About Collection Locator Component

A Document Collection is a collection of documents with the same property and index metadata. You can route documents to a Document Collection by specifying the Document Collection Key property for the associated job.

The Document Collection Key property acts as a locator key and helps the Data Extractor component identify and route documents to the correct Document Collection. The exact Document Collection location can be an active queue or a specific queue destination (for example, an Archived Volume List).

Since a Document Collection can be uniquely identified by more than one Upland AccuRoute property, the Administrator can configure one or more Document Collection Keys (for example BOL or FileNumber) as needed.

When new documents are added to a Document Collection, the metadata associated with existing documents is automatically applied to them.

Defining the Collection Keys property

You can define the Collection Keys property by using the Server Administrator > Queues node.

To define the Collection Keys property

  1. Start the Server Administrator.

    2. On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

  2. On the console, expand the Server Administrator tree and navigate to Queues.

  3. Double-click the queue you want to configure. The Properties dialog box appears.

  4. Click the Collections tab.

  5. Click Add to define the new collection.

  6. In the Name box, add the name of the collection.

  7. In the Filter section, click Insert and add the filter criteria, for example:  {DocumentState} = ““.

  8. In the Groupings tab, click Add to open the Select Property Dictionary Item and select the required properties.

  9. Similarly, in the Listing tab, click Add to open the Select Property Dictionary Item and select the required properties.

  10. Click OK to create the collection.

Configuring the Collection Locator component

You can configure the Collection Locator component by using the Server Administrator > Components node.

To configure the Collection Locator component

  1. Start the Server Administrator.

    On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator..

  1. On the console, expand the Server Administrator tree and navigate to Components.

  2. Double-click Collection Locator to open the Propertiesdialog box.

  3. Click the Advanced tab and click Add. The Select Property Dictionary Field appears.

  4. Select the property you want to add and click OK to add the property to the Collection Keys section.

  5. In the Search Volume List section, select Active and any other Volume List that should be searched.

  6. Click OK to save your changes.