Connection Profiles Overview

For workflow or business process definitions to interact with a Laserfiche repository, the following connection information must be known: the Laserfiche Server, the repository to connect to, and the Laserfiche user account that Workflow will use to interact with the repository. This information is stored as a connection profile. You can create multiple connection profiles so that your workflow definitions, business process definitions, and individual activities can interact with different repositories as needed.

Note: The user specified in the connection profile must have sufficient access rights and privileges to perform the actions that the workflow calls for.

Note: If the Workflow User's information (e.g., Laserfiche name or password is changed in the Laserfiche Administration Console), any associated connection profiles must be updated. Failure to do so may cause your workflows to run incorrectly.

Before certain activities can be added to the Designer Pane, you will be prompted to define a connection profile.

Saved connection profiles

Two types of connection profiles can be saved to your local machine. These profiles can be used as templates for new profiles and can be used as a default profile for workflow or business process definitions.

• Common profiles: Locally saved profiles that are available to anyone using the computer on which the profiles were created. These are master profiles from which you can copy information to create custom profiles.
• User profiles: Locally saved profiles that are available only to the Windows user who created it. These are master profiles from which the user can copy information to create custom profiles.

Using connection profiles

You can assign a default connection profile to be used for all new workflow and business process definitions (unless otherwise specified), or you can assign different connection profiles per workflow definition, per business process definition, or per activity.