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Ringtail concept analysis ranks content files associated with a document based on file type extensions. To emphasize the importance of certain file types over others for that case, you set the ranking of file types at the case level. For example, you can set Word documents (.doc, .docx) to rank highest and text files (.txt) to rank lowest in importance during analysis. The file type ranking order also affects the hit highlighting and content views. Only the highest-ranked file appears in the hit highlighting and content views.
System administrators and portal administrators can add, move, and delete the file type ranking. Case administrators can manage the ranking for their cases only.
Note: A case initially uses the default settings for concept analysis. After using these options to make changes to case content file type rank, run an indexing and enrichment job so the changes take effect.
Use the following procedure to set or change the file type ranking order for a case.
1.On the Portal Home page, under Portal Management, click Cases and Servers.
2.On the Cases page, click the name of the case whose file type rank you want to view. For portal administrators, when organization security is enabled, the list of available items depends on portal administrator membership, if any, in provider or client organizations. To understand how organizations are managed in Ringtail, see Organizations. For a summary of how organization security affects portal access for each Ringtail user category, see Portal security table.
3.In the navigation pane, click Content: File Type Rank.
4.To change the ranking order of the file types, click the arrows next to the files types to move the file types up and down in the list. The file type at the top of the list is ranked highest. The Rank number adjusts automatically.
5.Repeat as necessary for each file type.
You can add as many file types as required to a case.
Use the following procedure to add a new file type to a case.
1.On the Portal Home page, under Portal Management, click Cases and Servers.
2.On the Cases page, click the name of the case that you want to add a new file type to. For portal administrators, when organization security is enabled, the list of available items depends on portal administrator membership, if any, in provider or client organizations. To understand how organizations are managed in Ringtail, see Organizations. For a summary of how organization security affects portal access for each Ringtail user category, see Portal security table.
3.In the navigation pane, click Content: File Type Rank.
4.Click Add.
5.Type a File type extension using lowercase alphanumeric characters. The maximum length is 32 characters.
6.Click Save.
The new type appears at the bottom of the list. Change the rank if necessary.
Use the following procedure to delete a file type from a case.
1.On the Portal Home page, under Portal Management, click Cases and Servers.
2.On the Cases page, click the name of the case whose file type rank you want to delete.
3.In the navigation pane, click Content: File Type Rank.
4.Select the check box next to the file type to delete. To select all file types, select the check box at the top of the column.
5.Click Delete, and then click OK in the confirmation message.
The file type ranking that is defined on the Content: File Type Rank page is the default for new cases.
Use the following procedure to reset the ranking for a case to the portal default.
1.On the Portal Home page, under Portal Management, click Cases and Servers.
2.On the Cases page, click the name of the case whose file type rank you want to reset.
3.In the navigation pane, click Content: File Type Rank.
4.Click the number in the Rank column.
5.Type a new number for the rank, and then click outside of the box.
The file type moves to its new place on the list and the ranks for the other file types adjust automatically.
Note: You can also select the entire row and drag it to its new position.
6.For the changes to take effect, run an indexing and enrichment job. For information about how to run an indexing and enrichment job, see Work with jobs.