Migration of old Document Capture Data to Document Central and more
We are excited to announce the release of the Document Central to DC - Migration of old Document Capture Data to Document Central feature. This enhancement is designed to streamline the transition of your document management system, ensuring that all historical data from Document Capture is…
Key features
Migration of old Document Capture Data to Document Central
We are excited to announce the release of the Document Central to DC - Migration of old Document Capture Data to Document Central feature. This enhancement is designed to streamline the transition of your document management system, ensuring that all historical data from Document Capture is seamlessly migrated to Document Central. This migration not only preserves your valuable data but also optimizes your document management process by consolidating all your documents into a single, more efficient platform.
How it works
- 📄 Document Capture Attachment Migration Wizard: A new tool that facilitates the migration of files from Document Capture to Document Central.
- 🔄 Migration Options: Choose the types of files to migrate, such as PDF, EML, XML, images (PNG/JPG), and other attachments.
- 🔍 Source Filtering: Filter the documents to be migrated based on document range, type, vendor, and posting status.
- 🗑️ Post-Transfer Behavior: Decide whether to delete the file from Document Capture after a successful transfer, keep it, or perform a cleanup to remove orphaned or duplicated BLOBs.
- ⚙️ Functional Flow:
- Transfer files using Document Central for DC configuration.
- Option to only delete files that are not necessary
- Write detailed log in excel to see which documents where uploaded.
- 📊 Technical Considerations:
- Support for large files.
- Correct MIME type mapping, including handling EML files with attachments.
This feature ensures a smooth and efficient migration of your documents, helping you maintain data integrity and improve overall document management efficiency. We are confident that this enhancement will significantly benefit your operations and provide a seamless transition to Document Central.
Smaller improvements
This release introduces a key update to our Document Central for DC users. The product name in the CORE Product table has been changed from DMS to DC, to Document Central for DC, providing a more accurate and intuitive naming convention for our users.
We have updated the dependency for the DMS to DC connector to support the latest version of Document Capture. The previous version, "Document Capture 365", is no longer in use and was changed to "Document Capture".
Fixed and improved
Description: Resolved an issue in Document Capture where, when using DMS to DC with ABS as storage, only XML and EML files from registered documents were imported to document inbound instead of all configured document types and attachments.
Impact: All configured documents and their attachments are now correctly imported to document inbound, ensuring complete document processing and eliminating missing files in the capture workflow.
Description: Resolved an issue where leading PDFs from ZUGFeRD emails were not imported by the Document Capture Connector into Document Central, even when PDF import was configured. The connector now correctly registers and uploads the associated PDF alongside the EML and XML files.
Impact: Users relying on ZUGFeRD-based document processing now receive complete document sets in Document Central, ensuring that PDFs are consistently available for review and downstream processes. This fix improves data completeness and reliability without requiring configuration changes.
Description:
Resolved an issue where upgrading or reinstalling the “Document Central for DC” extension from version 27.0.5.0 to 27.0.7.0 failed due to a conflicting existing record in the Module Setup table. The upgrade logic was adjusted to correctly handle existing setup records and prevent deployment errors.
Impact:
Users can now successfully upgrade or reinstall the “Document Central for DC” extension without deployment failures caused by Module Setup conflicts. This ensures a smoother update process and maintains data integrity without requiring manual cleanup of existing records.
Description: Resolved an issue where users with SIM_CORE USER and SIM_DMS USER permissions encountered an error message when posting a purchase invoice, despite the posting process completing successfully and all items being created correctly. This fix ensures that the error message no longer appears, providing a smoother user experience.
Impact: Users will no longer see an error message when posting purchase invoices, leading to a more intuitive and error-free workflow. This enhancement improves the overall usability and reliability of the system.
Description: Resolved an issue where embedded PDF attachments in Peppol files were not being extracted, uploaded, or displayed in Document Central. The system now correctly processes and uploads both the XML file and all embedded PDF attachments, ensuring they are visible in the FactBox and repository.
Impact: This fix ensures that all components of Peppol files, including embedded PDF attachments, are properly processed and displayed. Users will now have complete access to all relevant documents within Document Central, improving document management and accessibility.
Description: Fixed an issue where the field "SIM_DMSDC DC Doc. New" was not being set correctly when using the Upload function for posting. This correction ensures that the field is now properly assigned as expected.
Impact: This fix resolves the problem of incorrect field settings, improving the reliability and accuracy of the data handling process. Users will experience more consistent and expected behavior when using the Upload function within the Connector.
Description: Fixed an issue where the Migration wizard failed to migrate entries for posted purchase invoices. This change ensures that the migration process completes successfully as expected.
Impact: Users will now be able to run the Migration wizard for posted purchase invoices without encountering errors, resulting in a smoother and more reliable migration process. This resolves the issue of no entries being migrated, enhancing the overall functionality and user experience.
Description: Resolved an issue in the Document Capture to Document Central Migration process where selecting a Mapping for a Posted Purchase Invoice or Credit Memo would cause the migration to fail. The error was due to a missing key in the dictionary, which has now been addressed.
Impact: Users will now be able to successfully complete the migration process without encountering errors when selecting a Mapping for Posted Purchase Invoices or Credit Memos. This fix enhances the reliability and usability of the Document Central migration feature.
Description: Resolved a permission error encountered when attempting to open the Document Central to Document Capture setup. This fix ensures that the setup process functions correctly without permission issues.
Impact: Users can now successfully access the Document Central to Document Capture setup without encountering permission errors, improving the overall usability and reliability of the system. This enhancement streamlines the setup process and prevents disruptions caused by permission-related issues.
Description: Resolved an issue where document entries were not displayed and could not be archived in the Inboundlist for on-premise customers using Document Capture. This fix ensures that documents are correctly registered and visible in the Inboundlist.
Impact: Users will now see document entries in the Inboundlist as expected, allowing for proper archiving and registration of invoices. This enhancement improves the reliability and functionality of the document capture and the archiving process.
Description: A bug was fixed in the Feature Document Central for DC where the Permissionset DMSDC User was not being assigned to users as expected. This correction ensures that the appropriate permissions are granted.
Impact: Users will now receive the correct Permissionset DMSDC User when the Feature Document Central for DC is activated, enhancing system security and user access control.
Description: A security bug in the Document Central module has been fixed. Users with basic user permissions for Document Central and Document Capture were previously able to modify or delete setups. The permissions have been adjusted so that these users now only have indirect modify, delete, and insert permissions, preventing unauthorized changes.
Impact: This update enhances security by ensuring that users with basic permissions cannot directly modify or delete setups, thus protecting the integrity of the system configurations and resolving the reported issue.
Description: A bug in the Document Central for DC Product has been fixed where the automatic feature activation was not being performed despite the product being licensed. This change was necessary to ensure that the licensed features are activated automatically as expected.
Impact: This fix ensures that users with a licensed Document Central for DC Product will now experience automatic feature activation, enhancing the overall user experience by eliminating the need for manual activation. This resolves the issue of non-activation and ensures that all licensed features are readily available to the user.
We fix the issue that that the extracted attachments (PDF in xRechnung/XML in ZUGFeRD) are not successfully uploaded to Document Central. This is now in the product and can be activated in the Document Central to DC Module Setup.
We have fixed a bug that was preventing the Product Card in Document Central from opening. Now, users should be able to successfully execute the "Product" action and open the Product Card without encountering any errors.
We have addressed a bug that was causing newly registered Document Capture documents to not appear in the Document Inbound List. This issue occurred due to the documents being uploaded to an outdated Document Inbound Table. The issue has now been resolved and registered documents should now correctly appear in the Inbound List.