Configuration Guide. SharePoint App for Documentum (SPA4D) Informed Consulting Publication date Version 1.2 Project name SPA4D

Transcription

1 Configuration Guide SharePoint App for Documentum (SPA4D) Author Informed Consulting Publication date Status Final Version 1.2 Project name SPA4D

2 Legal Notice Copyright 2014 Informed Consulting B.V. All Rights Reserved. Informed Consulting believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. The information in this publication is provided as is. Informed Consulting makes no representations or warranties of any kind with respect to the information in this publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose. Use, copying, and distribution of any Informed Consulting software described in this publication requires an applicable software license. For the most up-to-date listing of Informed Consulting product names, see Informed Consulting Trademarks on InformedConsulting.com. All other trademarks used herein are the property of their respective owners. Informed Consulting Version 1.0 / Final Page 1 van 22

3 Table of Contents 1 Introduction More information Contact SPA4D Installation Cloud installation Trust spa4d.azurewebsites.net Internet Explorer Safari On Premise installation General configuration Accessing the Admin panel SPA4D Admin panel settings Seamless editing library Seamless editing support App part configuration Browse App Part Inbox App Part Search App Part List configuration SPA4D-Settings Basic Settings Advanced Settings SPA4D-Columns SPA4D-Properties SPA4D-Menu SPA4D Dictionary SPA4D Search Criteria SPA4D-SearchColumns Other lists Adding App parts Adding an app part to your SharePoint site Informed Consulting Version 1.0 / Final Page 2 van 22

4 1 Introduction SPA4D is an App that connects SharePoint with a Documentum repository. Many large corporations use EMC Documentum as their central formal document repository, support for structured processes and records management system. An increasing number of companies use SharePoint as platform for informal collaboration and document processing. SPA4D connects the informal collaboration offered by SharePoint with the formal processes and document control of Documentum. It exposes the documents that live in Documentum inside the SharePoint user interface and empowers users to collaborate on those documents just as they would with any other documents in SharePoint. SPA4D offers the following App parts: Browse - browse through Documentum folders and documents Search - find Documentum documents in many different ways Inbox - work with your Documentum task list This manual describes the installation and configuration options for SPA4D. 1.1 More information If you can t find what you are looking for in this Configuration Guide, you can find more information on the SPA4D support website: The support site offers free access to: SPA4D User Guide SPA4D Frequently Asked Questions SPA4D Video Tutorials 1.2 Contact If you have questions, or would like assistance with the installation and configuration of SPA4D, you can contact us at support@informedconsulting.com. Informed Consulting Version 1.0 / Final Page 3 van 22

5 2 SPA4D Installation The SPA4D App can work in a cloud environment, or on premise. Installation is slightly different for each environment and will be discussed separately below. 2.1 Cloud installation If you use Office365, or SharePoint Online, you can install the SPA4D App from the Office App Store. This is done as follows: 1. Log in to SharePoint as Site Collection Administrator 2. Go to the Site Contents 3. Click Add an App 4. Go to the SharePoint Store 5. Search for SPA4D and click BUY IT, or TRY IT 6. Log in with your Microsoft Marketplace account and confirm that you wish to buy or try the app 7. Trust the App and it will be added to your site collection 8. Next steps: Trust spa4d.azurewebsite.net and General configuration Informed Consulting Version 1.0 / Final Page 4 van 22

6 2.2 Trust spa4d.azurewebsites.net If you are going to use the cloud version of SPA4D with Internet Explorer or Safari, a browser setting must be added for each user. The domain must be added to the trusted sites list. How this is done, depends on the browser that is used Internet Explorer 1. Open the browser and go to the Internet options 2. Go to the Security tab 3. Select Trusted Sites and click the Sites button a Informed Consulting Version 1.0 / Final Page 5 van 22

7 4. Type the address and click Add 5. Close the dialog boxes and you re done Safari Apple Safari on the Windows platform requires the product URL to be trusted through these steps: 1. Open Safari. 2. Access 3. Click the lock button at the end of the address field. The certificate window will appear. 4. Click the button Install Certificate. The Certificate Import Wizard Appears. 5. From the Import Wizard, Click the Next Button to advance to the next page. 6. On the Certificate Store Page, select the Automatically Choose radio button (first option). 7. Click the next button. 8. Click the finish button to accept the certificate. 9. A confirmation box will appear; click OK to close the box. NOTE: SPA4D supports Safari on OSX and Windows. Mobile devices are not yet fully supported. Informed Consulting Version 1.0 / Final Page 6 van 22

