QES in use

If you are importing new records into a QES database that already contains data the process is basically the same as the first time import except 

  • When you create a new DB it will be from a backup of your current QES DB.
    • WE HIGHLY RECOMMEND putting this new DB on a completely seperate SQL Server than live.
      • It really would not be good if you accidently ran an import into your live company because cleaning up the records you newly imported by accident would be a time consuming job.
  • You have to keep track of which system codes you created so that they can be entered into the live system.
    • If you know that you will use a new system code then create it in both the live and test databases at the same time which will save confusion later.   Caution, if you have a typo in your system code name when entering it into the live DB the import will say it doesn't exist...   it does, it's just spelled incorrectly.
  • This is an example that you need to follow for any "Already Exists error"
    • If you get the error "031 - {CriteraCode} already exists in DB" 
      • Make sure you delete both the Criteria from your Excel sheet 
      • Also delete CriteriaRejects, Evaluations, Criteria Tests, Criteria Test Items values otherwise it's possible it will duplicate data.   The validations on the import will stop that occurring but it's always a good idea to keep your spreadsheet data completely clean and accurate.
    • If you get the test already exsits you will have to delete from your excel sheet any traces of that test in
      • Test Criteria Items
      • Test Criteria
      • Inspection Test
      • etc.

Now you can follow the steps below to import new records into QES

First Time Import Process

This section assumes you are importing records for the first time into QES.   If you already have records in QES skip to the QES in Use section.

The order of importing records into your database is a bit important as some imports rely on data being present from another previous import.   As well, some imports, such as the Criteria Import (HQMS_Criteria) are harder than others to complete.

Here is the order required to populate records in:

  1. Tests
  2. Defects
  3. Criteria
  4. Criteria Rejects
  5. Criteria Evaluations
  6. Criteria Tests
  7. Items
  8. Criteria Test Item
  9. Inspections
  10. Inspection Items
  11. Inspection Tests

  1. Create a new QES database, name is not important, and run the upgrader on it to create the tables and fill the HQMS_SysCodes table with standard system codes.
  2. Open QES and login and set access to that new company as well as enter the license key for it.
  3. Run the first import
  4. Fix any errors
  5. Run second import
  6. Fix errors
  7. If while fixing errors you need to add or change or delete records from the first import you will change the EXCEL file and not QES itself.   Then you will delete the records imported from the first import and re-import them again and then re-import records from the second import.
    1. The reason you are fixing your excel sheets and not QES data is so that at any point you could clear out your database and re-import everything.
    2. System Codes are a bit different.   You need certain system codes to support the imports that you will have to create in QES manually.   Do not delete those records.   When you are ready to go live you can script the required system codes from one database into another.
  8. Run all other imports
  9. When finished importing into test database
    1. If Live DB is empty you can simply script all of the HQMS_ tables (except for HQMS_SysCodes and HQMS_Setup) into the live company \