DocuWare
DocuWare and BusinessPlus
Note : This documentation is specific to Orange County BusinessPlus DocuWare Integration, released for BusinessPlus v23.5. This document is only for the custom portion of the upgrade and/or the database updates.
Scope of Service
Orange County replaced the existing Webiplex Integration with DocuWare.
Legacy reporting systems, like CDD, often leave districts running reports with time-consuming and cumbersome processes. BusinessPlus and Cognos combined give districts the ability to improve operational efficiency by streamlining reporting processes, as well using data within BusinessPlus to help administrators make data-driven decisions.
Key Benefits
- Allow documents stored and maintained in DocuWare to be viewed, added, or deleted in BusinessPlus.
Key Features
- View DocuWare Documents
o The viewing of DocuWare documents can be accomplished by going to the BusinessPLUS page that holds the record that the setup has been tied to.
o Once on the screen bring up the record
o Now click on the attachmentâs icon on the left side of the screen
o BusinessPLUS will use the attachment definition to contact DocuWare and create a link to the DocuWare viewer, for the document, and it will show up in the list like all other attachments.
- Add a document to DocuWare
o When adding a document to DocuWare, a link is created with the Businesslus record via the defined attachment definition. Hence, finding the record to create a link is essential.
o On selecting the BusinessPlus records, click on the attachment's icon.
o At the bottom of the attachments panel, click on the button - Add New Attachment, clicking this button will bring up a popup
o Now select the Docuware attachment definitions.
o Use the Browse button to choose the document to be added
o Use description box to name the document
o Click Attach button, to upload the document to Docuware and create a link between BusinessPlus and Docuware document. so that the document can be viewed later using the steps mentioned under View DocuWare Documents mentioned above.
- Delete a Docuware Document
o To Delete the DocuWare document form BusinessPlus, use the steps above to view the document.
o On selecting the document to be deleted, click on the bin icon on the right-hand side and confirm the delete action.
o On the click of Yes, a request will be sent to DocuWare to delete the selected document.
Setup
1.The below two entries are required in im_objects table :
- Insert into im_objects (object_id, object_instance, object_description, object_assembly, object_type, status_cd, unique_key) values ('11111111-D307-49D1-BB98-DCF8CA60D840', 'Docuware.Documents.Attach.DocuwareAttach', 'Docuware Attachments', 'Docuware.Documents.dll', 'A', 'A', NEWID());
- Insert into im_objects (object_id, object_instance, object_description, object_assembly, object_type, status_cd, unique_key) values ('E5FF0099-BE83-426A-B056-5FCA9999E0EB', 'Docuware.Documents.Storage.DocuwareStorage', 'Docuware Attachments', 'Docuware.Documents.dll', 'S', 'A', NEWID());
2. Copy the DocWare.documents.dll to the bin directory.
3. Now open the Admin Console and log in.
4. Click on Settings from the top right hand corner.
5. Open the Plugin Tab
6. Click the Import Button
7. Browse to the location of docuware.documents.dll and select it
- Default Location is Program Files(x86)/Powerschool/bin
8. This should add two entries to the Plugin tab.
9. Click Apply Changes
10. Now Close and Restart the Admin Console.
11. Under Documents Online, expand Setup, there should now be two new entries for Docware
12. Open Docware Settings
13. Define the DocWare Connection information -
- Settings ID : Unique identifier to identify the connection settings
- Docware Server : Url to the DocWare server
- Login: Username
- Password: Password
- Org: The organization
- Test Connection button can be used to verify that the information entered allows BusinessPlus to talk to DocWare server and the credentials are correct.
14. Next open the Docuware Definitions
15. Define the attachment definition to link the BusinessPlus record to DocWare documents -
- Attach ID: The unique name to identify the definition
- Enabled: If the definition is enabled or disabled
- BP Table: Define the BusinessPlus table to link
- Description : Small description to help further clarify the use of this definition
- Settings ID: The Docware settings ( Created in Point 13 above) will be used in this definitions to connect.
- Docuware Filecabinent: The DocWare filecabint that will hold the documents. Note - Settings ID must be selected to populate this drop down.
- Attachment Mappings : Creates the linkages between a BusinessPlus value and one in the DocWare filecabinet.
16. Once the definition has been created, rebuild the base structure via manage security structure. This should add the new definition to the list of attached definitions.
17. Once this is completed. provide the security access to the users who need to view these documents.
18. A common code must also be in place to use this functionality :
- Go to Common Code ( NUUPCD)
- Create a new common code DOCO/DOCUWARE with Ledger @@ and Short Desc - ON