Auto indexing

In the Auto Indexing tab, it is possible to define mappings that will be used for an automated filling of attribute values on document creation or editing. Such a mapping is based on a file type extension.

Figure 110: Document types – autoindexing

To configure a file mapping for the document type

  • Click Add File Mapping; the window for creating a new file mapping will be displayed.

  • Select a file type from the list and click Ok.

  • The list contains all available file types that support auto indexing. The file type can be added once to the document type and will disappear from the list after a successful mapping.

  • Click near the Document Metadata label.

  • You can now select available metadata for this file type and attributes (from the currently selected ImageMaster document type) from the lists. If you have just created a new document type, make sure that the attributes have already been set up, otherwise you cannot define any new mapping entry.

  • If you select the “msg” or “eml” file type, you can define Attachment Processing in the additional panel above the attribute mapping configuration panel.

    Figure 111: Document types – e-mail autoindexing

    The following configuration parameters are available for attachments:

    • Create PDF Attachment: Activate this option to automatically create a PDF overview which includes:

      • e-mail details (sender, addressees, subject, body)

      • list of attachment names

    • Attach Original Mail:

      Activate this option to transform metadata of the MSG file into ImageMaster document attributes and to add the whole MSG file to the ImageMaster document.

    • Extract Attachments:

      Extract e-mail attachments and add them as separate ImageMaster attachments. This extraction is only done for the top level, so if an e-mail attachment itself is of a container type (like ZIP or MSG) this will be stored as is. For ZIP also see the alternative in the next point.

    • Extract ZIP Files (only possible if Extract Attachments is enabled):

      Extract files from ZIP attachments to store as separate attachments. This extraction is only done for the top level up to a defined threshold (see option below).

    • Maximum Number of Container Files (can be configured if Extract ZIP Files is enabled):

      Specify a threshold for the number of files to be extracted from a ZIP file. If the ZIP file contains more files, it is stored as is. Hidden files in a container are ignored and will not be counted.

  • To add another attribute mapping, click .

    The plus button is only available if there are still some attributes left for this document type which have not been mapped so far.

  • An attribute mapping can be deleted by clicking .

  • For an OfficeClient configuration of attributes it is possible to disable editing the indexed attributes by the user. Select the box Editable By User to enable a modification of the mapped attributes.

  • Click Save.