How to Set Up and Configure the Alfresco Connector
All BA Insight connectors can be downloaded from the Upland Right Answers Portal under Knowledge > BA Insight > Product Downloads > Connectors. This connector is installed with the same generic steps as any BA Insight connector. You must satisfy the Prerequisites for your connector before installing. The configuration specifics are detailed below.
Connection Configuration Specifics
The following steps add a connection Connection defines the how Connectivity Hub connects to your Source System (which contains your documents, graphics, etc.,). Your Connection includes identifying elements such as: URL of the BA Insight web service connector you are using, (File Share connector, SharePoint Online connector, etc.), Authentication mode, User Accounts and Credentials, Database information (for database connectors) to the Connector Framework.
- Navigate to the Connector Framework. On the “Connections” tab, select “WebService Connection” from the “Add New” dropdown list.
- Enter the basic connection data:
- Web Service: Enter The web service URL to the connector web service.The URL is in the format: http://<host>:<port number>/dataconnector.asmx
- <host> is the FQDN, host name, or IP of the server where the connector is installed
- <port number> is the port number entered during the installation wizard process
- Specify the Authentication mode:
- Use Service Account: The account unning the job service and the account running the Connectivity Hub admin site will be granted access.
- Specify User Account: Enter the credentials of a user account that you want to be granted access.
- Web Service: Enter The web service URL to the connector web service.The URL is in the format: http://<host>:<port number>/dataconnector.asmx
- Click Connect. The page re-loads with additional options.
- On the Connection Info tab, complete the following fields:
- In the Title field, enter a title to use for the connection.
- Click the General Settings tab and complete the following information to connect to the Alfresco connector.
- Alfresco Content Service Login:
- Enter the admin credentials for the Alfresco Content Services. This account must have access to all sites that are crawled.
- Alfresco API:
- Enter the URL of the Alfresco Content services install location. The default installation location for Alfresco on premise is http://127.0.0.1:8080.
- Alfresco Content Service Login:
Content Configuration Specifics
To create Alfresco content and generate metadata Provides context with details such as the source, type, owner, and relationships to other data sets. Metadata provides details around the item being crawled by Connectivity Hub., use the following steps:
- Navigate to Tasks > New Task.
- In the job field, select DataStore Load Collects the logical division of your data (data stores) from the source system. Runs on a schedule Logs information according to log level set. This Task retrieves a list of all sites.
- Click Create.
- Return to the Tasks page and click New Task.
- In the Job field, select DataStore Types Load Collects the types of data from your source system. Runs on a set schedule. Requires a log level which logs information job. This task will fetch all types available for crawling. Connector only crawls items of type cm:content and subtypes.
- Click Create.
- Navigate to Content Source Content Sources do the following: Receive data from the Source System via the Connection, Filter the data it receives, Provide the results to the Target, Define the specific search index that contains the content you wish to index (and later search). > Metadata and generate metadata for the newly created Alfresco Content.
- Additionally, you can add filtering to your content source on the Content Filters tab. By default all items of type cm:content and subtypes are crawled. To crawl only items of certain types, select the types to include/exclude from the types tree.
Connection Security Specifics
- Navigate to Tasks > Security for your Alfresco connection.
- Run the Security Sync Loads User and Group tables and executes the mapping based on the connector configuration. job.