Document Management (DocMan)

This will include questions related to document management.

  • 708 Topics
  • 3,180 Replies

708 Topics

M
Sidekick (Customer)
MickDSidekick (Customer)
asked in Document Management (DocMan)

FTP - Move documents

Hi,Replicating a question i raised approx 10 months ago regarding moving the DOCMAN repository to a new location after out FTP server crashed… well the one 10 months ago we were able to fix and get FTP up and running again so wasn’t a big issue.. now our other FTP server has died and now we need to move all the repositories to the new server..I’ve raised a case with IFS but all they did was to point me to my post from 10 months ago!!I’ve created the new FTP server, created the repository and user.I’ve created the repository to the new FTP server and the correct path and set it to Generating.. I tested this and i can create new documents to the new location…When i try to view existing documents that were created using the old FTP server i get an error stating the FTP server can’t be found..if I run the debug console when viewing the document it does appear to be still looking at the old location for the file…Is there something else i need to do to get this working?@durette @Mathias Dahl

6
Mathias Dahl
Superhero (Employee)
2 years ago
ZTC ZTC JGOTA
Hero (Customer)
ZTC ZTC JGOTAHero (Customer)
asked in Document Management (DocMan)

What is the difference between "Object Connection Transformations" and Document Revision => Tab "Object"

Hello Community, What is the difference between the Objects tab in the Document Revision (fig1) and “Object Connection Transformations” using the service name “DocReferenceObject” (fig2) ?fig1fig 2 

3
Mathias Dahl
Superhero (Employee)
2 years ago
I
Do Gooder (Partner)
idcaidaalDo Gooder (Partner)
asked in Document Management (DocMan)

Open *.JPG file in Document Attachement

Hi,I can not open File attached as *.JPG. as it complains about not any application associate with it, though  mspaint.exe has already been associated.Only way to view it is to assign  “Mspaint.exe” as” External viewer Application”  and then open the file with external viewer app. is there any other solution for this?  Kind Regards,Aida.

1
Mathias Dahl
Superhero (Employee)
2 years ago
N
Hero (Customer)
NMALKIHero (Customer)
asked in Document Management (DocMan)

search inside the body document

Hi Heroes,Just wondering is it possible to do a search for a word /expression inside the document body itself not just by document title ? Thanks Nadine

2
N
Hero (Customer)
2 years ago
ZTC ZTC JGOTA
Hero (Customer)
ZTC ZTC JGOTAHero (Customer)
asked in Document Management (DocMan)

Enable document between Sales Part and Sales Quotation

Hello IFS Community, When a document had been attached in the Sales Part, it got reflected in the Customer Order - Order Lines.See the following Screenshot for more details.  How could I enable the same functionality from the above screenshot but from Sales Part to Sales Quotation - Quotation Lines Tab? See the following screenshot for more details.   Thanks,JL

12
PRODQ
Hero (Customer)
2 years ago
R
Hero (Customer)
ronhuHero (Customer)
asked in Document Management (DocMan)

JS/VB script auto create PDF when office docx checked in

Community, wondering who can share the Java or VB script that could auto create PDF when Microsoft office document, e.g. DOCX are checked in. Thank you in advance.

3
Mathias Dahl
Superhero (Employee)
2 years ago
matt.watters
Superhero (Partner)
matt.wattersSuperhero (Partner)
asked in Document Management (DocMan)

Editable setting in Object Connection Transformations

I am looking for a better explanation of the settings for ‘Editable’ in Object Connection Transformations than what is provided in the F1 Help for Service Name = DocReferenceObject. Some examples would be beneficial also.Scenario: I have a Source LU ‘A’ and a Target LU ‘B’. I connect a document revision to source LU ‘A’.For each of the three possible values for ‘Editable’ (Source, Target, None):What am I able to do with documents at the Source, i.e., connect additional documents, detach documents, etc., and what effect does this have at the Target? What am I not able to do with documents at the Source? What am I able to do with documents at the Target, and what effect does this have at the Source? What am I not able to do with documents at the Target?My reason for asking this is the documentation provided on this attribute is provided below, with my additions entered in parentheses.None - This indicates that the inherited object connection is read only and no new connections can be mad

3
Thushitha Chandrasiri
Superhero (Partner)
2 years ago
S
Do Gooder (Customer)
SACHAMX
asked in Document Management (DocMan)

Replication - Synch existing doc SAT to HUB

Hi there,In the context of the replication of documents, I am curious to understand how we could import existing documentation to IFS SAT (vessel) to avoid connectivity issue and resynch with IFS HUB (central)?Would it have an impact on the ongoing companies in production? Is there any import wizard? Thanks in advance for your help,Kr,

2
S
Do Gooder (Customer)
2 years ago
D
Sidekick (Employee)
Dhananji KarunaratneSidekick (Employee)
asked in Document Management (DocMan)

