EShare

This topic describes how to configure the options of the EShare tab.

You can use the EShare functionality to configure EShare through a web service, database connection, or SaaS configuration and save the Process file in the centralized location. You can also use the feature to import and use the existing enterprise settings of EShare from a configuration file (.icf) to your computer.

To configure the options on the EShare tab

  1. In Process Runner, select Tools > Options. The Options window is displayed.
  2. On the Enterprise Settings > EShare tab, select Enable EShare. The options in the window are available.
  3. To import and use the existing EShare configuration, perform the following steps:
    1. Select Import Configuration Details. The EShare Config file dialog box is displayed.
    2. Browse and select the EShareConfig.icf file. The configuration information is automatically populated in the appropriate fields.
  4. To configure EShare, in Connection Type, select one of the following options: 
    • Select Connection Type > Service Configuration. Enter the following details and test the connection:
      • URL: Indicates the URL of the EShare instance.
      • Use default: Indicates the default credentials are used to connect EShare. The User Name and Password options are not available for this option.
      • User defined: Indicates that the domain user name and password that are used to connect EShare.

      Note: Ensure that you get the required details from your EShare administrator.

    • Select Connection Type > Database Configuration. Enter the following details and test the connection:
      • Database Server name or IP: Indicates the host name or IP address of the computer on which EShare is installed. Specify the port number if you do not use 1433 as a default value and a comma after the IP address or hostname. For example, specify 199.xx.yy.xxx, 11111.
      • Database Name: Indicates the name of the EShare database.
      • Authentication Mode: Indicates the authentication mode that must be used to connect to EShare. For SQL Server Authentication, user name and password are also required.
    • Select Connection Type > SaaS Configuration.
  5. To enforce case-sensitive user name comparison while logging in to the EShare server, select Case-sensitive windows user name comparison.
  6. Select Apply and then OK. The changes are saved.