Import Behavior (Behavior) - Revision history

Dsmith: /* Configuring Write Mappings */

2025-05-15T22:03:15Z

Configuring Write Mappings

← Older revision		Revision as of 17:03, 15 May 2025
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	====Configuring Write Mappings====		====Configuring Write Mappings====
			[https://app.supademo.com/demo/cmaprpsoa00w8yh0iogw677rl?step=1 Click here for an interactive walkthrough]

	In this scenario, our '''''CMIS Import''''' provider will only import files from the SharePoint whose "Imported" property column in SharePoint is "No". This lets us know the documents have not been processed by '''Grooper''' yet. Immediately upon import we will use the '''''Write Mappings''''' property to change the values of the "Imported" column from "No" to "InProgess".		In this scenario, our '''''CMIS Import''''' provider will only import files from the SharePoint whose "Imported" property column in SharePoint is "No". This lets us know the documents have not been processed by '''Grooper''' yet. Immediately upon import we will use the '''''Write Mappings''''' property to change the values of the "Imported" column from "No" to "InProgess".

	# ~~<li value=11>~~Select the '''''Write Mappings''''' property and click the ellipsis button to bring up the '''CMIS Update Map''' window. Here we are setting the '''''Imported''''' SharePoint field to the expression <code>"InProgress"</code> which will insert it as a string in SharePoint upon import.~~</li>~~		# Select the '''''Write Mappings''''' property and click the ellipsis button to bring up the '''CMIS Update Map''' window. Here we are setting the '''''Imported''''' SharePoint field to the expression <code>"InProgress"</code> which will insert it as a string in SharePoint upon import.


	~~[[Image:2023_Behaviors_02_HowTo_02_Import-Behavior-Setup_07.png]]~~
	<!--#endregion-->		<!--#endregion-->
	<!--#region Export Behaviors Setup-->		<!--#region Export Behaviors Setup-->

Dsmith: /* Configuring Read Mappings */

2025-05-15T19:33:24Z

Configuring Read Mappings

← Older revision		Revision as of 14:33, 15 May 2025
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	\|}		\|}

	# ~~<li value=8>~~Select '''''Read Mappings''''' property and click the ellipsis button.~~</li>~~		# Select '''''Read Mappings''''' property and click the ellipsis button.
	# In the '''CMIS Import Map''' window you can set which fields you want to map. Here we set the '''''Employee ID''''' field to match the ''Employee_ID'' column from SharePoint.		# In the '''CMIS Import Map''' window you can set which fields you want to map. Here we set the '''''Employee ID''''' field to match the ''Employee_ID'' column from SharePoint.
	~~[[Image:2023_Behaviors_02_HowTo_02_Import-Behavior-Setup_05.png]]~~


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	If you recall, there are two documents in the SharePoint with the '''''DocType''''' column populated: one ''test'', the other ''test2''. There are two '''Document Types''' in the sample '''Content Model''' called ''test'' and ''test2''. As a result, this '''''Read Mapping''''' will allow those two documents to come in classified as those '''Document Types'''. The third document, having no '''DocType''' value from SharePoint, will be classified by default as "Behaviors - Content Model".		If you recall, there are two documents in the SharePoint with the '''''DocType''''' column populated: one ''test'', the other ''test2''. There are two '''Document Types''' in the sample '''Content Model''' called ''test'' and ''test2''. As a result, this '''''Read Mapping''''' will allow those two documents to come in classified as those '''Document Types'''. The third document, having no '''DocType''' value from SharePoint, will be classified by default as "Behaviors - Content Model".

	# <li value=10>Here we are setting the '''''Document Type Name''''' field to match the ''DocType'' column from SharePoint.</li>		# <li value=3>Here we are setting the '''''Document Type Name''''' field to match the ''DocType'' column from SharePoint.</li>

	~~[[Image:2023_Behaviors_02_HowTo_02_Import-Behavior-Setup_06.png]]~~

	====Configuring Write Mappings====		====Configuring Write Mappings====

Dsmith: /* Configuring Read Mappings */

2025-05-15T19:30:05Z

Configuring Read Mappings

← Older revision		Revision as of 14:30, 15 May 2025
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	====Configuring Read Mappings====		====Configuring Read Mappings====
			[https://app.supademo.com/demo/cmapeyybf00831o0ivxndnpif?step=1 Click here for an interactive walkthrough]


	A critical aspect to understand here is document classification upon import. '''''Import Mappings''''' will always classify a document on import. You are effectively telling Grooper: "Every time you import using this '''CMIS Repository''', assign it the '''''Import Behavior's''''' '''Content Type''' by default".		A critical aspect to understand here is document classification upon import. '''''Import Mappings''''' will always classify a document on import. You are effectively telling Grooper: "Every time you import using this '''CMIS Repository''', assign it the '''''Import Behavior's''''' '''Content Type''' by default".

