Configuring IDM Private Space

IDM configuration is optional. Default settings are recommended, but you can customize some elements. The configuration page also shows current counts for documents, errors, and log entries.

  1. Select Quick Links > Organizations.
  2. Double-click the HR organization.
  3. In the Document Management Parameters section, specify this information:
    Enable Log
    Logs both successful and unsuccessful IDM transactions. If cleared, only unsuccessful transactions are logged. This option is selected by default.
    Enable Single Record Actions
    Enables the Move From IDM and Move To IDM actions for manually transferring documents between the Landmark database and IDM Private Space. Cleared by default; intended for troubleshooting.
    Large File API Threshold (MB)
    Specifies the file size threshold (default: 2 MB) for using IDM’s large file API. When enabled, IDM first receives an empty file, followed by the full file. Both actions appear in the Document Versions history.
    Background Action Threshold (MB)
    Defines the minimum file size threshold for sending files to IDM as background actions. The default is 20 MB.
    Default Text Search Result Limit
    Set the maximum number of documents returned by Text Search. Higher values can slow the response time. The default value is 10, but you can override it during search.