Adding an Enterprise Content Management server

You need at least one Enterprise Content Management (ECM) server for the service you develop. You specify the connection properties to access an ECM server on the Process App Settings Servers page for a process application. You can also specify them on the Toolkit Settings Servers page for a toolkit. Adding the server to the Toolkit Settings Servers page allows the connection properties to be reused.

About this task

To add a server, follow these steps.

Procedure

  1. Select the Servers tab from the Process App Settings editor. You see the Process App Settings editor when you first click Open in Designer from a newly created process application in the Workflow Center. Alternatively you can select Process App Settings from the drop-down list on the toolbar in Process Designer.
  2. Beneath the Servers heading click +. Beneath the Details heading, enter a meaningful name for the server. From the drop-down list in the Type field, select Enterprise Content Management Server. Enter a meaningful description of the server in the Description field. This field is optional.

    If you are working with the IBM® Process Designer desktop editor, click Add beneath the Servers heading to add a server

  3. Enter the server configuration properties in the Default tab.
    • The Default tab contains the server configuration properties of your default environment type. You can have several environment types, which are added by clicking +. The other environment types that you can add are as follows:
      • Development: The environment where you develop your services.
      • Test: The environment where you test your services.
      • Staging: The environment where you deploy your services for pre-production testing.
      • Production: The environment where your services are deployed for use by your organization.
      You can modify the environment type after deployment by using the updateBPMConfig administrative command. See Modifying the IBM Workflow Server environment type.
    • Host Name: The host name of the Enterprise Content Management server. Specify an IP address or a host name and domain. For example: myHost.labwide.ibm.com
    • Port: The port number of the Enterprise Content Management server.
    • Context Path: The path to the Content Management Interoperability Services (CMIS) web services application on the server. A connection must be established through Content Management Interoperability Services (CMIS) by using the web services protocol rather than the Atom protocol.
    • Secure Server: Specify whether you want your service to be secure, that is, to use the Hypertext Transfer Protocol Secure (HTTPS) protocol by selecting this check box. If you select the HTTPS protocol, you must configure HTTPS security. See Accessing an IBM Case Manager server using the Secure Sockets Layer (SSL).
    • Repository: The name of your repository. If you are using FileNet® Content Manager as the ECM server, the object store name is the CMIS repository name.
    • User ID: The user ID to connect to the Enterprise Content Management server.
    • Password: The password of the user ID connecting to the Enterprise Content Management server.
    • Always Use This Connection Information: If selected, which is the default, only this user ID and password are used for authentication. For example, a human service, which your service is associated with when a Document List or Document Viewer is configured, also has a user context. An administrator uses the Manage Users function to specify human service users. Selecting this check box means this user ID and password overrides any other user information.
    • ECM Document Authorization Service: A service that you create and select if you want to check the permissions of a user. It is used by the Responsive Document Explorer, Responsive Document List, and Responsive Document Viewer coach views from the Content Management (SYSCM) toolkit when they perform operations that cannot be customized by using an Ajax service. It is also used by the older heritage coach views of these controls. These operations are the creation, update, and download of a document. The service is not used when you directly invoke the Content Integration operations in the human service, Ajax service, and integration service editors.
    • Event broadcasters: Specify a team whose content events are able to trigger a document start event or precondition evaluation. The team must include the technical user for this server. Business Automation Workflow will process content events only from these users.

    If you are working with the IBM Process Designer desktop editor, entering the server configuration properties is similar. However, the selection of the environment type is with a drop-down list.

  4. Click Test Connection to confirm the connection to the server works.
  5. Click Save or Finish Editing.

What to do next

You can change these settings at run time. For more information, see Changing ECM server settings using the Process Admin Console.