NEW  Scanning an import package

After you have created an import package as described in NEW Creating 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
• Documents that already exist in the destination vault
• Multiple revisions of the same source document 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 documents in the import package.
• All references in the source documents resolve to other documents 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.

To scan an import package:

1. Open the import package that you want to scan as described in NEW Viewing and editing an import package.

2. For each document 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 documents is also supported. The available actions are those that can be performed in the destination vault and are described in the BlueCielo Meridian Enterprise User's Guide.

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

   • The Create New Version action creates a new revision of the vault document rather than replace the source document with a new document.
   • The Derive Document, Replace Document, and Create New Version import actions place the imported document 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.

   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.