Appendix: SharePoint Integration

You can configure Microsoft® SharePoint® Portal Server to access PolicyTech documents using either Federated Search or Page Viewer Web Part. Both methods provide a method for searching and accessing PolicyTech documents, but each has unique functionality, as shown in the table below.

Feature

Federated Search

Page Viewer Web Part

Search PolicyTech documents from within SharePoint

ü

ü

Access documents with All Users and Public security levels

ü

ü

Single search for both SharePoint and PolicyTech with results on the same web page

ü

 

Access documents with restricted security levels (specifically allowed users only)

 

ü

Go to the section for your preferred integration method:

Integrate via Federated Search

Integrate via Page Viewer Web Part