Prerequsites:
• The eForms Server must already be installed
• The DocuShare Content Intake Manager must already be configured.
Note: For detailed instructions on how to install and/or configure the Docushare Content Intake Manager for eForms click the solution link listed at the bottom of this page under Related Items.
You use the LiquidOffice Management Console to define a connect agent for each type of form that you want DocuShare eForms to handle. You need to define the connect agents before the form designer publishes forms because the designer must reference predefined connect agents.
1. User your operating system to open the Management Console. For example, on Windows click the Start button and then All Programs | Cardiff LiquidOffice | LiquidOffice Management Console.
2. In the login window, log in as administrator.
3. Select Connect Agents.
4. On the toolbar, click the Add button.
The Add New Connect Agent window appears.
5. In the Connect Agent Name field, enter a connect agent name.
Note: Enter a connect agent name that matches the name of the socket instance that you created for the form. The names must match if you plan to configure authentication for use with forms.
6. Under Connect Agent Type, select Export Plugin (write only) from the menu.
7. Click Next.
8. Under Select Export Plugin, select XML Connect Agent from the menu.
9. Click Next.
10. In the Path area, double-click the appropriate exports sub-directory. For example: invoice.
Note: The Path area displays the sub-directories within the exports directory.
11. Click the Finish button.
12. Click the Done button.
If you have additional forms, repeat these steps to create more connect agents.
Solution Updated: September 9th, 2011
Solution ID: 728
AR 26166