Adding a Connection for NetDocuments

Adding a Connection

To add a connection for NetDocuments,

1. Point to the Setup link, and then click Data Source Management.
2. At the Data Source Management page, click Add Connection from the Tasks list.

3. Enter the following information.

Field Name	Description
Connection Type	The data source used to manage the documents (i.e., NetDocuments).
Local Document Store URL	The URL to your organization's local document store for NetDocuments. This is an internal website.
Cabinet GUID	The GUID for the NetDocuments cabinet (e.g., NG-4JPJW7B0) that contains the documents you want to index. You can get the cabinet GUID from the URL while you are on a cabinet’s home page in NetDocuments.
Local User ID and Password	The user ID and password for an administrator account with access to your local document store for NetDocuments. This account needs access to all the documents you want to index. (Note: The documents to be indexed in NetDocuments must be publicly available to West km members.)
Service User ID and Password	The user ID and password for an administrator account with access to the NetDocuments service. This account needs access to all the documents you want to index. (Note: The documents to be indexed in NetDocuments must be publicly available to West km members.)




4. If you want to select a library group for this data source, see Selecting a Library Group for details.

5. Click Save.

To return to the listing of data source connections on the Data Source Management page, click Connections List.

Before Indexing

Note that before you index documents stored in NetDocuments (see Indexing Document Collections), you need to set the following system options.

System Options, Server Configuration Settings, Proxy Settings page:

• Web Proxy Host: The IP address or URL for your proxy server.
• Web Proxy Port: The port number used by the proxy server.

Entering your proxy server settings enables West km to communicate through your firewall to access documents from NetDocuments.

System Options, DMS Settings, NetDocuments page:

• Categories List Search: Identify a NetDocuments saved search that retrieves a list of other saved searches (or categories) for retrieving the documents you want to index in West km. The individual saved searches retrieved by this global saved search can be selected in West km for creating and indexing document collections. The individual saved searches retrieved by this global search must meet these requirements: (1) They must be sorted by last modified date, descending, and (2) The documents retrieved must be publicly available to West km members.

• Field Mappings: Type the name of the NetDocuments field you want to use for each West km field. If your organization has multiple cabinets in NetDocuments, the field names that you map to West km must match across cabinets.

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