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1. Setting up claims management

To set up the claims framework, you need to create a custom content model, then create a folder structure for your content.
You need a custom content model to specify the metadata that the claims solution requires. You need to be in the SkyVault_MODEL_ADMINISTRATORS group to create a content model. For detailed information about Model Manager, see Content modeling with Model Manager.
  1. Download the Smart Folders tutorial files from the smartfolders-master/tutorial directory.

    You can download a zip of the Smart Folders master directory here.

  2. In SkyVault Share, select Admin Tools and Model Manager.

    The Model Manager page is displayed.

  3. Click Import Model and browse to smartfolders-master/tutorials in your Downloads directory to import claims_example.zip, and click Import.

    You'll see the claims_example model and namespace, with a status of Inactive.

  4. Select Actions and Activate to set the status to Active.

    Click claims_example to see the Custom Types and Aspects that are defined for the model.

  5. Click Sites and Create Site. Create a new site called Smart Folders, and Save.
  6. Select Document Library and create a new folder for the tutorial called Smart Folders Tutorial.
  7. In the Smart Folders Tutorial folder, create a folder called Claims Application, and sub folders called Claims and Policies. You should see this structure:

    • Smart Folders Tutorial/Claims Application
    • Smart Folders Tutorial/Claims Application/Claims
    • Smart Folders Tutorial/Claims Application/Policies
You are now ready to configure your claim.