Link the TotalAgility servers

  1. Navigate to Integration > Linked servers.

    The Linked servers page appears.

  2. Click New.

    The New linked server configuration dialog box is displayed.

  3. Enter a unique Name for the integration site. The system identifies the linked server with this name.
  4. In the Current server group, do the following:
    1. Enter the URL for the Current (Web) server.
    2. Enter the User name and Password for the TotalAgility user on the server.

      Note On upgrading TotalAgility to 7.8.0, if any Linked Server configuration exists, you must reconfigure the current server and target server URLs to point to the Web Server.

  5. In the Target server group, do the following:
    1. 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.

      • If the Allow all system setting is not enabled, you can only provide a whitelisted URL; otherwise, a message appears stating the connection is denied because the URL connection string is not whitelisted.

    2. Enter the User name and Password of the TotalAgility user on the target server.
  6. 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.

  7. 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.
    Note 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.
  8. 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.)
    Note If the authentication fails, the job is suspended.
  9. Click Save.

    If the URL is incorrect or the user credentials are invalid, a message appears.

    Note To connect TotalAgility from a public IP Address, configure Web.config. See the Kofax TotalAgility Installation Guide for more information.