Doc-Trak 2012 SyteLine Hold in Drafts Folder Setup Guide

Transcription

1 Hold in Drafts Doc-Trak 2012 SyteLine Hold in Drafts Folder Setup Guide 2980 Walker Drive, Green Bay, WI

2 Hold in Drafts Folder Setup Guide is an authorized Solution Partner of Infor. We specialize in software, training, consulting, programming and integration services, with Infor ERP SyteLine software solutions for midsize manufacturers. Our goal is to assist manufacturers in achieving a competitive advantage by helping organize business information and automate business procedures so they can anticipate, meet, and most importantly, exceed their customer's needs. Copyright & Trademarks Copyright 2012 by All rights reserved. Information in this document is subject to change without notice and does not represent a commitment on the part of The Lake Companies. Infor ERP SyteLine is a trademark of Infor. Page 2 Doc-Trak 2012 Hold in Drafts Folder Setup Guide

3 Hold in Drafts Folder Setup Guide Table of Contents Introduction... 4 Prerequisites... 5 Setup Instructions Configure Exchange Web Services Managed API with Doc-Trak Polling Download and install Exchange Web Services Managed API Load Exchange Web Services in Doc-Trak Polling Enter Exchange Version in Doc-Trak Polling Parameters Set up SyteLine Intranets form Set up Doc-Trak Parameters form Set up Doc-Trak Form Output Profile form Troubleshooting Doc-Trak 2012 Hold in Drafts Folder Setup Guide Page 3

4 Introduction Introduction This guide describes the prerequisites and setup activities that the SyteLine Administrator must complete before the Doc-Trak Hold in Drafts Folder enhancement can be used. When the Hold in Drafts Folder parameter is enable for a report on the Doc-Trak Form Output Profile, the specified report is sent to the Drafts folder of the sender s account. This allows the sender to review the report and edit the message before ing it to the customer or vendor. Previously, the report was ed directly to the customer or vendor without the option to review. Note: This enhancement applies to those customers and vendors who have been set up to receive documents by . For instructions on how to specify as the document delivery Method, refer to the Doc-Trak Form Output section in the Doc-Trak 2012 for SyteLine Product Manual. To request a link to the Doc-Trak Product and Installation Manuals, send an to orders@lakeco.com. Include your SyteLine version and Doc-Trak version when sending your request. Your Doc-Trak version is listed on the Doc-Trak Parameters form. Page 4 Doc-Trak 2012 Hold in Drafts Folder Setup Guide

5 Prerequisites Prerequisites Your organization must be using Microsoft Exchange server 2007 or 2010 and have an Exchange Impersonation account to implement this enhancement. Information about Exchange Impersonation Exchange Impersonation enables a caller to impersonate a given account so that the operations can be performed with the rights of the impersonated account, instead of the rights associated with the caller's account. A complete discussion on the configuration of Exchange Impersonation is outside the scope of this guide. For a more thorough understanding of impersonation, please search the internet for the term Configuring Exchange Impersonation. Below are two brief examples on how to give an account this authorization. These examples are for illustration only and not intended to convey a complete set of commands needed to accomplish the task. There are many ways available to grant the authorization and the correct approach is to research which method best fits your organization. Example A - To configure Exchange Impersonation for Exchange 2010: 1. Open the Exchange Management Shell. 2. Run the New-ManagementRoleAssignment cmdlet to add the permission to impersonate to the specified user. The following example shows how to configure Exchange Impersonation to enable a service account to impersonate all other users in an organization. New-ManagementRoleAssignment Name:impersonationAssignmentName Role:ApplicationImpersonation User:serviceAccount Example B - To configure Exchange Impersonation for Exchange 2007: 1. Open Exchange Management Shell. 2. Run the Add-ADPermission Windows PowerShell command to add permission to impersonate another Exchange user User2. The following example shows you how to use this cmdlet. Add-ADPermission -Identity "User2" -User serviceaccount -extendedright ms-exch- EPI-May-Impersonate Doc-Trak 2012 Hold in Drafts Folder Setup Guide Page 5

