How to customize MASV Portal integrations

Portal integration settings let you set custom paths, filter files, and more

When you enable integrations for a MASV Portal, you can use Portal Integration Settings to control the following:

• Subdirectory:  Deliver the files to a custom path by adding a subdirectory for the integration. Type the path you want or route files dynamically based on custom metadata that has been entered by the sender.

• Filters: Choose which files in the package will be delivered to the integration based on file type or file name criteria.

• Mimir metadata: If delivering files to Mimir, add your Mimir metadata form name to match the custom metadata you collect in MASV. This ensures the metadata is passed to Mimir. 

Set a custom subdirectory

You can set a subdirectory to specify a custom path for Portal packages delivered to a specific integration. The path can include static or dynamic custom metadata path elements. For more information about using dynamic elements, see How to use custom metadata with integrations to dynamically route Portal packages. If you set a filter, only the qualifying files are delivered to the destination.

Filters: Deliver files by file type or file name

You can choose which files in a Portal package are delivered to an integration by setting a file type or file name filter (a string that matches any part of the file name). For example, if you receive a package with a variety of file types, such as a set of production files that include RAW files, proxies, and notes (PDFs, CSVs, TXTs), you can set a filter to archive all files in Amazon S3, send only the proxies to a media management and review tool, such as Frame.io, and send the RAW files and notes to on-premises storage. You can set the filter to include or exclude files, and if you prefer, you can use a Regex (Regular Expression) to configure your filter. 

You can deliver the files you want to specific integrations by using filters.

Deliver MASV metadata to Mimir

MASV Portals can be configured to pass metadata to Mimir. You can accomplish this by mirroring a Mimir metadata form with a MASV custom form, and mapping the forms by providing the Mimir form ID in the Portal Integration Settings. For more information, see How to connect MASV with Mimir.

To apply Portal Integration Settings

1. In the MASV Web App, as a Team Owner or Admin, select Request Files with Portals from the sidebar on the left.
2. On the Request Files page, select the menu icon in the Actions column for the Portal that you want to edit.
3. From the menu, select Edit.
4. On the Edit Portal page, select the Integrations tab.
5.  Ensure the integration that you want to configure is enabled (Status column indicates toggle is in the “on” position).
6. In the Settings column, select the Edit button .
7. In the Portal Integration Settings window, do any of the following:
   1. Subdirectory: Type a subdirectory.
   2. Filter: In the Action box, choose Include or Exclude, and enter file extensions in the File types box and/or type a file name string that you want to match in the File name string box. If you prefer to use a RegEx (Regular Expression) for your filter, select the Use RegEx button and enter the expression. Note: You can switch back to the default (non-ReGex mode) by selecting the Use Default button.
   3. Mimir Sidecar Form ID: If you configured a MASV Custom Metadata form to pass metadata to an integration with Mimir, enter the corresponding Mimir form ID in the box.
8. Select OK to close the window.
9. In the lower right corner of the Edit Portal page, select Save to apply the changes.