NEW Viewing and editing an import package

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NEW Viewing and editing 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.

Note 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.

To view or edit an import package:

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.
- 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 NEW Importing 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 documents Received – Created but not yet imported Scanned – Has been scanned as described in NEW Scanning 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.

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.
To edit or process a package:
- Click the icon of the import package
OR
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 timeline at the top of the page.

Import package properties
Property	Description
GENERAL group
Name	Name of the import package.
Description	Description of the import package.
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 NEW Creating an import profile.
IMPORTED group
Updated documents	The number of documents in the destination vault that were updated by the import package.
New documents	The number of new documents created in the destination vault.
Failed	The number of documents in the import package that failed to import.
SCANNED group
Scanned	The number of documents that were scanned successfully.
Document rows	The number of rows found in the package metadata that can be scanned.
Matching documents	The number of documents in the destination vault that match the metadata in the package.
New documents	The number of new documents that will be created by package.
Skipped	The number of rows in the metadata that were skipped due to property validation or other errors.
RECEIVED group
Source metadata	MS Excel workbook file that contains metadata about the documents in the import package. The column data in this file will be assigned to the imported documents. For information about the structure of this file, see NEW Creating an import profile. To download a copy of the metadata: Click DOWNLOAD. The file downloads to your browser.
Source address	Source of the document content files to import with the metadata.

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.
To view the metadata of the documents 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 document of the import package.
To sort, rearrange, or filter the data in the columns, see Changing the column layout.
To view all of the system and metadata information for a particular document:
- Select the document in the list. Its details appear in the right pane.

BlueCielo Meridian Explorer 2016 User's Guide