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SetFolderAIPreferences API

Sets the infoRouter Connect (AI) preferences of the specified folder from an XML preferences definition. Only the preferences listed in the XML are changed; the ones that are not listed keep their current value.

When the ApplyToSubfolders preference is on, the preferences are also written onto the whole existing subfolder tree, and subfolders created later inherit them at creation time.

Endpoint

/srv.asmx/SetFolderAIPreferences

Methods

  • GET /srv.asmx/SetFolderAIPreferences?authenticationTicket=...&Path=...&xmlPreferences=...
  • POST /srv.asmx/SetFolderAIPreferences (form data)
  • SOAP Action: http://tempuri.org/SetFolderAIPreferences

Parameters

Parameter Type Required Description
authenticationTicket string Yes Authentication ticket obtained from AuthenticateUser.
Path string Yes Full infoRouter path to the folder (e.g. /Finance/Reports).
xmlPreferences string (XML) Yes XML document with an AIPreferences root element and Preference child elements carrying Name and Value attributes. In SOAP this parameter is an XML element, not a string.

Supported Preference Names

Names are case-insensitive.

Preference Name Description
AutoSummarize Summarize new document versions.
AutoDescribe Write the one line description of new document versions.
AutoAbstract Write the longer abstract of new document versions.
AutoExtractKeywords Produce keywords for new document versions.
AutoOCR Read the text out of scanned documents so they become searchable.
AutoClassify Stored but not yet performed by the server.
AutoExtractData Stored but not yet performed by the server.
ScrubPII Scrub PII before document text is handed to the AI provider.
ApplyToSubfolders Apply the preferences to the subfolder tree as well (see Notes).

Switching one on does not process the documents already in the folder. Preferences take effect for documents uploaded, checked in or imported afterwards. To produce content for a document already there, ask for it directly with GetConnectProfile.

Every answer is its own switch, and asks for nothing else. A folder that switches on AutoDescribe alone gets a description - not a summary, keywords or a document type along with it. Switching several on still costs one call, because one call answers all of them; see GetFolderAIPreferences for exactly what gets queued.

There is no AutoProfile. Pre-release builds carried one preference standing for AutoDescribe, AutoSummarize, AutoExtractKeywords and AutoClassify together; name the ones you want instead. AutoProfile is an unknown preference name now and is ignored like any other.

AutoClassify and AutoExtractData are accepted and stored, but the server does not act on them yet. They are recorded so a folder's intent survives, and will start working when the operations are implemented.

Supported Values

on and off. For convenience true/false, yes/no and 1/0 are also accepted. Values are case-insensitive; any other value fails the call.

Example xmlPreferences

<AIPreferences>
  <Preference Name="AutoSummarize" Value="on" />
  <Preference Name="AutoDescribe" Value="on" />
  <Preference Name="AutoAbstract" Value="off" />
  <Preference Name="AutoExtractKeywords" Value="on" />
  <Preference Name="ScrubPII" Value="on" />
  <Preference Name="ApplyToSubfolders" Value="on" />
</AIPreferences>

Response

Success Response

<response success="true" error="" />

Error Response

<response success="false" error="Invalid value for the 'AUTOSUMMARIZE' preference. Valid values: on, off" />

Required Permissions

The calling user must have the Set Folder Rules permission on the folder. When ApplyToSubfolders is on, the permission is checked on every subfolder as well; the first subfolder the user may not configure aborts the operation and returns an access error. Subfolders processed before that point keep the new preferences.


Example

GET Request

GET /srv.asmx/SetFolderAIPreferences
  ?authenticationTicket=3f2504e0-4f89-11d3-9a0c-0305e82c3301
  &Path=/Finance/Reports
  &xmlPreferences=%3CAIPreferences%3E%3CPreference%20Name%3D%22AutoSummarize%22%20Value%3D%22on%22%2F%3E%3C%2FAIPreferences%3E
HTTP/1.1

POST Request

POST /srv.asmx/SetFolderAIPreferences HTTP/1.1
Content-Type: application/x-www-form-urlencoded

authenticationTicket=3f2504e0-4f89-11d3-9a0c-0305e82c3301
&Path=/Finance/Reports
&xmlPreferences=<AIPreferences><Preference Name="AutoSummarize" Value="on"/></AIPreferences>

SOAP Request

<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"
               xmlns:tns="http://tempuri.org/">
  <soap:Body>
    <tns:SetFolderAIPreferences>
      <tns:AuthenticationTicket>3f2504e0-4f89-11d3-9a0c-0305e82c3301</tns:AuthenticationTicket>
      <tns:Path>/Finance/Reports</tns:Path>
      <tns:xmlPreferences>
        <AIPreferences>
          <Preference Name="AutoSummarize" Value="on" />
        </AIPreferences>
      </tns:xmlPreferences>
    </tns:SetFolderAIPreferences>
  </soap:Body>
</soap:Envelope>

Notes

  • The preferences are merged onto the values currently in effect for the folder, so a call that lists a single preference leaves the others untouched.
  • ApplyToSubfolders is itself a stored preference, not a one-off switch: while it is on, the folder's preferences are copied to every subfolder created afterwards. Turning it off stops that inheritance but leaves the values already written onto the subfolders in place.
  • Unknown Preference names are ignored, so a newer client can send preferences an older server does not know yet.
  • The automatic operations additionally require infoRouter Connect to be configured on the server (AppSettings:IRConnect); preferences that are on have no effect while Connect is unconfigured.


Error Codes

Error Description
[900] Authentication failed Invalid or missing authentication ticket.
[901] Session expired or Invalid ticket The ticket has expired or does not exist.
[903]Required parameter.'Path' The Path parameter was empty.
[903]Required parameter.'xmlPreferences' The xmlPreferences parameter was empty or not well-formed XML.
Invalid value for the '...' preference. Valid values: on, off A Preference element carried a value that is not a recognized switch.
Folder not found The specified path does not resolve to an existing folder.
Access denied The user may not set the rules of the folder or of one of its subfolders.
SystemError:... An unexpected server-side error occurred.