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Preconfiguring the ECM

Overview​

Before you configure connectivity in Bizagi to your ECM system, make sure that you preconfigure your ECM with the requisites needed for this type of integration.

For more information about the integration approach presented in these sections, refer to [ECM Integration].

Outline​

Preconfiguring the ECM mainly consists of enabling the CMIS 1.0 standard in your ECM system. However, within this preconfiguration, you will also need to set up:

  • A valid ECM repository with a folder where you will store documents incoming from Bizagi processes.
  • Well-defined metadata for that folder, so you can specify what information is mandatory or optional for filling out when uploading documents.
  • A service account with the adequate rights to retrieve and save documents into the repository's folder mentioned above.

Preconfiguration Steps​

The following links provide quick-start information to help you preconfigure your ECM system (useful as an example), ensuring that CMIS 1.0 is supported.

Though some of the most common ECM system examples are illustrated below, for further information or advanced topics on other ECM systems, refer to the vendor's official documentation.

Any other ECM systems not listed and provided as examples below are supported, provided that prerequisites are met.

To configure your ECM system so that it offers the CMIS 1.0 standard Web services, refer to these articles:

  • Configuring SharePoint
  • Configuring Alfresco
  • Configuring Documentum