More ECM questions. I found that on the workflow that support created for me, all the part drawings that were being imported had the security class blank. I looked at the content type and it was missing there. I added it, saved and then ran another test and I can search for the part and see it but there is no folder path when I am viewing it in the list of files.
The workflow automatically creates the folder under Imports\Drawings\ if it doesn’t exist. When I double click on the file it does show the folder path as Imports\Drawings\325-1-0 which is correct but I can’t see it in the list. This part was working before. Would it use the same security class for the folder? I am logged in as administrator so not sure if it is a security problem or if the folder wasn’t actually created.
Second question is there a way to bulk change the security class for the parts that came in with the class blank?
Third question is what is the best way to delete files that have been attached to a Kinetic table. The part drawings are showing as attachments in part tracker. If I delete an ECM file, the attachment still shows.
If you made a change in the Admin panel in one browser tab while having another open, you will need to refresh that other tab as ECM will not automatically synchronize changes made on other tabs. Not sure if this is the issue, but worth a shot.
Unfortunately, I believe you will need to run all of the part documents through a workflow to “mass update” the Security Class. Alternatively, you may be able to click the Run Content button at the bottom of Content Fields, but that would be on each record.
I recently discovered that when you delete an ECM record that the attachment link in Epicor still allows you to view the document because it still exists in the Recycle Bin within ECM. Only when you truly wipe it out of the Recycle Bin will that break the attachment link. Odd behaviour as somehow the attachment link in Epicor follows it to the Recycle Bin when I would have expected it to sever that connection immediately.
EDIT: Apologies as I neglected to answer your question about the best way to delete files. In my experience, the only clean way to do this is to delete them directly in Epicor. Doing so will delete the record in ECM (send to Recycle Bin). This is a “on at a time” approach, but you could use Document Management in Epicor to find the list of referenced links and delete them there, too. This simply deletes the attachment link in Epicor, though, not the record in ECM. This is also a “one at a time” method, but you don’t have to navigate to each part record to delete the link.
We’ve been working forever it seems to implement ECM…and today we discovered the little nugget about document security. So, if I understand correctly, if we hire a new employee that needs to be able to access all the documents in ECM - even if we add them to a security group they would not see documents that had already been brought in under that security setting? We would have to run the documents through a workflow in order for the new user to see them?
Hopefully I’m just misunderstanding as a result of complete exhaustion and frustration with everything ECM.
Anyone granted permissions through the Security Class should then be able to access any Content Type, document, folder, etc. that has that Security Class tied to it. This works retroactively so you shouldn’t need to run a workflow to get this working for a new employee. The recommended method for assigning these document permissions via the Security Class is to add users to Groups and then assign those Groups to the Security Class(es) you wish to grant permissions for. This then makes it easy to add or remove users from the Group to add or remove permissions from them.