Configuring the Document Library

Complete the following steps to configure the Document Library destination. Documents routed to this destination will be sent to the Library application using the assigned library profile settings.
  1. In the Destinations tree, right-click the Document Library destination and click Configure.
    The document library destination is created by default during software installation.
  2. If necessary you can modify the destination Name and enter Commentsand a Location.
  3. Optional: You can change the large destination image that displays when configuring a single destination. To do so, click Select Image and choose the appropriate image file (BMP, JPEG, or PNG). To change the image back to the default, click Reset Image.
    The selected image is compressed and scaled to 96x96 pixels. Changing this image does not change the smaller image that displays or the image that displays in the destination tree.
  4. On the Library settings tab, select the appropriate library profile from the list or click the Browse button to display the Manage Document Library Profiles dialog box.
    The library profile contains all of the settings needed to properly “file” the document. All documents sent to the library destination will be assigned the selected profile. Note, if you route the document using a business rule with a library profile assigned, the business rule library profile will be used.
    From the Manage Document Library Profiles dialog box, you can create, modify, and remove library profiles.
  5. Configure a library profile in the Manage Document Library Profiles dialog box.
    1. click New.
    2. Specify the library profile Name and Description.
    3. Determine where documents will be placed in the library. You must first click the Base folder Browse button to select an existing folder. If desired, you can then specify one or more Dynamic folder levels to be placed under the selected Base folder. To create dynamic folders, click Add and enter a folder name. The folder name can consist of text and one or more document properties. To insert document properties, right-click in the text box, and click Insert Document Property. Some example document properties are date/time, document name, data type, and so on. Once you have entered the folder name, click OK.
      You can add, edit, and remove folders, and change the folder order using the buttons next to the box. Each level added becomes a sub folder of the folder above it in the list.
    4. Choose if you want to Send email notification upon filing. If you want to send an email notification when a document is sent to the library, select the check box and click Email. Configure the email setting on the Send Email dialog box.
    5. Specify the file store for documents sent to the library.
      You can choose to leave them in their current file store or move them to a specified file store.
    6. In the Purge documents box, specify how long documents should stay in the library before they are deleted.
  6. Configure options on the More settings tab.
    1. Enter the printing cost per page for black and white and color documents.
    2. Select the appropriate Printer family.
      Printer families are used to configure commands for print languages and map them to destinations based on their capabilities. You can select an existing printer family in the list or create one in the Printer Family Profile dialog box. To create a printer family during single destination configuration, click New. To create during multiple destination configuration, click the Browse button.
    3. Select the appropriate Output process. You can select an existing process in the list or click New to create one using the Process Designer
      Output processes can be created to impact documents as they are being sent to a destination. The processes contain a set of actions which could be used for search and replace, setting finishing options, editing PJL commands, inserting overlays, and so on.

      You can click Edit to edit the selected profile or click Manage to display the Manage Output Process Profiles dialog box, which lists all of the defined profiles. When managing profiles, you can create, import, and export profiles, as well as manage all existing profiles

    4. Optional: If you want to use the selected destination output process instead of the output process assigned to the document, select the Override output process assigned to document check box.
    5. Select the appropriate Failover profile. You can select an existing profile in the list or create one in the Failover Profile dialog box.
      • To create a profile during single destination configuration, click New.
      • To create during multiple destination configuration, click the Browse button.
      Failover profiles specify what should happen to documents when they are sent to inaccessible destinations (they are not able to receive documents).
    6. If you want to use the selected destination failover profile instead of the failover profile assigned to the document, select the Override failover profile assigned to document check box.
  7. On the Error handling tab, configure the error handling options.
    1. Select the appropriate Error handling profile. You can select an existing profile in the list, or create one in the Error Handling Profile dialog box. To create a profile during single destination configuration, click New. To create during multiple destination configuration, click the Browse button.
      Error handling profiles specify what should happen to destinations when an error is detected via SNMP or during transmission of a document.
    2. Choose the Default failover destination.
      This specifies what should happen to documents when they are sent to inaccessible destinations (they are not able to receive documents). You can choose to route the documents to a parent group or a specific destination or group. The parent group where the destination currently resides is selected by default.
  8. Click OK.
After you complete this procedure, the library destination is configured and ready to receive documents.