This window is the second step of the wizard when you are
adding a new 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,
but if you are adding a new transfer mapping object the window name
is Add Export Transfer Mapping.
This screen displays all document classes under the Record and
Record Folder categories. It has the following features:
- You can expand each class by clicking on 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.
- You can 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.
- You can use the Change Properties link
at the top right of each class to add new properties to each class
by opening the Change Transfer Mapping Properties window.
For more information, see Change transfer mapping properties.
Once the properties have been defined, you are returned to this window.
- You are allowed to 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 will see the mandatory
properties at the top that you are not allowed to edit, and you will
notice you are able to edit the mapping values of the other properties
by entering the new value in the text box under the XML
Entity Name column.
- The Propagate button allows you to assign
the new value to all of the child classes of the selected class if
the property exists and it is not a mandatory property in the subclass.
- The User Defined column allows you to indicate
where a mapped field should be located. For record property classes,
the options will be Record, LifeCycle,
and ComputerFile. For folder property classes
they will be Folder and LifeCycle.
These are JITC-defined sections of the output XML and it is up to
the user to know what section to map to. For example, if you select LifeCycle,
that property will be situated in the LifeCycle defined area in the
XML when it is exported. The default will be Record for
all properties of a record class and Folder for
all properties of a folder class.
Important: There will
NOT be any ComputerFile sub-element 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 will not contain a ComputerFile
sub-element if, at export, this Marker record has no content. So,
the XML file will not contain any data for the Marker record that
was mapped to be placed under the ComputerFile area.
- You can use the Display Properties: menu
to display the Show Mandatory and Show
Inherited check boxes in a separate window. Checking these
options hides or shows mandatory or inherited properties respectively
for each class. Click OK to set these options.
These settings appear in the Relationship column.
- OrgMandatory, CoreMandatory,
or NaraMandatory means 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 so forth. Mandatory properties display at
the top of the Relationship list.
- Inherited means that the property data
has been acquired from a superclass. This property will have the inherited
label unless it is also a mandatory property in which case it will
be labeled mandatory. Inherited properties display below 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 will have the User Defined label unless it is also a
mandatory property in which case it will be labeled mandatory. User
Defined properties display below Inherited properties in the Relationship
list.
- Once the properties have been defined, they are grouped into these
three categories in the class display.
- You can use the Additional Properties: menu
to display 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:
- 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 displays
a file system directory path to be used as an alternative 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 record's first associated document.
- If an error occurs when assigning an XML Entity Name, you will
see an alert icon next to the incorrect property name and an alert
message will display at the top of the screen. Change the values of
the invalid entries and click the Refresh button
to reset the property values and remove the error.
Attention: All of the Content 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 new
mapping. This is only available when adding a new transfer mapping.
- Finish creates a new transfer mapping.
This is only available when adding a new transfer mapping.
- Cancel returns you to the previous window
with no changes made. This is only available when adding a new transfer
mapping.
- Apply temporarily make the changes you
have made so far and allows you to remain on this screen for additional
changes. This is only available when editing a pre-existing transfer
mapping.
- Exit closes the wizard. This is only available
when editing a pre-existing transfer mapping.