To update the document classification structure within a SharePoint EDM integration service

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As the EDM content structure grows organically it is important that Civica Cx Housing reflects the latest document libraries, folder names and intrinsic property values - content types and column values - for the document store, affirming the validity of all reference mapping records. To facilitate this, the Reset Configuration Data option can be used at regular intervals to capture the latest records from the EDM system, with all newly-identified values being automatically appended to the corresponding configuration parameter lists.


The procedure to update the document classification structure within a SharePoint EDM integration service is as follows:

  1. Navigate to Quick Menu > System > Configuration > Integration Management. The Integration Management window is displayed.
  2. Expand the SharePoint content store subheading from within the nested EDM System classification structure and select an associated integration service from the alphabetical list (or enter its name into the Search Integrations field). By default the list is filtered to show Current integration services. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Document Management. The Document Management tab is activated, revealing all discrete document launch points configured for the integration service in the EDM Document Location summary table.
  4. Click on Refresh Configuration Data. The latest site collection structures, folder locations and hierarchy, content types and column properties are retrieved from the SharePoint EDM store, ready for subsequent mapping opportunities.


Note

1 The Search Integrations field will match against any element of the EDM service description.


See related topics...

SharePoint EDM integration management overview

To create a new SharePoint EDM integration service