Document Management (DocMan)

This will include questions related to document management.

  • 402 Topics
  • 1,800 Replies

402 Topics

G
Hero
GayanDHero
asked in Document Management (DocMan)

Object Connection Transformation - GL Voucher Header/Row - Error

Hi,I am trying to enable Object Connection Transformation for attachment in GL Voucher.And get this error while Updating GL. Does any one know how to setup this properly?ThanksGayan

1
Mathias Dahl
Superhero (Employee)
1 hour ago
S
Hero (Customer)
sholmesHero (Customer)
asked in Document Management (DocMan)

Apps9 Document Management Database table

Hello All,I’m hoping you can help me, looking at our ftp servers for document management there seems to have been duplication of files (this is around the time last year when we had server issues). Before I just go ahead and delete files from one server I want to check the database itself for these files to see where the database record is pointing to. Unfortunately I can’t seem to locate the table. Table edm_file is just showing the path not the repository address - any ideas on which table I need to check?Thanks Sarah

3
Mathias Dahl
Superhero (Employee)
2 hours ago
C
Do Gooder (Customer)
cbakerchmmDo Gooder (Customer)
asked in Document Management (DocMan)

Customer line item attachments, conditonally attached to report

IFS CloudI have Sales Part documents (PDFs) that are occasionally updated. We have been able to attach the Sales Part Document to the Customer Order Line Item.   I would like to send them to every customer that orders that sales part.  But I only want to send them once, the again if the documents change.I want to compare the Creation Date of the Sales Part Attachment to the Date the Customer on the Order last ordered the Sales Part.   If the Creation Date is Later than the Order Date, send the PDF Document with an Order Confirmation Report.How do I get the variables to make the comparison to include or exclude the PDF?Can this be in a Report Rule that would allow the test of all line items?  with multiple attachments?  

1
Mathias Dahl
Superhero (Employee)
2 hours ago
B
Do Gooder (Customer)
boteDo Gooder (Customer)
asked in Document Management (DocMan)

Invalid metadata for projection [Test] in odp-default-log

I created a test projection for investigation with 1 function and 1 action.The function work but when deployed the action. Both will give the ODP_ILLEGAL_STATE error.The action consists of a parameter Stream if I switch to parameter  Binary; there is no error. What cause it to have invalid metadata and how to fix?Also found a “Unsupported Operation Parameter Type STREAM” error in the log .I am using  parameter Stream to save doc attachment. Thanks IFS 10 update 13     

0
B
Do Gooder (Customer)
5 hours ago
C
Sidekick (Customer)
chajashSidekick (Customer)
asked in Document Management (DocMan)

Can a document be un-approved?

I have a user that mistakenly approved a document and would now like it unapproved. Is this possible or will he need to create a revision?We are currently Apps10 UPD14 

2
C
Sidekick (Customer)
7 hours ago
LindaK
Sidekick (Employee)
LindaKSidekick (Employee)
asked in Document Management (DocMan)

Aurena Agent and Error messages

Is there a list of error messages generated with or without the Aurena Agent. What error messages and what do they mean, and how to fix them.?One example we have is : Something went wrong when downloading, saving or opening the file using the Aurena Agent. Error message: Locked BrLinda

0
LindaK
Sidekick (Employee)
7 hours ago
S
Sidekick (Employee)
SasonoSidekick (Employee)
asked in Document Management (DocMan)

Document Structure - Latest Released Revision

Is there any way to have all documents in the document structure updated/transferred to the latest Released Revision automatically?Following setup is when document connected to an Object, do we have something similar for document Structure when it is not connected to any object in the application?Document Default Values: DB Column: KEEP_LAST_DOC_REV , Object : Document Reference ObjectLatest Released Revision (R): when a new Revision of the Document is Released, the Object Connection will be transferred to the latest Released Revision 

0
S
Sidekick (Employee)
9 hours ago
D
Do Gooder (Customer)
DanAndreDo Gooder (Customer)
asked in Document Management (DocMan)

Edit docs on mobile devices

DocMan in Aurena and IEE requires a Check out folder to handle view and edit of documents. How is this done on Iphone and Ipad? 

4
Mathias Dahl
Superhero (Employee)
5 days ago
J
Sidekick (Employee)
jamiSidekick (Employee)
asked in Document Management (DocMan)

Document Management Macros

I want to retrieve data from IFS database into a Word document, e.g. work order number and task number to which the document is connected. Document is stored to IFS docman and data should be fetched when document is opened for viewing.Is it possible to do the procedure with document macros?

