Scan an Import Package

After you have created an import package as described in Create an Import Package, it is ready to scan for:

  • Property mappings in the import profile match columns in the metadata file and in the destination vault

  • Items that already exist in the destination vault

  • Multiple revisions of the same source item can be sorted in ascending order using the specified property

  • Title blocks that match link configurations in the vault

  • All references that are specified in the References table of the metadata resolve to items in the import package.

  • All references in the source items resolve to other items in the import package

  • Main documents and parts of hybrid documents can be identified and sorted

Note:

You must have the Scan permission in the import profile that is assigned to the package in order to perform this task.

ClosedScan an Import Package

To scan an import package:

  1. Open the import package that you want to scan as described in View And Edit an Import Package.

  2. For each item in the Documents list, review the information and the import action in the right pane, and confirm that they are correct.

    If the import data is incorrect, correct it in the metadata workbook and try again. If the action shown for Default action is incorrect, select a different action from Take this action. Setting the actions for a selection of items is also supported. The available actions are those that can be performed in the destination vault.

    Note:

    Some actions that are performed during an import are slightly different than how they work in Meridian Enterprise:

    • The Create New Revision action creates a new revision of the vault item rather than replace the source item with a new item.

    • The Derive Document, Replace Document, and Create New Version import actions place the imported item in the Released state, which is different from the corresponding commands in Meridian Enterprise.

  3. In the toolbar, click Start scanning.

    A background task is started, the status of the import package changes to Scanning, and the icon of the import package changes to reflect its status. If two rows in the spreadsheet contain the same filepath for a document, scanning will fail and an error will be returned.

    When the process has completed, the status of the import package will change to either Scanned (successful) or Scanning Failed (failure) and a confirmation dialog box will appear. Click OK.

  4. To halt the scanning process, in the toolbar, click Abort scanning.

    The background task is aborted and the status of the import package reverts to its previous state.

ClosedFilter on validation status

Once you have scanned an import package, the Documents list shows the Skipped Reason for each document that could not be imported. You can now filter the list to show only those that have metadata validation errors.

If you download and open the metadata spreadsheet in Microsoft Excel, you can also filter the list based on Validation Status.

To filter the list:

  1. Select the down arrow in the Skipped Reason column.

  2. In the menu that appears, select Filters.

  3. Select the Validation Failed check box.

2022 R2

 

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