You must create a connection to your ERP system in edoc archive service to connect the ERP system to the ECM system at a later stage. The ERP and ECM-specific fields and properties are retrieved with the connections and mapped later.
You can also create several connections per ERP system to realize different scenarios.
You need the following data from your ERP system to establish a connection:
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Authentication method, e.g. Microsoft Entra ID or NTLM.
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Authentication data (e.g. API key, secret, user name, and password).
When you set up the connection for the first time, all tables, sub-tables, pages, and reports of the ERP system are queried after saving. You need this data to configure the process types. The query process can take some time depending on the amount of data.
Here's how
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Go to the edoc platform system environment and open the administration of edoc archive service in the browser.
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Navigate to Configure ERP connections > Create new connection.
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Enter any meaningful name for the connection under Enter connection name. You use the name to identify the ERP connection when mapping it to an ECM connection.
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Enter a short description under Enter a description of the connection, e.g. notes or special information about the connection.
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Select the relevant ERP system under Select the ERP system. Different fields are displayed depending on the ERP system.
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Under Select authentication method, select the authentication method that matches the ERP system, e.g. Microsoft Entra ID or NTLM. Different fields are displayed depending on the authentication method.
Once you have entered all the data for the connection, enter the specific data for the connection and authentication method for your ERP system.
Specify the connection data for the ERP system "Microsoft Dynamics 365 Business Central (Cloud)"
To connect to Microsoft Dynamics 365 Business Central in the cloud, enter the following data:
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Specify the default API version of the ERP system: specify the default version of the API of your ERP system. Example: 2.0
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Specify environment name: Enter the name of the environment of your ERP system. Example: Production
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Specify API version of edoc archivelink: specify the API version of the edoc archivelink interface in your ERP system. Example: 1.0
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Specify company ID: enter the company ID of your ERP system. You can find the company ID in the REST API documentation of your ERP application.
For more information about identifying the company ID see: How do I identify the company ID of my ERP system?
Specify the connection data for the ERP system "Microsoft Dynamics 365 Business Central (On-Premises)"
To establish a connection with Microsoft Dynamics 365 Business Central (on-premises, local), enter the following data:
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Enter server instance name of the ERP system: enter the name of the server instance of your ERP system that you specified when installing the ERP system.
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Specify API version of edoc archive service: specify the API version of the edoc archive service interface in your ERP system. Example: 1.0
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Specify company ID: enter the company ID of your ERP system. You can find the company ID in the REST API documentation of your ERP application.
For more information about identifying the company ID see: How do I identify the company ID of my ERP system?
Specify the connection data for the ERP system "Microsoft Dynamics Navision"
To establish a connection with Microsoft Dynamics Navision (on-premises, local), enter the following data:
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Enter server instance name of the ERP system: enter the name of the server instance of your ERP system that you specified when installing the ERP system.
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Specify company name: enter the name of the company of your ERP system.
Specify the connection data for the ERP system "SAP S/4HANA"
To connect to SAP S/4HANA in the cloud, enter the following data:
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Enter the base URL of the ERP application server: enter the base URL of the server with the Internet protocol (e.g. https:// or http://) on which your ERP system is running.
Specify the data for the "Microsoft Entra ID" authentication method
To establish a connection using Microsoft Entra ID, enter the following data:
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Specify tenant ID: enter the tenant ID of your ERP system.
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Specify application ID (client ID): enter the application ID of your ERP system.
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Specify client secret: enter the client secret of your ERP system.
Specify the data for the "NTLM" authentication method
To establish a connection using the NTLM authentication protocol, enter the following data:
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Enter the base URL of the ERP application server: enter the base URL of the server with the corresponding Internet protocol (e.g. https:// or http://) on which your ERP system is running.
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Enter the port of the ERP system: enter the port under which your ERP system can be accessed.
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Specify ERP service user name: enter the name of the service user in your ERP system. The service user is used for authentication in the ERP system and must have the corresponding permissions in the ERP system.
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Specify ERP service user password: enter the password of the service user in your ERP system.
Specify the data for the "Basic authentication (BasicAuth)" authentication method
To establish a connection using basic authentication (BasicAuth), enter the following data:
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Specify ERP service user name: enter the name of the service user in your ERP system. The service user is used for authentication in the ERP system and must have the corresponding permissions in the ERP system.
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Specify ERP service user password: enter the password of the service user in your ERP system.
Test the connection and retrieving data from the ERP system
After you have entered the connection data, test the connection with Test connection.
Once you have successfully configured the connection, click on Save.
If the structure of the retrieved data in the ERP system has changed or if the data import did not work, click on Query data from ERP system.