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Comala Document Management for Data Center
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    Export Metadata - space tools
    Updated Jul 15

    Export Metadata - space tools

    Document Management

    Configuration

    Parameters

    Notifications

    Import

    Clear History

    Support

    Audit Log

    Data Refresh

    (Report Data Population)

    Export Metadata

    1 Overview | 2 When would I want to use this? | 3 Export metadata | 4 Workflow activity

    Overview

    The space tools Export Metadata utility lets you store the document metadata and its values that you have in pages and blog posts, and include them in a migration to the cloud. v7.9.0+

    After exporting the metadata in a space, the following metadata is added as content properties in each document and migrated with the document:

    • Metadata set with the metadata macro of the Comala Metadata app

    • Metadata set with Comala Document Management Data Center set-metadata macro

    • Workflow parameter data that has been edited at the page level

    Workflow parameter data at the space level is included in the migration data with the space workflow migrated to the cloud.

    Pages with no workflow activity do not have metadata exported.

    When would I want to use this?

    The Export Metadata utility

    Prior to migrating to the cloud, it lets you

    • store and include document metadata to include in the migration to the cloud

    When using the Atlassian Confluence Cloud Migration Assistant migration, export metadata completion is checked for each space. Spaces in the migration plan where the utility has not been used are listed in downloadable reports in the Confluence Cloud Migration Assistant vendor app under pre-migration checks.

    Export metadata

    You can use the Export Metadata option to store the metadata for each page and blog post and include it in the migration to the cloud.

    In space tools:

    • Navigate to the Document Management dashboard

    • Choose the Export Metadata tab

    cdmdc_spacetools_exportmetadata.png
    Export Metadata - Space tools

    Under Export Metadata:

    • Choose Export Metadata

    cdmdc_exportmetdata_inprogress.png

    The metadata and values are exported from the following:

    • Metadata macro (from the Comala Metadata app)

    • Set-metadata macro (from the Comala Document Management Data Center macro)

    • Workflow parameters that have been edited at the page level

    Workflow parameter data at the space level is included with the space workflow in the migration.

    Each page and blog post contains metadata as a JSON content property. The metadata can be retrieved in the Confluence Cloud site using the Comala Document Management Cloud document metadata page macro.

    See: Comala Document Management Cloud - Document Metadata page macro

    Workflow activity

    From Comala Document Management v7.10.1, the legacy workflow history for each page with an applied workflow is automatically included in the migration data as a custom content CSV file attachment. This is for use as an auditable record and is not accessible by the Comala Document Management workflow in your cloud site.

    This workflow history is not accessible from the workflow in the cloud site, but can be viewed for audit purposes using the View Historical Activity option in the document activity report for each page.

    cdmc_documentactivity_ViewHistoricalActivity_option.png
    Document activity report on a migrated page with an applied workflow in a cloud site - View Historical Activity option

    However, in versions of Comala Document Management prior to v7.10.1, the space tools Attach Activity and Metadata utilities are available to let you manually create and add a CSV attachment to a page or space home homepage before migration.

    See: How can I preserve workflow history when migrating my data to Confluence Cloud?Preview

     

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