You can set up a Secure Store Service application once a Secure Store Service service is installed and configured.
To set up a Secure Store Service application:
- Open SharePoint Central Administration.
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Under Application Management, click Manage Service Applications.
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Click Secure Store Service.
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Click the Edit tab to expose the ribbon contents.
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Click New from the ribbon.
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Complete the Target Application Settings, as shown in the following example:
- Click Next.
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The next steps depend on whether you are using an institutional database.
For non-institutional databases, create two fields:
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A user name field with a Field Type of User Name. This field is used for the OnBase user name.
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A password field with a Field Type of Password. This field is used for the OnBase password.
For institutional databases(Layer 2 or Layer 3), create three fields:
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A user code field with a Field Type of PIN. This field is used for the OnBase user code.
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A password field with a Field Type of Password. This field is used for the OnBase password.
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An institution field with a Field Type of Key. This field is used to specify the institution.
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- Click Next.
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Define your Target Application Administrators.
- Click OK. The application is created.
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To map SharePoint accounts to OnBase accounts, continue to the following procedure: Mapping Accounts.
Otherwise, go to Configuring Web Parts for the Secure Store Service.