Understood - I am not ‘directly’ writing SQL tables, I am letting DMT perform that task, as hopefully it knows the schema to write/modify the Epicor tables - I’m only querying the ECM and ERP tables, not performing any writes within SQL. I am very careful to not perform any writes to the databases that don’t go through an ECM/Epicor interface/method/etc… I hope that the worst that I’d break is the document attachment links within Epicor (presumably no worse than someone deleting/moving the document without updating the link). I plan to export the existing data so I can DMT it back if I break it
Larger question now: Are there any concerns with pointing multiple Epicor attachment references to the same ECM document/link (for the boiler-plate documents)?
Thanks for the help @MikeGross - it is much appreciated!
ok, good plan. I kind of assumed, sorry for that. You had mentioned DMT earlier. Taking a backup - definitely. And start with one document to prove it works, then a couple to prove it’s repeatable
As for multiple references to the same - I can’t see how that would be a problem. Every doc link in Kinetic is individual and not checked by any process for duplicates that I know of.
Hi @MikeGross , I went digging through the archives to find some help on ECM content uploads, and recognized you right away from our conversations at previous Insights. We are implementing ECM with Workflow & Forms and I am trying to figure out how to upload around 22,000 documents off our network drives. You make it sound easy with the Batch Import, but I am thinking this one is going to be messy.
Do you know if the document you attached is the most recent and any chance you may be willing to help me walk through this one? I could offer drinks and food in Vegas as payment?
The document is going to be good enough - not much has changed at all in this process.
The process itself is all about the prep. You said it’s a directly full of files - so let’s start there. There are two questions you need answers for.
Are the files connected to Epicor transactions or Standalone imports?
If they are for transactions, do the file names have anything useful to relate to the transaction?
Also, you can use any number of methods to generate a CSV file listing, including recursively down a folder path. Get that into EXCEL.
Once you have the excel file, and the optional transactions data, you need to build the document type these files will be given once they are inside ECM. This will also give you the field names to put in Excel and fill in with data. I use Excel formulas to manipulate/separate the filename and file path data into the correct fields.
Then, optionally, you need a workflow to process each document as it comes in - change the title, attach it to Kinetic, move it to a folder, apply security, etc. Set that workflow as the default on the content type, and you’re good to go.
I can certainly show you and your team all of this in about 15 minutes if you want to set something up.
