Installation guide

Table Of Contents
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n When the eDOCS DM Extension Client v 5.1.0.5 SR6 or later is installed on the same computer as the
ShareScan Manager (not in the same domain as the DM server), you cannot configure the eCopy connector.
n Default values that are assigned by the eDOCS DM server appear in the Client. To use a different value, you
must remove the default value and then use the Search feature or the "Search while typing" option to specify the
new value.
n If a profile for an application does not appear, contact your administrator. The application may be disabled from
within the eDOCS DM software.
n Before installing the eCopy connector for Open Text Content Server, the Administrator must install and
configure the Windows Explorer DM Extension software for Open Text Document Management, eDOCS
Edition 5.1, 5.2, 6.0 or later or Hummingbird DM 5.1, 5.2, and 6.0 on the same PC as the eCopyShareScan
Manager. After that, run the DM Connection Wizard.
n Both versions of the DM Extension software include the required DM API and the DM Connection Wizard.
n For instructions about installing the DM Extension software, refer to your eDOCS documentation.
1.3.12 - eCopy connector for Open Text Content Server
1.3.12.1 - Supported Versions
n Open Text Content Server 9.2, 9.5, 9.6, 9.7, 10.0
n For more information on supported Open Text Content Server versions, see
https://www.gosavo.com/ENGAGEand search for ShareScan 5.0 Compatibility Matrix.
1.3.12.2 - Installation Prerequisites And Suggestions
n The administrator should enter a user name and password that enables browsing to all destination locations,
display all index fields, and store documents if “Login As authentication is used.
n The eCopy connector for Livelink ECM uses the Livelink API (LAPI) and supports TCP/IP direct connections
with native Livelink authentication. It does not support HTTP or HTTPS connections or non-native
authentication methods. Native authentication using LAPI supports Livelink authentication, NTLM
authentication, and LDAP authentication. The Livelink server is responsible for managing the authentication
settings and the connector works transparently with the selected authentication mode.
n If the Open Text Content Server environment requires a user to change password at the next logon to the
system, the user must change the password at the workstation before using ShareScan. If the user does not do
this, the system will display a message that the password has expired and that the user will not be able to store
the scanned documents.
n For authentication methods outside of these constraints, refer to your eCopy Technical Consultant.
n The Administrator will need to provide the following information to properly configure the connector:
l Livelink Database name.
l Livelink Server name.
Note:
The server entered in the “Livelink Server field must be on the same network (LAN) or connected via a VPN (WAN) as
the Services Manager. It cannot be a web-only connected server. The Livelink connector does not communicate over