Bulk Upload Data Overview
If you have large amounts of objects, relationships, and roles to enter in Axon, you can use the option to bulk upload data. You can download a Microsoft Excel template from Axon to bulk upload object, roles, and relationships.
A WebUser with the New or Edit permission, Admin, and SuperAdmin can bulk upload data to Axon. If a web user has the New permission for an object, the user can upload a new file but cannot upload existing items. If a web user has the Edit permission, the user can update existing items but cannot upload a new file. A web user can upload new items or update existing relationships and roles for objects that they can add or edit. When you bulk upload new objects, Axon assigns you as the default stakeholder for the objects. If you have configured default roles for a facet in the Admin Panel, Axon assigns the default roles to the user who bulk uploads data.
Use the bulk upload template when you need to perform the following tasks:
- •Add new objects, relationships, and roles to Axon.
- •Update existing objects, relationships, and roles to Axon.
- •Remove existing relationships from Axon.
After you select the upload type, you can choose the object, relationship, or role. You can also perform a keyword search to find the exact object, relationship, or role that you want to upload.
You can bulk upload objects, such as Attribute, People, Process, and Regulation. You can bulk upload relationships, such as Attribute X Attribute, Policy X Glossary, and System X Product. You can bulk upload roles, such as Data Set Role, Glossary Role, and Interface Role.
You can use a Microsoft Excel template that you have created to upload data to Axon. Informatica recommends that you use the templates that Axon provides.
You can bulk assign objects to a segment. You can specify the segment to which you want to assign the objects, enter the object details in the template, and upload the template to Axon. If you do not provide a segment for an object, Axon assigns the default Enterprise segment to the object. If you enter a segment for a parent object, you must enter the same segment for child objects.
You can use a comma-separated-value (CSV) file format to bulk upload to Axon. You can use a CSV file that you created to upload data to Axon. If you want to use the Axon template, you need to download and save the Microsoft Excel template in the CSV format.
Note: You must have the necessary permission to create or update Axon objects before you can bulk upload data.