Adding a Connection for Autonomy Interwoven WorkSite (iManage)
To add a connection for WorkSite (iManage),
- Note the following requirements:
- Refer to the West km Administrator Guide for configuration changes that are needed if you are indexing documents stored in WorkSite.
- WorkSite saved searches that are used to identify documents in West km should be restricted to only the database on which the search exists. For example, if search folder Search1 exists on database DB1, then the search database specified should be DB1 and only DB1. Specifying any database other than DB1 may lead to duplicate documents being indexed by West km and may slow down the indexing process.
- WorkSite saved searches must be saved under My Folders or Other Folders in WorkSite Explorer. Saved searches that are saved outside of WorkSite Explorer (e.g., My Matters) or in subfolders will not appear in West km.
- West km does not process searches in WorkSite workspaces (a new feature in 8.0).
- It is recommended that sub-searches (a new feature in 8.0) not be used with West km, because duplicate documents that are retrieved by both the main search and the sub-search will error during indexing.
- Only one version of WorkSite server can work with West km at one time. West km will not function correctly if you have document collections from more than one version.
- Point to the Setup link, and then click Data Source Management.
- At the Data Source Management page, click Add Connection from the Tasks list.
Enter the following information.
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If you want to select a library group for this data source, see Selecting a Library Group for details.
- Click Save.
|
Field Name |
Description |
|
Connection Type |
The data source used to manage the documents (i.e., iManage). |
|
DMS Server |
The name of the server where WorkSite is located. (The server name must use only alphanumeric characters; underscores are not allowed.) |
|
Database |
The name of the database or library containing the documents you want to index. |
|
Database Type |
The type of database that is used with WorkSite. |
|
DMS User ID and DMS Password |
The user ID and password for the WorkSite server login. |
|
Database Server |
If your organization uses Microsoft SQL Server for the WorkSite database, the name of the server where the database is located. |
|
Database Name |
For Microsoft SQL Server, the name of the database for WorkSite; for Oracle Database, the name of the database instance for WorkSite. |
|
Database User ID and Database Password |
For Microsoft SQL Server, the user ID and password of a user account with access to the database for WorkSite; for Oracle Database, the user ID and password of a user account with access to the database instance for WorkSite. |
|
Use UNC Path to Get Document Copy |
When this option is cleared (the default), West km uses the WorkSite API to access documents. When this option is selected, West km uses the UNC path to access documents. Select this option if the HTML Conversion indexing component fails when processing by component. When this option is selected, West km uses the remote access account configured on the West km system to access documents; the user account requires read and execute permissions to the WorkSite file server where the documents reside. |
To return to the listing of data source connections on the Data Source Management page, click Connections List.
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