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 two children: Built-in Providers and Component Redirects.

Built-in Providers

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

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 Default document library in SharePoint that will be used for attachments.

See SharePoint document folders.

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.

Each Mapping node can have these attributes:

Attribute Description
Document Root Folder Document library in SharePoint that will be used for this mapping. If you do not specify a folder, the default document root folder specified on the SharePoint node is used.
Moniker Moniker for which you are defining a path.
Path Path where documents associated with the specified moniker will be stored.

See SharePoint document folders.

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.

The Laserfiche node can have these attributes:

Attribute Description
Description Field Field that is used to set and retrieve the document description. The default is Description.
Enable Apply Metadata Indicates whether metadata is included when adding or updating documents in Laserfiche.
Enable Apply Template Name Indicates whether the template name will be set when adding a document. Templates names in Laserfiche are equivalent to document types.
HTTP Timeout Number of seconds before HTTP requests to the upload and download services time out. The default is 1200 seconds (20 minutes).
Page Size Number of items to return at one time.
Payload Size Maximum payload size, in KB, for requests other than file uploads.
Query Context Hit Length Maximum length of a text search hit context line.
Query Timeout Number of seconds before search requests time out. The default is 2000.
Root Folder Path Path of the root folder where documents will be stored in Laserfiche.
Search Type
  • Metadata: Search for documents based on the metadata that is provided.
  • Folder: Search for documents based on the folder paths defined under the Mappings node.
  • Both: Search based on the folder paths first, then on the metadata.
Timeout Number of seconds before web requests other than upload and download requests time out. The default is 600 seconds (10 minutes).
Title Field Field that is used to set and retrieve the document title.

The Laserfiche node can have one child Mappings node, which can have one or more Mapping nodes as children. Each mapping specifies the folder path in Laserfiche to use for attachments to a specified component in Infor Public Sector.

Each Mapping node can have these attributes:

Attribute Description
Folder Path Folder path to use for attachments for the specified component. The folder path is relative to the path specified by the Root Folder Path attribute on the Laserfiche node.

You can use curly brackets to get the values of component properties. For example, if you specify Hansen.Billing.Account for the Moniker attribute, you can specify Hansen/Billing/Accounts/{Number} as the folder path to create a separate folder for each account based on the account number.

Moniker Moniker of the component for which you are defining a folder path.

Component Redirects

The Component Redirects node has one or more redirect nodes as children.

See Component redirects.

Each component redirect node has these attributes:

Attribute Description
Bind Path Property of the specified component that is used to drill to a more specific component.
Enabled Set the True to enable the redirect.
Moniker Moniker of the component that the redirect applies to, such as Hansen.CDR.Application for applications.