Default object access levels and Restricted access

Hi,I had the previous understanding on default object access levels setting as follows.“Setting Default Object Access Levels is another way of granting permission to the users who are not under "Persons and Groups of a document class with restrictions.For example if User B is not under persons and groups of the document class X but is connected to the object type Project Y, where User A has attached a document from document class X, then what type of access the User B will have on the document attached by user A.So, setting a default object access level will  depend on your requirement for the connected users to an object to access the document and levels of access. (Admin, Edit and View) Ex: Admin Access = "If this check box is selected, this will be the maximum allowed access given to a user with access to an object belonging to the corresponding object type, when this object is connected to a document of the corresponding document class." However when I tested the following scenario

5
Mathias Dahl
Superhero (Employee)
2 years ago
N
Sidekick (Partner)
nimesh
asked in Document Management (DocMan)

Document Macro script

Hi,Is it possible to have document macro to execute when check-in files in pdf format add a blank page to the first page of the document Or something like, count number of rows and update that in a custom table?Also looking for a solution to convert word file into pdf and view using macro. If anyone came across would be appreciate if you can share the macro script you tried.ThanksNimesh

1
Mathias Dahl
Superhero (Employee)
2 years ago
M
Do Gooder
Manisha ReddyDo Gooder
asked in Document Management (DocMan)

Error while opening attachments - 'Object reference not set to an instance of an object.'

Hi,When attempting to open the certificate under attachments in Customer Order it is throwing me the below error. Can you please help me with the resolution. Thanks in advance 

2
Mathias Dahl
Superhero (Employee)
2 years ago
S
Hero (Customer)
SHAUN_KERSLAKEHero (Customer)
asked in Document Management (DocMan)

IFS Document Management Setup

HiWe are working on setting up a new FTP server for IFS Apps 10 Document Management but looking for guidance on the setup/config requirements for the server.if there is a document that can be shared even better, as the IFS help files don’t go into this level of detail. Some questions below:Does IFS support using an SMB share from windows? If yes, are there any steps we need to take to ensure this works correctly? If the answer to the above is no. Does the FTP Server have to be hosted on Linux or can it be on windows? Does IFS communicate via SFTP or just FTP? Can the FTP server be ring-fenced in terms of network so only the IFS server can access it? Reducing any security concerns for that server. If FTP is required, are there any 3rd party FTP services that are unsupported, for example, winscp or filezilla? Thanks in advanceShaun

2
Mathias Dahl
Superhero (Employee)
2 years ago
A
Do Gooder (Partner)
AddJonasSDo Gooder (Partner)
asked in Document Management (DocMan)

E-mail handling in IFS Applications 10

I have a client with extensive requirements on handling emails in IFS Applications 10. The requirements can be divided in two separate things;Storing emails as .msg documents connected to specific objects in IFS. Viewing the emails in an efficient way from the IFS entity the emails is connected to.Requirement 1 above can be handled good enough but we face some challenges with the second requirement.What the customer would like to do is to toggle between the connected emails and see a preview of the email content.Have anyone came across a solution to this issue, a brilliant configuration, great third party tool or any other creative way of handling this?The client is running IFS Aurena in IFS Applications 10.

1
Mathias Dahl
Superhero (Employee)
2 years ago
O
Sidekick (Partner)
Olivier MaillardSidekick (Partner)
asked in Document Management (DocMan)

checks at upload: security, duplicates

Hello,are there any ways to perfom some checks to maintain the safety and quality of DMS content?security related: make sure that before saving a document into the database, it’s free of any virus and any malicious content quality related: when there are many documents, it can be complex for users to check if the document they upload already exists and could be connected, or should be created. It’s far more quick and easy to upload the document. Are there any embedded features to search for potential candidates? There are DMS engines performing this kind of check. Thanks

2
O
Sidekick (Partner)
2 years ago
M
Sidekick (Customer)
mlcscottonnSidekick (Customer)
asked in Document Management (DocMan)

Document Object Connections - Aurena

When you select a file under Document Object connections in Aurena and click on File Operations > Print Document I get the following error.  Does anyone know why this is?

2
Jonas Feigl
Hero (Employee)
2 years ago
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Document Management (DocMan)

Document Migration from Sharepoint to IFS

Hi AllHave any users in this forum got experience on Migrating a set of documents from Sharepoint to IFS? How did you carry out the migration? What were the challenges you faced in terms of document size, disc space, IFS performance etc? Any reflections on the lessons learnt would be great. Our goal is to close down sharepoint and utilize IFS only.  Thanks,Asela

5
Mathias Dahl
Superhero (Employee)
2 years ago
R
Do Gooder (Customer)
READ5356Do Gooder (Customer)
asked in Document Management (DocMan)

IFS Apps 9 shuts down when attaching a doc

HiUsers seem to be experiencing an intermittent issue recently where they try to attach a document via the file explorer and it immediately shuts down the IFS session.When we try again later it seems to work fine.Any ideas what might be causing this? Thank you

2
T
Hero (Former Employee)
2 years ago
D
Do Gooder (Customer)
dkjensenDo Gooder (Customer)
asked in Document Management (DocMan)

Where can I find documentation on setting up Document Management Repository as a shared file location

i am looking for documentation on setting up repositories in a shared file location for Document Management.

