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Account Mapping – Metadata Introduction

A default set of file metadata, such as creation date/time, last modified time, filename and file size, are transported over on all CFP jobs where supported by the target cloud provider.

However, many applications, such as content management systems, further apply custom metadata to files. These may relate to review cycles for the document, items such as customers or inventory that are connected to the document, or groups/departments that the document relates to.  Transferring this metadata becomes essential to maintaining the files’ utility if they are moved to a new platform.

This intro provides an overview of metadata concepts that will prepare you for the how-to articles on metadata configuration that follow in the knowledgebase.  Contact your Tervela sales rep for details on adding this option to your account.

Metadata Mapping – Fundamental Concepts

Metadata mapping is fundamentally like user account mapping:  metadata templates and metadata fields on the source are respectively mapped to metadata templates and fields on the target.  Example:  You have a file invoice.pdf, and it contains the following metadata:

  1. Customer ID:  12345
  2. Invoice Status: Paid
  3. Sales ID:  7890

To move the metadata to a new target filesystem you will do the following:

  1. Export the metadata for the invoice.pdf file on the source to a .csv file.  The .csv file’s column headers become the metadata source template.
  2. Create a template of the metadata structure on the target, and match up the metadata fields between the source and target.

The example below covers metadata mapping for just one file, invoice.pdf, but in practice your metadata mapping will process multiple files.

Example of How Metadata is Transferred for One File

Create Metadata Data and Template on the Source

External to CFP, you will need to generate a .csv file that contains metadata for your invoice.pdf file:

SOURCE PATH CUSTOMER ID INVOICE STATUS SALES ID
/Customers/12345/invoice.pdf 12345 Paid 7890

Create Metadata Template on the Target

On the target, you will need to build a template to which you can match up the source metadata. Your target template might have these fields:

CUSTOMER NO. INVOICE STATUS SALES ID SALES OFFICE ID FUTURE USE FIELD

You’ll notice a few things:

  • The Source Path field is not in the target template on the cloud provider. Source Path just defines the file in the source template, so you don’t need to add that to the target template.
  • The metadata fields don’t need to have the same names on the source and target template. You can map Customer ID on the source to Customer No. on the target, for example. Note that data types (text, number, date), which are specified in the target template you build at the cloud provider, do need to match from source to target.  Furthermore, the format of the date field on the source must be converted to the format used at the target.  You specify the date format in the mapping spreadsheet and CFP will convert dates automatically.  See Account Mapping – Metadata Job Setup for additional details on how this works.
  • You can have additional fields in the target template that are not present in the source template.  They will just remain blank for the files that are transferred over.  In this example, the field ‘Future Use Field’ is an additional field on the target that will remain blank.

Map Metadata Fields on Source to Metadata Fields on Target

Lastly, you need to match fields on the source to fields on the target in the mapping spreadsheet:

SOURCE FIELD TARGET FIELD
Customer ID Customer No.
Invoice Status Invoice Status
Sales ID Sales ID
Sales ID Sales Office ID

You can map a single field on the source to multiple fields on the target. In the example above, ‘Sales ID’ on the source is being copied to two different metadata fields on the target, ‘Sales ID’ and ‘Sales Office ID.’

Every metadata field on the source must be mapped to a field on the target, or the spreadsheet validation will fail, but as previously mentioned, you can have unmapped fields on the target.

Updated on May 2, 2019

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