Create a Property Mapping Template
This topic does not apply to Meridian Portal destinations.
An import profile property mapping template is a MS Excel workbook file that contains one or more worksheets of columns for the system to look for in the metadata workbooks of the import packages. The worksheets should contain columns only and no rows. They make it easier for you to specify the property names of the import metadata instead of you having to enter the metadata fields manually in the import profile. The import data itself (rows) are provided in similar metadata workbooks of the import packages. You can download a copy of a property mapping template to give to others to fill with the document metadata to import.
The property names that are specified in the columns in the template will be shown in lists in the import profile. You select properties from these lists to map to the corresponding Meridian Enterprise properties where you want to import the metadata.
The template must contain at least one worksheet and its name must be specified in the Document table option. At a minimum, it should contain the applicable columns that are listed in the DOCUMENT KEY COLUMNS group on the KEY COLUMNS page. If you want to import additional properties, provide one column for each property in this worksheet and map them to the vault properties on the PROPERTY MAPPING page.
For metadata that will be used with the Meridian Portal hierarchical lookup properties Discipline or Classification that have corresponding code properties, specify the full property name and values. The matching code properties will be set accordingly during import. Custom properties defined in Meridian Portal will be automatically included in the import profile that is exported as described in Export And Import Profiles.
If the documents listed in the worksheet specified for Document table contain references to other files in the import 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 another worksheet and its name must be specified in the Reference table option. At a minimum, it should contain the applicable columns that are listed in the REFERENCE KEY COLUMNS group on the KEY COLUMNS page.
It's important that the metadata to import be saved in the workbook in the correct data types to match the destination vault property data types. Meridian Enterprise Server supports the following data types in the metadata cells:
- Text
- Number
- Date/Time
- Boolean
During import, Meridian Enterprise Server converts the data type found in the template to the correct data type of the destination property.
