Configure Universal Document Control
Universal Document Control provides PIM users with access to project files stored on shared network drives outside of the PIM Document Management System.
- Search for documents stored on shared network drives via the Documents tab on mapped projects.
- Open and edit network documents from the source location from within PIM.
- Easily publish external documents to the PIM Document Management System.
Using the Universal Document Control Service Manager application, you add the network folders that you want to make available to PIM. You then map those network folders to specific projects via the PIM Administration Zone.
After you have mapped your projects to network folders, the UDC server component indexes all unmanaged documents in the mapped folders, and provides the data to the PIM server to include in the PIM document index. Unmanaged documents are indexed in the same way as when you publish documents to PIM - this includes the title, metadata, and the content of files.
Once the PIM document index has been updated, users can access the documents via the Documents tab in the mapped projects. Note that unmanaged documents cannot be searched for in the Information Zone.
- Related Topics:
- Manage Unmanaged Document Sources
In order to map specific network folders to projects, you must first add the parent network folder as an unmanaged document source. - Manage Access to Unmanaged Documents
To grant access to unmanaged documents, you link one or more DMS security definitions. Each security definition is linked to a single role - this can be a contact role, system role, or a user role. - Map Network Folders to Projects
As a PIM administrator, you manage network folder mappings via the PIM Administration Zone.