In-Portal User Manual

This is a wiki-based User Manual for In-Portal Open Source CMS. It is written and maintained by the community and covers every aspect of working with In-Portal. It takes many volunteers to keep it up to date and if you something missing, please consider contributing to our documentation writing effort.

Import

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This page allows configuring the link import options. The following options are available:

  • Import Filename - allows to upload a file for importing or to select a file already on the server. The drop-down lists all the files found under admin/export directory relative to the In-portal root directory. This feature may be used to import large files that otherwise may not be uploaded directly due to PHP/Server limitations. In this case the administrator may upload the files to admin/export directory by other means, such as FTP, and then select them for importing.
  • Fields separated by - fields delimiter for CSV format
  • Fields enclosed by - a character used to enclose field values in CSV file
  • Line endings - controls character(s) used to specify end of line in the file being imported - CR (carriage return) for Unix and CRLF (carriage return + line feed) for Windows
  • Skip First row - skips the first row of the file being imported (usually the first row contains the column titles)
  • Field Titles - if set to "Automatic" the system will try to detect the field order in the file being imported automatically. The field titles need to be exactly the same as listed below in the "Available columns" list box. If a file previously exported from In-portal is being imported back - this option will reliably detect the field order. If a custom file is being imported and it does not contain field titles row or field titles are different from those supported by In-portal, the order of the fields in the file should be configured manually be selecting the fields from the available box by moving them into the left list box, and by arranging them in the same descending order as they are in the file (going left to right).
  • Import category - allows to specify the root category for link import. Any categories and sub-categories created during the import will be created in this category. The Home category is used by default.
  • Category separator - a character used to delimit categories and sub-categories in the "CategoryPath" field. If categories and sub-categories are in separate columns, the separator character is not used. In this case the fields selected above should be Category1..CateogryN according to the file being imported or automatic.
  • Replace duplicates - controls if the links being imported should replace (update) the same links found in the database. Setting this option is mandatory when you want to import the data back into In-portal after modifying it in an external application.
  • Check duplicated by - controls which field of imported file should be used to locate duplicate links and to replace (update) them with the new data from the file. The option is used when "Replace duplicates" is on. The preferred option is "Id field (LinkId)", used when you import a previously exported set of data back into In-portal. LinkId field should be present in the file being imported. Another option is to check the duplicates by Name and/or URL. If both Name and URL are selected - both fields will be used for matching imported records against the existing ones in the database. It is strongly recommended to use both fields to avoid possible data corruption.