Monitor the processes in the cockpit

In the edoc archivelink cockpit, you can view all archiving and synchronization processes at a glance.

The cockpit is divided into three sections:

• Various filter options for the processes

• Overview of the processing

• Overview of the batch processing tasks

Various filter options for the processes

In the first section, you can use various filter options to quickly filter the tabular overview of all processes in edoc archivelink and in Microsoft Dynamics 365 for Finance and Operations.

The following filters are available for the processing status: All, New created, Waiting, Processing, Error, On hold.

You can also filter the tabular overview of all processes by Processing type and Processing status. If you have several systems, you can also select a system under System ID.

Overview of the different processing types

• Store new document: A document is archived in the ECM system.

• Create report: A report is generated for a new sales order, purchase order, etc. in Dynamics 365 for Finance and Operations.

• FolderCUD - Insert: A new data collection (e.g. file) is created in Dynamics 365 for Finance and Operations.

• FolderCUD - Update: An existing data collection (e.g. file) in Dynamics 365 for Finance and Operations is updated. Only the fields that you have defined in the field change of the index definition are updated.

• FolderCUD - Delete: An existing data collection (e.g. file) in Dynamics 365 for Finance and Operations is irrevocably deleted. The data collection already archived in the ECM system is retained.

• Get pending import documents: Regularly checks which ECM document is already in the edoc archivelink cockpit. This processing type is only displayed if you have specified in batch processing that documents should be imported automatically.

• Import document: Documents are imported from an ECM system into Dynamics 365 for Finance and Operations. This processing type is only displayed if you have specified in batch processing that documents are to be imported automatically.

• Automatic processing: The imported document is linked to the process in Dynamics 365 for Finance and Operations.

• Store new indexes: The information of the new document fields is synchronized with the information of the document fields of the ECM system.

• Cleanup: The edoc archivelink cockpit is cleaned up. The cleanup was executed with the batch processing job edoc Cockpit cleanup.

• Barcode entered: A scanned barcode has been synchronized with the barcode from the ECM system.

• Bulk archiving/re-indexing jobs: The batch processing job for bulk archiving and reindexing has already been executed.

Overview of the process

For a process, you can display the details of the processing, e.g. because there is an error.

In the Processing section, the details of the processing process are displayed for the process selected under Processing type.

You can view the corresponding error message under Error description. To solve the error, click on Clarification in the menu.

If you want to solve errors, you have various options with the Maintenance function:

• Reset operation: Resets the operation to the Waiting processing status so that the processing operation is executed again using the batch processing job.

• Re-index and reset operation: Resets the operation to Waiting processing status and re-indexes the fields so that the processing operation is executed again using the batch processing job.

• Deactivate operation: Deactivates the operation for the entry in the edoc archivelink cockpit. You can no longer reset or retain deactivated entries.

• Withhold operation: This action is used to perform a soft delete (remove, not delete) of an entry in the edoc archivelink cockpit. The entry is therefore "parked" so that it can be reset or deactivated later if necessary.

• Regenerate report: Use this function to create a new report for the selected process.

For more information about clarifications see: Overview of faulty processes in "Clarification"

Overview of the batch processing tasks

In the Batch processing tasks section, you can get an overview of the configured batch processing job, the status of the batch processing tasks and the existing repositories.

You can perform various actions for all processes under Functions:

• Batch start: Immediately starts the batch processing job that you have configured under Periodic tasks > edoc archivelink Batch. The prerequisite is that you have configured and activated a batch processing job.

• Restart faulty batch tasks: Starts the batch processing tasks marked as faulty that you have configured under Setup > Bases > Batch processing job.

• Batch cancel: Cancels the batch processing job that you have configured under Periodic tasks > edoc archivelink Batch.

• Enable paramer setting: Activates the batch processing job that you have configured under Setup > Bases > Batch processing job. If you have not yet configured any batch processing tasks, you must define the batch processing tasks.

• Disable paramer setting: Deactivates the batch processing job that you have configured under Setup > Bases > Batch processing job.

See also

• Clean up data in the edoc archivelink cockpit

• Overview of faulty processes in "Clarification"