WorkSite Connector: Adding a New Connection

Owned by Mateusz Lorc
Last updated: Jan 31, 2020
3 min read

Connection Name Page


 

Setting NameDescription
Display NameThe name of the connection.

Connection Settings Page

Setting Name
Description
ServerThe database server.
PortDefault 1433. Use 0 if named instance.
DatabaseThe name of the WorkSite database.
Use integrated securityYes/No.
User NameIf integrated security a Active Directory user with read to the WorkSite database. If not integrated security a SQL Authentication User with read access to the WorkSite database.
PasswordThe password of index user.
Connection timeout (in seconds)Advanced options. Default 15.
Command timeout (in seconds)Advanced options. Default 30.
Database SchemaThe schema of the WorkSite database. Usually dbo.

WorkSite Settings Page

 

Setting NameDescription
Send Date column name

Name of the custom column in DOCMASTER table that stores date when email was sent.

CUSTOM22, CUSTOM23 and CUSTOM24 are custom date columns most often used for storing email sent and received date.

Type ENTRYWHEN if no custom date column is specified

Received Date column name

Name of the custom column in DOCMASTER table that stores date when email was received.

CUSTOM22, CUSTOM23 and CUSTOM24 are custom date columns most often used for storing email sent and received date.

Type ENTRYWHEN if no custom date column is specified

WorkSite Document Opening Settings Page

 

Setting NameDescription
Opening option

WorkSite connector provides two options for opening search hits in source system. NRL file is older option that requires DocumentHandler to be installed. Second option, IWL protocol is option that does not require DocumentHandler but it is available only if WorkSite client 8.5 version or greater is being used.

Type NRL file or iwl to use IWL protocol. If provided any different value connector will use NRL file as default.

DMS ServerThe name of Document Management System server.
DMS DatabaseThe name of Document Management System database
NrtdmsDefault 0.

WorkSite DMS Page

 

Setting NameDescription
UsernameAn Active Directory user with read to the WorkSite DMS.
PasswordThe password of the Active Directory user
DomainThe domain of the Active Directory user
UNC PathThe UNC Path of the WorkSite DMS.

File Type Page

Setting Name
Description
File Type to index

Select file types Only the most common file types are included by default.

The file extension to index. The options are:

  • Index all file types (default)
    • This one will by default index ALL files, regardless of the file format
    • For file types associated with the built-in DocFilter content filter, all text content available will be indexed
    • For other file types, only available metadata (like file name and path) will be indexed
  • Index selected file types only
    • Will only index the file types listed in the dialog
  • Exclude selected file types
    • Will index everything - except the file types defined in the list

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