Send to DocuWare

The Send to DocuWare connector allows users to scan and send a document to a specific File Cabinet or Document Tray via an on-premise DocuWare Server or DocuWare Cloud.

DocuWare Cloud and DocuWare Server 7.7 or later is supported.

The user can select a File Cabinet and enter metadata for the document prior to file delivery and indexing within DocuWare. When the Document Tray option is enabled, files are sent to DocuWare without indexing.

For instructions to help the MFP user to access the Send to DocuWare functionality, refer to the SLNX Connector User Guide.

Pre-requisite Configuration

Configuring this connector requires registration in both DocuWare and in the SLNX Admin console. Instructions are provided below, and require you to complete steps in both applications.

1. Obtain the Redirect URL from SLNX

Perform these steps in the SLNX Admin console:

  1. From the Navigation tree, click [Workflow]®[General] and then click select [Cloud Authentication Settings].
  2. Select the DocuWare application.

  3. Copy the Redirect URL to your clipboard. You need to paste this URL into DocuWare below.

    The URL must include the Core Server host name. For example: https://10.85.90.101:51443/oauthprovidercallback; where 10.85.90.101 is the Core Server IP Address, and the connection port is 51443.

2. Register the Web Application in DocuWare

Perform these steps in DocuWare:

  1. In the DocuWare App Registration Module register a Web Application that will be used to communicate with SLNX:

    1. Browse to App Registration®New App Registration .

    2. As the Application type, select Web Application.

    3. Under General settings, paste the Redirect URL you copied from SLNX.

    4. Under Access, select Authorization Code as Grant Type. This option allows the Refresh token settings to show

    5. Under Refresh token settings, enable the 'Use refresh token' checkbox. This option allows access tokens to automatically renew without requiring users to re-authenticate.

    6. Save the application.

    7. A client secret generated screen will display. Copy the auto generated client secret and then click Done to close the screen.

      Optional:When the client secret expires, all user authorization that has been granted based on this secret will also expire. To generate another client secret, under Client Secrets, click + to add it. Enter a description and click Save. Complete the instructions below to update the secret.

  2. Leave this application and screen open because you will return to it again to copy values.

3. Configure the DocuWare Cloud Authentication settings in SLNX

  1. From the SLNX Management Console navigation tree, click [Workflow]®[General] and then click select [Cloud Authentication Settings].

  2. Select the DocuWare application. Enter the following information. Some details must be copied and pasted from DocuWare into the appropriate SLNX fields.
    1.  In the Client Secret field, paste the secret that you copied from the DocuWare web application screen above.
    2.  Return to the DocuWare web application and copy the information in the Application (Client) ID field to the clipboard. You will find this ID located under General Settings. Within SLNX, paste the ID into the Client ID field.
    3. In the Server URL field, enter the DocuWare Server URL:

      • If the DocuWare server is on-premise, you can find this URL in the DocuWare System ® Web Connections ® Web Connection ® Internal Address.

      • If the DocuWare server is cloud-based, enter the cloud instance name, typically following this format: http://yourcompany.docuware.cloud (replacing 'yourcompany' with your DocuWare cloud instance name.

    4. In the Scope field, default entries are pre-populated to limit the scope. The default entries are docuware.platform, dwprofile, openid, and offline_access. If you edit the scope field, leave a space between entries.

  3. Click Test to ensure the connection works. Enter the user name and password for the DocuWare server. This information is not saved and is used to initiate the connection only for testing. The connection will contact the Core Server host name included in ‘Redirect URL’ has to be resolved so the response can be redirected to the server.

  4. Save the changes.

Create the Send to DocuWare Connector

  1. From the Navigation tree, click [Workflow] and then click select [Shared Connector Settings].

  1. On the [Shared Connector Settings] tab, click +[Add].

  1. When the Create Shared Connector screen appears, provide the following information:

    2. Setting

    Options

    Connector Name

    Enter a unique name in the [Name] field that you can use to identify this as the Send to DocuWare connector in the list.

    Description

    Enter a description that you and other Administrators can use to easily identify this connector in the Shared Connector Settings list [if you need to modify the settings at a later time, for example].

    Connector Category

    Select Destination. 

    Connector Type

    Select Send to DocuWare.

    Location

    Note: This connector is available for On Server workflows only. The location is not editable.

  1. Click [OK] to continue.

You will now see four active tabs: General, Setting, Preset, and Workflows.

Refer to Send to DocuWare Settings for details on these settings.

Next Steps

The remainder of the configuration steps are common to all connectors. Refer to Common Configuration Tasks for instructions.