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Document Management (DocMan)

This will include questions related to document management.

  • 1,009 Topics
  • 4,306 Replies
1009 Topics
LsyPawelZ
Sidekick (Partner)
LsyPawelZSidekick (Partner)
asked in Document Management (DocMan)
Migrate repositories using FsMigTool

When running the fsmigtool, I received the following message in the log:„Error: FS_MIG_TOOL_API is not deployed in the source database.”What could be the reason for this tool's behavior?

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L
Sidekick (Partner)
F
Sidekick (Partner)
FPayabSidekick (Partner)
asked in Document Management (DocMan)
Authorizer Signature on PO

how do we add authorizer (User) signature to the Purchase Order. is this possible to do without any customization? we are using IFS Cloud 24R2. Would appreciate any hints/help.

371
F
Sidekick (Partner)
D
Sidekick (Partner)
Daniel
asked in Document Management (DocMan)
Share mapping - DOCMAN

Hi1) Is it possible to assign separate directories to separate document classes on the SMB share? Currently we have the share \\Ifsc-mgt-cfg\DOC but e.g. when we wanted to assign another CLASS1 document class to the path \\Ifsc-mgt-cfg\DOC\CLASS1 (created directory on share) the file was saved in \\Ifsc-mgt-cfg\DOC - screen1, screen22) Files on SMB share are saved with random name (screen3). Where can we check or how can we check which file is the file assigned to a specific document revisionregards Daniel

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D
Hero (Employee)
K
Sidekick (Employee)
kibsdkSidekick (Employee)
asked in Document Management (DocMan)
Missing drag and drop in Create Document form

I am missting the drag and drop option when creating new documents in all of our nordic presales environment on 21R2 - running in Chrome. If I run in Edge it worksWondering if I am missing a setup somewhere - or if I am experiencing a bugMy Create New Document form looks like this in Chrome  and like this in Edge: 

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D
Hero (Employee)
S
Do Gooder (Customer)
sonerDo Gooder (Customer)
asked in Document Management (DocMan)
report designer for .rpl files

Hello , I have excel layout with .rpl extension ,is there any method to redesign this document and add some features. 

152
B
Do Gooder
ORFJAN
Sidekick (Customer)
ORFJANSidekick (Customer)
asked in Document Management (DocMan)
File Storage document repository with remote installation of IFS Cloud 21R2

Dear all,we are running IFS Cloud 21R2 as remote installation. Our IFS DB is growing and big portion of the volume are document attachments, therefore we would like to move them to a file storage service. We see “File Storage” option in document management repository, but we would like to confirmwhat “File Storage” services this option is supported with on remote installation, is it Azure File Storage or Azure Blob Storage or both? are there any prerequisites to make “File Storage” option working with Remote Installation?   can you pls. extend IFS documentation with more detailed information regarding the usage of “File Storage” and what storage services are exactly supported with remote installation of IFS Cloud? can you pls. extend IFS technical documentation with a configuration guide for the file storage repository?  is there any plan to support other file storage services with next releases of IFS Cloud?  Thanks Jan

60010
Mathias Dahl
Superhero (Employee)
bjover
Sidekick (Customer)
bjoverSidekick (Customer)
asked in Document Management (DocMan)
Docman Errors

Hello,We are on Cloud 24R2 with a remote installation. Our repositories are configured as shared, but when I try to attach a new doc to an object I get errors. When I try to view existing docs, I get failed to connect errors. What am I missing? Can someone point me in the right direction to resolve this?

160
bjover
Sidekick (Customer)
X
Sidekick (Partner)
XitAvinaKSidekick (Partner)
asked in Document Management (DocMan)
IFS Cloud: Attachment Tabs Visible Despite Insufficient Privileges

Hello,Has anyone experienced a similar issue in IFS Cloud, where even if the user doesn't have access to Map Position or Media, these tabs are still visible to them in attachments? However, when the user tries to access those tabs, they get an error regarding insufficient privileges.

100
X
Sidekick (Partner)
nu_fonka
Do Gooder (Partner)
nu_fonkaDo Gooder (Partner)
asked in Document Management (DocMan)
DOCMAN attach is 0 bite when download

HiI have configured DOCMAN to attach files via IFS Cloud using SMB filestorage. When testing the attachment, the file is successfully copied to the configured folder. However, when I try to download the file from the IFS interface, the downloaded file is 0 bytes and cannot be opened.Could you please advise how to check or troubleshoot this issue?

170
nu_fonka
Do Gooder (Partner)
J
Sidekick (Customer)
jdohertySidekick (Customer)
asked in Document Management (DocMan)
Configure attachment to only display in one tab

In Apps10, is it possible to configure an attachment (based up on the text that is in it’s title) to only be visible in one tab but not any others?I want to add an attachment to the Work Orders tab in Project Navigator but I don’t want this attachment visible in any other tab. It is a pdf but it has to only be visible in Work Orders if the name has “Checklist” in it.Is this possible?Thank you. 

