Creating an IDM document type
- Open the File Servers form.
- Select an Infor Document Management type server from the server list.
- Select the Infor Document Management tab.
- Click Configure IDM.
- On the Document Type panel of the IDM Configuration form, specify this information:
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ID
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Specify a name that describes the document type, for example MG_IDMReportServer, MGIDMServer.
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Document Type
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Specify a name for the document type, for example MG IDM Report Server, MG IDM Server.
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Default ACL
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Specify the default Access Control List for the document type.
- On the Document Attributes panel, specify these information:
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Name
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Specify a name for the document attribute, for example PO Number, Inventory Number.
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ID
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Specify a name that describes the document attribute, for example po_num, inv_num.
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Type
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Specify the attribute type.
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Size
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Specify the attribute size.
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Multi Value
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If the attribute contains multiple values, select this option.
- On the Access Control List panel, specify this information:
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Name
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Specify a name that describes the Access Control List.
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Description
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Specify a description for the Access Control List.
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Default ACL
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To set the Access Control List as default, select this option.
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Roles
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Specify a name that describes the roles.
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Read
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To limit a role to reading only an IDM, select this option.
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Update
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To allow role to update an IDM, select this option.
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Create
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To allow role to create new IDM, select this option.
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Delete
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To allow role to delete an IDM, select this option.
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Check In
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To allow role to check in an IDM, select this option.
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Check Out
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To allow role to check out an IDM, select this option.
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Change ACL
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To allow role to change an ACL, select this option.
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Force Undo Check Out
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To enable force undo on IDM check out, select this option..
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Edit Secure Attributes
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To allow role to edit secure attributes, select this option.
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Archive
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To allow role to archive an IDM, select this option..
- Click Import.