Manage demo data

Manage demo data

Demo company data gives you records to explore PAMS functions before you use your own data. Use this page to import the demo data, refresh dates in already imported data, or remove the demo data while keeping private data added during your work.

The page offers Import demo data before demo data is imported. After import, it offers Refresh demo data and Delete demo data.

mermaid
flowchart LR
    NotImported[Demo data not imported] -->|Import demo data| Imported[Demo data imported]
    Imported -->|Refresh demo data| Imported
    Imported -->|Delete demo data| NotImported

Before you start

Choose an operation on the Manage demo data page after you open it.

Prerequisites

• Know whether demo data is already imported so you can choose the action shown for that state.

The page starts with the import state when demo data is not imported. In that state, the import description and Import demo data are shown. In the imported state, the refresh and deletion descriptions and their controls are shown.

Find the page

Open the page from the Configuration area to reach the demo-data actions.

Steps

1. Open the Configuration area.
2. Select Manage demo data.

Result: The Manage demo data page opens. In the initial state, Manage demo data, Configuration, and Import demo data are visible; Refresh demo data and Delete demo data are not shown.

Understand the screen

The Manage demo data screen is a state-based action page: its descriptions and controls change when demo data is imported or removed.

The page is an action page rather than a data-entry list: there are no fields to fill in and no table of records to review. The import modal includes a file-upload surface for its import option, with Upload available when importing is not disabled.

Import demo data

Select Import demo data when it is available to add demo company data for exploring PAMS functions without changing your private data.

Prerequisites

• The page shows Import demo data.

Steps

1. Select Import demo data.

2. Keep the browser window open while the import runs.

   The import modal displays Start importing demo company data… and Importing the demo company data will take a few minutes. Please do not close this browser window until the import process is complete.

   It also displays Ending the import process before it is finished may result in corrupt data being entered.

3. When Importing demo company data completed. appears, select Close.

Result: The page is in the imported state and offers Refresh demo data and Delete demo data.

Refresh or delete imported demo data

Imported demo data can either receive updated dates or be removed from the page while real private data remains.

Warning: Deleting demo company data removes all demo data and related records. It does not affect real private data added during experimentation.

Prerequisites

• The page is in the imported state.

Steps

1. Select the operation that matches your goal, then follow the corresponding action sequence:

   If you need to…	Action sequence
   Refresh dates in imported demo data	Select Refresh demo data. Continue using the imported demo data when Demo company data refreshed successfully appears.
   Remove imported demo data and keep it	Select Delete demo data. Read Deleting demo company data?, the warning Deleting demo company data (and all its related records) will not affect your real private data that was added during the experimentation., and Important: Importing the demo company data will take a few minutes. Select Keep.
   Remove imported demo data	Select Delete demo data. Read Deleting demo company data?, the warning Deleting demo company data (and all its related records) will not affect your real private data that was added during the experimentation., and Important: Importing the demo company data will take a few minutes. Select Delete. Keep the browser window open while deletion runs. When Demo company data deleted successfully appears, select Close.

   The deletion modal displays Deleting the demo company data will take a few minutes. Please do not close this browser window until the deleting process is complete. and Ending the deleting process before it is finished may result in corrupt data being entered.

Result: Refresh leaves the imported demo data available with updated dates. Keeping the data closes the confirmation modal. Completing deletion returns the page to its not-imported state.

When an operation goes wrong

The import, refresh, and deletion actions use the same common error response when their request fails.

After managing demo data

After a successful import, the page shows the imported state with Refresh demo data and Delete demo data. After successful deletion, it shows the not-imported state with Import demo data. The page also states that demo company data can be managed again from Settings through Demo Data Settings.