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Prerequisite

In order to successfully create a new catalogue from a file, RDMP accept only specific files formats: flat file (*.csv, *.txt) or Excel (*.xls).

Flat files are easier to load than Excel (wink)

It is key that the file loaded doesn’t already exist as a catalogue in RDMP. If the new catalogue is specific to a project please rename the file in relevance with the topic, before starting this process.

This process is sensitive to failure due to:

  • Column type incompatibility

  • Fields size capacity

  • …

RDMP system tries its best to cover the errors which can occur at any point of the loading process. Please refer to section - When something goes wrong… of this page for help.

Steps

Step 1: Click on "Catalogues (button)" in RDMP top menu

Step 2: Right click on the folder where the catalogue needs to be created and select “Create new catalogue from file…”

Step 3: Pick the file which contains the catalogue. At this stage the format of the file selected doesn’t matter as long as it is a file which is data compatible. (Excel or flat file).

 Step 4: Fill in the database details

  • UserID / Password (optional): When connecting the database to test if a catalogue can be created in it, the system will use these credentials. If not informed, RDMP will use windows credential by default.

  • Server: by default, the SQL server which has been setup when RDMP has been installed. It can be changed at this stage if another server exists.

  • Database: List of all database on the server.

If the server has been changed, click on  to update the list of databases

Step 5: Select a pipeline

If the file imported is a flat file, select BULK INSERT: CSV Import File.

If the file is in Excel, select: BULK INSERT: Excel File.

 RDMP will automatically display the compatible pipeline to the file selected.

Step 6: once all setup, click on Execute

Step 7: Configure Catalogue items extractability

 Once the catalogue has been imported with success, a new window pops up to configure the level of confidentiality for each item of the new catalogue.

  • Catalogue Name (mandatory): By default, it’s the name of the file and Table create in the database to store data related to the catalogue. It can be changed without impacting the table name

  • Table Name (mandatory): When created the table has been named by the file name. It can be modified at this stage, but it doesn’t change the Catalogue name. Unless necessary, there is no specific reason to change it.

  • Acronym: Used for the metadata catalogue title. It can also be used to name the extracted file / folder, as a way to shorten the name down

  • Description: Used for the metadata catalogue description

  • Project link:

When something goes wrong

……..

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