312
J
Sidekick (Customer)
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Document Management (DocMan)
Invalid File Type - XLS or XLSX

 hi AllWe are getting this strange error when trying to upload files with the extension XLS or XLSX  File formats are already setup What could be the reason here? 

281
D
Do Gooder (Partner)
J
Sidekick (Customer)
JStackSidekick (Customer)
asked in Document Management (DocMan)
Export Attachments

Good Morning,  We are looking to export a large number of attachments from Customer Master records.  Is there an easy way to get this accomplished?  We are in Apps 10 at this point in time. Thank You

635
Mathias Dahl
Superhero (Employee)
Chamath Kuruppuarachchi
Hero (Partner)
Chamath KuruppuarachchiHero (Partner)
asked in Document Management (DocMan)
Docman Repository - File Storage in multiple locations

Hi Docman Team,I decided to create a new post, as it might make it too easy for others to find the correct answers through a simple search. Tried to find answers through existing posts but couldn't find any.Here is the context of my situation: I am currently working on an IFS Cloud implementation for a defence sector customer with operations across multiple countries. The IFS Cloud environment is hosted on-premise. Due to legal requirements, the defence customer must store documents within the respective countries where their operations are located.At the moment File storage only support one location and even though the use of FTP and SHARED repository types has been disabled by default. A system administrator can enable it by changing the value of the object property FTP_SHARED_OVERRIDE in the object LU Edm Location from DISABLED to FORCE_ENABLE_DEPRECATED_FEATURE.​@Mathias Dahl commented that the support for FTP and Shared repositories are not removed yet, and it will not remove it u

2005
D
Sidekick (Partner)
A
Do Gooder (Partner)
AsahiNickDo Gooder (Partner)
asked in Document Management (DocMan)
Can you define a Bookmarks Group as being a Users Start Page

We have a client where one Department (and it’s users) are responsible for managing several IFS “modules”, ideally when these users log into the system each day they need to have a screen that displays all of the system elements for the 3 modules they are responsible for. We’ve created 3 different lobbies for them, one for each module, but can only define 1 of them as being the start page.We can bookmark each of the 3 lobbies and then include them in a departmental bookmark group, but we can find no way of setting this bookmark group as being the Start Page.Is there any way of doing this without modifying the system?

171
R
Hero (Customer)
R
Do Gooder (Customer)
Rob VaesDo Gooder (Customer)
asked in Document Management (DocMan)
EdmFileSet returns with message "The fomat 'application/octet-stream' is not supported"

I have followed the tutorial described in “Upload document via CreateAndImportDocument.svc/EdmFileSet” but run into a problem using this in IFS10 together with Postman. I am able to create the documentURL but when I want to upload the file content the system responds with "The fomat 'application/octet-stream' is not supported" when the file is a PDF file and I have set the filename to the base64 equivalent. Does anyone knows why this happening? 

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R
Do Gooder (Customer)
S
Do Gooder (Employee)
Susanne ErikssonDo Gooder (Employee)
asked in Document Management (DocMan)
Navigate from a lobby to Document Folder Navigator and get it populated in expand mode

Does anyone know how to navigate from e.g. a lobby to Document Folder Navigator and get it populated in expand mode in the same way as when it’s opened from the navigator.? The navigation from the lobby populate it, but without the expand button.In the navigator it has Entry Type TREE. I've tried with parameters in the URL but hasn't managed.

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sanflk
Do Gooder (Employee)
AntonioInfoConsulting
Sidekick (Partner)
AntonioInfoConsultingSidekick (Partner)
asked in Document Management (DocMan)
IFS.ai CoPilot in 24R1

Hi All,For most of the questions I have placed on the Chat section of the IFS.ai Copilot in 24R1, the response I receive is :Sorry, there are connection issues, so I can't answer right now. Please try again later. Fro Demonstration purposes, is there a particular way to word the question to receive a response ?  

4425
K
Do Gooder (Employee)
Mathias Dahl
Superhero (Employee)
Mathias DahlSuperhero (Employee)
posted in Document Management (DocMan)
Digicert certificate expiration can cause problems with the Aurena Agent

This post is relevant for some customers that uses the Aurena Agent and where the IFS server has SSL/TLS certificates provided by Digicert.The problemWe recently got a report from a customer using the Aurena Agent that it stopped working. After some investigations by IFS Support it was concluded that the problem was due to a recent mass-expiration of SSL/TLS certificates provided by Digicert (it has been reported about for example here: https://www.bankinfosecurity.com/revoked-digicert-digital-certificates-27-yet-replaced-a-26032). This forced a new certificates to be installed on the IFS server, which in turn makes to the Aurena Agent refuse to execute any commands initiated from that server.BackgroundWhen the Aurena Agent installer is run, the URL to the IFS Cloud environment server needs to be provided. The installer downloads the certificate from the server and stored a "hash" (a sort of fingerprint) of the certificate on the user's PC. Later, whenever the Aurena Agent is used from

