Configuring Document Integration parameters

Use the Document Integration Parameters form to configure parameters for integration with Doc-Trak, allowing users to view documents from Doc-Trak from within the Infor Factory Track interface.

  1. Open the Document Integration Parameters form.
  2. Select the Doc-Trak Implemented check box.
  3. Specify this information:
    Database Server Name
    The name of the SQL server that contains the Doc-Trak database.
    Database Name
    The name of the Doc-Trak SQL database.
    Site Name
    The site name for the Doc-Trak environment.
  4. Click Generate Doc-Trak Views to generate views for Doc-Trak-related tables.. You must generate views when configuring the Doc-Trak database connection for the first time. After configuring the initial connection, you can also click Generate Doc-Trak Views anytime to delete existing views for Doc-Trak-related tables and recreate .
  5. Click Test Doc-Trak Connection to ensure the connection between Infor Factory Track and the Doc-Trak database is configured correctly .