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Document Central Configuration Assistant

Use the Configuration Assistant to import and export configurations for Document Central. You can use it to apply the standard configuration provided by Simova, import a configuration from a partner or your own configuration file, or export your configuration for later use.

The standard configuration includes predefined metadata, content types, and document libraries. You can adapt it to your organization's requirements after importing it.

Setup areas not included

The general module setup and repository selection are not imported with the standard configuration. Set up these areas afterwards by using the guided experience checklist.

Prerequisites

  • You have been assigned the Document Central - Administrator role.
  • You have the configuration file available when importing from the file system.

Importing a configuration

You can import the standard configuration online or import a configuration file from the file system.

  1. Open the Document Central - Administrator role.
  2. Start the Configuration Assistant by selecting Start in the checklist or by selecting Setup > Configuration Assistant.
  3. Select Import as the action.

  4. Select the source:

    • Select Online to import the standard configuration from Simova.
    • Select File System to import your own configuration or a configuration from a partner.

  5. Select Next.

  6. Depending on the selected source, complete one of the following steps:

    • Online: Select Document Central and then select the required configuration language.
    • File System: Select the configuration file.

  7. Review the displayed categories and clear the selection of content that you do not want to import.

  8. If necessary, enable Delete Beforehand for individual categories to delete the existing data in that area before importing.
  9. Select Finish.

The selected configuration areas are now imported. Next, set up the repository and the general module setup.

Exporting a configuration

Export a configuration to reuse it in another environment or provide it to a partner.

  1. Open the Document Central - Administrator role.
  2. Start the Configuration Assistant by selecting Setup > Configuration Assistant.
  3. Select Export as the action.

  4. Select the source for the product definition:

    • Select Online to use a product definition provided by Simova or a partner.
    • Select File System if you have your own product definition as a file.

  5. Select Next.

  6. Depending on the selected source, complete one of the following steps:

    • Online: Select Document Central and then select the required configuration language.
    • File System: Select the file containing the product definition.

  7. If necessary, add your own tables and fields to the product definition.

  8. Select the categories and content to export.
  9. Select Finish.
  10. After completion, download the configuration.

The configuration is then available as a file for a later import.

See also