In Excel, create a new column and title it “Merged File Name” and then use Excel’s CONCAT function to merge the values.Įxcel Tip: If the formulas are not calculating, format the cells to use the number’s "General” setting. To use this feature, you will need to append the file name to the end of the file path. If the value in File Name cell starts with “$”, it will be presumed to be the full path to file in Vault. While all you need is just the file name for which the File Name column would be sufficient, if you have duplicated file names in your Vault, it will only update the first record found so you will want to be specific as to which file receives the updates. Open the Excel spreadsheet you just created.ĭuring the import process you will need to first identify the File Name column. By default, the file will be stored in “C:\ProgramData\IMAGINiT Technologies\Vault Server Utilities”.
Next select the folder that contains the files that you need to update.įinally, save the data export file to your desired location. The next time you want to export data the configuration will be available for use.īy default, the file will be stored in “C:\ProgramData\IMAGINiT Technologies\Vault Server Utilities”. Note: Other than the “File Name” and “File Path” properties, you only need to select the properties you plan to update. Use the Move Up/Down buttons to organize the list the way you want it to appear in Excel.įile Extension – Helpful for sorting by file types when processing Inventor files or large quantities of filesįile Name – Needed to identify the record during importįile Path – Needed to locate the specific record in Vault during import, particularly if duplicate file names exist Start by selecting the needed Vault Properties from the dialog. If this is the first time you have used the tool, you will be prompted to create a configuration file. During the export configuration process, you capture the properties and current values for File Name, File Path, Category, Lifecycle, Lifecycle State, Revision, and any other custom properties that need to be updated.įrom the Action menu select “File Metadata Export” Start the process by first using the Metadata Export function to create the Excel spreadsheet that will be used to import data. If Lifecycles are assigned, make sure the State is editable and that you have permission to edit the files.Make sure all files to be edited are not checked out.How to prepare for and use the IMAGINiT Vault Metadata Update Utility to Import new data or update existing data. Information about the IMAGINiT Vault Server Utilities can be found at:
The Vault Metadata Update Utility is one of several tools available to you in the IMAGINiT Utilities for Vault Server.
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