› Workflow › Business processes › Design a basic process › Add an activity › Activity types › CMIS activities › CMIS add document activity › Configure a CMIS add document activity

Configure a CMIS add document activity

Use the following procedure to configure a CMIS add document activity.

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select CMIS > CMIS add document.
  4. Configure the following properties.
    Location
    CMIS site

    The CMIS-compliant site and the CMIS web service URL.

    Repository

    The path to use for uploading the document.

    New document
    Type

    The document to be added to the CMIS site.

    The relevant list of metadata is populated.

    Versioning state

    The version information. Available options are:

    For Azure, enter the static value of the file name, which is available in the Generated documents folder, or select a document variable so that the system adds the document automatically to the repository.

    • None: Adds the document without a version number.
    • Major: Adds the document with version 1.0.
    • Minor: Adds the document with version 0.1.
    • Checked-out: Adds and checks out the document.

    To add a document with a major or minor version, you must enable the Versioning option for a CMIS-compliant site. If you try to add a document with a version (Major or Minor) when Versioning is unavailable, the job is suspended, and a message appears. If Versioning is enabled and you try to add a document without a version (None), the job is suspended.

    Relative path

    The path where you can upload or check in a document to the subfolders within the repository. The path can be a static value or a dynamic variable.

    Source document

    The location of the source document. The location can be a static value or a dynamic variable.

    If you select a Document variable, you can choose a file type to save the document in that format:

    1. Select Specify file type.
    2. On the Source file type list, select the file type, such as BMP, CSV, and TIFF. See the supported mime types.

    For Azure, enter a static value or select a document variable in the Source document field, the document is automatically picked up from the Generated documents folder in the repository. This document must already be present in the Generated documents folder.
    Metadata

    Configure the metadata:

    1. Click Configure.

      The Metadata dialog box is displayed.

    2. On the Mapping column, map the metadata using static or dynamic values. You can also map a document variable to a parameter of the type String.

    3. Click OK.

      At runtime, the values of the relevant document fields are retrieved.

    You must map all the mandatory (required) fields.

    Result
    Document ID

    Unique identifier of the document to be retrieved from the CMIS site. The ID can be a static value or a dynamic variable.

    Once the activity is completed, the value of the selected variable is updated with the Document ID.
  5. Click Save.
    The document is added to the selected target location on the CMIS site. All mapped metadata properties from the selected item are also set for the uploaded document.