8 2.3 On Premise installation The process for On Premise installation is meant to install SPA4D in a SharePoint environment that is not freely available through the internet, but runs inside a company network and is managed by the company IT department. There are several ways to install SPA4D in an on premise SharePoint system: 1. If SharePoint is connected to the internet, you can buy and download the App from the SharePoint store. If you do, the App will run in InformedConsulting s Azure environment. 2. SPA4D can also run inside you company network: a. We will send you the App, to install inside your own network on an IIS webserver b. We will also send you an.app file to add to your SharePoint system. This will expose the SPA4D App in your local SharePoint Store. You can add the App to a site collection from this local SharePoint Store. The process is similar to the installation from the Microsoft Office App Store described above. c. Finally we will send you a license key that needs to be installed in the site collection to enable the SPA4D App. We will be happy to assist you with the installation and configuration of SPA4D in your environment. At InformedConsulting we have years of experience with implementation of SharePoint, Documentum and integrating those two. Contact us for more information: info@informedconsulting.com. Informed Consulting Version 1.0 / Final Page 7 van 22

9 3 General configuration Before SPA4D can work properly, some general configuration needs to be performed, mainly to connect to your Documentum environment properly. The general configuration can be done within the SPA4D Admin Panel. 3.1 Accessing the Admin panel The Admin panel can be accessed as follows: 1. Log in to SharePoint as Site Collection Administrator (Regular users have no access to the SPA4D Admin Panel) 2. Go to the Site Contents 3. You should see the SPA4D App with the other Lists, Libraries and Apps 4. Click the SPA4D App icon to go to the Admin panel Access the SPA4D Admin panel Informed Consulting Version 1.0 / Final Page 8 van 22

10 Part of the SPA4D Admin panel 3.2 SPA4D Admin panel settings Key DFS Url Global repository Date notation Time zone Theme Upload your own theme Standard Rendition Comments The URL to the DFS web service of your Documentum environment. (example At the bottom of the Admin panel is a section that you can use to test this DFS connection. The name of the Documentum global repository You can choose one of the possible date formats. SPA4D will display all dates in this notation Please choose the time zone to use for SPA4D Choose the visual theme you want to apply for the SPA4D app parts. The selected theme will be applied after you save the settings. You can use this to upload your own theme. This theme will be added to the theme dropdown after your upload. See the explanation below for more details You can specify a file format that will be preferred over all others when you open a document in SPA4D. This setting works best when your Documentum environment uses Content Transformation Services to automatically generate renditions for documents. For instance when you select Acrobat PDF for this setting, SPA4D will always open the PDF version of a document, if available. With the setting Primary Rendition this functionality will be disabled Informed Consulting Version 1.0 / Final Page 9 van 22

11 and the primary file for the document will always be opened. Date NOTE: after you ve visited the Admin panel for the first time and set the initial configuration, SPA4D will create a number of lists and configuration items in the SharePoint site collection. This is only done once and will take a minute. After these configuration items are created, you can start using SPA4D. 3.3 Custom CSS Theme SPA4D comes with several visual themes to adjust the way the App Parts look to fit with your SharePoint style. If the standard themes are not enough, you can upload your own theme. Any theme that complies with the jquery UI ThemeRoller standard can be used. At you can visually create your own theme. When you download the theme, you can download for jquery UI version ; you do not have to specify a CSS scope; After downloading, extract the jquery-ui.theme.min.css from the ZIP-file and rename it to <your-theme-name>.css This is the file that you can upload into the SPA4D Admin Panel Using icons in a custom theme If you define your own custom theme, you need to be aware that your theme can only use a number of specific colors for icons. Due to the way ThemeRoller works, an icon file needs to be present that includes the color code in its filename. SPA4D currently support the following icon colors for custom themes: #Hex Color code 4B8E0B 4CA300 2E83FF 6DA8D5 217BC0 228EF1 469BDD A83300 CD0A0A BBBBBB CCCCCC D8E7F3 EDEDED E8E2B5 E9CD86 FF7519 EF8C08 F9BD01 FFCF29 FFD27A F2EC64 EFEC9F F9F2BD FFFFFF Icon examples Informed Consulting Version 1.0 / Final Page 10 van 22

