Joe Kaufman Bell Laboratories Inc No longer there

No one has any knowledge of whether or not C2O can capture importance level? Is this a feature I should ask for? I don't want to make a request when I am simply missing something obvious...?  Not being ablt to capture the priority of an email seems like a decent-sized oversight.

Thanks,

Joe Kaufman

Holly,

Do you mean the scan job has all been stored as one or multiple documents? If so, then you need to edit the documents in question and add pages that way. You will need a documetn editor that allows you to scan new pages in and insert them. Adobe tools offer that, but some of them bury the funcitonality so deep in menus that they are impractical. We use a tool called PDF-XChange that does a very good job of allowing pages to be moved around and new pages to be added (it will even convert Word and Excel documents on the fly as you drag and drop them into an existing document -- very handy).

Is this what you need? The bottom line is that once a document is stored to a file cabinet, the scan job it came from is immaterial. You just need to modify the stored document.

Thanks,

Joe Kaufman

Stephane,

What does the Connections Overview show you when these errors are encountered? Are all licenses being used up?

What methodology are you using to access the Platform SDK? .NET? A COM object representing a browser request? Straight URLs? Depending on how connections are being initiated, it sounds to me like each request is burning a license (just a guess). And even if you issue a specific "Logoff" request, the license will still be in use for 120 more seconds. So, you need to make sure whatever connection methodology you are using keeps using the same connection/license. The ServiceConnection object in the .NET libraries stays alive in such a way, and we use a global Visual Foxpro object in our Foxpro apps to keep using the same connection when doing many requests in a short time-frame. Otherwise we would also get the error you are describing.

Here is a thread on more about connections and timing, etc.:

https://www.docuware.com/forum/english-forums/docuware-help-technical-problems/license-problem-when-using-platform-sdk

And here is a thread about how I implement connections in Visual Foxpro (non.NET environment):

https://www.docuware.com/forum/english-forums/docuware-help-technical-problems/using-platform-sdk-other-dev-tools

That second link doesn't get into the fact that we create a global instance of a request object and check to see if that exists before creating a new one. That makes sure every user is, at most, only using up one license at a time (per application, anyway).

Hope this helps!

Joe Kaufman

Hey all,

When storing a document to DocuWare from the CONNECT To Outlook (C2O) module, several email properties can be stored to fields. But I am not seeing any way to capture Outlook tags, such as "High Importance". It would be very nice to be able to store that in order to include that field in notifications sent out, or have a status of a new document start as "Urgent" or something (think help desk processing). If I receive an urgent email, it would be nice to store it as an "urgent"-status document so the document can be worked from there (whether that be via Task Manager or Workflow Manager).

Is that simply not a field that can be captured? If so, could that be added? For an Outlook-specific module, one would think capturing the level of urgency would be a pretty common thing people would want to do.

Thanks,

Joe Kaufman

Simon,

That seems like sort of a step back, though I suppose at some point you have to trust your SQL Server backups. It was sort of nice to know all documents were still just plain old files in the file system with meta-data right beside them. Still, should increase performace of the system overall if they don't need to worry about generating the XML file every time a document changes...

This definitely makes simple changes (like UPDATEs) more feasible. Just be sure you use UTC timestamps on any date/time system fields like last modification time!

Thanks,

Joe Kaufman

Cody,

When I use the Platform SDK from non-.NET tools, I don't even bother to call any disconnects or Logoff resources. Licenses get released after a half hour or so anyway (or something like that)...  Here is a thread about timeouts that sort of discusses things:

https://www.docuware.com/forum/english-forums/docuware-help-technical-problems/license-problem-when-using-platform-sdk

But if you are in a single Platform SDK application, everything can run through a single ServiceConnect object and through one license.

If, however, you are going to have 5,000 executables accessing the Platform SDK, then you are going to burn 5,000 licenses. It is not a matter of what the server can handle, it is a matter of what the license structure can handle. After all, if 5000 clients are accessing DocuWare via the web client, they are all establishing a connection and burning a license, too.

