For Microsoft Dynamics 365 Business Central, logon via Active Directory/ Azure Active Directory has been the preferred logon option. This allows you to use the logged-on Microsoft Dynamics 365 Business Central Windows user also for EASY Archive / SharePoint user logon. Ideally, no additional logon to EASY Archive / Microsoft SharePoint is required (SingleSignOn). EASY Archive allows you to use SingleSignOn using a Trusted Archive User. This method is described in greater detail here.

If it is not possible or desired to use SingleSignOn via Active Directory, the Microsoft Dynamics 365 Business Central user must be linked with a valid EASY Archive / Microsoft SharePoint user in the ECM user setup. Basically, an ECM user should always be assigned to a Microsoft Dynamics 365 Business Central user in this mode.

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The "General" FastTab

The following table provides an overview of the individual fields and their meaning:

Field	Meaning
User ID	Microsoft Dynamics 365 Business Central user.
ECM Server Code	Server code to which this user setup applies.
Allow deleting ECM document	When reversing documents, this user is allowed to additionally delete the document from the ECM storage. To do this, the associated rights must be set on the ECM system.

The "Authentication" FastTab

Field	Meaning
ECM User Name	User name of the Microsoft Dynamics 365 Business Central user for EASY Archive / Microsoft SharePoint.
Password	Password of the Microsoft Dynamics 365 Business Central user for EASY Archive / Microsoft SharePoint.
ECM Language	This field is available only to EASY Archive. Specifying the language code controls in which format the data are requested from the metadata (e.g. currency, date) when displaying the archive. The metadata is always stored in English format.
Default ECM User	Enabling this option also allows you to define a specific user entry as the ECM standard (see below Default Display User). The setting for Default EMC / Default Display User is always used by the system when no assigned user has not been found for the current Microsoft Dynamics 365 Business Central user.

The "Display" FastTab

Field	Meaning
Default Display User	Enabling this option lets you define a specific user entry as the default (see above Default ECM User ). The setting for Standard ECM / Default Display User is always used by the system when no assigned user has been found for the current Microsoft Dynamics 365 Business Central user.
Open Documents via	This field lets you choose from among the following options: Hyperlink: Internal function of Microsoft Dynamics 365 Business Central which passes the file to be opened as a URL to an Internet browser, such as Windows Internet Explorer. Shell: Starts a process resource to which the name of a document or an application file is passed, assigning the resource to a new process component. External Link: External ECM system client is started, e.g. Microsoft SharePoint Website or EASY client. Web DAV: Call via WebDAV, only for Microsoft SharePoint Server. Web Apps: Call via WebApps, only for Microsoft SharePoint Server.
Document display	Selection of how the found documents are output Document Details View: Metadata and associated files are displayed on a page in Microsoft Dynamics 365 Business Central. Document If Only One: In the case of a single file, it is directly displayed; otherwise, the page for details view opens. First Document: The first file is always displayed; in the case of multiple files in an archive document, the page for details view is additionally displayed. All Documents: All files for a document are opened. First Document: Only the first file is displayed. Even if an archive document contains multiple files, the page for details view will not be opened for details view.
Hitlist Limit	Because search queries that return a large number of hits may affect system performance, the maximum number of hits to be displayed can be limited. In addition, this value is also used to limit the maximum number of document entries in the drop zone.
Show Record Links	If this option is enabled, links that exist for a record (record links) will be displayed in the ECM Fact Box.
Show Document Journal Line	If this option is enabled, document journal lines that exist for a record will be displayed in> the ECM Fact Box. This makes it evident to the user that an identifier label has already been printed out for the record.
The Sort Order Factbox	Allows influencing the sort order in the fact boxes for this user. A sort order by invoice date or posting date is available for selection.
Primary file name	This will be used if an archived document contains multiple files. By default, it is always the first document that is displayed. However, in cases where the document to be displayed is not the first document, you can include a criterion here. The ".pdf" entry, for example, shows the archived PDF file, not a log file, which the document contains as the first file. For EASY Invoice scenarios, you can specify the value "Invoice.pdf" here, so the invoice PDF is always displayed for documents of this kind.
Advanced "Find entries..."	Enables this user for navigation extended with the ECM functionalities "Find entries...".
Security Level	This lets you store a security level for this user. If a security level for classifying documents is used, the following rule applies: the higher the security level, the more documents may be viewed. If the security level of a user is less than the one entered in the document entry, the user will not be displayed the archived document.

With single sign-on, no ECM user setup is used for the ECM server, except for the ECM Language and Allow deleting ECM document fields. This configuration is therefore unnecessary.

The "ECM Link Quickview" FastTab

The following table provides an overview of the individual fields and their meaning:

Field	Meaning
ECM Link User Name	In these fields an individual EASY Documents login can be stored for each user which that user will use to access Documents files in the workflow.
ECM Link Password