To set property rules that documents must meet:

1. Navigate to Administration > Content Intelligence > Taxonomies.

2. Navigate to the taxonomy or category whose rules you want to set.

3. For a category, click the whistle icon in the Rules column.

   For a taxonomy, select View > Properties > Info.

4. From the Property Rules area, click the Edit link in the Category Property Rule box.

5. In the Property Rules page, to require assigned documents to come from a specific folder, click the Select folder link next to Look in: and navigate to the folder.

6. To require assigned document to have a particular object type, click the Select type link next to Type: and select the object type. The default object type is dm_sysobject. If you have created custom object types, To display or hide an attribute:, describes how to make custom object types available in the CIS component.

7. To assign documents based on their attributes, select the Properties checkbox and enter the criteria used to qualify documents.

   1. Select whether all criteria must be met:

      • ALL indicates that all rules must be satisfied to assign the document.

      • ANY means that the document can be assigned when only one rule is satisfied.

      By default, all property rules must be satisfied.

   2. Select the repository attribute whose value you want to test. The list of attributes differs according to the selected object type. If you have created custom attributes, To display or hide an attribute:, describes how to display custom attributes.

   3. Select the operator used to compare the selected attribute with the test value.

      The list of operators is updated based on the type of the selected attribute.

      The operators greater than or less than can be used to select string values alphabetically. For example, the string ABD is greater than ABC. You can then assign documents using their title, their author, or any other string attribute by alphabetical order, such as: all documents with an author name greater than A and less than C (note that in this case, words starting with C are ignored).

   4. Enter the value to test against in the text box on the right. Values are not case sensitive and accents are ignored.

      To define a rule on the Format attribute, enter the value as it appears in the Property page of the document. For example, to match documents whose format is Microsoft Word Office Word Document 8.0-2003 (Windows), enter the value msw8.

      To define a rule on a date attribute, the value must comply with Documentum date standards. Table 15.5 demonstrate a non-exhaustive list of possible date formats.

      Table 15.5. Date formats for property rules

      Date format	Example
      mm/dd/yy	02/15/1990
      mon dd yyyy	Feb 15 1990
      mm/yy	02/90
      dd/mm/yyyy	15/02/1990
      yyyy/mm	1990/02
      yy/mm/dd	90/02/15
      yyyy-mm-dd	1990-02-15
      dd-mon-yy	15-Feb-90
      month yyyy	February 1990
      month dd yy	February 15 90
      month, yyyy	February, 1990
      month dd, yyyy	February 15, 1990

      Property rules on a date attribute do not take into account the time (hours, minutes, seconds).

   5. To add an additional condition, click the Add Property button and repeat steps b through d.

8. Click OK to return to the rules page.