Bulk Upload Reference Guide > Bulk Upload Templates > Organizational Object Templates
  

Organizational Object Templates

Use Organizational object templates to explain the different functions of an organization. Download templates for Organizational objects from Axon to perform a bulk upload.
You can bulk upload the following types of objects:

Business Area

Download the Business Area template to bulk upload business area data to Axon. You can choose to upload a new business area object or update an existing business area object.

Upload New Items

The following table describes the fields of the Business Area template that you can use to upload new items:
Field
Type
Description
Business Area Name
Required
Name of the business area.
Description
Required
Description of the business area.
Parent Business Area
Optional
Parent name of the business area if the business area belongs to a hierarchy.
Axon Viewing
Optional
Whether the business area is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Axon Status
Optional
Status of the business area in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Lifecycle
Required
Stage of the business area in the governance lifecycle.
You can select the following default stages:
  • - Operating
  • - Obsolete
You can also create the lifecycle stages.
User Email
Optional
Email address of the user. Must be unique. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Optional
The role of the user.
You can select the Business Area Head role.
Segment
Optional
The segment to which you want to assign the business area to. This column appears if a SuperAdmin user has created segments in the Admin Panel.

Update Existing Items

The following table describes the fields of the Business Area template that you can use to update existing items:
Field
Type
Description
Business Area ID
Optional
A unique integer that identifies the business area. When you create a business area, Axon automatically generates an ID for the business area.
Business Area Name
Required
Name of the business area.
Description
Required
Description of the business area.
Parent Business Area
Optional
Parent name of the business area if the business area belongs to a hierarchy.
Axon Viewing
Optional
Whether the business area is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Axon Status
Optional
Status of the business area in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Lifecycle
Required
Stage of the business area in the governance lifecycle.
You can select the following default stages:
  • - Operating
  • - Obsolete
You can also create the lifecycle stages.

Capability

Download the Capability template to bulk upload capabilities to Axon. You can choose to upload a new capability or update an existing capability.

Upload New Items

The following table describes the fields of the Capability template that you can use to upload new items:
Field
Type
Description
Reference
Optional
A unique identifier for the capability.
Capability Name
Required
Name of the capability.
Capability Definition
Required
Description of the capability.
Parent Capability
Optional
Name of the parent capability if the capability belongs to a hierarchy.
Parent Ref.
Optional
A unique reference identifier for the parent capability.
Axon Viewing
Optional
Whether the capability is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Classification
Required
Classification of the capability that best describes its purpose.
You can classify the capability as Organizational Capability. You can also create classification types.
Axon Status
Optional
Status of the capability in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Lifecycle
Required
Stage of the capability in the approval lifecycle.
You can select one of the following default stages:
  • - In Effect
  • - Obsolete
You can also create lifecycle stages.
Capability Type
Required
Type of capability that best describes the object. Specify whether the object is a capability or responsibility.
User Email
Optional
Email address of the user. Must be unique. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Optional
The role of the user.
You can select the Capability Owner role.
Segment
Optional
The segment to which you want to assign the capability to. This column appears if a SuperAdmin user has created segments in the Admin Panel.

Update Existing Items

The following table describes the fields of the Capability template that you can use to update existing items:
Field
Type
Description
Capability ID
Optional
A unique integer that identifies the capability. When you create a capability, Axon automatically generates an ID for the capability.
Reference
Optional
A unique identifier for the capability.
Capability Name
Required
Name of the capability.
Capability Definition
Required
Description of the capability.
Parent Capability
Optional
Name of the parent capability if the capability belongs to a hierarchy.
Parent Ref.
Optional
A unique reference identifier for the parent capability.
Axon Viewing
Optional
Whether the capability is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Classification
Required
Classification of the capability that best describes its purpose.
You can classify the capability as Organizational Capability. You can also create classification types.
Axon Status
Optional
Status of the capability in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Lifecycle
Required
Stage of the capability in the approval lifecycle.
You can select one of the following default stages:
  • - In Effect
  • - Obsolete
You can also create lifecycle stages.
Capability Type
Required
Type of capability that best describes the object. Specify whether the object is a capability or responsibility.

Client

Download the Client template to bulk upload client objects to Axon. You can choose to upload a new client object or update an existing client object.

Upload New Items

The following table describes the fields of the Client template that you can use to upload new items:
Field
Type
Description
Client Name
Required
Short name of the client. Enter a name that other Axon users can recognize easily.
Long Name
Optional
Full name of the client.
Description
Required
Description of the client.
Parent Client Name
Optional
Parent name of the client that you want to create.
Lifecycle
Required
Stage of the client in the production lifecycle.
You can select the following stages:
  • - In Production
  • - Obsolete
Axon Status
Optional
Status of the client in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Axon Viewing
Optional
Whether the client is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
User Email
Optional
Email address of the user. Must be unique. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Optional
The role of the user.
Select Client Segmentation Owner.
Segment
Optional
The segment to which you want to assign the client to. This column appears if a SuperAdmin user has created segments in the Admin Panel.

