Importing Attachments from excel on to Agile PLM (A9)

We have an excel sheet, which contains Product details along with attachments in the form of URL. This URLs needs to be imported on to Attachments Tab of Items.

When an import of items is initiated, there will be mapping window for mapping the attributes between excel and agile PLM. Here in, I dont see a mapping for the attributes under Attachments Tab. So i was unable to import the URLs on to A9.

Kindly suggest me the way to import the attachment URLs

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3 Answer(s)

You will need to use the FileLoad tool for attachments rather than Import.  
First Import the items from excel to get them created/updated and then use FileLoad to mass upload the attachments to those items.  

This involves creating an index file in a particular format so the system knows where to locate the attachements, what type of attachment it is, and what Agile object/rev to attach it to.

The general File index structure is as follows:
ObjectType, PrimaryKey, SecondaryKey, Path/Filename, AttachType, Description,[attrib1,=”value1″,attrib2=”value2″…]<CR>
Example:
Item,P0001,,http://www.oracle.com,URL,Description=”Fileload,Test”,Text01=”Test_Fileload_Text”<CR>

I’d definitely recommend reading the Using FileLoad section in the “Agile PLM – Import/Export User Guide” thoroughly if you are not familiar with the process.  It is not overly complicated, but it does require some particular planning and preparation. 

Agile Angel Answered on May 23, 2016.

Hi Dannypitt,

I was able to import the Items on A9, but in Java Client the button FileLoad is disabled, Tools>>FileLoad.
Similarly in WebClient, unable to see the FileLoad under Tools>>Mysettings>>FileLoad.

Is there any configuration that needs to be bought in order to enable FileLoad on Java Client and WebClient.

The attached screen shot describes the scenario

RE: Importing Attachments from excel on to Agile PLM (A9)

on May 26, 2016.
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Hi Dannypitt,

I was able to import the Items on A9, but in Java Client the button FileLoad is disabled, Tools>>FileLoad.
Similarly in WebClient, unable to see the FileLoad under Tools>>Mysettings>>FileLoad.

Is there any configuration that needs to be bought in order to enable FileLoad on Java Client and WebClient.

The attached screen shot describes the scenario

Agile User Answered on May 26, 2016.

You will need to have the FileLoad privilege associated to you user account in order to access it from the Tools menu in either client.  You will also need the same privileges that would allow you to modify the objects directly in the Agile clients.

on May 26, 2016.
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You need to have the ‘FileLoad’ privilege associated to you user account in order to access it from the Tools menu in either client.  You will also need the same privileges that would allow you to modify the objects’ attachements directly in the Agile clients.

Agile Angel Answered on May 26, 2016.

Thanks DannyPit,

I could able to import attachments and URLs using FileLoad

on June 3, 2016.
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