Setup and Configure the OpenText Content Manager (Trim) 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.
Configure the OpenText Content Manager (Trim) Connector
After you complete the basic settings for this Web Service Connector, scroll down in the 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) Info tab to access additional settings:
|
Setting |
Description |
|---|---|
|
Enter Admin account with full rights |
Technically, you only require READ access to the file share. |
|
Database Server Name |
Enter the server name that is hosting the database. |
|
Database Name |
Enter the name of the OpenText Manager database. |
|
Remote Server URL |
Enter the WebDrawer URL in the format: |
|
File Share |
Enter the direct file share to the content store directory for this connection/database. |
|
Security Model |
Select the type of security implemented for this connection:
|