Reference Document Server Credentials Configuration

Reference Document Server Credentials

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

Configure Reference Document Credentials in 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 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 Applications menu, navigate to 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.
    Note: The Shared Folder UNC Path must refer to a location other than the APM server.
  4. Select Save.
    Note: Select Perform Connection Test button to validate the configuration provided.
    Your shared network drive is now accessible by 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.