This article is about the DocumentsCorePack FileExplorer in IFD environments for CRM 2011, 2013, 2015 and 2016.
Basically the FileExplorer of DocumentsCorePack is not support in CRM IFD environments. Nevertheless it is possible that it works. If you want to try configuring it, follow this article.
Limitations
- The embedded File Explorer only works in your Internet Explorer (does not work in any other browser and is not tested with MS Edge).
- FileExplorer won’t work when accessing CRM from outside of the local network.
- When launching FileExplorer with the IE-Dev-Tool opened, you will notice security warning regarding http and https mixed.
- No further development is planned!
- In combination with IFD, FileExplorer integration is not covered by the support contract.
Steps to configure
These steps have to be performed after the default installation of DocumentsCorePack Server part without any special configurations (do NOT run the IFD tool for DCP).
- Change connection type of DCP profile to “0”:Open the registry of your CRM server -> „Local Machine -> Software -> PTM EDV-Systeme -> AutoMergeServer -> ActiveProfile.
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Look for the connection-profile with this ID in "Profiles" and set “CrmConnctionType” to “0”.
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Clik here to view. - Internet Information Services Settings
The DCP-Website must have an "http"-binding including a free port. To ensure, open the IIS Manager and select the "DocumentsCorePackserver"-website and check the bindings. Remember the port: Its value will be required in the next steps.
As well in IIS Manager, ensure that the "Managed pipeline mode" of the "DocumentsCorePackserverPool"- Application Pool is set to "Classic":Image may be NSFW.
Clik here to view. - Navigate to “CRM” -> “Settings” -> “MSCRM-ADDONS.com Products” -> and open “DocumentsCorePack”. In the gird below all settings keys will be listed.
For DCP File Explorer only, follow A. If you also use DCP Server based (e.g. CRM workflows) to store documents to the file share, follow B.- Open the “WebApplicationPort”-setting and change its “KeyValue” to assigned port of the DCP Website:
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And Open “DCPServerUrl” and change its “KeyValue” to “http://+[CRM server URL]:
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Clik here to view. - Open “WebApplicationPort”-setting and change its “KeyValue” to “http://+[CRM server URL + Port of website in IIS] +/fileexplorer/fileexplorer.aspx?testp=|”:
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And Open “DCPServerUrl” and change its “KeyValue” to “http://+[CRM server URL]:[port of DCP website]”:
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The “OpenDocument”-button is NOT supported in this case!
- Open the “WebApplicationPort”-setting and change its “KeyValue” to assigned port of the DCP Website:
- Define Server-based user (only necessary if you use DCP Server Based)
Go to “CRM” -> “Settings” -> “Solutions” -> and open “AutoMergeServerCore”. Its config page will load. Use it to define a user which have enough permission to access the file share and CRM (in doubt, a local and CRM admin).
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- Permission: Give “everyone” full access on the file share and its sub folders (Required).
- Define a user which is a CRM admin and local admin in the DCP webconfig. To do this, open the DocumentsCorePack “web.config”-file of the installation directory (normally C:\Program Files\PTM EDV-Systeme GmbH\AutoMerge Server for MS CRM 2015\web.config) and modify the “identity”-node: <identity impersonate="true" userName="[Domain]\[User]" password="[Password]"/>
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- Make Website working within CRM: Open the settings of the Internet Explorer and allow “mixed content”.
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Trouble Shooting
- This error appears when opening the website.
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To resolve this, open the “web.config” of the installation directory of DCP Server part and remove both lines starting with “Infragistics2”. In addition change the “targetFramework” of “compilation” to “4.0” (if not already done). - File is not saved to file share.
Activate debugging of DCP FileExplorer (look for "Solution 2: SERVER SOLUTION!"): link
If generating documents via DCP server based (e.g. from a CRM Workflow), activate server based debugging as well: link
You can find the log-files in the subfolder “Log” of the installation directory of DCP Server part.
