Defining a folder path

Configure a folder path for filing documents in folders in a FileNet® P8 or FileNet IS repository.

Procedure

  1. Select one of these options in the Edit Folder window:
    Option Description
    Literal A constant value. Select the folder from the folder tree or type in the path to the folder in which you want to file the document.
    The maximum number of folders that are displayed for browsing is by default set to 100. To change the setting:
    1. Close Configuration Manager.
    2. Edit the p8Config.xml file, which is in the ctms subdirectory of the Content Collector installation directory.
    3. Change the value of the <maximumFolderDisplay> element in the p8config.xml file as required.
    4. Restart Configuration Manager.
    Note that, depending on your system environment, an out of memory error can occur if you set this value too high and the actual number of folders in the FileNet P8 object store is high.
    Metadata Variable values obtained from a field, such as a file property.
    Regular expression

    Values that result from applying a regular expression to existing metadata, including values obtained by running a search and replace operation using regular expressions.

    Select the metadata type and property you want to be searched for the regular expression and define a regular expression.
    Define replacement regular expression
    This option allows you to provide a pattern for which to search, a value to substitute if that pattern is found, as well as a default value to substitute if that pattern is not found.
    1. In the Replacement regular expression text box, enter the regular expression that will be applied to the metadata property.
    2. In the Replacement string text box, enter the string to substitute if the pattern defined by the regular expression is found.
    3. In the Default value text box, enter the string to substitute if the pattern defined by the regular expression is not found.
    Define matches regular expression
    This option allows you to provide a pattern for which to search, as well as a default value to substitute if that pattern is not found.
    1. In the Matches regular expression text box, enter the regular expression that will be applied to the metadata property.
    2. In the Default value text box, enter the string to substitute if the pattern defined by the regular expression is not found.

    Test the regular expression. In the Test value field, enter a value that should be flagged as matching the pattern that you specified in your regular expression and click Test.

    The Matches field displays in bold the portion of the value that matches the pattern specified in the regular expression and any remaining text that does not match the pattern as normal text. If no match is found, the field displays {None}.

    The contents of the Result field depend on the type of regular expression:
    • For a replacement regular expression, the field displays the matching portion of the string concatenated with the non-matching portion of the string (if any). If no match is found, the default value is displayed (if you entered one).
    • For a matches regular expression, the field displays the replacement string concatenated with the matching portion of the value. If no match is found, the default value is displayed (if you entered one).
    Calculated value Values obtained by joining property values or literals. One or more static values are concatenated with one or more property values to create the folder path.

    For example, you can concatenate the path of the source folder C:\docs\invoices with a literal value _current to create a new folder path such as C:\docs\invoices_current.
    List lookup

    Values obtained by looking up existing metadata in a list. The search is not case sensitive.

    For example, you can select to evaluate the source file path against a list of file paths, return the first path that matched, and use this path to file the document. The selected list name, metadata type and property will be displayed as a List Lookup expression as follows: List name| <Metadata type, Metadata property>, or as in the example, Paths| <File, File Folder Path>.

    This option is available only if you have previously configured lists in the Metadata and Lists section of this application.
  2. Click OK to save your settings.