Exporting and Re-Importing GRC Objects
HOPEX GRC enables you to exchange data via a specific import/export Excel template.
You can:
export GRC 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 GRC 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 “GRC 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 GRC objects from a list
*To be able to use the Excel template specific to GRC in object lists, you must first activate an option.
To activate the option enabling to use of the GRC-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.
An .xls file opens. You can save it if you wish.
Importing GRC Objects
You can manually modify the GRC objects in a previously-generated Excel file, then re-import them into HOPEX.
*You may also download a GRC-specific Excel template from the Excel import wizard.
To import objects from an Excel file to HOPEX GRC:
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 Data Import via Excel.