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Document Management - Migrate link to files

  • 14 December 2022
  • 2 replies
  • 135 views

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 

2 replies

Mathias Dahl
Rank
Userlevel 7
Badge +31

For migrations or integrations like this we have developed a Premium API/projection called CreateAndImportDocument. It's a REST API like any of the projections in IFS Cloud and can be called using a variety of tools and languages. With the documentation we provide for the API and with some basic programming knowledge and knowledge about how to do REST calls, most programmers should be able to develop a program or even a simple script to migrate a large number of documents using that API.

/Mathias
A
Rank
Userlevel 2
Badge +7

Hi,

After investigation : 

  • SharePoint cannot be used as a IFS repo (for now)
  • There are 2 ways to use Sharepoint for Document management in IFS : 
    • Add the .url file that link to the document on Sharepoint to Docman
    • Create a custom field on Document Revision and place the sharing link into it

BR,

Pierre

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