Collecting file system documents

Configure a file system collector to collect documents from specified locations in your file system, according to the schedule and the filter criteria that you define.

Before you begin

Before Content Collector can collect documents, you must configure a source connector otherwise, Content Collector cannot access the source system.

About this task

A file system collector (FSC Collector) collects files from the file server and submits the files to the appropriate task route for further processing. The collected files are processed as defined in the task route, most commonly they are archived into a repository.

Procedure

To configure a file system collector:

  1. Open the Configuration Manager and click Task Routes.
  2. Create or select the task route to which you want to add the collector.
  3. In the Toolbox, click File System Source > FSC Collector and add it to the task route diagram.
  4. On the General page in the right pane, define general settings, such as whether to create hash keys for the collected files or to collect content type information.
  5. On the Schedule page, set a collector schedule by specifying when and how often the collector checks the monitored folders for files to collect.
  6. On the Collection Sources page, specify the file system folders to be monitored by the collector.
    It is also possible to export and import collection sources. This is helpful when you need to manage large sets of collection sources. You can work with XML and CSV files. When you import collection sources, you can select to append the data to the existing list, or to clear or overwrite existing definitions. When you export collection sources, the folder names and the folder depth for monitoring subfolders are written to the file.
    Tip: When you work with XML files, you can package collection sources, user-defined metadata, and list definitions into one file, which is of advantage when you need to port the configuration data.
  7. Specify filter criteria to collect a subset of file system documents from the selected collection sources.
  8. Save your settings.