Using XML to create IDM document types

You can use XML code to create IDM document types for use with Optiva. Specific attributes are required for a seamless integration between Optiva and IDM. Therefore, you should use the XML file to create the IDM Document Types instead of manually creating them in IDM.

Copy the XML code that is shown in the guide. See XML code.

Replace OPTIVA_ENTITY with the name and description of the IDM Document Type that you intend to create.

The <name> and the <desc> value do not have to be identical in the XML file.


XML Code	Examples
`<name>OPTIVA_ENTITY</name>`	`<name>` `ARTWORK</name>` `<name>` `OPTIVA_ITEM_DOCS</name>` `<name>VENDOR</name>`
`<desc>` `OPTIVA_ENTITY_DESC` `</desc>`	`<desc>` `Artwork category</desc>` `<desc>` `OPTIVA_ITEM_DOCUMENTS</desc>` `<desc>` `Vendor</desc>`

The <name> must match the Function Code that is defined in the Symbol form in Optiva. You can create the Document Types and import them to IDM before you add them to Optiva.

Keep these attributes in the XML file. They are required for seamless integration between Optiva and IDM.

OPTIVA_DOC_TITLE

OPTIVA_SYMBOL_ID

OPTIVA_SYMBOL_VERSION

OPTIVA_SYMBOL

OPTIVA_ARCHIVE

Note: When a user deletes a row in the Attachments grid, the integration updates IDM by putting a 1 in the OPTIVA_ARCHIVE field. Then when Optiva retrieves the IDM data, any documents where the Archive flag is set to 1 are ignored and not displayed.
1. Do not change the values in between the attribute <name> and </name> parameters. These values are imported to the attribute ID column in IDM.
2. You can change the values in between the attribute <desc> and </desc> parameters. This example shows you how two XML file entries look in IDM.
```
<name>OPTIVA_DOC_TITLE</name>
<desc>Title</desc>
```
  The ID column in IDM is not editable. This is why you cannot change the values in between <name> and </name> in the XML file.
  
  You can change the <desc> Title </desc> to another value, such as “File Name” because the Name column in IDM is editable.

Keep these ACL security choices in the XML file. They are required for seamless integration between Optiva and IDM.


<aclsModel>
      <aclModel>
        <name>Private</name>
        <desc>Only the last modifier of the item can read and edit</desc>\
      </aclModel>
      <aclModel>
        <name>Public</name>
        <desc>Open for all users to read and edit</desc>
      </aclModel>
</aclsModel>