Getting Started with Repository Profiles

The Repository Profiles section in the Administration page lets you create and manage system-level repository profiles. System-level repository profiles provide a way to create and maintain a repository profile that uses a specific set of credentials that can be maintained across multiple processes. This enables a system admin to either allow a process or set of processes to use a common profile, or to allow a user or set of users the ability to use a specific profile for any process they create.

Repository profiles are used in Save to Repository service tasks and contain the Laserfiche Server, repository, and credentials that Laserfiche Forms will use when performing the service task.

From this page, system administrators can view, edit, create and delete system level repository profiles. Process-level repository profiles are managed in their corresponding processes.

To create a system-level repository profile:

  1. Click the New repository profile button.
  2. In the Profile name field, specify a name for the profile.
  3. In the Laserfiche Server field, enter the name of the Laserfiche Server associated with the desired repository.
  4. After selecting a Laserfiche Server, click in the Repository text box and then click the drop-down arrow to see the available repositories. Select one.
  5. In the User name and Password fields, specify the credentials that Laserfiche Forms should use to authenticate to the specified repository.
  6. To configure the Forms Server to secure network communications when connecting to Laserfiche, select the Use TLS connection checkbox (selected by default.)
  7. When you are finished, click Verify and save.

To edit or add users and groups to the system-level profile:

  1. Click the profile name.
    • The list of Processes currently using the selected profile will be listed.
    • To revoke a processes access to the profile, select it's checkbox and then click the trash can icon. Multiple processes can be selected.
  2. Click the Edit button to change profile details.
  3. Select the Access Rights tab to view or delete users or groups.
    • The list of currently allowed users or groups will be displayed.
    • To delete a user or group, click the Delete button (X) in the right column.
    • To add a user or group, in the text box, type part of the name of a user or group to initiate a search, then select the user or group, and then click Add.