Metadata profiles

Last update: May 3, 2023

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AEM 6.4 has reached the end of extended support and this documentation is no longer updated. For further details, see our technical support periods. Find the supported versions here.

A metadata profile lets you apply default metadata to assets within a folder. Create a Metadata Profile and apply it to a folder. Any asset that you subsequently upload to the folder inherits the default metadata that you configured in the Metadata Profile.

Add a metadata profile

  1. Tap or click the Experience Manager logo and navigate to Tools > Assets > Metadata Profiles, and then tap Create.

  2. Enter a title for the Metadata Profile, for example Sample Metadata, and click Submit. The Edit Form for the Metadata Profile is displayed.

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  3. Click a component and configure its properties in the Settings tab. For example, click the Description component and edit its properties.

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    Edit the following properties for the Description component:

    • Field Label: The display name of the metadata property. It is only for the user reference.
    • Map to Property: The value of this property provides the relative path/name to the asset node where it is saved in the repository. The value should always start with ./ because it indicates that the path is under the asset’s node.

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    The value you specify for Map to property is stored as a property under the asset’s metadata node. For example, if you specify . /jcr:content/metadata/dc:desc as the name of Map to property, Experience Manager Assets stores the value dc:desc at the asset’s metadata node.

    • Default Value: Use this property to add a default value for the metadata component. For example, if you specify “My description” then this value is assigned to the property dc:desc at the asset’s metadata node.

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    NOTE
    Adding a default value to a new metadata property (which does not exist already at the . /jcr:content/metadata node) does not display the property and its value on the asset’s Properties page by default. To view the new property on the Properties page of the asset, modify the corresponding schema form.

  4. (Optional) Add more components to the Edit Form from the Build Form tab, and configure their properties in the Settings tab. The following properties are available from the Build Form tab:

ComponentProperties
Section HeaderField Label,
Description
Single Line TextField Label,
Map to property,
Default Value
Multi Value TextField Label,
Map to property,
Default Value
NumberField Label,
Map to property,
Default Value
DateField Label,
Map to property,
Default Value
Standard TagsField Label,
Map to property,
Default Value,
Description

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  1. Click Done. The metadata profile is added to the list of profiles in the Metadata Profiles page.

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Copy a metadata profile

  1. From the Metadata Profiles page, select a profile to make a copy of it.

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  2. Click Copy from the toolbar.

  3. In the Copy Metadata Profile dialog, enter a title for the new copy of the profile.

  4. Click Copy. A copy of the profile appears in the list of profiles in the Metadata Profiles page.

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Delete a metadata profile

  1. From the Metadata Profiles page, select a profile to delete.

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  2. Click Delete Metadata Profiles in the toolbar.

  3. In the dialog box, click Delete to confirm the delete operation. The metadata profile is deleted from the list.

Apply a metadata profile to folders

When you assign a metadata profile to a folder, any subfolders automatically inherit the profile from its parent folder. This means that you can assign only one metadata profile to a folder. As such, consider carefully the folder structure of where you upload, store, use, and archive assets.

If you assigned a different metadata profile to a folder, the new profile overrides the previous profile. The previously existing folder assets remain unchanged. The new profile is applied on the assets that are added to the folder later.

Folders that have a profile assigned to it are indicated in the user interface by the name of the profile appearing in the card name.

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You can apply metadata profiles to specific folders or globally to all assets.

Apply metadata profiles to specific folders

You can apply a metadata profile to a folder from within the Tools menu or if you are in the folder, from Properties. This section describes how to apply metadata profiles to folders both ways.

Folders that have a profile already assigned to it are indicated by the display of the profile’s name directly below the folder name.

Apply metadata profiles to folders from Profiles user interface

  1. Tap the Experience Manager logo and navigate to Tools > Assets > Metadata Profiles.

  2. Select the metadata profile that you want to apply to a folder or multiple folders.

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  3. Tap Apply Metadata Profile to Folder(s) and select the folder or multiple folders you want use to receive the newly uploaded assets and tap Done. Folders that have a profile already assigned to it are indicated by the display of the profile’s name directly below the folder name.

Apply metadata profiles to folders from Properties

  1. In the left rail, tap Assets then navigate to the folder that you want to apply a metadata profile to.

  2. On the folder, tap the check mark to select it, then tap Properties.

  3. Select the Metadata Profiles tab and select the profile from the drop-down menu and click Save.

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    Folders that have a profile already assigned to it are indicated by the display of the profile’s name directly below the folder name.

Apply a metadata profile globally

In addition to applying a profile to a folder, you can also apply one globally so that any content uploaded into Experience Manager assets in any folder has the selected profile applied. To apply a metadata profile globally, follow these steps:

  1. Do one of the following:

    • Navigate to https://[aem_server]:[port]/mnt/overlay/dam/gui/content/assets/foldersharewizard.html/content/dam and apply the appropriate profile and tap or click Save.

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    • Navigate to CRXDE Lite to the following node: /content/dam/jcr:content. Add the property metadataProfile:/etc/dam/metadata/dynamicmedia/<name_of_metadata_profile> and tap Save All.

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Remove a metadata profile from folders

When you remove a metadata profile from a folder, any subfolders automatically inherit the removal of the profile from its parent folder. However, any processing of files that has occurred within the folders remains intact.

You can remove a metadata profile from a folder from within the Tools menu or if you are in the folder, from the Properties. This section describes how to remove metadata profiles from folders both ways.

Remove metadata profiles from folders via Profiles user interface

To remove a metadata profile from folders via Profiles user interface, follow these steps:

  1. Tap the Experience Manager logo and navigate to Tools > Assets > Metadata Profiles.

  2. Select the metadata profile that you want to remove from a folder or multiple folders.

  3. Tap Remove Metadata Profile from Folder(s) and select the folder or multiple folders you want use to remove a profile from, then tap Done.

    You can confirm that the metadata profile is no longer applied to a folder because the name no longer appears below the folder name.

Remove metadata profiles from folders by way of Properties

  1. Tap the Experience Manager logo and navigate Assets and then to the folder that you want to remove an metadata profile from.
  2. On the folder, tap the check mark to select it, then tap Properties.
  3. Select the Metadata Profiles tab, then select None from the drop-down menu. Tap Save.

Folders that have a profile already assigned to it are indicated by the display of the profile’s name directly below the folder name.

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