MSCRM-ADDONS.com Cloud Service Configuration

Error: Value cannot be null. Parameter name: userId MSCRM-ADDONS.com Cloud Service Configuration

On this page you can configure DocumentsCorePack or AttachmentExtractor for your CRM organization.

Config Datacenter:

Version

DocumentsCorePack ServerBased
AttachmentExtractor

Your available DocumentsCorePack services

Your available AttachmentExtractor services

Please wait...

Testing bandwidth...

Verify connectivity and permissions

Please DO NOT close this window or navigate away!!!

Check connectivity...

Check permissions...

Save CRM connection profile...

Saving service
This can take up to an hour or longer.

Please DO NOT close this window or navigate away!!!

Check connectivity...

Check permissions...

Check Storage...

Import General Solution...

Apply general security role...

Import AttachmentExtractor solution...

Create AttachmentExtractor settings...

Setup service...

Saving service
This can take up to an hour or longer.

Please DO NOT close this window or navigate away!!!

Check connectivity...

Check permissions...

Check Storage...

Import General Solution...

Apply general security role...

Import DocumentsCorePack solution...

Apply DocumentsCorePack role...

Import AutoMerge Solution...

Create DocumentsCorePack settings...

Create AutoMerge settings...

Setup & start service...

Update Service

Please DO NOT close this window or navigate away!!!

Check connectivity...

Check permissions...

Check Storage...

Update configuration & restart service...

Move Service

Please DO NOT close this window or navigate away!!!

Check connectivity...

Check permissions...

Move/Copy Service...

Here you can see the latest event log entries of your service . Double-click the row to see details

Select the instance where to read the logs

Search for an AutoMerge SettingsKey with a specific name:

Here you can obtain the api key of your service

API Version

This feature is a prototype and not fully implemented and only visible to administrators

You are about to obtain a new API key for your service!

Please note, once you click [OK], a new key will be generated and the previous key will be invalid!

You are about to revoke the API key for your service!

Please note, once you click [Revoke], your current key will be revoked and therefore become unusable

Document Statistics for your service Group by template

Select latest or

Specify the time span between and

Here you have a complete report of your data usage of your service

Export Templates

Click on "Export" to export all DocumentsCorePack Templates as a *.zip file.

Import Templates

Click on "Import" to import DocumentsCorePack Templates. You can choose multiple *.docx/*.docm/*.dot templates or a *.zip file containing multiple templates. You can also drag and drop files from the explorer to this dialog.

The template does already exist. Do you want to overwrite it? Apply for all conflicts

Import Templates

Click on "Import" to import DocumentsCorePack Templates. You can choose multiple *.docx templates or a *.zip file containing multiple templates. You can also drag and drop files from the explorer to this dialog.

Export Templates

Click on "Export" to export all DocumentsCorePack Templates as a *.zip file.

Transfer Templates

Click on "Transfer" to copy your templates to another organization. Select the organization where you want to transfer your templates to.

Source:

Target:

Scheduled Template Backup to Azure Blob Storage

Enable a scheduled template backup to a azure blob storage.

Enable Scheduled Template Backup

Interval in days

Azure Blob Storage SAS Url

Blob Account

Blob Container

Folder

Filename

View and upload fonts. Migration to new font management required. Once completed you can upload new or add missing fonts.

WorkingItem Management

Export active WorkingItems

Click on "Export" to export all active WorkingItems.

Export disabled WorkingItems

Click on "Export" to export all manual disabled WorkingItems.

Disable WorkingItems

Disable all active WorkingItems to clear the document generation queue.

WorkingItem Overview

Click on "Open" to see your WorkingItems

SettingsKey Management

SettingsKey Overview

Click on "Open" to see your SettingsKeys

Select items between and

Search for a specific message...

Instance

Please select the new instance where you want to move your service.
After that click on "Move Instance".

Please specify what should happen for already existing templates.

Create New: Import the templates with a new name
Overwrite: Overwrites the existing template
Don't Import: Import only new templates

Create New Overwrite Don't Import

Here you can configure your Cloud Printer configurations for . Note: For local printer configuration click here

Configuration Name

Printix PrintNode Universal Print

Credentials

Google Account

Available Printers

Printer Settings

Use Default

You have to specify a valid CRM connection profile. The user with which you're connecting must be in the system administrator role to set up a service.

