Archive Server Configurations

Setup in EASY Archive

EASY for Dynamics 365 Business Central (end user) licenses

In the event of subsequent licensing of an existing system, you have to upload a new EASY license, extended with the EASY for Dynamics 365 Business Central (end user) licenses, on to the archive server at the beginning of installation. All active EASY programs and services on the EASY server must be shut down first. After shutdown, in the eex\config (for EASY Archive 6) or C:\ProgramData\EASY SOFTWARE\Archive\config (for EASY Archive 7) of the EASY program folder, you have to rename the license file to license.old, and copy the new license file license to it. All services can then be restarted.

For new systems, you need to ensure that the EASY license contains the corresponding user licenses.

For more information about licensing, please refer to our license terms for EASY for Dynamics 365 Business Central.

Setting up Microsoft SharePoint

Document Library

A document library for the storage of documents must first be created in Microsoft SharePoint.

Creating site columns and site content types

Site columns must be created for the SharePoint library. They are used to store metadata, and are grouped by content type. A content type represents a document type, e.g. Correspondence, Log, etc. The 365 BC fields can later be mapped to site columns in EASY for Dynamics 365 BC based on these content types.

The specified content type of a document is also applied for the document when uploading it, so documents can also be filtered by content type in Microsoft SharePoint.

The following terms are used when using EASY for Dynamics 365 BC interface:

Site Column = Metadata Field
Content Type = Metadata Schema