Synchronizing a document set

After the creation and anytime you modify a document set, its configuration or its scheduling, synchronize it to make it available to the CIS server.

To synchronize a document set:

  1. Navigate to Administration > Content Intelligence > Document Sets.

  2. Select the document set you want to synchronize.

  3. Select Tools > Content Intelligence > Synchronize.

    In the Synchronize page, CIS servers to Update shows which CIS server is updated based on the processing mode for this document set.

  4. Click OK.

    If you receive any errors or warnings, refer to the error log on CIS server for details.

  5. To check the status of the synchronization process, click View Jobs at the bottom of the page.

    When the synchronization is complete, a message indicating its success or failure is sent to your Documentum Inbox.

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