Configure the overall settings for the SharePoint connector under Administration > Document Management > SharePoint Connector Settings as shown below:
The settings on this screen are described in the following sections.
Configure SharePoint Connector Settings
Use the SharePoint Connector Settings section to configure the connection to your SharePoint site.
Fields in this section include:
Field | Description |
SharePoint Site URL | The host name of the SharePoint site you wish to use |
SharePoint API Timeout | Set the desired SharePoint API Timeout seconds. The default SharePoint API Timeout value is 30 seconds, but it can be set to any value between 0 and 2,147,483,647 seconds |
Authentication Mode | Authentication method used for the integration. |
NOTE: Current User is the only available authentication mode.
Document Import Settings
The Document Import Setting section provides configuration options for documents imported from SharePoint into Document Management.
Field | Description |
Enable Document Import | Select to activate document imports from SharePoint. You can unselect this to prevent document import if needed. |
Overwrite Custom Fields | If selected, overwrites existing custom field data with the most recent from SharePoint. |
Default File Cabinet | DM File Cabinet the documents will be imported into. |
Unique Select Property | Used to uniquely identify SharePoint documents and to create the SharePoint folders in DM. Options in this dropdown are determined by the entries in the Select Properties field under Search Settings. |
NOTE: If this option is unselected, the job will still run, however documents will not be imported.
Search Settings
Use the Search Settings section to control the documents that are imported from your SharePoint library. These settings mirror the settings used in the API. See the link below for more details:
SharePoint Property to Custom Field Mappings
Use this section to map your defined SharePoint properties to the Document Custom Fields configured in your application.
To configure these mappings, first select a SharePoint Property from the dropdown list on the left, then select a corresponding Document Custom Field from the dropdown on the right and click Add to add the mapping. You can also select a mapping from the list and click Delete to remove it from this list as needed.
NOTE: The Document Custom Fields in the drop-down include all fields configured in the application. Please ensure these fields are available in the File Cabinet Drawer you have selected.
Document Custom Field to Reading Room Custom Field Mappings
Use this section to map Document Custom Fields to Reading Room Custom Fields. This populates the Document Custom Field data in the corresponding New Reading Room folder page automatically when documents are added to the Reading Room.
To configure these mappings, first select a Document Custom Field from the dropdown list on the left, then select a corresponding Reading Room Custom Field from the dropdown on the right and click Add to add the mapping. You can also select a mapping from the list and click Delete to remove it from this list as needed.
Custom DLL Settings
You can configure your custom Dynamic Link Library (DLL) using the fields in this section.
Field | Description |
Enable Custom DLL Page Removal | Select this option to enable the ability to remove pages using a custom DLL. |
Enable Custom DLL File Cabinet Selection | This setting allows the use of a custom DLL to choose the destination file cabinet for each document according to the value of an individual SharePoint property. |
Custom DLL Path | This path must be on the scheduler server that is configured to run the SharePoint job. |
Fully Qualified DLL Path Name | Fully Qualified DLL Path Name. |
Page Removal Method Name | Name of the method within the class that is used to execute the page removal. |
File Cabinet Metadata Property | The SharePoint property used in the selected method. |
File Cabinet Mapping Method Name | Name of the method within the class that is used to execute the page file cabinet mapping. |