Setting up the Advanced Document Management module involves creating an attachments folder and mapping the attachments folder to the server.
Create the Attachments Folders
Complete the following steps to create a \docs folder and then sub-folders to hold your attachments.
Before performing this procedure, make sure no one is logged into Microsoft Dynamics GP or Service Management or Job Cost.
To create the Attachments folders:
Create a \docs folder under the \Microsoft Dynamics GP folder on the shared server. The attachments folders must be created on the shared server so everyone can access the attachments.
Create the following folders under \docs:
Service Management
\appointments
\calls
\contract
\customer
\equip
\equtype
\location
\mastercontract
\model
\model
\quote
\subloc
Job Cost
\changeOd
\costcode
\forecast
\job
\project
\subctr
TimeTrack
\timetrack
Map the Attachments Folder to the Server
Add the following line to the DEX.INI file on each client workstation: WS_DocRoot=H:\GP\docs (must end in backslash)
where H is a shared mapped drive
where GP is the name of the Microsoft Dynamics GP folder on the shared SQL server
where docs is a folder in the Microsoft Dynamics GP folder
Map the Temporary Folder Location
You must specify a temporary folder to be used when viewing attachments that were copied to the database.
Add the following line to the DEX.INI file on each client workstation:
WS_TempDir=C:\temp (must end in backslash)
where C is the local drive
where temp is the name of the folder that will hold the attachments
Update the Next Document Number (Optional)
If you have multiple companies that are using document attachments, the "Copy File" method saves attachments for all companies to the same shared location. You will receive an error when saving an attachment if the next document number that defaults has already been used by another company.
You can set the next document number to be different for each company by updating the WSDOCS field in the WSSEQ table. The maximum document attachment number is 2,147,843,648; determine how you want to divide this number based on the number of companies you have.
For example, if you have three companies, you may select to start Company A with the next number of 1, but perform the following two SQL actions to update the next number for the other two companies: Company B: UPDATE WSSEQ SET WSDOCS = 715947882 Company C: UPDATE WSSEQ SET WSDOCS = 1431895766
Create the Pathname to the Document Viewing Application
If a file extension association was established in Windows Explorer, the system uses that association when viewing document files. You must create a pathname to the document viewing application only if a file extension association does not exist in Explorer, or if you want the ability to override the association in Explorer.
To create the pathname to the document-viewing application:
Select Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Document Viewers.
Enter a three or four-character document type in the Type field.
In the View Path field, enter the location of the application's executable file. This must be entered in the following format: :c:directory/XXXX.exe
Select Save.