Xerox SmartSend Support & Software Leaflet
How do I populate Domino metadata using a SMARTsend workflow?
Note: SMARTsend is not able to query the Domino Server for metadata (document attribute) fields.
Therefore, there are some administrative steps that must be performed before a SMARTsend workflow can
be used to populate Domino metadata fields.
Therefore, there are some administrative steps that must be performed before a SMARTsend workflow can
be used to populate Domino metadata fields.
Administration Steps
1. Decide which Domino metadata fields you would like to populate using a SMARTsend workflow. To
know which ones are available, see the design tab of a document in your Domino Document Library.
The most common fields to populate are Categories, Body, and Subject. Therefore, these are the fields
that will be covered in this document.
The most common fields to populate are Categories, Body, and Subject. Therefore, these are the fields
that will be covered in this document.
2. Enter the Domino specific XML into the service settings for Domino
a. Launch Internet Explorer (or other supported browser) and access the SMARTsend site
b. On the SMARTsend Administration Home Page, select Configure Service Settings.
c. On the Configure Service Settings page, click Edit for the Domino service
d. Scroll to bottom of page and insert the following XML:
c. On the Configure Service Settings page, click Edit for the Domino service
d. Scroll to bottom of page and insert the following XML:
<?xml version="1.0" encoding="ISO-8859-1" ?>
<metadataConfig
xmlns="http://www.xerox.com/dsp/2002/services/repositories/domino">
<metadata label="Subject" name="Subject" required="false"/>
<metadata label="Body" name="Body" required="false"/>
<metadata label="WebCategories" name="WebCategories" required="false"/>
</metadataConfig>
<metadataConfig
xmlns="http://www.xerox.com/dsp/2002/services/repositories/domino">
<metadata label="Subject" name="Subject" required="false"/>
<metadata label="Body" name="Body" required="false"/>
<metadata label="WebCategories" name="WebCategories" required="false"/>
</metadataConfig>
Note: This XML can be edited to your own requirements by changing the “metadata” elements of
the xml. The metadata elements consist of the following:
label – This is the text that the user will see when mapping document attributes.
name – This is the name of the field as defined in Domino.
required – This can be set to true or false and specifies whether or not the user has to enter data for
this field in order for the workflow to be successful.
e. Click Apply.
User Steps - Create a SMARTsend Workflow to populate the metadata fields
1. Go to the SMARTsend User Home page and click Add New Distribution Workflow.
2. At the Document Destinations page, add a Domino destination.
3. Click Next.
4. At the Document Name and Type page, enter the document identification and type information as
2. At the Document Destinations page, add a Domino destination.
3. Click Next.
4. At the Document Name and Type page, enter the document identification and type information as
required and click Next.
5. At the Document Attribute screen, click Add Field.
6. At the Attribute Properties dialog, enter a Field Name for the attribute.
Note: It may be easiest to name these fields the same as they are named in Domino. Users can see the fields
that have been defined for them by scrolling down to the attribute mapping section of the Attribute
Properties dialog screen (Figure 1).
6. At the Attribute Properties dialog, enter a Field Name for the attribute.
Note: It may be easiest to name these fields the same as they are named in Domino. Users can see the fields
that have been defined for them by scrolling down to the attribute mapping section of the Attribute
Properties dialog screen (Figure 1).
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