Rollout FAQ


  • Where do I get information on how to best implement ]po[ in my organisation?
  • How to best import legacy data such as employees, clients, projects etc.

References:

  •  Rollout Plan - contains a summary on how to roll-out ]project-open[ in a service organization.

Where do I get information on how to best implement ]po[ in my organisation?

Please read our  Rollout Plan. This document includes a lot of learned lessons from recent rollout projects.

How to import data into the system such as users or clients?

There are several ways to import data into ]project-open[:

  • Manually entering data
    This may sound like a joke, but entering data manually is frequently a reasonable option. We generally recommend customers this option if there are less then 200 objects to be entered (200 objects x 1min/object = 3.5 hours). Also, the manual entry allows to cleanup data and/or to enter data in a more consistent way then in the legacy system.

  • CSV Import from Outlook (2000 - 2003, 2007 is not supported yet):
    This is the easiest way to import data if you can export data from one of the supported Outlook versions. Then please go to Users -> Import User CSV or Companies -> Import Company CSV and follow the import wizards.
    The wizards will provide you with detailed error messages if your data do not conform to ]po[ standards. For example, ]po[ requires both first name, last name and email in order to create a new users. If one of your Outlook users does not include an email, ]po[ will issue a corresponding error.

  • Import via PL/SQL scripts:
    Please see the README in the folder /web/projop/packages/intranet-core/sql_import of ]po[ 3.4.0.5.3 or higher. This folder contains samples of past legacy data imports. Still, you need to have considerable database knowledge for performing these steps.

  • Import via Perl/PHP script:
    We have seen customers to import their data via Perl/PHP scripts. Please post in the Sourceforge Forum to inquire about this option.

  • Request Professional Services:
    Finally, please contact the ]po[ core team for professional services to import your data. This is one of our major sources of income and will enable us to continue the development of the free product.

  Contact Us
  Project Open Business Solutions S.L.

Calle Aprestadora 19, 12o-2a

08902 Hospitalet de Llobregat (Barcelona)

Spain

 Tel Europe: +34 609 953 751
 Tel US: +1 415 200 2465
 Mail: info@project-open.com