Micro Focus Content Manager
TotalAgility provides comprehensive out-of-the-box integration to the Micro Focus Content Manager system.
Micro Focus Content Manager is only available for TotalAgility on-premise; it not available for Designer running in On-premise multi-tenant and Azure environments.
Integrating TotalAgility with Micro Focus Content Manager helps users efficiently manage electronic documents and records throughout the entire life cycle of a document—from creation to destruction.
You can connect to one or more Content Manager systems and access one or more file plan locations in Content Manager.
To connect to a Content Manager system, do the following in TotalAgility:
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Provide a name that helps you identify to which Content Manager System you are connecting, for example, London Server.
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Specify the TotalAgility Web Service that will link TotalAgility to the Content Manager system. See the following examples:
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http://TrimServer/TotalAgilityTrimCommunicatorService/TrimCommunicatorService.svc for Content Manager version less than 10.
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http://TrimServer/TotalAgilityCMCommunicatorService/CMCommunicatorService.svc for Content Manager version 10 and higher.
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In the Content Manager Fileplan shortcut, provide a location to use in workflow and forms creation, for example, Accommodation - Domestic - General.
A file plan shortcut is a Classification system that stores records according to subject or by function. File plan shortcuts provide a standard naming and coding system for the titling of records. A consistent titling scheme allows more accurate and rapid retrieval of records from the Content Manager dataset.
How to: