Print Archive Document Types
Built-in Print archive utilizes regular Document types for archiving SSRS reports. More precisely, the Document type to be used for archiving SSRS reports is set in the Document management parameters > Default document types. The Document type selected for the File document group will be used for archiving.
If the Document type is not set under Document management parameters, then the firstly found Document type with File in the Group field will be used, and usually this is the type with Type ID = File; the described logic is hardcoded in X++. Because of that, all archived reports are saved to the same location – either to Azure Blob storage or to the same SharePoint folder, which depends on the Location field of Document type with Type ID = File.
Print archive document type per company
Instead of using always the same Document type (e.g File) when archiving reports, Docentric enables you to configure different Document types for different companies in Docentric AX Parameters. The configured Document type is applicable for both SSRS- or Docentric- based reports when archiving is done using Docentric print destinations.
Print archive document type per report
Furthermore, you can set up and use different Document types for archiving different reports. This way you can save your invoices and purchase orders in different SharePoint folders. You can set up Document types for archiving per report per company in Docentric report setup.
Print archive document type per report execution
From version 3.4.6 we introduced an additional option for configuring Document type for archiving – per report execution. Namely, on the Print destination settings form you can now select which Document type to use when the Save in print archive option is turned on.
If you select no Document type, i.e. leave the Document type for archiving combobox empty, the Document type configured in Docentric report setup (or Docentric AX parameters) will be used.
View used Document type for archiving in Print archive
You can check which Document type is used for report archiving directly in Print archive. Document type on a single Print archive record determines the exact location of the archived report document.
Document types for archiving to SharePoint
Print archive stores report metadata such as Account number, Source table and Journal data, report execution metadata such as report parameters, print settings and outgoing emails, PDF security information, etc.
However, the archived report documents are stored on the location determined via Document type used for archiving. If the document type points to a SharePoint document library, you can use an advanced option – to store archived report documents on SharePoint with metadata. Learn more >>
Additional customization when saving to reports Print archive
Additional customization is possible through customization of regular Document types. For example, you can create a new Action class that inherits from DocuActionFile (Attach file) and implements our interface DocDocuActionArchiveInterface. In your custom Action class you will then be able to override the attachFile() method and take advantage of the report archive contract that carries meaningful report metadata such as Invoice ID, Customer Account Number, Sales ID, etc. This way you will be able to implement completely custom archiving.
Install Docentric SSRS Replicas >>
Print Archive per Customer and Vendor >>
Print Archive Saving Settings >>
Set up saving to SharePoint with metadata fields through Print archive >>
Access Print Archive from Common Journals >>
Download Docentric SSRS Replicas >>