Question

Sharepoint Records Center Integration - Is there documentation?

Web Client SDK

Updated April 7, 2014

asked on April 3, 2014

Is there documentation available on how to configure and set up the Records Center Integration in Sharepoint 2013?

Also curious about thoughts on the following questions from a prospect:

"We have a SharePoint Farm in two different domains and data (List and Document Libraries) from both of these SharePoint Farms needs to be stored in Laserfiche.

Option#1

Use SharePoint Connector so that each user can send documents to Laserfiche.

Can we send SharePoint List data to Laserfiche or it works only for document library?

Does it support FBA (Form Based Authentication)?

Option#2 (Preferred Approach)

Can we have Custom Workflow / Process using Laserfiche SDK to read SharePoint Content DB and insert data into Laserfiche to eliminate User interaction?"

I figure the Prospect could use the Sharepoint API in combination with the Laserfiche API/SDK to facilitate Option 2.

For Option 1, I am looking for clarification on FBA and how it applies to the integration, if at all. Clarification on the other two questions would be helpful as well.

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Answer

APPROVED ANSWER

replied on April 4, 2014

To answer your first question, yes. See the Installing and Configuring the Laserfiche Sharepoint Integrations 9.1 for SharePoint 2013 paper on the Laserfiche Support Site.

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replied on April 4, 2014 • Show version history

The Records Center part of the integration only works with document libraries. When a user chooses to send a document, it will usually not require that user to be able to authenticate to the Laserfiche server, so it is compatible with FBA. (The exception is if the configuration is incomplete and the user has to supply necessary information). It will use the application pool's identity.

For your proposed integration, you'll have to work out how to authenticate to the Laserfiche server. Other parts of the Laserfiche SharePoint integration convert claims identities to Windows identities and authenticate that way, maybe you can do something similar.

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replied on April 4, 2014

Thanks for the information, everyone. This helps us respond.

"Figure out how" is kind of a difficult situation for us, since we need to be able to definitively say "yes" in response to an RFP.

When you say it will authenticate using the app pool identity, does that identity need to be a Named user?

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replied on April 7, 2014 • Show version history

For your custom SDK solution, for "figure out" I'm referring to translating the form identity that the user of the application will have to an identity that can authenticate to the Laserfiche server. Presumably these users don't have domain accounts, so you're talking about LDAP or repository users, and you'll need each form user to resolve to a different trustee to avoid multiplexing. Without knowing more about the environment it's hard to give a more concrete solution.

For the licensing, the application pool identity has to be a trustee in Laserfiche, but it does not require a named user license.

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Sharepoint Records Center Integration - Is there documentation?

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