New Manage in Place (Windows File System) document store

Manage in Place (Windows File System) document stores can be used to create a store that points to a directory in a Windows File System that contains documents that are to be ingested and managed in Content Manager. Document Stores of this type can only be associated to Origins, and cannot be allocated to any other electronic object types such as Reports or External Links. They also cannot be added to a Storage Pool, or have Tiered Storage options applied to them.

NOTE: Existing Manage in Place stores from previous version of Content Manager, say 10.1, are still supported and will continue to function, even without a root folder setting. However, any new Manage in Place stores created in the Content Manager 25.1 onwards, will require a root folder.

  1. On the Administration ribbon, click Manage in Place Adaptors.

    The Manage in Place Adaptors window appears.

  2. Right-click and click New Document Store, select Manage In Place (Windows File System) from the displayed list.

    The New Document Store dialog box appears.

  3. In the Windows File System Manage In Place tab, enter details as required:

    • Name - type the name of the document store
    • Root folder - click Browse to navigate to and select the root path directory that is linked to the Manage in Place (Windows File System) document store. Every document that is being managed must be a part of this root path, or a sub-folder of this root path.

    • Implement SEC Rule 17a-4 Compliance rules - see About SEC Rule 17a-4 Compliance rules

      NOTE: Once a store is created with this option set, it cannot be unchecked.

  4. In the Manage In Place tab, enter details as required.

    See Backup a copy to Manage In Place.

  5. Test - click to test the store link
  6. Click OK.

    Content Manager saves your new store and it appears in the Manage in Place Adaptors window.