Enabling Content Intelligence Services

Before you can use Content Intelligence Services, you must activate the CIS-related objects in the repository to which you want to apply CIS processing.

The repository is automatically enabled for CIS processing during xCP deployment phase or when installing Content Intelligence Services.

Note

You must be logged in as a user with superuser privileges to enable CIS processing. If you do not have sufficient privileges, the CIS options do not appear.

To enable CIS functionality for a repository:

  1. Navigate to Administration > Content Intelligence for the repository you want to process documents from.

    If the Content Intelligence node is not visible, verify if CIS DAR is correctly installed.

  2. Click the Enable repository for Content Intelligence link.

    The Enable Repository for Content Intelligence page appears.

    When you create taxonomies and categories, Documentum Administrator creates corresponding folders, one folder for each taxonomy and category with the same hierarchical relationships. When the Link to Folders option is active, CIS links categorized documents into the folders corresponding to their assigned categories.

    The default location for these folders is in a cabinet named Categories.

    The default path for the Content Intelligence administrative information is /System/Application/CI.

    These two locations cannot be modified.

  3. Enter the host names for the production CIS server and the test CIS server. The host name is made of the IP address or DNS name followed by the port number (optional), for example:

    192.168.1.250:8079
    Default port number is 8079.

    You can define the host names using an IPv6 addresses. When using an IPv6 address, with or without a specific port number, enclose it with square brackets, for example:

    [2001:0db8:0:0:0:0:1428:57ab][2001:0db8:0:0:0:0:1428:57ab]:5678
    

    CIS enables you to categorize documents in production mode or test mode. Although you can use the same CIS server for both production and testing, separate servers are recommended for better performance and availability.

    The specified CIS servers need be running when you enable the repository.

  4. Enter the User Name and password for the CIS server to connect to the repository. The authentication against the repository is required when retrieving documents and assigning documents to categories.

  5. Click OK.

  6. Define Content Intelligence Services configuration.

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