12 3.3.2 Custom images and icons Currently SPA4D only support uploading a custom CSS file. If you need to include custom icons, or images, please contact SPA4D support for assistance. 3.4 Seamless editing library SPA4D offers Seamless Editing to users so that they can use all the SharePoint sharing and collaboration features when they edit a document. When a user selects Edit for a document, SPA4D stores the document s content file, temporarily, in a hidden SharePoint library. This library is configured so that documents are only accessible by the user who checked the document out and any users he explicitly shares the document with. The SPA4DEditingLibrary is created by SPA4D after you ve made the initial configuration in the Admin Panel. The library inherits permissions from the site collection. In most cases, these permissions are not suitable and need to be changed by a Site Collection Administrator. Because the library is hidden the url needs to be constructed by hand: <host-name>/sites/<site_collection_name>/spa4deditinglibrary/forms/allitems.aspx The steps to set permissions are: 1. Go to the library URL and on the Library Tab in the ribbon, click Library Settings 2. Under Permissions and Management, click Permissions for this document library 3. In the Ribbon click Stop inheriting permissions 4. In the Ribbon click Grant permissions to add permissions 5. A valid option is to add All Users (membership) with Edit permissions to enable all users in your site collection to use Seamless Editing Seamless editing support SPA4D Seamless Editing is best support in environments that include Office Web Apps (also known as Office Online). Office Web Apps are included in most, but not all Office365 subscriptions. For on-premise SharePoint2013 environments you need to install a WOPI server to enable the Office Web Apps. With the Office Web Apps, when a SPA4D user chooses Edit for a document, it will be copied over to the SharePoint editing library and opened in the appropriate online Office application, making the editing process truly seamless. If your environment does not include Office Web apps, then different browsers will support the editing process differently: In Internet Explorer the editing will still be seamless, but now the files will be opened in the appropriate application installed on the user s device. In other browsers, the file to be edited will be copied over to the SharePoint Editing library, after which the browser will treat the file like any other file downloaded from the internet. When you open and edit this file, the changes will be stored locally, not in SharePoint. Once you are finished editing the file you can check it in by browsing to the file in the downloads folder manually. Informed Consulting Version 1.0 / Final Page 11 van 22

13 4 App part configuration All App parts can be configured separately. This is done by editing the App part. 1. In SharePoint, Edit the page that your SPA4D App part is on 2. On the upper left corner of the App part, open the menu and select Edit Web Part When you are in edit mode the App part will show a configuration page instead of the regular App content. Each type of App part has its own settings. The settings will be saved per individual App part. 4.1 Browse App Part If you edit the Browse App part the settings you make here are specific for this instance of the App part. You can set the following configurations: Key Query or Folderpath Query or Folderpath Value Enable ServerSide paging Readonly Properties Comments Choose if you want to populate the App part with the results of a DQL query or a starting folder. Specify the value. If you ve chosen DQL Query in the first option, please specify a DQL query, else specify a folder path starting with the /, for example /Documents When you want to display a large number of documents in your app part it can become very slow, because thousands or results will be retrieved from the server. When you enable server side paging, results will only be retrieved one page at a time. This will greatly decrease the load time for the first page, at the cost of a bit of loading time when changing pages. Note: Server Side Paging is only available when you ve selected a DQL query, not when you configure a folder path. Also note: filtering using dropdowns is not available when Server Side paging is enabled You can specify whether you want the properties screen to be read only or not. If you check this option, all Properties screens for documents in this App part will become read-only. The user s actual permissions on the documents will be ignored. If this checkbox is not checked, users will able to edit the properties for documents that they have VERSION or higher permission for in Documentum. Informed Consulting Version 1.0 / Final Page 12 van 22

14 Default number of rows Use user credentials Column template Limit Document types Document Types Here you can specify how many rows you want to display when the grid initially loads. If you check this box the user will be asked for his Documentum credentials (only once). These credentials will then be used to connect to Documentum. If you uncheck this box, you will be asked to provide credentials for a general user that will then be used to authenticate against Documentum. A good way to use this option, is to enable easy readonly access to documents in Documentum to a group of SharePoint viewers. Select which column template you want to use for this App part. This will determine which columns are displayed. If you want to add a column template please refer to chapter 6.2 If you enable this option, you can limit the document types a user can use to create or upload a new document. Note: this option is only available when you ve chosen Folder path in the first option. Here you can choose which document types are available for the user. Move document types to the right if you want them to be available, move them to the left if you don t want them to be available Note: Only available when you ve enabled the Limit Document types function. 4.2 Inbox App Part Key Default number of rows Column template Comments Here you can specify how many rows you want to display when the grid initially loads. Select which column template you want to use for this App part. This will determine which columns are displayed. If you want to add a column template please refer to chapter Search App Part Key Search scopes Comments Here you can change your search scopes. You can add, change or delete a search scope. When adding or changing a search scope you have to fill in the following fields: - Search Scope: The (internal) name of the search scope - Display Name: The name how it will be displayed to the user - Repository: The Documentum repository against which the Informed Consulting Version 1.0 / Final Page 13 van 22

