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sp2007
- in this case the component will insert "http://
" before it automatically. It is mandatory to fill
out this field.
User name
- enter the user name that will be used to log in to the server. If you are using a domain user
account to connect to SharePoint 2007, enter the user name with the domain name, e.g.,
ORGDOMAIN\SpUser
. The local server users can enter only the user name, e.g. SpUser
. It is mandatory
to fill out this field.
Obtain password via RRT
- select this check box if you want to obtain the password via RRT
. When this
check box is selected, the Password
text box becomes disabled. In this case the component will use the
password obtained via RRT
at run time to connect to the SharePoint 2007 Server.
Password
- enter the user password which will be used to log in to the server.
Password RRT
- enter another component's RRT that contains the password to the user specified in User
name.
This text box is enabled only if the Obtain password via RRT
check box is selected.
Note:
You should never specify a fixed password instead of an RRT
RRT
in the Password RRT
T
text box,
since the value of this field is not encrypted. To specify a fixed password, please use the
Password
text box.
At the configuration time the component always uses the value of the Password
text box as the
user’s password for connection to the object store even if the Obtain password via RRT
is
selected.
Impersonate
- select this check box to change the author of the sent document. Enter the name of a
new author in the impersonate text box. If this check box is not selected, the author will be the user
specified in the User name
text box.
Note:
The impersonation in this component is partial. This means the following:
1.
At the configuration stage, switching Impersonate
option does not affect the
component's controls behavior except for the controls available in Permission settings
dialog and its child dialogs. The functionality of these dialogs (getting lists of permissions
and groups, user validation) works under the impersonator account.
2.
At runtime the documents and list items are sent under the impersonator account.
If you use the Impersonate
option, you should be sure that the user specified in the User name
text box has the administrator permissions. This is necessary in order to keep security by not
allowing any SharePoint 2007 user to route documents under other users’credentials.
Site
- enter the name of the SharePoint site where you want to store the documents or list items either
manually or select it from the drop-down list. You can specify a subsite of the site entering its name
after the parent site name followed by "/
", e.g. SubSite1/SubSite1_1.
If a site is not specified, the
component will store documents or list items in the base SharePoint directory.
Advanced
- click this button to open the Advanced Connection Settings
dialog that allows you to specify
web protocol timeout.
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Advanced Connection Settings
This dialog allows you to set the timeout for uploading documents and list items .
Web protocol timeout
- specify the timeout in seconds for uploading documents or list items into the
SharePoint 2007 Server. If a problem occurs while uploading, or a very big file is being uploaded, the
component waits for this time and when the timeout expires, the component aborts uploading and
rejects the document. It is recommended to increase timeout value when sending big documents or
when sending documents into the document library which already contains a big amount of the
documents.
Documents tab
In this tab you can specify the parameters of the routed documents.
Route documents
- select this checkbox if you want to route documents to SharePoint Server. If this
check box is not selected, the component won't route any documents (for example, if you need to route
list items only).
Document library
- enter the name of the document library that you want to work in either manually or
select it from the drop-down list. If the specified library does not exist on the server, the configuration
can be saved, however an error message will appear at run time. It is mandatory to fill out this field.
Folder path
- enter the name of the folder where the routed files will be stored either manually or
browse to the desired folder using the
button. This button opens the Select Folder
dialog box. You
can create a folder dynamically by entering a new name for the folder. You can also create a subfolder
of the existing folder by entering the subfolder name after the folder name followed by "/
", e.g.
Folder1/ New folder
.
You can use one or several available RRTs
to create folder names.
Note:
You cannot use ~SPS::Counter~
~
to dynamically set folder names.
Rename schema
- select this check box if you want to rename routed documents. In order to do this
enter the schema for the output file name in the field next to this check box. You can use one or several
available RRTs
to dynamically set the value of the schema.
If this check box is not selected, the routed file will keep its original name.
If this check box is selected and the rename schema is not specified, then at runtime the default schema
will be used: ~SPS::FileName~_~SPS::Counter~~SPS::FileExt~
. For example, if the input file name is
File.tif, the renamed file will be File_1.tif.
Check in comment
- this field is enabled only if Check in
option is selected. Enter a comment to the
document that you are checking in. You can use one or several available RRTs
in this field.
Note:
You cannot use ~SPS::Counter~
to create check in comment.
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Check in
- if you select this check box, the file will be checked in on the server. This means that the file
will be available to other users for editing and check-out, if they have appropriate permissions.
Overwrite
- if you select this check box, a routed document replaces the existing document with the
same name in the specified path as a new version. In other words, the version of a routed document will
be increased by 1.0 in comparison with the version of the existing document that have the same name.
However, if a document with the same name does not exist in the specified path, the version of the new
routed document will be set to 1.0. If this option is not selected and the file already exists in the
specified library, the routed document will be rejected.
Note:
•
If you send a document to a document library where the Require check out
option in the
Document Library Versioning settings is set to No
and the last version of the file on
server is checked in, the component may create more than one new document versions.
Such behavior is related to the Share Point 2007 server that creates a new version when
performing each operation: saving file, assigning fields, assigning permissions, and so on.
•
Creation of a new version is possible only if this functionality is set for the specified
document library. Otherwise, the routed document will simply replace the existing
document of the same name.
Permissions
- click this button to set the permissions, i.e. access rights that users or groups will have.
The Permissions Settings
dialog box will open.
