Scheduling a document set

For classic categorization, schedule a document set to analyze new and modified documents regularly.

In an xCP environment, document sets are automatically scheduled to run every 15 minutes. They are set as active and are automatically synchronized. Modify the frequency of the scheduling and synchronize the document set.

To schedule a document set:

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

  2. Select the document set you want to schedule.

  3. Select View > Properties.

  4. Click the Processing tab.

  5. Set the document set schedule to Active.

  6. Specify when the documents should be submitted to the CIS server for processing as described in the following table:

    Table 15.7. Document Set Scheduling settings

    Field

    Description

    Start Date

    Set the day and time to indicate when the first run should happen.

    Repeat

    Set the frequency of the scheduling by typing a number in the Repeat box and selecting the time unit.

    Processing Mode

    For classic categorization, select the Processing Mode: Production or Test.

    If you chose Test, click Select Taxonomy and select a taxonomy to run the test against.

  7. Click OK.

  8. Synchronize the document set to make it available to the CIS server.

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