Document Management (DocMan)

For those who use IFSPlease let me know if you know of any.I need to examine the security of my network.I am trying to save files in a shared folder using an IFS attachment.The only user who can access the shared folder is the user group "everyone". However, "everyone" in the user group can access the folder by all user.I want to restrict access to specific users. Therefore, I want to specify a user or a user group( that contains users with permissions).I do not know which user to specify.In the following environment, is the user to be set for the shared folder the Windows login user of the client?Or is it the Windows login user of the application server?Which user is used when the IFS attachment function is accessed?  

Need your help on a mistery !When uploading a document in IFS (V8), many users get the below message informing that they must have edit access in order to write the file. The users have edit and view access on the concerned doc classes. Even, the DMS administrator already got this message. Documents are stored directly in the database.The strange thing is that this is very irregular and we are unable to replicate intentionnally the message. Most of the time, the second test of uploading the same document immediately after the first one, is working and the document is properly checked-in.I think it is not linked either the users or doc class….but due to what ?Thanks for your help  

What happened to the tab Originals between Apps10 and IFS Cloud (Aurena)?The activities “Register Document Original” and “Register Sheets for the Original” have also been removed from the process model, so I assume this functionality has either been completely deprecated, or replaced by something else?

Hi All,A user is unable to attach documents to a Customer Order Line.I found that this user has attached some documents to Customer Oder Lines previously.Note: Unable to recreate the error using IIFSAPP credentials.Kindly let me know what should I do to fix this.Thank you. 

We would like to o create a folder/database of files in IFS for our Proof of Delivery documents that we can search by Order Number, PO Number, Invoice Number, etc. and retrieve the Proof of Delivery.Does IFS have the capability scan files directly into IFS or have a scan imported to a folder within IFS? And then those files can be searched to retrieve a specific document?

Is there a way to restrict the user from editing the document approvals. i think  there is a limitation in IFS to do so. As one user who has the permission set alloted to him can bypass the original approver. is there a way to write a custom even on this. Similarly need to put a control that only the last approver can bypass the lower approvers.objection connection document approvals.

Hi all, The configuration of DMS repositories has clear restrictions in IFS Cloud. When configuring DMS repositories, it is no longer possible to set up a repository that points to all document classes * (asterisk). IFS has completely prevented the * from being used here in the standard functionality (methods). The direct application of the Create___ and Modify___ methods also reports back that an * is not allowed. Does IFS has another workaround to make it possible again? Best,Johannes

Hi, I am currently working on a project to simulate a signature handling process relating to customer order deliveries. The customer signs for a delivery which marks the order on the IFS Cloud 21r1 platform as delivered but I cannot use the MediaLibraryAttachmentHandling.svc and its end point [PATCH] /MediaItemSet(ItemId={x}) According to Fiddlers traffic logs ( and when a file is inserted via aurena’s UI ).There is an extension of this endpoint ‘/MediaItemSet(ItemId={x})/MediaObject HTTP/1.1’ with RAW data being passed as binary format of a .png image. There is no JSON body being attached as per the IFS API documentation. I am stuck at a point where I cannot understand how I can pass binary data in POSTMAN to this same endpoint. The API documentation isn’t providing any example other helpful instructions as to where the binary gets inserted so it can be passed to IFS’s database. When I copy the application/octet-stream used from the fiddler data, IFS returns a not supported error mess

Hi, Currently, We are Implementing IFS Apps 10 UPD 12 and above on IFS Managed Cloud. We have very huge no.of documents to be migrated from legacy systems. As per IFS standard, we can store documents only in database..But we have a concern of DB size growing as we have almost 1TB documents to be migrated. Could you please suggest alternate solution.

For those who use IFSPlease let me know if you know of any.I am trying to save a file to a shared folder using the IFS attachment.In the following environment, how will the files be saved in the shared folder?Pattern 1Are the files stored from the client to the IFS application server and then to the shared folder?Pattern 2Are files saved directly from the client to the shared folder?  

Hello,I can't seem to attach documents in the purchase order lines of the B2B portal.The "paperclip" is not present in the lines:  But it is present in the customer order lines:   Is it necessary to make an additional parameterization? Is it possible?Thanks for your help! 

