Creating an import package
You create a new import package to upload documents from your PC or from a network location to a vault.
Note You must have the Create and edit permission in the import profile that you want to assign to this package in order to perform this task.
To create an import package:
- In the right sidebar, click Import Packages. The Import Packages page appears.
-
In the toolbar, click New or in the app bar, click NEW. The NEW IMPORT PACKAGE dialog box appears.
- Click options or type values using the descriptions in the following table.
| Option | Description |
|---|---|
|
Identification group |
|
|
Source metadata (.xlsx) |
Local MS Excel workbook file that contains metadata about the documents in the package. The rows in this file will be assigned to the imported documents according to the options set in the import profile that you specify for Import Profile. This file must include at least one worksheet that contains the metadata for the documents. The name of the worksheet must be specified in the Document table option of the import profile. If the documents listed in the worksheet contain references to other files in the package and you want to create corresponding Meridian Enterprise references for them in the vault as they are imported, the workbook file should also contain a worksheet of reference data. The name of this worksheet must be specified in the Reference table option of the import profile. The documents (including revision numbers) specified in each row of the reference worksheet must have corresponding rows in the documents worksheet. For more information about the structure of this file, see the description of the Template option in Creating an import profile. To provide a metadata file:
|
|
Package name |
The name of the package as you want it to appear to users. |
|
Description |
The description of the package. |
| Import profile group | |
|
Import Profile |
Name of the import profile with which to process the package. For information about creating import profiles, see Creating an import profile. |
| Source files group | |
|
Source archive (ZIP) |
Local or network folder or archive file name (excluding extension) that contains the documents in the package. This name (or relative path) is appended to the location specified for Address in the import profile that you specify for the Import Profile option. To validate the import profile and the source archive:
If the source files are contained in a sub-folder instead of an archive file, enter the folder name and enable Use content from a folder. If you only want to import the metadata and no files (such as for asset tags), enable Process the package without document files. |
. The 
. The icon changes to show the results of the validation. A tooltip shows details of the validation.- Click OK. The spreadsheet and source documents are uploaded to Meridian Enterprise Server and will be imported using the options that you selected.