How do I create upload profiles?

How do I create upload profiles?

Upload profiles provide a flexible and organized way to upload assets to Acquia DAM. 

Use upload profiles to:

• Automatically place assets in specific asset groups
• Set release and expiration dates
• Apply default metadata
• Archive assets after upload
• Set version preferences for conflicting assets
• Assign assets to asset groups, categories, and global collections

Upload profiles are essential for asset approval workflows.

Asset approval workflow:

To review assets before release:

• Direct uploaded assets to a pending asset group
• Leave the release date blank
• Set upload profile (glossary term, activate to view definition) permissions for the relevant user role such as contract photographers
• Receive alerts and email notifications as reminders to review uploaded assets
• After you approve assets, move them to a designated asset group and release them

Learn more about upload profiles in the Upload Settings video in Acquia Academy.

Prerequisites

• Administrator access to upload profile settings
• Enabled AI features in Acquia DAM to access AI controls

Create upload profiles

1. Go to the Admin app.
2. Select Upload profiles under Upload Settings in the left navigation.
3. Select Create upload profile.
   • Enter a name for the profile.
   • Select the metadata type.
   • Assign an asset group.
   • Set release and expiration dates as needed.
   • Choose whether to archive assets upon upload.
   • Set version preferences for conflicting uploads.
   • Select asset groups, categories, and global collections for uploaded assets.
4. Configure AI settings in the Post upload processing section:
   • Toggle facial recognition on or off.
   • Toggle AI tags on or off.

   • Toggle AI transcripts on or off.

     
5. Select Create.
6. On the permissions page, choose the appropriate permission for each role for the upload profile.
7. Select Return to Upload Profiles.

Set release and expiration dates

When setting release and expiration dates, choose to release or expire assets on a specific date, in a number of days from the upload date, or release or expire them on upload.
 

Set version preferences

When setting version preferences for conflicting uploads, choose to not auto version conflicting uploads, auto version only the files for conflicting uploads, or auto version files and group information when uploads conflict. If you auto version only the files for conflicting uploads, files will update, but the metadata on the assets in the DAM will not change. If you auto version the file and group information when uploads conflict, files and any mapped metadata will be updated in the DAM.

Add assets to asset groups, categories, and collections

Assets uploaded to an upload profile must be assigned to at least one asset group. They can also optionally be assigned to as many categories and global collections as you'd like. Simply check next to the asset groups, categories, and collections when creating and editing upload profiles to ensure assets are included in the selected upload profile.

Edit upload profiles

To make updates to existing upload profiles:

1. Go to the Admin app.
2. Click Upload profiles under Upload Settings in the left navigation.
3. Click Edit for the upload profile you want to update.
4. Update any information.
5. Click Update to make the changes you've entered to the upload profile or Update and Edit Permissions to update permissions for the upload profile.

Edit upload profile permissions

If you need to make changes to the roles that can upload or review uploads to an upload profile, you can edit permissions for the profile. To edit:

1. Go to the Admin app.
2. Click Upload profiles under Upload Settings in the left navigation.
3. Click Edit Permissions for the upload profile you want to changes permissions for.
4. Update the permissions. Check to allow users in roles to upload, review uploads, or both.
5. Click Return to Upload Profiles.

Edit default metadata for upload profiles

Default metadata is automatically assigned to all assets uploaded to a selected upload profile. To edit default metadata for upload profiles:

1. Go to the Admin app.
2. Click Upload profiles under Upload Settings in the left navigation.
3. Click Edit Default Metadata for the upload profile you want to update.
4. Update any information.
5. Click Update.

How to delete an upload profile

1. Go to the Admin app.

2. Click Upload profiles under Upload Settings in the left navigation.

   

3. Select the Delete icon to the far right of the desired upload profile you want to delete.

Check conflicted asset upload

1. Go to the Admin app > Admin Dashboard > Asset Related Tasks > Conflicted Asset Uploads.

2. On the Profiles With Conflicted Asset Uploads page, verify whether the name of the profile you want to delete is listed.

3. If listed, you must address and resolve all the profile's conflicting asset uploads first. Once resolved, review Upload Profiles again to determine if the delete icon is present.

AI processing controls

Administrators control which AI features process assets uploaded through each profile within the Post upload processing section.

Important notes

• Settings apply only to future uploads and new asset versions.
• Existing AI-processed assets retain their data.
• Manual processing is available through Asset Digest.
• New asset versions use the current upload profile settings.

