Importing a File

You can import a file and view it as an import job.

Import is not available on mobile devices.

Required access roles:

  • Baseline: Author, Owner
  • App-specific: Compliance Engineer

  1. Click Add > Materials Compliance > Import Data.
  2. To locally override global importer options, click Configure Settings. For more information, see Configuring Import Options.
  3. To filter part numbers when importing, click Filter Part Number. See Filtering Part Numbers When Importing.
  4. Click Choose File and select the file to import from the directory where you extracted the zip file of regulatory files. You should import as many files needed to update your Materials Compliance Management environment. Imports should be done in this order:

    1. SubstanceClassificationsList.xml
    2. SubstanceClassificationMapping.xml
    3. SubstancesList_MCC_Real_Substance_List.xml or SubstancesList_MCC_Real_Substance_List_GADSL.xml
    4. SubstancesList_MCC_Pseudo_Substances.xml
    5. SubstancesList_MCC_Joker_Substances.xml
    6. Aliases.xml
    7. ELVComplianceConfiguration.xml (optional - based upon Industry)
    8. RoHSComplianceConfiguration.xml (optional - based upon Industry)
    9. RoHSAliases.xml (only import if you use the RoHS Compliance Type)
    10. RoHSMaterialClassifications.xml (only import if you use the RoHS Compliance Type)
    11. REACHComplianceConfiguration.xml (optional - based upon Industry)
    12. PackagingComplianceConfiguration.xml (optional - based upon Industry)
    13. OtherRegulationsComplianceConfiguration.xml (optional - based upon Industry or geography)
    14. Declaration Levels (optional)

  5. For a file submitted by a supplier, select the Declaration Levels to assign to the top-level reported parts.
  6. To preview an import of a file, click Preview Import.
    This action validates the contents of the import file and logs all actions that would be taken as if the Import action were performed. However, nothing is actually imported and no changes are made to the database. The purpose of this action is to test whether the input file is valid. It also checks whether the import would have the intended results with matching existing objects. You can review the log generated by this operation by clicking or in the Log column. The log is almost identical to the log of an actual import.
  7. Click Import.

    The file is added to the list. Previously submitted import jobs are also listed on the page. The following columns are shown for each import job:

    Column NameDescription
    Submitted Files The name of the file that was submitted.
    ActionIndicates whether the job is a preview or actual Import.
    Job Request The ID of the job request. Click the job request to display the job monitor. For information on monitoring jobs see Background Jobs Page.
    LogThe log generated for an import. Click the icon to download the log to your system. Click the icon to open the log in a separate window. See Import Log.

  8. Perform a global rollup. From the top bar, click Add > Materials Compliance > Roll Up Parts/Materials. Make sure to set the "Force Complete Roll Up" option to "Yes" to properly recalculate the compliance of all parts and materials.

    You must have the Leader/Owner or Senior Compliance Engineer access role.

    As a recommended business practice, you should plan and schedule the global rollup over a long weekend (3 or 4 day period). You will want a period of time during which the Materials Compliance Management app will not have any active users while the system performs the intensive recalculation of the compliance of all parts and materials within the database.