Creation of the Metadata

Metadata represent the attributes of documents and are assigned to content types. Metadata need to be created before content types are created. There are different types of metadata that DMS by Simova supports. Text, Integer, Boolean, DateTime, Number and GUID can be selected as the type. The type defines the input option of values for the metadata.

Create and publish metadata

The following steps need to be completed to create and publish metadata.

1. Navigate through the DMS by Simova - Administrator role center.
2. Click on the cue All in the Metadata section.
3. Specify the name of the metadata by entering a meaningful name in the Display Name field.
4. Select the Type of the metadata.
5. Execute the action Publish to Repository in the ribbon bar.
6. The metadata is transferred to the repository.
7. The metadata is marked as Published when it has been transferred successfully.

Warning

Please ensure that the correct type of metadata is selected.

Reset publish state

The following steps need to be completed to reset the publish state for a metadata.

1. Navigate through the DMS by Simova - Administrator role center.
2. Click on the cue All in the Metadata section.
3. Mark the metadata that should be resetet.
4. Execute the action Reset Status in the ribbon bar.
5. The Published checkbox will be resetet.

Info

The metadata in the repository is not deleted when the status is reset. The clean-up needs to be done manually in SharePoint if a SharePoint repository is used.

Update metadata from repository

The following steps need to be completed to sync the existing metadata from repository.

1. Navigate through the DMS by Simova - Administrator role center.
2. Click on the cue All in the Metadata section.
3. Execute the action Update Repository in the ribbon bar.
4. The metadata is automatically loaded from the repository and added to the metadata list.

Warning

Only metadata added to a category DMS in the SharePoint columns will be loaded.