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«Legal notices Legal notices For legal notices, see Last updated 11/22/2011 iii Contents ...»

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CONFIGURING THE

ADOBE® DIGITAL ENTERPRISE PLATFORM DOCUMENT SERVICES CONNECTOR FOR MICROSOFT® SHAREPOINT® 10.0

Legal notices

Legal notices

For legal notices, see http://help.adobe.com/en_US/legalnotices/index.html.

Last updated 11/22/2011

iii

Contents

Configuring the Connector for Microsoft SharePoint

Overview.............................................................................................................. 1 Configure enterprise domain users

Configure SharePoint users

Create LC Binding user

Define Impersonation user

Configure the Connector for Microsoft SharePoint

Configure policy sets and policies

Configure the SharePoint site

Set up task management

Integrate forms

Configure logging

Configure Document Services workflows on the SharePoint site

Enable search on PDF documents

Use the ConnectorForMSSharePoint service

Manage ADEP Document Services features on SharePoint sites........................................................ 10

–  –  –

Configuring the Connector for Microsoft SharePoint Overview Configuring the Adobe® Digital Enterprise Platform Document Services - Connector for Microsoft® SharePoint® 10.0

involves the following tasks:

1 Ensure that Adobe Document Services Connector's Web Part for SharePoint is installed on the SharePoint server.

2 Configure Document Services user accounts.

• “Configure enterprise domain users” on page 1.

• “Configure SharePoint users” on page 3.

• “Create LC Binding user” on page 3.

• “Define Impersonation user” on page 3.

3 Configure the Document Services installation.

• “Configure the Connector for Microsoft SharePoint” on page 4 (Optional).

• “Configure policy sets and policies” on page 4.

4 “Configure the SharePoint site” on page 4.

5 “Set up task management” on page 6 (on Microsoft SharePoint Server 2010).

6 “Integrate forms” on page 7 (on Microsoft SharePoint Server 2010).

7 “Configure logging” on page 7.

8 “Configure Document Services workflows on the SharePoint site” on page 8 (Optional).

9 “Enable search on PDF documents” on page 8.

10 “Use the ConnectorForMSSharePoint service” on page 9.

11 “Manage ADEP Document Services features on SharePoint sites” on page 10.

Configure enterprise domain users To ensure SharePoint user accounts are recognized on the Document Server, synchronize Document Services and SharePoint user accounts to the same user directory, such as an LDAP directory. Synchronizing user accounts with the user directory allows users to access the Adobe Digital Enterprise Platform Document Services - Rights Management

10.0 features on the SharePoint site. After synchronization, assign the Services User role to the SharePoint user accounts recognized on the Document Server.

Complete the following steps to configure enterprise domain users. If you configured enterprise domain users before installing the Connector for Microsoft SharePoint, only complete Step 3.

1 Log in to Document Services Administration Console and click Settings User Management Domain Management.

Last updated 11/22/2011

CONFIGURING THE ADEP DOCUMENT SERVICES - CONNECTOR FOR MICROSOFT SHAREPOINT 10.0

Configuring the Connector for Microsoft SharePoint 2 Click New Enterprise Domain and enter the domain ID and name.

The domain ID is the unique identifier for the domain. When using DB2 for your Document Services database, the maximum permitted length of the ID is100 single-byte (ASCII) characters, 50 double-byte characters, or 25 fourbyte characters. Similarly, when using MySQL for your Document Services database, use only single-byte (ASCII) characters for the ID. See “Adding enterprise domains” in Adobe Digital Enterprise Platform Document Services Administration Help.

3 To add a custom authentication provider, click Add Authentication and perform these tasks:

• In the Authentication Provider list, select Custom.

• Select MSSharePointAuthProvider and then click OK.

Note: If the MSSharePointAuthProvider service is unavailable, restart the application server. Restarting the server after installing and configuring the Connector ensures that the Document Server recognizes the MSSharePointAuthProvider service as a custom authorization provider.

4 To add an LDAP authentication provider, click Add Authentication and perform these tasks:

• In the Authentication Provider list, select LDAP.

• Click OK.

5 To add an LDAP directory, click Add Directory and perform the following tasks:

• In the Profile Name box, type a unique name, and click Next.

• Specify values for the Server, Port, SSL, Binding, and Populate page with options. If you select User for the Binding option, also specify values for the Name and Password fields.





• (Optional) Select Retrieve Base DNs to retrieve base domain names, as required.

• Click Next.

• Configure the user settings, and click Next.

• Configure group settings, and click Next For details about the settings, click User Management Help in the upper-right corner of the page.

6 Click Finish to exit the Add Directory page and then click OK again.

7 Select the created enterprise domain and click Sync Now. Depending on the number of users and groups in your LDAP network and speed of your connection, the synchronization process can take several minutes.

(Optional) To verify the status of the synchronization, click Refresh, and view the status in the CurrentSync State column.

8 Navigate to Settings User Management Users and Groups.

9 To search for users that were synchronized from LDAP and assign roles, perform the following tasks:

• Select one or more users and click Assign Role.

• Select one or more Document Services roles and click OK.

• Click OK to confirm the role assignment.

• Repeat for all users that you assign roles to.

For more information, click User Management Help in the upper-right corner of the page.

If you configure enterprise domain authorization provider using these steps, any processes invoked using the process context from Workbench uses the context of the user starting that process. See Adobe Digital Enterprise Platform Document Services - Workbench 10.0 Help for more information.

