Prerequisite:
Set up form owners, directories, and collections
Before you configure the Content Intake Manager to create socket instances for the forms, you need to set up the following:
1. For each socket instance, select or create a registered user to be the owner of the forms. Record the handle of this user. Later, you will enter this handle in the Default User Handle field. If you select Admin to be the owner, then the Default User Handle will be User-2.
Example: User-2
2. For each socked instance, create a sub-directory within the exports directory: \LiquidOffice\Resources\process\data\exports. Record the full path to this directory. Later, you will enter this path in the Watch Directory field.
Example: \LiquidOffice\Resources\process\data\exports\invoice
Note: It is required that you create the sub-directory within the exports directory.
3. For each socket instance, create a collection on the DocuShare site to be the destination for all forms uploaded from the exports sub-directory you created in step 2. Record the handle of this collection. Later, you will enter this handle in the Target Root Collection Handle field.
Example: Collection-236
4. For each socket instance, create an error directory within the DocuShare home directory. The directory should not be created in the exports directory and the path should not contain spaces. Record the full path to this directory. Later, you will enter this path in the Error Directory field.
Example: \eformslogs\invoice
Note: It is recommended that you create a directory (for example, eformslogs) in which to create each error directory.
Configure the Content Intake Manager
To configure the Content Intake Manger, you use the information that you noted in the Prerequisites section above.
1. On the DocuShare site, log in as admin, click Admin Home, and go to Services and Components | Content Intake | Configuration.
2. On the Content Intake Configuration page, in the Category field, select eForms.
You use this page to create a Content Intake Manager Socket instance for each type of form on your site.
a. In the Name field, enter a unique name for this socket instance. Use common name, such as Invoice. You will use this name for the connect agent that you create later.
b. Select Enabled to activate this socket instance.
c. In the Default User Handle field, enter the DocuShare handle of the user who will be the owner of all the forms for the socket instance.
d. In the Target Root Collection Handle field, enter the DocuShare handle of the collection where you want forms uploaded form the exports sub-directory. The XML data accompanying the forms further defines the locations for content within the target collection.
e. (Optional) In the Collection Path field, enter either a collection title or the path to a sub-collection under the target root collection; if there is a sub collection. If you do not enter a collection path, the forms are uploaded to the collection specified in the Target Root Collection Handle field.
For a collection path, enter a forward slash (/) to designate a collection path relative to the Target Root Collection Handle. If a collection specified in this field does not exist, the Content Intake Manager will create one and assign the Default User as the owner.
Note: In addition to a collection title, you may use substitution tokens in the path. For example, ${fieldname}, where fieldname is the name specified for the field on the form (the Field Name value in the Properties dialog for the field). If the field maps to a DocuShare property, the fieldname must correspond to an existing Docushare property of that exact name (case-sensitive). For example: DS__loantitle field maps to the DocuShare loantitle property.
f. In the Watch Directory field, enter the full path to the appropriate exports sub-directory. For example: \LiquidOffice\Resources\process\data\exports\invoice.
g. In the Error Directory field, enter the full path to the location where copies of undeliverable forms are sent. For example: \eformslogs\invoice.
h. In the Polling Interval field, enter the interval, in millisecond, for the Content Intake Manager to check the exports sub-directory for new content.
i. In the Document Type field, enter either Document or the Name of a custom document object class that you want to assign to this form instance.
If you enter Document, DocuShare assigns a standard DocuShare document object handle and existing document object class properties to all incoming forms using this socket instance. If you want to use a custom document object, you must first create a custom document object class, and then enter the Name of that object class into the field (the name and case must be the same).
j. In the Date Format field, enter the format equivalent you created from information supplied in the table in Chapter 1 of this guide. The default is MM/dd/yyy, which is equivalent to the standard Form Designer format D/M/YYY.
k. In the Decimal Character field, enter the equivalent character (either a period or a comma) that was specified when creating the numeric field on the form. The decimal character separates whole numbers form fractions in floating point and BigDecimal numbers.
3. When you have filled in all of the fields for your socket instance, select Create.
DocuShare creates a unique Content Intake Manager socket instance that monitors the specified exports sub-directory for new form content, then moves the forms to the appropriate collection on the DocuShare site.
If you have additional forms, repeat these steps to create more socket instances.
Solution Updated: February 6th, 2012
Solution ID: 727