Manage digital asset structure

Digital asset structures are file trees that are used to categorize digital assets. In this section you can create new file trees as well as edit or delete existing file trees. Additionally, you can export file trees as .xslx files in order to edit them in a spreadsheet software. Later you can import them again in order to update the file tree in iPIM DAM accordingly.

Note
In order to create new categories for a file tree, go to the “Digital asset structure” section. Alternatively, you can add new categories in an exported file tree and reimport the file in order to create new categories.

Select file trees

In order to select a file tree, proceed as follows:

  1. Click on the “Select file tree” field to call up the corresponding selection menu.
  2. Search for the file tree. Possibly use the free-text search or the column header tools to filter the list of file trees.
  3. Click on the file tree to select it.

Create file trees

In order to create a new file tree, proceed as follows:

  1. Click on the CREATE button in order to call up the corresponding dialog box.
  1. Enter a file tree ID in the “Identifier” field.
  2. Enter names for the different locales.
    1. Click on the   button in the “Name” field. Then you will be directed to another slider that features individual input fields for the different locales.
    2. Enter the localized names in the respective input fields.
    3. Click on the  BACK button to get back to the previous slider.
  3. Possibly assign a client to the file tree. To do so, select the client from the “Client” menu.
  4. Possibly assign a user right to the category. To do so, click on the “User right” field. Then appears a dialog box which contains a directory structure of the existing rights. Search for the desired right and click on it to select it. Afterwards you will be brought back to the previous slider.
  • In order to finish the process, click on the SAVE button. chevron to the right A success message is shown. The new file tree is now created.
  • In order to cancel the process, click on the CANCEL button.

Edit file trees

In order to edit a file tree, proceed as follows:

  1. Select the file tree as described above.
  2. Click on the MANAGE button to call up the corresponding dialog box.
  3. Make the desired changes.
  • Um den Vorgang abzuschließen, auf den SAVE-Button klicken. Pfeil nach rechts Eine Erfolgsmeldung wird eingeblendet.
  • Um den Vorgang abzubrechen, auf den CANCEL-Button klicken.

Delete file trees

In order to delete a file tree, proceed as follows:

  1. Select the file tree as described above.
  2. Click on the Delete button. Following this, the  CLICK TO CONFIRM button appears.
  3. Click on the  CLICK TO CONFIRM button to confirm the deleting of the file tree.

Export file trees

In order to export a file tree as a .xslx file, proceed as follows:

  1. Select the file tree as described above.
  2. Click on theAction menubutton to call up the action menu behind it.
  3. Click on the “Export” option to call up the corresponding dialog box.
  1. Enter a file name in the input field “File name”.
  2. Select a language level from the “Locale” menu.
  • In order to trigger the export, click on the EXPORT button. You can call up the export file from your local download folder and edit the file in a spreadsheet software.
  • In order to cancel the process, click on the CANCEL button.

Import file trees

In order to reimport an .xlsx file that was edited in a spreadsheet softwareware in order to update the corresponding file tree in “iPIM DAM”, proceed as follows:

  1. Select the file tree as described above.
  2. Click on theAction menubutton to call up the action menu behind it.
  3. Click on the “Import” option to call up the corresponding dialog box.
  1. Drag the import file over the drop area and drop it there. Or click on “Folder Browse files” and call up the import file via the file manager. Following this, the file name of the import file is shown below.
  2. Select the data language of the file from the drop-down menu “Locale”.
  • In order to finish the process, click on the SAVE button. chevron to the right A success message is shown. The file tree is now updated according to the import file.
  • In order to cancel the process, click on the CANCEL button.
Note
Do not change the column headers in the import file in order to guarantee a flawless import. Additionally, make sure that the import file is a .xslx file.

FAQ

What is a digital asset structure?

Digital asset structures are file trees that are used to categorize digital assets. In this section you can create new file trees as well as edit or delete existing file trees.

Is it necessary to assign a user right to a file tree?

No, assigning a user right to the file tree is optional.

What is the purpose of exporting a file tree as an .xlsx file?

The export makes it possible to edit the file tree outside of iPIM in a spreadsheet software. Afterwards, you can reimport the edited file in order to update the corresponding file tree accordingly.

In which file format is the file tree exported?

The file tree is exported as an .xlsx file.

Where can I find the exported file after the export?

You can usually call up the export file from your local download folder. Afterwards, you can edit the file in a spreadsheet software.

What requirement must the import file meet in order for the import to work without errors?

Do not change the column headers in the import file in order to guarantee a flawless import. Additionally, make sure that the import file is an .xlsx file.