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Document Management (DocMan)

This will include questions related to document management.

  • 955 Topics
  • 4,186 Replies
955 Topics
A
Sidekick (Customer)
atvanstSidekick (Customer)
asked in Document Management (DocMan)
Report rule to check document in to docman

Hi, Trying to get report rule to check in report file to docman when printed. Is there something more needed in the background for this work?Found some related posts and I have set up the action properties according to those but still no luckWe run on IFS 10 upd 3  Regards,Anna 

6423
A
Sidekick (Customer)
W
Do Gooder (Customer)
westjanDo Gooder (Customer)
asked in Document Management (DocMan)
DocMan - diacritic file name - ERROR - "Invalid file name"

Hello,yesterday after power outage(restart all servers) we are not able to attach document to any IFS object (CustomerOrder, PurchaseOrder) that has diacritic in filename (NabídkaMŠ.pdf). We are not able even open(see) the documents, that have been already saved in IFS before (for example 3 weeks ago) and have diacritic filenames. The documents without diacritic we can attach and see in IFS.Very strange behaviour.Any help please?Jan West

2084
W
Do Gooder (Customer)
M
Sidekick (Employee)
Malin NorgrenSidekick (Employee)
asked in Document Management (DocMan)
Print attached documents to specified printer

For customer on APPS10, soon to be on IFS Cloud 21R1, On a work order, is there a way to get attached documents to print to a specific printer?In existing functionality where you can “Print attached documents” from work order guidelines, it will download docman document and then print to the default printer installed on device running the IFS application.Could it be possible to setup so that certain doc classes for example, gets routed to specific printers? Similar to our Printer Definition for operational reports functionality?Any ideas how to create such a modification, or configure it to do that? This is a question i have gotten few times by different customers. For example, drawings needs to go to a certain color printer, while work instructions or other attached pdf documents should go to a black and white printer in a different area. Ideally we would select a RMB, “print work order package” and print all attached documents, and depending on what doc class, send them to different

2591
Mathias Dahl
Superhero (Employee)
M
Do Gooder (Employee)
Manjitha RammuniDo Gooder (Employee)
asked in Document Management (DocMan)
Possibility for automated check-in of documents in Aurena

Hi,This is related to a prospect customization in Aurena App10 (UPD9):One of our Customers has a requirement to open documents (Word or Excel) in an editable mode once it is uploaded to IFS DocMan through the attachment panel. Then the User is allowed to do required changes to the document content, and upon closing the document it should be automatically checked-in to IFS.I would highly appreciate if you can respond whether this is a feasible solution or if you have any previous experience related to this.

2315
Mathias Dahl
Superhero (Employee)
M
Do Gooder (Employee)
MAWJLKDo Gooder (Employee)
asked in Document Management (DocMan)
PDF Conversion of Documents in IFS Aurena Attachment Panel

Hi All,There is a request from a customer to customize the Attachments Panel in IFS Aurena (APP10 - UPD9),  to convert  the documents attached using the below options in the attachment panel as a PDF Document upon creating the document. This can be used for any of the file types (Word / Excel). Both Original version and the created PDF should be stored in DocMan. I would highly appreciate if you can respond whether this is a feasible solution or if you have any previous experience related to this

4355
M
Do Gooder (Employee)
ZTC ZTC JGOTA
Hero (Customer)
ZTC ZTC JGOTAHero (Customer)
asked in Document Management (DocMan)
Trying to download the To run IFS Document Management in Microsoft Office you need to install the Document Management Office Add-In.

Hello IFS Community,We are running IFS 9I am trying to download the To run IFS Document Management in Microsoft Office you need to install the Document Management Office Add-In. However, I received the following error message:Name: IFS Document Management Office Add-InFrom: https://XXXXXXXXX/client/officeaddins/docmanofficeaddin/Ifs.Application.Docman.OfficeAddinInstaller.vsto************** Exception Text **************System.Security.SecurityException: Customized functionality in this application will not work because the certificate used to sign the deployment manifest for IFS Document Management Office Add-In or its location is not trusted. Contact your administrator for further assistance.   at Microsoft.VisualStudio.Tools.Applications.Deployment.ClickOnceAddInTrustEvaluator.VerifyTrustPromptKeyInternal(ClickOnceTrustPromptKeyValue promptKeyValue, DeploymentSignatureInformation signatureInformation, String productName, TrustStatus status)   at Microsoft.VisualStudio.Tools.Applicati

6283
ZTC ZTC JGOTA
Hero (Customer)
samglk
Sidekick
samglkSidekick
asked in Document Management (DocMan)
APPS10 - Attaching all DOCMAN files to an email by an event

Hi Gents,I have been doing emailing DOCMAN files to user by downloading it to a locationa and attaching them. It is a long way.Is there any new way that IFS APPS10 has introduced to attach and send multiple files?Sceenario: When releasing a customer order, email with all docman files to external customer. Thank you in advance.

