• RE: DW v7 with AD Sync - SSO?-1533041962

    SSO to in a Organizations cloud set up is simple and only requires AD.

    SSO to another organizations (DW Cloud) usually requires Federated Services for Active Directory.  Not something that a lot of small companies would have enabled.  

    Add to that some DW under the covers structure that would make it difficult and we are best to wait for a stable and working solution.
  • Folder View

    Looking for ideas on how folder view can be used in HR environment with 1000 employees

    Setting up a folder based on employee number or name will create a long scroll list to go thru to find the employees root folder.

    Having a search at the folder level would be wonderful but is not a feature.

    Anyone have an idea of how this could work?
  • v7.1 Required Fields

    In v6.12 there was a permission if assigned that allowed a user to ignore a required field.
    Is there a permission somewhere in v7.1 that does the same thing.
  • RE: AD Synchronization

    There are two ways to populate users.  User Synchronization Tool (outside of Admin Tool) and the User Sync in Admin tool.

    User Synchronization Tool - The performance can depend on DW version and patch level.  I found that the tool works way better in 7.1 than 7.0

    User Sync - Go into the LDAP set section and use the test line to see what DW can see.  In the test sometimes you have to check the box for  "Show users of sub groups as well".  If this makes your users show up when you go to the group in the test, then you will have to check the "Synchronize users in sub groups as well" box in the User Sync under the Org area.

    Might help?
  • DW Printer stops working after Windows 10, version 1903 installed

    Has anyone else experienced that after Windows 10, version 1903 is installed the DW Printer appears to be working but the print jobs go no where and do not show in the Desktop App history?

    The issue can be resolved by fully uninstalling DTA and reinstalling.

    Looking for specifics to prevent from having to do the full measure for the fix.
  • RE: Duplicate vendor/invoice number combo

    The simplest way I have found is to upgrade to 7.1, do a workflow to compare the invoice # and date to the cabinet, if it matches set a field to Possible Match, if it does not match, set the field to no match.  Then have two processes for the Match an no match outputs.

    This is near real time and will catch the documents that match right away and prevent them from moving forward in an approval process.
    Possible duplicates can be assessed and either marked for deletion or marked as not duplicate and on to the approval process.
     
  • RE: ...\_ToBeDeleted folders in Web Baskets directory

    My 2 cents...There was an upgrade point ( i forget which version) that changed the Tray folder behavior.  It was that as trays took on new files they would create new folders and never delete them; continuous grow of folders tree.  The DW changed that behavior and the Tray folders would self clean up and go away whn no longer used.  This is likely what you are seeing.  There should be a process as part of the BPS service that handles these folders.

    It would be nice to hear from a DW person on the official answer.... 
  • RE: Printing not working from Internet Explorer

    My experience has always been Acrobat has a setting that needs changing.  Setting Attached
  • RE: Upgrade on a new server

    What you are asking to do should be performed in 2 stages:  Upgrade and Move.

    It really does not matter which you do first, I am in favor of upgrade first, but doing them together is likely a disaster. 

    There is another post on moving a server for v7.x that has recommended steps.
  • Workflow Logic for excluding NULL entries for comparison

    I am looking for the logic or entry to use to use in the where part of a SQL Table data Assign to exclude NULL entries.

    For example:
    WHERE
    CustomerNumber IS NOT NULL
    or
    CustomerNumber = 'is empty'

    I do not see any reference in the KB or Forums for this.