Configure the ERM Service

  1. From the Administration tab, click the Service Monitor tile. In the Services tree, go to doc-link ERM Service > Management > Service Configuration. The ERM Configuration screen will open.
  2. The Input Sources tab is visible when you first open the service configuration screen. This screen allows you to manage all the ERM input sources. Input sources are user-defined folders and ERM printers.
    1. All network printers available on the machine where the 'master' ERM service is installed will be available to configure as ERM input sources.
    2. Local printers will be available only when configuring an input source for the 'master' ERM service.
    3. When setting up a new DocLink system, the first ERM service started will automatically be designated as the 'master.'
  3. The Advanced tab is where additional ERM system options are configured. Use this tab to configure ERM folder locations and the archive schedule.

ERM

Add an Input Source

Edit an Input Source

Delete an Input Source

Advanced ERM Options