Main Settings (Upload Remote Document)

Note: You must install the Plumtree File Upload Web Service to access this functionality.

You can upload a file to the Knowledge Directory. When you upload a file, it is copied from the remote repository into the portal's document repository and a pointer is created to that copied file.

If you cannot submit a document or file to the Knowledge Directory, request the Edit Document Directory activity right from your portal administrator.  

Note: If you are using Netscape 7.1, the ANSI character set of your client must match that of the name of the file that is being uploaded.  The ANSI character set is determined by the default system locale configuration of your client.  

To upload a remote document:

1. Specify a file by performing one of the following actions:

• Type the UNC path to the document in the File Path text box. Type a local path (for example, C:\myFolder\myFile.txt) or network path. or a network path (for example, \\myComputer\myFolder\myFile.txt).

• Click Browse to navigate to the location of the file you want to submit. You can browse to local drives or network drives.

Notes:

• Depending on how the administrator configured the Web service, the Browse button might not appear, therefore you might not be able to browse to the file. If you do not see a Browse button, type the path in the File Path text box.

• If the Browse button does display and you cannot browse to the folder where the file you want to submit is located, the data source you chose might not have the necessary privileges to access the file location. Click Cancel and resubmit the file. Make sure to choose a different data source.

2. Under Choose Document Type, perform one of the following actions:

• Your portal administrator chose a default document type for this folder. To use the folder's default document type, leave Default Document Type selected.

• To choose a different document type:

1. Select This Document Type.

2. Click Change.

3. In the dialog box, select the document type you want to use and click OK.

Note: To learn more about document types, see Global Document Type Map.

3. Under Choose Knowledge Directory Folders, you can perform the following actions:

• To add a folder, click Add Folder. The list of folders is filtered to show all folders to which you have Select access.

• To remove folders, select the check boxes next to the folders you want to delete, and click .

• To change the order of the names in the list from ascending to descending alphabetical order (or vice versa), click Folder Names.

4. Under Document Content Language, choose the language used for the majority of the document's content. The language you choose is the language by which the document is indexed. The search engine uses the language when searching.

5. Click Finish.

• To display the page associated with this help topic:

1. Click Directory.
2. Click Edit Directory.
3. Open the folder in which you want to store the document.
4. In the Submit Document drop-down list on the right, select Remote Document.
5. In the Choose a Data Source dialog box, expand the folders as necessary or use search to display the data source you want to use.
6. Select the File Upload data source, and click OK.