Update Existing Items

The following table describes the fields of the Client template that you can use to update existing items:
Field
Type
Description
Client ID
Optional
A unique integer that identifies the client. When you create a client, Axon automatically generates an ID for the client.
Client Name
Required
Short name of the client. Enter a name that other Axon users can recognize easily.
Long Name
Optional
Full name of the client.
Description
Required
Description of the client.
Parent Client Name
Optional
Parent name of the client that you want to create.
Lifecycle
Required
Stage of the client in the production lifecycle.
You can select the following stages:
  • - In Production
  • - Obsolete
Axon Status
Optional
Status of the client in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Axon Viewing
Optional
Whether the client is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.

Legal Entity

Download the Legal Entity template to bulk upload legal entity data to Axon. You can choose to upload a new legal entity object or update an existing legal entity object.

Upload New Items

The following table describes the fields of the Legal Entity template that you can use to upload new items:
Field
Type
Description
Short Name
Required
Short name of the legal entity. Enter a name that other Axon users can recognize easily.
Long Name
Required
Full name of the legal entity.
Description
Optional
Description of the legal entity.
Parent Short Name
Optional
Short name of the parent of the legal entity.
Axon Status
Optional
Status of the legal entity in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Axon Viewing
Optional
Whether the legal entity is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
User Email
Optional
Email address of the user. Must be unique. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Optional
The role of the user.
You can select the Legal Entity Owner role.
Segment
Optional
The segment to which you want to assign the legal entity to. This column appears if a SuperAdmin user has created segments in the Admin Panel.

Update Existing Items

The following table describes the fields of the Legal Entity template that you can use to update existing items:
Field
Type
Description
Legal ID
Optional
A unique integer that identifies the legal entity. When you create a legal entity, Axon automatically generates an ID for the legal entity.
Short Name
Required
Short name of the legal entity. Enter a name that other Axon users can recognize easily.
Long Name
Required
Full name of the legal entity.
Description
Optional
Description of the legal entity.
Parent Short Name
Optional
Short name of the parent of the legal entity.
Axon Status
Optional
Status of the legal entity in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Axon Viewing
Optional
Whether the legal entity is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.

Org Unit

Download the Org Unit template to bulk upload organizational units to Axon. You can choose to upload a organizational unit or update an organizational unit.

Upload New Items

The following table describes the fields of the Org Unit template that you can use to upload new items:
Field
Type
Description
Org Unit Name
Required
Name of the local department, team, or unit.
Description
Optional
Relevant description about the organizational unit.
Reference
Required
Reference identifier for the organizational unit. The reference ID must be a string data type. If you enter a number, you must format the column to Text type. Otherwise, Microsoft Excel alters the reference ID by deleting trailing zeros.
Parent Org Unit Reference
Optional
Parent of the organizational unit if the organization belongs to a hierarchy. The parent record must exist in Axon.
Axon Status
Optional
The status of the org unit.
You can select the following default values:
  • - Active
  • - Inactive
  • - Pending
  • - Review
  • - Obsolete
  • - Deleted
You can customize the values if required.

Update Existing Items

The following table describes the fields of the Org Unit template that you can use to update existing items:
Field
Type
Description
Org Unit ID
Optional
A unique integer that identifies the organizational unit. When you create an organizational unit, Axon automatically generates an ID for the organizational unit.
Org Unit Name
Required
Name of the local department, team, or unit.
Description
Optional
Relevant description about the organizational unit.
Reference
Required
Reference identifier for the organizational unit. The reference ID must be a string data type. If you enter a number, you must format the column to Text type. Otherwise, Microsoft Excel alters the reference ID by deleting trailing zeros.
Parent Org Unit Reference
Optional
Parent of the organizational unit if the organization belongs to a hierarchy. The parent record must exist in Axon.
Axon Status
Optional
The status of the org unit.
You can select the following default values:
  • - Active
  • - Inactive
  • - Pending
  • - Review
  • - Obsolete
  • - Deleted
You can customize the values if required.

People

Download the People template to bulk upload people data to Axon. Before you can create People objects, you must create the necessary Org Unit objects.

