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WebDAV Service Configuration

WebDAV Service Configuration is the area of Management Studio where you can configure and enable the WebDAV service.

Windows 7 Pre-Requisites

Microsoft has a known WebDAV performance issue on client Windows 7 machines (which will be accessing DataStoreDSX documents via WebDAV instead of via Searching Client) which are set to automatically detect settings and which are on a network which has not been set up to use the Automatically detect policy.

To see the details of this issue, click on this link: http://support.microsoft.com/kb/2445570

Performance is greatly improved by following these steps:

  1. Start Internet Explorer.
  2. Click Tools and then click Internet Options.
  3. Click the Connections tab and then click LAN Settings.
  4. De-select the option Automatically detect settings.
  5. Click OK.
  6. To verify that performance has been improved, open the mapped web location and browse through the available folders.

WebDAV Service Configuration Settings

WebDAV is an acronym for Web-based Distributed Authoring and Versioning. It is a set of extensions to the HTTP protocol which enables users to collaboratively edit and manage files on remote web servers.

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The WebDAV Service Configuration options are described in Table 41.
Table 41. Terminology: WebDAV Service Configuration Options

Term

Meaning

Enable WebDAV Service

Select to enable the configured WebDAV Service. When WebDAV is enabled, users can open and edit an Office document without having to first download it from the server.

Windows Endpoint

Enable Windows Endpoint

Select to enable WebDAV for all users who log in to DataStoreDSX using Windows authentication.

SSL

Select to bind an SSL Certificate to the WebDAV Windows port.

Server Name (optional)

This is the endpoint root server address. The format of this must be a website address, for example http://machine_name. If a server name is not entered, the DataStoreDSX server name is used for the machine_name.

Note: To configure https as the endpoint, add the address that matches the SSL Certificate and ensure SSL is selected (see SSL above).

Port Number

The port number is appended to the server address to complete the WebDAV URL. For example http://machine_name:9148.
The port number should be changed only when, for example, the default port is blocked by a firewall.

Forms Endpoint

 

Enable Forms Endpoint

Select to enable WebDAV for all users who log in to DataStoreDSX using Forms authentication.

SSL

Select to bind an SSL Certificate to the WebDAV Forms port.

Server Name (optional)

This is the endpoint root server address. The format of this must be a website address, for example http://machine_name. If a server name is not entered, the DataStoreDSX server name is used for the machine_name.

Note: To configure https as the endpoint, add the address that matches the SSL Certificate and ensure SSL is selected (see SSL above).

Port Number

The port number is appended to the server address to complete the WebDAV URL. For example http://machine_name:9149.
The port number should be changed only when, for example, the default port is blocked by a firewall.

File Explorer Endpoint

 

Enable Explorer Endpoint

Select to enable WebDAV for all users who will use the file explorer view to edit Office documents.

SSL

Select to bind an SSL Certificate to the WebDAV file explorer view port.

Server Name (optional)

This is the endpoint root server address. The format of this must be a website address, for example http://machine_name. If a server name is not entered, the DataStoreDSX server name is used for the machine_name.

Note: To configure https as the endpoint, add the address that matches the SSL Certificate and ensure SSL is selected (see SSL above).

Port Number

The port number is appended to the server address to complete the WebDAV URL. For example http://machine_name:9150.
The port number should be changed only when, for example, the default port is blocked by a firewall.

Open server address

Click to open the logical folder which holds the WebDAV documents which have been stored with the Data Definitions listed on this tab.

Add data definition

Click the Add data definition button to add a new Data Definition folder to the configuration.

Data Definition Folder(s)

 

http://server name:port number/ folder name/field1.../ fieldx.docx

The path and file name of the documents stored with this Data Definition folder configuration. The address comprises the server name, the port number, the unique folder name, the contents of selected mandatory fields. The contents of the last field in the list is used to name the file. See “Reorder” on page 373 for information on changing the order of the mandatory fields.

When SSL is enabled, the path begins with https://

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Click to delete the Data Definition folder. The logical folder containing the files indexed with the selected Data Definition is deleted (although the documents remain stored in DataStoreDSX).

Unique Folder Name

This is the name of the logical folder which will contain the documents indexed with the selected Data Definition. This folder name should contain letters, numbers and spaces only. If the following characters are used, they are displayed as shown:

/ becomes _fs_
\ becomes _bs_
: becomes _cc_
* becomes _sc_
? becomes _qm_
< becomes _lt_
> becomes _gt_
| becomes _pc_ 
" becomes _dq_
+ becomes _pl_ 
tabspace becomes _tb_
% becomes _pt_
# becomes _ha_ 
& becomes _ap_
, becomes _cm_

Note: These characters are also converted when they are in index values which will be used for directory or file names. In addition, . becomes _td_ (only when it is the last trailing character in an index value) and space becomes _ts_ (space, only when it is the last trailer character in an index value).

