Loading a demo database and related files is a simple task any user with a basic knowledge of GlobalSearch can perform. The tasks outlined here are often put into real world practice when customers are looking to add database components from the SDN into their GlobalSearch environment. The import data and documents steps outlined here are also commonly used for load bulk data into an environment.
Before you begin, you will need an Administrator account for GlobalSearch. This will allow you to import the necessary database components. The Administrator account is not required for the import document step, but for demonstration purposes a single account is generally used for all tasks.
Preparing For Import
- Before performing any import steps, you will need the document files, and the data files that describe them. For Education Essentials, the data and document package can be downloaded here. This self extracting package will copy the documents and data files to a folder on the computer's C drive. The default path is C:\DATA\EDUDB. For demo setup purposes, it is strongly recommended to leave the default path set here.
- GlobalSearch Extensions is required to perform import data & document operations. Click the puzzle piece icon in the GlobalSearch toolbar.
If you do not already have GlobalSearch extensions installed, you will be prompted to download and install it. If it is installed, you will be taken to the management page for Extensions.
You will need to ensure the IO extension is turned on, indicated by the toggle button pushed right and green as in the image above.
- From the GlobalSearch administration page, click Quick Start.
- Choose the option to Create New Database or Add To Existing Database. Note, a package may only be added to a database once. If you have previously added the package to a database, it will not be available for import a second time.
- Select your existing database, or name your new database.
- In the Solutions Templates windows, select Education Essentials.
- Click continue through the rest of the prompts, then click Save to load the database.
Imports are run for each Archive. The steps are the same, regardless of the Archive you choose.
- From the GlobalSearch database, click the vertical ellipsis menu of the Archive you wish to import into.
If GlobalSearch Extensions is installed and the IO option is enabled, an option for Import Data & Docs will be available. This menu item will not be visible if extensions is not running or IO is not turned on.
- The Import Data & Docs window will open.
- Select a file in the CSV File text box. You will reference one of the CSV data files from the data and docs extract location (c:\data\edudb).
- In the Map CSV Fields section, map the file's data elements to each corresponding field. Note that for the purposes of the demo import, all of the fields are in order with the exception of Filepath. The file path is the last entry in the file.
- Specify an error log location and file in the Error File text box. You can select a file using the folder icon to the right of the text box, but generally it's faster to copy the path (c:\data\edudb) from the CSV File text box, and assign a file name. So Error File may look like: "c:\data\edudb\healthErr.csv". The import files being used have been tested and will not generate any errors, so for the purposes of this exercise, this output can be ignored.
- With the import options complete, the Import button should be enabled. Click import to start the import process.
- Repeat these steps from each Archive you wish to load with sample data.