2892
Mathias Dahl
Superhero (Employee)
gegrno
Sidekick (Employee)
gegrnoSidekick (Employee)
asked in Document Management (DocMan)
App10, Aurena, DocMan, Macro, open file in Word

Hi,IFSAPP10, Aurena with IFS Aurena Agent and IFS Aurena Extension, DocMan with Macro and open Word. When I have use edit document, word file has been checked out according user settings, but word does not open with word file. How can we open world file directly after checkout with Aurena Client?

1751
Mathias Dahl
Superhero (Employee)
H
Sidekick
harshamc00Sidekick
asked in Document Management (DocMan)
Giving Document Class access to a user even for documents not attached by him or her

I need to give access to a user for a particular document classI did this using window “Document Management\Basic Data\Document Basic → Access Template tab”. i.e. Person is added to the document class and given view and edit access.After this security refresh still my user cant access the attachments done by other users. When this access is given to the user can he view documents attached in the application by other users as well?Or do I have to setup something else?  Do I need to give the “Docman Administrator” system privilege to the user to do this? version: Application 10 UPD 7   

15338
T
Sidekick (Customer)
R
Do Gooder (Customer)
ROYIBRAHIMDo Gooder (Customer)
asked in Document Management (DocMan)
Getting started with IFS Applications 10

Hello everyone,I am new in this group and hopefully in correct place.I need to get ASAP familiar with IFS Applications 10 in general and with some modules in particular, such Docman, asset management project mangement, SCM…I would be very grateful to have any advice on how to start and be efficient ASAP.Many Thanks and Kind RegardsAbdeslam.

2654
R
Do Gooder (Customer)
H
Hero (Employee)
heibdeHero (Employee)
asked in Document Management (DocMan)
Docman with Aurena client

Hi,it's the first time that one of our customers would like to use DocMan with Aurena client. I’ve already learned that 'Document Import Action' will not be available. Are there any alternatives to customize an Outlook integration? (Panel functionality won’t be sufficient to meet customer’s expectation.) Are there more features or functionalities that are not available with Aurena? If you already have experience with it, it would be nice if you could share it with me. Best regards, Heinz

1061
Mathias Dahl
Superhero (Employee)
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Document Management (DocMan)
Question on Export Control

HelloWe are discussing about implementing Export Control in IFS 10.9 that we are using right now. Did a few tests with regards to PO and CO. Can anyone advise how does Export Control work with RMA (a test plan world be ideal - is it similar to CO? Denied Parties have to be excluded?)  DocMan before releasing a PO / CO, authorization by the Procurement / Sales Manager is mandatory in our business. In that case, do you think checking for Import / Export License can also be done during the authorization? (IFS Core functionality is checking for license at the release of PO / CO)Thank You.Cheers,Enzo

5873
Asela Munasinghe
Superhero (Customer)
JusJohanU
Do Gooder
JusJohanUDo Gooder
asked in Document Management (DocMan)
DocMan upload file, Access Denied

We get this error when trying to upload a document, using IFS  Batch_Transfer_Handler_API.Upload_To_Ftp: ORA-20105: PlsqlapServer.ERRINV: Failed to upload file to Ftp server [\\<server>\F$\path\to\file\filename.pdf (Access is denied)]Caused by: ifs.fnd.base.SystemException: Failed to upload file to Ftp server [\\<server>\F$\path\to\file\filename.pdf (Access is denied)] The server is were the source file is which should be moved to the ftp-server. Which IFS service/account should have which access to this server?  Regards Johan.

5862
JusJohanU
Do Gooder
P
Hero (Employee)
PIrelandHero (Employee)
asked in Document Management (DocMan)
DocMan Copy File To functionality in Aurena

I want to copy a file that’s in Aurena (actually it’s in THOR) to a local directory.  But, I  am not seeing “Copy File” functionality.  Did it go somewhere?  I’m also not seeing this in a standard version that’s in a customer’s database.

861
Mayura Wasantha
Superhero (Employee)
V
Do Gooder (Employee)
VABALKDo Gooder (Employee)
asked in Document Management (DocMan)
DOCMAN FTP Server Specification

A customer of mine (Karachi Shipyards-Pakistan) requests guidance in selecting a FTP server for DOCMAN. Is there any guidelines on specifications of a FTP server? May be on OS, Memory etc. Please share any document you may have on this. Thank you!

