Configuring Document Integration Parameters

Use the Document Integration Parameters form to configure parameters for integration with PLM and Doc-Trak, allowing users to view documents from these document management systems from within the Infor Factory Track interface. You can configure Infor Factory Track to display documents from PLM, Doc-Trak, or both.

Note: Infor Factory Track is already configured by default to view to documents from SyteLine as part of the integration process.

Configuring document integration parameters to display PLM documents

To configure document integration parameters to display PLM documents:

  1. Open the Document Integration Parameters form.
  2. Select the PLM Implemented check box.
  3. Specify this information:

    4. Database Server Name

    Specify the name of the SQL server that contains the PLM database.

    Database Name

    Specify the name of the PLM SQL database.

    Site Name

    Specify the site name for the PLM environment.

  4. To generate views for PLM-related tables, click Generate PLM Views. You must generate views when configuring the PLM database connection for the first time. Optionally, after configuring the initial connection, you can click Generate PLM Views anytime to delete existing views for PLM-related tables and re-create them.
  5. To ensure the connection between Infor Factory Track and the PLM database is configured correctly, click Test PLM Connection.

Configuring document integration parameters to display Doc-Trak documents

To configure document integration parameters to display Doc-Trak documents:

  1. Open the Document Integration Parameters form.
  2. Select the Doc-Trak Implemented check box.
  3. Specify this information:

    4. Database Server Name

    Specify the name of the SQL server that contains the Doc-Trak database.

    Database Name

    Specify the name of the Doc-Trak SQL database.

    Site Name

    Specify the site name for the Doc-Trak environment.

  4. To generate views for Doc-Trak-related tables, click Generate Doc-Trak Views. You must generate views when configuring the Doc-Trak database connection for the first time. Optionally, after configuring the initial connection, you can click Generate Doc-Trak Views anytime to delete existing views for Doc-Trak-related tables and re-create them.
  5. To ensure the connection between Infor Factory Track and the Doc-Trak database is configured correctly, click Test Doc-Trak Connection.

Related Topics

Documents