Bulk Import Content - Pearson

Bulk ImportContentLearning ObjectivesIn this Job Aid, you will learn how to:1 Bulk import content from yourcomputer (Documentum users)page32 Stage content for bulk import(Non-Documentum users)page14page173 B ulk import staged content(Documentum Users)Last updated: June 15, 2012

Bulk Import Content Job Aid OverviewBulk import allows Documentum users to upload large files and foldersto Documentum. Unlike browser imports that are uploaded in real timeto Documentum, bulk imports first stream from your local computerto the Documentum SFTP server geographically closest to you. Then,Documentum handles the imports in the order in which they arereceived, creates jobs, moves the jobs into a queue managementsystem, and notifies you when the bulk import is complete in thesystem. Bandwidth, location, size of job, and time of day will affecthow quickly your bulk import job completes. Bulk jobs may take up to24 hours to complete although smaller jobs may process sooner.Security InfoYou must have at leastWRITE permission tobulk import content.Quick TipThe Documentum SFTPserver can communicatewith both FTP and SFTPservers.Bulk import also allows non-Documentum users to stage content toan external Documentum S/FTP server. Pearson users can then pickup this content from the external S/FTP server and continue the bulkimport process into Documentum.The maximum size for a bulk import job is 30 GB. When importingmultiple files, the maximum allowable size for a single file is 8 GB.2

Bulk Import Content Job Aid1  Bulk Import Content from YourComputer (Documentum Users)1 Select a folder in the Navigation pane to bulk import content into.For MacThe Bulk Import featuremight not be fullyfunctional if Safari’s popup blocker is activated.To deactivate, click theSafari menu in Safari,then uncheck Block PopUp Windows if a checkmark appears next to it.2 Click the BULK TOOLS menu, and then select Import.3

Bulk Import Content Job Aid3 The Import dialog box displays the Repository Location for the bulkimport job.a Type the name of your job in the Job Name text box.b  Select the folder type from the Folder Type drop-down menu.c  Select your business group from the Business Group drop-down menu.Quick Tips   JobNames do notneed to be unique.   Addingyour initialsto a job name mayhelp you locate itmore easily on theJob Status screen.   CharactersNOTES Your selection of a Business Group identifies the Business GroupKnowledge Manager as the owner of the content. Your selection of a folder type identifies whether the contentwas migrated from PAL (Legacy PAL-P Folder) or not (Common Folder).d Click theabbutton.Allowedin Job Names: a-z,A-Z, 0-9   SpecialCharactersAllowed in JobNames: - . SPACEThe Job Name shouldnot begin with aSPACE, period, orhyphen. A maximumof 31 characters isrecommended.   Donot use anyof the followingillegal charactersin Job Names:!\/:*?“ ?/\ {}[]”’ „“” ’ ,»« , * 쇆§¶ *ˉ º ˆ& %#@!¡ ,&¿ cdMore InfoRefer to the DocumentumObject Types QuickReference Guide to learnmore about the differenttypes of content inDocumentum.4

Bulk Import Content Job Aid4 The Open dialog box appears. Navigate to the content that you want tobulk import, select the content, and then click thebutton.For PCClick thebutton.Quick TipYou can select multiplefiles, instead of a folder,for bulk import. Click thefirst file, press Shift onyour keyboard, and thenselect other files. Whenimporting multiple files,the maximum allowablesize for a single file is8 GB.NOTES All files must have a file extension identifier prior to import.For example, if you are importing an InDesign file, it must havethe .indd file extension. The only period allowed in a file namewill be as part of the file extension. File and folder names should not begin with a SPACE, period,or hyphen. A maximum of 31 characters is recommended.5

Bulk Import Content Job Aid5 P aths to the selected files appear in the Import dialog box.Click thebutton.Quick Tip6 The Job queued message appears. Click theQuick Tipbutton.If you close the Importdialog box before youclick the Create Jobbutton, you will have toselect the bulk importcontent again.Resource forks for Macfiles will be preservedin Documentum duringbulk import.Quick TipYou can continueworking in otherareas of Documentumwhile your bulk importprocesses.NOTE Should you log out of Documentum or lose your Internet connectionbefore the upload of your content is complete, the bulk import process willresume at the point it left off once your Internet connection is restored.6

Bulk Import Content Job Aid7 The Job Process Component screen appears. At this point, you can closethe screen and queue additional bulk import jobs by following steps 1–6again. The Job Process Component screen will appear after each jobis queued. However, you can get back to the Job Process Componentscreen at any time by clicking the BULK TOOLS menu and then selectingStart Job Process.8 Click the X button to close the Import dialog box.7

Bulk Import Content Job Aid9 T o view or remove the jobs in your local queue, click the BULK TOOLSmenu, and then select Local Queue Status.10 The Local Queue Component screen appears. You can check the statusof your job in the Status column. To refresh the jobs listed, click thebutton. To remove a job from the list, select the job, andthen click thebutton. Close the screen when you are finished.NOTE You cannot delete a job once its status is In Progress.8

Bulk Import Content Job Aid11 T o process your bulk job(s) at the Job Process Component screen, clickthebutton. You will see messages for each job as itis uploading and then uncompressing.NOTE Bulk jobs may take up to 24 hours to complete althoughsmaller jobs may process sooner.9

Bulk Import Content Job Aid12 W hen your bulk import job completes, you will receive an Import Successemail. Click the To review your content link.NOTE If you logged out of Documentum, you will be required to log inagain with your user name (domain/U42) and system password.NOTE The Import Success email also contains statistics about thenumber of imported folders and files, as well as contact informationif you need help.10

