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Question

Is it possible to populate template fields from the Summary fields of a Word document's properties on import?

Workflow Laserfiche Import Agent Version 10
Updated October 9, 2016
asked on September 15, 2016

Hi,

We have a customer wanting to bulk import (via Import Agent) documents from their file server as they move to Laserfiche.  They have data in the Summary fields in the properties of their Microsoft Word documents that they would like to be able to transfer to template fields e.g. "Author".  Is there a way to achieve this?

Thanks,

Mike

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Answer

SELECTED ANSWER
replied on September 25, 2016

Hi Mike,

 

The tokens are not exposed on the UI yet, but you are able to manually input %(DocumentAuthor), %(DocumentComment), %(DocumentCopyright), %(DocumentRating), %(DocumentSubject), %(DocumentTags), %(DocumentTitle), %(DocumentType) to use them.

 

Thanks,

Huazhen

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Replies

replied on September 17, 2016

Import Agent 10 supports shell properties e.g. "DocumentAuthor", "DocumentSubject", "DocumentComment". You can try to input the token into fields.

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View 8 previous replies
replied on September 17, 2016

Thanks Huazhen, I'll give that a go.

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replied on September 25, 2016

Hi Huazhen,

I'm unable to find any option for the selection of the document properties.  Here are the token options I'm seeing but none of them appear to reference the properties from the word document, can you please advise where it is I can reference the shell properties you mentioned?

Thanks,

Mike

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SELECTED ANSWER
replied on September 25, 2016

Hi Mike,

 

The tokens are not exposed on the UI yet, but you are able to manually input %(DocumentAuthor), %(DocumentComment), %(DocumentCopyright), %(DocumentRating), %(DocumentSubject), %(DocumentTags), %(DocumentTitle), %(DocumentType) to use them.

 

Thanks,

Huazhen

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replied on September 26, 2016

Thank you Huazhen,

No luck I'm afraid.  I have ensured the fields are populated in a Word document:

Uploaded the file to the server on which Import Agent is running (it's an isolated Dev environment so everything has to be loaded to the server), and configured Import Agent with the tokens per your example:

But the metadata doesn't display for the document that has been uploaded to the repository:

Is it a requirement to have the associated application (i.e. MS Word) installed on the server that Import Agent is running on?

Thanks,

Mike

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replied on September 28, 2016

It seems you are not using Microsoft Office for windows. Import Agent 10 uses Windows Shell to retrieve the properties. Are the office files stored in the windows directory? And if you right click the document and check the properties, is the information shown in the details tab?

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replied on September 29, 2016

Sorry for all this Huazhen, but are there any additional requirements, specific versions etc that are needed for the functionality to be available?  We didn't have MS Office installed as it's a server, but have now installed MS Office 365 and confirmed that the document displays the document's properties both in Word (2016) and Explorer.  I've also checked to ensure that the "Remove personal information..." settings are not enabled on the document.

If I check the file properties in Explorer I get the following:

I've recreated the Import profile after installing Office:

But when the document uploads to Laserfiche only the "Document Type" content is filled:

Is there something else I need to enable/configure?

Thanks for all your help with this!

 

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replied on October 5, 2016 • Show version history

Hi Huazhen,

Are you able to advise on this please?

Thanks very much,

Mike

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replied on October 7, 2016

Hi Mike,

 

Sorry for the late response due to holiday last week. Could you please edit the values of property from windows explorer to see if it makes a different?

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replied on October 8, 2016

Hi Huazhen, no problem, I hope you had a good holiday!

Thank you for your response, I was unable to edit any of the details via the Windows Explorer Properties window, however on the "General" tab I saw a security section stating that the files were blocked due to having come from another computer - they had been pasted into a folder on the server for testing.  Once I selected "Unblock" and applied the change I was able to import the document and extract most of the fields.  

The only aspect that hasn't worked is that I am unable to get the subject coming through with %(DocumentSubject).  It shows up in Windows Explorer so is there another property name I should be using?

Thanks again for all your help with this.

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replied on October 9, 2016

Glad to hear you are able to extract most of the fields! I think %(DocumentSubject) is correct. Could you please open a support case to troubleshooting the issue further?

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replied on October 9, 2016

Thanks Huazhen, will do.

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replied on September 16, 2016 • Show version history

There is nothing built into either Import Agent or Workflow. You can probably script it through an Office SDK, but that's a question that might get a better answer on the Office forums.

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