Configure Bika using spreadsheet imports
Configure new Bika and Senaite installations from setup data tabled in spreadsheets
Save time. A lot
Comprehensive LIMS configuration is a tedious time consuming process, that has to be accurate none the less, and thoroughly tested before acceptance and going Live. More so if it has to be done manually in the UI
NB. Always apply the correct
Order of Configuration
Regardless whether you do your configuration manually or per import, the logically correct order to build the configuration DB bottom up, will ensure look-ups are correctly populated throughout, and DB integrity be preserved
Online Template
Configurations can be imported in the spreadsheet format provided as a test configuratyion with the code, test.xlsx, and populated with the lab's own data. Can currently be found at ../master/bika/lims/setupdata/test/test.xlsx. A friendlier and enhanced version is now available as Google sheet
Completing the spreadsheets themselves to perfection will take long too, and best strategy is to use them populated with data already available in tabular format in the lab, load, and then proceed manually through the UI with the final say 30%
Depending on hardware and size of the file, the upload should complete in a few minutes. Test.xlsx loads in 20 - 40 seconds
Completing the sheets
Instructions. Building the configuration DB bottom up
Priorities - it does not have to be 100%; about lookups and validation; Sequence; Tools, Tips and Tricks; Manual references; Pre-populated tables
Formatting. ODF XLSX
Big configuration imports can take a while to complete... best practice is to divide the sheets in logical sections, and do them one at a time