To configure a document set:

1. Navigate to Administration > Content Intelligence > Document Sets and select the document set.

2. Select View > Properties > Info.

3. In the Properties page, select the document set language.

4. Click the Document Set Builder tab. Specify the criteria for retrieving documents as described in the following table:

   Table 15.6. Document Set Builder settings

   Field	Description
   Look in:	To include documents from a specific folder, click Select next to Look in: and navigate to the folder containing the documents to process.
   Type:	For classic categorization, to specify the object type of the documents selected for processing, click Select next to Type: and select the object type. In an xCP environment, the document set is automatically configured to process an object model. CIS processes the documents corresponding to the selected object type, including all the documents whose type is inherited from the selected object type.
   Properties	Make sure Properties is already selected to assign documents based on their attributes. Enter the criteria used to select documents. For each rule, select an attribute, an operator and enter a value to test against. In an xCP environment, a rule is automatically added on the type to avoid processing objects whose type is inherited from the selected content model.
   Add Property	To add another rule, click Add Property.

5. For classic categorization, you can test categorization by running the document set in test mode.

   1. In the Processing tab, select Test as the Processing Mode.

      As a consequence, the CIS server set for the test mode is used.

   2. Click Select Taxonomy and select a taxonomy to run the test against.

      For a test run, the CIS server only uses the taxonomy you are testing. The taxonomy does not need to be online. For a production run, all synchronized taxonomies are used for categorization.

   3. When the test is done, switch the document set back to Production mode.

6. Synchronize the document set to make the changes available to the CIS server.