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KnowledgeTree Hot Folders > Setting up Hot Folders in the KnowledgeTree DMS
This topic provides guidance to setting up KnowledgeTree Hot Folders.
Setting up Hot Folders involves the following tasks:
| 1. | Use your administrator credentials to log in to KnowledgeTree's DMS Administration module. |
| 2. | Create a new user account, which will be used exclusively for uploads to the KnowledgeTree DMS via KnowledgeTree Hot Folders. |
Notes:
| • | Setting up a Hot Folders-specific user account is optional, but recommended. |
| • | Since one or more Hot Folders users may use this account, ensure that you set the maximum allowable login sessions to allow multiple, simultaneous logins. |
| • | Provide this user account with at least 'write' permission on the destination folder in the KnowledgeTree DMS for content uploaded through Hot Folders. |
| • | See the KnowledgeTree Administrator Manual for more information on adding users. |
| 3. | Create metadata that may be used in the XML files - e.g. document type, fieldsets, and fields. |
Notes:
| • | Configuring metadata for Hot Folders is optional, although recommended. However, note that if you specify document types, fieldsets, or fields in the XML that have not been added to the KnowledgeTree DMS, these will be ignored in the XML. |
| • | Keep a record of the syntax used (spelling, case, grammar) when defining Hot Folders metadata for document type, fieldsets, and fields in the repository. The format of the metadata elements in the repository must match the metadata used in the XML file. |
Warning: When setting up Hot Folders metadata, do not disable KnowledgeTree's
'default' document type.
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