Advanced Mode, and Customizing XML Files

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KnowledgeTree Hot Folders > Advanced Mode, and Customizing XML Files


Each document uploaded to the KnowledgeTree Hot Folders watchfolder is accompanied by a single XML file - either the default XML that ships with KnowledgeTree Hot Folders (Basic Mode), or a customized XML file, with the document's metadata specified in the XML (Advanced Mode).

 

The default XML is a standard 'template' that contains pre-defined KnowledgeTree metadata (excluding values), such as document type, document title, filename, mime type, etc.

 

 

Customizing the XML files

Before uploading documents, you may open the XML template in a text editor to manually add metadata values for the pre-defined parameters, or to modify the metadata parameters, for a single document, or for bulk uploads.

 

Note: Certain characters prevent XML validation, causing uploads to fail. XML requires that the following characters are replaced when used as field values in an XML:

& (Ampersand): &
< (Left angle bracket): <
> (Right angle bracket): >
" (Quotation mark): "
' (Apostrophe): &apos;

 

Example: <KT:Title>&ExampleTitle</KT:Title> should be <KT:Title>&ExampleTitle</KT:Title>).

 

 

XML Schema

You may use third party applications to automatically create the XML files, but note that KnowledgeTree Hot Folders can only process XML files that are created and modified in compliance with the KnowledgeTree XML schema, which is specified in a XSD file that is included in the KnowledgeTree Hot Folders application folder, and which is documented in detail in the KnowledgeTree Hot Folders Developers Guide, on the KnowledgeTree Wiki.

 

XML file naming format: .ext.xml

The XML file must have the same filename of the document it describes, including the file type extension (e.g. .pdf or .doc). Additionally, the XML file name must be appended with .xml.

 

For example, the XML file name for a document called mydocument.pdf is mydocument.pdf.xml

 

 

EXAMPLE XML FILES

You can download the following example XML files from the KnowledgeTree Hot Folders Developer Guide on the KnowledgeTree Wiki. Use these  examples as a guide to creating the XML files used with KnowledgeTree Hot Folders.

 

XML Example 1 is a template that outlines the required structure of the xml file:

 

 

 

XML Example 2 is a sample XML that includes dummy values, based on the structure in example 1

 

 

 

 

 


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