Tuesday, March 23, 2010

LiveLink Object Importer Quick Check List And Tips

  1. For Livelink 9.7: Make sure the entire Object Importer file is surrounded with <import>...</import> tags.
  2. When dealing with category attributes, always enclose the actual attribute value with the xml CDATA tags. Why? Because you never know when some piece of data will contain a character that should be escaped or not even allowed! (ampersands, quotes, ticks, colons, etc...)
  3. Use the sync tag even when you are creating new folders or objects. It just makes life easier.
  4. Depending on how your Object Importer module is set up, either put the entire Livelink object path in the tag or include the <title> tags afterward. 
  5. Watch out for colons in a name. That's a huge no-no. 
  6. If you enclose your attribute values with cdata, then you can just put in a normal carriage return for values that are multiline. Otherwise, use the &amp;br; or &amp;nl; escape.
  7. Keep multiple Object Importer files small and manageable. 
  8. Build the folder structure out first, permissions second, categories third, classifications forth, and everything else last.
  9. You cannot do a move with Object Importer. Don't even bother wasting your time researching that.
  10. Make sure your categories, ACL groups and classifications exist on the server before doing a file load. 
  11. You CAN import files from external sources... like images and docs from a network share. Just make sure the Livelink server processing the OI files can access the external source.
  12. Order of preference in Object Importer is actually based on Windows alphabetical ordering. 
  13. Don't put a shortcut link in the object importer watch folder... you can and will bring down the server.
  14. It is case sensitive!!!
  15. There is a lot of trial and error with OI files, but once you get that one record to load successfully with the correct permissions, classifications, categories, etc, then base the rest of the import process on that. 
  16. Object Importer is a good option if you need to migrate Terabytes of legacy data into Livelink. 
  17. If you are good at SQL, then you have a huge advantage to using Object Importer.
  18. If you have Automatic Document Numbering (ADN) installed, then your Object Importer routine just got more difficult.
  19. Always remember to at least populate the required attributes. 
I like Object Importer.

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