Configuring Document Management

This section explains configuring the Document Management feature. By changing these settings, you can:

There are 2 ways you can configure a Document Management server:

In either case, you are editing the AssetManagement.config file. While the Workarea screen provides a quick way to update this information without accessing the Ektron server, some tags can only be updated in the AssetManagement.config file.

Updating asset configuration settings

Updating Asset Configuration Settings

You can update some AssetManagement.Config tags from the Ektron Workarea.

NOTE: Only Administrator Group members can view, add, or edit the Asset Server Setup screen.

  1. In the Workarea, go to Settings > Configuration > Asset Server Setup. The Asset Management Configuration screen appears.
     

  2. Click the FieldTypes Edit button ( ).
  3. Change the supported file types.
  4. Click Save.

The following list describes the AssetManagement.Config file’s tags that you can edit from this screen in the Workarea.

  • DomainName—Can be Domain Name, IP Address or Machine Name. An example is: localhost. This is the address a Web client system uses to open managed documents through HTTP.
  • FileTypes—Files types that users are allowed to upload to Document Management. For more information, see Allowing File Types. The default file types are: 

    .doc, .xls, .ppt, .pdf, .gif, .jpg, .jpeg, .log, .vsd, .dot, .zip, .swf, .wma, .wav, .avi, .mp3, .mp4, .rm, .wmv, .ra, .mov, .odb, .odt, .odf, .odp, .odg, .ods, .png, .docx, .xlsx, .pptx, .vsdx, .wmf, .xml, .htm, .html, .flv

  • LoadBalanced—Enables Load Balancing for assets. Set to 1 to enable. See Also: Load Balancing Assets
  • ServerName—The name of the server that hosts Ektron.
  • StorageLocation—The folder location where published assets are stored. For example: C:\assetslibrary
  • WebShareDir—The folder that stores temporary data files waiting to be checked in, saved, or published. For example: dmdata
Allowing file types

Allowing File Types

Administrators control which file types are allowed by editing the AssetManagement.config file. Reasons for limiting file types include:

  • Security—For example, you do not want users to load .exe files to your Ektron server
  • Ease of management—For example, you want your Ektron server to store .doc files only

The <FileTypes> tag in the AssetManagement.config file contains the file types users can upload.

To add or remove a file type from the list:

  1. Edit the Workarea > Settings > Configuration > Asset Server Setup > Asset Management Configuration screen.

    or

    Open the siteroot/AssetManagement.config file.

  2. Edit the FileTypes=”” element. All file types must appear between the quotes. For example, FileTypes=”*.doc,*.xls”.

    NOTE: Use a comma to separate file types. Also, format file types as wildcard.extension. For example, adding an .mp3 file type after *.zip looks like this: *.zip,*.mp3

  3. Add or remove any file type.
  4. Save and close the screen or AssetManagement.config file.