View And Edit an Import Package

You can view the configuration of import packages, their contents, and their import status. You can change a limited number of the properties of an existing import package.

You must have the View permission in the import profile that is assigned to this package in order to view the package. You must have the Create and edit permission in the import profile that is assigned to this package in order to edit the package.

1. In the right sidebar, click Import Packages.

   The Import Packages page appears. The packages that are listed depends on the status filter that is selected in the left menu.

2. To filter the package list to show only import packages with a different status, click a filter in the menu.

   The page refreshes to show only the import packages with the selected status.

   The columns of this page show the information described in the following table.

   Import packages view columns

   Column	Description
   Name	Name of the import package as specified by its creator.
   Status	Current import status of the import package. The possible values are: Aborted: Import stopped by a user Closed: Closed by a user Imported: Has been imported as described in Import an Import Package Import Failed: Import stopped by the system due to an error Importing: Currently being imported into the vault Ready For Import: The system has verified that the user account and password specified in the import profile can access the source of the items Received: Created but not yet imported Scanned: Has been scanned as described in Scan an Import Package Scanning: Currently being scanned Scanning Failed: Scanning stopped by the system due to an error The icon of the import package indicates its status graphically.
   Profile	Name of the import profile assigned to the import package.
   Meridian Vault	Name of the vault specified in the import profile to which to import the contents of the import package.
   Received	Date the import package was received by Meridian Enterprise Server.

3. To view detailed information about a package:

   • Click the row of the import package that you want to view.

     The properties of the package appear read-only in the right pane. Each property is described in the following table.

4. To edit or process a package:

   • Click the icon of the import package.

   • In the toolbar, click Open.

     The Overview page of the import package shows the properties described in the following table. Depending on the current state of the import package, some of the properties may not be visible. You may only edit the properties in the General group.

     The current state of the package in the overall import workflow is highlighted in the time line at the top of the page.

   Import package properties

   Group	Property	Description
   General	Name	Name of the import package.
   General	Description	Description of the import package.
   General	Import Profile	Name of the import profile assigned to the import package. To view and edit the assigned import profile: Click Manage. The Overview page of the import package opens, where you can change it as described in Create an Import Profile.
   Imported	Updated documents	The number of items in the destination vault that were updated by the import package.
   Imported	New documents	The number of new items created in the destination vault.
   Imported	Failed	The number of items in the import package that failed to import.
   Scanned	Scanned	The number of items that were scanned successfully.
   Scanned	Document rows	The number of rows found in the package metadata that can be scanned.
   Scanned	Matching documents	The number of items in the destination vault that match the metadata in the package.
   Scanned	New documents	The number of new items that will be created by package.
   Scanned	Skipped	The number of rows in the metadata that were skipped due to property validation or other errors.
   Received	Source metadata	MS Excel workbook file that contains metadata about the items in the import package. The column data in this file will be assigned to the imported items. For information about the structure of this file, see Create an Import Profile. To download a copy of the metadata: Click Download. The file downloads to your browser.
   Received	Source address	Source of the item content files to import with the metadata.

5. To change any of the properties in the General group:

   1. Click Edit in the General group.

      The <PackageName> dialog box opens, where you can change the available properties.

   2. Click Save.

6. To view the metadata of the items in the package:

   •  In the menu, click Documents.

     The Documents page for the import package appears and shows the metadata contained in the MS Excel worksheet for each item of the import package.

   • To sort, rearrange, or filter the data in the columns, see Change the Column Layout.

   • To view all of the system and metadata information for a particular item, select the item in the list.

     Its details appear in the right pane.