Checklist: configure for automatic classification

These are the high-level required steps you have to take before automatic document classification works:

  1. Have a clear idea of the kind of XML documents you are going to add to your Object Store. These XML documents must have consistently identified fields whose values populate selected fields in the document classes selected as the "target" class. For details on the things that the XML Classifier looks for in an incoming, well formed XML document, see How the XML Classifier chooses which XSL script to use.
  2. If desired, create the subclass of the default Document Class that the documents are initially assigned to prior to auto classification. This initial document class provides the document's security permissions, which are not changed when the document is assigned to the target document class by auto classification. For more information, see About automatic document classification.
  3. If desired, create the subclasses of the default Document Class to which the automatically classified documents are assigned. These are the "target" classes which the Target Class property in the XML Property Mapping Script's subclass points to.
  4. Based on your knowledge of the expected incoming XML document types, create the XSL script that implements the classification behavior. One of the things the script does is to search the XML document for the property values you need to capture, and then it maps those values into an instance of the "target" document class.
  5. Add the script you've created as a document assigned to that XML Property Mapping Script subclass. The script becomes that document object's content element.
  6. Instruct your client application to perform automatic classification on checkin. This can be done on initial checkin, or can be performed every time a new version of the document is checked in.