Configure document management system

Configure the required document management system.

Prerequisite

You are logged in as the system user.

Note

You can configure document management systems available in the Available DMS providers list box in the DMS Wizard. The DMS providers are added to the list by Software AG. If you need DMS providers, please contact Software AG.

Procedure

  1. Activate the Administration tab.
  2. Open the server for which you want to configure the document management system.
  3. Click Documents>Document management system in the Navigation. The DMS tab opens, listing all document management systems already configured.
  4. Click New New on the DMS tab. The DMS Wizard opens.
  5. In the Language box, select the language in which you want to enter the data for the document management system.
  6. Specify a name for the document management system in the DMS name box.

    Use the Available DMS providers box to select the document management system you want to configure. The DMS systems configured by Software AG are offered for selection (see the note above).

    Notes:

  7. Click Next. The Enter DMS properties page opens.
  8. In the Host box, enter the name of the computer on which the DMS system is running.
  9. In the Port box, enter the port number at which the computer on which the DMS system is running can be addressed.
  10. Enter the computer's unique network address in the IP address box.
  11. Click the Test connection button. The Test connection dialog opens.
  12. Enter your user name and password for the document management system you have configured.
  13. Click OK. A message is displayed, informing you whether the connection could be established. If the connection failed, check whether the document management system is accessible and that the data you have entered in the DMS Wizard is correct.
  14. Close the DMS Wizard by clicking Finish.

The new document management system configuration is added to the list on the DMS tab.