DMS Settings for eDOCS DM (API Connection)

To set options for Open Text eDOCS DM (Hummingbird), on the System Options page, click DMS Settings and then click eDOCS API. Make the changes you want to the settings on that page and click Save.

Note: You may have a database connection (not an API connection) to eDOCS DM. For more information about setting options for an eDOCS DM database connection, see DMS Settings for DOCS Open or eDOCS DM (eDOCS DB).

Note: DMS settings are displayed only for the document management systems for which a data source connection is set up. If you do not see the options for your DMS on the System Options, DMS Settings page, first add a data source connection. See Adding a Connection for eDOCS DM (API Connection) for details.

Use Individual Logins	If selected, Load Copy uses individual logins (entered in the Professionals page). If not selected, the administrative level account is used. When this option is selected, a DMS UserID column and a DMS Password column is added to the Professionals table, as well as a Server\DB column for the server and database to which the member has access. You may need to select this setting and add and populate these columns in the Professionals table if you use eDOCS DM as your DMS and you want user-based access records to be logged when members load documents from the DMS using the Load Copy feature.
Non DB Run Quick Search Form Name	The name of the form used to run a quick search. This is an external form, not a database form. This setting is ignored if Use DB Forms To Run Quick Searches is not selected.
Get Quick Search Form Name	The name of the form used to retrieve the list of quick searches from the eDOCS DM server.
Get Version Info Form Name	The name of form used to retrieve version information from the eDOCS DM server.
Use Sub Versions	If selected, sub-versions are used for documents. Important: Changing this setting requires re-indexing.
Use DB Forms To Run Quick Searches	If selected, database forms are used to run quick searches. This setting should be selected only if the eDOCS DM server was upgraded or if customized forms are being used.
Default Profile Search Form Name	The name of the form used to retrieve the default profile metadata from the eDOCS DM server.
Use Client Matter Metadata	If selected, client and matter metadata is loaded from the DMS database. If not selected, other client/matter related properties are ignored.
Client Matter Search Form Name	The name of the form used to retrieve client/matter metadata. If the default legal profile is being used, do not modify this setting. If a custom profile is being used, specify a custom external form name. The following properties related to form field names must be unique: FusionClientIdFormFieldName FusionMatterIdFormFieldName FusionClientNameFormFieldName FusionMatterNameFormFieldName This setting is ignored if Use Client Matter Metadata is not selected.
Ignore Missing Custom Metadata	For debugging purposes only. Do not select unless debugging.
Client ID Form Field Name	The name of the field in the custom form, specified in Client Matter Search Form Name, to use as the client ID. This setting can be optionally set if the client ID is contained in the matter ID. If the default legal profile is being used, do not modify this setting. This setting is ignored if Use Client Matter Metadata is not selected.
Matter ID Form Field Name	The name of the field in the custom form, specified in Client Matter Search Form Name, to use as the matter ID. This setting must be set and may contain the client ID. If the default legal profile is being used, do not modify this setting. This setting is ignored if Use Client Matter Metadata is not selected.
Client Name Form Field Name	The name of the field in the custom form, specified in Client Matter Search Form Name, to use as the client name. If the default legal profile is being used, do not modify this setting. This setting is ignored if Use Client Matter Metadata is not selected.
Matter Name Form Field Name	The name of the field in the custom form, specified in Client Matter Search Form Name, to use as the matter name. If the default legal profile is being used, do not modify this setting. This setting is ignored if Use Client Matter Metadata is not selected.
Security Lump Size	The SQL statement group size parameter used when retrieving security attributes for documents. The recommended range is 75-250.
Security Cache Groups	If selected, group permissions are checked for users on a per-process basis.
Custom Fields	Allows you to map a custom field in West km to data in eDOCS DM. When defining custom fields in eDOCS DM, you must add the field to the km_default_profile.FRM search form on the eDOCS DM server. Type the name of the field as it appears on the km_default_profile.FRM search form in the DMS Field text box.

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