| Option | Description |
|---|---|
| Delete All | Deletes all import jobs from the queue regardless of the job status |
| Delete all errored jobs | Deletes all provisioning jobs from the queue with a Status value of Errored |
The Import Center tab allows you to import documents and their metadata into WorkSite from your local file system or network drive as well as monitor the status of current and past import jobs.
| Button | Description | ||||||
|---|---|---|---|---|---|---|---|
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Clicking this icon displays the following options for deleting jobs from the queue.
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| Import Documents | Opens the Import Documents dialog, which allows you to configure and submit import jobs. |
Basic Tab
| Field Name | Description |
|---|---|
| DMS Name | WorkSite server name into which documents will be imported. |
| Database (Library) Name | WorkSite database name into which documents will be imported. |
| Path | Enter UNC path for the folder containing the documents that you want to import. Make sure that the provisioning service account must have access to this path. You can also create an index.csv file containing document metadata, which Milan will use to populate the workspaces with this information. 1. Create an Excel spreadsheet with columns matching existing metadata fields used in your WorkSite installation. Click the here link giving an example of the required CSV file format. Note: You can identify the WorkSite folder where you want to import the documents by including its class in the index.csv. 2. Save the file with a CSV file extension. 3. You need to place the CSV file in the root of the source folder and Milan will automatically detect it when performing the import. Note: The values specified in the CSV file will overwrite the values specified in the Import Documents dialog. |
| Client | Select a client value into which documents need to be imported. |
| Matter | Select a matter value for the above specified client into which documents need to be imported. |
| Author | By default, the logged in user is assigned as the Author of the documents being imported. However, you may change it by selecting the user from the drop down menu. |
| Operator | By default, the logged in user is assigned as the Operator of the documents being imported. However, you may change it by selecting the user from the drop down menu. |
| Default Class (DocType) Required | Select the default class (Doc Type). This field is required. You can specify the default value for this field by configuring an app setting, called "import-default-metadata-value". |
| Sub Class | Select the subclass for the above specified class. |
Advanced Tab
| Field/Option Name | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Job Description (Optional) | Type a description for the import documents job. | ||||||||
| Overwrite EntryWhen with Created Date of File | Import job sets the Windows file create date value as the Created value in WorkSite. | ||||||||
| Overwrite EditWhen with Modified Date of File | Import job sets the Windows file modified date as the Edit value in WorkSite. | ||||||||
| Delete Source Documents Upon Successful Import | Delete the source documents after the import job is completed successfully. Note: This option permanently deletes the source files. Be sure to have a backup copy of all source files prior to selecting this option. | ||||||||
| Do not create a workspace folder for the root folder on the file system | When this option is disabled, the import job creates a WorkSite folder in
the target workspace to replicate the root folder from which the source files are
imported. Note: In order to create a folder from a local or network drive in the target workspace, the app setting import-create-folder-if-doesnt-exists must be enabled. |
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| Do not detect duplicate documents | (When disabled) If the source folder contains the files with exactly same name then only a single copy of the document is being imported to the target location. | ||||||||
| Default Folder | Specify the name of the folder into which you want to import the documents when the DocType or specified folder name is not found. Note that the default folder should exist in the target location. This option works when "Do not create a workspace folder for the root folder on the file system" is checked. | ||||||||
| Comments | You may include additional file information in the Comments field. The field supports a variety of tokens which are wrapped in '@' symbol. Following are the tokens that can be included for the Comments field:
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Search Bar
Filter the import jobs list on the Import Center tab using any one, or a combination, of the following filters on the toolbar:
| Field/Button Name | Description |
|---|---|
| Document Name | Enter name of the import job by which to filter the import jobs list. |
| Path | Enter the path of the source files by which to filter the import jobs list. |
| Status | Select a job status by which to filter the import jobs list. |
| Created Date | Select a date on which jobs were completed by which to filter the import jobs list. |
| Search | Click Search to apply the selected filters and load the applicable import jobs in the grid. |
| Clear | Click Clear to remove any applied filters and load the complete list of import jobs in the grid. |
Import Queue Table
| Column Name | Description |
|---|---|
| Document | Import job name, for example: Import Documents. |
| Server | WorkSite server name submitted in the parameters of an import documents operation. |
| Database | WorkSite database name submitted in the parameters of an import documents operation. |
| Path | For the jobs submitted via Import Documents command, the path for the source file can be checked by clicking the + icon in the first column. For the import jobs submitted via SQL query, the Path column displays the path for the folder containing the documents that were submitted for import. |
| Metadata | For the jobs submitted via Import Documents command, verify the metadata added to documents by clicking the + icon in the first column. For the import jobs submitted via SQL query, you can check the metadata for documents that were submitted for import by clicking the Metadata hyperlink. |
| Security | For the import jobs via Import Documents command, verify the security added to documents by clicking the + icon in the first column. For the import jobs submitted via SQL query, you can check the security for documents that were submitted for import by clicking the Security hyperlink. |
| Status | Import operation status flag, for example: Completed, Errored, or Not Started. |
| Message | Brief description of the import job result. |
| Created Date | Date and time an import job was completed. |
| Insert Date | Date and time an import job was inserted in the queue. |
| Log | Hyperlink to open the instance log file for an import job. |
| Delete | Click delete button to remove an import job record, and related sub-operation records, from the Milan import queue |
| Retry | Click Retry to submit a Provisioning job as a new job again. Tip: For Errored import jobs, review the log file from the Log hyperlink, and click Retry after resolving the cause of the error. |
Note: The import documents job is processed by Milan Provisioning Service. Please ensure that the job is running.
