edoc archive service Administration Guide
edoc archive service Administration Guide
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Configure a connection to your ECM system

You must create a connection to your ECM system in edoc archive service to connect the ECM system to the ERP system later on. The connections are used to retrieve the ECM- and ERP-specific fields and properties and map them later.

You can also create several connections per ECM system to realize different scenarios.

You need the following data from your ECM system to establish a connection:

  • Authentication method, e.g. Microsoft Graph API.

  • Authentication data (e.g. API key, secret, user name, and password).

Here's how

  1. Go to the edoc platform system environment and open the administration of edoc archive service in the browser.

  2. Navigate to Configure ECM connections > Create new connection.

  3. Enter any meaningful name for the connection under Enter connection name. You use the name to identify the ECM connection when mapping it to an ERP connection.

  4. Enter a short description under Enter a description of the connection, e.g. notes or special information about the connection.

  5. Under Select edoc content services module, select a module that you would like to use to establish a connection to your ECM system.

    1. For a connection with d.velop documents (on-premises), select d.velop d.3ecm-API (deprecated).

    2. To connect to d.velop documents in the cloud, select d.velop documents.

    3. To connect to Microsoft SharePoint Online, select Microsoft SharePoint (Graph API).

Once you have entered all the data for the connection, enter ECM-specific data.

Specify the connection data for the module "d.velop d.3ecm-API (deprecated)"

To establish a connection with the edoc content services module d.velop d.3ecm-API (deprecated), enter the following data:

  • Specify base address of the server: enter the base address of the server without https:// on which the ECM system was installed.

  • Specify ECM service user name: Enter the name of the service user in your ECM system. The service user is used for authentication in the ECM system.

  • Specify ECM service user password: Enter the password of the service user in your ECM system.

  • Specify repository ID: Enter the ID of the repository to which a connection is to be established.

Specify the connection data for the "d.velop documents" module

To establish a connection with the edoc content services module d.velop documents, enter the following data:

  • Enter URL of the ECM system: enter the URL with https:// under which your ECM system can be accessed.

  • Enter API key of the ECM system: enter the API key of the ECM system with which a connection is to be established. The API key is used for authentication in the ECM system.

  • Specify repository ID: enter the ID of the repository to which a connection is to be established.

Specify the connection data for the "Microsoft SharePoint (Graph API)" module

To establish a connection with the edoc content services module Microsoft SharePoint (Graph API), enter the following data:

  • Enter URL of the ECM system: enter the URL with https:// under which your ECM system can be accessed.

  • Specify tenant ID: enter the tenant ID of your Microsoft SharePoint instance.

  • Specify application ID (client ID): enter the application ID (client ID) of your Microsoft SharePoint instance.

  • Specify client secret: enter the client secret of the Microsoft SharePoint instance.

  • Specify list ID: Enter any list ID from Microsoft SharePoint. Use this list ID to check whether a connection can be established. This list ID is used exclusively for testing the communication between the two systems. You configure the field mappings between the fields in a SharePoint list and the ERP fields at a later stage based on the corresponding lists in SharePoint.

Tip

Test the specified connection data with Test connection.

Once you have successfully configured the connection, click on Save.