Wednesday, 14 August 2013

Manage document center or record center connection in SharePoint 2013

Manage document center or record center connection in SharePoint 2013



We can specify the connection path to send the documents to document center or records center. Record center is site that designed to manage the records. Connection in the web application will have document center or record center.
To create a connection we must have to create document center or record center. To create a connection, Navigate to General Application Settings in SharePoint Central Administration, select Configure Send to Connection link.
In Configure Send to Connections page, select the web application that to host the site collection from documents will send in Web application field drop down
Select Allow sites to send to connections outside their tenancy if we want to send the content from one tenant to other tenant in the farm.
Select New Connection in Send To Connection list.
Enter the name of the connection in Display name filed.
Enter the URL to the content Organizer to the destination site in Send to URL filed, Enter the URL and Click On click here to test to confirm the entered URL is correct or not.
(We can see this URL in Site Settings -> Site Administration -> Content Organizer Settings -> Submission Points as shown below).
Select Allow manual submission from Send To menu, to display the connection in the list appears in when users clicks on Send To. In Send To action list we have three options, Copy, Move, and Move and Leave a Link. Select Copy option to create document copy and send it to destination repository. Select Move option to Delete the document from current location and move it to the destination. By selecting this option we will not see document in original location. By selecting Move and Leave a Link option, document will be moved to destination location and it will leave the current location link to access the document.
To add the Information in the audit log when we are sending the documents using current connection we have to enter description in Explanation box. Click on Add Connection to create new connection and Click OK button after configuring the connections.
To delete or modify the connection, Navigate to Configure Send To Connections page and select the web application that having the connection, select the connection in Send To Connections list. Change the field that to update and click on Update Connection to modify the connection OR Click on Remove Connection to delete the connection. Click On OK button.

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