How to Set Up Global Parameters

Before starting to using Docentric AX you might need to review Docentric AX global parameters described in this tutorial. After installation, these parameters are set to some default values that you can change using the Docentric AX Parameters form.

The Docentric AX parameters form can be open from the Docentric AX workspace, or from the Organization administration module menu.

The Docentric AX workspace is located in the default dashboard among other workspaces.

Also, the Docentric AX workspace can be open from the Organization administration module menu. You can also directly arrive to the form by clicking the Docentric AX parameters menu item from the Docentric AX menu, which is the last menu within Organization administration module menu.

The Docentric AX workspace looks like the following.

Open the Docentric AX parameters form and take a look on each of the tab pages.

For Docentric AX Free Edition only the following sections of the Docentric AX parameters form applies:

Product

In the Product tab page you can find Version and Release date of the product likewise online tutorials URL.

Licensing

In the Licensing tab page you can unlock the product or update the license, e.g. to renew the subscription, by clicking the Load license file button.

You don’t need any license (and unlocking the product) to use Docentric AX Free Edition.

Templates

In the Templates tab page you can specify the default template storage on SharePoint, Azure blob storage and File system.
This info will be used when customizing system templates, which are stored as AOT Resources, as default values for template storage settings. Also, the same info will be used with custom templates, which are usually created by end users in a production environment.

Emailing

In the Emailing tab Email parameters and SMTP client settings can be set up.

Default email sender account

Email parameters: Link to the system email parameters page.
Send test email: Use it to check if the Default email sender account is set correctly.
Placeholder: Instead of Use it to check if the Default email sender account is set correctly.
Default email sender account: read-only field displaying the selected Batch email provider type and the corresponding user name.
Email sender display name is used as the email sender display name when emailing reports, e.g. Docentric Services. This is applied for all Docentric reports except those, which have this value set differently in the report setup. It is even possible to set different values for different companies for a single report.

Additional email sender accounts

Use this grid to specify the additional email sender accounts by providing the Username, Password, Outgoing mail server, SMTP port number, Is SSL required and Email sender display name property. When the From address value in the Email print destination on the Print destination settings form will match one of the values in these additional email sender accounts, then the matched sender will be used for emailing the report.

SMTP client settings

Here you can set up additional SMTP settings such as SMTP client timeout, Body transfer encoding, Smtp delivery format and Body and subject encoding.

Email distributor batch

Use Docentric email distributor batch: With this option turned on you will be able to use multiple email sender accounts set in Docentric AX parameters, not only the default one set in Email parameters. Also, it enables use of additional fields of email messages such as Cc, Bcc, Reply-to and Bounce-to when emailing reports.
Enable email sending log: Enable logging for email distributor batch. This way you will be able to check error messages for failed emails directly on the Email sending status form.

When you install Docentric AX for the first time, the Use Docentric email distributor batch and Enable email sending log options are turned on by default. But if you upgrade Docentric AX from one of the previous versions you will need to turn them on manually.
In both cases however, if you already have Email distributor batch up and running in your environment, you will need to reschedule it, i.e. to stop the batch job and start it again while these options are turned on.
Docentric report emailing capabilities are improving the report emailing process in several ways.
Read more about this >>

Print destinations

In the Print destination tab some print destination settings can be set up.

Screen print destination

In the Select report viewer combo box select which report viewer to use for previewing reports when using Docentric Screen print destination.
The Max number of reports open in viewer setting is applicable for multi-document output reports such as Customer account statement and Payment advice. If zero, the default value (3) will be used.

File print destination

In the Default destination container on Azure field specify the default target blob storage container on Azure where report output files are saved.
In the Default destination folder on File system field specify the default target shared folder on File system where report output files are saved.

Printer print destination

Use the Company default printer link to set up the global default printer for current legal entity. If no other printer is configured for the user on User group’s default printer or User’s default printer page, then this printer will be used when user selects printing to his or her default printer.
Use the User group’s default printer link to set up the default printer for user groups.
Use the User’s default printer link to set up the default printer for users.
Use the Network printers link to jump to the system page for configuring the network printers.

Learn more on how to set up default printers >>

Per company print archive settings for document types for archiving can be set here. One document type per company can be set.