6 Troubleshooting Setup Instructions Before the Doc-Trak Hold in Drafts Folder enhancement can be used, the SyteLine Administrator must complete the following setup activities. 1. Configure Exchange Web Services Managed API with Doc-Trak Polling Configuring the Exchange Web Services Managed API with Doc-Trak allows integration between Doc-Trak and Microsoft Exchange Web Services Download and install Exchange Web Services Managed API A. Go to the Microsoft Exchange Web Services Managed API web site: B. Click the Download button that corresponds to your system type. There is a 64 bit version and a 32 bit version (32.msi). Page 6 Doc-Trak 2012 Hold in Drafts Folder Setup Guide

7 Prerequisites C. Select Save > Save As and save to your Desktop or a temporary folder. D. Double-click on the downloaded file to open the Setup Wizard. Doc-Trak 2012 Hold in Drafts Folder Setup Guide Page 7

8 Troubleshooting E. Click Next. F. Click I accept the terms in the License Agreement. Page 8 Doc-Trak 2012 Hold in Drafts Folder Setup Guide

9 Prerequisites G. Click Next. Doc-Trak 2012 Hold in Drafts Folder Setup Guide Page 9

10 Troubleshooting H. Make a note of the installation path shown in the Folder field. Accept the default of Just Me on the radio button. Click Next.. Page 10 Doc-Trak 2012 Hold in Drafts Folder Setup Guide

11 Prerequisites I. Click Next. Doc-Trak 2012 Hold in Drafts Folder Setup Guide Page 11

12 Troubleshooting J. Click Close. Page 12 Doc-Trak 2012 Hold in Drafts Folder Setup Guide

13 Prerequisites 1.2. Load Exchange Web Services in Doc-Trak Polling A. On the Web Server, Open Doc-Trak Polling from the Start Menu/All Programs/The Lake Companies/Doc-Trak Polling/Doc-Trak Polling. Doc-Trak 2012 Hold in Drafts Folder Setup Guide Page 13

14 Troubleshooting B. Select Setup > Load Exchange Web Services. Page 14 Doc-Trak 2012 Hold in Drafts Folder Setup Guide

15 C. Click Browse. Doc-Trak 2012 for SyteLine Prerequisites D. Using the path noted in step 1.1.H., navigate to and select the Microsoft.Exchange.WebServices.dll file. For example: Program Files\Microsoft\Exchange\Web Services\1.2\Microsoft.Exchange.WebServices.dll. E. Click Open. Doc-Trak 2012 Hold in Drafts Folder Setup Guide Page 15

16 Troubleshooting F. Click Load. G. Click OK Enter Exchange Version in Doc-Trak Polling Parameters A. The Doc-Trak Polling Parameters window opens automatically after clicking OK in the previous step. Page 16 Doc-Trak 2012 Hold in Drafts Folder Setup Guide

17 Prerequisites B. Select the Exchange Version tab. C. In the Exchange Version list, select your Exchange server version. D. Click Save. E. Click OK. F. Click OK. Doc-Trak 2012 Hold in Drafts Folder Setup Guide Page 17

18 Troubleshooting G. Restart Doc-Trak Polling on the Web Server. Go to the Start Menu/All Programs/The Lake Companies/Doc-Trak Polling/Doc-Trak Polling. H. Select Start Polling. This starts polling in the foreground. Note: When Doc-Trak Polling is started in the foreground, logged in through a terminal services connection, the polling will go down when the user logs off the terminal server session. As a permanent solution, it is recommended that Doc-Trak Polling is started from a scheduled task in Task Scheduler. The Doc-Trak Installation Manual explains how to setup Doc-Trak Polling as a scheduled Task. To request a link to the Doc-Trak Product and Installation Manuals, send an to orders@lakeco.com. Include your SyteLine version and Doc-Trak version when sending your request. Your Doc-Trak version is listed on the Doc-Trak Parameters form. Page 18 Doc-Trak 2012 Hold in Drafts Folder Setup Guide

