Content Manager integration

If you will be creating datasets that process data in Content Manager or creating targets that send data to Content Manager, you must complete additional tasks to enable this processing. Review the Content Manager requirements and complete the integration tasks.

Content Manager requirements

Prior to processing data from Content Manager, you must have the following in place.

  • Supported version of Content Manager fully installed and functioning. For the version supported, see the supported data resources under the Agent installation.

  • You must fully install and configure the Content Manager ServiceAPI component, following the Content Manager installation instructions.

    The ServiceAPI website must be configured for SSL. The processing agent connects to the ServiceAPI using basic authentication. To ensure security of the username and password, TLS communication is required. You need to configure SSL for the Content Manager sites in IIS Manager, following the typical Windows model.

    NOTE: By default, the Content Manager ServiceAPI may have been configured to use only Windows authentication. Ensure that the ServiceAPI is configured to use basic authentication and is secured using TLS.

    The certificate presented by the Content Manager ServiceAPI must be fully trustable by the Fusion agents that will be connecting to it.

  • Fusion does not support VMBX files. All VMBX files must be converted to EML or MSG prior to starting any processing by Fusion.

  • Create a Content Manager user account.

  • Allow holds within Content Manager containers.

  • Enable hold tracking.

  • Enable delete tracking.

  • Create an origin object in Content Manager.

  • Increase the upload size (optional).

  • Configure dataset rescanning (optional)

Create a Content Manager user account

For Fusion to process Content Manager records or to send data to Content Manager, you must create a user account in Content Manager with the necessary permissions. You will enter the credentials for this account when you create Content Manager sources and Content Manager targets.

TIP: If accessing multiple Content Manager origin objects, you may need to create multiple Content Manager user accounts. Additionally, creating separate accounts for use by sources and targets may allow for greater flexibility.

The permissions in the following procedure are recommendations and may vary from what is required for your Fusion and Content Manager implementations.

Allow holds within Content Manager containers

In Content Manager, a container is a folder in which records exist. By default, individual records within Content Manager containers cannot be placed on hold.

The hold in Fusion is placed on the Content Manager record itself. If that record is a compressed file, the compressed file is placed on hold, not the individual items within the compressed record file (such as a ZIP or PST).

Enable hold tracking

Fusion honors holds on managed Content Manager records. For Content Manager holds deleted in Content Manager, Fusion reports an error when you attempt to add a document to that hold or if you attempt to release a document from that hold. This error displays on the Agent Activity page in Connect. To include the Content Manager user that deleted the Content Manager hold, you must enable the Content Manager audit option that allows hold tracking.

Enable delete tracking

Fusion needs to be aware when records are deleted in Content Manager. To do this, you must enable a specific event type in Content Manager for each record type processed by Fusion and enable a specific audit option.

Create an origin object in Content Manager

An origin object must exist in Content Manager for each Content Manager target defined in Fusion. You can create separate destinations for a single Content Manager target to define multiple locations within a single Content Manager resource. You will need the origin object ID when creating a Content Manager target.

In Content Manager, create an origin of the "generic" type. Follow the normal guidelines for creating the origin. For more information, see "Origins" in the Content Manager Help.

Increase the upload size (optional)

To accommodate sending large files to Content Manager, you can increase the upload size restrictions in the Content Manager web configuration file at the root of the website. The default upload size is 4 MB (4194304 bytes or 4096 kilobytes).

If you have multiple Content Manager application hosts, this must be performed on each host.

CAUTION: In addition to the desired file size, consider the available memory, available hard disk space, processor speed, and current network traffic when defining the maximum upload size.

Configure dataset rescanning (optional)

When a rescan (update) is triggered for a Content Manager repository, Fusion ignores metadata changes when determining if a file has changed. This lets you rescan a repository that previously completed with errors to identify changes to a file itself. If you prefer to scan and process metadata changes in addition to Content Manager file changes, you must update the configuration to disable the option to ignore metadata changes.

CAUTION: If you disable the new option and include metadata changes, the amount of time to rescan a repository that previously completed with errors can significantly increase.