Add web parts
IBM FileNet Connector for SharePoint Web Parts installs custom web parts in your SharePoint library. IBM FileNet web parts are added to a SharePoint site page in the same manner as other web parts. This topic lists the basic steps for adding a web part or creating a search center page. See your SharePoint documentation for a full discussion of either option.
NOTE In order to properly set date fields, the IBM FileNet web parts require that the SharePoint time zone match the time zone set on the user's local system. The SharePoint time zone can be set for the entire site, for a specific subsite, or per user; use the method best suited for your site and users.
To add a web part to a page
- Launch SharePoint in a browser and log on as a user who can add web parts.
- Browse to the page where you want to add the web part.
- Click Site Actions.
- Click Edit Page from the drop-down menu.
- Click Add a Web Part.
- From the Miscellaneous section, select the IBM FileNet web part you want to add. The following table describes all IBM FileNet web parts; however, only the web parts that can be added are displayed in the Add Web Parts page. Click on the web part name below to see detailed information about the web part.
Web part name Description IBM FileNet Basic Search The IBM FileNet Basic Search web part provides access to the following three functions:
- Basic Search - provides the ability to search the repository based either on document titles or on document content and indexed properties. Content-Based Retrieval (CBR) must be enabled for the object store to search on document content and indexed properties.
- Advanced Search - provides detailed search features such as filtering on document types, options, and properties. To access these features, click Advanced Search.
- Advanced Search with Content-Based Retrieval (CBR) - provides the ability to search on document content. CBR must be enabled for the object store for this option to be available.
You only need to add the IBM FileNet Basic Search web part to access all search functionality.
You can enable IBM FileNet P8 search functionality to SharePoint users in the following two ways:
- As a web part on a page.
- As an IBM FileNet P8 Search Center page. See To create an IBM FileNet P8 Search Center Page for instructions.
IBM FileNet Browse The IBM FileNet Browse web part allows you to access and browse an IBM FileNet P8 object store, as designated in the settings.
You can enable the Browse web part to display in full page mode. See To display the IBM FileNet Browse web part in full-page mode for instructions.
IBM FileNet Checkout List The IBM FileNet Checkout List allows you to access the documents that you currently have checked out from all object stores in an IBM FileNet Content Engine domain. IBM FileNet Personal Inbox The Personal Inbox web part enables you to view and access your IBM FileNet P8 workflow task items from within the Microsoft SharePoint interface. The Personal Inbox web part shows you those task items that are assigned to you, and enables you to process them accordingly.
IBM FileNet Public Inbox The Public Inbox web part enables you to view and access shared IBM FileNet P8 workflow task items from within the Microsoft SharePoint interface. A public inbox is assigned to a group of people. Anyone in the group can work on a work item in a public inbox, or can move a work item from the public inbox to the personal inbox for processing.
IBM FileNet User Administration The IBM FileNet User Administration web part allows you to manage user profile database entries for IBM FileNet web part users.
NOTE This web part is available only if the IBM FileNet Credential Store was selected as the authentication method when IBM FileNet Connector for SharePoint Web Parts was installed.
- Click Add.
The current status of the web part, including any errors, displays under the web part title.
NOTE See Configure web parts for instructions on the additional steps required to configure the web part.
To create an IBM FileNet P8 Search Center Page
A Search Center Page is a top-level page that is available to all SharePoint site users via a tab located on the navigation bar. This feature is only available for Microsoft Office SharePoint Server installations.
Office SharePoint Server Publishing and Site Collection Features must be activated before you can create a Search center page. See your SharePoint documentation for more information.
- You can activate Office SharePoint Server Publishing in Site Features under Site Administration.
- You can activate Office SharePoint Server Standard Site Collection Features in Site collection features under Site Collection Administration.
- Launch SharePoint in a browser and log on as a user who can add web parts.
- Access the Home page and select Create Page from the Site Actions menu.
- Name the page and select (Welcome Page) IBM FileNet Search Center.
- Click Create. The new page opens in edit mode.
- Add the IBM FileNet Basic Search Web Part to the page.
To display the IBM FileNet Browse web part in full-page mode
You can configure the IBM FileNet Browse web part to display in full-page mode thus making it more fully integrated in the SharePoint page. This feature is only available for Microsoft Office SharePoint Server installations.
You must have at least Manage Lists permission in SharePoint to configure the Browse web part.
To configure the Browse web part to display in full-page mode:
- Ensure that the site publishing feature is enabled.
- Access the Home page and select Site Settings > Modify All Site Settings from the Site Actions menu.
- On the Site Settings page, click Site features in the Site Administration column.
- If the Office SharePoint Server Publishing feature is not active, click Activate.
- Click Back to return to the Site Settings page.
- Enable the IBM FileNet Page Layouts site collection feature.
- Click Site collection features in the Site Collection Administration column.
- If the IBM FileNet Page Layouts feature is not active, click Activate.
- Create the browse layout page.
- Access the Home page and select Create Page from the Site Actions menu.
- Name the page and select (Welcome Page) FileNet Browse Page.
- Click Create. The new page opens in edit mode.
- Add the IBM FileNet Browse web part to the new page.
- Click Edit Page > Add a Web Part from the Site Actions menu.
- In the Miscellaneous section, select IBM FileNet Browse.
- Click Add.
- Configure the Browse web part as required. See Configure web parts for more information.
NOTE For the Browse web part to display correctly, you must set the Chrome Type attribute to None. This attribute appears in the Appearance section of the edit panel.
- Click publish to make the web part page available to other users.
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