Configuring the Connector for Microsoft SharePoint

When a SharePoint user invokes a AEM Forms process or Rights Management action, the SharePoint server sends a request to the forms server. At this time, the Impersonation user credentials are used to log on to the forms server. After logon, the AEM Forms server verifies the identity of the SharePoint user invoking the process or action. If the SharePoint user has the required privileges, the process is executed or the policy is applied for the currently logged-in SharePoint user.

To allow SharePoint users to invoke AEM Forms processes and use Rights Management features, configure an Impersonation user. Enter the impersonation user details when configuring Connector for Microsoft SharePoint using administration console.

1. In administration console, create a user account to which to assign the Identity Impersonation Control permission.

   This can be a user account synchronized with the user directory.

2. Create a role with the Identity Impersonation Control permission and assign this role to the created user account.

   These permissions provide the required credentials to the SharePoint Connector component deployed on the forms server.

3. Navigate to Services > Applications and Services > Service Management .

4. From the Category list, select Connector for MSSharePoint .

5. On the Service Management page, click MSSharePointConfigService .

6. On the Configure MSSharePointConfigService page, add the user name and password of the created user account.

7. Click Save .

To ensure that users can invoke the Convert to Adobe PDF operation, in addition to specifying the following settings, ensure that PDF Generator is available on the forms server. See PDF Generator information in administration help .

1. Perform one of the following:

   • Select Use Custom Settings to manually configure the settings.

   • Select Upload Settings File to use a PDF settings file (.JOBOPTIONS file) to configure PDF settings. If you choose this option, all PDF configuration options are disabled.

2. If you selected the Use Custom Settings option, specify values for the following fields:

   • File Type Settings Select the settings to apply to the generated PDF files.

   • Adobe PDF Settings Select the output settings to apply to the generated PDF files.

   • Security Settings Specify the security settings for the generated PDF files.

   • Time Out Enter the maximum time in which to complete the conversion.

   • XMP Document Browse and select the file containing metadata information to apply to the generated PDF file.

   • Settings Document Browse and select the document containing settings to apply while generating the PDF file.

Acrobat Reader DC extensions must be available on the forms server in order for users to apply usage rights on PDF documents. In addition, specify the following. See Acrobat Reader DC extensions information in administration help .

Rights Management must be available on forms server in order for users to apply policy settings on documents. In addition, specify the following. See administration help .

Rights Management supports the following file types:

• Adobe PDF documents (.PDF)

• Microsoft Office 2003, 2007, and 2010 documents (.DOC, .XLS, .PPT, .DOCX, .XLSX, .PPTX)

1. Log in to SharePoint Server's Central Administration Console.

2. On the left pane, click General Application Settings .

3. Under Search, click Farm Search Administration .

4. Under Search Service Applications, click Search Service Application .

5. On the left panel, under Crawling, click File Types .

6. Click New File Type , and in the File Name Extension, type pdf and click OK .

1. Log in to SharePoint Server's Central Administration Console.

2. On the left pane, click General Application Settings .

3. Under Search, click Farm Search Administration .

4. Under Search Service Applications, click Search Service Application .

5. On the left panel, click Content Sources .

6. Click Local SharePoint Sites list, and select Start Full Crawl .

A full crawl can take several minutes. After the Full Crawl is completed, PDF documents appear in the search results.

You can disable all AEM Forms features on any site on the SharePoint server. Keep in mind that this step removes all the AEM Forms features from the specified site. If the specified site has any child sites, only the parent site will have the AEM Forms features deactivated. For example, if you deactivate the AEM Forms features on the site http://mysite:80, its child site http://mysite:80/subsite is not affected. Similarly, other sites on the same SharePoint server are not affected.

On the other hand, disabling or enabling workflow works only for a site collection and not for a site or subsite. That is, enable of disable command for workflow will work with site URL is http://mysite:80/ but not when site URL is http://mysite:80/site.

You can selectively disable forms server features that are available. Keep in mind that these changes affect all sites on the SharePoint server. To make such changes, you remove the feature configuration defined in the %TEMPLATEDIR%\FEATURES\AEM Forms\Elements.xml file.

For example, to make only the PDF Generator feature available on SharePoint sites, you remove the definitions for Acrobat Reader DC extensions, Rights Management and Invoke Adobe AEM Forms Process from the Elements.xml file. These definitions are enclosed in CustomAction elements. To disable a feature, you remove or comment out the CustomAction elements related to the features. For example, to disable Rights Management features, you remove CustomAction elements that have the Id starting with AEM Forms.RightsManagement .

You can uninstall the web part from the SharePoint server. The uninistallation process restarts the IIS Server.

Increase the timeout value of Connector for Microsoft SharePoint from 300,000 to 900,000. To increase the value:

1. Open administration console.

2. Navigate to Services > Application and Services > Service Management > Connector for SharePoint.

3. In the Configuration Tab, change value for the Timeout parameter to 900000 , and click Save .

4. Restart the application server.

By default, the IIS connection time-out setting is 120 seconds. To increase the connection time-out setting, follow these steps:

1. Open I nternet Information Services (IIS) Manager , from the Sites , select an appropriate SharePoint site, and click Advanced Settings .

2. In the Advanced Settings dialog box, under the Connection Limits , type 900 in the Connection time-out box, and click OK .

3. Open SharePoint Central administration console , click Manage web applications , select an appropriate SharePoint site, and click General Settings .

4. Under Maximum upload size , type 500, and click OK . You can specify a maximum file size up to 2,047 MB.

1. Open the Web.config file for editing. By default, this file is in Program Files\Common Files\Microsoft Shared\Web server extensions\12\TEMPLATE\LAYOUTS .

2. Add the executionTimeout parameter:

   Existing Code

    <location path="upload.aspx"> 
       <system.web> 
         <httpRuntime maxRequestLength="2097151" /> 
       </system.web> 
     </location> 

   Replacement Code

   <location path="upload.aspx"> 
       <system.web> 
         <httpRuntime executionTimeout="999999" maxRequestLength="2097151" />     </system.web> 
     </location> 

3. After you change the file, save and close the file.

4. Open the Web application Web.config file for editing. By default, this file is at Inetpub\wwwroot\wss\VirtualDirectories\VirtualDirectoryFolder .

5. Change the following line in the file:

   Existing Code

   <httpRuntime executionTimeout="3600" maxRequestLength="51200" />

   Replacement Code

   <httpRuntime executionTimeout="3600" maxRequestLength="2097151" />

6. After you change the file, save and close the file.