Content type
- specify the content type of the document manually or select it from the drop down list. A
content type describes the set of properties of the document and its behavior. The content types are
defined on the SharePoint 2007 Server at the site level and can be applied to document libraries or lists
configured to manage them. You can use RRT
in this combo box.
Note:
You can set up the content type in two ways:
1.
Specify the content type in the Content type
combo box.
2.
Leave the Content type
combo box blank and specify the value of the Content Type
field
in the Fields
list.
If you do not specify the content type and the specified document library is configured to use
content types, the document will have the default Document
t
content type.
Fields
group allows assigning properties or fields to the routed document.
Add
- click this button to add a new field to the fields list. The Add Field
dialog box will open.
Edit
- click this button to edit properties of the selected field from the list. The Edit Field
dialog box will
open.
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Remove
- select one or several fields and click this button to remove the selected field(s) from the list.
Note:
Each document library has its own specific set of fields. If this document library requires a set
t
of mandatory fields, these fields will be assigned to the document anyway. If you don't specify
the values of mandatory fields, they will be set to default values specific to the document
library.
The component verifies the correctness of the specified fields at the configuration stage. If you
specify an incorrect field, the component displays the sign before the field name. If you
specify the document content type in the Content type
combo box, the component will check
if the fields configured in the Fields
list belong to the specified content type .When the Content
type
combo box is blank, the component checks if the configured properties belong to the list
of all possible fields of the document library.
If the component cannot verify the correctness of a field name, e.g. if the Content type
,
Document library
, Server address
or Site
value contains an RRT
, the sign is displayed
before the field name.
Select Folder
This dialog box displays the folders of the selected document library as a tree. Select the folder where
routed documents will be stored and click OK
.
Permissions Settings
In this dialog you can indicate users or groups that can access routed document. The dialog window
displays the current list of permissions given to users or user groups. Type
column displays one of two
alternatives: User or Group. User Name
column displays the name of a corresponding user or group.
Permissions
column displays access right the corresponding user or group has.
Inherit permissions from its parent folder or library
- if this check box is selected, the document will
inherit permissions from its parent folder or library. In this case, the buttons on the right side of this
dialog are disabled. If this check box is not selected, the buttons are enabled.
Add
- click this button to add a new permission to the permissions list. The Add Permission
dialog will
open.
Edit
- click this button to edit the properties of the selected permission. The Edit Permission
dialog will
open.
Delete
- select one or several permissions and click this button to remove the selected permission(s)
from the list.
Restore
- click this button to return to the previous list of permissions.
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Add/Edit Permission
In this dialog you can add a new permission to the permissions list or edit the properties of the selected
permission.
Type
- select the type of entity to which you want to grant a permission: User or Group.
Name
- enter the name of the user or the group that will have the permission.
Note:
If you choose the User
r
type, you can enter the user name in one of the following forms:
•
Login name , e.g. mydomaincom\johns
or johns
•
Display name, e.g. John Smith
•
E-mail, e.g. johns@mydomain.com
and click the
button next to this field to make the component attempt to validate the
specified user. The component searches the user in the SharePoint2007 users list, and if the
user is not found, searches it in the domain users list. If the validation is successful, the user
name is displayed in the Name
field in the form of display name. If the validation fails, the
following message appears in the lower part of the dialog: "User name could not be resolved".
If you choose the Group
type, you can enter the group name manually or select using the
button next to this field. This button opens the Select Name
e
dialog.
Permissions - enter a permission to the corresponding user or group either manually or select from
the drop-down list.
Notes
- enter a comment to the permission. If you choose the Group
type, this field contains the
description of the selected group.
Note:
If you select the Impersonate
e
option, then the functionality of this dialog (displaying drop-down
list of permissions and user validation) works under the impersonator account.
Select Name
In this dialog you can select the group which will have the permission.
Name
- enter name manually or select from the drop-down list of the SharePoint groups.
Note:
If you select the Impersonate
e
option, then the drop-down list displays only the groups available
for the impersonator.
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Add/Edit Field
In this dialog you can add a new field to the fields list or edit the properties of the selected field. Each
document library has its own specific set of fields. You may add any field from this set. If this folder
requires a set of mandatory fields, these fields will be assigned to the document anyway. If the user
does not specify the values of mandatory fields, they will be set to the default values specific to the
folder.
Name
- enter the field name either manually or select it from the drop-down list of the fields specific to
the document library. The names of the mandatory fields are marked off with '*'.
Note:
You can enter any custom field name, but if the entered name is not specific to this document
library, the document will not be routed and an error message will appear.
The components supports only the following types of fields:
•
Single line of text
•
Choice
•
Number
•
Currency
•
Date and Time
•
Yes/No
•
Person/Group
•
Hyperlink
Value
- enter field value either manually or select it from the drop-down list of the values specific to this
field.
Note:
If the specified field points to a user, you can enter the value of this field in one of the following
forms:
•
Login name , e.g. mydomaincom\johns
or johns
•
Display name, e.g. John Smith
•
E-mail, e.g. johns@mydomain.com
If the specified field points to a date, you can enter the value of this field in one of the server
locale supported date formats, e.g. 06-20-2007
or Jun, 20, 2007
.
If the specified field points to a hyperlink, you can enter the value of this field in one of the
following forms:
•
<http://somelink>
or <https://somelink>
•
[http://somelink]
or [https://somelink]
•
http://somelink
or https://somelink
You can use one or several available RRTs
to create field values.
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