Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Sharing OLE files betw...
Microsoft Dynamics GP (Archived)

Sharing OLE files between users?

(0) ShareShare
ReportReport
Posted on by AniDanny 70

When editing a sales transaction, we use the Notes page of the Document Number field to keep track of what's happening with that particular entry.  We've recently stumbled across the OLE attachments that can be added to a notes page.  Today, however, we realized that while the sales transaction can be accessed by any user, and the Document Number -> Notes page will show up the same for any user, the OLE manager appears to be user-specific.  That is, one person can attach relevent .pdf files, but when I open the attachments on the note, nothing shows up.

Does anyone know if there's a way to access those files from a different user account than the one they were created on?

*This post is locked for comments

  • Jonathan Fear Profile Picture
    Jonathan Fear on at
    Re: Sharing OLE files between users?

    Looks like Tim has you on the right track. Let us know if there is anything else.

  • Tim W Profile Picture
    Tim W 2,925 on at
    Re: Sharing OLE files between users?

    One additional folder attribute is to have an OLENotes folder under the company folder.  Thanks again to David for his outstanding knowledge and documentation of GP.

  • Suggested answer
    Tim W Profile Picture
    Tim W 2,925 on at
    Re: Sharing OLE files between users?

    This is a setting you manage in the dex.ini file which is in the GP\Data folder.  You edit the ini file on each workstation to point to a shared directory and then everyone will share the attached files.

    OLEPath=\\<server share>\Notes\

    The path needs to exist (including the Notes folder) and then you need to create a sub folder under the Notes folder for each company you want to have shared notes, this needs to be the SQL DB name.  If your production company has a SQL name of CORP you will need to create a CORP folder unter the Notes folder on the share.

    Here is a link to an excellent 'how to' on this from David Musgrave.

    blogs.msdn.com/.../ole-attachments-and-record-notes.aspx

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans