This post is going to be a bit of a specialty post – I couldn’t find any good documentation on doing a bulk document import into our Filesite DMS. So I decided to document the process and fill in some of the gaps that were glossed over in the Admin and Resource Kit Documentation. Hopefully I can save you a good few hours of headache when trying to do a bulk document import within Filesite 😀
1.) Login to your Autonomy DMS Server
2.) Browse to your Autonomy Install Directory and Open Import.exe
—— C:\Program Files (x86)\Autonomy\WorkSite\Server\import.exe
4.) Now we are going to setup our Profile Import Template…
- %F – Sets full name without document extension
- %U – Sets Author/Operator User as System account (dmadmin probably)
- Type of File: Setting it to All will allow the import utility to automatically detect the Filetype. (There is no reason to select anything else)
- DocType: In most installations this will dictate where the file will be Filed. Make sure this matches the destination folder in Filesite!
You can find all the available variables in the WorkSite Server Admin Guide.
5.) Next we want to click on the Security tab – and add all relevant Security groups and Users.
(This will vary depending on your DMS configuration)
6.) When you have completed setting up your Document Profile, Go to:
—-Documents > Import
7.) You will then be greeted by the below Import Documents Window, Click Start to begin the Import Process.
8.) When the Process is complete, Click on View Log. We will want to grab the First Doc ID number shown in the log as we will need it later to Profile the Document.
(New jobs will be appended to the end of this log file)
9.) Now that the Documents have been imported – You should be able to search for them via their DocID #. By default The Import utility will simply file the imported documents into flatspace, So we will need to use second tool called Auto-filer so that each imported document is filed to the proper location!
Download the AutoFiler tool @ https://worksitesupport.interwoven.com/WorkSite
- 8.5 – Download Software > Tools > Worksite Resource Kit 8.5
- 9.0 – Download Software > Tools >iManage Worksite Document AutoFiler 9.0
The Admin Guide says that you can run the tool from any PC that is able to access your DMS server, however in actual practice it would seem that certain functionality only works when running the Autofiler tool from the DMS server itself. I will be using the 8.5 version of AutoFiler – so the process may differ slightly if you are running 9.0.
9.) After you have installed the AutoFiler utility – Browse to:
All Programs > Autonomy > iManage Resource Kit > Auto Filer
10.) When you first run AutoFiler you will be prompted to login to your DMS server.
It is important to note that if you have your server configured to retain the creation date of the imported document rather than the date that the document is filed into filesite (this is a registry setting) – you will want to set this date to a time earlier than it’s original creation date! (When in doubt – set it a few years back!)
12.) Select the Criteria for which a workspace will be chosen to file the documents….
13.) Determine how you want to handle Filing Options & Conflicts…