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Overview
The metadata import feature allows a user to import metadata from platforms that wouldn't otherwise support metadata based on the contents of a delimited text file or a database table. This can be useful when importing data that is produced during an export routine such as exporting content from a platform that is not yet supported by the application. Metadata import runs after all content has been processed. It will iterate over each row from the import source and attempt to determine the impacted file along with the desired metadata values. If the file can be determined, it will add the necessary metadata to the impacted file.
Click Edit and select the path on the source platform where the metadata map exists or manually enter the path. Click Use this file to select the file.
If you receive an error when importing a CSV file, the file does not meet the expected format. Compare your file to the sample file provided, and edit the file before attempting to import it again.
When using the metadata import function, configuring a custom metadata content filter is not applicable. Metadata filters will be ignored.
Verify Platform Metadata Support
For each platform, you must define your metadata template or the corresponding columns. Please refer to the platform's documentation regarding this setup.
File Format
The import source can be any delimited file or even a database table. The import source needs to contain 2 types of information for each row in the file: the file path followed by the metadata values.
If you receive an error when importing a CSV file, the file does not meet the expected format. Compare your file to the sample file provided, and edit the file before attempting to import it again.
File Path
The first column(s) in the import source must be the file path. This can be specified using the column name(s).
You can split the path into 2 columns: one column that represents the directory name and one column that represents the file name.
Valid directory column names: FolderName, Folder_Name, and Folder_Structure
Valid file column names: FileName, File_Name
You can specify the path in 1 column that represents the full path.
Valid column names: FilePath, Path, FullPath, File_Path, and Full_Path
The file path can either be relative to the job source or an absolute path within the source platform. For example, if the job source is /C/files/users/ and the file in question is /C/files/users/jdoe/locations.xls, then the file path in the import source could be /jdoe/locations.xls or /C/files/users/jdoe/locations.xls.
Example
Download a template using the following link: Metadata Import Sample CSV. Notice that any empty fields in the CSV file are empty quotes. Currently, the CSV parser does not allow empty fields to be unquoted.
path,location,order_num,order_date /C/files/users/jdoe/locations1.xls,US,123456,10/20/2015 /C/files/users/jdoe/locations2.xls,EU,789103,10/21/2015
Metadata
The schema (or template) is the metadata schema to use when mapping the metadata (optional). Every other column in the import source is considered as metadata values. To include metadata from multiple schemas, you can structure the column name in the following format "property;schema," where "property" represents the metadata property name and "schema" represents the secondary metadata schema ID.
Ensure the template key/id is used. Template display name will result in failed import.
Example
Download a template suing the following link: Import Metadata from Template and add Custom Metadata Sample CSV. Notice that any empty fields in the CSV file are empty quotes. Currently, the CSV parser does not allow empty fields to be unquoted.
path,employeeid;employeeFile,firstname;employeeFile,lastname;employeeFile,FolderType;hrEmployee /Employee Files/User/offerletter.docx,13579,John,Doe,Employee Letters
Hash
If the import file contains a column named "SHA1" or "Hash," the system will validate that the hash in the import file matches the hash of the file on the destination platform. If the hash does not match, then a warning message will be logged.
Metadata Post Process
The Metadata Import is a post-process activity. Items will transfer to the destination even when encountering an error on the metadata import as metadata import failures are logged as warnings. Users should review the Log tab for the metadata import job and sort by 'Warnings' to view metadata that was not applied. Note, that on subsequent job executions the failed metadata import items will be marked 'Flagged' for remediation which further helps identify items that may require intervention. Refer to Metadata Import Errors for a list of common import errors and how to correct the issues.
Be sure to let the job run and complete successfully before you check the results.
Reviewing Results
On your source directory where the metadata import file path was configured, review:
{{import file name}}-xx-export.csv file indicates metadata import rows that were successful
{{import file name}}-xx-processed.csv file indications the rows within the import file that DryvIQ has processed
{{import file name}}-xx-failures.csv file indicates the metadata import rows that failed to be applied
Review the destination to ensure metadata values were applied to your content
Rows in the metadata import file that failed to be applied will be returned to the original file so they can be retried on subsequent runs, if needed.
Failed Metadata Import
Metadata that fails to be applied during transfer to the destination will appear as audit warning activity in the log: “Metadata import failed The mapped source does not exist or was not transferred successfully to the destination. (path=/folder/folder...).”
Failed rows will return to the original import file. Review each item and fix the invalid data in the import file. Refer to Metadata Import Errors for more information about errors and how to correct the file.