Steps for Importing From Another SBM Database

To import data from a TeamTrack or SBM database to another SBM database:

  1. Launch the Import Data Wizard. For details, refer to Using the Import Data Wizard.
  2. Create, modify, or execute an Import Option Set. For details, refer to Working With Import Option Sets.
  3. Select a database as your import source. For details, refer to Selecting the Import Data Source.
  4. Connect to the source database from which you want to import data. For details, refer to Connecting to the Import Data Source.
  5. Specify which data you want to import. For details, refer to Specifying SBM Data to Import.
  6. Specify a destination table and project, if applicable, to import data to. For details, refer to Specifying a Destination for Data.
  7. Map fields in the source database to fields in the receiving database or specify constant values for data in imported fields. For details, refer to:
  8. Specify whether previously imported data should be overwritten or left unmodified and whether additional data should be imported with your items. For details, refer to Specifying Additional Import Options for SBM Data Imports.
  9. Save your Import Option Set. For details, refer to Saving Your Import Option Set.
  10. Execute your Import Option Set. For details, refer to Executing Import Options Sets.
  11. Refer to the log file for the Import Option Set you imported. For details, refer to Import Data Log Information.