Migration approaches
- 20 Oct 2023
- 1 Minute to read
- Contributors
- Print
- DarkLight
- PDF
Migration approaches
- Updated on 20 Oct 2023
- 1 Minute to read
- Contributors
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Agent
The Agent allows you to import one or more folders from the import options. There are two options:
- Right-click the document / folder to import, option "Import into the Constellio agent" (one or more folders / documents at a time);
- Drag and drop the content to import onto the Agent desktop icon.
- Right-click on the Agent taskbar icon, "Import" menu, Drag and drop the contents into the agent import window.
Reference Constellio Agent.
Advantage : simple to use, allows the import of folders and documents.
Disadvantage : no customization of metadata.
Web Interface - Adding Documents
The Constellio web interface allows you to drag and drop one or more documents into the Contents tab of a folder.
Advantage : simple to use, allows the import of documents directly into a folder.
Disadvantage : only allows the import of documents.
Disadvantage : only allows the import of documents.
Excel import template
In Control -> Import records, you can drag and drop a file in Excel format to import several types of records (e.g., folders, plan items, retention rules, etc.) into Constellio.
Reference Importing data
Advantage: allows the import of several schemas, allows to import metadata, validation of metadata.
Disadvantage: more complex to fill in for some diagrams (e.g., rules), does not support files, limited by Excel format (cell size).
Disadvantage: more complex to fill in for some diagrams (e.g., rules), does not support files, limited by Excel format (cell size).
Import Client
The import client is an application for importing multiple folders/documents by generating an import template.
Reference Import client.
Advantage : supports file import and allows you to generate a template from a directory structure, complements the functions available for the import template.
Disadvantage : Requires a client application.
Disadvantage : Requires a client application.
XML import template
The Constellio web interface allows you to drag and drop a zip containing import XML files for records.
This is typically the approach that Constellio uses for full system migration.
The contents of a collection can be exported in this format.
Reference Exporting/Migrating data.
Advantage: very flexible format.
Disadvantage: complex to generate / edit, requires integration of files by web service / massive displacement.
Disadvantage: complex to generate / edit, requires integration of files by web service / massive displacement.
Services Web
Constellio has REST-like Web Service for adding, modifying and creating documents, folders, etc.
Reference API Consultation / Modification REST
Advantage: very flexible.
Disadvantage: requires programming knowledge, limited to certain types of schema.
Disadvantage: requires programming knowledge, limited to certain types of schema.
Was this article helpful?