To ensure that all the functions you have defined in edoc archivelink are also executed automatically, you must define individual tasks for the central processes in the batch processing job.
For details about various concepts in the context of batch processing see: What is the difference between "batch", "batch processing job" and "batch processing task"?
You can activate the batch processing job for the following processes under edoc archivelink > Setup > Bases > Parameters > Batch processing job in the Batch processing tasks section:
-
Synchronize data: This process is used to create files in Microsoft Dynamics for Finance and Operations that you have specified in the indexing definition.
-
Archive reports: This process is used to archive all reports for the actions you have specified in the indexing definition.
-
Import documents: This process is used to import documents from the ECM system into Dynamics 365 for Finance and Operations that you have specified in the indexing definition.
-
Archive document attachments: This process is used to transfer the attachments of the processes to the ECM system.
If you already have a lot of data in Microsoft Dynamics 365 for Finance and Operations and you also want to process historical data with edoc archivelink, then use the process Process bulk archiving jobs.
Activate or deactivate the batch processing job
In the Enable or disable batch job section, you can activate the configured batch. Processing begins immediately upon activation, so activate the option at the end.
If you specify a different number of batch processing tasks per process, you enable parallel process processing.
When processing the batch processing tasks (Number of batch tasks), edoc archivelink counts all specified batch processing tasks together.
For the batch processing job, you must specify a maximum runtime for a batch processing task and the elapsed time after which a process is repeated.
-
Maximum runtime: Enter the duration in the format hh:mm:ss.
-
Repeat: Enter the time in the format hh:mm:ss after which all batch processing tasks should be repeated.
During batch processing, a maximum of up to seven batch processing tasks are processed in parallel.
If you activate expert mode, you can specify your own runtimes and times for repetition for each process. Only use expert mode if different processing is actually needed for your organization.
Synchronize data
If you use the indexing definition type Folder CUD in the indexing definition, activate the corresponding option for the synchronization of data:
-
Activate process: Activate this option to perform the specified tasks.
-
Create data: Activate this option to synchronize new files with the ECM system.
-
Update data: Activate this option to synchronize updated files with the ECM system.
-
Delete data: Activate this option to also delete deleted files in the ECM system.
-
Number of batch tasks: You can specify up to six batch processing tasks. The number of batch processing tasks staggers the processing. The number indicates how many processes can be processed in parallel. All other processes wait until the batch processing job has been processed.
Archive reports
If you use the indexing definition type Posting in the indexing definition, activate the corresponding option for archiving reports:
-
Activate process: Activate this option to perform the specified tasks.
-
Archive on print: Activate this option to archive reports when printing in the ERP system. When the reports are archived in the ERP system, they are also synchronized in the ECM system.
-
Archive without printing: Activate this option to archive reports in the ERP system, even if reports are generated without printing. When archiving in the ERP system, the reports are also synchronized in the ECM system.
-
Number of batch tasks: You can specify up to six batch processing tasks. The number of batch processing tasks staggers the processing. The number indicates how many processes can be processed in parallel. All other processes wait until the batch processing job has been processed.
The following requirements apply to electronic reports (ER reports): How do I archive reports that have been generated for electronic reporting (ER)?
Import documents
If you use the indexing definition type Attachment in the indexing definition, activate the corresponding option to import documents from the ECM system into Dynamics 365 for Finance and Operations:
-
Activate process: Activate this option to perform the specified tasks.
-
Number of batch tasks: You can specify up to six batch processing tasks. The number of batch processing tasks staggers the processing. The number indicates how many processes can be processed in parallel. All other processes wait until the batch processing job has been processed.
The prerequisite for this function is automatic inbound processing: Configure automatic inbound processing for incoming documents
To complete the automated import process for a repository, you must go to edoc archivelink > Setup > Systems > Systems in the selected system and define, check and, if necessary, specify the following options in the Repositories section of the Setup menu.
-
Import documents > Maximum documents per import: Specify the number of documents to be imported from the ECM system into the ERP system per batch processing task.
-
Import documents > Batch processing interval: Enter the time in hh:mm:ss format after which all batch processing tasks should be repeated.
Archive document attachments
If you use the indexing definition type Attachment in the indexing definition, activate the corresponding option to transfer the attachments of the processes to the ECM system:
-
Activate process: Activate this option to perform the specified tasks.
Process bulk archiving jobs
If you have already been using Dynamics 365 for Finance and Operations for some time and only integrate edoc archivelink into your system environment later on, you can also process historical data (older data) with edoc archivelink.
-
Activate process: Enable this option to perform the specified tasks. If you activate this function, you must define the bulk archiving job next: Perform bulk archiving and create sales orders for reindexing. The process is only executed once you have activated the process and configured bulk archiving.
To complete the bulk archiving for a repository, you must go to edoc archivelink > Setup > Systems > Systems in the selected system, define and check the following option in the Repositories section of the Setup menu and–if needed–specify the option.
-
Bulk jobs > Interval time parameter (Bulk job): Specify the time in the format hh:mm:ss after which all batch jobs are to be repeated.
Activate the central edoc archivelink batch processing tasks
For batch processing to work, you must then activate the central edoc archivelink batch processing job. For more information see: Define the central edoc archivelink batch processing job
See also