Creating header files

You can use Data Integrator to create a Header File for a non-hierarchical or hierarchical module.

1. From the main navigation bar, select Tools > Administration > Data Integrator.
2. Select the module with the business object that the Data Integrator must associate with the file. The field shows all defined modules.
3. Select the business object that the Data Integrator must associate with the file. The field shows all published business objects in the selected module.
4. Select the form (GUI) to be associated with the records in the file. The field shows all published forms for the selected business object.
   During upload, it is possible that there is no existing record for the selected form for a specific publish name. But if there is another record with the same publish name with another form, the uploaded data is appended to the existing record even though it has a different form.
5. Select Create Header.
6. Review the Display Columns screen that appears. It contains a check box for every field in the selected business object or form.
7. Select the fields that you want. As you click a check box, the system adds the name of the corresponding field to the Column Order box in the upper right.
   Be sure to include all elements of the Publish Name and all required fields. By default, the fields in the Column Order section are shown in the order in which they are selected. The sequence in the Column Order section is the order that the fields are displayed in the Header File.
8. To change the sequence of fields, click to select the name of the field and click the up arrow or down arrow to position the field.
9. When the list of fields in the Column Order section is complete and the fields are in the correct sequence, select Export.
10. Select Save.
11. Select the destination on your local computer. Although Data Integrator gives the file a .csv extension, the file is technically generated in .htm format. Change the file name extension from .csv to .htm, change Save as type to All Files, and select Save.
12. Find and open the saved file in Microsoft Excel. Notice that the field names you chose are in the first row of the form.
13. If this Header File is for a hierarchical module, type the key word Parent in the first unoccupied cell on the first row. If this Header File is for a non-hierarchical module, skip this step.
    1. The Parent column contains the full path of the uploaded record’s parent. You must enter the full path of the Parent business object for Data Integrator to find the parent and append the new child record in the hierarchy tree.
    2. Always include the full path of the Parent business object, including the first backslash (\). But do not put a slash (\) at the end of the Parent path.
14. Enter your data into the appropriate columns. If you are not entering data directly into a Header File, skip this step.
    1. Change all cells in your Microsoft Excel spreadsheet to Text format. With this setting, you can enter any value and avoid the conversion formatting of your data. Select the cell in the upper left corner (above the 1 and to the left of A), which selects the entire spreadsheet. Then, select Format > Cells > Text > OK.
    2. List and Classification values must match exactly in both spelling and case.
15. Save the file as a tab-delimited .txt file. Verify that the file name ends in .txt and that the Save as type is Text (Tab delimited)(*.txt).
16. Select Yes.