Last updated 11/22/2011

CONFIGURING THE ADEP DOCUMENT SERVICES - CONNECTOR FOR MICROSOFT SHAREPOINT 10.0

Configuring the Connector for Microsoft SharePoint Configure SharePoint users

On the SharePoint site, you can configure two types of SharePoint users:

• If you do not plan to implement Rights Management features or allow users to start Document Services processes, the user can be a local user or a user added to the user directory (Active Directory or LDAP).

• To implement Rights Management features or allow users to start Document Services processes, ensure that the user belongs to a user directory (Active Directory or LDAP) that is synchronized with Document Services.

Additionally, grant the user the Services User role.

Create LC Binding user The SharePoint site uses the LC Binding user credentials to connect to the specified Document Server. After the connection is established, various settings, such as PDF generation and Reader Extensions, are retrieved from the Document Server and are available on the SharePoint server.

The LC Binding User is a local or enterprise user who is assigned the Services User role on the Document Server. While configuring the SharePoint site, enter the LC Binding user credentials in the user name and password fields. See “Configure the SharePoint site” on page 4 for detailed instructions.

Define Impersonation user Impersonation control permission When a SharePoint user invokes a Document Services process or Rights Management action, the SharePoint server sends a request to the Document Server. At this time, the Impersonation user credentials are used to log on to the Document Server. After logon, the Document Server verifies the identity of the SharePoint user invoking the process or action. If the SharePoint user has the required privileges, the process is executed or the policy is applied for the currently logged-in SharePoint user.

To allow SharePoint users to invoke Document Services processes and use Rights Management features, configure an Impersonation user. Enter the impersonation user details when configuring Connector for Microsoft SharePoint using the Adobe Digital Enterprise Platform Document Services - Administration Console.

Grant Impersonation permissions 1 In the Administration Console, create a user account to which to assign the Identity Impersonation Control permission.

This can be a user account synchronized with the user directory.

2 Create a role with the Identity Impersonation Control permission and assign this role to the created user account.

These permissions provide the required credentials to the SharePoint Connector component deployed on the Document Server.

3 Navigate to Services Applications and Services Service Management.

4 From the Category list, select Connector for MSSharePoint.

5 On the Service Management page, click MSSharePointConfigService.

–  –  –

6 On the Configure MSSharePointConfigService page, add the user name and password of the created user account.

7 Click Save.

Configure the Connector for Microsoft SharePoint If you did not configure the Connector for Microsoft SharePoint using the Configuration Manager during the installation and configuration process, configure it using the Administration Console.

1 Log in to Administration Console.

2 Navigate to Services Connector for Microsoft SharePoint.

3 Enter the following on the SharePoint Connector Properties page.

• Host Name: Enter the host name of the SharePoint server in the format [host]:[port]. The port number must be of the web application on the SharePoint server.

• User Name and Password: Specify the user account that would be used to connect to the SharePoint server. To allow SharePoint users to access Rights Management features or invoke Document Services processes, specify the Impersonation User details. See “Define Impersonation user” on page 3.

• Domain Name: Enter the domain in which the SharePoint server is present.

Configure policy sets and policies

To use Rights Management to secure files available on the SharePoint site, you must:

• Create policy set and policies

• Add the Active Directory users to the policy set and policies The policy set and policies (in the policy set) determine the user permissions for documents to which the policies are applied. See Rights Management Help for more information about policies and policy sets.

Configure the SharePoint site Configure the Document Server settings on the SharePoint site to enable SharePoint users to invoke Document Services processes from the SharePoint site.

1 Log in to the SharePoint site with the user name and password.

2 On the Sites page, click Site Actions Site Settings.

3 On the Site Settings page, under Adobe Document Services, click Document Services Settings.

4 Enter the server parameters:

• Host Name and Port Number Enter the host name and the port of the machine that hosts Document Server.

• User Name and Password Enter the user name and password of a user that starts the feature from the SharePoint site. On the server, this user account must be configured with the Services User role. See “Create LC Binding user” on page 3 for information about the type of user account that you must enter. See Adobe Digital Enterprise Platform Document Services Administration Help for more information about configuring services and user accounts on Document Services.

Last updated 11/22/2011

CONFIGURING THE ADEP DOCUMENT SERVICES - CONNECTOR FOR MICROSOFT SHAREPOINT 10.0

Configuring the Connector for Microsoft SharePoint 5 Select Enable HTTPS Connection to connect securely to the Document Server.

Note: Document Server should also be running in secure mode (HTTPS). Also, default secure port is normally different from the http port, so make sure to change the port as done in step 4 accordingly.

6 Enter the PDF generation settings.

See “PDF generation settings” on page 5.

7 Specify Reader Extension settings.

See “Reader Extension settings” on page 5.

8 Enter Rights Management settings.

See “Rights Management settings” on page 6.

9 Click Apply.

PDF generation settings To ensure that users can invoke the Convert to Adobe PDF operation, in addition to specifying the following settings, ensure that PDF Generator is available on the Document Server. See PDF Generator information in Administration Help.

1 Perform one of the following:

• Select Use Custom Settings to manually configure the settings.

• Select Upload Settings File to use a PDF settings file (.JOBOPTIONS file) to configure PDF settings. If you choose this option, all PDF configuration options are disabled.

2 If you selected the Use Custom Settings option, specify values for the following fields:

• File Type Settings Select the settings to apply to the generated PDF files.

• Adobe PDF Settings Select the output settings to apply to the generated PDF files.

• Security Settings Specify the security settings for the generated PDF files.

• Time Out Enter the maximum time in which to complete the conversion.

• XMP Document Browse and select the file containing metadata information to apply to the generated PDF file.



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