Once you have decided what storage type you want to use and you have configured (see specific help section for each kind of storage) type ALT+Q (search) and digit “Service Configuration (EAL)”
Field | Description |
---|---|
Code | Chose a code that is significant I.E DCS_CUSAGR |
Type | Select the storage type you are going to use (highlighted in orange options are suitables) |
EndPoint URI | Insert the https uri of the storage service |
Configuration details | Insert all the api key - secret that are required for this storage type |
An administrator is needed to login and grant permission to DocSolutions app. in Azure
In DocSolutions (DCS) Table Setup, the default setups must be loaded from Actions-> Load Default:
The system offers us the defaults to load, choose “DocSolution for File System”.
Libraries Setup
From Edit, open the Document Library(s) you wish to enable, e.g. “Customer”:
Field | Description |
---|---|
Filesystem Type | Chose the same type as in the previous setup |
Service Config Code | Select the same code that you defined before I.E. DCS_CUSAGR |
Folder Pattern Code | Select the default existing one |
Filename Pattern Code | Select the default existing one |
Folder pattern
From the drop-down menu on the Folder Pattern Code field, choose “Select from full list” and from Manage-> Edit you can view/modify the document storage path:
Field | Description |
---|---|
General | |
Code | Filename pattern code |
Type | specify whether the pattern will be used for Folders Files |
Root Folder | path where the files will be saved. In the example they will be placed in the DocSolutions sub folder which is contained in the Documents folder |
Enabled | you can create the setup card and enable or disable it as needed |
Composition | |
Tipo | Indicate the Line Type. It can be: Text, Field, Primary Key, No. Series, Table Name, Table No., Original Name E.g.: If you write: the uploaded files will be saved in Documents \ DocSolutions, in a further folder “Customer”, in a further subfolder “Customer No.". |
By pressing Test (Read/Write) we check that the connections are working:
Filename pattern
In the same way, from the drop-down menu on the Filename Pattern Code field, we select “Select from full list” and from Manage-> Edit we can view/modify the name to be assigned to the documents:
Permissions
From the Library card-> Permissions we define which User Group, User or Permission set can read / write files in a specific location:
Mapping
This feature is not available for DocSolutions for File System. For metadata management evaluate Docsolutions for Sharepoint
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