Adding an O&R provider

O&R providers require network access. To use an O&R provider you must enter the credentials that you want to use in the DocumentProviders configuration in the Configuration Editor.

  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 O&R Provider.
    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.

    For O&R providers only, you can require unique file names when selecting files and when uploading files. If the On File Upload check box is selected, and the attachment's file name already exists within the file system, an integer will be appended to ensure a unique name. If the On File Upload check box is not selected, the system will return an error if you try to upload a file with the same name as an existing file.

    Location Path
    Specify the directory where attachment files are stored.

    After you specify a virtual directory in the Location Path field, the full path of the associated directory or network location is shown in the Physical Path field.

  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.