7.6 Importing Data

Archives can be imported according to specified rules and at specified times. The data in the files can be mapped to fields in the receiving content server but care should be taken that the correct rules are applied during import.

• "Imported Files"

• "Import Rules"

• "Import Process"

7.6.1 Imported Files

The Import function is used to retrieve files and content server information from an exported archive. Importing is typically used to obtain a copy of content from another content server or to restore data that has been in storage.

The content server instance to which you are importing must have the same metadata fields, security groups, and accounts as the instance that the archive was exported from. Errors can result if there are mismatches.

Caution: Do not use Archiver as your primary method of disaster recovery; use standard backup systems for the database and file system.

Note: Imported revisions will not enter a workflow upon import, even if they meet the criteria for an active workflow.

Before beginning the import process, consider the following points:

• Determine the method to be used, either manual or automatic.

• Determine the rules to be used for updating.

• Determine the mapping and import options.

• Test your process by importing selected revisions.

This section covers these topics:

• "Import Uses"

• "Import Methods"

7.6.1.1 Import Uses

Typical uses for the Import function include:

• Placing data archived from an Intranet on an Extranet for vendor or customer viewing.

• Changing metadata for a large number of content items. For example, if an employee leaves the organization, you could export all of their content items and then import them with another user specified as the Author.

• Restoring content that was inadvertently deleted or configuration information that was inadvertently changed.

• Copying files, content types, and user attributes from a development content server archive to a production instance.

7.6.1.2 Import Methods

You can import archives in the following ways:

• Manual: A one-time import initiated from Archiver by an administrator.

• Automatic (Replication): Import from a local archive is initiated automatically, about once per minute.

See "Import Process" and "Replicating Files" for more information.

7.6.2 Import Rules

An import rule defines how revisions are added, replaced, or deleted during import.

• During import, Archiver compares each revision being imported with the existing revisions in the importing content server. The import rule specifies which action to take (add, replace, delete, or ignore), depending on comparison of the following information:

  • Content ID

  • Original content server

  • Revision number

  • Release date

• Only one import rule can be selected for each import of an archive.

This section covers these topics:

• "Update Import Rule"

• "Insert Revision Import Rule"

• "Insert Create Import Rule"

• "Delete Revision Import Rule"

• "Delete All Revisions Import Rule"

7.6.2.1 Update Import Rule

Use the Update import rule to replace existing revisions and insert new revisions.

Caution: The Update import rule will replace existing revisions without saving the existing files. Be extremely careful when importing so you do not accidentally replace content you meant to keep.

• If an imported revision has a different Content ID (dDocName) than any existing revision, the imported revision is inserted as a new revision.

• If an imported revision has the same Content ID (dDocName) as an existing revision, the imported revision is inserted, ignored, or replaces the latest existing revision.

Figure 7-11 Import Rules

Description of "Figure 7-11 Import Rules"

7.6.2.2 Insert Revision Import Rule

The Insert Revision import rule imports only revisions that have both the most recent revision number and the most recent release date.

• If an imported revision has a different Content ID (dDocName) than any existing revision, the imported revision is inserted as a new revision.

• If an imported revision has the same Content ID (dDocName) as an existing revision, but has a different Revision ID (dRevisionID) than any existing revision and a later release date (dInDate) than that of the latest existing revision, the imported revision is inserted as a new revision with a new revision label.

Figure 7-12 Import Rule: Insert Revision

Description of "Figure 7-12 Import Rule: Insert Revision"

7.6.2.3 Insert Create Import Rule

The Insert Create import rule imports only revisions that have the most recent release date, regardless of the revision number.

• If an imported revision has a different Content ID (dDocName) than any existing revision, the imported revision is inserted as a new revision.

• If an imported revision has the same Content ID (dDocName) as an existing revision, and the release date (dInDate) of the imported revision is later than that of the latest existing revision, the imported revision is inserted as a new revision with a new revision label.

Figure 7-13 Import Rule: Insert Create

Description of "Figure 7-13 Import Rule: Insert Create"

7.6.2.4 Delete Revision Import Rule

Use the Delete Revision import rule to delete individual revisions.

• If an imported revision has the same Content ID (dDocName) and Revision ID (dRevisionID) as an existing revision, the existing revision is deleted.

