Configuring SharePoint as the ECM

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Configuring SharePoint as the ECM

Overview

Bizagi supports SharePoint as the ECM system for document uploads.

For more information about this feature, refer to Document repository integration.

 

This section describes what steps you need to consider in SharePoint prior to using it as a document repository in Bizagi.

 

Prerequisites

To set SharePoint as your ECM, first ensure that your SharePoint version complies with the CMIS 1.0 standard.

In SharePoint 2013, CMIS 1.0 support is shipped within its installation.

In SharePoint 2010 and 2007 versions, CMIS 1.0 support is achieved by installing an add-on.

 

Ensure you meet the following prerequisites to both install CMIS and to configure ECM integration in Bizagi:

Ensure you have a service account with farm administration privileges (FarmAdministrator).

Ensure the SharePoint Timer and SharePoint Administrator services are started and in a running status (i.e SharePoint Timer, SharePoint 2010 Administrator).

Ensure SharePoint Store Service Application is properly configured and it has at least one created encrypted key.

Follow the prerequisites configuration steps in order to activate a CMIS extension for SharePoint 2010 or 2007 (these steps do not apply for SharePoint 2013).

 

CMIS extension configuration

Notice that your SharePoint 2010 or 2007 server, may not include the necessary CMIS 1.0 module by default.

These steps are not required for SharePoint 2013.

In order to include CMIS 1.0, follow these steps:

 

1. Download and install the SharePoint Administration Toolkit which contains the CMIS connector.

For SharePoint 2010, available at: http://www.microsoft.com/en-us/download/details.aspx?id=20022

For SharePoint 2007, available at: http://technet.microsoft.com/en-us/library/cc508851%28v=office.12%29.aspx

 

2. Activate and deploy the connector by first running the following command in the SharePoint 2010 Management Shell at the SharePoint server (find it under Start – All Programs - Microsoft SharePoint 2010 Products):

 

Add-SPSolution â€“LiteralPath 'C:\Program Files\Microsoft\SharePoint 2010 Administration Tookit\Content Management Interoperability Services (CMIS) Connectors\spcmis.wsp'

 

3. Select the Manage Farm Solutions option.

This is done in the SharePoint Central Administrator, and from the System Settings menu.

 

4. Select spscmis.wsp and click on Deploy Solutions.

 

5. Once this has been deployed, go to Site Settings (at the producer site) and from the Site Actions options select Manage Site Features.

Make sure you activate the CMIS Producer:

 

CMIS_active

 

 

 

If you wish to verify that the CMIS connector is ready to operate in your SharePoint site, you may browse directly your site's CMIS Web services.

To do this, input the following URL in a browser:

 

http://[your_server]/[sites]/[your_site]/_vti_bin/cmis/soap/RepositoryService.svc?wsdl

 

Once you authenticate, you should be able to see the CMIS Web services running and showing their wsdl definition:

 

SharePoint_verify
 

note_pin

The CMIS SharePoint connector is known to have some issues when setting up a SharePoint site which runs on a different port number other than the default one (80).

You may want to verify with your vendor (Microsoft) for any issues or solutions regarding your setup.

 

For more detail and official guide instructions, refer to Microsoft's Installing and configuring the CMIS connector section.

 

 

SharePoint ECM configuration

The following configuration is done at the Site designated as "the producer" in order to set up SharePoint and a library to use in ECM integration with Bizagi.

 

Make sure you have a designated library to store Bizagi's documents (with any additional folder structure), then review the following settings:

 

1. For your library, enable management of content types.

To do this, go to your created Library and click on the Library Settings.

 

LibrarySettings

 

Locate the Advanced Settings option under the General Settings category:

 

LibraryAdvanced

 

Select Yes to the question item: Allow management of content types?  and save these settings:

 

YesContentTypes

 

 

2. For your library, enable versioning and do not force a checkout policy.

To do this, locate the Library Settings.

Similarly, under the General Settings section, click on Versioning Settings.

 

Make sure you allow:

Create major versions for question item Create a version each time you edit a file in this document library?

No, for the question item Require documents to be checked out before they can be edited?

 

MajorVersionsAndNo

 

Additional notes

Make sure Basic authentication is not enabled for your Bizagi Work portal (at the IIS Web site).

Make sure you have already created any custom or necessary content types.

You may do this from the Galleries options.

 

Make sure you define any custom site columns, and define your site content types.

 

ContentTypes

 

 

Similarly, make sure you assign those content types to your library designated for Bizagi documents.

Note that you may do this, directly back at the Library settings:

 

AddFromContentTypes

 

 

At this point your ECM is set, and you may now follow the configuration in Bizagi to define the integration of the ECM, as described in Setting the ECM in Bizagi.