Adding a Document Type

Adding a document type is one step in the process of archiving reports.

To add a document type

To add a document type

  1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Document Types.

  2. Click clip0002 on the Document Types page. The Document Type page appears.

  3. Modify the following settings: 

NOTE: Changing this value after reports have been filed will not change their input encoding. In order to correctly file reports with an incorrect encoding, you need to delete the existing incorrect reports by a maintenance task, and re-file the original reports into Monarch Server.

NOTE: Changing this value will not change indexes for previously filed reports. A Re-index maintenance task is required to update indexes for previously stored documents.

NOTE: Storage groups with no associated storage volumes are not included in the list.

NOTE: For the model, the field names Def_DocId, Def_FileId, Def_PageNo, and Def_LineNo are reserved for Monarch Server use. If these field names exist in the model already, they will be renamed with the addition of an underscore as a suffix. Alternatively, the field names can be changed by editing the model.

NOTE: To break a report into smaller documents, you need to identify a break field for it. The system uses the break field to divide the report into documents. The division is logical only, because the report remains stored as one file. For example, you may choose the Customer field as the break field for an invoice report. Therefore, every time the system encounters a change in the Customer field (which you may have mapped to a Customer Name keyword type), a new document begins. Use the following fields to specify document break fields.

NOTE: Negative values are not permitted in the Line # field.

NOTE: Before mapping indexes you should select the Index Model and add indexes to the Assigned Indexes box on the Document Type page.

NOTE: If the selected date type index field doesn't exist in report, Last write time is used as a Document Date. If the selected date type index field contains more than one value, the first field value is used as a Document Date.

  1. Fill in the boxes of the page and click Save. The system saves the new document type to the database and displays the updated Document Types page, if the operation is completed successfully.

NOTE: You can specify other settings for a document type, including access rights to users, templates, report instances, report security rules, views available in the document search results page, PDF print settings and digital signature for a document type. The corresponding tabs appear on the Document Type page after you save a new document type and open it for editing.