How to Set Up and Configure the eDocs 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.

Connector Installation Specifics

The eDocs connector is a Template SQL connector.

Template SQL Connectors are distributed as package files (in XML format) and must be registered in Connector Framework or Connectivity Hub.

These instructions walk you through the installation of the package:

Download eDocs package file from BA Insight to a convenient location.
Open the Connector Framework management web site.
Go to Tools > Templates and click Import Template.
Open the eDocs package file in any text editor such as Notepad and copy the contents of the file to the clipboard.

Caution: Do not use IE to open the template file because it might display the XML file with additional navigation characters (+ characters), which will be copied to the clipboard, creating an invalid XML file.

Paste the XML into the Template XML field on the Connector Framework management web site.
Click Load XML.
Leave the Is Dataset Template check box unchecked and click Save.

Note: Define your 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) and Content in your BA Insight connector framework application: Connector Framework or Connectivity Hub.

Connection Configuration Specifics

To configure your connection, open your connection framework application.
Navigate to the Connections tab.
Use the information from the following table for the various fields on the Connections page:

Field	Description
Title	Enter a unique descriptive title for the connection. This is a required field.
Content Owner	Enter a valid domain account in the format domain\userid with full rights to the search results.
Template	From the drop-down menu, choose the SQL Template that you installed.
License Key	Select the license key from the drop-down list that applies to this Connector.
Database Name	Enter the name of the database you are establishing the connection for.
Database Login	Select authentication model to connect to the database.
Authentication Mode	Connector Framework uses either of the following authentication modes: Service Account: Connector Framework or Connectivity Hub uses AD A directory service for Windows domain networks. A hierarchical structure that stores information about objects on the network. Used to manage permissions and control access to critical network resources. authentication to connect to the database. Note: You must grant read rights to all of the domain accounts that SharePoint is running for the Timer Service, Search Service, and SSP Web Site. SQL Login: Enter a SQL Server type user name and password that has read access to your database. An Active Directory A directory service for Windows domain networks. A hierarchical structure that stores information about objects on the network. Used to manage permissions and control access to critical network resources. login will not work here and requires your server to support mixed mode authentication.