3
Mathias Dahl
Superhero (Employee)
2 years ago
C
Superhero (Customer)
cjohnsonSuperhero (Customer)
asked in Document Management (DocMan)

Error message rejecting approval

Hello, I am seeing an issue where a user cannot reject an approval routing step. They receive a message stating that Foundation 1 user does not exist. The message is referencing their email address. There are no event actions tied to this, so I am not sure what is creating this error. He is able to Approve without issue. Any guidance would be appreciated! 

6
C
Superhero (Customer)
2 years ago
M
Sidekick (Customer)
m.arifSidekick (Customer)
asked in Document Management (DocMan)

Transfer documents to different location

We recently upgraded our IFS from apps 9 to 10 , there is one issue we are struggling with. We have document attached to different transaction stored in file repository of file server. the problem is we have to give them back all the permissions again in new environment. Is there a easy to transfer their location from external file system to db location.

3
Mathias Dahl
Superhero (Employee)
2 years ago
R
Do Gooder (Employee)
Robert ÖbergDo Gooder (Employee)
asked in Document Management (DocMan)

3D models Xref in Document Management

HiIs it possible to store 3D models Xrefs in Docman using Document structures?

2
xeam-eran
Do Gooder (Customer)
2 years ago
P
Sidekick (Customer)
PD.Ryan.KerrSidekick (Customer)
asked in Document Management (DocMan)

Approval Routing - Rejection: Deadlock Error

Morning all,I’ve recently had a request to delete subsequent approvals if a specific approval has been rejected. e.g. below: If the PROC REVIEW Request is rejected then the 3 approvals below would be deleted.I’ve managed to create a custom event as per below, which executes a package to handle the removal:SQL Package:   PROCEDURE Remove_Supplier_Approvals(i_Key_Ref VARCHAR2) ISPRAGMA AUTONOMOUS_TRANSACTION;   -- p0 -> __lsResult   p0_ VARCHAR2(32000) := NULL;   -- p4 -> __sAction   p4_ VARCHAR2(32000) := 'DO';   /*Created by RK to automatically remove values from the approvals screen*/   cursor GET_DATA ISSelect distinctOBJID,OBJVERSION from approval_routingwhere LU_NAME = 'SupplierInfoGeneral'and KEY_REF = i_Key_Refand description in ('Supp Reactivation - Acc Payable Review','Supp Reactivation - Procurement Confirm','Supp Reactivation - Reactivate Account')and APPROVAL_STATUS is null;BEGIN    --IFSAPP.Language_SYS.Set_Language('gb'); -- This requires logged in user to have privi

3
Mathias Dahl
Superhero (Employee)
2 years ago
Vernon Anderson
Sidekick (Employee)
Vernon AndersonSidekick (Employee)
asked in Document Management (DocMan)

Several Document Related Questions

A customer has asked me about several things in Document management:Has anyone written a script wherein you can: Mass set the document retention or removal dates  Remove all documents of a certain class that is selectable by a document class and document number range Do a mass change of document class on document revisions and have the documents selected by a document class and document number range Import documents or add documents into Document Management from a SharePoint or a Teams site Any best practices for document class development.  What have you seen work in your experiences?Thanks!

1
Mathias Dahl
Superhero (Employee)
2 years ago
P
Sidekick (Customer)
PD.Ryan.KerrSidekick (Customer)
asked in Document Management (DocMan)

Apps 9 - Approval Creator

Afternoon, Has anyone ever found a location for the Approval Creator? Basically, what I’m attempting to create using a custom event is to email the creator of the approval process if the approval line is ‘Approved’ I’ve checked some of the views such as Approval_current_step and Approval_Routing and neither of these have the creator of the approval process. Any ideas? Kind regards,Ryan

9
S
Superhero (Customer)
2 years ago
A
Sidekick
Amitesh_IFSSidekick
asked in Document Management (DocMan)

user specific restriction on characteristic tab in attachment section

Can we restrict the characteristic tab as shown below based on view/edit permission to user ?for ex - we want only certain people to Edit this characteristic tab section and  some to just view access(readonly grant).If yes please help how we can achieve this ? Appreciate and thanks in advance for the answers . :)  

4
A
Sidekick
2 years ago

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