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AX2428

Managing imports

Imports can be created, edited, or deleted by using the Imports menu in the Administration group of the Axiom tab. You can also manage imports using the Explorer task pane or Axiom Explorer.

NOTE: Only administrators and users with the Administer Imports security permission can create imports. Other users may be granted access to execute and/or edit specific imports, as defined on the Files tab of Security.

For details on executing an import, see Executing import utilities.

Creating an import

1. On the Axiom tab, in the Administration group, click Imports > Create New Import.

2. In the Create New Import dialog, select one of the following and then click OK.
   • Create from scratch (default): Create a new import starting with blank import settings.
   • Create from existing: Create a new import by copying an existing import. If you select this option, then select the import that you want to copy from the list in the bottom of the dialog.

3. In the Import Wizard dialog, complete the settings on each tab as appropriate.

   For details on specific import settings, see Import Wizard.

   If you chose to copy an existing import, that import's settings are copied into the Import Wizard, and the import is named "Copy of ImportName." Edit these settings as appropriate for the new import.

   You can move between tabs in any order, however, before you can save the import, all required settings must be completed and no invalid settings must be present. If errors exist, an error message displays at the bottom of the dialog; you can click the error link to be taken to the tab with the error.

4. When you are finished completing the settings and no errors exist, click OK to save the import.

5. In the Save As dialog, navigate to the folder where you want to save the import, then click Save. By default, the import will be saved to the root of the Imports Library. You can create a new sub-folder from this dialog if desired (and if you have the appropriate permissions).

Once an import has been created, it becomes available on the Imports menu to be executed, edited, or deleted. Imports are listed in alphabetical order based on the import name.

Editing an import

To edit the settings for an existing import, click Imports > ImportName > Edit.

The Import Wizard opens. You can change any import settings as desired, including the name of the import which displays on the Imports menu.

NOTE: When editing an import, you can use the Save As button to save the current import as a new import file. If you have read-only rights to the import, then the Save As button is the only save option available.

Deleting an import

To delete an import, click Imports > ImportName > Delete.