This window is the second step of the wizard when you are
adding a transfer mapping object. If you choose a pre-existing transfer
mapping object, the wizard skips the first step and you are directed
to this window. If you are editing an existing mapping object, the
window name is Edit Export Transfer Mapping.
If you are adding a transfer mapping object the window name is Add
Export Transfer Mapping.
This screen shows all document classes under the Record and Record
Folder categories. It has the following features:
- Expand each class by clicking the arrow images to show the properties
that were picked for that particular class. Under each class are a
number of properties selected by the user along with the mandatory
properties that are pre-loaded according to each data model.
- Activate an Expand All/Collapse All toggle
by right-clicking any arrow image to see the contents of all classes
or not see the contents of any classes.
- Use the Change Properties link in each
class to add new properties to each class by opening the Change
Transfer Mapping Properties window. For more information,
see the change transfer mapping properties topic. After the properties
are defined, you are returned to this window.
- Edit the mapping values by entering the new value in the text
box under the XML Entity Name column. For example,
under the class, PDF Record, you see the mandatory properties that
you are not allowed to edit. You are able to edit the mapping values
of the other properties by entering the new value in the text box
near the XML Entity Name column.
- Assign the new value to all of the child classes of the selected
class if the property exists using the Propagate option.
This option is true only if the property is not a mandatory property
in the subclass.
- Indicate where a mapped field is located using the User
Defined column. For record property classes, the options
are Record, LifeCycle,
and ComputerFile. For folder property classes,
they are Folder and LifeCycle.
These classes are JITC-defined sections of the output XML and it is
up to you to know what section to map to. For example, if you select LifeCycle,
that property is situated in the LifeCycle defined
area in the XML when it is exported. The default is Record for
all properties of a record class and Folder for
all properties of a folder class.
Important: There is
not any ComputerFile subelement in the export.xml file
for the Marker record class if the record is not associated with a
document in an ROS. If you select the ComputerFile option for a Marker
record class, its exported XML file does not contain a ComputerFile
subelement. This scenario is true if, at export, this Marker record
has no content. So, the XML file does not contain any data for the
Marker record that was mapped to be placed near the ComputerFile area.
- You can use the Display Properties: menu
to show the Show Mandatory and Show
Inherited check boxes in a separate window. Checking these
options hides or shows mandatory or inherited properties for each
class. Click OK to set these options. You see
these settings in the Relationship column.
- OrgMandatory, CoreMandatory,
or NaraMandatory means that the property is
a necessary property for that class and is defined in the base property
mapping XML. These types of properties include mandatory properties
from NARA, DoD V3 specifications, and other sources. Mandatory properties
appear first on the Relationship list.
- Inherited means that the property data
is acquired from a superclass. This property has the inherited label
unless it is also a mandatory property in which case it is labeled
mandatory. You see Inherited properties near Mandatory properties
in the Relationship list.
- User Defined means that the property id
defined only in the current class by an authorized user during configuration.
This property has the User Defined label unless it is also a mandatory
property in which case it is labeled mandatory. You see User Defined
properties near Inherited properties in the Relationship list.
- After the properties are defined, they are grouped into these
three categories in the class display.
- You can use the Additional Properties: menu
to see the Export Audit Data and NARA
Open Content Required check boxes in a separate window.
Click OK to set these options. Setting these
options does the following actions:
- Export Audit Data indicates whether to
export audit logs along with the associated record or folder.
- Nara Open Content Required indicates whether
open content is required. If open content is required but not provided,
errors are logged during the export process.
- The Open Content Alt Src Dir: field shows
a file system directory path to be used as another source for open
content. The file name of any open content candidate file located
in this directory must include the GUID string of the ID belonging
to the first document associated with the record.
- If an error occurs when assigning an XML Entity Name, you see
an alert icon next to the incorrect property name. You also see an
alert message on the screen. Change the values of the invalid entries
and click Refresh to reset the property values
and remove the error.
Attention: All of the Content Platform Engine properties that you
can map to are filtered so that only the appropriate properties are
available.
- Previous returns you to the Add
Export Transfer Mapping window if you are adding a mapping.
This option is only available when adding a transfer mapping.
- Finish creates a transfer mapping. This
option is only available when adding a transfer mapping.
- Cancel returns you to the previous window
with no changes made. This option is only available when adding a
transfer mapping.
- Apply temporarily makes recent changes
and leaves you on this screen for additional changes. This option
is only available when editing a pre-existing transfer mapping.
- Exit closes the wizard. This option is
only available when editing a pre-existing transfer mapping.