Connector Framework Server 23.4

# Categorize Documents

Categorization analyzes the concepts that exist in a document and, if those concepts match categories in IDOL Server, adds category information to the document. Categorizing documents is useful because you can alert IDOL users to new content that matches their interests, help them find information through taxonomies, and help them to identify similar documents.

To use categorization, you must have created and trained categories in IDOL Server. CFS queries IDOL by sending the `CategorySuggestFromText` action for each document, and IDOL returns information about any categories that match. If a document does not match any of the categories in IDOL Server, the document is not categorized. For information about how to create and train categories, refer to the IDOL Server Administration Guide.

To categorize documents

1. Stop CFS.
2. Open the CFS configuration file.

3. Create an import task to run the `CategorySuggestFromText` Lua script that is supplied with CFS. For example:

       [ImportTasks]
       Post0=Lua:./scripts/CategorySuggestFromText.lua

4. Open the script in a text editor.

5. Modify the variables in the script so that the script sends actions to your IDOL Server:

   Line | Variable name | Value
   --- | --- | ---
   178 | `idolCategorizeHost` | The host name or IP address of your IDOL Server.
   179 | `idolCategorizePort` | The ACI port of your IDOL Server. The `port` argument in the function `send_aci_action` expects a number, so do not surround the port number with quotation marks.
   184 | `timeoutMilliseconds` | The amount of time, in milliseconds, that CFS waits for a response from your IDOL Server. If CFS does not receive a response within this time limit and the number of retries is reached, the document is not categorized. You should not need to modify the default value, which is 60 seconds.
   185 | `retries` | The number of times that CFS retries a request to your IDOL Server, if the first attempt is not successful.
   186-192 | `sslParameters` | A table of SSL parameters for connecting to your IDOL Server. For more information about the SSL parameters that you can set, refer to the Connector Framework Server Reference.

   For example:

       local idolCategorizeHost = "10.0.0.1"
       local idolCategorizePort = 9000

       ...

       local timeoutMilliseconds = 30000
       local retries = 3
       local sslParameters =
          {
       	SSLMethod = "SSLV23",
       	--SSLCertificate = "host1.crt",
       	--SSLPrivateKey = "host1.key",
       	--SSLCACertificate = "trusted.crt"
          }

6. Save and close the script.

Copyright 2023 Open Text
Version 23.4 | Last updated September 2023

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Product: IDOL Connector Framework Server 23.4

Topic Title: Categorize Documents