It depends on the architecture of the integration you wrote. Did you write it as something that runs on a web server and uses a single username against the DocuWare server? Then you will only be using one service connection (though that seems a little dicey with regard to licensing -- not sure how the legality of that all works).

If you do an explicit disconnect in a .NET application, the license will still be held open for 120 more seconds. Even if you called disconnects in everyone's app and the process was completely closed, the license is still open. That's why you have to be careful with spawning a lot of operations on separate connections. If you keep using the same ServiceConnect, then you are always only using one license no matter how many times you disconnect and reconnect.

The best way to see how things behave is to play around with your custom integration and watch the connections overview in the DW Admin tool. Watch the "License in use until" field and see how it allots 30 minutes then reduces to 2 minutes when a process disconnects.

You may want to post your question on a new thread, otherwise folks are not going to take a look since connection and licensing issues don't really have anything to do with your OP at this point...

Good luck!

Joe Kaufman

Craig, thanks for mentioning that! These workflows should always be happening through the web client or, at most, the Platform SDK, both of which should trigger a rebuild of the task list (dynamically).

Of course, refreshing the web page would also get any changes, no matter how they got in the data, yes? But we actually do not do any writing of any data directly to the database -- all that access is read-only. If we did manual changes directly we would have no way of making the meta-data XML file stay in sync with the header data, so I gave up on that a while back. We do all write operations via the Platform Service.

Thanks!

Joe Kaufman

You saved me again, Josef! I created a test List and refreshed the web client and there it was. Simple. I see how creating lists and result dialogs could get cumbersome if we get advanced (which is what the regional sales person told us), but we'll kick the tires and see if we can make this work!

We were careful to demo Workflow first, wait till it expired, then try Task Manager so we for sure we knew which module we were tapping into. Workflow Engine is completely uninstalled now, so we know whatever we can construct is pure Task manager, and we will see if it meets our needs.

Thanks again!

Joe Kaufman

Josef,

Thanks for the response. I have no "Lists" tab, just trays and searches.  :\

But notifications work, and I was under the impression we needed at least Task manager for those to work (we could not create one before we trialed Workflow Manager).

Any thoughts on why I cannot see Lists? Where does one set up what would show on the list? In other words, what else is in Configuration with Task Manager (beyond notifications), and why don't I see anything new?

Thanks,

Joe Kaufman

Hey all,

EDIT: I realized the weekend was going to be long unless I tried something, so I went ahead and uninstalled Workflow Engine server. Now notifications work consistently without throwing errors. Can anyone speak to how I even know Task Manager is working, though?

We had a trial of Workflow Manager a while back, and it expired. Now we have a trial of Task Manager (just started today).

I went and made a notification the same as I had in Workflow Manager. Saves fine. I trigger the event (a new document in a test cabinet), and I get no notification. I check the logs for on the server Workflow Engine and it says:

"Workflow engine license is missing or expired for organization with guid <guid>"

Of course it is. So, I forcibly stop the Workflow Engine service, try again, and I get my notification. In other words, DocuWare still thinks Workflow Manager is calling the shots on notification, but it can't perform them because our license is expired.

How can I put Task Manager in charge to test it out? Do I just need to uninstall Workflow Engine Server entirely? Will that do the trick? Once done, how can I tell if I have Task Manager capability? Will the interface look different (it doesn't so far). Even with Workflow Engine Server stopped, I don't see a "Tasks" tab or anything in the web client. How does one know Task Manager is available, and where does one do stuff beyond setting up notifications? (Or is that all Task Manager does -- maybe we do need Workflow Manager...)

Any help would be appreciated... We have 30 days on this Task Manager trial, but I think we can figure out if it meets our needs way sooner if I can just get it working correctly...

Thanks,

Joe Kaufman