Dsmith: /* Adding Import Definitions */

2025-05-15T13:23:30Z

Adding Import Definitions

← Older revision		Revision as of 08:23, 15 May 2025
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	[https://app.supademo.com/demo/cmao46s34034xyw0i2ch4gbsa?step=1 Click here for an interactive walkthrough]		[https://app.supademo.com/demo/cmao46s34034xyw0i2ch4gbsa?step=1 Click here for an interactive walkthrough]

	# ~~<li value=4>~~Select the '''''Import Definitions''''' property and click the ellipsis button.~~</li>~~		# Select the '''''Import Definitions''''' property and click the ellipsis button.
	# This will bring up the '''''List of Import Definition''''' editor. Click the '''Add''' drop-down and select '''''CMIS Import'''''.		# This will bring up the '''''List of Import Definition''''' editor. Click the '''Add''' drop-down and select '''''CMIS Import'''''.
			# With the '''''CMIS Import''''' definition added, select the '''''CMIS Repository''''' property and choose a '''CMIS Repository''' object.
	~~[[Image:2023_Behaviors_02_HowTo_02_Import-Behavior-Setup_02.png]]~~


	# ~~<li value=6>~~With the '''''CMIS Import''''' definition added, select the '''''CMIS Repository''''' property and choose a '''CMIS Repository''' object.~~</li>~~
	#:*<li class="fyi-bullet"> '''CMIS Repositories''' represent storage locations in an external system. The are created when creating a '''CMIS Connection''' (which establishes the connection between Grooper and the external system). For more information on '''CMIS Connections''' and '''CMIS Repositories''', visit the '''[[CMIS Connection]]''' article.		#:*<li class="fyi-bullet"> '''CMIS Repositories''' represent storage locations in an external system. The are created when creating a '''CMIS Connection''' (which establishes the connection between Grooper and the external system). For more information on '''CMIS Connections''' and '''CMIS Repositories''', visit the '''[[CMIS Connection]]''' article.
			# After selecting a '''CMIS Repository''' you can configure the '''''CMIS Content Type''''' property. The "CMIS Content Type" represents files and folders in a content management systems as well as their metadata properties. In our case, we're choosing the SharePoint document library seen [[#Foundations\|earlier in the article]].
	~~[[Image:2023_Behaviors_02_HowTo_02_Import-Behavior-Setup_03.png]]~~


	# ~~<li value=7>~~After selecting a '''CMIS Repository''' you can configure the '''''CMIS Content Type''''' property. The "CMIS Content Type" represents files and folders in a content management systems as well as their metadata properties. In our case, we're choosing the SharePoint document library seen [[#Foundations\|earlier in the article]].~~</li>~~

	~~[[Image:2023_Behaviors_02_HowTo_02_Import-Behavior-Setup_04.png]]~~

	====Configuring Read Mappings====		====Configuring Read Mappings====

Dsmith: /* Adding Import Definitions */

2025-05-14T21:58:17Z

Adding Import Definitions

← Older revision		Revision as of 16:58, 14 May 2025
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	====Adding Import Definitions====		====Adding Import Definitions====
			[https://app.supademo.com/demo/cmao46s34034xyw0i2ch4gbsa?step=1 Click here for an interactive walkthrough]

	# <li value=4>Select the '''''Import Definitions''''' property and click the ellipsis button.</li>		# <li value=4>Select the '''''Import Definitions''''' property and click the ellipsis button.</li>
	# This will bring up the '''''List of Import Definition''''' editor. Click the '''Add''' drop-down and select '''''CMIS Import'''''.		# This will bring up the '''''List of Import Definition''''' editor. Click the '''Add''' drop-down and select '''''CMIS Import'''''.

