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Opentext eDocs integration GUIDE

Step by step guide to integratie Opentext eDocs with Lexis® Create DMS

 

Integration Requirements

The OpenText eDOCS DMS is always hosted on-premise. This means that the server needs to be made available over the public internet to Lexis® Create DMS.

  • OpenText eDOCS version >= 23.X

    (The integration was thoroughly tested against 22.3)

  • eDOCS REST API Server must be installed

  • HTTPS is required. Ensure the following requirements are taken into account for the https certificate: 
    • Signed by a recognized certificate authority. The certificate chain must contain a root certificate from an established root CA (= Certificate Authority).
    • Ensure the full certificate chain is returned by your server. In most cases this translates to returning the following:
        • the server certificate
        • the intermediate CA certificate
        • and the root CA certificate
        You can use the following command to check the validity:
        openssl s_client -verify_return_error -connect <host>:<port>

        The eDOCS REST API Server instance must be exposed on a secure URL (Ex.: https://edocs-server.customer-name.com). A secure URL means that https must always be used, unsecured http is not allowed.

  • Strongly advised: To make the connection a bit more secure, customers can configure IP allowlisting on their instance. Please reach out to your CS contact to receive our outbound IP addresses.

 


  1. Adding a custom Henchman search form
  2. Enabling Henchman search form for Service Account
  3. Connect via Lexis® Create DMS Portal
  4. Deploy Word/Outlook Add-In

By following the above steps your OpenText eDocs will be integrated with Lexis® Create DMS.

 

If you experience issues/problems, please reach out to you CS contact.

If you want to learn more about our SSO setup, read this article.

 

Important: Please ensure that your DMS API endpoint is accessible on port 443, port 8443, or port 9443.