edoc D365 BC plugin ecm Administration Guide
edoc D365 BC plugin ecm Administration Guide
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How do I migrate data from edoc plugin ecm version 3 to version 4?

With edoc D365 BC plugin ecm version 4, a new object area has been defined for the edoc plugin ecm objects in Microsoft Dynamics 365 Business Central.

To use edoc plugin ecm version 4, you must migrate your edoc plugin ecm objects from version 3 to version 4. If you have installed a version earlier than version 3, you must first update your installation to version 3.

Before you start

You need a ZIP program that supports two formats:

  • To unpack the exported file in rapidstart format.

  • To create a file for importing in gzip archive format.

If necessary, get a zip program that supports these file formats, e.g. 7-Zip.

Export data from edoc plugin ecm for Dynamics 365 BC version 3

You must first create a new configuration package in Dynamics 365 Business Central so that you can export the edoc plugin ecm tables and the data content.

Here's how

  1. Open your Dynamics 365 Business Central environment and search for the keyword Configuration Packages.

  2. Click on the Configuration Packages entry to open the overview.

  3. Click on New under Configuration Packages to create a new package.

  4. Enter a unique and meaningful name in the General section under Code. Example: edocpluginecm (best practice: enter names for code without spaces).

  5. Enter a meaningful name in the General section under Package name. Example: Data migration edoc plugin ecm.

  6. Activate Exclude Config. Tables.

  7. Go to the Tables section and enter the following table IDs (one entry per line) to display the respective data of the individual tables:

    1. 89100

    2. 89101

    3. 89102

    4. 89103

  8. Open the Export package entry in the Export to Excel menu to export the data package and save it locally.

  9. After exporting, delete the configuration package from the overview to obtain a unique entry for the import.

Once you have exported the data from version 3, the next step is to delete the edoc plugin ecm for Dynamics 365 BC app from your system environment.

Delete the edoc app and the associated data

Before you can install version 4, you must delete the edoc plugin ecm for Dynamics 365 BC version 3 app and all associated extension data in your system environment. Deleting the extension data is necessary, otherwise problems will occur in version 4.

Here's how

  1. Search for the keyword Extension Management in your Dynamics 365 Business Central environment.

  2. Click on the Extension Management entry to open the overview.

  3. Uninstall the edoc plugin ecm for Dynamics 365 BC version 3 app.

  4. Activate the Delete extension data entry in the Extension Uninstallation dialog.

  5. Click on Uninstall.

You have successfully uninstalled version 3 and deleted the associated data.

Once you have uninstalled the data from version 3, edit and convert the exported data in the next step.

Replace table IDs in the exported rapidstart file

Once you have exported the data from version 3, unzip the exported file and replace the table IDs with the table IDs from version 4.

Use your zip program to create an archive file in gzip format.

Here's how

  1. Unpack the exported rapidstart zip file on your local disk.

  2. Open the unzipped file with an editor, e.g. Notepad++ and replace the following values with using search and replace:

    1. <TableID>89100</TableID> is replaced by <TableID>72290977</TableID>.

    2. <TableID>89101</TableID> is replaced by <TableID>72290978</TableID>.

    3. <TableID>89102</TableID> is replaced by <TableID>72290979</TableID>.

    4. <TableID>89103</TableID> is replaced by <TableID>72290980</TableID>.

    5. <EDOCpluginecmsetup> is replaced by <EdocPluginECMSetup>.

    6. </EDOCpluginecmsetup> is replaced by </EdocPluginECMSetup>.

    7. <EDOCpluginecmpages> is replaced by <EdocPluginECMPages>.

    8. </EDOCpluginecmpages> is replaced by </EdocPluginECMPages>.

    9. <EDOCpluginecmindexmapping> is replaced by <EdocPluginECMIndexMapping>.

    10. </EDOCpluginecmindexmapping> is replaced by </EdocPluginECMIndexMapping>.

    11. <EDOCpluginecmindex> is replaced by <EdocPluginECMIndex>.

    12. </EDOCpluginecmindex> is replaced by </EdocPluginECMIndex>.

  3. Save the file.

  4. Use a zip program (e.g. 7-Zip) to create an archive file in gzip format.

  5. Change the file extension of the new archive file from gz to rapidstart.

In the next step, import the rapidstart archive file as a configuration package into edoc plugin ecm version 4.

Import the prepared package into edoc plugin ecm version 4

To be able to use your configuration package in version 4, install the app file for edoc plugin ecm for Dynamics 365 BC and then import the prepared rapidstart file.

Install the edoc plugin ecm for Dynamics 365 BC version 4 app.

Here's how

  1. Install the edoc plugin ecm for Dynamics 365 BC version 4 app.

  2. Search for the keyword Configuration Packages.

  3. Click Import package in the menu and select the prepared rapidstart file.

  4. Click on the imported package in the overview to check the contents.

  5. Click on Apply package.

The configuration has been applied.

If errors are displayed for any table, you must exclude all fields in the table from the check using the No. of Fields to Validate.

Here's how

  1. Click on the number in the No. of Fields to Validate column for the incorrect record.

  2. Click on Edit list in the menu.

  3. Deactivate all entries in the Validate field column.

  4. Repeat the steps for importing the configuration package (prepared rapidstart file).


See also