19 2. Set up SyteLine Intranets form Doc-Trak 2012 for SyteLine Prerequisites A. In SyteLine, open the Intranets form. B. Click the Reports/TaskMan tab. C. In the SMTP section: Specify your Exchange server in the Server field. Specify your Exchange Impersonation account name in the User Name field. Specify your Exchange Impersonation account password in the Password field. The Doc-Trak Hold s in Drafts function relays the through Exchange not through SMTP, therefore, authentication does not need to be defined. None of the other fields in the SMTP Section are used by the Hold s in Drafts Folder Doc-Trak function. If you use SyteLine ing functions you may need to define these other fields for the SyteLine functionality. Refer to SyteLine Online help for explanation of these additional fields. D. Save the form. Doc-Trak 2012 Hold in Drafts Folder Setup Guide Page 19

20 Troubleshooting 3. Set up Doc-Trak Parameters form Revise the Doc-Trak Parameters form to use the SMTP settings defined previously on the SyteLine Intranets form. A. In SyteLine, open the Doc-Trak Parameters form. B. Select the Use SL Intranet Settings check box. C. Save the form. Page 20 Doc-Trak 2012 Hold in Drafts Folder Setup Guide

21 4. Set up Doc-Trak Form Output Profile form Doc-Trak 2012 for SyteLine Prerequisites Refer to the Doc-Trak Form Output Section of the Doc-Trak Product Manual for setting up the Doc- Trak from Output Profile. For the purposes of the Hold s in Drafts Folder the following fields must be defined. A. In the section, enter the senders address in the From field. B. Select the Hold in Drafts Folder checkbox in order to the report to the senders Microsoft Outlook Drafts folder. To request a link to the Doc-Trak Product and Installation Manuals, send an to orders@lakeco.com. Include your SyteLine version and Doc-Trak version when sending your request. Your Doc-Trak version is listed on the Doc-Trak Parameters form. Doc-Trak 2012 Hold in Drafts Folder Setup Guide Page 21

22 Troubleshooting Troubleshooting Below is a list of possible error messages that can occur in the Doc-Trak Polling error queue if there is a problem with the setup to hold in drafts folder. Error: The server to which the application is connected cannot impersonate the requested user due to insufficient permission. Resolution: The user defined on the SyteLine Intranets/Reports Taskman form under the SMTP settings does not have Exchange impersonation enabled. Refer to the Prerequisite section of this setup guide. Error: [ Drafts] Setup Doc-Trak Parameters to use Intranets and setup Intranets SMTP with Username and Password. Resolution: In the SyteLine Intranets form under Reports/Taskman tab verify a User and Password has been defined in the SMTP section. Refer to Section 2 of this setup guide. Error: Invalid URI: The Hostname could not be parsed. Resolution: In the SyteLine Intranets form under Reports/Taskman tab, verify the server has been defined in the SMTP section. Refer to Section 2 of this setup guide. Error: The request failed. The remote name could not be resolved: <your servername> Resolution: In the SyteLine Intranets form under Reports/Taskman tab, verify the server defined in the SMTP section is the correct server. Check for misspellings. Refer to Section 2 of this setup guide. Error: [ Drafts] Setup Doc-Trak Parameters to use Intranets and setup Intranets SMTP with username and Password. Resolution: Check the Doc-Trak Parameters form and verify the settings have the Use SL Intranet Settings enabled. Then verify the user name and password has been defined on the SyteLine Intranets form under the Reports/Taskman tab within the SMTP section. Refer to Setup Doc-Trak Parameters section and the Setup SyteLine Intranets section of this setup guide. Error: Exchange Server doesn t support the requested version Resolution: The incorrect Exchange Server version was specified on the Doc-Trak Polling parameters. Refer to Section 1.1 of this setup guide. Page 22 Doc-Trak 2012 Hold in Drafts Folder Setup Guide

23 Prerequisites Error: Object reference not set to an instance of an object. Function Call: PDFAction: :13a Resolution: Doc-Trak Polling is missing the Exchange Web Services DLL. Refer to Section 1 of this setup guide. Error: The SMTP address has no mailbox associated with it. Resolution: Verify the From address defined on the Doc-Trak Form Output Profile is a valid address. Check for misspellings. Refer to Section 4 of this setup guide. Below is a screen shot of the above errors as they would appear in the Doc-Trak Polling Error Queue: Doc-Trak 2012 Hold in Drafts Folder Setup Guide Page 23