Configuration of Docxtender

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Configuration of Docxtender

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The following sections describe the various configuration tasks required to set up DocXtender.

User Configuration

The DocXtender Permission Set will provide access to features for individual users. This can be set in the Permissions section of the ‘Users’ page.

  • For an administrator to set up the DocXtender Setup table, apply permission set ‘DOCX-SETUP’.
  • For a user, apply permission set ‘DOCX-USER’ to use DocXtender.
  • All users require the ‘IWX COMMON’ permission set.

DocXtender Setup

If you want to configure DocXtender manually, navigate to the DocXtender Setup page. From there, you can define and adjust settings as required.

To start the DocXtender Setup, search for “DocXtender Setup” in the Search Bar.

DocXtender Setup
  1. File Storage Behavior: Determines where you would like your files to be stored.
    1. Document Attachments: Use this if you would like your documents to be stored internally in Dynamics 365 Business Central’s Document Attachment. This option does not support the Replace Automatically Duplicate Behavior setting.
    2. SharePoint: Use this if you would like your documents to be stored externally in your own SharePoint. You must set the SharePoint Storage values if you choose this option. This option does not support the Rename Prompt Duplicate Behavior setting.
  2. Drop Behavior: Determines whether the user should be notified after a document has been attached or uploaded.
    1. Silent: The user will not be notified that a document has been attached or uploaded.
    2. Confirmation: The user will be notified that a document has been attached or uploaded.
  3. Duplicate Behavior: Determines how DocXtender should handle detected duplicate files.
    1. Prevent: Duplicate files will not be attached or uploaded.
    2. Rename Automatically: Duplicate files will be renamed and then attached or uploaded.
    3. Rename Prompt: The user will be prompted about whether they would like to rename. If accepted duplicate files will be renamed and then attached. This is not supported for SharePoint storage.
    4. Replace: The existing file will be overwritten with the new file. This is not supported for Document Attachment storage.
  4. SharePoint Host: This is your own SharePoint host. The format for the host is typically “yourcompanyname.sharepoint.com”.
  5. SharePoint Site: This is optional, but recommended. It is the name of the Site where you would like documents to be uploaded to.
  6. SharePoint Folder: This is optional, but recommended. It is the name of the parent folder where you would like documents to be uploaded to.
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2 Comments

  1. Gary Winey
    Gary Winey July 23, 2020 at 1:28 pm

    We had to play around with the SharePoint configuration a bit to get it to work the way we wanted.

    1. Mappings to DocXtender Setup SharePoint fields from SharePoint url

    https://your.sharepoint.com/sites/DMSDocXtender/Shared Documents/ClientName/plus/more/if/you/need/them
    | | | | | |
    ———————————- —————————- ——————–
    |-> SharePoint Host |-> SharePoint Site |-> SharePoint Folder
    your.sharepoint.com DMSDocXtender ClientName

    2. The Documents folder in the main SharePoint site or any other site ends up being Shared Documents in the generated url
    3. Any file path(s) specified in the SharePoint Folder will be generated, always as sub folder(s) under the Documents folder
    4. After attaching files, if you click the vertical ellipses and select edit
    a. Text files and PDFs will display the path specified in the SharePoint configuration
    https://your.sharepoint.com/sites/DMSDocXtender/Shared%20Documents/ClientName/Item/1000/DocXtender%20Test.txt

    b. All other files (including Csvs) will display a different path although the files will be in the proper place in SharePoint
    https://your.sharepoint.com/sites/DMSDocXtender/_layouts/15/Doc.aspx?sourcedoc=%7BC2D30022-F8E9-4D5A-994D-3FF1FD04C8CB%7D&file=DocXtender%20Test%20Upload.docx&action=default&mobileredirect=true

  2. Gary Winey
    Gary Winey July 23, 2020 at 2:39 pm

    For version 2.0.7461.0, it appears the permission set is IWORKS COMMON.

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