Discover Fields for a Load File

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Project > Settings > Project Settings tab > Load File Import > Discover Fields

Requires Project -Export Fields - View, Add/Edit Permissions

Users in a role that has the appropriate permissions (for example, as an Organization Administrator) can discover fields from a Load File. This process involves the following steps:

  • Choose a Connector
  • Choose a Folder in the Path
  • Select the Load File
  • Select Settings
  • Preview the Load File

Choose a Connector

From a list of Connectors, select a Connector by clicking the entry for the Connector in the table. Each Connector is shown with the following information:

  • Connector Name— The name assigned to the Connector.
  • Description — The description for that Connector.
  • Type — The type of Connector (for example, NFS).
  • Mode — The mode for the Connector, either Read/Write or Read Only.
  • Server — The The IP address or URL associated with the Connector.
  • Path — The path for the Connector.

Choose a Folder in the Path

  • When you select a Connector, you see the available Folders under Path. Select a Folder.

Select a Load File

  • Once you select a Folder, a list of available Load Files appears to the right of the Path area. The Load File Name, Date Modified, and Size information is reported for each Load File. Make a selection. Once you make a selection, the entire Path is displayed in the Path box below.

Settings

Encoding

Select the appropriate encoding type based on the encoding used to produce the Load File:

  • ISO8859 — Use for a file that has been encoded with only ISO8859-1 values.
  • UTF8 (the default) — Use for a file that has been encoded with only UTF-8 encoded values (pure UTF-8). UTF-8 and ASCII are identical for ASCII values only; for any non-ASCII value (for example, in file names, metadata values, or content), multiple bytes encoded according to the UTF-8 encoding rules will be used to represent the character. In this case, the DAT file would contain multibyte characters.
  • UTF16LE — Use for a file that has been encoded with only UTF-16 LE encoded values (pure UTF-16LE).
  • UTF16BE — Use for a file that has been encoded with only UTF-16 BE encoded values (pure UTF-16BE).
  • MIXED MODE — Use for a file that has delimiters encoded as ASCII characters but the content is UTF-8 encoded. This would apply to DAT files generated from Digital Reef exports using the ASCII/UTF-8 option.

Note: If the encoding of a provided Load File does not match the encoding selection on the given Load File template, the entire Load File import will fail with an error message "The encoding of the provided load file does not match the selection on the corresponding Load File Import Setting."

Delimiters

You can select either DAT Defaults or CSV Defaults, or you can select the appropriate ASCII character (based on ASCII value or represented character) from each drop-down. Make a selection based on the content of your Load File. (The list shows characters that can be rendered; characters that cannot be rendered have the ASCII value.)

  • Column — Specifies the character used as a field separator to separate the columns in the load file. If you do not supply the appropriate field delimiter for the Load File, an import of the Load File will fail because the delimiter information is required to parse data from the Load File. DAT default: ASCII-020, an nonprintable character. CSV default: , (comma).
  • Quote — Specifies the appropriate quote character used to mark the beginning and end of each field in the load file. DAT default: þ, which is ASCII-254. CSV default: " (quote).
  • Multi Value — Specifies a character used to separate multiple values within a field (for example, multiple email addresses in a to or from field). DAT default: ; (semicolon), which is ASCII-059. CSV default: ; (semicolon).
  • Nested Value — Specifies a character used to handle nested values (such as tagging levels). Not all sources have a default for this separator. DAT default: \ (backslash), which is ASCII-092. CSV default: \ (backslash).
  • New line — Specifies the new line character to be used to mark the end of a line within a field. This helps to format long text in a field. DAT default: ®, which is ASCII-174. CSV default: ®

Update Preview

This option enables you to update the preview of the Load File information based on your selections (encoding and delimiter selections).

Preview

This pane enables you to see a preview of the Load File information based on your selections (encoding and delimiter selections) and the order used in the Load File. This pane contains the following:

Column — Displays a column name (a discovered field).

Value — Displays a value (for the first row of data in the Load file).

Commit or Cancel the Operation

  • OK — Saves your encoding and delimiter selections and starts the process of populating the Load File fields list, replacing any fields that resided there before.
  • Cancel — Cancels the discovery process.