Configuring Send to Connections
This section walks you through the configuration options of an external service connection in Central Administration and shows you how to connect to a site collection for the purpose of publishing a document.
Before you can use Send to Connections in a site collection, you must first configure the service in Central Administration. The connection is valid for an entire web application, but you must configure an entry to each site collection you want to connect to. In the following example, the destination site collection is http://portal.contoso.com/sites/ISO.
To begin configuration, browse to Central Administration, General Application Settings, External Service Connections, Configure Send to Connections. Always verify you are configuring the correct web application before continuing.
Configuring Site Subscription Settings
SharePoint Server 2013 allows for multitenancy and is primarily targeted at SharePoint Server hosting providers. This allows for isolation of hosted site collections, as well as the capability to consume service applications at the site collection level. This segmentation is known as a site subscription. Although most readers will not have their implementations configured in such a fashion because of the complexity involved, you can limit the ability of these tenants to create connections beyond their environment. If you do not have multitenancy configured, this option can be left as the default. If you do have multitenancy enabled, you must decide whether to allow connections between tenants. This decision is a business, process, and security decision.
Configuring the Content Organizer in the Destination Site
Before you can configure Central Administration for Send to Connections, you must first enable the Content Organizer feature in the destination site. The Content Organizer feature allows settings and rules to route inbound files to the site. Based on the defined settings and rules, the destination site will sort and route files to the appropriate library or even to other site collections.
Enable the Content Organizer in the Destination Site
To enable the Content Organizer in the destination site, do the following:
- Browse to the site you want files routed to.
- Select Settings, Site Settings.
- Under the Site Actions Grouping, select Manage Site Features.
- Activate the Content Organizer feature.
- Click Settings, Site Settings, Site Administration, configure Content Organizer Settings and Rules.
Configuring Multiple Send to Connections
You can configure multiple Send to Connections and even create multiple connections to the same site using different rules. If this is your first connection, just continue completing the form. If this is a subsequent connection, either choose New Connection or select one for editing. Note that you can select the Add Connection control if you want to configure multiple Send To Connections. This prevents the configuration screen from closing and allows you to immediately add another connection. Figure 2.24 shows an example of the Send to Connections configuration page while adding the http://portal.contoso.com/sites/ISO connection.
FIGURE 2.24 Highlight New Connection when creating a new Send to Connection.
Allowing Manual Submissions
A commonly configured option is to Allow Manual Submissions from the Send To menu, as shown in Figure 2.24. Selecting this option allows users to manually send to the destination site from the user menu in a library. If you do not select this option, you’ll have to use another mechanism, such as custom code or SharePoint Designer 2013, to enable the file transfer. If you select to allow manual submissions, the user experience is similar to that shown in Figure 2.25.
FIGURE 2.25 Select the Send To location from the Copies section of the document library ribbon.