With classic categorization, you can submit documents to CIS server in test mode or production mode. You choose the mode when you define the document set.
Although you can use the same CIS server for both production and testing, separate servers are recommended for better performance and availability. Offloading test processing from the production server prevents your tests from competing for resources with the production system.
You can view the documents assigned to a category either after a test processing or after a production processing.
In test mode, CIS server categorizes the documents, but it does not make any permanent update. Use the test mode to refine and validate your category definitions. The test mode allows you to specify the taxonomies you want to test. The taxonomy must be synchronized but does not need to be online. After reviewing the results of a test run, you can clear the proposed categorizations, update the category definitions, and run the test again.
In production mode, all synchronized taxonomies are used for categorization. The following actions can only be performed in production mode:
Assigning a document manually.
Reviewing documents pending approval.
CIS server updates documents and the repository based on the categorization results. Depending on the configuration, CIS performs the following updates:
If the option Link to Folders is active, CIS server links documents into the folders corresponding to the categories.
If the option Assign as Attribute is active, CIS server writes the name of the assigned categories into the specified document attribute.
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