Manage a connection to a document center or a records center in SharePoint Server

Summary: How to connect a web application to a SharePoint Server 2016 and SharePoint 2013 document center or records center and how to modify and delete connections.

A connection is a path used for sending documents to a document center or a records center. The connection specifies the web application that documents will be sent from, the document center or records center that they will be sent to, and certain aspects of how the documents are sent. A records center is a site that is designed for records management.

Connections are created by a farm administrator in SharePoint Server. The farm administrator configures the connection to copy content, to move content, or to move the content and leave a link in the source site collection.

Note

The destination document or record center must already exist before you perform the procedures for this task. You also need the URL of the destination document or record center for the procedures in this article.

Create a connection

Use this procedure to create a connection to a document repository or a records center.

To create a connection

  1. To create a connection, you must be a member of the Farm Administrators group.

  2. On the SharePoint Central Administration website, in the General Application Settings section, in the External Service Connections section, select Configure Send To Connections.

  3. On the Configure Send To Connections page, in the Web Application field, select the web application that hosts the site collections from which documents will be sent.

  4. In the Tenant Settings section, select Allow sites to send to connections outside their tenancy if you want tenants on this farm to able to send content to other tenants on this farm.

  5. In the Send To Connections list, select New Connection.

  6. In the Display name field, type a name for this connection. This is the name that users will see as one of the options to which to send a document.

  7. In the Send to URL field, enter the URL to the Content Organizer for the destination site. (To find the correct URL go to the Site Settings page, in the Site Administration section, click Content Organizer Settings, and then look in the Submission Points section of the Content Organizer : Settings page of the destination repository.) Use Click here to test if you want to confirm that you have entered a URL to a Content Organizer.

  8. To display this connection in the list that appears when a user clicks Send To, select Allow manual submission from the Send To menu.

  9. In the Send To action list, select one of the following values:

    • Copy Select this option to create a copy of the document and send the copy to the destination repository.

    • Move Select this option to delete the document from its current location and move the document to the destination repository. Users will no longer be able to access the document from its original location.

    • Move and Leave a Link Select this option to delete the document from its current location, move it to the destination repository, and leave a link at the current location indicating that the document has been moved. When a user clicks this link, a page will appear that displays the URL of the document and the document's metadata.

  10. In the Explanation dialog box, type the information to be added to the audit log when the user sends a document by using this connection. If you selected Move and Leave a Link in the previous step, the page that appears when the user clicks the link will also display the explanation.

  11. Click Add Connection to create the connection, and then click OK when you are finished configuring connections.

Note

The Allow sites to send to connections outside their tenancy option applies to all site subscription connections in a web application, and is not used when you add, modify, or delete a single connection.

Modify a connection

Use this procedure to modify an existing connection to a document repository or a records center.

To modify a connection

  1. To modify a connection, you must be a member of the Farm Administrators group.

  2. On the Central Administration website, in the General Application Settings section, select Configure Send To Connections.

  3. On the Configure Send To Connections page, in the Web Application field, select the web application that contains the site collections that use this connection.

  4. In the Send To Connections list, select the connection that you want to modify.

  5. Modify any of the connection settings as described in the previous procedure.

  6. Click Update Connection to modify the connection, and then click OK when you are finished configuring connections.

Delete a connection

Use this procedure to delete an existing connection to a document repository or a records center.

To delete a connection

  1. To delete a connection, you must be a member of the Farm Administrators group.

  2. On the Central Administration website, in the General Application Settings section, select Configure Send To Connections.

  3. On the Configure Send To Connections page, in the Web Application field, select the web application that contains the site collections that use this connection.

  4. In the Send To Connections list, select the connection that you want to delete.

  5. Click Remove Connection to delete the connection, and then click OK when you are finished configuring connections.

See also

Concepts

Manage site collections in SharePoint Server

Other Resources

Manage site collections and global settings in the SharePoint admin center