• Filtered Profiles.

    I have tested this as per your set up and the filtering works as it should. The problem you have is that both users exist in another search profile. Possibly in a Group or Role. Review those settings so the users do not exist in another Search profile allowing them access to all the documents. Keep in mind that rights are "additive" so the profile with the most rights will be used.

     

    Phil Robson
    Senior Director Support - Americas

  • Filtered index

    Those look good. Now can you post a screen cap of the query you are using for the filter?

     

    Phil Robson
    Senior Director Support - Americas

  • Index filter profile

    Can you post an an example and perhaps a screen cap. I'd like to see the actual value in the First Name field, and the actual DocuWare User names.

     

    Phil Robson
    Senior Director Support - Americas

  • The hybrid.

    Craig,
    This is pretty well the scenario with our described hybrid system. Usually it is simply the other way round. Work On-Premise, archive to Cloud. But either way works. 9000 for Authentication, 80 and 443 communication. No drawbacks. I like the Export delete concept over synchronization. It will keep the Cloud disk usage down, hence the costs.

     

    Phil Robson
    Senior Director Support - Americas

  • DocuWare backups

    DocuWare does not perform any backup of data. The only backup withing DocuWare is a dump of the DocuWare System Settings - Users/Groups/File Cabinet schemas etc.
    The customer data - documents - must be backed up via MySQL tools as you indicate, and the documents in the file system maust be backed up by whatever technologies they wish to use for backing up file systems.
     

    Phil Robson
    Senior Director Support - Americas

  • Web Client customization

    Sean,
    All functions of DocuWare are provided in with DocuWare Online. Unfortunately the Tasks tab cannot be removed. You also cannot remove the send request button. Customizing CSS is only available for On-Premise systems.

     

    Phil Robson
    Senior Director Support - Americas

  • LDC adding spaces.

    Denholm,
    If you have tested different data from different tables and are getting the same result - that is, spaces being added - then it sounds like a bug.
    Please open a service request so we can investigate and report it.

     

    Phil Robson
    Senior Director Support - Americas

  • Workflow Task List

    In the WF Designer select the Task List button in the menu bar. There you can define what fields are shown in the workflow.

     

    Phil Robson
    Senior Director Support - Americas

     

    https://www.docuware.com/sites/default/files/forums-images/WF%20Task%20List.png

  • DocuWare to Fortis conversion

    Chris,
    Please open a support request with the Fortis team. Unless the migration toll is updated then you will need a 6.11 license key and a re-install. 

     

    Phil Robson
    Senior Director Support - Americas

  • Migration Tool

    Kim,
    The migration tool should only require ports 80/443.

     

    Phil Robson
    Senior Director Support  - Americas