Creating or modifying federations

Use these instructions to create a federation. Before you create a federation, obtain the user name and password of a superuser account in each repository.

All repositories in a federation must project to the same connection brokers. When you create a federation, Documentum Administrator updates the connection broker projection information in the server configuration object for each member repository. No manual configuration is necessary.

The repositories in a federation can run on different operating systems and database platforms. Repositories in a federation can have different server versions; however, the client running on the governing repository must be version-compatible with the member repository in order to connect to it.

For more information on federations, refer to the Distributed Configuration Guide.

To create or modify a federation:

  1. Navigate to Administration > Basic Configuration > Federation.

    The Federations list page appears.

  2. Do one of the following:

    • Select File > New > Federation to create a federation.

      The New Federation Configuration page appears.

      Select the governing repository of the new federation from the repository list and click Next. If you do not see a particular repository on the page, that repository is already a member of a federation.

    • Select the federation to modify and then select View > Properties > Info.

  3. Type the name and password of a user who has superuser privileges in the governing repository and click Next to access the New Federation Configuration - Info or page or the Federation Configuration Properties - Info page.

  4. Enter information for the federation, as described in Table 2.13.

  5. Ensure that all repositories project to the same connection brokers.

Table 2.13. Federation properties

Field

Description

Info tab

 

Name

Type the name of the new federation.

Make All Governing Repository Users & Groups Global

Select to make all users and groups in the governing repository global users and global groups.

Active

This option is available if you are modifying an existing federation. To change the status of an existing federation, select or clear the Active checkbox.

  

User Subtypes tab

 

Add

Click Add to add user subtypes.

If there are user subtypes in the repository, a list of user subtypes is displayed on the Choose a user subtype page. Select the user subtypes to propagated to member repositories.

  
Members tab 

Add

Click Add to add member repositories.

Select the repositories that you want to be member repositories and click Add.

Click Edit to edit a member repository. The Edit button will be available only after adding more than one repository.

To remove any member repositories from the Selected Items list, select them and then click Remove.

Name

The login name of a superuser account that is configured for the repository.

Password

The password of a superuser account this is configured for the repository.

Skip this member and continue authentication

Select this option if you want to skip entering the name and password at this time.