Creating an attachments catalog

You can create as many attachments catalogs as you require, such as a catalog for each department in your organization. The provider type for each catalog specifies where the attachment files are stored. For example, the attachments can be stored in a directory on your server, or they can be stored in an external document management system (EDMS) such as Microsoft SharePoint.
  1. Select Resources > Attachments Catalog.
  2. In the Catalogs tree, right-click the Catalogs root node and select Create Attachments Catalog.
  3. Specify this information:
    Catalog ID
    Specify a name for the catalog.
    Location Path
    If you're using the Fileserver provider, specify the location where attachments are stored. The location is a virtual directory in IIS.

    If you add a directory in C:\inetpub\wwwroot on the application server, it will appear as a virtual directory in IIS automatically. For example, to store attachments in C:\inetpub\wwwroot\attachments, you would specify attachments in the Location Path field.

    You can also manually add a virtual directory that points to a different location on the same server, or a location on a different server. Use a UNC path to specify a location on a different server, such as \\myserver\attachments.

    See Setting up attachments on a separate server.

    After you specify a virtual directory in the Location Path field, the full path of the associated directory or network location is shown in the Physical Path field.

    Note: Depending on your version of IIS, you may find that Infor Public Sector does not properly display thumbnails for your attachments. If this happens, convert your virtual directory to an application in IIS Manager.
    Select Provider
    Select the provider that you are using for the attachments catalog. This can be the default Fileserver provider or an EDMS provider that you have configured.
  4. Click Save.
    Infor Public Sector shows the new attachments catalog in the Catalogs tree.