15 Read Only properties search will run - Object Type: The type of Documentum objects that will be searched for - All Versions: Check this checkbox if you want to display all versions of a document. If unchecked it will only show the CURRENT version of documents. - Use user credentials: check this if you want to run the search with the credentials of the logged in user (thus only display results that the user has access to). Uncheck if you want to enter generic credentials that will be used to run the search with. You can specify whether you want the properties screen to be read only or not. If you check this option, all Properties screens for documents in this App part will become read-only. The user s actual permissions on the documents will be ignored. If this checkbox is not checked, users will able to edit the properties for documents that they have VERSION or higher permission for in Documentum. Informed Consulting Version 1.0 / Final Page 14 van 22

16 5 List configuration The App part configuration screens will store their settings in SharePoint configuration lists. The configuration screens function as a user interface to easily manage most of the configuration settings. Some more advanced settings are not present in the configuration screens. They can be set by going directly to the SharePoint configuration lists. This is done in SharePoint lists at the level of the Site Collection where the SPA4D App is installed. 5.1 SPA4D-Settings Basic Settings These settings are all done by going to the Admin panel or by editing the App parts. Please try to not change any of these settings manually. Only change them if instructed to do so. Key App part Comments Repository SiteSettings Global repository that is used to create the super user account ticket dfsurl SiteSettings The DFS url, including the /services datetimetimezone SiteSettings The time zone that your users are in timenotationdatetimepicker SiteSettings The format in which the time will be displayed datetimenotationjqgrid SiteSettings The format in which the date and time will be displayed datenotationdocumentum SiteSettings The format in which the date and time will be displayed datetimenotation SiteSettings The format in which the date and time will be displayed selectedtheme SiteSettings The theme that will be used to style your app parts SearchScopeObjectType SearchSettings Specify for each Search Scope and custom Search Scope what object type the search has to use using : and ; as separators, for example repository1:dm_document;repository2:dm_doc ument;customrep1:dm_custdoc1;customrep2: dm_custdoc2. These object types should be the highest level object types from which all other object types inherit. SearchScopeTranslations SearchSettings Translations per Search Scope separated with a :. Use ; for multiple translations, for example repository1:label1;repository2:label2. The users will see the labels instead of the internal Repository name. CustomReadOnlySearchScopes SearchSettings Add custom Search Scopes based on normal repositories with : and ; as separators, for example CustomRep1:repository;CustomRep2:repository CustomExternalSearchScopes SearchSettings Add all Search Scopes including the custom made in CustomReadOnlySearchScopes separated by ; for example Informed Consulting Version 1.0 / Final Page 15 van 22

17 repository1;repository2;customrep1;customre p2 CustomInternalSearchScopes SearchSettings Add all internal Search Scopes separated by ;. CustomUsernames SearchSettings Add users separated with ; for each search scope specified in CustomInternalSearchScopes. Use SPA4Dcurrentuser if the current user needs to login using his own ID, for example SPA4Dcurrentuser;SPA4Dcurrentuser;dmadmin; dmadmin SearchScopeNoQuerystring SearchSettings Fallback Search Scope if querystring and search scope dropdown fail SearchScopeAllVersions SearchSettings Specify all SearchS copes, separated by ; that need all versions displayed in the search results Advanced Settings All other settings have default values that will work for most customers. They can be adjusted however to fit specific needs. Key Default Value App part Comments HeaderSearch SearchSettings Placeholder for custom HTML in the header of the App part Footer SearchSettings Placeholder for custom HTML in the footer of the App part SortOnScore true SearchSettings Sort the results on the score that Documentum returns per result CriteriaObjectType SearchSettings Add property:object_type combinations to make sure the search uses the right object_type if one of these properties is picked. Separate multiple combinations using ;. For example: property1:object_typea;property2:o bject_typeb GetSearchScopeUserNa metolower false SearchSettings Enable / Disable that the username from SharePoint will be checked in the AD using only lowercase characters MaxSearchResultCount 1000 SearchSettings Specifies the max number search results that will be returned (if this value is higher than 350 you may need to change other settings too, for example dfc.properties of the DFS server) MaxResultCountDictiona ries SearchSettings Specifies the max number of dictionary items that will be returned by the query loglevel 1 SiteSettings 0 is no logging, 1 is exception Informed Consulting Version 1.0 / Final Page 16 van 22

