ECM Server

The setup item ECM Server includes all relevant data for establishing the information transfer between an ECM system and Microsoft Dynamics 365 Business Central.

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The "General" FastTab

The General FastTab is used to specify the technical information for the connection between the ECM server and Microsoft Dynamics 365 Business Central.

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

Field

Meaning

Code

The server code can be arbitrarily specified. Setting up multiple ECM systems side by side and, depending on the server code stored in the document definitions, addressing them is possible.

Name

Description of the set up server.

ECM System

Selecting the ECM system used. Available for selection are:

  • EASY Archive Content Web Service

  • EASY ENTERPRISE.x

  • EASY ENTERPRISE.i

  • Microsoft SharePoint

Host

Archive server's http address.

Port

Port of the archive server via which the interface communicates.

Website

Website via which the ECM system can be reached. (Automatically pre-set)

Authentication type

  • legacy/basis: You should choose this option if you want to connect to EASY Archive the conventional way (user name and password).

  • OAuth: You have to select this option if you want to use OAuth2 as the authentication procedure.

  • Trusted Login: You have to select this option if you want to use authentication via a Trusted Login (Trusted Users).

    Trusted Login

    A role can be granted the permission to authenticate other users or groups during login. When a user assigned this role logs in, two SecurityContexts will be passed to the system. On the one hand, the Trusted User himself is validly logged in; on the other hand, he authenticates the other user without the latter having to specify a password.

    This procedure is useful when the user authorized to authentication is generated by a different server process and when that user then authenticates valid users of that server (e.g. an ERP system) against the EASY Archive system. The EASY Archive system, however, must be aware of the users anyway.

Request Timeout

Time limit for queries to the ECM system, in milliseconds.

Write Timeout

Time limit for write operations for the ECM system, in milliseconds.

Stream Buffer Size

The buffer size for the data stream between Microsoft Dynamics 365 Business Central and an ECM system. The default value is 65536 bytes.

ECM server version

Option for closer differentiation / determination of the ECM server.

ECM Company Name

Company name to ensure archival is under the correct company in the archive.

Versioning

Allows versioning documents for this Archive server.

The "OAuth Authentication" FastTab

Here you can configured parameters for OAuth2 authentication. For general questions about the procedure, you will find more information here: https://docs.microsoft.com/en-us/azure/active-directory/develop/v2-oauth2-auth-code-flow.

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

Field

Meaning

Client ID

Indicates the client ID of the OAuth application or Azure Active Directory application used for establishing a connection to the ECM system or SharePoint environment

Secret client

Indicates the secret of the OAuth application or Azure Active Directory application used for establishing a connection to the ECM system or SharePoint environment

Authorization URL

The URL where the token for OAuth 2 authentication for the connection to Dynamics 365 BC is requested is stored here.

Redirection URL

Indicates the redirection URL of the Azure Active Directory application that is used as a point of reply to build a connection to the SharePoint environment/ECM environment.

Area

Defines the set of permissions requested by the application. Areas may be static (with /.default ) or dynamic. This group may contain the OpenID connect areas (openid, profile, email). If you require application permissions, you need to use /.default to request the statically configured list of permissions.

The scope parameter is a list of delegated permissions, separated by spaces, which are requested by the app. The individual permissions are, respectively, specified by appending the permission value to the resource name (application ID URI). The request in the example indicates that the application requires permission to read the user's calendar and to send e-mails as users.

Prompt interaction

Here you can control which user action is additionally required when using an authorization principle:

  • No input prompt parameter in the request: Authentication is performed without further interaction (one-off login)

  • Login: User login is required

  • Select account: If the request cannot be completed via one-off login in the background, Microsoft Identity Platform will return an error, sending the an account selection in which all accounts saved in the session are displayed

  • Consent: The user must consent to authentication.

  • Admin consent: A user with admin rights must consent to authentication

The "EASY ENTERPRISE ECM server" FastTab

This FastTab is used to specify information that is relevant to the EASY ENTERPRISE ECM server.

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

Field

Meaning

Instance

The option to address a specific instance on the archive system is available: for example, to work with various companies in Microsoft Dynamics 365 Business Central and the archive, or to switch between test system and production system.

EE.i Reader pool

You can enter a pool for an EE.i Reader here. If you require access to documents stored using an old EASY archiving system (EE.i), the EE.x server provides the capability of setting up an EE.i Reader. This Reader can be accessed from MS Dynamics 365 BC, so old documents can also be displayed in the client.

Time offset UTC

Time offset from Universal Time Coordinated which is used to set the time stamp in the archive.

Time Offset UTC fixed

Definition of the time offset from Universal Time Coordinated for the time stamp which this archive server will use.

Trusted ECM User ID

Here you can specify a Trusted Login. If these fields are filled, the Trusted User is automatically passed to EASY for login instead of the Windows user name. Trusted Login offers the advantage that no user mapping needs to be set up in EASY for Dynamics 365 BC.

If Trusted Login is not used, the users logged on to Microsoft Dynamics 365 Business Central must also be set up as users in EASY Archive for EASY Archive access. Every time Microsoft Dynamics 365 Business Central accesses EASY Archive, a concurrent or named EASY license is occupied, and then immediately released again at logout.

Trusted ECM Password

ECM Link system

These fields allow you to define the URL of an EASY Documents server and required suffixes for access via QuickView.

ECM link Url

ECM Link Appendix