ECM Connectors aid in conversion of a submitted form to a tiff image and imports it, along with any attachments (if supported by the third-party integration service, such as Laserfiche or ImageNow), into the third-party software as a native document. Before adding the Export submission rule to workflow, the ECM Connector must first be configured.
Select ECM Connectors from the Administration tab. This opens a screen containing one or more tabs, depending on how your deployment of Formatta E-Forms Manager is licensed, with each tab labeled with the name of the third-party connector. These tabs allow you to set up access to one or more third-party integration server needed for the appropriate Export submission rule action.
To configure an ECM Connector server for ImageNow first click the ImageNow tab, then the New ImageNow Server link, then do as follows when the ImageNow Server Setup screen appears:
Server Name: Enter a unique, descriptive name for the server. This name will be used to identify the server in other areas of the application. Server names can only contain letters, digits, dashes, underscores, and spaces.
Server URL: Specify the URL that identifies the location of the ImageNow MessageAgent service. The URL should include the protocol, host name, and optionally the port number. For example: http://imagenow.acme.com:6070/
Export Staging Location: Enter a folder that will be used to temporarily store images and attachments prior to being sent to ImageNow. The folder must already exist. Example: C:\ImageNowExports\serverA\
User Name: Enter the user name of a valid ImageNow user that has privileges to store documents in ImageNow through the MessageAgent service.
Password: Enter the password of the valid ImageNow user from step 4 above who has privileges to store documents in ImageNow through the MessageAgent service.
Export Enabled: Flag that controls whether submissions will be exported to this server. Disabling exports to a server will cause submissions to fail but the export of the submission can be retried once the exports to the server are enabled. Check this flag to enable exports to this server, uncheck this flag to disable exports.
To configure an ECM Connector server for Laserfiche first click the Laserfiche tab, then the New Laserfiche Server link, then do as follows when the Laserfiche Server Setup screen appears:
Server Name: Enter a unique, descriptive name for the server. This name will be used to identify the server in other areas of the application. Server names can only contain letters, digits, dashes, underscores, and spaces.
Laserfiche Host: Enter the host name or IP address of the physical computer or server that contains the Laserfiche instance. To specify a port, enter a colon followed by the port number after the host name or IP address (e.g. localhost:5050). If a port is not specified, port 80 will be used.
User Name: Enter the user name of a valid user that has privileges to store documents in Laserfiche.
Password: Enter the password of the valid user above who has privileges to store documents in Laserfiche.
Laserfiche Repository: Enter the name of a Laserfiche repository.
Laserfiche Volume: Enter the name of the Laserfiche volume where the Laserfiche documents will be stored.
Export Staging Location: Enter a folder that will be used to temporarily store images and attachments prior to being sent to Laserfiche. The folder must already exist. Example: C:\LaserficheExports\serverA\
Export Enabled?: Flag that controls whether submissions will be exported to this server. Disabling exports to a server will cause submissions to fail but the export of the submission can be retried once the exports to the server are enabled. Check this flag to enable exports to this server, uncheck this flag to disable exports.