Data Exchange Capabilities
Generate Objects from Data Imported from Excel and XML
Information held in other tools (such as Proforma, Casewise,
Systems Architect etc.), can be used to automatically create new
objects in iServer. Using Excel Spreadsheets or XML data source
formats, existing information can be regenerated for use in Visio
models or can simply appear as a process, start-point or a role in
a process catalog or list. By aligning imported data to Visio Shape
Masters (notations), new shapes are created which are ready for
immediate use. Data Exchange is provided with a simple wizard to
walk users through the import process, no complex coding or data
configuration necessary. Extensive options in the wizard can
control the information being imported so a definitive list of
content such as role or systems inventories can be maintained.
Import Relationship and Meta Data Held in Excel / XML
New or existing process information held or created in iServer
can be enriched by importing meta-data and relationships from an
Excel spreadsheet or XML data source. Examples of imported data
include process to role information, process to system details,
RACI summaries and cost and throughput metrics.
Bulk re-use of imported Objects
Rapidly and easily create new diagrams and deliverables by
re-using groups of imported objects using the shape explorer tool
and relate them to other aspects of the Process work.
Synchronization with External Data Sources (Master Data
Management)
If a single tool is used as the master storage point for all
system artifacts, but the rest of the process content is managed in
iServer, it is necessary and useful to reflect the systems within
iServer - they need to be related to other process content- but a
simple one-off import is insufficient. Firstly, because the other
tool is the chosen storage point for systems, and secondly because
the imported copy would quickly become out of date. Therefore
iServer Data Exchange provides a synchronization mechanism, where
process content (such as systems or roles) can be imported as
read-only, and periodically updated to reflect changes made in the
other tool.
Bulk Data Refresh, Synchronization and Scheduling
Schedule automatic bulk updates of imported objects and their
meta-data from the master data store in order to ensure consistency
and data alignment of your process content. Various options are
available to control the frequency, timing and requests or
notification of the update or refresh made.
Manage imported Objects
List, sort and manage imported objects, restrict editing (if
synchronizing with a master data store), delete and purge options.
Also you can specify import settings that will determine how
updates and conflicts are handled.
