News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogDocumentsCorePack Online Service Configurationhttps://www.mscrm-addons.com/Blog/PostId/10149/documentscorepack-online-service-configurationDocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Tue, 25 Sep 2018 13:11:22 GMT<p style="text-align: justify;"><span style="background-color: #fcfcfc;">This blog article outlines how easy it is to set up the DocumentsCorePack Online Service Configuration. Additionally please also find our video tutorial for DocumentsCorePack that shows how to start the DCP Online Configuration,&nbsp;<a href="https://www.youtube.com/watch?v=J-9RXqlSx04">here</a>.&nbsp;</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;">Please follow the below step-by-step tutorial in order to start a DocumentsCorePack&nbsp; Online Service properly.</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;"><strong><span style="color: #0077b3;">Step 1: Open the Online Configuration Service</span></strong><br /> </span><span style="background-color: #fcfcfc;">One possible way to start a new DocumentsCorePack Online Service Configuration is via our website&nbsp;</span><a href="http://www.mscrm-addons.com/">www.mscrm-addons.com</a><span style="background-color: #fcfcfc;">. On our website, please navigate to <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>Products, select DocumentsCorePack and then, click on the&nbsp;</span><span style="font-size: 24px; color: #0077b3;">❷</span>&nbsp;<strong>[Configure Service]</strong><span style="background-color: #fcfcfc;">-button.</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open the DCP Online Service Configuration" href="/Portals/0/Blog/DCP_Online_Configuration/Figure1.png"> <img alt="Open the DCP Online Service Configuration" height="207" class="img-responsive" src="/Portals/0/Blog/DCP_Online_Configuration/Figure1.png" width="470,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Open the DCP Online Service Configuration</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Next, please <g class="gr_ gr_119 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling multiReplace" id="119" data-gr-id="119">login</g> or register to mscrm-addons.com:<br /> <a title="Login or register to mscrm-addons.com" href="https://www.mscrm-addons.com/Portals/0/Blog/DCP_Online_Configuration/Figure2.png" style="background-color: #ffffff;"><img alt="Login or register to mscrm-addons.com" height="213,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/DCP_Online_Configuration/Figure2.png" width="534" /></a>Figure 2: Login or register to mscrm-addons.com&nbsp;<br /> <br /> </p> </div> <p style="background-color: #fcfcfc; text-align: justify;">The registration is quick and free. Once logged in, you will:&nbsp;</p> <ul> <li style="background-color: #fcfcfc; text-align: justify;">have access to all our <strong>free 14-days trial </strong>versions</li> <li style="background-color: #fcfcfc; text-align: justify;">be able to <strong>request full support</strong> on all trial versions</li> <li style="background-color: #fcfcfc; text-align: justify;">receive our <strong>newsletter</strong></li> <li style="background-color: #fcfcfc; text-align: justify;">be <strong>able to upgrade free trial versions to licensed products</strong><strong> </strong></li> </ul> <p style="background-color: #fcfcfc; text-align: justify;"><a href="http://www.mscrm-addons.com/language/en-US/My-Account?returnurl=%2Flanguage%2Fen-US%2FMy-Account">So &ndash; if you haven&rsquo;t registered yet &ndash; it&rsquo;s worth a try!</a><br /> <br /> </p> <p style="background-color: #fcfcfc; text-align: justify;"><span><strong><span style="color: #0077b3;">Step 2: The Online Configuration window<br /> </span></strong>Once you have logged in, you will be provided with the Online Configuration window.&nbsp;<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #ff0000;"><strong>Please note:</strong></span>&nbsp;If you have already configured a service, you get an overview of your hosted service(s)&nbsp;<span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❶</span>.&nbsp;<strong><span style="color: #0077b3;"><br /> </span></strong></span></p> <p style="background-color: #fcfcfc; text-align: justify;">&nbsp;If there is no service configured, &nbsp;you can set up a service with a click on the<strong>&nbsp;<span>[Add]</span></strong>-button&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span>.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="The Online Configuration window" href="/Portals/0/Blog/DCP_Online_Configuration/Figure3.png"> <img alt="The Online Configuration window" width="550" height="129" class="img-responsive" src="/Portals/0/Blog/DCP_Online_Configuration/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: The Online Configuration window</em></div> </div> <p>&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span><strong><span style="color: #0077b3;">Step 3: Setup a Service</span></strong><br /> </span>Please click on the<strong>&nbsp;[Add]</strong>-button in order to add a new service. Next, click on the<strong>&nbsp;[Connection Profile]</strong>-button.