Document Management (DocMan)

833 Topics

david.harmerSidekick (Customer)

Hi Community, I have a question on the different behaviour in Apps9 v IFS Cloud when creating a new document. In apps9, if you create a new record from Document Revision, when you hit the Edit button, the application launches a dialog that prompts for the file type, once selected the associated program is launched. I dont seem to see the same behavour in IFS Cloud (23R2), can anyone confirm that this previous functionality is now depreciated and if so what is the work around, and if not, how do you create the same functionality in Cloud. To add some context, in the above scenario, if WORD file type was selected, a macro would run and populate the newly created document with the IFS properties, allowing them to be inserted (and therefore updated dynamically) going forward. Thanks in advance.David.

150

2 months ago

CorGreggBDo Gooder (Partner)

asked in Document Management (DocMan)

Document Management - Create Document Assistant - Object Connection

I have a client needing to attach new documents to various objects. Some documents are drawings and need to have the same document number as the Drawing Number and Revision they are attaching. I have changed the default for the New Document in the Attachment Panel to utilize the Create Document Assistant so Document Numbers and Revisions can be added. If the Object the Document is being attached to, using the New Document, is not set up in the Quick Object Connect table, the document does not get connected to the Object. Is this a Bug? If I add the Object to the Quick Object Connect table, it will automatically be connected.Is there a setting to automatically have the Object connected when using the Create Document Assistant in the New Document Attachment Panel? We have almost two hundred Objects that have the DocReferenceObject set up with the ability attach a document directly.If I add all of these Object to the Quick Object Connect, they will all show up on the Create Document As

723

2 months ago

LsyPawelZSidekick (Partner)

asked in Document Management (DocMan)

Is it possible to add subdirectories to a file storage repository?

I have a question. Is it possible to configure the repository of the "File storage" type in such a way that the files of attachments of different classes of documents are stored in different directories and not in one collective "Docman"?

947

2 months ago

AymanSidekick (Employee)

asked in Document Management (DocMan)

DOCMAN (Document Management) PDF / DOC document Parsing

Does IFS Document Management support attachment parsing for text documents WORD or PDF? basically the system to be able in examining the data present in a document like keywords and other text to make it available for SEARCH ? If this capability is not available ? are we going to include it as a model in Copilot for future releases? is this on the Roadmap?

362

2 months ago

KUFIDo Gooder (Customer)

asked in Document Management (DocMan)

IFS Cloud - Change restricted access (document management)

Hi all, I would need to change every document that is uploaded into the IFS environment so they would have restricted access. I have managed to find an option that will change one selected document (also an option that effects newly imported documents), but I would need to change every single one which is already uploaded. When I try to edit documents in document revisions I do not see such an option in editing window, is something like this possible? Or is the only way to do it a migration job? Thanks for your help.

242

2 months ago

darren j turnerHero (Customer)

asked in Document Management (DocMan)

Unsynchronized Documents

Recently in the Application Monitoring console we have noticed a large number of unsynchronised application search documents. I am able to bring up the details of these but have not yet found a way to synchronise them and clear the system alert. We are on Apps10 update 20. All of the scheduled database tasks around document management appear to be running without error, but none of these clear the growing issue.Any ideas on how to resolve this are appreciated.

252

2 months ago

HashmitSidekick (Partner)

asked in Document Management (DocMan)

access to create document

Hi Community, new in doc management. how can I fix this one ? Thanks in advance

201

2 months ago

Ed22Sidekick (Customer)

asked in Document Management (DocMan)

Updating View in IFS cloud app

Hello, I would ask you a question. It is possible in Oracle Db updating or deleting data in views? I tried update column in some view, but I got error: “Cannot perform a DML operation on a read only view”. Is there an option to update view not in oracle db, but in IFS cloud app? Exist other options? Thanks

880

2 months ago

ZOKAAMEERDo Gooder (Customer)

asked in Document Management (DocMan)

Migration of Document Attachments from APPS10 to IFS Cloud

We're currently in the process of transitioning from APPS10 to IFS Cloud and are facing a significant challenge with migrating document attachments.In our APPS10 environment, we used a shared repository for storing documents. However, with the shift to IFS Cloud, we've encountered an issue as shared repositories are not supported in the cloud environment. While we have set up a database repository in IFS Cloud for new document attachments, which is working fine, we’re blocked when it comes to migrating the existing documents from APPS10.We need to ensure that all our existing document attachments in APPS10 can be brought over to IFS Cloud and remain accessible within the application.I would greatly appreciate any insights or best practices on how to migrate these documents from a shared repository in APPS10 to a database repository in IFS Cloud. Has anyone else faced a similar issue, and if so, how did you resolve it?