2352
V
Do Gooder (Employee)
M
Do Gooder (Employee)
MAFLSGDo Gooder (Employee)
asked in Document Management (DocMan)
Document Management

 When uploading one or multiple documents with specified document class, can system automatically place these documents into a document folder without manually specifying which folder? This means that document folder has been setup to be mapped to a document class.  Can a user or user group be given access to a Document Folder instead of by Document Class? If yes, once the user logs in, can the user only see the document folder where user has access to?  Can a person/person group see/filter only the document class that user has access to?   Is there a self-service portal for users - with a lobby where they can see only documents, document classes and document folder that user has at least view access?  Is it possible to see how many/what document views/downloads a user has done?  Is it possible to define the validity of user access to a document class/folder by person group instead of by person?  External customer would like to subscribe and view documents, but only document in specifi

7042
Mathias Dahl
Superhero (Employee)
M
Sidekick (Customer)
MickDSidekick (Customer)
asked in Document Management (DocMan)
FTP - Move documents

Hi,We currently have an issue with one of our FTP servers that we use for DOCMAN so I moved all repositories to the other FTP server we use..I’ve moved all the existing files to the new FTP and created new repository, but now we still can’t view the existing documents so I’m assuming IFS is still looking at the ‘old’ location. Do I need to run the ‘Change Document Repository’ utility so IFS will look at the new location? Thanks,Mick.

3113
Mathias Dahl
Superhero (Employee)
N
Sidekick (Partner)
nimesh
asked in Document Management (DocMan)
Enabling Media Attachments

Can someone please tell me how can I enable this media attachment option in another window?Example: This is now available in NCR window. I want make it visible in PO window.  Where will these media files be saved in the application? Is it in the same DocMan repository or somewhere else? Thanks in advanceNimesh

10443
N
Sidekick (Partner)
Amila Samarasinghe
Superhero (Partner)
Amila SamarasingheSuperhero (Partner)
asked in Document Management (DocMan)
Uploading larger files will give an error "Object reference not set to an instance of an object"

Sometimes when I upload large files via IFS DocMan I am getting the above error message. Any way to bypass this?

42379
B
Do Gooder
H
Hero (Partner)
Hans AndersenHero (Partner)
asked in Document Management (DocMan)
Docman, handling multiple files as a block

Hi all,We have a program that takes a single file as input (E.g. dxf). Doing execution it creates some additional files in the same directory.When we attach the files, we can drag them into IFS and it looks like this.The problems is to edit the files again. The program execute on the cur-file, but needs the other 3 files.How can we edit the cur file and download the 3 other files in the process?

71314
H
Hero (Partner)
M
Do Gooder (Customer)
mwmpetk
asked in Document Management (DocMan)
IFS10 DocMan: Step-Approval - not authorized

Hello allHappy New Year to all of youWe have just switched to IFS Apps10. Now we found the following problem in Document Management - Approval Routing.An Approval Step assigned to a user who is not yet in the access schema of the DocIssue. Now he is automatically added by IFS with view rights in the access schema. If this user now wants to approve his step, the message appears that he is not authorized to approve. I have to give the user admin rights so that he can approve the step.In the Solution Manager the security checkpoints for the approvals are activated. However, they are not selected for DocApprovals.In IFS7.5 the approval could be done with view rights without any problems.Have any of you had the same or a similar experience and what can be done against it?Where can this be configured / set?Thanks for your supportPeter

2981
M
Do Gooder (Customer)
S
Sidekick (Customer)
SORBJAHAUSidekick (Customer)
asked in Document Management (DocMan)
IFS10 - CPU 100% and very slow system

After we upgraded to IFS10 we are struggling with slowness in our Oracle DB. We haven’t been able to pinpoint the cause of our problems. But very often (5-10 times each week), we see that the CPU goes to 100% and doesn’t let go. Every user in our company are then struggling with slowness when this happens. As an example, saving a time registration can take 3-4 minutes.Today, a restart of the DB server was necessary to get it back to  normal.  We have used the query below to find CPU consuming operations, and have also checked background jobs and DMBS jobs. Nothing special has been running when the problems occur, or at least nothing that helps us to conclude on a specific problem.select s.username, s.inst_id, s.sid, s.serial#, s.status, (select value from gv$sesstat natural join v$statname where name = 'physical reads' and sid=s.sid)disk_reads, (select value from gv$sesstat natural join v$statname where name = 'session logical reads' and sid=s.sid) logical_reads, (select value/100 cpu_

699934
G
Sidekick (Customer)
A
Sidekick (Customer)
atvanstSidekick (Customer)
asked in Document Management (DocMan)
System generated image for supplier invoices

When receiving an Invoice from supplier thorugh EDI we have no picture file included. In IFS External supplier invoice parameters you can tick the option Create Image. System will then create an invoice image based on the received data. This part is working , we can find the invoice image in report archive but is there a way to set system up to automatically check this in to docman to invoice and posting proposal?

6646
A
Sidekick (Customer)
H
Hero (Partner)
Hans AndersenHero (Partner)
asked in Document Management (DocMan)
Docman, handling files larger than 10 GB

Hi all, We have files as large as 10 GB. When we try to create them in IFS,  we get this error after 25 min. It happens on both database and ftp repositories. Any ideas on how to handle this?

62110
H
Hero (Partner)
H
Hero (Partner)
Hans AndersenHero (Partner)
asked in Document Management (DocMan)
Docman, edit with...

Hi all, Is it possible force the users to choose the application when editing a document. The equivalent to windows “open with”?

150927
H
Hero (Partner)

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