Security

In the Security tab some security settings can be set up. For example, you can make the Generate DS print destination invisible on the Print destination settings form for all reports, by turning off the Is Generate DS visible checkbox.

Print destination settings form

You can decide whether to hide the Docentric print destinations on the Print destination settings form and show only the built-in SSRS print destinations, like Docentric AX is not installed at all. This way Docentric AX is basically deactivated.
You can also choose to show both Docentric and SSRS print destinations on the Print destination settings form, so user can switch between them, or you can choose to show only the Docentric print destinations.

This third option – Use only Docentric print destinations is actually the recommended choice. Since the Docentric print destinations only add additional possibilities to the built-in SSRS print destinations you are safe to go with this option.

Sometimes reports are previewed in SSRS viewer without a possibility to open the Print destination settings form and change the target print destination. For example, Customer invoice or Purchase order are previewed by clicking the Original and Copy Preview buttons from journal forms; the same thing happens when printing Product or Shelf labels.

If the Use only Docentric’s print destinations option is turned on, such reports will be automatically open in Docentric viewer, without the need to set up their preview settings in Docentric report setup as you need to do otherwise. In other words, SSRS Screen will be redirected to Docentric Screen for each report execution.

With the Select template mode combobox you can choose to show all templates (aka designs) on the Print destination settings form, or only those which apply to the current legal entity.

Temporary files expiration time

When downloading a file from the application in browser, e.g. as in case when printing a report to the File print destination, this file is actually saved as a blob on Azure storage and a temporary link for downloading the file is created and send to the end user. Not only that the download link is temporary but also the file itself – this is how the implementation of temporary files are done in D365FO. You can set Temporary files expiration time within the Azure settings group, a value that applies to both temporary files and their download links used by the Docentric AX framework.
On the other hand, in an on-premises environment temporary files are implemented without Azure blob storage, and the expiration time of temporary files can be set in the Temporary files expiration time field within the On-premises settings group.

SharePoint Access

D365FO connects to SharePoint using current user Azure AD (Active Directory) credentials. Docentric AX may need to connect to SharePoint in order to fetch a report template, or to save a report output file to a SharePoint location. However, the default behavior of using current user credentials to access SharePoint can be changed for the Docentric AX framework, by selecting a particular user for SharePoint reader and/or writer. Then Azure AD credentials of the selected users will be used when accessing SharePoint.

Template data security

1. Apply Legal Entity constraint
Legal Entity data security constraint for Docentric templates can be applied to all users except to those, which are members of the System Administrator or Docentric AX Administrator roles.

All other roles such as Docentric AX Power User and Docentric AX Template Editor will be affected, if this option is turned on – only operations with Docentric designs (aka templates) associated with the current user’s company will be allowed.
For example, a user with the Docentric AX Template Editor role can perform only operations with Docentric designs (aka templates), e.g. add, edit and delete templates associated to any company, if the Apply Legal Entity constraint option is turned off. But if this constraint is applied, then they can add, edit and delete only templates associated to the companies they work for.

Similarly is true for users with the Docentric AX Power User role. They have the same privileges as Docentric AX Administrator but if the Apply Legal Entity constraint option is turned on, then they are able to operate only with Docentric templates associated to the companies they work for, or company-neutral templates, which are used for all companies.

2. Apply custom constraints
Custom data security constraints for Docentric templates implemented in X++ code by a developer can be applied to all users except to those, which are members of the System Administrator or Docentric AX Administrator roles.
Implementation is completely up to you and can be done by subscribing to the DocDataSecurityDelegates.applyCustomDataSecurity delegate and using DocDataSecurityManager class instance provided in this delegate.

Default printer

If Allow users to set up default printer is turned on, every user will be able to set up his or her default printer in User options. Afterwards, he or she can select it as the Default printer token on the Print destination settings form and use it when printing reports.

Diagnostics

Error logging to Exception log is supported, but it’s basically obsolete. Collection of diagnostic data, however, is intended to collect diagnostics and usage information which helps us find and fix problems, and improve our product and services.

Document routing

Use this tab to set routing parameters.

Document routing history cleanup: Turn this checkbox on if you want to apply document retention rules.

Retention days: Set the document retention in days.

Retention hours: Set the document retention in hours.

See also

How to Set Up Reports >>
How to Set Up Report Templates >>
How to Use Deployment Tools >>

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