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      Page2CM User Manual 1.0.3
      • 03 Mar 2022
      • 4 Minutes to read
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      Contents

      Page2CM User Manual 1.0.3

      • Updated on 03 Mar 2022
      • 4 Minutes to read
      • Contributors
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      Article Summary

      OVERVIEW

      The FYB Page2CM connector transfers data (files and metadata) that has been exported from PageUp. The PageUp data will be exported to an SFTP file share and the Page2CM connector will collect the data from the designated location.

      PageUp can export data in two formats:

      • Documents sent individually with a corresponding manifest file
      • OR documents and manifest file zipped together

      The Page2CM connector only supports the first option, the export must contain individual documents with their corresponding manifest file and not be zipped together.

      Note

      FYB have no control over how the data is exported from PageUp. You will need to discuss with your PageUp vendor options for exporting the data.

      The manifest file must be in the following format:
      Document Category|Subfolder Id|File Name|Employee Id|ApplicantId|Document Id|Position Number|Date Created|First Name|Last Name

      The following data can be included in the manifest file and is mapped to the corresponding Content Manager fields.

      MANIFEST FIELDCONTENT MANAGER FIELD
      FilenameTitle
      DateCreatedDateCreated
      SubfolderIdUsed in conjunction with the Position Number to locate the Record Container
      PositionNumberUsed in conjunction with the Subfolder ID to locate the Record Container
      DocumentIdExternal Reference

      GENERAL

      General settings for the Page2CM application.

      2021-10-19_14-24-44.png

      FUNCTIONALITYDESCRIPTION
      EXPORT/IMPORT SETTINGSExport existing configuration settings or import previously configured settings. See the EXPORTING AND IMPORTING SETTINGS section of this guide.
      DOWNLOAD LOGSDownload a zip file containing all the Page2CM log files.
      WHITELIST ADMIN ACCESSThis field allows you to whitelist Content Manager users who are not an Administrator or Records manager to allow them access to Page2CM's admin section.
      DATASET IDThe two-digit dataset identifier of the Content Manager Dataset you wish to connect to.
      WORKGROUP SERVER NAMEThe Content Manager Workgroup Server name.
      IMPORTANT: The workgroup server value must be set to local.
      TEMP PATHThe folder Page2CM will use to store temporary files.
      SAVESaves the current settings.
      CANCELCancel the changes made.

      EXPORTING AND IMPORTING SETTINGS

      You can either export the current configuration settings or import existing settings using the buttons below.

      2020-10-08_9-56-43.png

      EXPORT

      To export Page2CM's current settings, click the Export Settings button. This will automatically download the zip file containing the Page2CM configuration files. These files can be imported back into Page2CM when required.

      IMPORT

      To import existing settings, follow the steps below.

      Warning

      Only import json files that were previously taken from the Page2CM's App_Data folder or exported from Page2CM.

      1. Click the Import Settings button
        import.jpg

      2. Select the Settings.json, Appearance.json, EmailSettings.json and/or Login.json files then click Open. Multiple files can be selected by holding down the SHIFT or CTRL key
        2021-10-18_16-31-25.png

      3. A success message will appear once the settings files have been updated and the admin page will reload shortly after to update the settings

      APPEARANCE

      The appearance tab allows you to adjust basic appearance settings of the application such as colour and logo.
      2021-10-18_16-33-41.png

      FUNCTIONALITYDESCRIPTION
      PRIMARY BACKGROUND COLOURControls the colour of the header and footers for the application.
      PRIMARY FONT COLOURControls the font colour of the header and footers for the application.
      UPLOAD LOGOAllows the administrator to set the logo for the application.

      EMAIL NOTIFICATIONS

      The Email Notifications page allows you to specify the mail settings to allow Page2CM to send automated license expiry emails to the specified email addresses.

      2021-10-18_16-39-28.png

      FUNCTIONALITYDESCRIPTION
      MAIL HOSTYour organisation's Email server address.
      MAIL PORTThe Email server port
      SEND FROMNominated sender e-mail address.
      LICENSE EXPIRYSpecify email address (separated by a semi-colon) to be notified when Page2CM is about to expire.

      LICENSE

      The License page displays details about the currently configured license and allows upload of a new license file.

      license.jpg

      CONNECTION

      The connection page holds settings for configuring the connection to the SFTP.

      2021-10-18_16-52-41.png

      FUNCTIONALITYDESCRIPTION
      HOSTNAMEThe Hostname of the SFTP
      DIRECTORY PATHThe path within the SFTP where the documents and manifest files are located. This value must start and end with a forward slash. For Example: /Documents/
      USERNAMEThe username for connecting to the SFTP
      SSH HOST KEY FINGERPRINTThe SSH Host Key fingerprint for the SFTP
      PASSWORDThe Password required for connecting to the SFTP
      SAVESaves the current settings
      CANCELCancel the changes made

      MISC

      Miscellaneous settings for Page2CM.

      2021-10-19_14-26-16.png

      FUNCTIONALITYDESCRIPTION
      POLLING INTERVALThe polling interval time value for Page2CM.
      POLLING TIMEThe polling time type for Page2CM. This works in conjunction with the above setting.
      MIGRATE DOCUMENTSThis will process and archive all documents on the SFTP to Content Manager instantly (outside of the polling schedule).
      Note

      In order to use the Migrate Documents button, you will need to be logged in as the account running the Page2CM app pool.

      CONTENT MANAGER

      Content Manager specific settings determine the way documents are created and stored in Content Manager.

      2021-10-19_15-12-07.jpg

      FUNCTIONALITYDESCRIPTION
      RECORD TYPESpecify the record type that will be used when creating records for the documents from the SFTP.
      FALLBACK CONTAINERIf any error occurs in the transfer process documents will be stored in this fallback container instead.
      BLANK SUBFOLDER ID CONTAINERContainer used if the provided SUBFOLDER_ID is 0.
      DEFAULT AUTHORAuthor location used when creating Records.
      SAVESaves the current settings.
      CANCELCancel the changes made.
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