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Manage a connection to a document center or a records center in SharePoint 2013

 

Applies to: SharePoint Server 2013, SharePoint Foundation 2013

Topic Last Modified: 2013-12-18

Summary: How to connect a web application to a SharePoint 2013 document center or records center and how to modify and delete connections.

A connection is a path used for sending documents to a document center or a records center. The connection specifies the web application that documents will be sent from, the document center or records center that they will be sent to, and certain aspects of how the documents are sent. A records center is a site that is designed for records management.

Connections are created by a farm administrator in SharePoint 2013. The farm administrator configures the connection to copy content, to move content, or to move the content and leave a link in the source site collection.

ImportantImportant:
The steps in this article apply to both SharePoint Foundation 2013 and SharePoint Server 2013.

In this article:

The following is required to perform the procedures for this task:

  • You must have already created the destination document or record center and you need the URL of the destination document or record center.

Use this procedure to create a connection to a document repository or a records center.


To create a connection
  1. Ensure that you have the required permissions to perform this procedure. To create a connection, you must be a member of the Farm Administrators group.

  2. On the SharePoint Central Administration website, in the General Application Settings section, select Configure Send To Connections.

  3. On the Configure Send To Connections page, in the Web Application field, select the web application that hosts the site collections from which documents will be sent.

  4. In the Tenant Settings section, select Allow sites to send to connections outside their tenancy if you want tenants on this farm to able to send content to other tenants on this farm.

  5. In the Send To Connections list, select New Connection.

  6. In the Display name field, type a name for this connection. This is the name that users will see as one of the options to which to send a document.

  7. In the Send to URL field, enter the URL to the Content Organizer for the destination site. (You can find the URL in the Submission Points section of the Content Organizer : Settings page of the destination repository.) Click Click here to test if you want to confirm that you have entered a URL to a Content Organizer.

  8. To display this connection in the list that appears when a user clicks Send To, select Allow manual submission from the Send To menu.

  9. In the Send To action list, select one of the following values:

    • Copy   Select this option to create a copy of the document and send the copy to the destination repository.

    • Move   Select this option to delete the document from its current location and move the document to the destination repository. Users will no longer be able to access the document from its original location.

    • Move and Leave a Link   Select this option to delete the document from its current location, move it to the destination repository, and leave a link at the current location indicating that the document has been moved. When a user clicks this link, a page will appear that displays the URL of the document and the document’s metadata.

  10. In the Explanation dialog box, type the information to be added to the audit log when the user sends a document by using this connection. If you selected Move and Leave a Link in the previous step, the page that appears when the user clicks the link will also display the explanation.

  11. Click Add Connection to create the connection.

  12. Click OK when you are finished configuring connections.

NoteNote:
The Allow sites to send to connections outside their tenancy option applies to all site subscription connections in a web application, and is not used when you add, modify, or delete a single connection.

Use this procedure to modify an existing connection to a document repository or a records center.


To modify a connection
  1. Ensure that you have the required permissions to perform this procedure. To modify a connection, you must be a member of the Farm Administrators group.

  2. On the Central Administration website, in the General Application Settings section, select Configure Send To Connections.

  3. On the Configure Send To Connections page, in the Web Application field, select the web application that contains the site collections that use this connection.

  4. In the Send To Connections list, select the connection that you want to modify.

  5. Modify any of the connection settings as described in the previous procedure.

  6. Click Update Connection to modify the connection.

  7. Click OK when you are finished configuring connections.

Use this procedure to delete an existing connection to a document repository or a records center.


To delete a connection
  1. Ensure that you have the required permissions to perform this procedure. To delete a connection, you must be a member of the Farm Administrators group.

  2. On the Central Administration website, in the General Application Settings section, select Configure Send To Connections.

  3. On the Configure Send To Connections page, in the Web Application field, select the web application that contains the site collections that use this connection.

  4. In the Send To Connections list, select the connection that you want to delete.

  5. Click Remove Connection to delete the connection.

  6. Click OK when you are finished configuring connections.

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