The eCopy Connector for EMC® Documentum® allows users to scan documents directly into the EMC Documentum Repository of an EMC Documentum system from an eCopy-enabled device.
Users can store documents in any eCopy-supported format (PDF, PDF/A, TIF Fax, TIF, JPG, DOC, XPS, and XLS). For EMC Documentum server 6.0 or later, DOCX and XLSX formats are also supported.
To be able to use this connector with the Email and folder watching service, you need to create a profile in such a way that it does not require user interaction (express). To ensure that your connector profile is such:
- it is set to the Default File Name value, OR
- its value is Specify name... with the User Modify option off (unmark the Yes checkbox), OR
- used Advanced File Naming..., where all fields have the User Modify option off (in the Field Editor dialog).
The connector associated with the routing Watcher workflow needs to create output files matching the file type of the routed documents. If you want to route several different file formats, it is recommended that you set up one connector profile – rule pair for each format.
For the generic connector configuration options, click here.
The options available via the Configure tab allow you to configure the destinations used by the connector.
|
Field Name |
Description |
|---|---|
|
Express Wizard |
Click this button to create an express destination via the Wizard. The express destination can be saved either to a new profile or to the current profile. |
|
New |
Displays the destination dialog for adding a new destination. |
|
Edit |
Displays the destination dialog for the selected destination, allowing you to edit its properties. |
|
Copy |
Copies the selected destination with a new name. |
|
Remove |
Deletes the selected destination from the list. |
|
Move up |
Moves the selected destination up the list. |
|
Move down |
Moves the selected destination down the list. |
|
Summary |
Displays the main settings. Every client form has a main row in this list with summary information according to its settings. The settings can be hidden by clicking the arrow icon. |
|
Field Name |
Description |
|---|---|
|
Destination name |
Specify a unique destination name. |
|
Express destination |
If checked, the Logon as option is selected on the Authentication tab, Store in specified cabinet or folder is selected on the Navigation tab and the list on the Doctypes tab can contain only one document type which has no attributes to be shown. |
|
If file name already exists |
The following actions can be set:
|
|
Field Name |
Description |
|---|---|
|
Logon as |
If checked, a specified account is used to logon on the client side, thus the Authentication form is not shown. This is the express mode of the client authentication form |
|
Logon at runtime |
If checked, the Authentication form asks for user name, password and domain on the client side. This is the non-express mode of client authentication form, and the dialog enables selecting from the Search while typing dropdown list. |
|
Repository |
The dropdown list shows the connectable Repositories. |
|
User name |
Specifies the administrator's user name. Modifying the user name disables Navigation, Doctypes and If file name already exists settings, until a successful connection test. |
|
Password |
Specifies the administrator's password. Modifying the password disables Navigation, Doctypes and If file name already exists settings, until a successful connection test. |
|
Domain |
Specifies the administrator's domain name. The dropdown list shows domain names on the network, you can select one from there, or type it manually. Modifying the domain name disables Navigation, Doctypes and If file name already exists settings, until a successful connection test. This field is optional. |
|
Test |
Connects to the specified Repository with the specified administrator's account. If successful, Navigation, Doctypes and If file name already exists settings are enabled. |
|
Search while typing |
Connects to the Documentum server with the administrator's account and retrieves users list on runtime. The dropdown list becomes enabled when Logon at runtime is checked. |
|
Field Name |
Description |
|---|---|
|
Store in specified cabinet or folder |
If checked, the document is stored in a specific cabinet/folder and the Location form is not shown. This is the express mode of the client location form. |
|
Allow user to navigate |
Enables you to select the types of cabinets that the user sees on the Location screen at the device. This is the non-express mode of the client location form. |
|
Specific |
Sets the root point of the subfolder navigation to a specific location. |
|
Entire Repository |
Sets the root point of the subfolder navigation for the entire repository. The following values can be selected:
|
|
Enable home cabinet |
Displays the Home cabinet button on the Location screen at the device, allowing documents to be stored in the user’s Home cabinet. |
|
Enable |
Displays the Subscriptions button on the Location screen at the device, allowing documents to be stored in the user's subscription locations. |
|
Enable subfolder |
Enables the user to navigate folders below the location chosen in the Specify location field. The user cannot access folders above the specified location. |
|
Field Name |
Description |
|---|---|
|
Doctypes |
The list view displays configured Doctypes. Note that at least one valid Doctype is required.
If a single Doctype is configured and the default format type corresponding to the scanned document type is specified, the Document form is skipped on the client. |
|
New |
Opens a window showing available doctypes. |
|
Edit |
Enables you to configure the attributes of the selected Doctype. The Doctype icon shows the Doctype as invalid until the attributes are configured, and the OK button is clicked. The attributes that you have configured and set as Show appear on the Attributes screen at the device. |
|
Remove |
Deletes the selected Doctype from the list. |
|
Move up |
Moves the selected Doctype up the list. |
|
Move down |
Moves the selected Doctype down the list. |
This wizard enables creating an express destination in a new express profile (a profile which has only one express destination) or in the current profile step by step.
This page displays generic information on the aim of the Wizard.
|
Field Name |
Description |
|---|---|
|
Create destination in a new profile |
After finishing the wizard, all destinations are deleted and an express destination is created with the specified name in the current profile. The user can save the profile with a new name retaining the data of the current profile. |
|
Create destination in the current profile |
The destination is created in the current profile after finishing the wizard. |
|
Destination name |
Specify destination name. The destination name must meet the following criteria:
The length of name is not limited. |
|
Field Name |
Description |
|---|---|
|
Repository |
The dropdown list shows the connectable Repositories. |
|
User name |
Specifies the administrator's user name. Modifying the user name disables Navigation, Doctypes and If file name already exists settings, until a successful connection test. |
|
Password |
Specifies the administrator's password. Modifying the password disables Navigation, Doctypes and If file name already exists settings, until a successful connection test. |
|
Domain |
Specifies the administrator's domain name. The dropdown list shows domain names on the network, you can select one from there, or type it manually. Modifying the domain name disables Navigation, Doctypes and If file name already exists settings, until a successful connection test. This field is optional. |
|
Test |
Connects to the specified Repository with the specified administrator's account. If successful, Navigation, Doctypes and If file name already exists settings are enabled. |
|
Field Name |
Description |
|---|---|
|
Specific |
Sets the root point of the subfolder navigation to a specific location. |
|
Field Name |
Description |
|---|---|
|
Doctypes |
The list view displays configured Doctypes. Note that at least one valid Doctype is required.
If a single Doctype is configured and the default format type corresponding to the scanned document type is specified, the Document form is skipped on the client. |
|
New |
Open a window showing available doctypes. |
|
Edit |
Enables you to configure the attributes of the selected Doctype. The Doctype icon shows the Doctype as invalid until the attributes are configured, and the OK button is clicked. The attributes that you have configured and set as Show appear on the Attributes screen at the device. |
|
Remove |
Deletes the selected Doctype from the list. |