Common use cases

• Create profiles for privacy-sensitive content.
• Set up test environments for AI features.
• Limit AI processing to specific upload profiles to conserve resources.

See also:

• How does facial recognition work in Acquia DAM?
• How to Use AI Tags in Acquia DAM?
• How do I create video transcripts?

Learn more about upload profiles in the Upload Settings video in Acquia Academy.

Prerequisites

• Administrator access to upload profile settings
• Enabled AI features in Acquia DAM to access AI controls

Create upload profiles

1. Go to the Admin app.
2. Select Upload profiles under Upload Settings in the left navigation.
3. Select Create upload profile.
   • Enter a name for the profile.
   • Select the metadata type.
   • Assign an asset group.
   • Set release and expiration dates as needed.
   • Choose whether to archive assets upon upload.
   • Set version preferences for conflicting uploads.
   • Select asset groups, categories, and global collections for uploaded assets.
4. Configure AI settings in the Post upload processing section:
   • Toggle facial recognition on or off.
   • Toggle AI tags on or off.

   • Toggle AI transcripts on or off.

     
5. Select Create.
6. On the permissions page, choose the appropriate permission for each role for the upload profile.
7. Select Return to Upload Profiles.

Set release and expiration dates

When setting release and expiration dates, choose to release or expire assets on a specific date, in a number of days from the upload date, or release or expire them on upload.
 

Set version preferences

When setting version preferences for conflicting uploads, choose to not auto version conflicting uploads, auto version only the files for conflicting uploads, or auto version files and group information when uploads conflict. If you auto version only the files for conflicting uploads, files will update, but the metadata on the assets in the DAM will not change. If you auto version the file and group information when uploads conflict, files and any mapped metadata will be updated in the DAM.

Add assets to asset groups, categories, and collections

Assets uploaded to an upload profile must be assigned to at least one asset group. They can also optionally be assigned to as many categories and global collections as you'd like. Simply check next to the asset groups, categories, and collections when creating and editing upload profiles to ensure assets are included in the selected upload profile.

Edit upload profiles

To make updates to existing upload profiles:

1. Go to the Admin app.
2. Click Upload profiles under Upload Settings in the left navigation.
3. Click Edit for the upload profile you want to update.
4. Update any information.
5. Click Update to make the changes you've entered to the upload profile or Update and Edit Permissions to update permissions for the upload profile.

Edit upload profile permissions

If you need to make changes to the roles that can upload or review uploads to an upload profile, you can edit permissions for the profile. To edit:

1. Go to the Admin app.
2. Click Upload profiles under Upload Settings in the left navigation.
3. Click Edit Permissions for the upload profile you want to changes permissions for.
4. Update the permissions. Check to allow users in roles to upload, review uploads, or both.
5. Click Return to Upload Profiles.

Edit default metadata for upload profiles

Default metadata is automatically assigned to all assets uploaded to a selected upload profile. To edit default metadata for upload profiles:

1. Go to the Admin app.
2. Click Upload profiles under Upload Settings in the left navigation.
3. Click Edit Default Metadata for the upload profile you want to update.
4. Update any information.
5. Click Update.

How to delete an upload profile

1. Go to the Admin app.

2. Click Upload profiles under Upload Settings in the left navigation.

   

3. Select the Delete icon to the far right of the desired upload profile you want to delete.

Check conflicted asset upload

1. Go to the Admin app > Admin Dashboard > Asset Related Tasks > Conflicted Asset Uploads.

2. On the Profiles With Conflicted Asset Uploads page, verify whether the name of the profile you want to delete is listed.

3. If listed, you must address and resolve all the profile's conflicting asset uploads first. Once resolved, review Upload Profiles again to determine if the delete icon is present.

AI processing controls

Administrators control which AI features process assets uploaded through each profile within the Post upload processing section.

Important notes

• Settings apply only to future uploads and new asset versions.
• Existing AI-processed assets retain their data.
• Manual processing is available through Asset Digest.
• New asset versions use the current upload profile settings.

Common use cases

• Create profiles for privacy-sensitive content.
• Set up test environments for AI features.
• Limit AI processing to specific upload profiles to conserve resources.

See also:

• How does facial recognition work in Acquia DAM?
• How to Use AI Tags in Acquia DAM?
• How do I create video transcripts?