Therefore

The Therefore Import Connector allows users to monitor or “watch” Therefore cases and categories for new files. Any files that have not previously been processed are selected and processed according to the connectors settings. Options include the ability to alter files within Therefore once processed and advanced filtering based on file and/or location metadata.

Note: Umango Job Services must be running in order for source connectors to process.

Settings

Therefore Authentication

Before any import activity can begin, the connector must authenticate against your Therefore on-premise or cloud server. 

    • Therefore Server URL – e.g. https://mydsdomain/docushare 
    • User Name / Password – Enter valid Therefore account credentials 

Click Test Connection to verify credentials and connection. A successful connection will retrieve the schema from the Therefore server and store it within the job settings. 

Note: If the schema is updated on the server (e.g. new metadata fields, categories or case definitions), you must perform another successful Test Connection to refresh and apply the latest schema to this job. 

Watched Location Settings

Select Cases and/or Categories to Watch 

Specify any number of categories or case definitions to watch. 

Additional Options

Number of minutes between checking folder - Determines the interval (in minutes) for checking the folder/collection for new or modified files. 

Post-Processing Options

When watching a location, the import connector monitors for new files. A file is considered new if it has not been processed during a previous run of job services, as determined by the wait interval. After importing a file into Umango, users can configure various options to modify how the processed document is handled within its original location. 

Apply To: 

    • All resources: Applies post-processing actions to every resource retrieved from Therefore. 
    • Only resources that meet selection filters: Restricts post-processing actions to resources that match the specified filter criteria. 

Actions 

    • Don’t do anything: No post-processing actions will be applied. 
    • Delete resources from folder: Removes the processed files from their original location within Therefore. 

Selection Filters

Filter Rules

Regular expressions can be used to identify the files that should be processed. If no filtering rules are added, all files that meet the required file types will be processed. If no file types are added, all files are considered for processing. 

Metadata fields

The standard metadata fields available for the Therefore Import Connector:

  • DocNo – The unique document number assigned by Therefore 
  • Title – The document title, sourced from index data (if available), or from the document metadata 
  • CategoryNo – The category number where the document is stored 
  • CaseDefinitionNo – The case definition number, if the document is linked to a case 
  • StreamNo – The stream number of the document (used for multi-file documents) 
  • CreatedBy – The username of the person who created the document 
  • CreatedDate – The date and time the document was created in Therefore 
  • FileExtension – The file extension of the document (e.g. PDF, TIF, DOCX) 
  • IndexValues – A JSON string containing all index values from the document (used internally or for advanced processing) 


For further information on how to reference these metadata fields refer to the section Referencing Metadata.