Figure 7-14 Import Rule: Delete Revision

Description of "Figure 7-14 Import Rule: Delete Revision"

7.6.2.5 Delete All Revisions Import Rule

Use the Delete All Revisions import rule to delete all revisions of a content item.

• If an imported revision has the same Content ID (dDocName) as any existing revision, all existing revisions with that Content ID are deleted.

Figure 7-15 Import Rule: Delete All Revisions

Description of "Figure 7-15 Import Rule: Delete All Revisions"

7.6.3 Import Process

This section provides information about the import process and related tasks.

Tip: To determine which archive contains the data you want to retrieve, you can prepare an Archive History report using the Web Layout Editor. You can also examine the files generated by the archive at the file system level, but preparing a report is more efficient if you frequently need to find archived data.

Important: If you are using Sybase and you want to import an archive, you must perform the following tasks: Make sure you are logged into Content Server as an administrator. Click Administration in the navigation menu on the left. On the Administration Applets page, click Repository Manager. Open the Indexer tab. In the Automatic Update Cycle section, click Configure. Make sure the Indexer Auto Updates check box is cleared. Close Repository Manager. Use Archiver to import the archive. Open Repository Manager, and select the Indexer Auto Updates check box again.

This section covers these topics:

• "Importing Archived Data Manually"

• "Setting Field Maps"

• "Setting Value Maps"

• "Setting Import Options"

• "Importing an Individual Revision"

• "Initiating the Import"

7.6.3.1 Importing Archived Data Manually

1. In the Current Archives list, select the archive from which to retrieve data.

2. Review the batch files in the archive. If necessary, remove revisions from the batch files. See "Removing Revisions from a Batch File".

3. If you want to change metadata fields or values during the import, set up the field and value mappings. See "Setting Field Maps" and "Setting Value Maps".

4. Set the general import options. See "Setting Import Options".

5. Test the import mappings and rules on a few individual revisions. See "Importing an Individual Revision".

6. Initiate the import. See "Initiating the Import".

7.6.3.2 Setting Field Maps

Field maps specify how metadata values are copied from one metadata field to another during import. If you do not want to copy metadata values, do not specify any field maps.

To set up field maps:

1. Open the archive collection. See "Opening a Collection".

2. Select the archive in the Current Archives list.

3. Click the Import Maps Main Screen.

4. Click Edit in the Field Maps section.

   The Edit Field Map/Edit Value Map Screen is displayed.

5. Click Browse For Fields.

   The Browse for Fields/Value Screen is displayed.

6. Select a source for the list of available metadata fields:

   • To retrieve the metadata fields from the local content server, select Local System.

   • To retrieve the metadata fields from a batch file, select Batch and select a batch file from the list.

7. Click OK.

   The Export Field option list is populated with the metadata fields that are associated with the content server or the selected batch file.

8. In the Export Field list, select the metadata field from which you want to copy metadata.

   The selected metadata field is displayed in the Export Field. (You can also edit this field directly. Make sure to use the internal field name, such as dDocAuthor or xComments.)

9. In the Target Field list, select the metadata field you want the Export metadata to be copied to.

10. Click Add.

    The mapping expression is added to the Field Maps box.

11. To add to the mapping expression, repeat steps 8 through 10.

12. To update an existing mapping expression:

    1. Select the line to be changed in the Field Maps box.

    2. Edit the Export Field and Target Field as necessary.

    3. Click Update.

       The specified mapping expression replaces the selected line.

13. To delete a line from the mapping expression:

    1. Select the line to be deleted in the Field Maps box.

    2. Click Delete.

       The selected line is deleted.

14. Click OK.

    During import, the values from the Export field replace any existing values in the Target field.

15. To test the results of your field maps, import a few individual revisions from an archive. See "Importing an Individual Revision".

7.6.3.3 Setting Value Maps

Value maps specify how specific metadata values are to be changed during import. If you do not want to change metadata values, do not specify any value maps.

To set up value maps:

1. Open the archive collection. See "Opening a Collection".

2. Select the archive in the Current Archives list.

3. Click the Import Maps Main Screen.

4. Click Edit in the Value Maps section.

   The Edit Field Map/Edit Value Map Screen is displayed.

5. To change all metadata values for a particular field, select the All check box. Continue with step 11.

6. To change a specific metadata value, click Browse For Values.

   The Browse for Fields/Value Screen is displayed.

