Import Folders

This feature allows you to feed LogicalDOC with files stored in a set of local and/or remote sources. A typical scenario is when you want to introduce LogicalDOC at your premises, and you already have your corporate files stored in shared folders over the network. Once configured, the Import Folder can maintain synchronized the changes that happen in the external source with the documents' repository.

The list of Import Folders is clickable and from the context menu you can take the following actions:

  • Enable / Disable / Delete a specific folder
  • Test Connection to verify the availability of the external path
  • Reset Cache to re-import all the documents inside the selected folder

Click on Add new Import Folder to create a new folder and configure it accordingly in the Properties panel.

You may have import folders of different types and depending on the type you have to provide different configuration parameters. When the import folder is processed, it replicates the same tree that starts from the Path of the source location to the Target folder of LogicalDOC specified in the configuration. The Batch parameter indicates the maximum number of elements inspected at each run.

The content of the Ext. Properties tab is common to all the types.

  • Depth: maximum level of depth in the navigation of the folder tree
  • Template: the template of all imported documents
  • Tags: tags applied to all imported documents
  • On update: choose if you want to import modifications done in the original files as new versions of the same documents or as new documents
  • Delete File after Import: each successfully imported file is deleted from the original location. We strongly suggest not to check this option

History

If you enable the history, all the events that happen during the import process are recorded and made available in the History tab.

Scheduling

What you do in the Import Folders section of the Administration is the configuration of the places where you have external data to be synchronized with LogicalDOC. The processing of the enabled import folders happens in background thanks to the task named Import Folders you can manage in Administration > System > Scheduled Tasks

Metadata

If you put a special file called index.xml in the root of the external source, LogicalDOC will process it to load the metadata(both standard and custom ones) when importing the files. The structure of the index.xml is documented in the xml schema impex.xsd.

Inside the index.xml you reference the files that must be imported, and you also define all their metadata.

You can download a complete example of Import Folder with index file.

Syndication

The Syndication is the process of feeding a remote system with contents stored in your local LogicalDOC installation.

A typical scenario is when you want to implement an Hybrid Cloud where part of the document management system must be published to an external audience. In this context you may configure the local system to push portions of the internal DMS to a second installation hosted outside your premises(in the LogicalDOC Cloud infrastructure or elsewhere).

Once confiigured, the Syndication can maintain synchronized the changes that happen locally with the remote repository.

The list of Syndications is clickable and from the context menu you can take the following actions:

  • Enable / Disable / Delete a specific syndication
  • Test Connection to verify the availability of the remote system
  • Reset Cache to delete all the informations about past synchronizations

Click on Add new Syndication to create a new record and configure it accordingly in the Properties panel.

You may have syndications pointing to different remote systems and/or monitoring different local folders. When the syndication is processed, it replicates the same tree that starts from the Source folder to the Target path of the remote LogicalDOC installation.

  • Remote URL: the URL of the remote LogicalDOC installation
  • Username and Password: the credentials to use when connecting to the remote system
  • Source folder: the local folder to monitor
  • Target path: the path into the remote system that will receive the contents
  • Include and Exclude: comma separated patterns to include or exclude filenames from the synchronization process
  • Max packet size: Maximum size of a chunk sent to the remote system
  • Batch: how many documents must be pushed at each run
  • Earliest date: Documents older than this date will be skipped

Scheduling

What you do in the Syndication section of the Administration is the configuration of the different syndications. But the processing of the enabled syndications happens in background thanks to the task named Syndication you can manage in Administration > System > Scheduled Tasks

Import and Export

Inside the [Import and Export] section of the Administration, you can perform all the configurations regarding import from local and remote folder, import from email accounts, creating of archives and importing from archives.