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Table of Contents

Overview

Use metadata mapping to associate a set of properties in a file whose values you would like to transfer between source and destination. You provide a common set of metadata properties between source and destination. When a file or file is transferred from source to destination (or vice versa), its property values are also transferred based on the defined map.

Note

If a library requires specific metadata but the metadata is missing from a file being copied into the library, the file will be flagged and will not transfer on subsequent jobs runs. If you have files stuck in a flagged state due to missing metadata, you may need to manually transfer the files and add the required metadata.

Metadata Map

You can define a transfer job's metadata mapping in a job's transfer options json object.

Property

Description

Example

schemas

A list of metadata schemas.

Code Block
"metadata_map": {
	"schemas": [ 
		{
			"mappings": [ 
				{
					"source": {
						"property": {
							"type": "string",
							"name": "Text"
						}
					},
					"destination": {
						"property": {
							"type": "string",
							"name": "Text"
						}
					}
				}
			]
		}
	]
}

Schema Mapping ("schemas" in Metadata Map)

A schema mapping defines a metadata mapping between source and destination. You can provide a source and/or destination schema id can the transfer engine can retrieve from the platform provider to get additional schema information about the properties in the mapping.

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Whether metadata from one schema per file or multiple schemas per file will be imported is dependent upon the platform. If the platform supports multiple schemas, then metadata from multiple schemas will be imported.  In the case of Office365 where only one schema is supported, for each file, the metadata importer first looks for custom metadata fields, then looks for metadata in the order that the schemas are specified in the schemas block.

Property

Description

Example

source

The source schema definition to use in this mapping.

When specified, it is used to load type information for all properties in the schema.

Code Block
"source": {
	"id": "ptid:htc2v5PCAXAAAAAAAAARPw"
}

destination

The destination schema definition to use in this mapping.

When specified, it is used to load type information for all properties in the schema.

Code Block
"destination": {
	"id": "test schema"
}

default

Defines the schema as the fallback schema to use when mapping properties from source to destination if a mapper that matches the specified schema is not found.

Code Block
"default": true

mappings

A list of property associations between source and destination. 

You can provide the type of property, though it is not required.

Code Block
"mappings": [
	{
		"source": {
			"property": {
				"name": "Text"
			}
		},
		"destination": {
			"property": {
				"name": "Text"
			}
		}
	},{
		"source": {
			"property": {
				"name": "Caption"
			}
		},
		"destination": {
			"property": {
				"name": "Title"
			}
		}
	}
]

Property Definition Mapping ("mappings" in Schema)

A property definition mapping defines the map between a source and destination property.

Property

Description

Example

source

The source property.

Code Block
"source": {
	"property": {
		"name": "Caption"
	}
}

destination

The destination property the source maps to.

Code Block
"destination": {
	"property": {
		"name": "Title"
	}
}

choices

A map of choices. This is used when the property is a choice of values (e.g. yes, no) and you need to map these values between the source and destination because they differ.

Code Block
"choices": [
	{
		"source": {
			"name": "true",
			"value": "True"
		},
		"destination": {
			"name": "y",
			"value": "Yes"
		}
	}
]

Property Choice ("choices" in Property Definition Mapping)

A property choice defines the map between a source and destination choice value. For instance, if the property has valid values of true/false in the source and yes/no in the destination, you can use a property choice to map them respectively.

Property

Description

Example

source

The name and value of the source.

Code Block
"source": {
	"name": "true",
	"value": "True"
}

destination

The name and value of the destination.

Code Block
"destination": {
	"name": "y",
	"value": "Yes"
}

Property Value Map ("source" and "destination" in Property Definition Mapping)

A property value map defines the actual property to map to (in either the source or destination) and what actions to take when a value is either missing or invalid during transfer.

Property

Description

Valid Values
(default in bold)

Example

property

The property to map to.

Code Block
"property": {
	"name": "Caption"
}

when_missing

Action to take when the property value is missing during transfer.

skip

default

calculate

fail

Code Block
"property":{
    "name": "caption"
},
"when_missing": "default",
"default": "\"Default Caption\""

when_invalid

Action to take when the property value is invalid or cannot be coerced to the destination type during transfer.

fail

warn

skip

default

Code Block
"property":{
    "name": "caption"
},
"when_invalid": "fail"

Property Definition ("property" in Property Value Map)

Property

Description

Valid Values
(default in bold)

Example

name

The name of the property. This is the only required field. You can alternatively use query_name, id or caption.

