Exporting and Importing IRM Objects
HOPEX IRM enables you to exchange data via a specific import/export Excel template.
You can:
• export IRM objects in the form of en Excel file,
• modify these objects in the generated file
• re-import them to update the repository
For more details, see chapter "Excel Import/Export Wizards" in the HOPEX Common Features guide.Exporting IRM Objects
Using the export wizard from the main menu
To access the Excel Export Wizard and its parameters:
1. From the Main menu, select Export > Excel.
2. Select the “From a template” Export File Mode and click Next.
3. In the Predefined Template File select “IRM Template”.
4. In the Excel Export File field, select the type of file you want to generate (xls or xlsx) and name this file.
5. Click Next to end-up export.
Exporting IRM objects from a list
To be able to use the Excel template specific to IRM in object lists, you must first activate an option.To activate the option enabling the use of the IRM-specific template in a list of objects:
1. In the main menu, select Settings > Options.
2. Expand the folder Data Exchange > Import/Export Synchronization > Tools/Third Party Formats.
3. Select the Excel export: Availability in listviews check box.
To launch the Excel Export wizard from an object list:
1. Access the list of objects of interest from the object library.
2. Select the objects you want to export.
3. Click 
to start export.
to start export.An .xls file opens. You can save it if you wish.
Importing IRM Objects
You can manually modify the IRM objects in the previously-generated Excel One file, then re-import them into HOPEX.
You may also download an Excel template specific to IRM solutions in the Excel import wizard.To import objects from an Excel file to HOPEX IRM:
1. From the Main menu, select Import > Excel.
The import wizard appears in the edit window.
2. Click the Browse button in the Excel Import File section.
3. Indicate the file to be imported.
4. Click Import.
The wizard displays the worksheets and columns detected in the file.
If the file parameters have not been recognized by the wizard, you can enter them in this dialog box.
5. Click Next.
The wizard provides a report of import results.
6. To obtain a detailed report of import errors, click the Open Report button.
The .xls (or .xlsx) file opens indicating in color red the problem data.
The first two lines of an Excel worksheet are reserved for file configuration. Ensure that the first two lines of the imported file remain identical to those obtained after an export.7. Click Finish so that imported data will be visible in HOPEX.
To modify import parameters, click Previous.To discard import, click Cancel.For more details on Excel import, see Using the Excel Import Wizard.