Adding a custom provider

You can create your own EDM provider if you want to use an EDM system that is not supported by one of the built-in providers. You must first create the provider assembly and deploy it to the server. You can than add the provider in EDM Setup by specifying the assembly path and the class name.

See Creating a custom EDM provider.

  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 Custom.
    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 when selecting files.
    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.
    Assembly Path
    Specify the full path to the provider's assembly.
    Class Name
    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.
  4. Add the document types that are managed by this provider.
    See Associating document types.
  5. Click Save.
  6. Set up access control for the provider and the associated document types.