Configuring FileNet P8 for use with Content Collector for SAP

Create the objects that you need to store outgoing documents in FileNet P8. For incoming documents, ensure that the document classes have the necessary properties.

About this task

Some of the objects might exist and can be used. Make a note of the names of all objects that you create. You must later specify them in the server configuration profile when you configure Collector Server for use with FileNet P8.

This information contains only the configuration steps that must be completed to use FileNet P8 with Content Collector for SAP. For more information, see the FileNet P8 Platform documentation (www.ibm.com/support/knowledgecenter/SSNW2F).

Procedure

To configure FileNet P8:

  1. Create a user that Content Collector for SAP can use to connect to FileNet P8.
  2. Create a domain that contains the object stores where the documents are stored or are to be stored.
  3. Create one or more object stores to hold the documents.
  4. Create the properties for the document classes.
    For more information, see Creating properties.
  5. Create the document classes, and assign the appropriate properties.
    Create at least one document class. Otherwise, no documents are stored. If you do not want to store all documents in one document class, create several document classes. You can create a document class for each MIME type.

    For each document class, add the user that you created in step 1, or the group to which this user belongs, to the Default Instance Security access control list (ACL) and specify “Full Control” as permission. With this permission, the user can view, create, modify, read, and delete the documents in the object stores.

    Note: If a user is #CREATOR-OWNER of all documents in this document class, this user does not have to be added to the ACL list
  6. If the archived documents are to be organized in folders, create the folders that you need.
    For each folder, grant the “Add to Folder” security to the user that you created in step 1, or to the group to which this user belongs. In this way, you allow the user or the group to add documents to the folders. This security level includes the following necessary access rights:
    • File in folder
    • Unfile from folder
    • Read permissions