OpenText Connector

Virgo connects with OpenText Content Server, an enterprise content management tool (ECM). The OpenText Connector is a custom implementation that helps ensure that Virgo retention policies are consistently and automatically applied to OpenText files. The OpenText Connector automatically synchronizes Virgo retention information with OpenText Content Server to create and update classifications.

NOTE: The OpenText Connector synchronizes a Virgo record series' Code, Name, Description, and Retention to create and update OpenText classifications. For example, a record series' Code populates the Record Series Identifier (RSI) in an OpenText Content Server classification.

The OpenText Connector also supports better retention approvals. You can use Virgo information owners as approvers within OpenText Content Server. And approvals can be at the classification level.

bookmarks This Help topic includes the following sections:

  1. Support enables and configures the OpenText Connector for your organization.

  2. Virgo maintains retention policies.

  3. Virgo synchronizes retention information with OpenText Content Server.

  4. OpenText Content Server creates and updates classifications.

  5. Virgo retention policies cover OpenText files.

  6. You publish new and updated Virgo retention policies to the OpenText Content Server, which updates the classifications.

Features

The OpenText Connector features vary by implementation and depend on your OpenText Connector permissions but here are some common features.

  1. In OpenText Content Server review the classification information.

  2. Select the menu for the classification.

  3. Click View from Virgo.

  4. In Virgo review the record series' Code, Name, Description, and Retention.

Because Virgo maintains the policy information, update any incorrect information in Virgo.

  1. In OpenText Content Server review the classification information.

  2. Select the menu for the classification.

  3. Click View from Virgo.

  4. In Virgo review the record series' Code, Name, Description, and Retention.

  5. Click in the field to update.

  6. Enter the new information and then click Save. The updates will be applied to OpenText Content Server in the next scheduled synchronization.

You can perform a synchronization before the next scheduled synchronization.

  1. In OpenText Content Server select the functions menu for a classification.

  2. Click Synchronize from Virgo. OpenText Content Server connects to Virgo and gets the latest data. This may take a few seconds.

  3. In OpenText Content Server wait for the screen to refresh or click More to view the results. Any updates display in green.

  4. Click Return and review the audit information. Events performed by the OpenText Connector display Synchronized from Virgo.

  • In OpenText Content Server select the Audit tab for a classification. Events performed by the OpenText Connector display Synchronized from Virgo.