KnowledgeTree DWI Service Process Overview

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Introduction > KnowledgeTree DWI Service Process Overview

This section provides a walk through overview of the full KnowledgeTree Document Workflow Integration (DWI) Service process.

 

1. Getting Started

1.Disable caching on the KnowledgeTree document management system Server:
1.1.Open the config.ini file (typically located in C:\Program Files\ktdms, or any other location where you have installed the server for the KnowledgeTree DMS).

 

1.1.1.In the KnowledgeTree config.ini file, scroll down to the cacheEnabled element.

 

1.1.2.Set the value to false.

 

1.2.Install KnowledgeTree Document Workflow Integration Service.

Note: Download from the KnowledgeTree website, and note that KnowledgeTree Hot Folders replaces KnowledgeTree DWI Service.

 

1.3.Set up KnowledgeTree DWI-specific metadata in the repository

Note: Create a record of the syntax (spelling, case, grammar) used to define

these metadata elements in the repository, since the format of these elements

must be replicated perfectly in the xml file that is created to accompany each

file that is uploaded to the watchfolder.

Note: This is an optional, although recommended, task - you can upload with unknown

metadata.

 

1.4.Create the XML files

Note: The xml files must comply with the KnowledgeTree DWI Service XML schema,

which is detailed in the DWIService.xsd file included in the installation package.

 

1.5.Manually start KnowledgeTree DWI Service.

Note: This step is only required after the initial installation of KnowledgeTree DWI

Service.

 

1.6.Use the KnowledgeTree DWI Service Configuration tool to edit KnowledgeTree DWI Service settings (if required).

 

 

2.KnowledgeTree DWI Service Events
2.1.KnowledgeTree DWI Service monitors the watchfolder.

 

2.2.When a document is uploaded to the watchfolder, KnowledgeTree DWI Service waits for the accompanying XML file. The document must be uploaded first, followed by the accompanying XML file.

 

2.3.KnowledgeTree DWI Service extracts the document metadata from the XML. The XML file provides all the information about the uploaded document that KnowledgeTree DWI Service requires to effectively and securely store and categorize the document in the KnowledgeTree repository - for example, the document type, fieldsets, fields, permissions structure, storage location.

 

2.4.The document is added to the correct storage location in the KnowledgeTree repository. The document's Document Details page in the Web interface displays the metadata extracted during the upload process.

 

2.5.When KnowledgeTree DWI Service has successfully processed a document, the document and its accompanying XML file is moved to the archivefolder. Any document that does not upload successfully is moved to the failurefolder, along with its accompanying XML file. The admin user manages the content of the KnowledgeTree DWI Service folders - i.e. by cleaning out the content of the archivefolder, or to discover the reason for upload failures and other errors that have caused documents to move to the failurefolder.

 

 

© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.
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