Creating and managing document types
Define the document types that users can select when they add a file to a library.
About this task
Library owners can set document type parameters as follows:
- Default document types
- Whether changing a document type is allowed for a library
Owners also define the properties that are added to the standard metadata of the document.
Users can use document types to classify documents according to a defined set of document types. Each document type has required and optional properties. Users can enter properties when they upload a document. These properties can then be used to search for documents. When users search the Files filter in All Connections search, they can filter by the properties that are used in Document Types.
You can create new document types, or modify existing ones by accessing the Object Store and working inside of the Classes folder.
Note: This procedure shows how select certain properties by right-clicking them. If your browser
does not support this function or if you are having difficulty with your browser, you can also
select the item in the tree view. This action opens a tab on for that item where you can click the
Actions button in that tab.
Procedure
- Open the Administration Console for Content Platform Engine (ACCE) interface and log in as the FileNet P8 domain administrator.
- Create properties:
- Create the document type:
- Click the P8 Domain tab.
- In the tree view, open the object store under Object Stores. The default name of the object store that is created by Connections Content Manager is ICObjectStore
- Open the Data Design folder.
- Open the Classes folder.
- Right-click Document and select New Class.
- Modify properties:
- Expand Document.
- Select the class that you want to modify.
- In the tab for the class, select Property Definitions tab.
- Add and remove properties.
- Modify security settings: