Admin's User Guide

Organization Schema Import

Learn About Organization-Wide Schema Import capability on Innoslate

The Organization Schema Import capability on Innoslate introduces an enhanced capability for administrators and organization owners to efficiently manage schemas across all projects within their organization. Historically, schema customization in Innoslate was applied on a per-project basis, requiring manual schema updates for each project. This feature enhances the process by enabling the import of custom schema across the entire organization, streamlining schema management and ensuring consistency.

Organization Schema Import is designed to save time and effort by allowing users to upload a single schema file in .xml or .inno format, which will automatically propagate to all projects within the organization.

Some key benefits of the Organization Schema Import include:

  • Mass application of schemas across all projects within the organization, saving significant time.
  • Consistency in schema structures across projects for better collaboration and reporting.
  • Simplified process with intuitive UI and progress tracking during schema import.

In the following sections, we’ll explore the step-by-step functionality of the Organization Schema Import, showcasing how this feature simplifies schema management at an organizational level.

It is important to perform this action prior to making any modifications to the schema within the projects of your organization. Should any schemas have already been altered, there is a significant risk that the organization schema will not update correctly. In such cases, the affected projects will require renaming of the modified classes, labels, and relations to facilitate a successful import of the organization's schema. One effective approach to address this is to conduct the necessary changes in a separate organization before creating a new organization to import the schema. Alternatively, modifications can be executed in the Cloud, followed by importing the XML or .inno file into the organization.

Navigate to the Organization Schema Dashboard

To begin the process:

  1. Go to the Admin Dashboard of your organization.
  2. Find the "Navigate to Schema" button at the top to access the Schema Dashboard.

OrgSchemaImport_Navigate-2

Figure 1: Navigate to Schema Button

Access the Import Organization Schema

Once in the Schema Dashboard:

  1. Locate the Import Organization Schema button in the top-right corner of the dashboard.
  2. Click to open the schema import modal.

OrgSchemaImport_Button

Figure 2: Import Organization Schema Button

Upload the Schema File

In the Import Organization Schema modal:

  1. Drag and drop your .xml or .inno file containing the desired schema into the designated upload area. Alternatively, you can click the area to browse and upload the file manually.
  2. Ensure that the schema file has been prepared to meet your organization’s needs. 
  3. Remember, any modifications to the schema must be finalized prior to importing, as this will apply across all projects.

OrgSchemaImport_Import

Figure 3: Import Organization Schema Wizard

Import Progress Bar

After uploading the schema file:

  1. A progress bar will display the upload status.
  2. The system will analyze and apply the schema across the organization automatically.

OrgSchemaImport_Progress-1

Figure 4: Import Upload Progress

Once the schema import process is complete, admins can verify the successful implementation by reviewing the updated schema in the Schema Dashboard’s numbers. The changes will be evident across key components such as labels, classes, and relations, ensuring that the new schema is properly integrated.

The Organization Schema Import capability streamlines schema management by enabling administrators to efficiently apply custom schemas across all projects. By ensuring uniformity and reducing manual effort, this feature enhances collaboration, traceability, and overall project efficiency.

Tutorial Video