Reference Document Server Credentials Configuration

Reference Document Server Credentials

Reference documents associated with various types of records in GE Digital APM can be stored internally, meaning in the GE Digital APM database, or externally on a shared network drive. This topic below describes how to connect GE Digital APM to your shared network drive.

Configure Reference Document Credentials in GE Digital APM

About This Task

When you create a Reference Document for a record, one of your options is to house the file on a shared network drive. Before you can do that, you must configure user credentials to the network share in GE Digital APM. This topic describes how to configure these credentials.
Note: To configure the Reference Document Server Credentials, you must be a member of the MI Configuration Role security group or a role that includes this group.

Procedure

  1. In the module navigation menu, select Admin > Operations Manager > Reference Document Server Credentials.
    The Reference Document Server Credentials result grid appears.
  2. Select the Add New Resource icon.
  3. Enter the appropriate values in the Shared Folder UNC Path, Caption, Sites, Roles, Groups, Domain, User Name, and User Password fields.
  4. Select Save.
    Note: Select Perform Connection Test button to validate the configuration provided.
    Your shared network drive is now accessible by GE Digital APM users assigned to the specific Sites, Roles, or Groups and you can link your Reference Document files on the shared network drive.
    Note: If you update the Shared Folder UNC Path field, you must re-enter the User Password.