Configuration Settings
As described in ShareDo Document Management Integration, each Document Management System (DMS) will have several document repositories defined.
The information below describes the settings for a matter documents repository, demonstrating the settings that can be provided when configuring this to operate against an O365 location.
| Key | Example Value | Usage / Comments |
|---|---|---|
repository.matter-documents |
Matter documents |
This is the display name for the repository, which will be seen in Modeller when selecting this repository to be configured against a work item. |
repository.matter-documents.context.graph |
workitem |
This tells the repository to load the work item Data Composer graph for the work item that is provided in context. |
repository.matter-documents.type |
office-365 |
Declares the underlying DMS as being office-365. |
repository.matter-documents.serviceSystemName |
365-sharepoint |
Refers to the linked service that should be used to communicate with the DMS. Defaults to 365-sharepoint. If the system name for the linked service is not 365-sharepoint, then the linked service's system name should be provided. |
repository.matter-documents.host |
slicedbreaduk.sharepoint.com |
The name of the O365 host. |
repository.matter-documents.site |
/sites/ShareDo |
The name of the site in O365 where you want the documents to be stored. |
repository.matter-documents.library |
matters |
The name of the document library where you want the documents to be stored. |
repository.matter-documents.folder |
[workitem.reference] |
Specifies the base folder in the document library where the documents are to be stored. This example will create a folder for the work item's reference field value and store all documents in this folder. |
repository.matter-documents.type.expandMetadataFields |
true |
Useful where additional metadata should be retrieved from the DMS. Not usually required to be true. |
repository.matter-documents.extensionBlacklist |
exe,com,dll |
Stops users from uploading files with these extensions. Files are streamed directly to the DMS. No virus scanning is done via ShareDo. This setting provides simple protection. More advanced protection would be needed in O365. |
repository.matter-documents.features |
CreateFolders,Upload,OpenNatively,DownloadCopy,OpenRepositoryNatively,Preview,DeleteFiles,DeleteFolders,FilingEnabled,RenameFiles,CopyNatively,MoveNatively,Search,SearchFileContents |
Document repositories have many features. These features describe what a user can do with a repository. This can be further restricted via ShareDo permissions and their permissions in the DMS, but it should never be expanded beyond this list. i.e. if you don't have |
Note on New Repository
If you are configuring this as a new repository, there is one additional key.
| Key | Example Value | Usage / Comments |
|---|---|---|
repositories |
templates,instructions,matter-documents,inboundEmailStaging,printToPostRoom,scanning-repo,documentPackAttachments,documentPackEnclosures, |
A list of all the document repository system names. This needs to be complete, and reference all configured repositories. |