Managing Filescan Folders

You can create, delete, or edit Filescan folders for the Filescan connector by using the Server Administrator > Connectors node.

Before you begin

Guidelines for Creating a Filescan Folder

You can use the following guidelines to create a Filescan folder for the Filescan connector.

• The Filescan folders can be located on the Upland AccuRoute Server or any other computer in the local area network.

• All Filescan folders must be shared. The server user account should have full control. User accounts for individual users and devices must have write permissions.

• Create one folder if you want invalid control files to remain in the Filescan folder until someone deletes them. Create two folders if you want the Filescan connector to move invalid control files to a different folder.

Note: The following procedures do not create, delete, or edit the actual folders on the system, only the information in these folders within the Filescan connector. Physically creating, deleting, or editing folders occurs outside of the Server Administrator.

Creating a new Filescan folder

To create a new Filescan folder

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

2. On the console, expand the Server Administrator tree.

3. Right-click Connectors. and select Filescan connector in the details pane.

4. Click Folders > New. The New Folder page opens.

5. In the Folder to scan text box, enter the location of the folder you want to use as a Filescan folder, and click OK.

6. Select Enable Virtual Mode if you want to use a virtual control file for this Filescan folder. If you select this option, indicate the file types that the Filescan connector can collect from the Filescan folder.

7. Click OK to create the Filescan folder.

8. Click OK again to save your changes to the connector.

Editing  a Filescan folder

To edit a Filescan folder

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

2. Expand the Server Administrator tree.

3. Right-click Connectors. and select the Filescan connector in the Connectors details pane.

4. Click the Folders option.

5. Select the Filescan folder you want to edit and click Properties.

6. In the Folder to scan text box, enter the location of the folder you want to use as a Filescan folder, and click OK.

7. Select Enable Virtual Mode if you want to use a virtual control file for this Filescan folder. If you select this option, indicate the file types that the Filescan connector can collect from the Filescan folder.

8. Click OK to edit the Filescan folder.

9. Click OK again to save your changes to the connector.

Deleting a Filescan folder

To delete a Filescan folder

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

2. On the console, expand the Server Administrator tree.

3. Right-click Connectors. and select the Filescan connector in the Connectors details pane.

4. Click the Folders option.

5. Select the Filescan folder you want to delete and click Delete. You must confirm that you want to delete the folder.

6. Click OK to create the Filescan folder.

7. Click OK again to save your changes to the connector.