File Analysis Suite 3.8.2 Connect Help Center

# Content Manager integration

If you will be creating repositories 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

Processing of Content Manager data requires the Content Manager ServiceAPI component. You must fully install and configure the 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 File Analysis Suite agents that will be connecting to it.

For the Content Manager version supported, see the supported data resources under the Agent installation.

## Create a Content Manager user account

For File Analysis Suite 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 File Analysis Suite and Content Manager implementations.

To create a user account for use by the processing agent

1. Create an active directory user account to be used as the "File Analysis Suite Agent Worker” account.

   This account must be in the same domain (or a trusted domain) as Content Manager.

   - For the user account password, set the options that the password does not expire and that the user cannot change the password.

2. In Content Manager, create a CM Person Location (“File Analysis Suite Agent Worker”).

   - On the profile tab, configure this Person Location to “Accept logins for this user using credentials:” for the created active directory user.

   - Set the User Type for this Person Location to “Records Manager”

   For greater security, the specific permissions for this user account may be reduced from the default, but must include the following:

   Record update permissions
   Create records Modify records Delete records Make requests Document update | Document delete Set Container (required for send to target) Extract document (if connecting to Content Manager 10.0.4) Extract Sensitive Documents (if connecting to Content Manager 10.0.4) Can View Hold Properties (if connecting to Content Manager 10.0.4)
   Control file update permissions
   Holds administrator Add/remove record holds | Can view active audit events
   Location usage permissions
   Can be record home Can be record owner Can be record assignee Can be record contact | Can be record requestor Can be action/activity assignee Can be assigned to an access control Can be record editor
   Miscellaneous
   Bypass all access controls NOTE: When you set this permission, only the permissions explicitly set here are granted to the user. No other permissions are inherited as a result of being in any other group (additional permissions are therefore "bypassed").

## 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 File Analysis Suite 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).

To allow holds to be placed on records within Content Manager containers

1. Log on to Content Manager as a user with permission to update system options.

2. Click the ADMINISTRATION tab.

   The ADMINISTRATION page opens.

3. In the Options section of the ADMINISTRATION ribbon, click System.

   The System Options dialog opens.

4. In the left panel, click Miscellaneous.

5. If not already selected (check mark is not present), click to the left of Allow a hold to be placed on a record that is within a container to select this option (a check mark displays).

6. Click OK.

   The changes are saved and the System Options dialog closes.

## Enable hold tracking

File Analysis Suite honors holds on managed Content Manager records. For Content Manager holds deleted in Content Manager, File Analysis Suite 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.

To enable hold tracking in Content Manager

1. Log on to Content Manager as a user with permission to update audit options.

2. Click the ADMINISTRATION tab.

   The Administration page opens.

3. In the Options section of the ADMINISTRATION ribbon, click Audit.

   The Audit Options dialog opens to the General tab.

4. Click the Active Audit Events tab.

5. If not already selected (check mark is not present), click to the left of Hold to select this option (a check mark displays).

6. Click OK.

   The changes are saved and the Audit Options dialog closes.

## Enable delete tracking

File Analysis Suite 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 File Analysis Suite and enable a specific audit option.

To enable delete tracking

1. Open the Content Manager Desktop application.

   1. Click the MANAGE tab.

      The MANAGE page opens.

   2. In the Records section of the MANAGE ribbon, click Record Types.

      The list of record types displays.

   3. For each record type that is being processed,

      1. Right-click the record type, and then click Properties.

         The record type properties dialog opens.

      2. Click the Audit tab.

         The list of audit event types displays.

      3. In the list of audit event types, select the Deleted option.

         A check mark displays next to Record Deleted.

      4. Click OK.

         The changes are saved and the properties dialog closes.

   4. Close the Content Manager Desktop application.

2. Open the Content Manager administrator application.

   1. Click the ADMINISTRATION tab.

      The ADMINISTRATION page opens.

   2. In the Options section of the ADMINISTRATION ribbon, click Audit.

      The Audit Options dialog opens to the General tab.

   3. On the General tab, select the Deleting an item checkbox.

   4. Click OK.

      The changes are saved and the Audit Options dialog closes.

   5. Close the Content Manager administration application.

## Create an origin object in Content Manager

An origin object must exist in Content Manager for each Content Manager target defined in File Analysis Suite. 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.

To increase the Content Manager upload size

1. Log on to the machine hosting the Content Manager application.

2. With a text editing tool, open `<ContentManagerInstallDirectory>\Service_API\web.config`,

   where `<ContentManagerInstallDirectory>` is the location where the agent was installed (such as `C:\Program Files\Micro Focus\Content Manager`).

   Make a backup copy of this file.

3. Under the root `<system.web>` configuration, add the `maxRequestLength` attribute to the `<httpRunTime>` configuration and set the value to the desired file size, in kilobytes.

       <httpRuntime maxRequestLength="<fileSize_inKilobytes>" executionTimeout="1200"
       requestValidationType="HP.HPTRIM.Services.Common.RequestValidator" />

   where `<fileSize_inKilobytes>` is the desired maximum file size, in kilobytes, allowed to be uploaded to Content Manager.

   Example after update: set the maximum file size to 15 MB, which is 15360 kilobytes

       <system.web>

         <httpRuntime maxRequestLength="15360" executionTimeout="3600"
         requestValidationType="HP.HPTRIM.Services.Common.RequestValidator" />

       ...

4. Under the root `<system.webserver>` configuration, add the following configuration section.

       <security>
         <requestFiltering>
           <requestLimits maxAllowedContentLength="<fileSize_inBytes>" />
         </requestFiltering>
       </security>

   where `<fileSize_inBytes>` is the desired maximum file size, in bytes, to allow to be uploaded to Content Manager.

   IMPORTANT: `maxAllowedContentLength` is measured in bytes, and must be equivalent to the value set for `maxRequestLength`.

   Example after update: set the maximum file size to 15 MB, which is 15728640 bytes.

       <system.webserver>

         <security>
           <requestFiltering>
             <requestLimits maxAllowedContentLength="15728640" />
           </requestFiltering>
         </security>

       ...

5. Save the file.

6. Repeat on any additional Content Manager application hosts.

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Version 3.8.2 | Last updated January 2023
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Product: File Analysis Suite 3.8.2

Topic Title: Content Manager integration

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