How to Set Up Docentric AX Parameters

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.

Email parameters

AX email 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.

AX email display name can be set to use Current User Email. This is actually a built-in behavior of emailing built-in SSRS reports. This field can also be leaved empty; then the corresponding display name of the From email account field from the report print destination settings is used, and usually this is the current user email.

SMTP client settings

In the built-in email parameters, which can be open by clicking the button with the same name, you can set up SMTP settings such as Outgoing email server, SMTP port, if SSL is turned on, etc. In the Emailing tab you can set up additional SMTP settings such as SMTP client timeout, Body and subject encoding, Delivery format, etc.

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.

Use of Docentric print destinations

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 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.

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 D365FOE. 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

D365FOE 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.

Diagnostics

Error logging to Exception log is supported, but it’s basically obsolete. As you use Docentric AX, we would like to collect diagnostics and usage information which helps us find and fix problems, and improve our product and services.

Print destinations

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

Viewer

In the Select report viewer combo box select which report viewer to use for previewing reports when using Docentric Screen print destination.

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.

See also

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