General tab
Use this tab to set general connection parameters for logging in to the DocuWare Cloud server and specify the destination of the routed document.
| Option | Description |
|---|---|
| Activate and Pass through | Activiate - Set this combo box to YES to make the component active. If
this combo box is not set, the component won't perform any actions
during file processing at runtime, and all component options are
disabled for configuring (for eConnector only). Pass through - Set this combo box to YES to make the documents available to the subsequent components. |
| Authentication group | |
| Token Vault URL | For Token Vault-based access mode, enter the fully qualified Token Vault URL with port number. |
| Provider ID | For Token Vault-based access mode, enter the ID of the authorization provider that was set up in Token Vault to work with this AutoStore component. |
| Local User Account | For Token Vault-based access mode, specify a domain user account that
will be used by the workflow. The accepted format is UPN (User Principal Name) – username@domain Ensure that the account specified in this box has completed the authorization and consent process through Token Vault. Otherwise, the component will fail to process files through this account. You can use RRTs in this box. When you use an RRT, ensure that it is replaced with a domain user account in UPN format. Otherwise, the component fails to process files and they are rejected. |
| User name | For Password-based access mode, enter the name of the user account that will be used for connection to the DocuWare server. This must be a valid DocuWare username that follows DocuWare username rules. |
| Password | For Password-based access mode, enter the password for the user account specified in the User name box. |
| Token endpoint | For Password-based access mode, enter the DocuWare server token endpoint value. This is the OAuth 2.0 endpoint used to request the access token. It must match the DocuWare identity issuer URL to avoid authority mismatch errors. |
| Communication group | |
| Organization | Enter the name of your organization. This text box is optional. |
| Server URL | Specify the address of the DocuWare Cloud server to which you want to connect. This
text box is mandatory. The server address can be specified as follows: http(s)://server.docuware.cloud Where:
The following examples provide a sample reference of what is acceptable to enter in this box:
|
| Platform | Enter the name of the DocuWare Cloud platform. |
| Route group | |
| File Cabinet | Enter the name of the file cabinet where you want to store documents or select the browse button (...) to select one of the available file cabinets in the Select File Cabinet dialog box. |
| Basket | Enter the name of the basket where you want to store documents or select the browse
button (...) to select one of the available
baskets in the Select Basket dialog box. You must complete either the File Cabinet text box or the Basket text box. If you specify the File Cabinet only, the component stores documents directly in the file cabinet. If you specify the Basket only, the component stores document directly in the basket. When a Basket is selected, you cannot set the Create data record without document option. If both the File Cabinet and the Basket are specified, the component stores documents in both the file cabinet and the basket. |