KnowledgeTree Hot Folders Settings Window

This window allows you to add and edit KnowledgeTree Hot Folders configuration settings.

This Window contains the following tabbed pages:

Login Details_________________________________________

This tabbed page displays the URL and the user credentials for KnowledgeTree, and settings for a proxy server connection.

Your KnowledgeTree Login Details

URL

The URL to KnowledgeTree.

User Name

The name of the person authorized to access the server specified in the URL field.

Password

The password used by the person specified in the User Name field, and which is used along with this username as a credential to access KnowledgeTree.

Your Proxy Details

Use Proxy

This check box defines whether to use a proxy connection to KnowledgeTree.

Address

The URL for the proxy server.

Port

The port to use for the proxy server.

Authentication

This check box defines whether to require authenticated connections to the proxy server.

Username

The name of the authenticated user to the proxy server.

Password

The password of the authenticated user for the proxy server.

Document Processing Tab___________________________________

This tabbed page displays the folder locations of the Hot Folders upload and processing folders, and defines how documents are processed on upload.

Document Processing Tab

Folders

Watch

The path to the watchfolder, which is the folder where documents and accompanying XML files are copied or dragged to for upload to KnowledgeTree.

Archive

The path to the archivefolder - successfully uploaded documents are moved to the archivefolder from the watchfolder.

Failure

The path to the failurefolder - documents that fail to upload are moved from the watchfolder to the failurefolder.

Note: When choosing a location for the KnowledgeTree Hot Folders processing folders, do not choose 'desktop'. See the KnowledgeTree Hot Folders 1.1.1 release notes for more information about this known issue.

Document Processing

(Mode) Basic

A document upload method that uses default metadata.

(Mode) Advanced

A document upload method that includes a customized XML file for each uploaded document. Each XML includes metadata specific to the document it accompanies into the watchfolder. KnowledgeTree Hot Folders extracts the metadata for the document, and automatically populates the metadata when adding the document to KnowledgeTree.

Action______________________________________________

... (Browse Buttons adjacent to each [folder name] field)

These buttons each open a Browse For Folder dialog box, where you can create a new folder or select a different folder location for the folder specified in the adjacent field.

OK

This button saves your changes.

Test Connection

This button verifies the connection to KnowledgeTree, based on the URL and on the user name and password you specified.

Cancel

This button closes the KnowledgeTree Hot Folders Settings Window.