Import Content. Learning Objectives. In this Job Aid, you will learn how to import content through the browser by adding:

Transcription

1 Import Content Learning Objectives In this Job Aid, you will learn how to import content through the browser by adding: 1 Files page 3 2 Folders page 7 Last updated: April 17, 2012

2 Overview You can import files or folders from your computer into Documentum. There is a 500 MB size limit when you import content through the browser. More Info Refer to the Bulk Import Job Aid for large import jobs. NOTES The application of metadata varies by Business Unit. You may add metadata during import or afterwards. You may populate many metadata values or only a few. Refer to the Add Metadata Job Aid, as well as specific business unit instructions. Do not use any of the following illegal characters when naming a file or folder:! \ / : *? < >? / \ { } [ ] `,» «<, > * = + μ $ * ˉ º ˆ & ^ % `, & ±. Remove any illegal characters from the name of the file or folder before importing. The following characters are allowed: a-z, A-Z, 0-9, ~ _ -. File and folder names must not begin or end with a SPACE, period, or hyphen. All files must have a file extension identifier prior to import. For example, if you are importing an InDesign file, it must have the.indd file extension. The only period allowed in a file name will be as part of the file extension. Security Info You must have at least VERSION permission to add content to the repository through the browser. However, with the extended permission of Change Folder Links, you can also import content with BROWSE or READ permission. 2

3 1 Import Files 1 To import one or more files, select the folder into which you wish to import content. 2 Click the FILE menu, and select Import. Quick Tip Do not use any of the following illegal characters when naming a file or folder:! \ / : *? < >? / \ { } [ ] `,» «<, > * = + μ $ * ˉ º ˆ & ^ % `, & ±. Remove any illegal characters from the name of the file or folder before importing. The following characters are allowed: a-z, A-Z, 0-9, ~ _ -. Shortcut Press SHIFT and I on your keyboard. 3

4 3 The Import: File Selection screen appears. Click the button. For PC If you have enabled the drag-and-drop feature, you can move files from your computer to the Content pane. Please refer to the Set Preferences Job Aid. More Info Refer to the Bulk Import Job Aid for large import jobs. NOTES If the files you wish to import appear in various locations, add one file at a time by clicking the button after each addition. You can drag a file and drop it onto the Selected Files/Folders area instead of clicking the button. All files must have a file extension identifier prior to import. For example, if you are importing a Word file, it must have the.doc file extension. It is recommended that the length of any file names, including the file extension, should be no longer than 31 characters for usability. 4

5 Import Content through the Browser Job Aid 4 The Select Files screen appears. Locate one or more files on your computer. Select the desired file(s) for import. Click the button. For PC The dialog box varies by platform. 5 The selected file(s) appear(s) in the Selected Files/Folders area. Click the button. 5

6 6 The Import: Object Definition screen appears. To review or add metadata for each file, click the button. To import with default metadata, click the button. More Info If you need to add metadata, please refer to the Add Metadata Job Aid for instructions. In addition to your business unit s instructions, refer to the Object Type Quick Reference Guide for more information on file types in Documentum. 7 The Import successful confirmation message appears in the Status bar. 6

7 2 Import Folders 1 To import one or more folders, select the folder where you want the imported folder(s) to appear. 2 Click the FILE menu, and then select Import. Shortcut Press SHIFT and I on your keyboard. For PC If you have enabled the drag-and-drop feature, you can move folders from your computer to the Content pane. Please refer to the Set Preferences Job Aid. 3 The Import: File Selection screen appears. Click the button. NOTES If the folders to import are in various locations, add one folder at a time by clicking the button after each addition. You can drag a folder and drop it onto the Selected Files/Folders area instead of clicking the button. 7

8 4 The Select Folders screen appears. Locate one or more folders on your computer. Select the desired folder(s) for import. Click the button. For PC The dialog box varies by platform. 8

9 5 The selected folder(s) appear(s) in the Selected Files/Folders area. Click the button. NOTES To remove a folder from the Selected Files/Folders area, select the folder, and then click the button. To cancel the import, click the button. Check the files within the folders to ensure that they have file extensions in their file names. Remove any illegal characters from the folder and file names prior to import. It is recommended that the length of any single folder or file name, including the file extension, should be no longer than 31 characters, for usability. 9

10 6 The Import: Object Definition screen appears in the Folder Attributes tab. To select the appropriate folder type for each subfolder in the imported folder, click the button. To accept the default type for all folders, click the button. NOTE Pearson has created custom folder types, which vary in their inheritance rules, metadata application, and permission sets. Please refer to the specific instructions for your business unit or project to determine proper folder import procedures. 10

11 7 The Import: Object Definition screen appears in the Document Attributes tab. To review or add metadata for each file, click the To import with default metadata, click the button. button. More Info If you are required by your business unit to add metadata, refer to the Add Metadata Job Aid. In addition to your business unit s instructions, refer to the Object Type Quick Reference Guide for more information on file and folder types in Documentum. 8 If you clicked the button, then the Confirm screen appears. Click the button. 11

12 9 The Import successful confirmation message appears in the Status bar. 12