edoc NAV plugin ecm Administration Guide
edoc NAV plugin ecm Administration Guide
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Configure the connections to ECM systems

In order for edoc NAV plugin ecm to interact with your ECM system and for your users to be able to use the functions of edoc NAV plugin ecm, you must configure the connections and URLs to the web applications.

Things to know

You can decide whether you want to establish a connection to the ECM server or use a static URL to the ECM web application. Depending on how you decide, enter the data in the selected fields:

  • You must enter the following data for the ECM server connection: Server URL, Repository ID, and Connection string.

  • You must enter the following data for the static URL to the web application: Direct link URL and Use direct URL.

Navigate to edoc plugin ecm - configuration to define the connection details.

Enter the following data in the overview:

  • Code: Enter any string to identify the connection. Example: D3ONE, SHAREPOINT.

  • Description: Enter a meaningful text that describes the connection in more detail.

  • Server URL: Enter the URL of the destination application to the ECM system. If you want to use a direct link to the web application, do not enter anything in this field. You must then enter the static URL under Direct link URL.

  • Repository ID (only in connection with Server URL): Enter the repository ID of the ECM system.

  • Connection string (only in conjunction with Server URL and Repository ID): Enter the connection string using wildcards to perform a search in the ECM system. The result of the search is then displayed to the user accordingly. You can create connections for d.velop documents (d.3one) and Microsoft SharePoint:

    • d.velop documents (d.3one):

      [ServerURL]/dms/r/[RepositoryID]/sr/?objectdefinitionids=%5B%22[DocType]%22%5D&properties=%7B~%22[FieldID]%22:%5B%22[Value]%22%5D,~~%7D&showdetails=true

    • Microsoft SharePoint:

      [ServerURL]/sites/[RepositoryID]/[DocType]/Forms/AllItems.aspx?~FilterField[i]=[FieldID]&FilterValue[i]=[Value]&~~

  • Default URL: Enter a URL that is used by default if the search has been configured incorrectly or if you have configured the search as a manual search. The default URL loads the corresponding web page the first time, e.g. a search result.

  • Direct link URL: Enter the URL that is used as the static URL for a web application.

  • Use direct URL (only in conjunction with Direct link URL): You must activate this function if you have specified a static URL.

  • Encode document type (only in conjunction with Connection string): You must activate this function so that the placeholder [DocType] in the connection string is HTML-typed encoded. Example: If the value of the placeholder [DocType] contains special characters such as a dot (.) or a minus sign (-), these characters are converted accordingly in the URL.

In the Dynamics NAV default menu, you will find additional functions to help you with configuration:

  • Check default URL: Opens the configured default URL in a new browser tab.

  • Check direct link: Opens the URL for direct linking in a new browser tab.


In the next step, you define the properties that may be used when mapping the properties: Define properties for the property mapping in edoc NAV plugin ecm

See also