DMS Servers and Repositories

Document management systems (DMS) are configured for Calyx RIM as a combination of a server and repository. These can be set up and maintained by Calyx RIM system administrators.

Calyx RIM can be connected to one or more types of DMS repositories, including: Documentum, File System, OpenText Content Server (Livelink), Secure File System, SharePoint, and Veeva Vault. 

By default, the Calyx RIM installation automatically adds a server for a Documentum system, a Secure File System, or a Veeva Vault. Other types of DMS servers must be added manually.

You can add multiple DMS repositories to each of these servers. However, Calyx RIM does not support hidden repositories or file shares.

During configuration, keep in mind that the names used for connecting to DMS servers and repositories, except for file systems, secure file systems, and Veeva systems, are case-sensitive, so the upper/lower case spelling of the names must be correct for the DMS to function properly. The use of special characters should be avoided. See Special Characters.

To add a DMS to Calyx RIM you must first install and configure a DMS server. One or more DMS servers must be configured for Calyx RIM before DMS repositories can be added. After the server is established, you can then add and configure the repository for the server. Graphical user interfaces for adding and modifying DMS servers and DMS repositories are located in the Technical Administration area of the Calyx RIM Administration control panel.

The DMS can be configured to be accessible by specified users, groups, or roles. A DMS tree will display only the repositories that the assigned user, group, or role has been granted permission to access.

Use the following procedures to add Document Management System (DMS) or Secure File System repositories to Calyx RIM.