Bulk Import Content Job Aid13 T he content and the location you selected for bulk import appears.Verify the content folders and files as required.14 A lternatively, to obtain the status of your bulk import job, click the BULKTOOLS menu, and then select Job Status.NOTE Be sure that any content is deselected in the Content pane. If youhave content selected, the Job Status option will be grayed out.11

Bulk Import Content Job Aid15 The Bulk Tools: Job Status screen appears. Filter Job Type, Job Status,and/or Duration from the drop-down menu options to narrowyour results.a  Job Type drop-down options include: All, Import, Export, TemplateDownload, Metadata Upload. All is the default.b  Job Status drop-down options include: All, Success, Partial Success,Failed, Queued, Canceled, and In Progress. All is the default.c D uration drop-down options include: Last 24 Hours, Last 7 days,Last 30 days. Last 24 hours is the default.abc12

Bulk Import Content Job Aid16 Click thebutton.17 The Bulk Tools: Jobs Status screen refreshes and lists the jobs matchingyour request. Columns display for the Job ID, the Bulk Job Name, type,Start/Completion dates, the Requester, Status, Size, Action buttons, andOther. Locate your job’s status, and then navigate to the repositorylocation to review your bulk import job.13

Bulk Import Content Job Aid2  Stage Content for Bulk Import(Non-Documentum Users)Some bulk import workflows require a two-part process in which vendorswithout Documentum accounts stage content to an external DocumentumFTP server. Then, their Pearson partners pick up and bulk import thecontent into Documentum.1 G o to the external Documentum FTP kImport.htmlFor MacThe Bulk Import featuremight not be fullyfunctional if Safari’s popup blocker is activated.To deactivate, click theSafari menu in Safari,then uncheck Block PopUp Windows if a checkmark appears next to it.2 The Bulk content delivery page appears.a Type a name for your import in the Job Name text box.Quick Tipsb Select the Repository into which you are importing.   Jobc Select the Business Group you are importing for.d Click thebutton.aNames do notneed to be unique.   Addingyour initialsto a job name mayhelp you locate itmore easily on theJob Status screen.   CharactersAllowedin Job Names: a-z,A-Z, 0-9bcd   SpecialCharactersAllowed in JobNames: - . SPACEThe Job Name shouldnot begin with aSPACE, period, orhyphen. A maximumof 31 characters isrecommended.   Donot use anyof the followingillegal charactersin Job Names:!\/:*?“ ?/\ {}[]”’ „“” ’ ,»« , * 쇆§¶ *ˉ º ˆ& %#@!¡ ,&¿ 14

Bulk Import Content Job Aid3 The Open dialog box appears. Navigate to the content that youwant to import, select it, and then click thebutton.Quick TipTo select multiple files,instead of a folder, clickthe first file, press Shifton your keyboard andthen select other files.When importing multiplefiles, the maximumallowable size for asingle file is 8 GB.For PCClick thebutton.NOTES All files must have a file extension identifier prior to import. Forexample, if you are importing an InDesign file, it must have the .inddfile extension. The only period allowed in a file name will be as partof the file extension. File and folder names should not begin with a SPACE, period, orhyphen. A maximum of 31 characters is recommended.15

Bulk Import Content Job Aid4 P aths to the selected content appear at the bottom of the Bulkcontent delivery page. Click thebutton.5 The Job queued message appears. Click thepop-up window.button on the6 N otify the Pearson business unit that you have uploaded the files to theexternal Documentum FTP server.16

Bulk Import Content Job Aid3  Bulk Import Staged Content(Documentum Users)When vendors without Documentum accounts have staged content to theexternal Documentum FTP server, Pearson people must pick up and bulkimport the staged content into Documentum.1 Select a folder in the Navigation pane to bulk import content into.For MacThe Bulk Import featuremight not be fullyfunctional if Safari’s popup blocker is activated.To deactivate, click theSafari menu in Safari,then uncheck Block PopUp Windows if a checkmark appears next to it.2 Click the BULK TOOLS menu, and then select Import.17

Bulk Import Content Job Aid3 The Import dialog box displays the Repository Location for the bulkImport job.a  Select the Select from the jobs that have already been deliveredcheck box.b  Select the folder type from the Folder Type drop-down menu.c Select the job name from the Job Name drop-down menu.d Select your business group from the Business Group drop-down menu.NOTES Your selection of a Business Group identifies the Business GroupKnowledge Manager as the owner of the content. Your selection of a folder type identifies whether the contentwas migrated from PAL (Legacy PAL-P Folder) or not Common Folder).e Click thebutton.abcdeMore InfoRefer to the DocumentumObject Types QuickReference Guide to learnmore about the differenttypes of content inDocumentum.18

Bulk Import Content Job Aid4 The Job queued message appears. Click thebutton.Quick TipResource forks for Macfiles will be preservedin Documentum duringbulk Import.Quick TipYou can continueworking in otherareas of Documentumwhile your bulk importprocesses.NOTE Should you log out of Documentum or lose your Internetconnection before the upload of your content is complete, the bulkimport process will resume at the point it left off once your Internetconnection is restored.5 The Job Process Component screen appears. At this point, you can closethe screen and queue additional bulk import jobs by following steps 1–4again. The Job Process Component screen will appear after each jobis queued. However, you can get back to the Job Process Componentscreen at any time by clicking the BULK TOOLS menu and then selectingStart Job Process.19