Uploader

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The Uploader allows an authorized person to upload CSV, XML, or JSON* files for searching. After the file is uploaded, contact IMAT professional services to help write a report using the uploaded data.

Note that if using a version prior to 9.0, your search server must be preconfigured to accept uploaded files before they can be used.



File Upload

file-selectClick on the image to zoom.

Selecting Files

When selecting files to be uploaded, only CSV, XML, and JSON* files are supported. File sizes are limited to 10 MB or less.

Ensure each file you upload has a unique file name.

Adding files is done in one of two ways:

  • Drag and drop the file from a folder or desktop into the upload box of the Uploader.
  • Click anywhere in the box and select a file.

Each selected file is added to a queue before it is uploaded to the server.

Note:
When using Firefox, CSV files occasionally do not load. If you get an error message when trying to add a file, use Chrome or Edge.

This applies to Version 9.x.

file-edit-nameClick on the image to zoom.

Changing File Names

Uploaded files are stored in the SearchServer. The file name is indexed to allow search retrieval. If uploaded files do not have unique names, multiple files with the same name in the same store can exist.

To avoid having multiple files with the same name, do the following:

  1. Click edit.
  2. Change the file name.
  3. Click anywhere outside of the file name field.

file-uploadClick on the image to zoom.

Uploading Files

After all the files are selected, upload the files to the server with either of the two methods below:

  • Click file_upload to upload individual files.
  • Click Upload All at the bottom of the screen to upload all files simultaneously.

file-successClick on the image to zoom.

After files are uploaded successfully, a green success check appears to the right of the file.


file-removeClick on the image to zoom.

Removing Files

Before the files are uploaded, you may remove files from the upload queue. Choose one of the two options below:

  • Click close next to the file name.
  • Click Clear Queue below the listed files to remove all files simultaneously.

file-cancelClick on the image to zoom.

Canceling Uploads

If you have started uploading a file and decide you need to cancel it, use one of the methods below. Smaller files may upload too quickly to cancel the upload.

  • Click stop.
  • Click Cancel Uploads under the listed files to cancel all uploads in progress or the queue.

file-errorClick on the image to zoom.

Identifying Errors

If an error occurs while uploading a file, a red error message appears below the file that had the error.



QRDA Upload

It is possible to upload QRDA files into the system. All QRDA files must be zipped and password-protected before they can be uploaded. 


qrda

Click on the image to zoom. 

Selecting QRDA Files

To upload a QRDA file, use the following steps:

  1. Click on the QRDA Upload tab.
  2. Select the file in one of two ways:
    1. Drag and drop the file into the box.
    2. Click in the box to select a file to upload.


Entering a Password

Enter the password associated with the file in the provided field. The password will not be needed again within the system.


qrda-remove-file(1)Click on the image to zoom.

Removing QRDA Files

Before the files are uploaded, you may remove files from the upload queue. Choose one of the two options below:

  • Click close next to the file name.
  • Click Clear Queue below the listed files to remove all files.

qrda-uploadClick on the image to zoom.

Uploading QRDA Files

After the password has been entered, upload the files with either of the two methods below:

  • Click file_upload to upload individual files.
  • Click Upload All at the bottom of the screen to upload all files simultaneously.

qrda-cancel-uploads

Click on the image to zoom.

Canceling QRDA Uploads

If you decide to cancel the file upload while in progress, use one of the methods below:

  • Click stop.
  • Click Cancel Uploads below the listed files.


Using Uploaded Files

Once the files are uploaded successfully, contact IMAT professional services for help writing reports using the uploaded files.


* JSON files are not allowed in versions prior to 9.0.