Dsmith: /* Adding the Import Behavior */

2025-05-14T15:42:37Z

Adding the Import Behavior

← Older revision		Revision as of 10:42, 14 May 2025
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	In this section we will cover how to configure an '''''Import Behavior''''' with both '''''Read Mappings''''' and '''''Write Mappings'''''.		In this section we will cover how to configure an '''''Import Behavior''''' with both '''''Read Mappings''''' and '''''Write Mappings'''''.
	====Adding the Import Behavior====		====Adding the Import Behavior====
			[https://app.supademo.com/demo/cmao2s7b703s20w0i8d61jlox?step=1 Click here for an interactive walkthrough]


	# Here we have selected a '''Content Type''', specifically a '''Content Model''' named "Behaviors - Content Model".		# Here we have selected a '''Content Type''', specifically a '''Content Model''' named "Behaviors - Content Model".
	# Select the '''''Behaviors''''' property and click the ellipsis button.		# Select the '''''Behaviors''''' property and click the ellipsis button.
	# This will bring up the '''''List of Behaviors''''' editor. Click the "Add" drop-down and select '''''Import Behavior'''''.		# This will bring up the '''''List of Behaviors''''' editor. Click the "Add" drop-down and select '''''Import Behavior'''''.

	~~[[Image:2023_Behaviors_02_HowTo_02_Import-Behavior-Setup_01.png]]~~

	====Adding Import Definitions====		====Adding Import Definitions====

Dsmith: /* Data Model & Extraction */

2025-05-14T15:00:30Z

Data Model & Extraction

← Older revision		Revision as of 10:00, 14 May 2025
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	[https://app.supademo.com/demo/cmanyjj5y03110w0ix89s0t9f?step=1 Click here for an interactive walkthrough]		[https://app.supademo.com/demo/cmanyjj5y03110w0ix89s0t9f?step=1 Click here for an interactive walkthrough]

	# ~~Here~~ is ~~the sample~~ '''Data Model''' selected with three '''Data Fields~~''' and the accompanying '''Data Table~~'''.		# For this sample, there is a '''Data Model''' selected with three '''Data Fields'''.
	# It is configured properly as you can see the successfully extracted information displayed in the '''Data Model Test Results''' area.		# It is configured properly as you can see the successfully extracted information displayed in the '''Data Model Test Results''' area.
	# You can also see the document structure of the extracted information displayed in the '''Document Viewer'''.		# You can also see the document structure of the extracted information displayed in the '''Document Viewer'''.

Dsmith: /* Data Model & Extraction */

2025-05-14T14:54:13Z

Data Model & Extraction

← Older revision		Revision as of 09:54, 14 May 2025
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	====Data Model & Extraction====		====Data Model & Extraction====
			[https://app.supademo.com/demo/cmanyjj5y03110w0ix89s0t9f?step=1 Click here for an interactive walkthrough]

	# Here is the sample '''Data Model''' selected with three '''Data Fields''' and the accompanying '''Data Table'''.		# Here is the sample '''Data Model''' selected with three '''Data Fields''' and the accompanying '''Data Table'''.
	# It is configured properly as you can see the successfully extracted information displayed in the '''Data Model Test Results''' area.		# It is configured properly as you can see the successfully extracted information displayed in the '''Data Model Test Results''' area.
	# You can also see the document structure of the extracted information displayed in the '''Document Viewer'''.		# You can also see the document structure of the extracted information displayed in the '''Document Viewer'''.
			# Most notably, the "Employee ID" field isn't being extracted. This field will be populated by our '''''Import Behavior'''''.

	Most notably, the "Employee ID" field isn't being extracted. This field will be populated by our '''''Import Behavior'''''.
	~~[[Image:2023_Behaviors_02_HowTo_01_Foundations_03.png]]~~

	===Import Behavior Setup===		===Import Behavior Setup===

Dsmith: /* CMIS Repository */

2025-05-13T21:35:33Z

CMIS Repository

← Older revision		Revision as of 16:35, 13 May 2025
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	# ...you can see that because this particular subsite of the SharePoint environment is referenced by a '''Behavior''' that the icon has a green dot and...		# ...you can see that because this particular subsite of the SharePoint environment is referenced by a '''Behavior''' that the icon has a green dot and...
	# ...with it selected you can see the structure of the SharePoint subsite like the column names and their properties.		# ...with it selected you can see the structure of the SharePoint subsite like the column names and their properties.

	~~[[Image:2023_Behaviors_02_HowTo_01_Foundations_01.png]]~~

	====Data Model & Extraction====		====Data Model & Extraction====

Dsmith: /* CMIS Repository */

2025-05-13T21:35:23Z

CMIS Repository

← Older revision		Revision as of 16:35, 13 May 2025
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	====CMIS Repository====		====CMIS Repository====
			[https://app.supademo.com/demo/cmamumc1u01fczr0j7zu0wzeq?step=1 Click here for an interactive walktrhough]


	# Here the imported '''CMIS Repository''' is selected in '''Grooper Design Studio'''.		# Here the imported '''CMIS Repository''' is selected in '''Grooper Design Studio'''.
	# On the '''Type Definitions''' tab...		# On the '''Type Definitions''' tab...