&nbsp;<br /> <a title="Create a new DCP service" href="https://www.mscrm-addons.com/Portals/0/Blog/DCP_Online_Configuration/Figure4.png" style="background-color: #ffffff;"><img alt="Create a new DCP service" height="167,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/DCP_Online_Configuration/Figure4.png" width="477,5" /></a>Figure 4: Create a new DCP service<br /> <br /> </div> <p style="text-align: justify;">&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;">&nbsp;Next, the window <span style="background-color: #fcfcfc;">below&nbsp;</span>appears. Here, you have to select:&nbsp;<br /> <br /> </div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="background-color: #fcfcfc; font-size: 24px; color: #0077b3;">❶</span><span style="color: #0077b3;"> Select your&nbsp;CRM type<br /> </span>- Server2Server, Office 365,&nbsp; IFD (hosted)&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="color: #0077b3;"><span style="font-size: 24px;">❷</span> Type in your CRM URL<br /> <span style="color: #7f7f7f;">- for example&nbsp;https://alist9.crm6.dynamics.com</span></span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="color: #0077b3;"> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;"><span style="background-color: #fcfcfc;"><span style="font-size: 24px; color: #0077b3;">❸ </span><span style="color: #0077b3;">Type in your user credentials<br /> </span></span>- in this case your username and your password</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;">To finish the process, click on the<strong>&nbsp;<span>[Retrieve Organizations]</span></strong>-button&nbsp;<span style="font-size: 24px; color: #0077b3;">❹</span>.&nbsp;<br /> <a title="Create a CRM Connection Profile" href="https://www.mscrm-addons.com/Portals/0/Blog/DCP_Online_Configuration/Figure5.png" style="background-color: #ffffff;"><img alt="Create a CRM Connection Profile" height="186" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/DCP_Online_Configuration/Figure5.png" width="662,5" /></a><a title="Create a CRM Connection Profile" href="https://www.mscrm-addons.com/Portals/0/Blog/DCP_Online_Configuration/Figure5.png" style="background-color: #ffffff;"></a><a title="Create a CRM Connection Profile" href="https://www.mscrm-addons.com/Portals/0/Blog/DCP_Online_Configuration/Figure5.png" style="background-color: #ffffff;"></a><span style="background-color: #fcfcfc; color: #777777;">Figure 5: Create a CRM Connection Profile&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><br /> <br /> </p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;">&nbsp;<span style="background-color: #fcfcfc; text-align: justify;">As soon as your organization appears in the <span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❶&nbsp;</span>Available Organizations section</span><span style="background-color: #fcfcfc; text-align: justify;">, click on the&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❷</span>&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[Verify Connection &amp; Save Profile]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button</span><span style="background-color: #fcfcfc; text-align: justify;">.<br /> <a title=" Verify your connection and save your profile" href="https://www.mscrm-addons.com/Portals/0/Blog/DCP_Online_Configuration/Figure6.png" style="background-color: #ffffff;"><img alt=" Verify your connection and save your profile" height="330" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/DCP_Online_Configuration/Figure6.png" width="526,5" /></a>Figure 6:&nbsp;<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&nbsp;Verify your connection and save your&nbsp;profile<br /> </span><br /> </span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">Now the following window appears. It is important that you do not close this window or navigate away.&nbsp;<br /> </span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Verify connectivity and permissions" href="/Portals/0/Blog/DCP_Online_Configuration/Figure7.png"> <img alt="Verify connectivity and permissions" width="331" height="331,5" class="img-responsive" src="/Portals/0/Blog/DCP_Online_Configuration/Figure7.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Verify connectivity and permissions</em></div> </div> <p>&nbsp;</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;">You are now back in the same window as before. This window supports you in creating a new service.<br /> </span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create new DocumentsCorePack Service" href="/Portals/0/Blog/DCP_Online_Configuration/Figure8.png"> <img alt="Create new DocumentsCorePack Service" width="532,5" height="111" class="img-responsive" src="/Portals/0/Blog/DCP_Online_Configuration/Figure8.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: Create new DocumentsCorePack Service</em></div> </div> <p>&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="color: #0077b3;">Service Name<br /> </span><span style="color: #7f7f7f;">Please enter your service name here. But choose wisely, because the&nbsp;</span><span style="color: #ff0000;">name cannot be changed <g class="gr_ gr_113 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling multiReplace" id="113" data-gr-id="113">anymore</g></span><span style="color: #000000;">!