Configuring Document Depots

The second step in configuring JMap Documents is to create and configure document repositories. To do this:

1. In the Documents configuration interface, press Create to open the repository configuration window.

2. Enter a Name and Description for the repository.

3. Select the Depot Type. You have three choices: - File system: This is a directory located in the server's file system containing documents in the form of files. - Hyperlink: This is a table in the JMap System DB containing hyperlinks to URLs. - SharePoint: This is a connection to Microsoft's SharePoint electronic document management system.

The creation of the repository differs depending on the repository type, but the subsequent steps are similar for all three repository types.

Creating a depot

File system

1. Inform the settings indicated by the Document Depot Wizard.

   Primary depot location	Specifies the location of the repository in the server's file system. Press Browse... to navigate the file system.
   Browsable	Check this option to allow a JMap Pro application user to navigate the repository.
   Allow sub dirs creation	Check this option so that the user of a JMap Pro application can create subfolders in the document repository.
   Additional depot locations	Specify other alternative paths to access the repository. Press to add alternative paths.

2. Press Finish to create the repository and return to the repository configuration interface. The repository name is displayed in the table.

3. Click the repository name to access its configuration interface.

   General information	Shows information about the repository, such as its name, ID, description, and status.
   Parameters	Provides detailed information on the characteristics of the repository.
   Information	Presents data related to repository synchronization.

4. Press the buttons to access the Metadata structure, Metadata form, Search forms and Permissions configuration interfaces.

5. Press the buttons to Edit, Synchronize or Delete the repository.

Hyperlink

1. In the Document Depot Wizard select the Hyperlink repository type and press Finish to create the repository and return to the repository configuration interface. The repository name is displayed in the table.

2. Click the repository name to access its configuration interface.

   General information	Shows information about the repository, such as its name, ID, description, and status.
   Parameters	Provides detailed information on the characteristics of the repository.
   Information	Presents data related to repository synchronization.
   Permissions	Press the button to enter the Permissions configuration interface.

3. Press the buttons to Edit, Synchronize or Delete the repository.

SharePoint

1. Inform the settings indicated by the Document Depot Wizard.

   URL	Specify the URL of the library that contains the documents in SharePoint.
   User	Specify the user with permission to access documents in SharePoint.
   Password	Specify the password.
   Browsable	Check this option to allow a JMap Pro application user to navigate the repository.
   Allow sub dirs creation	Check this option so that the user of a JMap Pro application can create subfolders in the document repository.
   Metadata	Available metadata is retrieved from SharePoint and displayed on the left. Select the metadata to use for document creation and/or search.

2. Press Finish to create the repository and return to the repository configuration interface. The repository name is displayed in the table.

3. Click the repository name to enter its configuration interface.

   General information	Shows information about the repository, such as its name, ID, description, and status.
   Parameters	Provides detailed information on the characteristics of the repository.
   Information	Presents data related to repository synchronization.

4. Press the buttons to access the Metadata structure, Metadata form, Search forms and Permissions configuration interfaces.

5. Press the buttons to Edit, Synchronize or Delete the repository.

The metadata structure comes from the SharePoint server and you do not need to configure it. From the SharePoint metadata structure you can directly configure the metadata form and search forms.

Configuring a depot

These steps are similar for all depot types.

Permissions

You must configure the repository access permissions. To do this, in the repository configuration interface, press Permissions.

This section has two tabs: Permissions and Owners. The owners are the only ones who can manage the administrative permissions for the repository, manage the list of owners and delete it.

A list of users and groups with permissions appears in the Permissions tab. Click on to add new users or groups.

Available users and groups are configured in the JMap Server section of JMap Admin. Refer to the Users and Groups section for more information about managing users in JMap Server.

Repositories have only user permissions.

Read	Allows the user of a JMap Pro, JMap NG or JMap Survey application to open the list of documents or hyperlinks in the repository associated with an element, open a document and download it.
Save documents	Allows the user of a JMap Pro application to add a document or hyperlink to the repository from the local server.
Delete	Allows the user of a JMap Pro application to delete a document or hyperlink from the repository.
Associate Files	Allows the user of a JMap Pro application to associate one or more elements of a layer with one or more elements or hyperlinks of the repository.

Configuring the metadata structure

This step is for File System type repositories only.

You must configure the repository metadata structure, that is, the attributes that contain the metadata for each document. This information is stored in a table created by the repository database system. From this structure you can configure the search and metadata forms.

1. In the repository configuration interface, press Metadata structure.

2. In the Metadata structure window, press to add an attribute.
3. Specify the attribute name, SQL type and check the relevant box if the attribute should be indexed.

4. Press to add another attribute or press to remove an attribute.
5. Press Save to save the information and close the window.

Configuring the metadata form

This form allows the user of a JMap Pro application to add or modify the values ​​of the attributes that constitute the metadata of a document, when adding a new document to the repository.

1. In the repository configuration interface, press Metadata form to open the Form layout interface. JMap form components are available. The Form Layout section of the JMap Server Administrator's Manual provides details on this topic.

2. Select the form components.

3. Configure each component by selecting the relevant attribute and its characteristics.

4. Press Save to save the information and close the window. The form attributes are displayed in the Metadata form section in the repository configuration interface.

Configuring search forms

This form allows the user of a JMap Pro or JMap NG application to search for documents associated with map elements from their metadata.

The attributes available in the form are those defined in the metadata structure.

To configure a search form:

1. In the repository configuration interface, press Search forms.

2. Press Create to create a new form.

3. Specify a name for the form and press Form layout to open its configuration window. The Form Layout section of the JMap Server Administrator's Manual provides details on this topic.

4. Select the form components.

5. Configure each component by selecting the relevant attribute and its characteristics. Name and Description attributes are available by default to form a basic search form.

6. Press Save to save the information and close the window. The created forms are displayed in the Search forms interface.