Configure Token Vault Settings in eCopy ShareScan

This topic describes the fourth configuration task in the process of setting up eCopy ShareScan connectors, email watchers and the Notification service configured with Microsoft 365 or Google's Gmail SMTP Server to use modern authentication.

Perform this task in the eCopy ShareScan Administration Console after you have successfully

registered a Microsoft 365 / NetDocuments / iManage Work / Google application for Token Vault through the Microsoft Identity Platform (Azure Active Directory) admin center or on NetDocuments portal or in iManage Work Control Center or on the Google Cloud Platform Console portal
registered a Microsoft 365 or a NetDocuments or an iManage Work or a Google authorization provider in Token Vault, and,
authorized Token Vault in Microsoft 365 and/or NetDocuments and/or iManage work and/or Google.

Before you start configuring Token Vault Settings in the eCopy Administration Console, you must have the authorization Provider IDs ready for the connectors/email watchers of your choice and/or the Notification service. For details see Registering authorization providers in Token Vault.

To configure Token Vault settings in eCopy ShareScan, perform the following steps:

Open eCopy ShareScan Administration Console.
Go to Advanced > Tools, and select Token Vault Settings.
The Token Vault Settings dialog opens. Enter Token Vault connection settings information as follows:
- Protocol: Select the protocol configured for Token Vault site
- Server address: Enter the fully qualified name of the machine where Token Vault is deployed
- Port: Enter the port configured for Token Vault. This value must be the same as the port configured in the Token Vault appsettings.json configuration file as the value of
  - HttpsPort setting when Token Vault is configured with HTTPS, or
  - Port setting when Token Vault is configured with HTTP.
Click the Token Vault administration website link to test your Token Vault connection settings. The Token Vault site should open in your default browser.
Go to the Authorization Providers group and enter the Provider IDs in the Authorization Provider ID column for the eCopy connectors and/or email watchers and/or Notification service that you want to configure: Exchange, Fax via Exchange, NetDocuments, SharePoint, SMTP via LDAP, Worksite connectors, and/or Watch e-mail inbox via IMAP, Watch e-mail inbox via POP3, and/or Notification service. The Authorization Provider ID must be the same as the Provider ID generated by Token Vault when you created an authorization provider in Token Vault for these eCopy connectors/email watchers/Notification service.

The Authorization Provider ID entered in the Authorization Provider ID column for an eCopy connector is used by all profiles of that connector to use modern authentication, except if the Authorization Provider ID is configured as a connector profile setting under the Token Vault setting group on Setting pane.

Similarly, the Authorization Provider ID entered in the Authorization Provider ID column for POP3/IMAP email watchers (Watch e-mail inbox via POP3/Watch e-mail inbox via POP3) is used by all POP3 or IMAP email watcher to use modern authentication, except if the Authorization Provider ID is configured as an email watcher setting under the Token Vault setting group in watcher wizard.
Click the Save button to save Token Vault Settings.