identical to those set out in INubem, including the same letter case (the same uppercase or lowercase). On the other hand, commands, ie, for the parameters and import criteria used in the spreadsheets are indistinct as to case.
Add new data to an existing Registry
To add only new data on a existing Registry the spreadsheet must be formatted with the Registry name as sheet name (1) (not the file name, see below image) and in the first row the cells must contain Attribute names (2).

Figure 5 (Click to enlarge/reduce)
Change existing data in an existing Registry
To change existing data in a existing Registry the spreadsheet must provide a way of identifying the data to be changed. There are two ways to identify it: by its reference or by one of its fields (Attributes) value that is unique (not allow repeated values).
The reference of data can be obtained on their export. It is a unique identification of each datum in the system and can be exported along with it. To import the spreadsheet for reference should contain a column with the Registry name on the first line. The remaining lines of this column must contain the reference (2) of the data. The names of the Attributes (3) must be after the second column.

Figure 6 (Click to enlarge/reduce)
If you want to import new data along with existing data you should provide a "dummy" reference to this data. A dummy reference can be any (one for each line) that can not be mistaken for a real reference. Normally numbers with length smaller than those used in actual reference can play this role.

Figure 7 (Click to enlarge/reduce)
If the data has not been previously exported (ie you do not know the reference) it is necessary that the Registry has at least one Attribute that is unique (does not allow repeated values). The spreadsheet should provide a Import command identifier name attribute (1) with the Registry name (2) in the first column that provides the Attribute (with unique property) that should be employed (3). Below the Registry name (4) the cells must be empty. Note that the Import command is given after the Registry name, separated by semicolons. See the reference of the Import commands for a complete list of all commands.

Figure 8 (Click to enlarge/reduce)
Referencing Registries and their Attributes without using names
The formats we employ before make use of the names of Registries and Attributes to identify spreadsheet columns on import. Another way of referring to them may be using internal INubem references to Registry and Attributes. These references are unique identifiers as are the references of the data. You can check the reerence of each Registry or Attribute consulting an exported spreadsheet, but you can also see this reference in the Edit Registry screen. The following images show where you see references.

Figure 9 (Click to enlarge/reduce)

Figure 10 (Click to enlarge/reduce)
On the spreadsheet Registries and Attributoes references should occupy the first line (1). In this case, in the second row are their names (2). The data should be starting from the third. line (3) .

Figure 11 (Click to enlarge/reduce)
Create a new Registry and optionally add data to it
A spreadsheet can also be used to create a new Registry, with its Attributes and Screens. For this we need to use a standard reference NR (1) to indicate that it is a new Registry and NA (2) to indicate that this is a new Attribute. We use Import commands (3) after the Registry and Attributes names to complement the information.

Figure 12 (Click to enlarge/reduce)
We can merge new Attributes with existing ones in the same spreadsheet. The new Attributes will be created. Put the standard reference NA in the new Attributes (1) together with the existing Attribute references (2). If you want to identify the existing Attribute by name instead of the reference use A in the first row (3). If you want to identify an existing Registry by name use R in the first row (4).

Figure 13 (Click to enlarge/reduce)
Create associations between Registries
If a spreadsheet contains references (and or data) of two or more Registries association between them will be created if they do not exist. In the following figure we see two Registries in the same spreadsheet: Guest (1) and Phone (2). Data from Guest are being imported referencing the unique Attribute Name (3), therefore references in column A are blank (4). Phone does not have a unique field and therefore are being used dummy references (5) on import of its data. Note that data from the first Registry appear repeated (they are three lines to Alice (6), and two to the others (7)). This occurs because Alice has three phones associated with her (6). Others have two phones. This does not mean that Alice is imported three times, but there will be three associations with Alice, which will be imported once. What guarantees that Alice will be imported only once is that the reference to it is repeated in three rows (the Name), indicating that it is the same data. Note that it is not necessary to repeat all the data of the first Registry, but only the column used as a reference because that E-mail and other Attributes can be empty in repeated rows.

Figure 14 (Click to enlarge/reduce)
The Attribute that makes the association (1), of type Other Registry grid (2), will be created, if necessary, in the previous Registry, Guest (3), referencing the associated Registry Phone (4). The name of the Attribute, if not espeficicado by Import Command is equal to the associated Registry. Note that in this case we got an Attribute called Phone referencing a Registry with the same name, so in (1) appears Phone: `Phone. To give a different name, see the Import commands.

Figure 15 (Click to enlarge/reduce)
Import commands can indicate which Registries are associated in a spreadsheet. A Registry must be associated with one another that always appears to the left in the spreadsheet, but not necessarily must be the immediately preceding, as was in this case. The Import command may indicate the Registry name or reference to make the association.