Import Client

Import client

The Import Client is a program external to Constellio that allows you to import copies of files and their folders into Constellio in bulk.  

Note that the files will then be removed from the original location in order to limit duplicates. The client does not act as a synchronization tool, but as an import tool. 

The tool uses the Import Template in .xlsx format to perform the import. It also allows you to automatically generate an importable template from a network share.

1. Download

In order to use the import client, please download the executable program via the following link. 

2. Using the Import Client

2.1 Steps for Using the Import Client

1.  Import the Import Client
2.  Extract files from the import client
3.  Generate the import client configuration file
4.  Extract downloaded configuration files
5. Replace the configuration file in the "configurations" directory of the import client"
6. Run the import client application

2.2 Configuring the Import Client

Before you can import recordings into Constellio, you need to configure the client to define where the content will be sent. To do so;  

1. Go to Administration;  
2. Click on Import Records;  
3.  Click on Import Tool Configuration;
4.  Complete Export/Import Configuration fields
5. If necessary, complete the  Advanced Configurations
6.  Generate the import client configuration file
7. Extract the "importClientProperties" file
8. Cut the contents of the file 
9. Open the "configurations" folder of the import client
10. Paste previously cut content to replace files
11. The import client is now ready to use.
    

2.2.1 Export/Import Configuration

2.2.2 Advanced Configurations

2.3 Export

The "Export" part allows you to generate an import template from a local network share. 

It is possible to use a regular expression to detect folders in the network share that match a topic to populate the corresponding column with the correct codes. It is also possible to use a default rubric and administrative unit to manually edit them in the Excel file prior to import as needed.

Retention rules are the first rule for the category. If no rules are found for a topic, the import template field will be left blank and the data will need to be corrected manually.

2.3.1 Automatic Topic Detection

If the "Automatically detect topics" option is enabled, the import client will attempt to identify local folders that correspond to classification topics in Constellio.

• Folders detected as topics will not be imported as folders into Constellio.
• Child folders to folders detected as topics will be classified in the corresponding topic in Constellio
• Topics corresponding to the detected codes must already exist in Constellio

2.4 Import

The "Import" part allows you to import folders and documents into Constellio from an import template in Excel (.xlsx) format that can be generated from the export tool or created manually (see Constellio documentation).

The import client template has an additional "content" column that corresponds to the path of the file to be imported as content for each document. Important: Do not use the "Hyperlink" function in Excel, but rather copy the full path to the file in text format.

• e.g . C:\Users\Constellio\Desktop\constellio\monFichierAImporter.docx 

3. Example of using the import client

Go to this link for an example of how to use the import client. 

4. Release Note