Defining a Scheduled Import

Steps

  1. Open M-Files Admin.
  2. In the left-side tree view, expand the desired connection to M-Files Server.
  3. In the left-side tree view, expand the document vault of your choice.
  4. Still in the left-side tree view, select the Content Replication and Archiving node.
    The content replication and archiving features are displayed in the right-side pane.
  5. Click New Scheduled Import... on the task area.
    The Scheduled Job Properties dialog is opened.
  6. In the Description field, type in a name for the scheduled import job.
  7. Click Schedule to define a schedule for the import job.
    The Define Schedule dialog is opened.
  8. Define the appropriate schedule using the available options and click OK to close the Define Schedule dialog.
    The schedule option When idle is not supported in M-Files.
  9. On the Package Location tab, define the location for the content package.
    1. Optional: Enable the Import multiple content packages if you want to import multiple packages from the selected location.
    2. Click the ... button to define the location of the content packages to be imported.
    3. Optional: Click Set Account... to define the user account to be used for retrieving the content package from the selected folder.
      You need to use a user account that has read permissions to the selected folder.
  10. Optional: Still on the Package Location tab, enable the Use replication via cloud storage option to import from a cloud storage location.
    1. In the Connection string field, enter the provided connection string for connecting to the cloud storage.
      If you do not yet have the connection string, click Get... to obtain one. This opens up a preformatted e-mail message to be mailed to M-Files customer support.
    2. In the User-specified folder name field, enter a folder location in the cloud storage that will be used for importing to one vault and exporting from another.
    3. In the User-specified password for encryption field, enter a password of your choice that will be used for encrypting content packages. The same password must be used for exporting and importing the same packages.
  11. On the Objects and Files tab, you can specify how objects and files are imported.
    For more information, see Import Objects and Files.
  12. On the Structure tab, you can specify how metadata structure is imported.
    For more information, see Import Structure.
  13. On the Permissions tab, you can specify the permission settings for the imported objects.
    For more information, see Permissions (Importing Content).
  14. Click OK to save the scheduled import job and close the Scheduled Job Properties dialog.

Results

The scheduled import job that you have just defined is added to the Scheduled Export and Import list and will be run according to the defined schedule.