1. IBM Global Services © 2010 IBM Corporation RTC Work Item Importing Anoop Chathoth/India/IBM@IBMIN

2. IBM Global Services © 2010 IBM Corporation Objective  The following slides gives you a step by step instructions on how to import work items into RTC from comma separated value (csv) files.  Even though ‘Import of Work Items from CSV’ is a single step process from RTC Client, in order to make all the work items that gets imported properly fit in to the process template designed for your project, we need to evaluate the excel file provided by end users thoroughly. We will have to alter few of the columns to accommodate it properly to RTC. 22015/10/6

3. IBM Global Services © 2010 IBM Corporation 32015/10/6 Process Involved 1.End users will be providing the work item list in an excel sheet.Add/Modify any work item types. 2.Verify the column values to match that of RTC. 3.Make sure that all the mandatory field for a particular work item type is populated with values in excel sheet. 4.After ensuring all the columns have properly filled, convert the excel file to.csv file. 5.Open RTC Client and connect to the Project Area into which work Items need to be imported. 6.Open the Import Wizard and choose ‘Work Items from CSV’ to proceed with the import. 7.After the import, need to verify in the Project Area whether all the work items have got imported properly.

4. IBM Global Services © 2010 IBM Corporation 42015/10/6 Verify the sample excel sheet as shown below:

5. IBM Global Services © 2010 IBM Corporation 52015/10/6 Verify all the column values in RTC

6. IBM Global Services © 2010 IBM Corporation 62015/10/6 Verification Guidelines -1

7. IBM Global Services © 2010 IBM Corporation 72015/10/6 Verification Guidelines -2

8. IBM Global Services © 2010 IBM Corporation 82015/10/6 Format the worksheet to make it fit for RTC import We have to now focus on few column values in the spreadsheet that need to be formatted so as to fit into RTC during import.

9. IBM Global Services © 2010 IBM Corporation 92015/10/6 Planned For Value

10. IBM Global Services © 2010 IBM Corporation 102015/10/6 Filed Against Value

11. IBM Global Services © 2010 IBM Corporation 112015/10/6 Date Attribute

12. IBM Global Services © 2010 IBM Corporation 122015/10/6 excel sheet in csv (comma separated value) format

13. IBM Global Services © 2010 IBM Corporation 132015/10/6 CSV Import through RTC Client

14. IBM Global Services © 2010 IBM Corporation 142015/10/6 Using the ‘Import’ wizard

15. IBM Global Services © 2010 IBM Corporation 152015/10/6 Options to be chosen from the import wizard

16. IBM Global Services © 2010 IBM Corporation Importing into remote repository 162015/10/6

17. IBM Global Services © 2010 IBM Corporation Completion of import operation 172015/10/6

18. IBM Global Services © 2010 IBM Corporation Verify the ‘Import’ operation. 182015/10/6

19. IBM Global Services © 2010 IBM Corporation 192015/10/6 Reference RTC on Jazz.net Forum: http://jazz.net/forums/ https://jazz.net/library/article/522 My sincere thanks go to my colleague, Mrs Gayathri Vikraman for the guidance, encouragement and support provided during the testing of this feature.

20. IBM Global Services © 2010 IBM Corporation 202015/10/6