Upload New Items

The following table describes the fields of the People template that you can use to upload new items:
Field
Type
Description
First Name
Required
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
Last Name
Required
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
Function
Optional
Job title or role of the user.
Function Description
Optional
Job description of the role of the user.
Description
Optional
Description about the user.
Email
Required
Email address of the user. Must be unique. Axon sends emails to this address.
Password
Optional
A password to provide access to the user. The user can change the password later. Not required if you enable Single Sign-On authentication.
The password must be at least eight characters long and contain at least one lowercase character, one uppercase character, one numeric digit, and one special character.
Axon Status
Optional
The status of the user in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Org Unit Reference
Optional
The reference identifier of the organizational unit that the user is associated with.
Ensure that you enter a value in the Org Unit Reference or Org Unit Name column though both the columns are optional.
Org Unit Name
Optional
The name of the organizational unit that the user is associated with.
Ensure that you enter a value in the Org Unit Reference or Org Unit Name column though both the columns are optional.
Profile
Required
A user profile that controls the tasks that the user can perform and the objects that the user can view.
Select one of the following user profiles:
  • - WebUser
  • - Admin
  • - SuperAdmin
Office Location
Optional
Office location of the user.
Internal Mail Code
Optional
Internal office mail code of the user.
Office Telephone
Optional
Office phone number of the user.
Mobile/Cell
Optional
Mobile phone number of the user.
LAN ID
Optional
Network ID of the user.
LAN ID might be required if you want to enable Single Sign-On authentication.
If the LAN ID column is empty, you must not map the LAN ID column of the template to any field in the Axon Field column when you perform a bulk upload.
Employment Type
Required
The type of employment of the user. Specify whether the employment of the user is external or internal.
Lifecycle
Required
The status of the employment of the user.
You can select one of the following default statuses:
  • - Working
  • - Temporarily Inactive
  • - Pending Deactivation
  • - Left the Company
You can also create statuses.

Update Existing Items

The following table describes the fields of the People template that you can use to update existing items:
Field
Type
Description
People ID
Optional
A unique integer that identifies the user. When you create a People object, Axon automatically generates an ID for the People object.
First Name
Required
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
Last Name
Required
Last name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
Function
Optional
Job title or role of the user.
Function Description
Optional
Job description of the role of the user.
Description
Optional
Description about the user.
Email
Required
Email address of the user. Must be unique. Axon sends emails to this address.
Password
Optional
A password to provide access to the user. The user can change the password later. Not required if you enable Single Sign-On authentication.
The password must be at least eight characters long and contain at least one lowercase character, one uppercase character, one numeric digit, and one special character.
Axon Status
Optional
The status of the user in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Org Unit Reference
Optional
The reference identifier of the organizational unit that the user is associated with.
Org Unit Name
Optional
The name of the organizational unit that the user is associated with.
Profile
Required
A user profile that controls the tasks that the user can perform and the objects that the user can view.
Select one of the following user profiles:
  • - WebUser
  • - Admin
  • - SuperAdmin
Office Location
Optional
Office location of the user.
Internal Mail Code
Optional
Internal office mail code of the user.
Office Telephone
Optional
Office phone number of the user.
Mobile/Cell
Optional
Mobile phone number of the user.
LAN ID
Optional
Network ID of the user.
LAN ID might be required if you want to enable Single Sign-On authentication.
If the LAN ID column is empty, you must not map the LAN ID column of the template to any field in the Axon Field column when you perform a bulk upload.
Employment Type
Required
The type of employment of the user. Specify whether the employment of the user is external or internal.
Lifecycle
Required
The status of the employment of the user.
You can select one of the following default statuses:
  • - Working
  • - Temporarily Inactive
  • - Pending Deactivation
  • - Left the Company
You can also create statuses.

Product

Download the Product template to bulk upload products to Axon. You can choose to upload a new product or update an existing product.

Upload New Items

The following table describes the fields of the Product template that you can use to upload new items:
Field
Type
Description
Reference
Optional
A unique reference identifier for the product.
Product Name
Required
Short name of the product. Enter a name that other Axon users can recognize easily.
Long Name
Optional
Full name of the product.
Product Description
Required
Description of the product.
Parent Product
Optional
Short name of the parent product if the product belongs to a hierarchy.
Lifecycle
Required
Stage of the product in the governance lifecycle.
Select one of the following default stages:
  • - In Production
  • - Obsolete
You can also create lifecycle stages.
Axon Status
Optional
Status of the product in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Axon Viewing
Optional
Whether the product is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
User Email
Optional
Email address of the user. Must be unique. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Optional
The role of the user.
You can select the following roles:
  • - Product Owner
  • - Product Steward
Segment
Optional
The segment to which you want to assign the product to. This column appears if a SuperAdmin user has created segments in the Admin Panel.

Update Existing Items

The following table describes the fields of the Product template that you can use to update existing items:
Field
Type
Description
Product ID
Optional
A unique integer that identifies the product. When you create a product, Axon automatically generates an ID for the product.
Reference
Optional
A unique reference identifier for the product.
Product Name
Required
Short name of the product. Enter a name that other Axon users can recognize easily.
Long Name
Optional
Full name of the product.
Product Description
Required
Description of the product.
Parent Product
Optional
Short name of the parent product if the product belongs to a hierarchy.
Lifecycle
Required
Stage of the product in the governance lifecycle.
Select one of the following default stages:
  • - In Production
  • - Obsolete
You can also create lifecycle stages.
Axon Status
Optional
Status of the product in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Axon Viewing
Optional
Whether the product is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.