&nbsp;</span>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #4f81bd;"><span style="background-color: #fcfcfc; font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="color: #0077b3;">DocumentsCorePack Instance</span><br /> </span>Please select on which instance the DocumentsCorePack Service should run. The instance with the highest bandwidth is automatically selected for you.&nbsp;</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;"></span><span style="background-color: #fcfcfc; font-size: 24px; color: #0077b3;">❸&nbsp;</span><span style="background-color: #fcfcfc; color: #0077b3;">SharePoint Integration<br /> </span><span style="background-color: #fcfcfc;">Please select if you want to enable CRM integrated SharePoint, which allows DocumentsCorePack to connect to SharePoint and upload documents. Once you enable this option, two fields appear where you have to enter your SharePoint credentials.&nbsp;</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;"><span style="font-size: 24px; color: #0077b3;">❹</span><span style="color: #0077b3;"> Show Advanced Options (Optional)<br /> </span></span><span style="background-color: #fcfcfc;">A click on this button, allows you to refine the settings of your new service.&nbsp; More information about this options can be found in the corresponding <a href="https:Create new DocumentsCorePack Service/AM/DocumentsCorePack_AttachmentExtractor_Online_Doku_english_2018.pdf?ver=2018-07-04-170945-408">documentation</a>&nbsp;on page 19.&nbsp;</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;">Next, click on the<strong> [Save Service]</strong>-button in the right lower corner in order to proceed. Click on the<strong> [OK]-</strong>button in the window that appears now (see figure below).<br /> </span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DocumentsCorePack Service Setup" href="/Portals/0/Blog/DCP_Online_Configuration/Figure9.png"> <img alt="DocumentsCorePack Service Setup" width="355" height="174" class="img-responsive" src="/Portals/0/Blog/DCP_Online_Configuration/Figure9.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: DocumentsCorePack Service Setup</em></div> </div> <p>&nbsp;</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;">&nbsp;Do not close the following window or navigate away as long as the service is saved. Instead, have a break and enjoy some coffee or tea.<br /> </span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Saving the service" href="/Portals/0/Blog/DCP_Online_Configuration/Figure10.png"> <img alt="Saving the service" width="305,5" height="222,5" class="img-responsive" src="/Portals/0/Blog/DCP_Online_Configuration/Figure10.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: Saving the service</em></div> </div> <p>&nbsp;</p> <strong>Step 3: Service Configuration Completed<br /> </strong><span style="font-size: 14px; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">As soon as the service configuration is completed, you will be informed about the next steps you can take. Click on the License Status-option in order to check your license status. Please read the instructions carefully and click on the&nbsp;</span><span style="font-size: 14px; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;"><strong>[OK]</strong></span><span style="font-size: 14px; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">-button in order to proceed.<br /> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Service Configuration Completed" href="/Portals/0/Blog/DCP_Online_Configuration/Figure11.png"> <img alt="Service Configuration Completed" width="406,5" height="342" class="img-responsive" src="/Portals/0/Blog/DCP_Online_Configuration/Figure11.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 11:Service Configuration Completed</em></div> </div> </span> <p>&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><span><strong><span style="color: #0077b3;">Step 4: Watch your service running<br /> </span></strong></span><span><span style="color: #7f7f7f;">Congratulation! You have finished the configuration of your service. You are now redirected to the service configuration overview. The DocumentsCorePack service is already running. Using the buttons at the end of the service overview, you can define which steps you would like to take next.&nbsp;Please find a brief description of the DocumentsCorePack buttons in the corresponding <a href="https://www.mscrm-addons.com/Portals/0/MSCRM2015/AM/DocumentsCorePack_AttachmentExtractor_Online_Doku_english_2018.pdf?ver=2018-07-04-170945-407">documentation </a>at page 10.&nbsp;</span><strong><span style="color: #7f7f7f;"><br /> </span></strong></span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="background-color: #fcfcfc; color: #7f7f7f;">&nbsp;</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc; color: #7f7f7f;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to</span><span style="background-color: #fcfcfc; color: #000000;">&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; color: #000000;">.</span></span></p> <p style="text-align: justify;">&nbsp;</p> <span style="font-size: 14px; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc; text-align: justify;">&nbsp;</div> <br /> <br /> </span> <p style="text-align: justify;">&nbsp;</p>10149