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Document exchange

Document exchange setup allows you to nominate the server settings and paths where the generated IP1 documents will be saved to and where the templates reside. The setting is by Function and User role. It also allows the testing of the FTP server. Server settings on control file ********/DE-SVR must be setup prior to setting up document exchange.

Setup document exchange

  1. In the menu, expand Other Options > Cross Applications Support and double-click Document Exchange Maintenance. XAM160 Data Exchange panel appears. The existing document exchange settings are displayed.
  2. Click Add to create a new document exchange setting.

 

Field Description
Function Enter either a valid program ID or the first few characters of either the module or the program ID e.g. RY******** to allow the same network path for a group of functions. To catch all functions enter ‘********’.   There is no search facility for this field. The system will get the best match for the function by counting the number of characters from the left. Example for function RYO053, if the document exchange setup is:
RYR******* **********
RY********* AU
then RY*********  will match using the first 2 characters (RY). RYR******* does not match.
Group This is the user group the above function will apply to. Use the search facility to select the required user group.
Server code The server code for the server where the documents will reside. It is validated against ********/DE-SVR.
Relative path Directory on the above server for the selected function/s documents to reside. This directory must exist before setting up document exchange.
Archive path Archive path is the directory where the documents can be moved to after schedule upload with no errors.
Log path Log path is the directory where the documents can be moved to after schedule upload has errors.
Test This allows testing access to all folders involved. To test access to IFS path enter ‘1’ for Test and click OK. Similarly to test for network OR system path, enter ‘1’ for Test and click OK. When Test is selected for the type of extract, the file will generate in test mode.

Note All other fields are defaulted on the screen depending on the above selection and the server settings in control file ********/DE-SVR. You must have the Java agent installed on your PC/Laptop and running for all document exchanges.
  1. Enter the above information as required and click OK. New document exchange is added.
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