Map CP metadata to Content Manager fields

Map CP metadata to Content Manager fields

ISSUE:

ControlPoint can work in conjunction with Content Manager. In that configuration, CP declares automatically records into CM. During this step, it is possible to transfer CP metadata to CM fields. This can be a mapping to any of CM fields, including custom ones.

HOW TO STEPS:

Here are the names of the CM fields you can potentially map to.

attachedLabels
dateLastUpdated
uri
url
recAccessControl
recAccessionNumber
recActions
recAddressee
recAllContacts
recAllExternalAuthorities
recAllHolds
recAllMeetings
recAllParts
recAllVersions
recAlternativeContainer
recAlternativeContainers
recAlternativeContents
recArchiveInterimDate
recArchiveLocalDate
recArchivePermDate
recArchiveSystem
recAssignee
recAssigneeStatus
recAttachedKeywords
recAuthor
recAuthorityItemCount
recAuthorityItemsDestroyed
recAuthorityItemsURL
recAuthorityLogFolder
recAuthorityLogRecordType
recAutoRenderStatus
recBarcode
recBlueprintTitle
recBypassRecordTypeAccessControls
recCheckedOutOn
recCheckedOutPath
recCheckedOutTo
recClassification
recClassOfRecord
recClient
recConsignment
recContainer
recContents
recCreator
recCurrentAction
recCurrentVersion
recDateAssigned
recDateClosed
recDateCreated
recDateDue
recDateFinalized
recDateImported
recDateInactive
recDateModified
recDatePublished
recDateRegistered
recDeleteAuthoriser
recDeletesNeedsAuthorisation
recDestructionDate
recDisposition
recDispositionChangedDate
recDispositionSchedule
recDocumentAttachPending
recDocumentDetails
recDocumentSize
recDocumentStatus
recDocumentType
recEnablerFlags
recESource
recEStore
recEStoreId
recExtension
recExternalReference
recFilePath
recFinalizeOnSave
recFolderOrigin
recForeignBarcode
recFullClassification
recGeneratedTitle
recHasEmailAttachments
recHasHold
recHasLinkedDocuments
recHistory
recHomeLocation
recHomeLocationStatus
recHomeSpace
recHomeSpaceNumber
recIdolMetadataXML
recIsCheckedOut
recIsContainer
recIsElectronic
recIsEnclosed
recIsInPartSeries
recIsRootOfPartSeries
recIsSigned
recJurisdictions
recKeywords
recLastActionDate
recLastPartRecord
recLatestVersion
recLongNumber
recMakeInactiveDate
recManualDestructionDate
recMediaType
recMeeting
recMimeType
recMovementHistory
recNbrPages
recNeedsDataEntryForm
recNewPartCreationRule
recNextPartRecord
recNextTaskDue
recNotes
recNumber
recOriginatedFrom
recOriginatedFromRun
recOtherContact
recOverdueActions
recOwnerLocation
recPreserveHierarchyOnDataEntry
recPrevPartRecord
recPrimaryContact
recPriority
recRecordsAuthorityID
recRecordType
recRedactedFrom
recRedactionsOf
recRelatedRecord
recRelatedRecs
recRenditionCount
recRepresentative
recRequests
recRetentionSchedule
recReturnDueDateTime
recReviewDate
recRevisionNumber
recRootPartRecord
recSecurity
recSecurityLocks
recSeriesRecord
recSpFarmGUID
recSpGUID
recSpListItemCount
recSpListType
recSpSiteCollectionGUID
recSpType
recSpURL
recSuggestedFileName
recTitle
recTopLevelActions
recTypedTitle
recViewPaneId

If you wish to map CPLOCATION to Notes in CM you can do so if you setup the following Insert Configuration in CP:

  • Source Name = CPLOCATION
  • TargetName = recNotes
  • Metadata type = property

If you are mapping to a custom property, the metadata type is "Field".

Don’t forget to activate Insert Configuration feature. You then need to restart CP Engine if you have made any change to insert configuration.

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Comments

Thanks for sharing this.

I am trying to map a CP property to the CM Classification/File Plan.

Is recClassification the property I need to use. 

I have tried with recClassification and recFullClassification - no luck.

With recClassification, the property in CM remains empty.

With recFullClassification, I get the following error in the insert log of the CM connector (basically indicating the record property could not be set)

20/05/2020 12:05:10 [17] 70-Error: Insert Failed '': InsertId=1226: Couldn't insert file \\SRV01\ControlPointTempLocation\a22d7fcd-c601-42f2-b991-c123f09fd2be\6c61d1cdc6a4da22bd1378ddcf31dd5e\BlankFile.dmy: Failed to set record property recFullClassification to 1AN1 Naval Group Australia Classifications - Manufacture Class

 

Any ideas? Could someone maybe try to map a CP property to the Classification property of a record and verify it actually works?

Thanks

The mappings are primarily intended for copying properties from ControlPoint to corresponding fields in Content Manager.
The previous list published merely tells you the actual target names of available record properties in CM.
It does not confirm that all of those have been tested.

If you find you cannot map to a specific property on that list, you can always create a New Additional field in CM and map the field in CP to that instead.

In CM

To add the additional field to CM:
Select Manage tab – click Additional Fields
Right click inside pane and select New Additional Field
Keep default string type and set name e.g. MyCMField1
Now in order to associate the additional field with Records added…..
Go to Manage > Record Types > Right Click Document > Additional Fields tab > Tick the additional field.

In CP

In Adminisration - insert configurations
set Target Name = the name of your New Additional Field e.g. MyCMField1
set Metadata Type = Field

Restart CP engine after adding field for change to take effect.

Hi All,

I created one Category and can see the results. But , I am not able to export by select all items into csv \ excel and it is showing as error in the output file once export completes. The question is that, can we export the category result into excel or cannot? Thanks

Export in ControlPoint does work in general, however there have been a few cases where specific data being exported caused problems for the export process. If you encountering issues you would be best to log a support case.

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