You need to define a batch task for archiving documents and synchronizing data between your ECM system and Microsoft Dynamics 365 for Finance and Operations.
Things to know
If you have already configured batch processing tasks under edoc archivelink > Setup > Bases > Parameters > Batch processing job in the Batch processing tasks section, you must deactivate the batch processing job once after defining the batch task and then reactivate it.
If you have not yet configured any batch processing tasks, you can activate the central batch task. The tasks and processes for edoc archivelink are only executed once you have activated a batch task.
Here's how
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Click on edoc archivelink > Periodic tasks > edoc archivelink Batch in the navigation bar.
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Under Batch processing tasks, enter the name edoc archivelink Batch. This name uniquely identifies the global batch of edoc archivelink.
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If required, enter the group that you have defined for the global batch under Batch group. If you have not defined your own group, select the Empty batch group entry.
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Leave the Private and Critical job options deactivated.
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Under Monitoring category, select the category that you have defined specifically for the global batch if required. If you have not defined your own category, select the entry Undefined.
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Click on the Repeat link in the dialog and enter the data for running the global batch:
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Enter the start date, start time, and time zone.
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Activate No end date so that the global batch is executed endlessly.
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Activate Recurrence pattern > Minutes and enter 10 as the number so that the global batch is executed every 10 minutes.
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Click on OK.
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Click OK in the edoc archivelink Batch dialog.
If you have not yet defined the edoc archivelink batch processing job, configure the details of the batch processing job next.
For more information see: Configure the batch processing job for tasks and processes
See also