DocumentProviders configuration

The DocumentProviders configuration stores settings for EDM (electronic document management) providers, which are used to manage attachments in Infor Public Sector. The root configuration node has five children: Document Providers, Built-in Providers, Provider Templates, Network Access, and Extensions.

Document Providers

The Document Providers node has one attribute:

Attribute Description
UseDefaultCredentials Indicates whether the default network credentials will be used to connect to providers. If set to False, Infor Public Sector will use the credentials defined in the NETWORKACCESS node of the Hansen8 configuration.

The Document Providers node can have one or more Document Provider nodes as children, each of which defines an available provider. Each Document Provider node can have these attributes:

Attribute Description
Assembly Path Full path to the provider's assembly.
Automatically Inquire Indicates whether attachments from the provider will load automatically when an Attachments grid is displayed. Otherwise users must click Inquire to load attachments.
Class Name Name of the provider's class. The class is the unit of code within the assembly that defines the features of the provider.
Default Document Type 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.
Display Name Display name of the provider.
Enabled Indicates whether the provider is enabled.
Ensure Unique Filename Indicates whether file names within this provider must be unique.
Kind Kind of provider. Can be BuiltIn, Custom, or Provided.
Name Name of the provider.
Template Name Name of the template that the provider is based on.
Type Type of provider.

Each Document Provider node can have two children: Document Types and Properties.

The Document Types node can have one or more Document Type nodes as children. Each Document Type node can have these attributes:

Attribute Description
Effective Date the document type is effective.
Expire Date the document type expires.
Name Name of the document type.

The Properties node can have one or more Property nodes as children, each of which stores a property of the parent provider. Each Property node can have these attributes:

Attribute Description
Is Encrypted Indicates whether the property's value is encrypted.
Property Name Name of the property, such as URL, User Name, or Password.
Value Value of the property.

Built-in Providers

The Built-in Providers node has three children: IDM, SharePoint, and Micro Focus Content Manager.

The IDM node can have these attributes:

Attribute Description
IDM Default Document Type Default document type to use for the IDM provider.
Max Queried Attachments Returned Maximum number of attachments to return when the IDM provider is queried.

The SharePoint node has these attributes:

Attribute Description
Default Authentication Type Default authentication type for the SharePoint provider. Can be one of these values:
  • Basic
  • Digest
  • Kerberos
  • Negotiate
  • NTLM
Default Content Type Default content type for the SharePoint provider. Content types in SharePoint are equivalent to document types in Infor Public Sector.
Default Document Root Folder for SharePoint Default document root folder on the SharePoint site.
Request Timeout in Minutes Number of minutes before a request to the SharePoint provider will time out. If you don't want requests to time out, set the value to 0.
Upload Unique Filename Retry Attempts Number of times the provider will attempt to upload a file to SharePoint if the file name already exists. Each attempt uses a different file name The default is 20.

The SharePoint node can have one child Mappings node, which can have one or more Mapping nodes as children. Mapping nodes can be used to override the paths in the SharePoint site where documents are stored. By default, the path where a document is stored is based on the moniker of the object that the document is associated with. For example, the default path for documents associated with work orders (Hansen.WorkManagement.WorkOrder) is Hansen/WorkManagement/WorkOrder. To use a different path, you can add a mapping for the Hansen.WorkManagement.WorkOrder object.

Each Mapping node can have these attributes:

Attribute Description
Moniker Moniker for which you are defining a path.
Path Path where documents associated with the specified moniker will be stored.

The Micro Focus Content Manager node has one child node called Alternative Type Definition Field, which can be used to map document types in Infor Public Sector to something other than record types in Micro Focus Content Manager. The Alternative Type Definition Field node has these attributes:

Attribute Description
Default Record Type Default Micro Focus Content Manager record type to use for any Infor Public Sector document type that isn't mapped under the Record Type Mappings node.
Document Type Field Field in Micro Focus Content Manager that Infor Public Sector document types are mapped to. Normally the Record Type field in Micro Focus Content Manager is used, but you can specify a different field name here to use that field instead.
Document Type Search Clause Field Search clause field in Micro Focus Content Manager that Infor Public Sector document types are mapped to.

The Alternative Type Definition Field node has one child Record Type Mappings node, which has one or more Record Type Mapping nodes as children. Each Record Type Mapping node has these attributes:

Attribute Description
Document Type Reference Id Reference ID of the Infor Public Sector document type.
Record Type Record type in Micro Focus Content Manager that corresponds to the Infor Public Sector document type.

Provider Templates

The Provider Templates node has one or more Provider Template nodes as children. Each Provider Template node can have these attributes:

Attribute Description
Assembly Path Full path to the provider's assembly.
Automatically Inquire Indicates whether attachments from the provider will load automatically when a user selects an Attachments control. Otherwise users must click Settings and select Inquire to load attachments.
Class Name Name of the provider's class. The class is the unit of code within the assembly that defines the features of the provider.
Display Name Display name of the provider. This is the name that will be displayed in the Provider Type list when you configure an EDM provider in Infor Public Sector.
Display Order Number indicating the order in which the provider will be displayed in the Provider Type list.
Kind Kind of provider. Can be BuiltIn, Custom, or Provided.
Name Unique name for the template.

Network Access

The Network Access node stores the credentials that EDM providers will use for network access. If you are using an IPS provider you must record the network credentials here.

The Network Access node has these attributes:

Attribute Description
Authentication Type Type of authentication that the network uses.
Domain Network domain name.
Password Password to use for network access.
User Name User name to use for network access.

Extensions

The Extensions node has one or more extension nodes as children. Each child extension node can have these attributes:

Attribute Description
Enabled Indicates whether the extension is enabled.
Extension Type Information Type of extension. Specify the fully qualified class name and the assembly.
Sort Priority Priority of the extension. Higher numbers indicate higher priorities.