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Working with Troubleshooting

Document Central is a powerful extension for Business Central, designed to streamline document management and enhance productivity. However, like any software, users may encounter issues that require troubleshooting. This guide provides a comprehensive overview of troubleshooting techniques specific to Document Central, covering various scenarios and offering practical solutions.

Performing Metadata Recreation

If it ever happened that metadata of stored documents was not saved in Business Central or SharePoint, it can be corrected/recreated using the Correct Metadata feature. This function only recreates metadata for documents that do not have a value in a metadata field.

To perform a metadata recreation, follow these steps:

  1. Navigate through the Document Central - Administrator role center.
  2. Click on Setup in the ribbon bar and execute the action Module Setup.
  3. Execute the Correct Metadata action in the ribbon bar.
  4. Confirm the execution with Yes.
  5. Specify the start date to define the beginning of the date range for which document entries will have their metadata recreated in the Start Date field.
  6. Specify the end date to define the end of the date range for which document entries will have their metadata recreated in the End Date field.
  7. Specify the type of recreation in the Metadata Correction Type field.
  8. Click on OK to start the recreation process.

Note

The following types of metadata recreation are available: - Document Entry Only: Only the documents in Business Central will be corrected. - Include SharePoint Metadata Values: Both Business Central and SharePoint documents will be corrected.

Note that the recreation process can take some time, depending on the number of entries that need to be processed.

Performing Document Entry SharePoint URL Recreation

In some cases, the URL in the SP_ServerRelativeUrl field (301) of the SIM_DMS Document Entries table (5492900) contains a double slash. This causes the direct link to the document to be unusable. However, this can be corrected.

To perform a document entry SharePoint url recreation, follow these steps:

  1. Navigate through the Document Central - Administrator role center.
  2. Click on Setup in the ribbon bar and execute the action Module Setup.
  3. Execute the Correct Documents Urls action in the ribbon bar.
  4. Confirm with Yes to start the recreation process.

Note

Note that the recreation process can take some time, depending on the number of entries that need to be processed.