Configuration data project

A data project or configuration data project contains configured data entities, their source data format (Excel, CSV, and XML), mapping, and default processing options (execution sequence or dependency). Configuration data packages are created by using the data import and export projects in the Data management workspace. Data projects support the following scenarios:

  • Export of configurations: Create configurations of entities and use the data management framework to export them to a package
  • Import of configurations: Upload a configuration package and use the data management framework to import the package

To export data packages, you simply click on the Export tile in the data management workspace, which opens the configuration data project page, as shown in the following screenshot. You can name the project and add entities to create the data project:

As shown earlier, in the enhanced view there are a number of ways that can be leveraged to add data entities in your export data project, as follows:

  • Add one entity: Enter the first part of the name of the entity until it appears in the lookup.
  • Add multiple entities: Enter any part of the entity name, use the lookup for the module, enter any part of the tag name, or use the lookup for the entity category to show a list of entities. Press Tab to move the focus away from the Lookup field and activate the filter. In the grid, select the entities to add.
  • Add a file: Browse to a file that contains a name that matches the name of an entity and a file name extension that matches the file name extension that is in your data sources.
  • Add a template: Select from a list of templates that you've loaded in your instance.
  • Open in Excel: Another option is open in Excel to edit and publish it back.

After you have added the list of entities in your configuration and sequenced them, you can click on the Export button to export the data project and create a data package. During the export, you can see the execution history of the data project, as follows:

After the export is completed, you can download the packages locally by clicking the Download Package button.

Once the configurations are exported in a data package, they can be imported in another company or environment. The following screenshot shows the setup of such an import type:

As you learned, exporting a data project generates the output as a data package, which we will be explaining in the next section.

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