Select your connection type

Server2Server App Access App Access (custom) Online - Office 365 IFD (hosted)

CRM URL

Credentials - You need to specify administrative user credentials

Username

Password

Client Secret

Application ID

Certificate Based

CRM Username

SharePoint connection

Connect as

Server2Server App Access App Access (custom)

SharePoint Username: not set up

Available Organizations

Document Service Version

Management Service Version

CRM Version

Installed CRM Solutions

Latest Version

Installed Version

AutoMergeGlobalButton

AutoMergeServerCore

DocumentsCorePackServerCore

MSCRMADDONScomGeneral

Import solutions synchronous

Extraction Service Version

Management Service Version

CRM Version

Installed CRM Solutions

Latest Version

Installed Version

AttachmentExtractorCore

ActivityToolsPluginExtension

MSCRMADDONScomGeneral

Import solutions synchronous

Available Load Balancer Services

How many load balancer would you like to configure?

Reserved services for single documents only

There was a problem connecting to your CRM server. Please verify that you entered the server URL, user name and password correct.

There are critical errors with your service(s).

You have not enough permissions. Please verify that the user you entered is in the system administrator role. Please also verify that the users language is the base language of your CRM system. The specified user also needs to have full read/write access mode.

The CRM connection profile cannot be saved. Please contact support@mscrm-addons.com

It seems that your browser has blocked a required window.

Please click here to open that window.

You don't have a CRM connection profile yet. In the next dialog you can create a new CRM connection profile to connect to your CRM organization

We're unable to find a service for the organization name with the currently logged on user.

Either you don't have a Service configured or you logged on with the wrong user account on www.mscrm-addons.com.

The entered subscription ID is not a valid number

Unortunately we'e not able to find any configured printers. Please ensure that you have typed your user name and password correctly.
Please also make sure that you have already set up your printers in the cloud printer configuration of your selected provider.

The App Access authentication failed. Please have a look at this blog article for details.

Error Detail:

The App Access (custom) authentication failed. Please have a look at this blog article for details.

The App Access authentication to SharePoint failed because the application user was not created yet. Please have a look at this blog article for details.

If you're creating a new service you might install it first with a Server2Server profile to have the required solutions in your system which are a prerequisite for the App Access authentication.
Also an App Access connection profile might require a new license. Please have a look at this support article for more details.

Please ensure to follow the steps in this support article before you can connect with the Custom App Access authentication

The CRM connection profile you're currently updating is in use by a Service Configuration. The organization which is configured cannot be found. Please specify a user which is able to connect to the organization

We're finished setting up DocumentsCorePack for your CRM Organization.

Next Steps

Advanced DocumentsCorePack Configuration
Opens the configuration within your CRM for advanced configuration steps
License Status
DocumentsCorePack comes with a 14 days trial. Here you can check the license status.
Cloud Print Configuration
If you want to print your documents, open the Cloud Print Configuration to configure your printer(s).
DocumentsCorePack Client
You will require DocumentsCorePack Client to create your templates which will be then used by DocumentsCorePack Service to generate your documents.
Create Document Button

You'll find this button on all your entities within CRM. This button provides an easy way to generate documents on demand without the need of Word / DCP. You're able to preview the document, print it, attach it to an email, etc.

These and other configurations can be accessed when you select your service in the list and use the buttons below. You can also take the tour to get an overview of all functionalities.

When you need additional help, don't hesitate to contact us via
- E-mail: support@mscrm-addons.com or
- Telephone: +43 (316) 680 880 0

Your AttachmentExtractor service is ready!

Next Steps

Start your service
The service is not automatically started so you can review, edit and confirm your settings.

Once ready, you have to start your service manually.
Extract your Content
- Licensed Services: The extraction will automatically begin once the service is started.
- Trial: Select your service and open the "extraction analysis & single item extract" dialog to perform extraction tests. Get details here
License Status
The trial supports up to 5000 extracted documents. Check license status here

These and other configurations can be accessed when you select your service in the list and use the buttons below. You can also take the tour to get an overview of all functionalities.

Need help or have questions? Don' hesitate to contact us
- Live-Chat: Help Desk
- E-mail: support@mscrm-addons.com
- Telephone: +43 (316) 680 880 0

The DocumentsCorePack Service Setup can take up to an hour or longer. During the setup your CRM performance decreases. Please do not close this window or navigate away

Press OK to continue the setup.

The AttachmentExtractor Service Setup can take up to an hour or longer. During the setup your CRM performance decreases. Please do not close this window or navigate away

Press OK to continue the setup.