Linked Data Definition

Click on the drop-down list beside Linked Data Definition to display the list of Data Definitions which can be used with the WebDAV Explorer view. Only Data Definitions which meet all the following requirements, are listed:

  • The Data Definition contains one or more fields which are both mandatory and must have their values entered manually.
  • The Data Definition contains no Document Boundaries or Transaction Boundaries.
  • The Data Definition has been Published.

Exposed History Levels

Displays the revisions which are currently selected. The documents which were stored with the selected revisions of the Data Definition can be retrieved from the configured logical folder.

The Exposed History levels can be changed by clicking the Edit levels button (see below).

Edit levels

Click to edit the configured Exposed History Levels for the selected Data Definition. The Data Definition Revision History window is displayed. See Table 42.

Note: When no Data Definition has been selected for the selected folder configuration, or when the selected Data Definition has one revision only, the Edit levels button is hidden. If the Data Definition has been revised, click the Refresh button to display the Edit levels button.

Mandatory Field Order

Displays the order of the mandatory fields. When the Data Definition level contains multiple mandatory fields, the contents of the last field is used as the file name. The contents of the other mandatory fields is used to name the sub-folders below the Unique Folder Name.

Reorder

Click to reorder the mandatory fields in the selected level of the Data Definition. See “Reorder Fieldsfor more information.

When you click the Edit levels button, the Revision History window is displayed.

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The Data Definition Revision History options are described in Table 42.

Table 42. Terminology: WebDAV Service Configuration Options: Data Definition Revision History

Term

Meaning

Tick box

A tick indicates the revision is selected and documents which were stored using this revision of the Data Definition will be available in the configured folder.

Multiple revisions can be selected if they have the same mandatory fields, with the same ids.

Revision

The revision number of the Data Definition.

Name

The name of the revision of the Data Definition.

Description

An (optional) description of the Data Definition.

Mandatory Fields

The name of each mandatory field and its id. In the example above, Revision 1 has two fields: File name with id 76 and Author with id 77.

Show Summary

Click to display the Data Definition Summary information for the highlighted revision.

The Data Definition Summary window (shown below) displays summary information about the selected Revision of the Data Definition. (Description, ID, Creation date, Last modified, Revision, Published, Full text, Category, Default Acceptance, Document Versioning Allowed and a list of fields.)

OK

Click to close the Revision History window.

Note: You cannot close the Revision History window unless one or more revisions have been selected

When you click the Show Summary button, the Data Definition Summary window is displayed for the currently highlighted revision.

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The Data Definition Summary options are described in Table 43.
Table 43. Terminology: WebDAV Service Configuration Options: Data Definition Summary

Term

Meaning

Data Definition Name

The name of the Data Definition is displayed in the border above the Description.

Description

An (optional) description of the Data Definition.

ID

The unique ID of the Data Definition. The ID is assigned automatically and cannot be changed.

Creation date

The date and time the Data Definition was first created.

Last modified

The date and time the Data Definition was last modified.

Revision

The revision number of the Data Definition whose summary is displayed. This is the revision which was highlighted in the Revision History window when the Show Summary button was clicked.

Published

Yes – this revision of the Data Definition has been Published.
No – this revision of the Data Definition has not yet been Published.

Full text

Yes – this revision of the Data Definition has the option Store content for full text searching selected. See “Store Content for Full Text Searchingfor more information.
No – this revision of the Data Definition has the option Store content for full text searching cleared.

Category

Shows the Category to which the Data Definition belongs, or None if it is not assigned to a Category.

Default Acceptance

Shows the Default Acceptance State of the Data Definition. See “Default Acceptance State” for more information.

Document Versioning Allowed

Yes – Document Versioning is enabled, enabling users to view the document History and Edit documents using the WebDAV file explorer (depending on configuration and permissions).
No – Document Versioning is not enabled.
See “Allow Document Versioning” for more information.

Order

Indicates the order in which the fields are displayed in the Data Definition.

Field Name

The name of the Data Definition field.

Type

The base field type (Text, Date and Time, Whole Number, Currency) or the Custom Field Type of the field.

Content Field

Yes – the index value is extracted automatically from the text or PDF document.
No – the index value is entered manually when the document is stored.

Index Level

Page – the field is a page-level field.
Document – the field is a document-level field.

Mandatory

Yes – the index value must be provided before the document can be stored.
No – the document can be stored without the index value being provided.

Revision

The revision number of the index field.

Last Modified

The date and time the index field was last modified.

CFT Revision

The revision number of the Custom Field Type when the Type is a Custom Field Type.

Stored Field

Yes – option Is Stored is selected. See “Is stored.
No – option Is Stored is cleared.

Close

Click to close the summary window.

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