Once you have installed DocumentsCorePack ServerBased (DCP SB) successfully, you are provided with the DCP SB Configuration. But of course, you can also open the configuration randomly. To do so, simply navigate to Settings > mscrm-addons > DocumentsCorePack.

Figure 1: DCP Server-Based Configuration Overview​

However, the Configuration consists of four tabs:

One of the tabs contains the General Settings. The other three tabs contain the Get Started-area, information about your licensing state and in the About-section you will find your current version number.

The General Settings-tab itself consists of three sub-areas, which will be explained within the following article:

The General Settings, the Advanced Settings and the Special Settings.

 

The General Settings

This area contains all regularly used, general settings. It will be probably the one you will use most of the three provided areas.

Figure 2: DCP SB General Settings

Active Debugging

Set this option on enabled if you want to activate debugging. Once activated, all logfiles will be saved into a custom entity called mscrm-addons debug.

Active File Debugging

Set this option on enabled if you want to activate debugging. Once activated, all logfiles will be saved into a logfile directly on your computer (where the service is running).

SPS User

Please enter your SharePoint user here. Should you have any troubles with SharePoint, please check your settings in this tab before you contact our support.

SPS Password

Please enter your SharePoint password here.

SPS Domain

Please enter your SharePoint domain here.

CRM User Name

Please enter your CRM User Name here. The User Name, Password and Domain enable you to define a CRM user.

CRM User Password

Please enter your CRM user password here.

CRM User Domain

Please enter your CRM user domain here.

 

The Advanced Settings

This area contains special settings which are usually only to be set on special occasions.

Figure 3: DCP SB Advanced Settings

Use MS CRM 2013 Documentlocation logic

Usually, CRM adds a GUID when creating a SharePoint path.
(for example: https://sps/account/ptm edv systeme_GUID)
By using our Documentlocation logic, you can disable this behavior.

Use short Documentlocation Logic

Replaces the GUID with a tag (6byte).
(for example: https://sps/account/ptm edv systeme_ M8j9IT)
IMPORTANT: This requires that the "Use 2013 Documentlocation logic" is "active" too.

Always Create AutoMergeworkingItems

!! Please do not change this setting if you use Microsoft Dynamics 365 (CRM) Online, because it only affects the on premise version. Once set on true, it will always run via a service, no matter if you merge a single document or bulk merge in Microsoft Dynamics 365 (CRM) on premise.

Try to assign logged on user for documents saved on SharePoint

The service usually runs via a special user, but if you do not want this, you can enable this setting. Once activated, the service will always try to login as the current user.

Debug Max Length

!! Please do not change this setting unless you are told to do so.

SharePoint FormsAuthentication

Another authentication type.

Async Print Jobs

Print jobs are always started in the async mode. Say, it sends the printjobs in an asynchronous manner to the printer. So the printjobs are finished faster, but also the server underlies higher pressure. If you deactivate this setting, the printjobs are sent in a synchronous manner again.
!! Please do not change this setting unless you are told to do so.

Max count of preview pages
This setting defines how many pages will be generated in the dialog - preview. Per default, there are 5 pages shown.

Disable PNG preview
This setting disables the preview in the dialog.

SharePoint Temp Folder
Defines where the Share Point temp files will be saved. If you are not satisfied with the file location, you may change it, but it is not recommended to do so without consulting our support.

Allow edit templates
Once enabled, this setting allows the editing of templates in the dialog.

SharePoint folder max length
Defines how long a SharePoint folder is allowed to be before we shorten it.

SharePoint folder name attribute
Defines which parameter are used in order to create a folder name.
In the following example we define that the folder name for the entity "account" and "contact" should be taken from the field with the schema name ptm_spfield:

​Entityname;fieldname|entityname;fieldname 

Example:
account;ptm_spfield|contact;ptm_spfield

Document Password

!! Please do not change this setting unless you are told to do so.

​

The Special Settings

Last but not least, the Special Settings. Most of them are related to IFD and their function is only important for developers. !! Please do not change this setting unless you are told to do so.

Figure 4: DCP SB Special Settings

 

 

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

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