Document Management (DocMan)

We have a customer who are upgrading from IFS APPS 8  to IFS Cloud and would like to move their Documents (2TB worth of data) from their external storage into the IFS Cloud FS.The challenge for us is how do we make these documents accessible to MPX in IFS Cloud (Application) where the documents are stored in Azure BLOBS that are only accessible via the application with no direct access routes.  We need an effective way of migrating/importing the documents from the FTP into the storage ( via the application) or any other way. This is critical to the upgrade so will need to be done. After investigating and checking other community posts , we’ve received the following suggestion, which answers how to migrate the Documents but would not be acceptable to the customer given the size of the DB. We have a migration tool for copying data from an Apps 8/9/10 database to IFS Cloud File Storage ("FS"). It's documented here: https://docs.ifs.com/techdocs/23r1/020_lifecycle/100_file_storage_service/

We’re currently upgrading, and for DocMan, we’d like to move away from FTP and start using SMB. Our new application on version 22R1SU3 isn’t working with DocMan over a UNC share. We’re a Windows shop, and we have our Linux middleware segregated off into its own network so we can properly treat it like a black box. What port do we need to open for the middleware to talk to the file server? Is it enough to just open 445? I used telnet to confirm the middleware host can see port 445 on the file server. Can I do any further checking to see if the containers can see the port? From EDM Basic, I tried the hostname and the IP address, and neither worked, but nevertheless, is there a way to confirm DNS is working? I would much prefer to use human-readable hostnames. For a UNC path, can you confirm which //direction \\the //slashes \\ought //to \\go? The username is on our domain. What should the format look like, e.g. acme.com\coyote or coyote@acme.com? Are there restrictions on the characters

If a user wants to view a document, the following message box is shown:Is there an option somewhere to change the default on this message box without coding? So Name Files Using will default have the Original File Name ticked iso Document Title an Name?

Would it be possible to setup interface between MS Teams and IFS.Documents shared in Teams will be uploaded into Document management in IFS, connect to project.

Hi, Why are there both VIEW and ORIGINAL on the pdf? "Create Documents" only creates an ORIGINAL file. "Document revision" creates both files. These are two pointers to the same file. Why do we sometimes have to have two? When only one original file shows up, is it an error? Or is it a bug when there are two? BrLinda  

Hello! We received an error when trying to view attachments under a project activity which I have not seen before and I am unsure how to resolve. Please see below:  When I run the debug console for this I get the below error which I also do not fully understand:  Any help or advice would be greatly appreciated! Thanks!

how to Create new document with local file by PLSQL? like create new document revision>click check in>select local file and open.

Hi , we read all IFS related document , but only found brief describe of what Aurena Agent can do:“Areas which are enhanced by the Aurena Agent are Document Management, Printing, HCM, and Manufacturing.” actually, we know the enchance for “Document Management”,  “Printing” -opening files with the associated application -printing directly to a local printer so, what’s the enchance for Manufacturing and HCM? (especially for Manufacturing) 

When adding many attachments in Posting Proposals to an invoice we get this message.“Too many documents to transfer to overview page. Showing a limited list.”Is there a way to configure this so we can see all attachments added to the invoice?  

Is there a maximum number for attachments that can be displayed on the various screens in Aurena?We have numerous records that have 20+ attachments, but only 20 will show on screen.  They have to drill down into Document Revisions to view all of them. The attached screen shot shows a shipment with 56 attachments, but only 20 thumbnails are displayed.

Hi I have an issue where I am unable to edit the documents in 22R2. I have installed Aurena Agent and using Chrome Browser.after creating a new document from a sales quotation , when i clic on “edit” button” the system tell me “checkout succefully” but the document does not open and the macro are not running.Could anyone please help If I am missing something here configure to have this function work seamlessly. Thanks in advanceEmmanuel

Hi All,We are trying to transfer files from a shared location to the db default repository.When the action is performed online, the transfer excutes correctly without any errors, but when it is executed in the background following error occurs.Appreciate if anyone can share any ideas as to why only the background job fails and any ways to correct it. Thank you in advance.\Nija

Hello, I want to transmit documents on an FTP via the transmittal document module,can you tell me the settings please Franck 

In the Cloud application, is there a way to search Sales Parts by Attachment Count?  

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 

Hi,How can we open windows folder explorer in viewing mode for a given path  in IEE client? What is the framework message to be used?Thanks!

although the wordview macro is built with the macro block “Send msgbox” when launching the Word viewer the system opens the pdf instead of displaying the msg?does anyone have an idea of what is wrong, please?Thanks / BR

In IFS Cloud, We want to use a DMS and not store the documents in the IFS data base.We have large documents like .STEP, .IGEST, .DXF, ....We want to share documents in a secure way with external contacts.Is there a tool integrated in IFS that can do the job or should we use a tool external to IFS? If the tool is external which tool can you advise us. 

Community, in IFS, wondering where I could have a report or window to show the object approval status - either approval in progress or fully approved?we are in APP10, UPD9. Thank you. 

Dear IFS CommunityI would like to know if there is any way to automatize the process of starting an approval of a document set as “Preliminary” (first image below) when an approval template has been identified in “Document class management” (second image below). Is there any standard management or someone has already implemented a custom event about it?  Best regards,  Laura

HiIs it possible to create and check in a document in a RMB in IEE? The document should be created based on the document class template, and if possible have some information prefilled?Therefore: Is it possible to create and check in a document in a RMB in IEE?If yes Is it possible for the document to be base on a template?If yesIs it possible for information to be prefilled?We have been considering this from the perspective of using PLSQL in a RMB, but we are also open to other solutions.We are on IFSAPP 10.8Best Regards Nicklas

Dear IFS community, I would like to know if there is any way to automatize the document approval once all steps have been approved as on the image below?Is there any standard management or someone has already implemented a custom event about it? Best regards, Laura

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     

The first time a customer orders one of our products, we need to send them a Document that is attached to that Sales Part.  I Wrote an advanced search that Looks Like what I need but it does not do the Lead Lag Functionality Is this a limitation or is my format incorrect? 

Hello Everyone :) My customer wants to attach documents onto the Project Activity Demand Line, so that when they create a Purchase Req from this line in the project, the attachment is then pulled through. I have tried using the Source LU Name of ProjectMiscProcurement and Target LU Name of PurchaseReqLinePart but am unable to see the attachment pull through- any advice? Thank you. Kind RegardsAisha