Adding a Micro Focus Content Manager provider

To add a Micro Focus Content Manager provider, specify the service URL and the credentials for authentication. There are two ways to authenticate: Windows impersonation and OAuth2. To use OAuth2, select the Enable OAuth2 using grant type Resource Owner Credentials check box. Otherwise, Windows impersonation will be used.

  1. Select Resources > Attachments > EDM Setup.
  2. Click Add above the EDM Providers grid.
  3. Specify this information:
    Display Name
    Specify a display name for this provider.
    Reference ID
    Specify a reference ID for the provider. This is an internal identifier for the provider, so it can be anything you choose.
    Provider Type
    Select Micro Focus Content Manager.
    Default Document Type
    Specify the default document type for the provider. The default document type will be used for all attachments added to this provider, unless the user manually selects a different document type.
    Ensure Unique File Name
    Indicates whether file names within this provider must be unique.
    Load automatically
    Select this check box if you want attachments from the provider to load automatically when an Attachments grid is displayed. Otherwise users must click Inquire to load attachments.
    Service Url
    Specify the service URL for Micro Focus Content Manager.
    Windows Imp. User Name
    If you're using Windows impersonation for authentication, specify the user name.
    Windows Imp. Password
    If you're using Windows impersonation for authentication, specify the password.
    Enable Basic Auth Header (Windows Authentication Only)
    Select this check box to use basic authentication rather than impersonation for this provider. This only applies if you're using Windows authentication.
    Enable OAuth2 using grant type Resource Owner Credentials
    Select this check box if you want to use OAuth2 for authentication. If you're using OAuth2, you must specify the OAuth2 grant type, authorization server URL, client ID, secret, user name, password, scope, and resource in the fields provided.
    Document Type Associations
    List the document types that are managed by this provider.

    See Associating document types.

    Note: You can customize how document types are managed for a Micro Focus Content Manager provider.

    See Alternative document type definitions for Micro Focus Content Manager.

  4. Click Save.
  5. Set up access control for the provider and the associated document types.