1636

2 months ago

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

350

2 months ago

KennethPDo Gooder (Customer)

asked in Document Management (DocMan)

Send document links for document type View

Hi!Why is it that if you want to send document links of Document Type = View, you can only select the Latest Revision option? Seems like I’m missing something here, but isn’t the view file also conntected to the document revision on the same terms as the original?/ Kenneth

364

2 months ago

bkpskoczylasDo Gooder (Customer)

asked in Document Management (DocMan)

Automatic attachment to the object

Hi,I would like to implement the following functionality using standard IFS Cloud functions. When I attach a document (attachment - pdf file) to an invoice, I would like this attachment to be automatically attached to the tax transaction for this invoice and the PK header.Is this possible?

415

2 months ago

rendywinata_Do Gooder (Customer)

asked in Document Management (DocMan)

DOCUMENT_TICKET_TEMP_PATH

Hi guys, i need to change path for parameter DOCUMENT_TICKET_TEMP_PATH but show error How to change it?

311

2 months ago

UMSEUSSidekick (Employee)

asked in Document Management (DocMan)

Migration of existing document attachments from the APPS10 environment to the cloud

We see lots of community thread with this topic. But Our customer came up with the below question: Customer is on Remote(On Premise) Upgraded from APP10 to IFSCLOUD. They are looking for migration of existing document attachments from the APPS10 environment to the cloud.In APPS10, customer utilized a shared repository for storing documents. However, as we transition to the cloud, they encountered a significant challenge: shared repositories are not supported in the cloud environment.The technical document also talking about migrate from database to File Storage Cloud File Storage Migration Tool - Technical Documentation For IFS CloudThey are looking for guidance on how we can migrate the existing documents from the shared repository in APPS10 to the database repository or the file storage in the cloud.Any Remote upgrade customer have these issues and How you resolved?

442

2 months ago

bhraauSidekick (Employee)

asked in Document Management (DocMan)

Transfer/Archive document and media files from IFS File storage to an External Source ( warehouse )

Highly appreciate any advice/guidance on below query Due to high number of documents and media files (many Service Requests and Surveys connected), Customer is looking for a solution to archive documents/media files older than certain number of days.After moving into Azure File Storage , Is there any way to transfer files from Azure File Storage to an External Storage?If yes, what is the IFS recommended approach ? Also is there any storage limit or any archiving capabilities within the Azure File Storage? Customer is IFS Hosted and using 23R2.Thank you!

522

3 months ago

kvbeHero (Partner)

asked in Document Management (DocMan)

Docman repository Database vs File storage functionality gap

I was looking to move our default storage repositoryfrom Database → File storagein an IFS cloud hosted environment this to save space in our database. Is there a clear overview of what the GAP is between the two repository types? Report rules only work in database? Can you just move files after a certain period (eg. 1 month) from database → FSS storage? So basically why would one use the database storage repository type and what are the implications of migrating from one repository type to another? Thanks!@Mathias Dahl (so this storage type: https://docs.ifs.com/techdocs/23r1/030_administration/210_cloud_file_storage/?_gl=1*xiu7ee*_ga*MTQzMjU3OTk4NC4xNzIwNzc1NDE3*_ga_H7YJR9R7Q1*MTcyMjM1MTUxMS45LjEuMTcyMjM1MjM0Ny41Ny4wLjA.#cloud_deployment)

1265

3 months ago

mhalnoDo Gooder (Employee)

asked in Document Management (DocMan)

How document file storage using Azure outside the Cloud database works.

Can someone in R&D maybe help me with a description of how document file storage using Azure outside the Cloud database will work. Some customers want to run Documents Management in IFS Cloud, but not with the cost of adding it to the database. Are there any limitations in having a file storage outside the Cloud?

