Creating document types and metadata groups

To be able to attach metadata to documents processed by StreamServer, you must create metadata group resources and document type resources. You add metadata to the metadata groups, and connect the appropriate metadata groups to the document type resources.

Figure 7

Metadata, metadata groups, and document types

Do not use more metadata than you need

To save space in the databases, and improve search performance, you should not use more metadata than you really need. The maximum limit is 750 metadata per document type.

Global resource set

You must create a global resource set for all document types and metadata groups used within an organization. This ensures that all document types, metadata groups, and metadata are unique.

To create a global resource set, you can create a separate Design Center Project, and create the global resource set in this Project. You then add the global resource set to all your Design Center Projects. In each Project, you connect the document type resources to the appropriate Message configurations and Runtime configurations. For example, connect an Invoice document type resource to a Message configuration that produces invoices, and an Order document type resource to a Message configuration that produces orders.

To add a global resource set to a Design Center Project

1	In Design Center, select File > Add to Project. The Add to Project dialog box opens.

2	Click Browse. A file browser opens.

3	Browse to and select the global resource set. The global resource set is added to your Project.

To connect the global resource set to a Message/Runtime configuration

1	Right-click the Message/Runtime configuration view and select Add Resource Set. The Select Resource Sets dialog box opens.

2	Select the global resource set and click OK. The global resource set is connected to the Message/Runtime configuration.