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.
- Select Resources > Attachments > EDM Setup.
- Click Add above the EDM Providers grid.
- 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 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.
- Service Url
- Specify the service URL for Micro Focus Content Manager.
-
If you are using Windows impersonation for authentication, specify this
information:
- 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.
-
If you are using OAuth2 for authentication, specify this information:
- Enable OAuth2 using grant type Resource Owner Credentials
- Select this check box to use OAuth2 for authentication.
- OAuth2 Grant Type
- Specify the grant type to use for authentication. You can select Password or Client Credentials.
- OAuth2 Server Url
- Specify the URL of the authentication server.
- OAuth2 Client ID
- If you selected Client Credentials as the grant type, specify the client ID.
- OAuth2 Secret
- If you selected Client Credentials as the grant type, specify the client secret.
- OAuth2 UserName
- If you selected Password as the grant type, specify the user name.
- OAuth2 Password
- If you selected Password as the grant type, specify the password.
- OAuth2 Scope
- Specify the scope of OAuth2 access.
- OAuth2 Resource
- Specify the OAuth2 resource.
-
Add 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.
- Click Save.
- Set up access control for the provider and the associated document types.