Configuring Document Integration Parameters to Display Doc-Trak Documents

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.

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

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.
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.
To ensure the connection between Infor Factory Track and the Doc-Trak database is configured correctly, click Test Doc-Trak Connection.