Updating Validation Values

If you need to update validation values, you start by making your changes to a spreadsheet of validation values that you download using the Data Migrator, and then you import the updates into APM with the Data Migrator. You can use the Data Migrator to update changes to validation values that include the following:

• Changing the values in a validation

• Changing the sequence of values within a validation

• Adding values to a validation

• Disabling and enabling values

To update validation values:

1. Download the validations containing the values you want to update. For instructions for downloading validation values, see Download validation values.

2. Make the necessary changes to the spreadsheet, save it, and leave it open.

3. Access the Select an Action to Perform dialog box. For instructions, see Connecting to the PPM Server using the Data Migrator Wizard (for Validation-Related Tasks).

4. Click the Update Records icon to update validation values.

   The Map Attributes to Columns dialog box opens.

5. Review the preconfigured entries in this dialog box. If you need to make changes, go to the next step. If the default settings are correct, go to step 12.

6. To the right of the Column Header Row field, click the selection icon ().

   The Select a Row dialog box opens.

7. In the spreadsheet, click a cell in the row that contains the column headings.

   The identifier for the cell you clicked is entered in the Please select the row for field headers field in the Select a Row dialog box.

8. Click OK.

   The Select a Row dialog box closes, and the number of the selected row is displayed in the Column Header Row field. The headings from the row you selected—with the letter identifying the column they are in as the prefix—are added to the options available in the Validation ID list. The headings are also displayed in the Validation Name list and the Attribute Mapping Spreadsheet list.

9. From the Validation ID list, select the column that contains the IDs that were assigned to the validations by PPM when they were created.

10. From the Validation Name list, select the column that contains the names of the validations.

11. Manually map any unmapped columns in the Attribute Mapping Spreadsheet list to the attributes in the User Data list.

    You are only required to map the columns in which the values have changed.

    For additional information about mapping columns to attributes, see step 9.

12. Click Next.

    The Upload Options dialog box opens showing the first row number of each validation in the spreadsheet, the validation name, validation ID, and whether or not the validation is valid.

13. Select or clear the checkboxes as necessary so only the validations that you want to update are selected. To clear the selected checkboxes, click Uncheck All. To select the checkboxes for all the fields, click Check All.

14. Click Advanced Options to configure additional settings. To cancel any changes you make to the Advanced Options dialog box, click Cancel.

    • In the Coloring box, select the colors from the Highlight Success and Highlight Failed fields that the Data Migrator uses in the spreadsheet to show the status of the entities after the update is completed.

      • To change a color, click the Color button and select a new color.

      • To define custom colors, click Define Custom Colors in the Color dialog box.

      By default, validations that are updated successfully are highlighted in light green and validations that were not updated are highlighted in light red.

    • In the Concurrency box, select the maximum number of concurrent threads—up to 20—from the Maximum Threads drop-down list. When you configure this field, consider the performance objectives for your environment. Setting this field to a higher number could improve throughput but might also put more of a load on your PPM Server. The default value is 5.

    Note: The settings in the Data Handling box are ignored when you update validations.

    When you are finished, click OK to save your changes and close the dialog box.

15. Click Next.

    Caution: If you click Cancel before the process is completed, only some of the data might be updated. For more information, see Cancelling a Download, Create, or Update Process.

    The Data Migrator attempts to validate and update the selected validations. This could take several minutes. When the process is complete, the message Update Validations... Done! and a summary of the results of the update are displayed.

16. Review the summary information. Towards the top of the dialog box, <N> of <N> is displayed (where <N> represents the number of validations). This indicates the number of validations—out of the total number of validations you selected for updating—that were processed (successfully or not).

    Statements such as the following might also be displayed:

    • <N> records successfully updated. <N> validations were updated successfully.

    • <N> records failed to update. <N> validations were not updated.

    • <N> records pass pre-validation. <N> validations were validated.

    • <N> records do not pass pre-validation. <N> validations contained errors and were not validated.

17. If the update was not successful, click View Log to view information about any errors that were reported. For instructions for using the information in the log file to fix the errors, see Viewing the Detail Log and Fixing Logged Errors.

18. When all of the validations are updated successfully, click Finish.

    The Data Migrator closes.

19. Save the spreadsheet.