Importing and Exporting Matrices

Accolade provides Administrators and Process Designers the ability to export matrices from one Accolade environment and import it into another Accolade environment. For example, your company may have a test environment set up during your implementation, or you may have company branches that are new to Accolade that are hosted in a separate environment. Instead of having to recreate matrices in each environment, download the information and import it into the new environment.

The download exports the matrices configuration into a spreadsheet file with the information grouped into the following tabs within the file:

• Details
• Metrics
• Models
• Access Groups

To export matrices:

1. From the System menu, select Content Sources > Matrices.
2. Select the matrices that you want to download.

To narrow the list by matrix name or system name, add the criteria to filter by in the appropriate filter text box. These filters are case insensitive.

To narrow the list by category, select a category to display in the Category list. To download all matrices, select All.

3. Click Download in the top right corner of the page.

By default, the file exports automatically to a temporary internet files directory. Save it to a more accessible location.

Note:  Only components to which you have view and/or edit configuration access group rights will download. Components you can only view may be included in the file, but you can only upload changes to areas to which you have explicit edit permission.

To import matrices into Accolade:

1. Ensure the data within the spreadsheet meets the requirements for a successful import.
2. Remove any matrices that you do not want to include in the upload from the spreadsheet and save the file.
3. From the System menu, select Content Sources > Matrices.
4. Click Upload in the top right corner of the page.
5. Click Load File and select the spreadsheet file to load.
6. Click Upload File.

Accolade uploads the changes to the matrices in the spreadsheet, and adds any new matrices with unique system names.

7. (Optional) Click Print to print the import results for your records.

Note:  Components that are imported are subject to group configuration rules. The user may assign components in a way that the configuration access groups are not consistent. This behavior is not allowed in the UI, and mismatches in either the user's access rights or the component's access group restrictions may result in warning or error messages during the upload, and may result in an incomplete upload.

Matrix Settings Included in the Spreadsheet File

The columns in the downloaded spreadsheet include the settings for each matrix in the order listed below. For a description of each matrix setting, see Creating Matrices.

Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing Importing and Exporting Configuration Components Best Practices before making changes in a production environment.

• Details

   

  Column Name	Accepted Values on Upload*	Additional Notes
  Matrix System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a matrix exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new matrix is created.
  Matrix Name	Any	If blank, the matrix does not upload.
  Description	Any	Can be blank.
  Category	Alphanumeric characters	If a new, unique category name exists in the file when uploaded, a new category is created. If left blank, the matrix is placed in the Default category.
  Order	Any number	The field is set to 0 on upload if no value is entered or the value is not a number.
  Active	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Available to Reporting	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Portfolio Optimizer	Not Available Reporting Only Edit	If blank, the matrix does not upload.
  Available to BI	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload. The workflow cannot be deleted if in use.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Metrics

   

  Column Name	Accepted Values on Upload	Additional Notes
  Matrix System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a matrix exists, its settings are changed with the values in the uploaded file.
  Metric System Name	Valid metric system name	If blank, the metric does not upload.
  Category	The metric's category	If blank, the metric does not upload.
  Data Type	The metric's datatype	If blank, the metric does not upload.
  Unique	Yes, Y, True, 1, X*	All other values are treated as No on upload. Multi-select lists and calculated metrics within the matrix cannot be set as unique.
  Portfolio Header Columns	Any number	Can be blank.
  Filterable	Yes, Y, True, 1, X*	All other values are treated as No on upload.
  Portfolio Optimizer Filter Values	Valid list value for the metric	Separate each filter value with a pipe ( | ) character.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Models

   

  Column Name	Accepted Values on Upload*	Additional Notes
  Matrix System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a matrix exists, its settings are changed with the values in the uploaded file.
  Model	Valid process model system name	If blank, matrix does not upload.
  Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Access Groups

   

  Column Name	Accepted Values on Upload	Additional Notes
  Matrix System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a matrix exists, its settings are changed with the values in the uploaded file.
  Access Group	Valid access group system name	Include a separate row for each access group.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).