7. Select a batch file from the From Batch File list.

8. Select a metadata field from the From Field list.

9. Click OK.

   The Input Value option list is populated with the values that are associated with the selected metadata field in the selected batch file.

10. In the Input Value list, select the metadata value to be changed.

11. In the Field list, select the metadata field to be changed.

12. In the Output Value field, enter the new metadata value.

    • You can use Idoc Script in the output value. For example, to set the expiration date one week in the future for all imported revisions, you could use <dateCurrent(7)$>. See the Oracle Fusion Middleware Idoc Script Reference Guide for more information.

    • To delete all values from the input metadata field, leave the output value blank.

13. Click Add.

    The mapping expression is added to the Value Maps box.

14. To add to the mapping expression, repeat steps 5 through 13.

15. To update an existing mapping expression:

    1. Select the line to be changed in the Value Maps box.

    2. Edit the Input Value, Field, and Target Value as necessary.

    3. Click Update.

       The specified mapping expression replaces the selected line.

16. To delete a line from the mapping expression:

    1. Select the line to be deleted in the Value Maps box.

    2. Click Delete.

       The selected line is deleted.

17. Click OK.

    During import, the specified Input Values in the specified metadata Fields will be replaced with the Target Values.

18. To test the results of your value maps, import a few individual revisions from an archive. See "Importing an Individual Revision".

7.6.3.4 Setting Import Options

To set general import options:

1. Open the archive collection. See "Opening a Collection".

2. Select the archive in the Current Archives list.

3. Click the Archiver (General Tab).

4. Click Edit in the Import Options section.

   The Edit Import Options (Select Rules) Screen is displayed.

5. Select an option in the Override Import Rules list to specify how existing revisions are added, replaced, or deleted during import. See "Import Rules" for detailed descriptions.

   
   

   Caution: The Update import rule will replace existing revisions without saving the existing files. Be extremely careful when importing so that you do not accidentally replace content you meant to keep.

   
   

6. Specify whether option list values are validated during import:

   • To import only revisions with valid option list values (validated option lists only), select the Import only revisions with valid option list values check box.

   • To skip option list validation, clear the Import only revisions with valid option list values check box.

     
     

     Tip: The Import only revisions with valid option list values check box applies to all validated option lists. If you want to validate some option list fields but not all of them, you can change the Option List Type in the Configuration Manager. Use Select List Validated for option lists you want to validate; use Select List Not Validated for option lists you do not want to validate.

     
     

7. Specify whether to recalculate times in metadata date fields to reflect the time zone of the target content server:

   • To recalculate times, select the Translate the dates to the current system time zone check box.

     For example, if the time zone of the source (export) content server is Central Standard Time and the time zone of the target (import) content server is Eastern Standard Time, the release times, create times, expiration times, and any custom times will be changed to one hour later.

   • To leave times unchanged, clear the Translate the dates to the current system time zone check box.

8. Click OK.

9. To test the results of your import options, import a few individual revisions from an archive. See "Importing an Individual Revision".

7.6.3.5 Importing an Individual Revision

To import a specific revision:

Tip: Before importing an entire batch file, use this procedure to import a few individual revisions to test the results of your import maps and rules.

1. Open the archive collection. See "Opening a Collection".

2. Select the archive in the Current Archives list.

3. On the Archiver (General Tab), click View Batch Files.

   The Removing Revisions from a Batch File is displayed.

4. Select the batch file that contains the file you want to import.

5. Click Edit.

   The View Exported Content Items Screen is displayed.

6. Use the Filter feature and the navigation buttons to display the revision to be imported.

7. Select the revision.

8. Click Import.

   If the revision was imported successfully, a confirmation message is displayed.

7.6.3.6 Initiating the Import

To manually import content and configuration information:

1. Open Archiver for the content server that you want to import to.

2. Open the archive collection that you want to import from. (This collection must be accessible through the file system.) See "Opening a Collection".

3. Select the archive in the Current Archives list.

4. From Actions, select Import.

   The Import Archive Screen is displayed.

5. Specify the information to be imported:

   • To import content, select the Import Batched Revisions check box.

   • To import content and tables, select the Import Tables check box.

     
     

     Note: The User Configuration and Content Configuration options are available only if the selected archive includes this information (users.hda or doctypes.hda file).

     
     

6. Click OK.

   The import process is initiated, and the status bar at the bottom of the Archiver screen displays progress messages.