Export (0) Print
Expand All

Manage a connection to a document repository or a records center (SharePoint Server 2010)

Published: May 12, 2010

A SharePoint administrator typically creates, modifies, and deletes connections to set up a records archive or a knowledge management center.

A connection is a path used for sending documents to a repository or a records center. The connection specifies the Web application from which documents will be sent, the repository or records center to which documents will be sent, and certain aspects of how the documents are sent.

Procedures in this task:

Task Requirements

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

  • You must have already created the destination site collection.

Create a connection

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 home page of the SharePoint Central Administration Web site, under General Application Settings, select Configure Send To Connections.

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

  4. From the Send To Connections list, select New Connection.

  5. 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.

  6. 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.

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

  8. From 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.

  9. 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.

  10. Click Add Connection to create the connection.

  11. Click OK when you are finished configuring connections.

note Note:

The Allow sites to send to connections outside the site subscription option applies to all site subscription connections in a Web application, and is not used when adding, modifying, or deleting a single connection.

Modify a 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 home page of the SharePoint Central Administration Web site, under General Application Settings, select Configure Send To Connections.

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

  4. From 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.

Delete a connection

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

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 home page of the SharePoint Central Administration Web site, , under General Application Settings, select Configure Send To Connections.

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

  4. From 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.

Was this page helpful?
(1500 characters remaining)
Thank you for your feedback
Show:
© 2014 Microsoft