Configure federated documents feature for files

Complete the configuration of the federated documents feature to communicate with IBM Connections.

1. Specify whether credential vaults slots are used for authentication with remote servers.

   Because we can access federated documents through either the personalization editor or the rich text editor provided with Web Content Manager, we can configure credential vault slots for each method independently.

   1. To access federated documents through the personalization editor, click wp.federated.documents.pzn.vaultselection.enabled. To enable credential vaults slots, set the value to true, or, to disable credential vault slots, set the value to false. By default, the value is true.

   2. To access federated documents through the rich text editor in WCM, click wp.federated.documents.wcm.vaultselection.enabled. To enable credential vaults slots, set the value to true, or, to disable credential vault slots, set the value to false. By default, the value is true.

   If we enable credential vault slots, users can select a credential vault slot in the user interface. We can also use the property wp.federated.documents.suffix.vault.slot to specify a default credential slot to be used with a given remote server.

2. If we enable credential vault slots, grant access to credential vault slots for all authenticated users.

   1. Log in to the portal as an administrator.

   2. Click...
      Administration | Access | Resource Permissions

   3. From the list of resource types, click Virtual Resources.

   4. For the ADMIN_SLOTS resource, click the Assign Access icon.

   5. Edit the User role, and add the All Authenticated Portal Users group to the role.

3. Optional: Configure the amount of data returned for the summary metadata attribute of the document.

   1. Click Resources > Resource Environment > Resource Environment Providers.

   2. Click WCM WCMConfigService.

   3. Under Additional Properties, click Custom Properties.

   4. Click wcm.pzn.ecm.max.field.length, and enter the number of characters to be returned. If no value is specified, the default value is 128 characters.

4. Optional: Configure whether property changes are automatically loaded.

   By default, the Federated Documents service automatically reloads properties at a specified interval, without requiring us to restart the portal. We can change the automatic reloading behavior or modify the reloading interval.

   1. Click Resources > Resource Environment > Resource Environment Providers.

   2. Click WP FederatedDocumentsService.

   3. Under Additional Properties, click Custom Properties.

   4. Click wp.federated.documents.document.service.reload.disabled, and specify a value of true to disable automatic reloading of properties. Default is false.

   5. Click wp.federated.documents.document.service.reload.interval, and specify the interval in seconds for reloading properties. The default value is 3 seconds.

5. Save the changes. The Federated Documents service automatically reloads any updated properties. If we disabled automatic reloading, restart the portal server.

Parent Integrate IBM Connections files

Related tasks:

Insert a link to remote content
Personalizing federated documents