We detected that the DocumentsCorePack Service is already configured for this CRM organization.

If you have multiple services running, it can happen that no documents will be generated. You have to configure the "Category" of the service to specify which service is processing which working items. You can also select in the Advanced Options the setting Force this service to be the only document-generating service to ensure that only this service is processing all documents.

Press OK to continue the setup.

We detected that the AttachmentExtractor Service is already configured for this CRM organization.

If you have multiple services running, you have to configure different filter criteria.

Press OK to continue the setup.

!!! Warning !!!

You've selected to extract content from your Dynamics 365(CDS) environment. This will physically move content from your instance to SharePoint or AzureBlob.

Content will be extracted from

asdf

Reverting this process is possible but time consuming. Please confirm your choice.

I've read and understand what this means and want to continue extracting content from our environment.

!!! Warning !!!

You've selected to extract content from your Dynamics 365 (CDS) environment. This will physically move content from your instance to SharePoint or AzureBlob.

Content will be extracted from

asdf

Reverting this process is possible but time consuming. Please confirm your choice.

I've read and understand what this means and want to continue extracting content from our environment.

Please select a product you would like to set up.

Enables you to quickly create professional documents within Microsoft Dynamics 365

Extracts documents to SharePoint and saves database space in Microsoft Dynamics 365

Do you really want to delete the selected DocumentsCorePack Service Configuration?

This step will delete

The Service Configuration
The DocumentsCorePack Service

This step will not delete

CRM Solution: MSCRMADDONScomGeneral
CRM Solution: DocumentsCorePackServerCore
CRM Solution: AutoMergeServerCore
DocumentsCorePack Settings

For complete uninstall of DocumentsCorePack the solutions listed above have to be deleted manually

Remove the DocumentsCorePack button from the CRM command bar
(This button is not functional when no services exist)

Press Delete to continue or Cancel to cancel

Do you really want to delete the selected AttachmentExtractor Service Configuration?

This step will delete

The Service Configuration
The AttachmentExtractor Service

This step will not delete

CRM Solution: MSCRMADDONScomGeneral
CRM Solution: AttachmentExtractorCore
AttachmentExtractor Settings

For complete uninstall of AttachmentExtractor the solutions listed above have to be deleted manually

Press Delete to continue or Cancel to cancel

Clone this service as a revert Service?

This service will move all extracted data back into your CRM once its started.
Please make sure, you have sufficient database space available to accomodate the attachments.

Press 'Clone as revert Service' to continue or Cancel to cancel

Do you really want to delete the selected Cloud Printer Configuration?

Press Delete to continue or Cancel to cancel

Please enter your subscription ID for . If you're unsure about your subscription ID, leave the value at -1.

Subscription ID

Current:

You've made changes in the configuration which requires a reset of the current extraction progress. Would you like to continue?

Reset the extraction progress for the organization

asdf

Notes Processed	Notes processed range to
Emails Processed	Attachments processed range to
Attachments Processed	Appointments processed range to
Data transferred	Email content processed range to

Progress
Failures
Body Failures

Max Results

State

Add a url to a record or email to see the extraction logic our service will apply. You can also add a url to a record or email to extract immediately.

Info: Click on "Refresh" to update the status and double click the row to see more details

Extraction Analysis Single Item Extract

Reports
Service Logs

Server Based License
Client Based License
Users
Roles

AttachmentExtractor
Users
Roles

Select the users which should be able to use DCP

Licenses available:

Select the entities where you want to see the 'Create Document' button

This dialog can be used to install the license for AutoMerge for MS CRM 2011.

If you already have received an email with the license key from "support@mscrm-addons.com" please follow the steps below to install the license.

If you don't have a license yet and want to buy one please click here. It will forward you directly to our Online Shop.

Of course you can contact us directly: Email to Support

Install the license:

Please open the email with the license key. Copy the key and paste it into the following box:
To finish the installation please hit the "Install"-button.

This dialog can be used to install the license for DocumentsCorePack for MS CRM 2011.

If you already have received an email with the license key from "support@mscrm-addons.com" please follow the steps below to install the license.

If you don't have a license yet and want to buy one please click here. It will forward you directly to our Online Shop.

Of course you can contact us directly: Email to Support

Install the license:

Please open the received license TXT file. Select the whole content of the file, copy it and paste it in the following box:
To finish the installation please hit the "Install"-button.