Who is this article for?

IT Administrators looking to configure DRS to access Documents.

Server and Internet Information Services (IIS) access is required.

The Document Retrieval Service (DRS) is a free optional add-on that can be installed on your server in order to gain immediate access to your document attachments.  

This article focuses on how to install and configure the tool.

1. Configuring authentication

DRS can be configured with a few different authentication methods. It's important that these compliment the authentication method configured in your Ideagen Quality Management system.

Example
If your Ideagen Quality Management system is using Ideagen Quality Management authentication then DRS cannot be configured to use Windows Prompted authentication. To confirm your authentication method please review your Settings and Defaults section of the Ideagen Quality Management Administration module.

1.1. Windows Prompted authentication

To configure Windows Prompted authentication:

1. Open Internet Information Services (IIS) Manager.
2. Expand Sites (in the Connections pane)
3. Find the QPulseDocumentService entry.
4. Open the Authentication module.
5. Enable Anonymous authentication and disable all other authentication methods.

1.2. Ideagen Quality Management authentication

To configure Ideagen Quality Management authentication:

1. Open Internet Information Services (IIS) Manager.
2. Expand Sites (in the Connections pane)
3. Find the QPulseDocumentService entry.
4. Open the Authentication module.
5. Enable Anonymous authentication and disable all other authentication methods.

1.3. Windows Automatic authentication

To configure Windows Automatic authentication:

1. Open Internet Information Services (IIS) Manager.
2. Expand Sites (in the Connections pane)
3. Find the QPulseDocumentService entry.
4. Open the Authentication module.
5. Enable ASP.NET Impersonation and Windows Authentication and disable all other authentication methods.

1.4. Pre-defined Ideagen Quality Management account

DRS can be configured to use a pre-defined Ideagen Quality Management user account.  If configured correctly, the user accessing Documents via DRS will not be asked for a username or password, and will instead be able to see all Documents available to the user account held in the configuration files.

To configure a pre-defined account:

1. Browse to the DRS installation directory.
   By default, this will be: C:\inetpub\wwwroot\qpulsedocumentservice.
2. Locate the web.config file. 
3. Backup this file to a safe place.
4. Open the original file in a plain text editor.
5. Search for AnonymousUser and AnonymousPassword.
6. Update each line with the Ideagen Quality Management username and password.
7. Search for the line <add key="Database" value="Default" />.
8. Change the value to the correct display name of your database (e.g. Live).
9. Save the file.

If the display name for the Ideagen Quality Management database is not “Default” then the Value for the “Database” parameter should be changed within the Application Settings list to match the display name of the Ideagen Quality Management database to be accessed from DRS.

2. Updating the database

The Document Retrieval Service will automatically point to the database with the display name of "Default". If you want to point the DRS to a different database (e.g. if your database is called "Live") you will need to update the configuration files.

To change the database:

1. Browse to the DRS installation directory.
   By default, this will be: C:\inetpub\wwwroot\qpulsedocumentservice.
2. Locate the web.config file. 
3. Backup this file to a safe place.
4. Open the original file in a plain text editor.
5. Search for the line <add key="Database" value="Default" />.
6. Change the value to the correct display name of your database (e.g. Live).
7. Save the file.

You can obtain the display name from the DBConnections.xml file located in your Ideagen Quality Management Server installation directory.

Further reading

• Configuring the Document Retrieval Service (DRS) to access multiple databases
• Upgrading the Document Retrieval Service (DRS)