User guide

Chapter 5, Creating Clients, Projects, Custodians, and Jobs
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click Open. The File Path fields populates with the path and
selected file.
Database Table: Specify the SQL database table (Note: This
table must be created in the Client database.) containing the
ItemGUID list. The first column of the table must be ItemGUID and
defined as nvarchar(36). This is the only requirement of the table.
The rest of the tables may contain any fields or no fields. The loca-
tion of the tables must be in the client database, [CONFIG]_[CLI-
ENT].
Select the option Validate IDs in Table if you want to have the
system check for existence of ItemGUIDs in the Items table. If the
system does not find any ItemGUIDs, an error occurs. If some
ItemGUIDs are missing, it will indicate the missing items in a LOG
file called ImportMissingItems.LOG located in the Job folder.
Under Import Options, select from the following:
Select children of items that are parents - processes the parent item
with attachments. Note: The rule scope options for created rules will
affect parent/child selections as well.
Select a Child Item Handling option:
• Select Item Only
• Select Item and Parent
• Select item, parent, and all children of parent
Click OK to return to the Add Job dialog.
6. (Optional) Repeat step 5 for additional new Item List.
7. To add a container from the Source grid to the Selected Sources box
either double-click the Item List container or select the Item List con-
tainer and click . Repeat for each Item List container. Note: Existing
containers may not be selected when an Item List is selected (appears in
the Selected Sources box). An Item List may not be combined with a
Directory when there is already a Directory source in the Selected
Sources box. An Item List may not be combined with another Item List
when there is already an Item List in the Selected Sources box. Selected
Sources cannot include both an existing source container and a new
source container. Once one or more existing sources (discovered con-