795

3 months ago

HashmitSidekick (Partner)

asked in Document Management (DocMan)

Access Restriction and Document Search

Hello Everyone,I'm currently working with the Document Management module and need guidance on two specific tasks:How to implement folder-wise access restriction in IFS to ensure only specific users or groups can access certain folders. on folders.How to set up document search functionality based on metadata/attributes to streamline finding specific documents.Any insights, step-by-step guides, or best practices would be greatly appreciated!Thank you!

180

3 months ago

AndiDo Gooder (Employee)

asked in Document Management (DocMan)

URL Files in Document Management

Hi,some customers use URL files in document management to save links to documents in their internal environment.With our web based B2B solutions, business partners cannot access the documents as they point to links that are not reachable from outside the customers network. We are interested if anyone else uses URL files in IFS DMS to point to internal locations. How do you make these files accessible for business partners in IFS B2B portals?BR

603

3 months ago

kacperifsSidekick (Customer)

asked in Document Management (DocMan)

Number of attachments

Hello, Is it possible to display number of attachments instad of default icon without clicking on it?

513

3 months ago

UdaneeSidekick (Partner)

asked in Document Management (DocMan)

User unable to view approval attachments -approval process tab is not enabled

One user is unable to view approval process tab on the attachment of activity scope and schedule screen .The user doesn't have the approval process tab enabled as follows. The user account of this user is having similar permission as another user(sferri) who can see the approval process tab.What can be causing this issue . Need your kind out put on this matter.Thanks Udanee

596

3 months ago

cabafrSidekick (Partner)

asked in Document Management (DocMan)

Copilot document search

Hi,Will the Copilot integrated in IFS Cloud be able to search text within the content of the documents that are stored in Document Management?

1104

3 months ago

Hiroshi PereraSidekick (Employee)

asked in Document Management (DocMan)

Hundreds of files are accumulating in the document_ticket_temp_path

Hi,Recently we had a customer where documents in the document_ticket_temp path are getting piled up drastically. These files are not with the usual file naming format. But formed with different characters. Ex:9fa28a97-0248-4d49-8c1a-d91d04a38cc2 with type “File”. These files are not getting deleted, but daily hundreds of these types of files are accumulating. Unfortunately, still we were not able to find from where these files are coming. We checked ‘Application Messages’ at the same time that the documents are getting generated inside the Temp path. Then checked whether any integrations are dealing with this. No clue for this was found. Took an IFS_HOME dump to see whether we would get any help.Has any of you experienced these types of issues, where “9fa28a97-0248-4d49-8c1a-d91d04a38cc2” randomly named files are getting generated but not getting deleted inside the document_ticket_temp_path? Is there any way that we could analyze the IFS_HOME (IFS_dump) of the customer to recogniz

1038

3 months ago

Mathias DahlSuperhero (Employee)

posted in Document Management (DocMan)

A basic document macro to build from

Creating document macros can be easy or hard. There is however one thing that is common to most of them: we need to get hold of the path and file name of the file that was downloaded due to the file operation the user executed, be it View Document, Edit Document, Print Document or other.Below I'm sharing a small utility macro block that you can use as a base when writing macros of your own, plus a simple and generic macro block that will open whatever file that was downloaded. The code is written with Aurena/IFS Cloud in mind but should work in IEE as well.Firstly, here is the utility macro. Save the macro code connected to macro block called UTILS (or whatever, the name does not matter):' Some utility functionsPublic Function GetAttr (name) On Error Resume Next Err.Clear Dim value Dim obj value = ScriptValues.Item(UCase(name)).Value If Err.Number <> 0 Then MsgBox "Could not get attribute """ & UCase(Name) & _ """. It might be misspelled. Error: " &am

86016

3 months ago

Kaushalya MadhusankhaDo Gooder (Partner)

asked in Document Management (DocMan)

Is there any possibility to add document Revision title to file metadata

There is a customer requirement to add Document Revision title to the file metadata. This should be display as the Title in file explorer

546

3 months ago

Page 4 / 34

Document Management (DocMan)

Badges

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded