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.

Note: Micro Focus Content Manager uses containers to organize documents. You can use an AddDocument formula to select the container to use when uploading a document.

See Containers for Micro Focus Content Manager.

  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 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.
  4. 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.
  5. 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.
  6. 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.

  7. Click Save.
  8. Set up access control for the provider and the associated document types.