Configuring an EDMS provider

Note: If you're using Infor Document Management in an on-premises environment, there is an additional step that you must complete to set up your provider.

See Infor Document Management setup.

  1. Select System > Agency Personalization > EDMS Configuration.
  2. Click Add above the EDMS Configuration grid.
  3. Specify this information:
    Provider Name
    Specify a display name for this provider.
    Provider Type
    Select the type of provider that you're adding. The available providers are defined in the DocumentProviders configuration in the Configuration Editor. In an out-of-the-box environment, you can select SharePoint, Infor Document Management, Micro Focus Content Manager, or Custom.
    Load automatically
    Select this check box if you want attachments from the provider to load automatically when a user selects an Attachments control. Otherwise users must click Settings and select Inquire to load attachments.
    Url
    If you are adding an Infor Document Management or SharePoint provider, specify the URL of the Infor Document Management or SharePoint site.
    User Name
    If you are adding an Infor Document Management or SharePoint provider, specify a user name for the Infor Document Management or SharePoint site.
    Password
    If you are adding an Infor Document Management or SharePoint provider, specify the password for the specified user.
    Authentication Type
    If you are adding a SharePoint provider, select the type of authentication that you want to use for the SharePoint site.
    Assembly Path
    If you are adding a custom provider, specify the full path to the provider's assembly.
    Class Name
    If you are adding a custom provider, select the provider’s class from the list. You must first specify the assembly path. The class is the unit of code within the selected assembly that defines the features of the provider.
    Is SharePoint Online?
    This check box is only displayed if you are adding a SharePoint provider. Indicates whether the SharePoint connection is SharePoint Online or SharePoint Server.
    Service Url
    If you're adding a Micro Focus Content Manager provider, specify the service URL.

    You must also provide credentials for authentication in Micro Focus Content Manager. To use Windows impersonation, specify a user name and password. To use OAuth2 for authentication, select the Enable OAuth2 using grant type Resource Owner Credentials check box and specify the OAuth2 authorization server URL, resource, client ID, user name, and password.

  4. Optionally, to specify custom formulas for the provider, click Advanced.

    On the Metadata tab you can specify these formulas:

    • The AddDocument formula determines the metadata that Infor Public Sector will use when adding documents to the provider.
    • The SearchForContainer formula determines the metadata that Infor Public Sector will use to search for a container when adding documents. A container is a storage unit within the EDMS, such as a folder in a file system.
    • The SearchForDocument formula determines the metadata that Infor Public Sector will use when searching for documents that are managed by the provider.
    • The DeleteDocument formula determines the metadata that Infor Public Sector will use when deleting documents that are managed by the provider.

    On the Workflow tab you can specify these workflow formulas:

    • BeforeAddDocument
    • AfterAddDocument
    • BeforeSearchDocument
    • AfterSearchDocument
    • BeforeDelteDocument
    • AfterDeleteDocument
  5. Click Save.