5
Mathias Dahl
Superhero (Employee)
5 days ago
N
Do Gooder (Customer)
NicklasMadsenDo Gooder (Customer)
asked in Document Management (DocMan)

Granting document access on multiple documents

Hi Is there in IEE a way that a user might grant document access to multiple documents without having to open every single document individually?We would like to avoid PLSQL scripting, as the user who would give access do not have access to the database, but are only admins in the document management area.Is there a screen we cant find, or a IFS standard RMB or assistant which does this? We are on IFS10 upd.8Best Regards

6
Mathias Dahl
Superhero (Employee)
6 days ago
S
Do Gooder (Partner)
sood33Do Gooder (Partner)
asked in Document Management (DocMan)

Bulk Download of Attachments

Hi All - Does any one know the way to download the attachments from a particular screen in Bulk ?

3
Mathias Dahl
Superhero (Employee)
6 days ago
LindaK
Sidekick (Employee)
LindaKSidekick (Employee)
asked in Document Management (DocMan)

The message says that Aurena Agent has been successfully installed - But no Agent has been installed

Hi,This message appears when we open user settings. See attached picture.How do we solve this? I have tried to find a solution but can not find one that fits :-) /Linda

35
Mathias Dahl
Superhero (Employee)
6 days ago
D
Do Gooder (Partner)
DegottexDo Gooder (Partner)
asked in Document Management (DocMan)

Print Quotation in Word format (editable)

I need to be able to print the quotes in word format. In IFS standard, we can only print them in pdf format.Is it possible to generate the quotation form in word format with all the required information?

3
Mathias Dahl
Superhero (Employee)
6 days ago
A
Do Gooder (Partner)
anralkDo Gooder (Partner)
asked in Document Management (DocMan)

Convert filetype DOC and XLS in DOCMAN to DOCX and XLSX

Our customer is in APPS8 and they require to convert file type DOC and XLS in DOCMAN to DOCX and XLSX for existing documents. The reason why they want to change is that old file type could be a security risk and are sometimes blocked by Onedrive. Therefore, the customer thinks the only reliable solution is to convert file types to DOCX and XLSX.Is there a recommended mechanism/process to get this done? Appreciate any input.

8
Mathias Dahl
Superhero (Employee)
6 days ago
S
Do Gooder
spomushDo Gooder
asked in Document Management (DocMan)

Urgent request for help: Transfer of files from 9.7 to Cloud

We were having an issue moving the file system that contains all the documents (i.e. invoices, contracts, etc.) on 9.7 to Cloud.  Under 9.7, there are about 120 GB of files stored on a drive attached to the apps server: We need to move the data to another location (e.g. windows server or Azure file system) and attach to Cloud, or temporarily attach the currently used file system on 9.7 (i.e.  \\MLHAPP01-PROD.mlh.local\E$\IFS\DocMGMT\ ) to Cloud.  We’re having 2 issues: 1) attaching a Windows based file system to Cloud through the Linux middle tier.  We’re not having success figuring out the proper configuration.  2) What is the process for updating the meta data in Cloud so that it points at the new location? These issues need to be resolved ASAP as we’re going live on cloud later this week.

4
Mathias Dahl
Superhero (Employee)
6 days ago
S
Do Gooder
SasankaDo Gooder
asked in Document Management (DocMan)

Can not connect to DOCMAN after upgrading to IFS Cloud 22R1

HiWe've an issue with setting up DOCMAN file repository with shared option in IFS Cloud 22R1 Remote deployment.We're upgrading from IFS Applications 10 to IFS Cloud 22R1. Current IFS installation uses a windows file share as the primary DOCMAN repository. We'd like have a similar setup for IFS Cloud as well. But after doing required configuration, we’re still unable to connect to the created repository.We're getting the following error when attempting to attach a document.Repository Address SetupRepository setupWe noticed the below log entries in the Odata provider container when attaching files. However, we've tested the same network share with the same credentials in IFS Connect (File Reader) and it works with no issues. Therefore we can guarantee that the directory, username & the password are correctAny help is highly appreciated.Thank you

3
Mathias Dahl
Superhero (Employee)
6 days ago
EqeRobertK
Hero (Partner)
EqeRobertKHero (Partner)
asked in Document Management (DocMan)

Documentation for lightusers

Maybe it is better to paste my question in this community:  The challenge here is to make the document files in IFS available for persons who currently are not working in IFS. The sales representatives are not using IFS now, but they need to find the signed contracts (which are stored in IFS.This question is coming from a Customer who also works with Mobile Work Order. Maybe this can also be a solution. So set an equipment structure for the customers and connect documents to the equipment. So MWO will be used only to find any document, not for working with work orders.But the CRM Companion sounds more where is meant for!Thanks,Robert

1
M
Do Gooder (Employee)
11 days ago
C
Sidekick (Partner)
Christophe BUSSISidekick (Partner)
asked in Document Management (DocMan)

Document view access

Hi, on document revision form, it is possible to view document using a specific button. Which access rigths (projection) is necessary to have it ?If I add DOC_ADMINISTRATOR acces privilege, it works but it is “too much”. Best regards,Christophe

2
C
Sidekick (Partner)
14 days ago
N
Do Gooder (Customer)
NicklasMadsenDo Gooder (Customer)
asked in Document Management (DocMan)

Document Content Seach Domain - Possible to limit Doc Classes?

