EASY Interface Parameters

The interface parameters c ontain general settings for archiving as well as access to EASY Archive: System management → Setup → EASY → EASY Archive interface parameters

Authentication

Here you enter the parameters for EASY Archive login:

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User name
Name of an EASY Archive user.

Password
That user's password. The password is saved encrypted.

Interface parameters

This tab contains settings required for processing the data transfer between EASY Archive and Dynamics 365 FO.

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Parameter

Description

Batch

Batch processing group

Here you store the batch group that processes the archiving jobs.

Interfaces

Store

A "default store" is stored here. All document types without their own store assigned are archived in this store.

Schema

The schema of the respective EASY Archive is stored here.

"Upload attachment" Web service

This parameter is used to generate document attachments in EASY Archive.
You specify the address of the EASY Web service endpoint here: (https: /www…/api/content/files/upload)

"Create document" Web service

This parameter is used to generate outgoing documents in EASY Archive which originate from Dynamics 365 FO.
You specify the address of the EASY Web service endpoint here: (https: /www…/api/content/docs)

"Download attachment" Web service

This parameter is used to download a document from EASY Archive to Dynamics 365 FO. It is also used to import incoming documents.
You specify the address of the EASY Web service endpoint here: (https: /www…/api/content/docs/%1/attachments/%2)

"Update document" Web service

This parameter is used to update the metadata of incoming documents.
You specify the address of the EASY Web service endpoint here: (e.g. https: /www…/api/content/docs/%1)

Attachments

Type

The newly created EASY document type that ensures that an archiving job is created for documents flagged with this document type. Following this, documents of this type are automatically archived.

Outgoing documents

Archive outgoing documents from D365

Yes/No. Turns archiving outgoing documents on/off.

Validation

This tab is used to set up the barcode validation rules for incoming documents.

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Parameter

Description

Validation

Mandatory barcode input

When this parameter is set, the system allows posting vendor invoices and packing slips only when a barcode has been specified.

Validate barcode

When this parameter is set, only alphanumerical characters can be used in a barcode.