Setting Up the Content Management System

To produce these documents, Documaker must have a recipient configured that will generate the version of the documents you want to archive. This can be a recipient who is actually receiving the documents or a recipient you created for the purpose of creating archive-versions of the documents.

You must configure a Documaker printer definition to produce the format you want to archive, such as PDF, and write it to a file in the appropriate directory. A batch is then set up for the recipient with the output printer definition. In this batch, you also set up four banner scripts which implement the metadata output to the database and allow for creation of file system sub-directories, and so on. This is described in the topics that follow.

You must configure your content management system with document or folder (or other) attribute fields appropriate to hold the desired indexing metadata. Your users will find the documents you archive by searching for them using these metadata fields. For example, a call center might need to search for documents based on a customer number, telephone number, or customer name. These fields need to be in the database fields, in addition to being in the document content.

Your system may be able to hold the data as attributes of the individual documents and/or document containers such as folders or some other object your system defines. In any case, you will have to make a map of the incoming metadata from your document source to the outgoing data into your destination, field by field. Within the destination content management system, use the administrative tools provided by your system to create the fields or attributes to be filled by the incoming data with each document.