Editing Mappings

This topic provides instructions for opening and editing an existing mapping using the Anzo console and the Anzo for Office Excel plugin. For instructions on creating a new mapping, see Creating a New Mapping.

Note: Before editing a mapping, you have the option to create a backup of the current version. For more information, see Creating and Restoring Versions.

  1. In the Anzo console, expand the Onboard menu item and click Structured Data. Then click the Mappings tab. Anzo displays the Mappings screen, which lists any existing mappings. For example:

  2. Click the name of the mapping that you want to edit. Anzo displays the mapping details. For example:

  3. Click Edit at the top of the screen. Provide your server connection and login information and then click the arrow icon () to connect to the server and open the mapping. See the Changing Mappings section below for instructions on completing common editing tasks. For information about performing data transformations in mappings, see Transforming Data in Mappings.

Changing Mappings

The table below provides instructions for working with mapping components. When changing mappings, click Save () periodically to save your changes.

What do you want to do? Instructions
Add a target and source pair
  1. Click the target element above the row where you want to add a new pair.
  2. Click the lines icon () that appears to the left of the target name.
  3. Click the Add icon () that becomes available under the lines icon. Anzo selects the target cell and opens the Target Mapping text box.
  4. In the Target Mapping text box, start typing the target field name. Anzo displays a list of fields that match the text. Select the target element in the results list.
  5. In the Source column, click the cell that corresponds to the target you added. Anzo opens the Source Mapping text box.
  6. In the Source Mapping text box, start typing the source field name. Anzo displays a list of fields that match the text. Select the source element in the results list.
Delete a target and source pair Click the target element in the row that you want to delete. Then click the lines icon () that appears to the left of the target name. Click the Trashcan icon () that becomes available.
Modify the mapping data references To change selected data that the mapping can access, click the Configuration icon () in the right pane. In the References dialog box, add or remove elements as needed.
Validate changes to a mapping Click the Validate icon () to validate the mapping. Anzo displays any errors in the Validation Results screen.
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