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The Configuration Dialog
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The Configuration dialog specifies how the Go-Between will connect to the OpenEngagement DMS. Usually, this will be the same as the URL used when connecting to the DMS through a web browser. This configuration must be done on each computer on which the Go-Between will be used.
Note as well: though the Go-Between interacts with only the DMS and the Quick Upload interacts with both the DMS and KMS, the connection parameters will be the same for both the Go-Between and Quick Upload.
The configuration dialog is the first dialog each Go-Between user will use; users will not be able to use the other dialogs until they have properly configured the Go-Between. This is generally a one-time operation, though some firms may change the settings for the OpenEngagement DMS from time to time. Configuration is done by going to Tools | Options | DMS and specifying OpenEngagement CMS as the current CMS, then hitting the Configure button. This launches the configuration dialog where you may specify the settings of the OpenEngagement DMS. For Local Solutions, unless you have changed the settings of the OpenEngagement DMS you should be able to use the default settings of 80 and /CMS for the Port and Path respectively. If the server uses SSL, though (as in the case of Hosted Solutions), the port is most likely 443 and not 80. If the path is blank, this will appear as a slash in the Configuration dialog.
For the server, you should set this to the domain name you use in a web browser, omitting the 'http://' portion. If users do include the http://, it will be stripped out by the Go-Between.
For example, if the URL to connect to the OpenEngagement CMS in a web browser is: http://europa:8080/CMS, then the Go-Between configuration would be:
Server: europa
Port: 8080
Path: /CMS
Once this dialog is filled in and saved you will be able to access the Go-between through the Open from OpenEngagement and Save to OpenEngagement menu items.
Assuming the firm has only one OpenEngagement DMS, everyone will have the same settings in their configuration dialog.
It may be convenient to write the settings down somewhere, as they will be lost if there is a hard-drive crash or a problem of that nature.
It is possible to define multiple server configurations. This is not normally useful, it can be where firms use multiple servers, for example a test server and a production server. To take advantage of this, users can hit the Save/Load button. This launches a dialog that is used to define, delete and select configurations. Each configuration has a name and specifies a server, port, and path.