Bulk Reimport/Recalculate

Updated by Sean Ellner

After upgrading to a new Blueprint version, we strongly advise users to reimport their processes to leverage Blueprint's latest mappings and enhancements. Similarly, for users planning to utilize the Estimator Dashboard, it is highly recommended to recalculate their processes to obtain estimates based on the newest data.

Starting from version 7.0, Blueprint offers users the capability to reimport and/or recalculate entire projects in bulk.

To access Bulk Reporting

Choose the Tools dropdown in the main header, then click Bulk Reimport/Recalculate. This will open a wizard to guide you through the Bulk Reimport and/or Recalculation process.

How to use

Note:
Reimport and Recalculation are done at project level.
Only Admins can schedule a Bulk Reimport/Recalculation job.

Blueprint will automatically identify all projects that are candidates for reimport or recalculation.

Reimport Candidates:

A project is flagged as a candidate for Reimport if:

  1. The project contains RPA processes that were imported on an older version of Blueprint

AND

  1. Additional mappings for that source RPA tool were added in the latest release

Recalculate Candidates:

A project is flagged as a candidate for Recalculation if:

  1. The project has never been calculated before

OR

  1. User performance any of the following actions for a project that was previously estimated
    1. Deletes artifacts
    2. Cross project artifact move
    3. Move inside project
    4. Additional imports to project

Reimport

Users will have the option to bulk Reimport and Replace or Reimport and Keep projects.

  • Reimport and Replace (Recommended) - Will reimport the selected project as a new project. After a successful reimport, the now outdated, original project will be deleted.
  • Reimport and Keep - Will reimport the selected project as a new project. The now outdated, original project can be kept for reference. This is only recommended for users with smaller estates, as this may eventually fill up the database with outdated processes.
Obsolete Projects

If 'Reimport and Keep' was selected, the original project is flagged as "obsolete". As a result, it no longer appears as a candidate for reimport or recalculation due to the existence of a newer version.

Admin Options

Admins will have the option to toggle whether Reimport and Keep is visible in the Bulk Reimport/Recalculate modal. To do so, navigate to Admin Portal > RPA Management > RPA Settings > Bulk Reimport/Calc: Show 'Reimport and Keep' option. This option is toggled OFF by default.

Reimport AND Recalculation

When Reimporting, users can also choose to Recalculate as well. Select this option if you plan on using Estimator Dashboards with your reimported data.


Recalculation

Users will have the option to Bulk Recalculate projects.

Projects flagged for only recalculation can only be recalculated, not reimported.


Jobs

In the Jobs page, user can cancel the Primary Reimport/Calculation Controller job if necessary.

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