Predefine login data for a document management system

You can specify the login data for each document management system as options.

Procedure

  1. Click ARIS > Options.
  2. Click DMS connection on the Selection tab.
  3. Click the Server box. The list of servers opens.
  4. Select the server whose document management system you want to enter data for. All document management systems available on the server are listed.
  5. Select the relevant document management system and click Edit. The dialog for entering the login data opens, including the name of the selected document management system.
  6. If users are logged in to the document management system using single sign-on, leave the Single sign-on option button enabled. In this case, the program does not send any login data.
  7. To send login data via the program, enable the Default login data option button. The User name, Password, and Reenter password input boxes will become available.
  8. Enter the user name and the associated password.
  9. Reenter the password in case you previously mistyped the password. If the password entered and the password reentered do not match, a corresponding message is displayed and you can enter the password again.
  10. In the Local document directory box, enter the path to the directory in which the documents you want to download from the document management system are to be saved.
  11. Enable the Test connection check box if you want to test when exiting the dialog whether the connection to the selected document management system can be established. You are informed of the result of the connection attempt.
  12. Click OK.

The login data is used as soon as a document is downloaded from or uploaded to the document management system.