When we 'View' a document in IFS, it is being saved in the IFS checkout path e.g. for me, it is in my C drive, but the file is never deleted from that location. Can we remove the cache from IFS as we don't want these documents to be stored in a temporary file path upon viewing them?

Is the IFS Office Add-in available/functional with Apps10 and Aurena?

In the Project window (i.e. Project Scope and Supply) the Documents tab allows a user to create a document directly from the Project/Subproject/Activity. We promote this as best practice--creating the document directly from the applicable object--as you don’t have to add an additional step to connect the document. This is especially true in the Projects world, as documentation is often extensive in project-based industries. In Apps 10, this works as expected: in the Documents tab I use the function to create a new document and, when I finish, it is connected to the object I created it from: the project, subproject, or activity. However, in Cloud21, I follow this same process but, when complete, the new document is not connected. I have to exit the project, look for the document, and then manually connect it. Is this a bug or a gap in the design?

Hi All ! I am looking for a solution, how to trigger a function when an attached approval process got ‘Approved’ or ‘Rejected’.I’m using a Approval Template with two persons assigned to Approve or Reject.  Thanks

Hello IFS Community,I hope everyone is doing well.I was helped before in exporting a copy of physical documents from IFS. Here is the link for my post => I wondered if there was a way to export the document's metadata too.How could I do that? We are using IFS9Thanks,JL

Ideally we want to write a custom event to control the tasks in IFS. we have created approval based on object connections. if the user is sending task to one of the approvers who is not his or her manager they can go ahead and approve it. ideally it should stop them.

Do anyone have information to share regarding IFS plans to implement a standard integration between IFS and SharePoint or Teams?We have plans to integrate IFS Document Management and SharePoint. Publishing Documents from IFS Document Management in SharePoint, Teams

Hello Community,I hope everyone is doing fine.I need to create a copy of about 18,000(+) documents. The main reason to perform this task is that another company bought part of our company. Therefore, I need to create a copy of the physical documents of the business section sold to send documents to the other company.What will be the best to copy all the documents and create an extraction to move them to another database?Any idea how could I do that? Any format?Any type way to do that?What tables in IFS will contain the physical documents?Any advice on how to perform this project?We are using IFS 9 Any advice will be appreciated.Thanks,JL    

Hello All,we have checked in some documents by using VAP-DMS/A. So far, everything looks good. The file ends up on the storage server and the users can also open it in IFS.Only the database background job are displaying a error “There exists no file to archive.                    ORA-20110: YvdmsExtArchiveUtil.ARCHNULL”The displayed error - Database Background Job → There exists no file to archive.I think the issue comes from VAP DMS/B, that we using before. Which background job must be inactive, to avoid this error? Or what are we doing wrong?Thank’s, Stefan

 Hello, IFS 8 Versiyon. I get the following error when I want to upload a file to the document management. I just created the existing document class. When I select a legacy document class, the file is transferred.  

The logical unit for the transaction lines of a Cash Box transaction is CashBoxLumpSum but when I go to the Object Connections window to enable attachments and search for the LU, there is nothing related to the Cash Box. The logical unit for the Cash Box Header Details is CashBox, but it isn’t found in the Object connections window either. How can we add attachments to a Cash Box transaction and/or Header Details. 

A customer has copied their production database to a test database.  That includes all the Document Management basic data.  Their repositories are all FTP. They want to ensure that new documents created in their  test environment do NOT get put into the repositories in which production documents are stored.  I thought we could just remove the repository entries in the test environment but it is not allowed as there are thousands of documents linked to that repository.We created a new repository pointing to the test environment with all document classes going to it. Does anyone know a way to remove the other repository entries? Thanks!!

Apps10 Upd8 IEEWith the current setup of the Object Connection for Employee Qualifications > Certificates (attachment LU = PersLicenseProfile), when a document is connected to one certificate record for Employee A, the document is ‘visible’ as an attachment at other certificate records for the same employee.Is there a Method available to restrict the visibility only to the Certificate record to which the document was explicitly attached?Object Connection setup:Certificate record where the attachment was made for document 1001832 (certificate TA 0718-17)The other Certificate record for the same Employee/Group ID (certificate TA 1291-15)The Object Key for the document-object connection: 

What is the best workaround to address claims management in IFS?