Configuring the WorkSite Connector

The WorkSite Connector delivers processed documents from the server to the Autonomy iManage WorkSite repository.

To configure the WorkSite connector

1. Open the Server Administrator.

2. Go to Connectors > New > Connector for > DMS. The License page opens.

3. In the License text box, provide a Tier 2 license obtained from Upland AccuRoute and click Next. The Server Address page opens.

4. Verify that the Run on the Message Server option is selected and click Next. The Display Name page opens.

5. The default name is DMS on the Server. Change the name, if necessary, and click Next. The DMS Type page opens.

6. On the Choose the DMS type drop-down menu, select T2 - WorkSite and click Next. The Congratulations page opens.

7. Click Finish. The WorkSite Login Configuration wizard opens.

   • In the Server Name text box, enter the name of the WorkSite server.

   • In the User name text box, enter name of a valid WorkSite administrative type user.

   • In the Password text box, enter the password for the user.

   • Click Next. The WorkSite Configuration page opens.

   • Under Login configuration, verify that the Prompt for login only if necessary option is selected. If not, select this option.

   • Under Profile type, verify that the Use Standard Profile Dialog option is selected. If not, select this option.

   • Under Placeholder, select Retain placeholder profiles in WorkSite after creating an Embedded Directive.

   • Click Next. The Interwoven Records Manager page opens.

   • Click Finish to complete the WorkSite configuration.

The WorkSite connector now appears in the details pane.