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Document Central Year-End Transition

To use Document Central in combination with SharePoint Online, a new annual archive must be created in SharePoint at the year-end.

Users of Document Central in the Business Central Cloud can utilize a task queue: Document Central Order Queue – Cycle Creation

Important

This task queue automatically creates a new cycle. Check if it is present in your system and has the status "Ready". Also, verify that at least 1 is defined in the Future Subsite field in your SharePoint.

You can also manually create a new cycle.

Follow these steps:

  1. Navigate to your repository setup via the Setup menu.
  2. Click on the SharePoint Code to open the repository configuration.
  3. Now enter a number, e.g., 1, in the Future Subsites field so that a subsite for the year 2026 can be created now.
  4. Navigate back to the Role Center and use the magnifying glass to search for Subsites and open it.
  5. Now click on Configuration and then on Fill List from Configuration.
  6. You may be asked if you want to create older subsites; you can click No if you do not wish to do so.
  7. A window with a date selection should open. Select 01.01.2026.
  8. After confirming, a new subsite for the year 2026 should be created. You just need to select it and publish it now.
  9. From 01.01., a complete SharePoint data update must be performed in the module setup.

Users of Document Central on NAV or Business Central version 25 (or lower) can follow the instructions below to quickly complete the annual archiving in SharePoint:

  1. Open Microsoft Dynamics NAV.
  2. In NAV, select Simova Apps | DMS under Departments.
  3. On the Simova Apps | DMS page, select SharePoint.
  4. On the SharePoint page, select SharePoint Document Library.
  5. On the SharePoint Document Library page, select all document libraries and perform the action Create New Cycle.
  6. Enter the desired year for the new cycle and click OK.
  7. From 01.01., a complete SharePoint data update must be performed in the module setup.

With that, all necessary steps are completed, and your environment is prepared for the new year.

See also