ECM Document Definitions
Document definitions are of crucial importance for linking Microsoft Dynamics 365 Business Central and EASY Archive / Microsoft SharePoint. They are used to set in detail and for each document type created in Microsoft Dynamics 365 Business Central which data will be transferred from Microsoft Dynamics 365 Business Central and EASY Archive / Microsoft SharePoint, and how this is performed in terms of time.
The document definitions are used to specify from which source tables and source fields the document entries are populated and whether at the same time activity log entries are generated in the CRM module. You therefore have to assign a document definition to each type of internal documents stored in an ECM system and for which document entries are to be created.
A document definition can be configured for the uses Report, View Import, Assign & File, Assign, File, SharePoint and Link SharePoint.
Creating new document definitions can be simplified by using the Copy definition function. This function facilitates largely automated population of definition lines which will then only have to be subsequently processed or supplemented.
ECM document definition actions
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Action |
Meaning |
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Function |
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Subsequently archive / reassign documents |
This action is used to launch a subsequent archiving process for the selected document definition. The request page of the processing report appears which allows entering other filters (document date and document number). More info on the report
Subsequently archive documents
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Copy definition* |
Copies setup (header and rows) of a document definition to be selected to this definition. When creating a new definition and no other field is populated except for the code, the "Including header" option must be enabled, because otherwise values cannot be imported. This is because the "Table ID", "ECM server code", and "ECM repository" fields are validated and, if necessary, a new error message appears. |
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Copy definition to other companies |
This function copies a document definition(s) to any number of other companies.
Copying Setup Data to Other Companies |
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Refresh ECM Repository/ library reference and content type |
This function refresh
es the
ECM Repository / Library reference field.
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Initialize rows* |
This function initializes the rows for the most important metadata fields after a template has been selected. The table ID is set as a required field here. |
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Validate rows |
This function targets the rows of a document definition. The rows are validated and, if necessary, detected misconfigurations are output in a message.
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Initialize object reference matrix* |
This function initializes or refreshes a record in the ECM object reference matrix. This is only required for document definitions whose table does not exist in the "Internal Standard Object Reference Matrix". ECM Object Reference Matrix |
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Import/export |
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Import ECM document definitions |
Imports document definitions that have previously been exported in XML file format from another database. This ensures transfer from legacy systems to new systems, or from test systems to production systems.
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Export all ECM document definitions |
Exports all document definitions to an XML file.
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Export selected ECM document definitions |
Exports selected document definitions to an XML file. |
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Import ECM document definitions (C/SIDE format) |
Imports document definitions that have been exported in XML file format from a C/SIDE implementation. This enables continued operation of the interface when switching from C/SIDE implementations (EASY for Dynamics NAV to Dynamics 365 Business Central version 14) to AL Code in Dynamics 365 Business Central. This data port automatically performs a transformation to the new data model.
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