Setup
The basic setup of the Aptean ECM Connect app is carried out on the ECM Connect Setup page.
In separate FastTabs, you set up the different functional areas of the app.
Among other things, the FastTabs offer setup options for:
- the Filebox export
- the report export
- the document import
- the keeping duration
- the Aptean ECM Connect default link (only for target system Other)
Fields
| Field Name | Function for Aptean ECM Connect |
|---|---|
| General | |
| Target System | A DMS to be connected can be selected here. Only the Other target system is available in the Aptean ECM Connect app. Additional systems can be selected after installing connector apps. |
| Use Documents for Entry Links | Indicates whether the related document from entry records is used for linking to the target system. |
| Filebox Export | |
| Filebox Active | If the Filebox is activated, the Aptean ECM Connect Filebox is activated in various places in Microsoft Dynamics 365 Business Central for file storage. |
| Filebox Download Active | Specifies whether files can be downloaded from the Aptean ECM Connect Filebox. |
| Copy Filebox Files | Specifies whether files are copied to the documents resulting from the action when documents are created and posted. |
| Allow deletion of archived Filebox files | Specifies whether Filebox files can be deleted if they have already been archived. |
| Advanced Mode | Specifies whether metadata is added to the files dropped into the Filebox in advanced mode. |
| Immediate Filebox-Export | Indicates whether a Filebox export is performed immediately. The additionally installed connector app determines whether this field is active. |
| Report Export | |
| Report Export Active | If report export is activated, report export entries are automatically generated during printing. In the Automatic Archiving Setup, you can also set up for which reports report export entries are automatically generated when posting. |
| Export Report with lines | If reports are exported with lines, report line export entries are automatically generated. |
| Immediate Report-Export | Indicates whether a report export is carried out immediately. The additionally installed connector app determines whether this field is active. |
| Document Import | |
| Document Import Active | If the document import is activated, documents can be imported from the target system. |
| Check amounts | Indicates whether, before posting, purchase documents from the ECM are checked to ensure that the amounts imported from the target system match the amounts in the document in Microsoft Dynamics 365 Business Central. |
| Data Keeping Duration | |
| Keeping Duration | Specifies how long Aptean ECM Connect export entries are retained. |
| Allow for Posted Imports | Indicates whether document import entries for posted documents are deleted as part of the keeping duration. |
| Aptean ECM Connect Default Link | |
| Target System Base URL | Specifies the base URL of the target system. |
| Archive-ID | Specifies the archive ID of the target system. |
Functions
This function creates a general setup for Aptean ECM Connect. In addition, the following setups can be created automatically:
- ECM Connect Company Setup
- ECM Connect Posting Mapping
- ECM Connect Validation Setup
- ECM Connect Report Export Setups
- ECM Connect Report Fields Setup
- ECM Connect Automatic Archiving Setup
- ECM Connect Filebox Categories
This function can be used to transfer the setup data of the company to other companies. A selection of the desired setups and companies can be made. To select a target company, it must exist in the ECM Connect Company Setup.
CAUTION!
If data is already available in a selected company, it is overwritten after confirmation.
Setup Wizards
There is also the option of setting up Aptean ECM Connect on the Assisted Setup page using setup wizards. Setup wizards are available for:
- ECM Connect Setup
- ECM Connect Company Setup
- ECM Connect Posting Mapping
- ECM Connect Validation Setup
- ECM Connect Report Export Setup
- ECM Connect Automatic Archiving Setup
- ECM Connect Filebox Categories