Migrating from a Folder Structure

This tutorial follows the example of a marketing department that wishes to store published media files in Therefore™.

1. Before a profile can be created, a suitable category is required in Therefore™ to which the exported documents can be saved. Good indexing will improve the later handling of documents.

2. Next, start the Therefore™ Document Loader and under Profile click New.

3. The Profile dialog will open. Enter the Profile name.

4. Next, select the Category where the documents should be saved to. The category fields can then be given assignment values from the folder structure and file properties. Clicking on the assignment drop-down displays a list of pre-configured options.

5. To assign values from the folder names the File Object: GetPath can be used together with the relevant folder level. Level 0 is the folder containing the files, and then the level increases one step for each folder above this.

6. Once all fields have been assigned, test the profile by clicking 'Test'. Click OK to save it.

7. Right-click on the Document Loader dialog window and select Options. The 'Options for Automatic Processing Mode' will open.

8. Select the highest folder in the hierarchy as the 'Input folder'. Check the box 'Include sub-folders, specify a 'Processed' and a 'Faulty' folder.

9. Select the profile that was created. If the files should be deleted after saving, check the Data File checkbox. Click OK to save the settings.

10. Right-click on the body of the Document Loader dialog again and select 'Automatic Processing'. This will begin the process of migrating the documents from the selected input folder into the Therefore™ system.