18 logging, 2 is debug logging loglevel 1 SearchSettings 0 is no logging, 1 is exception logging, 2 is debug logging Date SPA4D-Columns When you are configuring a browse or inbox app part you can choose a column template. We ve prepopulated this list with some templates but there s a good chance you are going to want to add your own template too. Column Name Template Name Documentum Name Label Order Filter Type Is Datefield Explanation The name of the template. The internal Documentum name of the attribute that you want to display The Label as you want it to be shown in the Header of the column The place where you want to display the column where a lower number means it will be displayed more to the left. You have 3 options to choose from: - Free Input: a user can type in anything he or she wants - Calendar: A calendar will be shown helping the user to pick a date - DropDrown: A dropdown with all the possible values will be shown This checkbox states whether or not the attribute is a date(time) field. 5.3 SPA4D-Properties There are various app parts where you can view the properties of the document by using the context menu. This properties screen is highly configurable by using this list. Column Name Object Type Tab Name Tab Order Documentum Name Label Order Grid Property Explanation The Documentum object type where you want to make a property configuration for. Each object type can have its own configuration. If an object type doesn t have an own configuration it will try to see if a parent type has a configuration and use that. The attributes can be grouped in tabs. Specify the name of the tab here and make that name the same for all the attributes that you want to group under this tab. The place of the tab where a lower number means that the tab will be displayed more to the left. The internal Documentum name of the attribute that you want to display The label that will be shown to the users The order within the tab, where the attribute will be displayed. A lower number means it will be displayed more to the top. This checkbox controls if this attribute will also be displayed in the property summary in the grid itself. In the browse app part and the search app part you have the possibility to show a short summary of the properties by clicking the I icon in front of it. If you want an attribute to be shown in this summary you can check this checkbox Please note: this is a general configuration and thus will be added to all results in all app parts. Informed Consulting Version 1.0 / Final Page 17 van 22

19 Use Value Assistance Dictionary Query In Documentum some attributes are configured to use value assistance to populate dropdowns to help the user to pick a value. If you check this SPA4D will use this value assistance too in the properties screen. Sometimes only a key is stored on the object that relates to a value in another table. You probably want to display the value to the user, not the key. For example the i_folder_id stores the r_object_id of the folder where the object is in but it would be more convenient to display the folder name. Here you can choose a query that does such a lookup. You can choose from preconfigured queries that are in the SPA4D-Dictionary list (See chapter 6.5 for more details) An example based on dm_document: Object Type Tab Name Tab Ord er Property Property Label Property Order dm_document General 1 object_name Name 1 No dm_document General 1 authors Authors 2 No dm_document Dates 2 r_creation_date Creation Date dm_document Dates 2 r_modify_date Modification Date 1 No 2 No Use value assistance Dictionary Query dm_document General 1 i_folder_id Folder 3 No Folder 5.4 SPA4D-Menu SPA4D has a context (right-click) menu that can be different per app part. The configuration of this menu is done in this SharePoint list. We ve prepopulated this list which will probably fit most users but if you want to add an option or maybe remove one that can be done here. The following fields need to be filled in: Column Name App part ID Name Order Class Minimum Access Explanation For which app part the menu option is applicable A unique ID for this option. Please try to keep this name simple (no spaces or special characters) to prevent errors The display name of the menu option as it will be shown to users The order in which the menu options will be displayed The class that controls which icon will be displayed in front of the option. For available classes please refer to: (Framework icons) The minimum Documentum access that is needed to display this option. Note: This does not apply for the search, please select NONE if you want to add an extra option for the search Informed Consulting Version 1.0 / Final Page 18 van 22

