Link the TotalAgility servers
See Linked servers.
-
Navigate to
.
The Linked servers page appears.
-
Click
New.
The New linked server configuration dialog box is displayed.
- Enter a unique Name for the integration site. The system identifies the linked server with this name.
-
In the
Current Server group, do
the following:
- Enter the URL for the Current (Web) server.
-
Enter the
Username and
Password for the
TotalAgility
user on the server.
On upgrading TotalAgility to 7.6.0, if any Linked Server configuration exists, you must reconfigure the current server and target server URLs to point to the Web Server.
-
In the
Target Server group, do
the following:
-
Enter a
URL for the Target
(Web) server. For example,
http://<servername>/TotalAgility.
The URL can target an on-premise, on-premise multi-tenancy or Azure server.
- Enter the Username and Password of the TotalAgility user on the target server.
-
Enter a
URL for the Target
(Web) server. For example,
http://<servername>/TotalAgility.
-
To validate the target server details and transfer documents from
the current to the target server, select
OneWay. (Default: Clear)
If this option is not selected, the current server is validated from the remote server and documents are transferred from the current to the target server and vice-versa.
-
To send statistics and KPI data to the target server, select
Send reporting data
(default: Clear). If you change this setting, you need to restart the Reporting
Server Service.
TotalAgility uses Kofax Reporting to collect and report statistics and KPI data across disparate TotalAgility sites. The reports are generated from a single reporting database where data across all TotalAgility sites resides.
-
To authenticate the user name and password stored in the
TotalAgility
Linked server against the Windows authentication on the target
server, select
Authenticate with Windows on
target. (Default: Clear. This means the user is only authenticated
against
TotalAgility
when moving document between the servers.)
If the authentication fails, the job is suspended.
-
Click
Save.
If the URL is incorrect or the user credentials are invalid, a message appears.
Kofax TotalAgility Installation Guide for more information.To connect TotalAgility from a public IP Address, configure Web.config. See the
Maintain a linked server
You can update or delete a linked server.
Update a linked server
-
Navigate to
.
A list of linked servers is displayed.
-
On the list, click the linked server to update.
The Edit linked server configuration dialog box is displayed.
- Make changes as needed.
- Click Save.
Delete a linked server
-
Navigate to
.
A list of linked servers is displayed.
- On the context menu for the folder to delete, click Delete.
- On confirmation, the linked server is deleted.
- Click Save.