Scan an Import Package

After you have created an import package as described in Create 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
• items that already exist in the destination vault
• Multiple revisions of the same source item 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 items in the import package.
• All references in the source items resolve to other items in the import package
• Main documents and parts of hybrid documents can be identified and sorted

To scan an import package:

1. Open the import package that you want to scan as described in View And Edit an Import Package.

2. For each item 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 items is also supported. The available actions are those that can be performed in the destination vault and are described in the Accruent 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 item rather than replace the source item with a new item.
   • The Derive Document, Replace Document, and Create New Version import actions place the imported item 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.