Setting up the Continia File Service in Business Central
When you've set up a repository and authorization key for the Continia File Service, you must configure the service in Microsoft Dynamics 365 Business Central. You can do this in two ways:
- For standard configuration, use the dedicated assisted setup guide.
- For more advanced setup options, use the Document Capture Setup.
Both methods are described in more detail in the sections below.
Important
The details you entered in the configuration tool when you configured the Continia File Service must be reused when you set up the service in Business Central, so it's important that they're identical with the ones you enter when following the guides below.
Note
When you migrate from the File System to the File Service, the actual location of the files typically doesn't change – it's only the way the files are accessed that changes. For that reason, Continia Document Capture doesn't automatically move any files during a migration to the Files Service. If any files have to be moved, you must do so manually.
Standard configuration
To configure the Continia File Service in Business Central using the standard assisted setup guide, follow these steps:
- Choose the
icon, enter Storage Migration Assisted Setup Guide, and then choose the related link. - Follow the on-screen instructions.
- When you're done, select Finish to close the guide and implement your settings.
The Continia File Service is now fully configured and ready for use as your default document storage type.
Advanced setup
To configure the Continia File Service in Business Central using the Document Capture Setup for more advanced settings, follow these steps:
- Choose the icon, enter Document Capture Setup, and then choose the related link.
- On the General FastTab, under Document Storage Type, select File Service.
- A dialog appears, asking you if you want to migrate your files to File Service. Select Yes to confirm and close the dialog. The Update Storage Settings - File Service page opens.
- Fill out the Server, Server Port, Repository, and Authorization Key fields, and modify the paths and the Disk File Directory Structure, if necessary.
Important
Your Server Port, Repository, and Authorization Key entries must be identical with the corresponding entries you added in the configuration tool when you configured the Continia File Service. Also, the paths must correspond to the root folder you specified in the configuration tool.
- Optional: If your server setup requires a secure connection using cryptography, SSL, or similar, enable Use Secure Connection.
- Optional: To verify the setup, select the three dots at the top, and then select Test Connection. A dialog with connection details appears. Select OK to close it.
- On the Update Storage Settings - File Service page, select OK to continue.
- Follow the on-screen instructions to complete the guide.
The Continia File Service is now fully configured and ready for use as your default document storage type.