How to import multiple drawings or documents at a time using a zip file.
- Create a folder in which to put the drawing and/or document files you want to upload. Supported file types are currently pdf, kml, and kmz.
- Copy the files into the folder.
- Optionally create a manifest.csv file, and copy this into the folder with the drawing/document files.
- Compress the folder.
- On the Samm website, go to Drawing and Docs, and select Import from .zip from the green Upload menu.
- On the Import page, select the zip file you have just created. If you are not using a manifest file, then un-tick Require manifest.csv.
- Click Import. This will take you to a report page that will tell you whether the import has succeeded. If not, you can fix the errors that it reports and then try again.
- If the import succeeds, you can then go to the Drawings and Docs page to see the imported files. If you haven’t specified a manifest.csv file, then you will need to edit each of them to add the desired metadata.
Here is an example of the steps using File Explorer on the Windows 8.1 Desktop:
Create a folder for the files to be uploaded (e.g. Upload).
Copy the drawing/document files into that folder.
Optionally create a manifest.csv file and copy it into the Upload folder with the drawing/document files to be uploaded.
Right-click on the Upload folder, choose Send to, and then choose Compressed (zipped) folder. This will create Upload.zip.
Once you have your zip file, then on the Samm website, select your Project, go to Drawing and Docs, and select Bulk Upload from the green Upload menu.
On the Import page, select the zip file you have just created. If you are not using a manifest file, then uncheck Require manifest.csv. Click on Import to import the files.
This will take you to a report page that will tell you whether the import has succeeded. If not, you can fix the errors that it reports and then try again.
You can then go to the Drawings and Docs register to see the imported files. If you haven’t specified a manifest.csv file, then you will need to edit each of them to add the desired metadata
Using a manifest file
Using a manifest file has the following advantages:
- You can specify the metadata for each imported file. The manifest file content can be input using a spreadsheet, which may be more convenient than editing the files one at a time using the web site.
- You can choose to exclude files from the import, by simply not including them in the manifest.
- The system will do additional checking to ensure that the imported information is valid.
Creating the manifest file
The manifest file is a CSV file. It must be called manifest.csv, and can be edited in a text editor or as a spreadsheet. Here is an example of a manifest file for the Quickstart example:
File Name, Number, Name, Current, Revision, Status, WBS Item Number, Type, Discipline, Auto Push
Demo Drawing 1 - REV 2.pdf, 1 ,Demo Drawing 1, Yes, 2, For Construction, 1.1, Drawing, Civil, No
Demo Drawing 2 - REV 1.PDF, 2 ,Demo Drawing 2, Yes, 1 ,For Approval, 2, Drawing, Architectural, No
And here is what it looks like if you open it in Excel:
The File Name column corresponds to the file name in the zip file. All the other columns correspond to the drawing metadata fields in Samm. Here is the information for each column.
Column Name Type Required Comments
File Name Text Yes Name of the file within the zip file excluding the top level folder if one was used. For example, in the quickstart we put everything in an Upload folder. This wouldn’t be included in the file name. Number Text No Drawing number. Defaults to blank.
Name Text No Drawing name. Defaults to File Name.
Current Yes/No No “Drawing is current” flag. Defaults to No.
Revision Text No Drawing revision. Defaults to blank.
Status Text No Drawing status. Defaults to blank. If not blank, it must exist in the Drawings & Docs Statuses Organisation List.
WBS Item Number Text No Drawing WBS Item number. Defaults to blank. If not blank, it must exist in the project work breakdown structure.
Type Text No Drawing document type. Defaults to blank. If not blank, it must exist in the Drawings & Docs Types Organisation List.
Discipline Text No Drawing Discipline. Defaults to blank. If not blank, it must exist in the Drawings & Docs Disciplines Organisation List.
Auto Push Yes/No No “Automatically push to project members” flag. If this is set to Yes, then the drawing will be automatically downloaded to iPad users without the user having to go into the Drawing register, select the drawing, and touch the Download button.
The only required column is the File Name column. The others are optional and may be omitted if desired. In most cases, you would usually want to have at least the File Name, Name, and Current columns included.
Omitting values within a row
If you want to omit values in a row, then just leave them empty but keep the commas. For example, in the following, we omit the Status from the first row, and the Type and Discipline from the second.
File Name, Number, Name, Current, Revision, Status, WBS Item Number, Type, Discipline, Auto PushDemo Drawing 1 - REV 2.pdf, 1 , Demo Drawing 1, Yes, 2, , 1.1, Drawing, Civil, NoDemo Drawing 2 - REV 1.PDF, 2, Demo Drawing 2, Yes, 1 ,For Approval, 2, , , No
Including the manifest in the zip file
The manifest file should be included with the other files in the zip file. For example, if we included a manifest in the quick start example, the folder would look like this:
Using a top level folder or not
In the examples, we put everything in a folder called Upload and then compressed that folder. This was purely for convenience as this is the simplest way to create a zip archive in many environments. You can also just zip up the files directly without putting them in a folder if you prefer.
You can have sub-folders in your zip file. If so, the key things to note are:
- The manifest.csv file needs to be at the top level.
- You need to specify the subfolder in the File Name in the manifest.csv file (e.g. “MySubfolder/Demo Drawing 1 – Rev 2.pdf”)