Joe Kaufman Bell Laboratories Inc No longer there

Callum,

Are you specifically needing to authenticate via cookies and/or headers, or are you simply asking how to authenticate any REST call?

If you are using C#/.NET, then use the NuGet packages related to DocuWare access. That has authentication modeled in their published classes so that you don't need to worry about authentication at such a low level.

If you are using non-NET tools, here is a thread about accessing API calls from FoxPro:

https://support.docuware.com/en-US/forums/questions-about-usage-and-configuration/cd2c7857-8f41-e911-a967-000d3ab3fe8a#fd0bb980-a641-e911-a96c-000d3ab3f5d2

That provides an example of how to authenticate a request object (in this case ServerXMLHTTP). The gist of it is that you POST to the login URL and put username and password in the POST data.

Hope this helps!

Thanks,
Joe Kaufman

Casey,

I am not familiar with ImageDirector, but onison appears to be:

http://www.onison.com/Intelligent_XML_Feed_API/130

If they have an XML feed, they might know something about mass exporting of documents. At least worth contacting them for ideas.

From there, I would assume you'll be looking at using the API to import the documents into DocuWare. I have a multi-threaded application written in C#/.NET that can import documents into DocuWare pretty quickly, though it threads based on how our documents were set up in Fortis (by Fortis' "document type"). But there might be some code there of use to you.

Any idea of how many documents you are looking at in total, how many different document types there are, and how complex indexes are? The thing to shoot for is doing an export where you can put the document and meta-data for the indexes right beside it (dwcontrol file). Then you may be able to just use the straight Import module to import files into DocuWare. Beyond that it would mean API time.

Good luck!

Joe Kaufman

Josef,

Have you looked at the User Guide:

http://saas.treenosoftware.com/treeno4/manuals/Treeno%20EDM%20User%20Guide_061313.pdf

There appears to be some stuff about exporting documents there.

This discusses web services, though that might be for a more advanced version of the software:

https://treenosoftware.com/product/application-integration/

Hope this helps...

Thanks,
Joe Kaufman

Casey,

I think they are going for a consistent look and feel that has contect-sensitivty built in. Searching from the home page searches the whole site, searching from the forum page searches the forums, etc. In some ways it feels likje a good idea, in other ways it feels confusing because it is hard to know the context.

We will see what searching in the new portal looks like in a few days...

 

Thanks,

Joe Kaufman

Casey,

Current search appears to work on subjects and content as far as I can tell (magnifying glass icon at top right).

A search by date range and user would be wonderful, though. Basically, it would be nice to have all the same search capabilities that other forums have...

The OP mentions subscriptions not copying over...  That's fine, but will usernames fully transfer, along with stars? I don;t particularly care about my own stars, but it is a useful metric when seeing other people post to get a rough idea of product experience.

 

Thanks,

Joe Kaufman

Casey,

You can search the forums by clicking the magnifying glass to the far right in the top banner (Right next to "Support"). I just clicked it and searched for "excel" and found several forum threads. One of them concerned linked documents and ended with Phil saying pretty much what you stated -- can't really be done.

I regularly search for threads related to what I have posted about Foxpro thus far and have had no trouble finding older threads on the topic.

 

Thanks,

Joe Kaufman

Stephane,

You mention that all indexes update when you use Postman, but only some indexes update when you use...what? What tool or programming language are you using to perform the API request that doesn't work correctly? Just a straight URL call? How are the changed indexes being assembled? JSON or XML? Do you have an example?

In my experience, changing indexes either works completely or does not work at all (returning an error). However, I am not sure what happens if you have field-level security in place (our security structure has been kept pretty simple -- no field-level permissions). Do you have field-level permissions set up by Role or User? And if so, are you using different credentials in your Postman call compared to other API calls you are performing?

It would be nice for a DocuWare tech to weigh in and answer whether or not it is possible that only some indexes change when such a request is made. What happens if the user performing the request is locked out of certain fields? Will the index change be partially completed or will the request error out unless all fields can be changed successfully?

Thanks,
Joe Kaufman

Really just a shot in the dark, but glad the clue about Sections helped. Now I will just have to remember that if and when I try to do integrations involving document editing...  *smile*

 

Thanks,

JoeK

Chema,

I have never edited a document and then tried to put it back in DocuWare, but this is an example of doing it in .NET:

http://help.docuware.com/sdk/platform/html/1052e573-211a-4f74-b2ee-77d0439b7ae7.htm

Are you using .NET or straight HTTP calls? What version of DocuWare? Cloud or on-premise?

One thing I notice is that editing operations involves downloading the content of a document (as "Sections"), which appears to be different from downloading the whole document. It is also an asynchronous process.

I am not sure what the .NET calls translate to in terms of the URLs to use... Looking at Fiddler as I edit a document, it looks like one of the relevant resources is:

/DocuWare/Platform/FileCabinets/{fileCabinetId}/Sections?docid={docid}

Like I said, Sections vs Documents -- not totally sure what the difference is, though.

 

Good luck,

Joe Kaufman

Zita,

I assume you mean you have a file cabinet containing vendor-related documents, and one of the indexes on those documents is the vendor name? So, when a vendor name changes, you want all the existing vendor name indexes to change to the new name?

If that is the scenario, I would need to understand how DocuWare would be made aware that a vendor name had changed? Unless there is some database trigger or automated lookup, there is no way for DocuWare to know a vendor name has changed in whatever system you are referring to (ERP system? Purchase Order system?).

At this point, it would seem the only way to change all existing documents would be to bring up all documents under the old name and then bulk-change the vendor name on documents in the result list.

If you have a more sophisticated DocuWare module such as Workflow or AutoIndex, I would guess you could perform an external lookup to try to catch vendor name changes and then have the indexing process change old indexes. Even that process, though, would need to know the old and new name to perform a change.

None of this even gets into the fact that you will then have documents in your system where the vendor name on the document does not match the vendor name in the index. But I assume you are operating under business rules as agreed upon at the DocuWare site..

 

Thanks,

Joe Kaufman