If you have a large quantity of documents that you wish to upload to OpenGround Cloud Professional, you can use the integrated bulk document upload facility. This facility works outside of a project for documents being uploaded and liked to the Project itself of individual hole locations.
Import CSV File Format Outside of Project
OpenGround Cloud Professionalknows what files to import and where to put them by looking for a CSV file in the selected folder. The file name must be the same as the object name you are importing into, for example: if you are importing into the Projects object the file name must be Project.csv and if you are importing into the Location Details object the filename must be LocationDetails.csv.
The file format is made of object columns and document columns. The object columns are used to identify which object the file is being added to and the document columns are the documents information.
- Object Columns: The first column must always be the Project ID this is then followed by the Key Field names as they appear on the grid within OpenGround Cloud if you are importing documents to a Borehole or child row within a Borehole.
- Example: Project.csv (Only uses the Project ID object column)
- Example: LocationDetails.csv (Uses the Project ID and Location ID object columns)
- Example: Project.csv (Only uses the Project ID object column)
- Document columns: These columns are the same no matter which object you are importing into.
- Name: The name that will be displayed next to the file when viewed in OpenGround Cloud Professional
- Category: The type of document. This can only be one of the document categories already set up in OpenGround Cloud Professional
- Status: Draft or Final
- Path: The path to the document relative to the \FILE\ folder (see below for more information on file structure for importing documents).
File Structure for Importing Documents
OpenGround Cloud Professionalis very specific on a couple of file location items and it is important that these rules are adhered to.
The Import CSV file should be the only file in the folder.
All files to be imported must be in a subfolder relative to the Import CSV file called FILE
Files can be in subfolders but the subfolders must be included in the path column of the Import CSV file.
The screen shot below shows the files in the borehole example above. The LocationDetails.csv file is in the Borehole Files folder.
Once the CSV file has been created you are now ready to import the documents into
OpenGround CloudProfessional. Outside of a project select Import Documents from the Data Migrations menu.
Select the Folder from the saved directory and press Ok.
The upload process should complete successfully and you can check the document/s have been uploaded by entering the project and selecting View from the Project Tab if being attached to the project or if they are linked to locations you will see the document icon next to the Location ID and can click to view the documents from the grid tools menu.
(This is a similar process to uploading individual documents into OpenGround CloudProfessional, see the Document Management section for more information.)
You are then able to select the document and open up the file.
Importing from Inside a Project
Bulk importing of documents inside a project works on the same principle as from outside only the CSV file will need to contain the Location Details data as explained earlier.
Select the Data tab within the Project and choose Import Documents.
From here select the file for import and click OK, the documents should be uploaded successfully. You can then click View All or View Selected to see the uploaded documents.