Migrating data from Excel(*.xls; *.xlsx) to InterSystems Cache
This guide walks you through migrating data from MS Excel to InterSystems Cache in a few simple steps using ESF Database Migration Toolkit. Simplify complex migration tasks and save valuable time with our streamlined approach.Prerequisite:
Software Required:
ESF Database Migration Toolkit »System Supported:
- Windows 7 or higher.
- MS Excel 97 or higher.
- InterSystems Cache 2015.1 or higher.
Step by Step Wizard:
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Microsoft Excel Data Source Configuration
- In the "Choose a Data Source" dialog:
- Select "Microsoft Excel(*.xls;*.xlsx)"
- File selection:
- Click the "[...]" button (Browse)
- Select your Excel file (.xls or .xlsx format) containing migration data
Fig. 1: Microsoft Excel data source configuration - In the "Choose a Data Source" dialog:
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Configure InterSystems Cache Destination
- In the "Choose a Destination" dialog:
- Select "InterSystems Cache"
- Enter server connection details:
- Server name:
localhost(default) - Port number:
1972(default)
- Server name:
- Provide authentication credentials:
- Username:
_system(default) - Associated password
- Username:
- Database selection:
- Enter or select target database name
- Click the Refresh button to view available databases
Fig. 2: InterSystems Cache destination configuration - In the "Choose a Destination" dialog:
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In "Select Source Table(s) & View(s)" Dialog
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Select migration objects: Choose tables or views to include in the migration.
Fig. 3: Select tables and views -
Modify table structure: Click the ellipsis (...) button to access table options and schema adjustments.
Fig. 4: Do transform -
Configure field mapping: In the Field Mapping options:
- Customize destination fields (name, data type, default value, comments)
- Select data transfer method:
- Overwrite Table (replace existing data)
- Empty Data (truncate before insert)
- Append Data (add to existing data)
- Skip Table (exclude from transfer)
- Apply data filters before transfer
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Select migration objects: Choose tables or views to include in the migration.
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Execution Dialog
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Start migration: Click "Submit" to initiate automated data transfer from MS Excel to InterSystems Cache.
Fig. 5: Execute migration - Monitor progress: Click "Browse Log" for real-time migration tracking, including issue resolution details.
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Save configuration: Click "Save as job" to store settings for:
- Quick reloads of migration jobs
- Command-line execution (use:
dmtc.exe --helpfor parameter options)
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Start migration: Click "Submit" to initiate automated data transfer from MS Excel to InterSystems Cache.
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Finished!
After migration completes, the toolkit generates a comprehensive report for verifying migration accuracy. You can monitor progress as the automated process runs efficiently. For any questions or feedback, contact us – our team is ready to assist.