Document Management (DocMan)

Hi IFS Community, Our customer is a IFS Managed cloud customer. Our current document file repository id Database. We started moving the documents to Cloud File Storage in TRN environment. In IFS Managed cloud the Cloud file storage is something which only IFS has access and even customer doesn’t have access.. So there is no way to see what is happening there.I have moved around 15000 files from Database to Cloud File Repository for testing purpose in TRN. Now we have a requirement of cloning PROD to TRN. PROD has no files in cloud file storage repository. In TRN some files moved to cloud FSS and some are in database. I am going to re begin the document transfer in TRN after PROD copy.In normal database clone request only database copy happen and since there is no FSS in PROD we do not need to initiate new FSS clone request in this case. But below two tables are not replaced in a environment during the cloning.EDM_LOCATION_USER_TABEDM_LOCATION_TAB But EDM_FILE_TAB , EDM_FILE_STORAGE_TAB

Good day.  I would appreciate feedback on the following please: after attaching a “Comments” file from the Receiver of a Document Transmittal, the Comments Received field is updated as “Yes” on the line level under the “Documents” tab.  The “Comments Received” field on the Header level though does not update:Anyone that knows why this is and what is required for this field to be updated?Thank you.Anya

The transmittal function does not show to have any updated functionality in the coming updates. At this time the transmittal function shows it is being both "created and sent" as an email, but no actual email is being created or sent.What is the plan?

It is a great advantage if we can offer a standard interface for customer projects, which already have the basic configurations including Boomi connection, so that external DMS archive systems can be connected more quickly and easily. Currently, this has to be implemented anew in every customer project.You would then only have to configure the part Boomi → external DMS archive systems. The IFS → Boomi part would already be fixed in the standard system.The current implementation is that you can use the document class to define which classes are to be archived: Boomi also plays a link from the external archive system back into the document revision system so that the external document can be called up from IFS if required. At the same time, this is also the feedback that the document transfer to the external archiving system has been carried out successfully: There may be further input from the community on what still needs to be implemented in this standard interface so that it can be k

Hi, I could use some help here and hope someone can advise me. How can I set up the system so that an attachment added to a purchase requisition is automatically visible in the Attachment panel of the resulting purchase order, and also in the customer order that gets created?Thanks:-)BrLinda

Dear Community,  Have anyone seen that error when we try to open an attached file from IFS EE Apps8?  When I checked the check out folder, it looks the attachment file was not created. It looks EE are not able to create the file there. But the test environment is able to create the file and open it without any issue. This happens in every client machine, not just in only a few. Has anyone seen this earlier? Thank you very much for any thoughts. Best regards, Balazs

Need assistance in using REST API to download Document management attachments as listed in DOCUMENT_DATA table by DOC_REFERENCE_OBJECT correlations. What would be the API endpoints needed and the preconditions on using them?Thank you,Paul.

Share link from IFS – Document Revision – link does not seem to work for the combination of View and Latest Released. We are on Cloud 24R1.11When first changing Document Type to View and then Revision to Latest Released, Document Type will revert to OriginalHowever the link looks correct (Link to View Document)cloud/main/ifsapplications/web/assistant/DocumentLinkHandling/HandleLinkAssistant?$action=View%7BParamDocClass%3A'',ParamDocNo%3A'',ParamDocSheet%3A'',ParamDocRev%3A'',ParamDocType%3A'VIEW',ParamFileNo%3A1,ParamLatestRevision%3A'FALSE',ParamLatestReleased%3A'TRUE',ParamShowDetails%3A'FALSE'%7DBut when we try to click on the link we get an error message that the document does not exist (I have removed the first part of the url above as an example for privacy issues) 

When using Create Document Assistant, trying to connect a Document to another Document Revision, there is no selector for the document revision.  The Object Connection is set up for DocIssueand the Quick Object Connection is set up for the specific Document Class. How do I get the selector for the Document Revision?Gregg

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

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

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

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?

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.

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?

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. 

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

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

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?

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? 

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.

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

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

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

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.