Manage in Place Adaptors

To support the Manage In Place feature, Content Manager introduces a new concept of a Manage in Place adaptor (MiP Adaptor), allowing Content Manager to interface with external storage systems.

MiP adaptors encapsulate the information necessary, such as URL's and credentials, to allow Content Manager to access documents in an external storage system.

MiP adaptors are configured in the Content Manager desktop client by going to Administration > Manage in Place Adaptors. Content Manager supports the following Manage in Place Adaptors:

  1. Windows File System MiP - The Windows File System MiP adaptor requires a top-level root folder to be specified , and only files underneath that root folder will be eligible for MiP functionality. The Workgroup Server accesses the Windows file system using the Windows credentials of the Workgroup Server service.

  2. Microsoft 365 MiP - The Microsoft 365 MiP adaptor uses the M365 credentials configured in Content Manager Enterprise Studio (Dataset > Properties > Microsoft 365) .

  3. Amazon S3 MiP - The Amazon S3 MiP adaptors are configured with the log in credentials that the Workgroup Server will use to connect to and access the documents in AWS S3.

  4. Azure Blob Storage MiP - The Azure Blob Storage MiP adaptors are configured with the log in credentials that the Workgroup Server will use to connect to and access the documents in Azure blob storage.

  5. Google Drive Store MiP - The Google Drive Storage MiP adaptors are configured with the log in credentials that the Workgroup Server will use to connect to and access the documents in Google Drive storage.

MiP adaptors are also configured with parameters describing the default MiP scan process that should be run for records stored in the external system.

Content Manager uses the MiP scan process to create and maintain backup copies of MiP documents. Backup copies are stored in a standard Content Manager document store. The backup copy of a MiP document is used for viewing purposes if the MiP document is unavailable, due to network connectivity or other issues.

To create Manage in Place document stores, see Creating Manage in Place document stores.