Add a third-party document management system - Basic Auth

You can configure a third-party document management system.

The systems available are ARIS Adapter for Microsoft® SharePoint 2016 and ARIS Adapter for Microsoft® SharePoint 2019. Please contact your local Software AG sales organization for other third-party document management systems.

Prerequisite

You have the Technical configuration administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Document storage.

  3. Click the arrow next to Document management system.

  4. Click General settings.

  5. Click Edit Edit.

  6. Enable Use third-party document management system.

  7. Optional: If you want to use more than one third-party document management system, enable Support for multiple document management systems.

  8. Click Save Save.

  9. Click Add Add. The Add document management system server dialog opens.

  10. Select the authentication scheme. Basic Auth and OAuth are available. Select Basic Auth.

  11. Enter the following:

    • select the authentication schema. Depending on the authentication schema, the following steps are different

      Basic Auth

      • the type of the third-party document management system. If you want to use Microsoft® SharePoint 2016 or Microsoft® SharePoint 2019, select TDMS. If you want to use Microsoft® SharePoint 2013, select SP2013.

      • the server URL without a slash at the end

      • the user name of the user allowed to access the third-party document management system content

      • the password of this user

      • the path to the root folder, the path is case sensitive

      • the site collection, this is case sensitive

        OAuth

      • the type of the third-party document management system. If you want to use Microsoft® SharePoint 2016 or Microsoft® SharePoint 2019, select TDMS. If you want to use Microsoft® SharePoint 2013, select SP2013.

      • the server URL without a slash at the end

      • Client ID

      • Client secret

      • the path to the root folder, the path is case sensitive

      • the site collection, this is case sensitive

  12. Click Save.

You have added a third-party document management system.

If you want to specify more than one third-party document management system, proceed with step 12 of the procedure steps mentioned above.