20 5.5 SPA4D Dictionary Date It is possible that several fields point to items that are stored in another object and those values need to be translated before being searched or presented to the user. We call these dictionary items. The queries to the dictionary can be stored in the SPA4D Dictionary list and reused in the SPA4D CustomProperties list and the SPA4D Search Criteria list. This way calls to the Dictionary only are executed once. Column Name DictionaryName DictionaryValue DictionaryKey DictionaryQuery DictionaryRepository Explanation Unique name for the Dictionary Query The value that will be displayed The key that is used to connect the two tables The query to fetch all key/value pairs from the dictionary The repository where the dictionary resides An example: DictionaryName DictionaryValue DictionaryKey DictionaryQuery Dictionary Repository Folder name Object_name r_object_id SELECT object_name, r_object_id FROM dm_folder acme This example will retrieve the object name for a folder. The connection between the document and the folder is made on the r_object_id property. 5.6 SPA4D Search Criteria The Search App part contains a left side panel that allows the user to search on predefined search criteria. By default the user can do a full text search but each field to specifically search on has to be added to the SPA4D Search Criteria list. Search criteria are defined per search scope, so each search scope can have its own searchable criteria. The following columns should be filled: Column Name SearchScope Criteria Type Label Name Internal Name More Criteria Panel Order Dictionary Query Explanation The Search Scope for which this criterion can be searched on You have 3 options to choose from: - Free Input: a user can type in anything he or she wants - Calendar: A calendar will be shown helping the user to pick a date - Picklist: the user will be shown a popup where he can choose one or more options from a pre-populated multi picklist Note: When choosing Picklist it is required to choose a Dictionary Query to populate the picklist. The name that you want to display in the header of the column The internal Documentum name of the attribute that you want to display Whether or not you want to display the attribute in the More Search Criteria panel. It is advised to do this with less often searched attributes. The place where you want the attribute to be displayed. A lower number means it will be displayed more on top. If you have configured the attribute as a picklist this field is required. It will Informed Consulting Version 1.0 / Final Page 19 van 22

21 populate the picklist with the values from the query. Date If you have configured the field as a Free Input field you can also pick a dictionary query here. Now it will be used to make a translation so you can for example search on a folder name instead of the folder id. 5.7 SPA4D-SearchColumns The SPA4D Search App Part will display the search results on the right side of the screen. Which columns are displayed there can be configured in this list. Columns can be defined per search scope, so each search scope can have its own columns. The following columns should be filled: Column Name SearchScope LabelName InternalName FilterType Order Visible Sortable InitialSortColumn InitialSortDirection DictionaryQuery Explanation The Search Scope for which this field has to be displayed (enter the Search Scope name, not the Display Name) The label to displayed in the header of the column The internal name of the attribute in Documentum You have 3 options to choose from: - Free Input: a user can type in anything he or she wants - Calendar: A calendar will be shown helping the user to pick a date - DropDrown: A dropdown with all the possible values will be shown The order of the field in the grid. A lower number means it will be displayed more to the left. Yes or No to indicate if the field is visible by default. If set to No the field will not be visible by default but it will be available for users in the Columns section where they can configure which column they want to display. Yes or No to indicate if the field is sortable or not. Yes or No to indicate if a search result should be immediately sorted on this column. If no column is specified the results will be ordered by relevance which is recommended. Asc or Desc. If you click on a column name the results will be ordered by this column. Whether the first click is going to sort in an Ascending or Descending order can be configured here. Sometimes only a key is stored on the object that relates to a value in another table. You probably want to display that value. For example the i_folder_id stores the r_object_id of the folder where the object is in but it would be more convenient to display the folder name. Here you can choose a query that does such a lookup. You can choose from preconfigured queries that are in the SPA4D-Dictionary list (See chapter 6.5 for more details) Informed Consulting Version 1.0 / Final Page 20 van 22

22 5.8 Other lists Date There are also some other lists created when installing SPA4D. However it is not advised to change anything in these lists. List Name SPA4D-Credentials SPA4D-Eventlog SPA4D-SavedSearch SPA4D-SavedSearchColumns SPA4D-ThemeLibrary Description In this list the credentials are saved that are used by users to connect to Documentum. This is used to store log events. If something goes wrong there s a good chance an error message can be seen in this list. Used to store the saved searches that are created by users Used to store the column configuration for each user per search scope. Which columns are shown, which are hidden and in what order. The custom themes are stored in this library. Informed Consulting Version 1.0 / Final Page 21 van 22

23 6 Adding App parts The way you add app parts to a page may differ per environment. We will show an example based on an office365 environment. Please refer to your SharePoint manual if you have any other setup. 6.1 Adding an app part to your SharePoint site 1. Navigate to the page that you will be adding the App part to. 2. Click the Edit page button in the upper right corner 3. Click the Insert tab and place the cursor on the page where you want the App part to be added and click the App part button. 4. The Add App part window will appear. Select the App Part to be added and then click the Add button. Informed Consulting Version 1.0 / Final Page 22 van 22