Create an Import Package
You create a new import package to upload items from your PC or from a network location to a vault.
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:
- On the home page, 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 for the items in the package. The rows in this file will be assigned to the imported items 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 items. The name of the worksheet must be specified in the Document table option of the import profile. Note:
If this column is empty for an imported item or contains an invalid value, the item will be imported to the Released state. To set a different destination workflow state, specify it in the Workflow State column using this syntax. SDWF:<StateName> for standard document type workflows. For example: SDWF:DWFS_RELEASED The valid standard document type state names are: DWFS_RELEASED DWFS_INITIATED DWFS_REFUSED DWFS_ASSIGNED DWFS_UNDERCHANGE DWFS_SUBMITTED DWFS_INREVIEW DWFS_REJECTED DWFS_APPROVED DWFS_WORKINGCOPY DWFS_UNCHANGED DWFS_RETIRED Unlisted or invalid state names will not be imported; the document status will be blank. If the items listed in the worksheet contain references to other files in the package or in the vault 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 items (including revision numbers) specified in each row of the reference worksheet must have corresponding rows in the items worksheet. For more information about the structure of this file, see the description of the Template option in Create 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. The package can only be imported to projects in the vault that is specified for the Destination vault option of the import profile. For information about creating import profiles, see Create an Import Profile. To download a metadata spreadsheet template that contains all of the necessary worksheets and column definitions that are specific to your environment, ready for you to add the metadata values, click Download XLSX Template button |
| Source files group | |
|
Source archive (ZIP) |
Local or network folder or archive file name (excluding extension) that contains the items 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 
and save the file somewhere on your PC.
. The icon changes to show the results of the validation. A tooltip shows details of the validation.- Click OK. The spreadsheet and source items are uploaded to Meridian Enterprise Server and will be imported using the options that you selected.