HiWe are looking into enabling text search on documents, and have looked at the document content search domain which would allow this. But enabling this search domain, gets it to start synchronizing all documents, of which we have millions. Is it possible to limit this to specific document classes? We are only interested in doing this for certain document classes. Doing it for all our documents at once also seems unfeasible, at the rate of syncronizing we see.Is this possible, or is it necessary to create a new search domain?We use IFS APP10 UPD8Best Regards

6
N
Do Gooder (Customer)
14 days ago
Technical Toby
Hero (Employee)
Technical TobyHero (Employee)
asked in Document Management (DocMan)

Attachments not working in IFS Cloud

Having an Upgrade von IFS Applications 8 to IFS Cloud we faced a strange occurence.During the first upgrades, there had been no issue displaying the attachments in the system. Now, for this environment, the attachments are just not working.Here you can see some details from the system in the current state.  Attachments not available  Documents are not available Trying to view a document results in an error   Error while downloading the file. Failed to connect to FTP ServerRepository is set to FTP     On DEV environment the repository address is a different one       And on DEV everything is working fine. Attachements are displayed without issues. It is not clear, why the attachements are not shown. Any idea regarding that? The documentation does not give a hint about this functionality.Addition to that: No attachments are working in the whole system. This is not connected to the object connections. Adding a screenshot of the pods as wellKind regardsTT  

2
Technical Toby
Hero (Employee)
15 days ago
Oliver Vornheder
Do Gooder (Partner)
Oliver VornhederDo Gooder (Partner)
asked in Document Management (DocMan)

Docman fulltext search

In Apps 10 we had a full text search in Docman which was initially served by the Search Domains functions. I can't find such a search in Cloud 21R1 anymore. Does this mean for Cloud 21R1 that there is no full text search anymore? What are the alternatives?GreetingsOliver

4
Mathias Dahl
Superhero (Employee)
18 days ago
T
Sidekick (Partner)
Timmermans RoelSidekick (Partner)
asked in Document Management (DocMan)

Upload e-mail from outlook into IFS - Edge/Chrome

Hi All, In order to upload an e-mail from outlook into IFS I have installed the IFS extension in my outlook aplication, set-up the correct URL and installed IFS Aurena agent. But am I correct that the IFS Aurena Agent only works as an extension on the Google Chrome Browser? (So your default browser must be set to Chrome). I’ve got it to work with chrome but when I set the default browser to Microsoft Edge it still gives me an error: Is there also a possibility to use Edge to do this or is chrome the only option here? Best RegardsRoel Timmermans

3
Mathias Dahl
Superhero (Employee)
18 days ago
A
Do Gooder (Partner)
ArcPierreLDo Gooder (Partner)
asked in Document Management (DocMan)

Document Management - Migrate link to files

Hello,  My customer wants to migrate to IFS documents revisions, with the file linked to it, for a high volumetry of documents (not possible manually).They have documents (PDF, xlsx, docx, ...) stored in an external server.What they want is to have for each document :a Document Revision created (all in the same Document class) the file which is stored in an external repository accessible in the “File ref.” tab, so that “View document” or “Edit document” features work with it. => Is it possible to recreate this without adding manually the file to IFS, for it to be saved in the destination repository ? Like only migrating the “link” to the file in the appropriate table ?=> If possible, would a SharePoint repository compatible with IFS document management ? Thanks, Pierre 

1
Mathias Dahl
Superhero (Employee)
18 days ago
DHCRADPA
Sidekick (Customer)
DHCRADPASidekick (Customer)
asked in Document Management (DocMan)

APPS10 UPD16 - Document management access issues after DOCMAN updates.

Hello, after UPD16 deployment, financial, projects and case attachments, are no longer in the “attachments” tab on their corresponding IFS objects. Is this a known problem and does anyone know what steps to take to remediate the issue?We also have problems with several projections which were updated. This can be solves by revoking and regranting the access to them. DOCMAN keeps the grants somewhere else, though. Can anyone help? Many thanks,paul.

6
DHCRADPA
Sidekick (Customer)
19 days ago
R
Do Gooder (Partner)
RudolphVDo Gooder (Partner)
asked in Document Management (DocMan)

Using HTML Document File Type to open URL

Does anyone know if it is possible to create a Document using a File Type of HTML, linkin it to an object and when you download and select it the imbedded URL is launched in a browser?

3
Mathias Dahl
Superhero (Employee)
19 days ago

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