TITAN CMS - Upload Data Instructions

 

Getting Started

Use the "Download All Results to Excel" button found on the Results Tab to extract Data from Titan in the correct format for uploading. Using Excel, save the data upload file in one of the supported formats (XML, CSV, TXT).

When manually preparing a data upload file, pay close attention to the naming of your data columns. The column names must exist in the first row of the data file. Also the columns names must match exactly (case-sensitive) the Data Upload Headings given to the columns in the Data Table.

In addition, to support creating new items and folders, both the Data Table and the data file must be configured with a column for the primary Name of the data record. We recommend using a column that is linked to either the "Workstation Name" or "Page Name" property. If not linking to an existing property, any column with a Data Upload Heading containing the word "Name" will suffice.
 

Data from External Systems

When using data extracted from a third party system, Titan can be configured to store the unique identifier data to maintain referential integrity. Use the External Data Source Key column type to store unique identifiers from external systems.
 

Upload Options

To upload data records into a Data Site, click the "Browse..." button and select a Data Upload File. Supported formats include Comma Separated Values (.CSV), Tab-delimited (.TXT) and XML. After selecting a valid data upload file, the records will be loaded into a grid for review.

 

To begin uploading the content, click the Upload button. While uploading, do not refresh the page or close the window until processing completes. If errors occur during the process, status messages will be shown in the grid.

During the upload process, you may click Cancel to stop the process. Records that have already been uploaded will not be rolled back.

The following options define how the data upload file will be processed:

Add Only

Creates new items from the records in the data upload file where the record does not already exist in Titan. Existence is checked by providing an External Data Source Key column or by specifying a Page URL in the data upload file.

This option will be enabled only if all of the records being processed (folders and items) include the required data for creation, that is, a valid Name for item records and either a valid Name or Page URL for folder records.

When created under a multi-step workflow, new items will always be in the "Editing" state. In 0-step workflow, new items are active and approved immediately.

Add and Update All

In addition to creating the items that do not already exist in Titan, this also updates Data Site items from the records in the data upload file where the record exists in Titan. Existence is checked by providing an External Data Source Key column or by specifying a Page URL in the data upload file. The default behavior is to create a new version for each item being updated.

For items created under a multi-step workflow, the new items will always be in an "Editing" state.

For items updated under a multi-step workflow, the final workflow state depends on the option selections described below.

Skip Workflow (Webmasters only)

As of v6.7 Auto-Checked box to update the current version of a data item instead of creating a new version.

Complete Workflow Immediately (Item Administrators or Webmasters only)

Check this box to invoke a Publish and one or more Approve Workflow Steps after the items have been updated. That is, after the update has completed, the documents will be fully published, approved, and, if appropriate, active on the web site. Leaving this setting unchecked will leave the items in a saved, but not published state. If you don't check this setting, the changes will be made, workflow will be started, but the items will remain unpublished.

Publish Immediately

Check this box to invoke a Publish Workflow Step after the items have been updated. If using a multi-step workflow, it is possible that items will be Published, but not Approved. If you don't check this setting, the changes will be made, workflow will be started, but the items will remain unpublished.

Hide Missing Items (Item Administrators or Webmasters only)

Check this box to hide any of the items at the selected location that do not exist in the data upload file. The hide operation does not apply to Folder records.

Add New Lookup Attributes (view/hide) *v6.7

This option will be enabled when there are new/missing attributes listed on data record in file to upload.  The view link may be clicked to view list of new attributes. The hide link may be used to get back to original view.  When there are no new/missing attributes in upload file, this option will be disabled.

Test Only

Check this box to test the upload process without making changes to data item content.

 

Folders and Hierarchy

It is highly recommended that folders be used to organize Data Site items. The upload process supports creating folders from the information in the data upload file. To create folders, the data file can specify which records are Folders using the IsFolder column (1 = Folder, any other value = Item) and by defining a Page URL column for defining the path to an item's folder.

Upload iCal Data

Benefit:  In the Workstation, users can upload event content that was exported in standard iCal format (.ICS file) from third party calendar tools like Microsoft Outlook or Google Calendar.  The data table/schema Data Upload Heading must follow standards.

ICS Standards

Before you can go uploading ICS files with the upload utility, you need to make sure you have a table correctly configured for the data in that file.

Since ICS is a well-defined standard, we need to create columns in the table that match the well-known fields for that format.  The key will be making sure that the “Data Upload Heading” is set to match the ICS Field.

The table below defines the most likely candidates for uploading into Titan. There are other ICS Fields, though they are less likely to be useful in TitanCMS. 

The iCal standard requires start date to be an actual occurrence date. If it isn’t, the iCal file won’t be recognized in Outlook or other calendar tools that import ical files.

Typically, you will hook up the DTSTART field as a Recurring Date column… but you could also make it a regular Date or Date Time column. The only way to get recurrence patterns from the ICS data is to use the Recurring Date column.

ICS Field

Column Type

TitanCMS Property Linking / Notes

SUMMARY

Textbox*

Page Name, Workstation Name

DESCRIPTION

Textarea**, Freeform

Meta/Short/Long Description

CREATED

Date Time

Start Date

LAST-MODIFIED

Date Time

 

LOCATION

Textbox

 

ORGANIZER

Textbox

 

URL

Textbox

Not LinkParameter

UID

External Data Source Key

 

DTSTART

Date, Date Time, Recurring Date

Not Start Date

DTEND

Date, Date Time

End Date

ATTACH

Textbox

Could possibly use File column type

CATEGORIES

Textbox, Textarea

MetatagKeywords; Not yet ready for
Tags/Lookups, maybe in futur
e

COMMENT

Textarea, Freeform

 

CONTACT

Textbox

 

RESOURCES

Textbox

 

* Textbox means “Basic text input (one line)”

** Textarea means “Basic text input (large)”

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