Linked Files DMS Management
- Matthew Garrett
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This functionality is available in Framework 2020 (v7.1).
User Authentication
To establish the connection between the user in Framework and the user in DMS, there is an authentication process in Framework;
In Production Module, Launch File > User Options.
Select Perspective Platform tab.
Enter the DMS Login and Password, as you would in the browser.
Hit Authenticate button.
When the authentication is successful, a Contact ID is stored for the user.
Thin Client Link
A Thin Client set up is available for
Accessing the DMS when the documents to be managed and uploaded are local to the user, and not Framework ECM
Refreshing the DMS Project when the job is changed in Framework ECM.
These functions are managed by Security Preferences.
ID | Permission | Setting | Description |
|---|---|---|---|
-50341 | Launch DMS Locally? | Yes | The Open DMS button on the Linked Files screen will launch the browser locally to the user, using the DMS permissions to connect to the DMS. |
No | The Browser is assumed to be outside the user's environment. | ||
-50342 | Sync/Refresh DMS on change of Job | Yes | When changing job in Framework, DMS will update the Project to be in line with the Job. Whether this happens locally or in a remote session, depends on the Launch DMS Locally? preference setting. |
No | DMS will not refresh on change of job, in either local or remote environments. |
Connecting to the relevant project in DMS depends on all other relevant preferences being set correctly and the project existing on the Platform.