Steve Shriver Application Specialist

In preparing for an upgrade from 6.12 to 7.5 we would like to create a test version of the system first. We want to install the current 6.12 system on a new server using a backup of the production database. The end user wants to put the restored backup on the same SQL Server and rename the databases to avoid conflict with the existing production database.

I do not believe this is possible (or a good idea) but I would like to get an 'official' opinion. Is there a way to accomplish this? Or is it absolutely necessary to use a separate instance of SQL in a case such as this?

Thanks,

Users can us the Quick Copy function in the result list to replicate an entry in a file cabinet if the function is turned on in the file cabinet configuration. However only 2 of the available file cabinets are shown in the list of targets for the copy (as shown in the uploaded image). I want to be able to use this function on another file cabinet that does not appear in this list, even the result list of the intended cabinet.

The function is enabled and permissions to the Store Dialog are available. Version is 7.3.

Is there some configuration item that needs to be enabled to allow this function to work in any file cabinet? I can't find any mention of it in configuration or at help.docuware.com.

Thanks

Another image

Last night I applied the latest minor update for v7.3 DW7.3_2022-02-01 (Build 7.3.0.56240) on premises.

Documents stored before this update as well as documents stored recently both display the file name (bottom left of the viewer pane) at the top of the viewer pane. I would like to see the field designated as the Document Name in the Database Fields section of the File Cabinet configuration.

Is this possible? As mentioned previously in this post, that was what we were used to in our previous version (6.12).

Is there any way to control what is displayed in this area?

Thanks

I have uploaded a text file of Vendor Names as a filter to an intelligent Indexing field according to the instructions. The Invoice image used has the vendor name 3D Diagnostix, Inc. The entry in the filter file has the entry 3D Diagnostix Inc. A subtle difference to be sure (no comma), but this is required due to the strict rules of the accounting application that the data will be imported to after processing.

After repeated attempts using a new copy of the image each time, Intelligent Indexing always chooses the name used on the image. Should I expect DW to substitute the entry in the filter file, or am I misunderstanding the filter file's purpose.

Any clues appreciated.

A user trying to update the desktop apps using a 7.5 cloud system has been prompted for an admin user name and password. Is not this a thing of the past? I thought the desktop updates no longer required elevated permissions. See screen shot uploaded.

Thanks,

Using an Outlook watched folder with 'Include subfolders' option, the documents are stored and indexed immediately if dropped into a folder from the Inbox one at a time. However, if a folder of emails is moved into the watched folder, the emails do not get stored until Outlook is closed and re-opened. 

Can anyone say what the mechanism for storing these emails is? Is there a cyclical refresh or certain amount of time that must pass first? Is there a refresh option?

Thanks,

Update FYI...

I tested the configuration where the write back updates the field being filtered on. It does update the multiple entries in the original file cabinet properly as well as the field in the source file cabinet

Thanks again,

Simon, Thanks for your reply.

Do you think I am correct to be concerned? There will be multiple entries in Cabinet A for each found in Cabinet B, that need to be updated. I want to make sure that I get them all. If the write back occurs after the first match is found, will that filter out the source entry from making further matches?

An AutoIndex job is configured to update a field in a File Cabinet (Cabinet A) based on a match in the source, also a file cabinet (Cabinet B). The source is the shorter list so it is the first read. Both file cabinets have numerous records and the job takes a long time to complete.

To shorten the time the configuration is filtering the source, Cabinet B, on a field value. There are multiple matches in Cabinet A for each record in Cabinet B. The write back updates the same field in Cabinet B that is used for the filter to prepare for the next run.

Can I assume that the write back will occur after all of the matches in Cabinet A are found and updated? If the write back occurs after the first match is found, would that filter out the record in the source Cabinet so that the remaining matches would be skipped?

Thanks,