Configuration

Using Authorization Server

Configure IDM Authentication using the Authorization Server. Complete the steps in Configuring the Authorization Server for IDM Authentication.

IDM Authentication using Authorization Server is only used when users want to use IDM for generating IDM reports using Document Output Management.

Users can enable or disable the Authorization Server using the profile attribute IDM.USE_AUTHORIZATION_SERVER. The values are:

• 0 - Disables IDM Authentication using the Authorization Server
• 1 - Enables IDM Authentication using the Authorization Server

See and complete the steps from Obtaining the IDM ION API user credentials for Optiva and Obtaining the workflow user credential from ION API.

The FSLIBIDMHELPER script library can be used for IDM workflow integration.

Using ION API

Complete the steps in Obtaining the IDM ION API user credentials for Optiva. You must complete these steps to configure IDM profile attributes in Optiva.

Complete the steps in Obtaining IDM user for interacting IDM in workflow to set up the IDM user for workflows.