Working with Metadata Batch Definitions

You can create a batch for a metadata application and include rules from any of the metadata applications in the same batch. In this way, you can load all dimensions from a single batch and execute it in one step.

When working with metadata batch definitions, you can also create a batch that includes data load rules from different target applications. This is helpful when creating a batch from which to load data and metadata. (Metadata in this case, is loaded from a flat file. See Integrating Metadata for more information.)

You can also create a batch of batches or "master" batch with one batch for metadata and another batch for data. With this method, you do not need to select a target application name, but note that you cannot migrate a master batch without one.


Only an administrator can create batch definitions.

To add a batch definition:

  1. On the Setup tab, under Batch, select Batch Definition.

  2. In the Batch Definition summary section, click Add.

    Use the blank Name and Target Application fields in the Batch Definition summary grid to enter a batch name or target application on which to search.

  3. In the Batch Definition detail section, select the Definition tab.

  4. In Name, specify the name of the batch definition.

    The name must contain only alpha, numeric or underscore characters. Do not enter spaces or any other character.

  5. From Target Application, select the name of the root target application.

    Suppose "Vision" is the base application, and "Vision - Account" and "Vision - Entity" are the metadata applications. When you select "Vision - Account" as the target application in the batch, then you will see all the rules associated with both the "Vision - Account" and "Vision - Entity" applications.

  6. From Type, select the type of batch definition.

    Available options for metadata batch definitions are:

    • Data—identifies a batch that loads metadata and data.
    • Batch—identifies a batch of batches with one batch for metadata and another batch for data
  7. From Execution Mode, select the batch process method.

    • Serial—Processes files sequentially, requiring that one file complete its process before the next file starts its process.

    • Parallel—Processes files simultaneously.


      Files are not grouped by location in parallel mode.
  8. Optional: In the Description field, enter a description of the batch definition.

  9. Click Save.

  10. Optional: In Batch Group, select the batch group to associate with the batch.

    For more information, see Adding a Batch Group.

  11. Click Save.

  12. In the Batch Jobs section, click Add.

    If you selected Data from the Type field, blank Rule Name and Job Sequence fields are displayed.

    If you selected Batch from the Type field, blank Batch Name and Job Sequence fields are displayed.

  13. If you are loading data in the batch, specify the data load rule name of the metadata application in the Rule Name to which to add to the batch definition.

    If you are creating a batch of batches with one batch for metadata and another batch for data, select the batch names of the batches in the Batch Name to which to add to the batch definition.

  14. In Job Sequence, specify the order in which to execute the data load rule batch.

  15. Click Save.

    For information on definition batch parameters, see Working with Batch Definitions.

    For information on executing batches, see Executing Batches.