1854
Mathias Dahl
Superhero (Employee)
S
Hero (Customer)
SHAUN_KERSLAKEHero (Customer)
asked in Document Management (DocMan)
IFS Cloud - FTP to File Share - Change Docman Pointers

All,We are upgrading to IFS Cloud 23R2 (Remote) from Apps 10, where we have historically used FTP as a repository type. Since this is no longer supported, we are moving to File Share and use of a Windows share instead.We have manually moved the files from FTP to File Share.I am looking for guidance on what I need to do to change the "file pointer" in Docman as well as add some metadata used by File Storage please for all our existing documents?Does someone have a pre-existing script they would be willing to provide? Thanks in advanceShaun

92621
C
Do Gooder (Customer)
M
Do Gooder (Partner)
Momoka SakotaDo Gooder (Partner)
asked in Document Management (DocMan)
How to run FsMigTool.cmd.

When you run FsMigTool.cmd, the follow error log is output. I understand that I need to set the information in the red box in the error log (Docman options, APP9 DB connection information, IFS Cloud connection information).I would like to know how to set it up. IFS Cloud Version: 23.1.16

712
M
Do Gooder (Partner)
Mathias Dahl
Superhero (Employee)
Mathias DahlSuperhero (Employee)
posted in Document Management (DocMan)
Deprecation of the FTP and Shared repository types in Docman in 24R1 - a heads-up

Deprecation of the FTP and Shared repository types in Docman in 23R2 - a heads-up This post is only relevant for Remote customer installations. For managed cloud customers, FTP and Shared document repositories are NOT supported. This is a heads-up on IFS deprecating support for the FTP and Shared repository types in Docman in IFS Cloud 23R2, for complete removal in 24R1.If you have customers using these two repository types today, you should plan for migrating to Database or File Storage.If you are planning to implement this in Remote Deployment in IFS Cloud right now, you should reconsider, and use File Storage or Database.In Remote deployment, File Storage will still have support for local/external storage (outside the database) by supporting SMB/network shares. BACKGROUND Back in the day, Docman started out with support for "external" file storage via our support for FTP and Shared (folders) as the only repository types. Later, Database storage was added upon request from customers.

458976
W
Sidekick (Customer)
MIMLFULK
Hero (Customer)
MIMLFULKHero (Customer)
asked in Document Management (DocMan)
Document Class Restrictions

We are trying to restrict a certain document class that only users in a specific person group can upload using it. Others are set up to have view access to the document class but we only want 1 person group to be able to upload a document to this specific document class.

483
MIMLFULK
Hero (Customer)
C
Sidekick (Customer)
CaroleSidekick (Customer)
asked in Document Management (DocMan)
Document connection on custom LU - error on object details

Dear community, Is somenone already facing the error message “could not navigate to object details. No home page is defined for LU” when trying to navigate to the object detail from the document revision window.I specify that the LU is a custom LU and we are on IFS Cloud 23.2.9However, and conversely, from the object, there is no issue to navigate to the document revision.Thanks in advance for your help

170
C
Sidekick (Customer)
mkellythegreat
Do Gooder (Customer)
mkellythegreatDo Gooder (Customer)
asked in Document Management (DocMan)
Query Attachments (Document Revision) in SSRS

Hello, I am attempting to create a SSRS report that will query attachments (document revisions) connected to a Lot/Batch, and then add those attachments to the report. For example, search for a specific Lot/Batch number, find the attachment connected to it, and then attach that PDF to the results of the report. Is there an existing API that would support this process?

40
mkellythegreat
Do Gooder (Customer)
Dumeesha Wanigarathna
Superhero (Partner)
Dumeesha WanigarathnaSuperhero (Partner)
asked in Document Management (DocMan)
Transfer Documents from DB to Cloud File Storage for IFS Managed cloud customer

Hi ,I am studying how to move documents from Edm_File_Storage_Tab to cloud file storage in a managed cloud customer. IFS has provided a KBA article and I have referred Technical documentation as well as functional documentation. However they are not much informative about  how it should be done for managed cloud customer who has already upgraded and live.The KBA article from IFS Customer Service - Managing High Disk Usage by EDM_FILE_ STORAGE_TABIFS Tech documentation Cloud File Storage - Technical Documentation For IFS CloudDocumentation about Cloud Migration Tool - Cloud File Storage Migration Tool - Technical Documentation For IFS Cloud Can any one give me exact steps. My questions after reading above materials.1.0 Will the below step create a cloud file storage in managed cloud ?2.0 Can we use Cloud File Storage Migration Tool after go live. Or is it a tool which only can be used during the upgrade phase. Should we use this tool or any other way as below3.0 Can we use  Cloud File S

1752
O
Hero (Partner)

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