Code Block
"name": "Caption"

type

An optional type. This is optional and typically provided by the schema definition from the platform if the schema id is specified in the schema mapping.

unknown

boolean

id

integer

datetime

decimal

html

string

uri

lookup

account

Code Block
"type": "string"

Example JSON

Code Block
{
    "name": "Box -> Sharepoint (Metadata)",
    "kind":"transfer",
    "transfer":{
        "transfer_type": "copy",
        "source": {
            "connection": {
                "id": "36405b306fe84df69d55e007ed27967e",
            },
            "target": {
                "path": "/Source"
            }
        },
        "destination": {
            "connection": {
                "id": "92edba5e132645dda035580bfb14a063",
            },
            "target": {
                "path": "/Metadata Test/Destination"
            }
        },
        "audit_level": "trace",
        "performance": {
            "parallel_writes": {
                "requested": 2
            }
        },
        "metadata_map": {
            "schemas": [ {
                "mappings": [ {
                    "source": {
                        "property": {
                            "name": "Text"
                        }
                    },
                    "destination": {
                        "property": {
                            "name": "Caption"
                        }
                    }
                }]
            }]
        }      
    },
    "schedule":{
        "mode":"manual"
    }
}

Example JSON: Box to Office 365

This example includes custom metadata and template metadata. In order to import metadata into Office 365, the columns must be defined in the library first (ie. cog → library settings → create column). Source (Box) Metadata in this table indicate the template name followed by the metadata field name.

custom_attribute1 

Legal | Affiliates

Legal | Classification

Legal | Agreement Type

Presales - RFI Response Archive | Initiative

file1

custom attribute1 value1

file2

custom attribute1 value2

Talbot Underwriting Ltd

Restricted

Europe Distributor

file3

custom attribute1 value3

Data Warehousing

file4

custom attribute1 value4

Ross Products; Abbot Diabetics Care

Restricted

Partner

Data Replication

file5

AMES

Restricted

Cloud

file6

Agility Logistics Ltd

Restricted

License

Data Quality

file7

Master Data Management

Destination (Office 365) Metadata: The order in which the schemas will be used for import are custom, Presales, Legal

custom_attribute2

Affiliates

Classification

Agreement Type

Initiative

file1

custom attribute1 value1

file2

custom attribute1 value2

file3

custom attribute1 value3

file4

custom attribute1 value4

file5

AMES

Restricted

Cloud

file6

Data Quality

file7

Master Data Management

Code Block
{
    "name": "metadata mapping BOX -> O365",
    "kind": "transfer",
    "transfer":
    {
        "metadata_map": {
            "schemas": [
                {
                    "mappings": [
                        {
                            "source": {
                                "property": {
                                    "name": "Initiative"
                                }
                            },
                            "destination": {
                                "property": {
                                    "name": "Initiative"
                                }
                            }
                        }
                    ],
                    "source": {
                        "id": "Presales - RFI Response Archive"
                    }
                },{
                    "mappings": [
                        {
                            "source": {
                                "property": {
                                    "name": "Affiliates"
                                }
                            },
                            "destination": {
                                "property": {
                                    "name": "Affiliates"
                                }
                            }
                        },{
                            "source": {
                                "property": {
                                    "name": "AgreementType"
                                }
                            },
                            "destination": {
                                "property": {
                                    "name": "Agreement Type"
                                }
                            }
                        },{
                            "source": {
                                "property": {
                                    "name": "Classification"
                                }
                            },
                            "destination": {
                                "property": {
                                    "name": "Classification"
                                }
                            }
                        }
                    ],
                    "source": {
                        "id": "Legal"
                    }
                },{
                    "mappings": [
                        {
                            "source": {
                                "property": {
                                    "name": "custom_attribute1"
                                }
                            },
                            "destination": {
                                "property": {
                                    "name": "custom_attribute2"
                                }
                            }
                        }
                    ]
                }
            ]
        },
        "source":
        {
            "connection":
            {
                "id": "a7410cdc3d0c4d649b4544d98388d726"
            },
            "target": {
                "item": {
                    "root": true,
                    "name": "Box -> O365 - Metadata"
                }
            }
        },
        "destination":
        {
            "connection":
            {
                "id": "a92c9e36b52d44488168bcbd3a8dcfd5"
            },
            "target": {
                "path": "/Documents/Box -> O365 - Metadata"
            }
        }
    },
    "schedule": {
        "mode": "manual"
    }
}

Note

If multiple versions of a file exist and are being uploaded during the same job run, only the most current metadata is preserved and will be applied to all versions of the file being uploaded during that job run.