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We are currently in an AX deployment provided by a vendor and I have some questions about where documents should be stored. Here is what I was presented with as a deployed solution. Our users have to regularly attach scanned PDF documents. They had us setup an "AX Attachment" folder on our DFS share. We then made it hidden and gave ALL AX users read and write access to it. Now all the PDF attachments get dumped there. In 3 months we have over 5000 files in this single directory. This makes no sense what so ever to me. Why are the perms set at a user level? Shouldn't that be handled by the AX server via an AX Service account? Basically any AX user now has the ability if they stumble across that folder to delete everything in it. Not to mention that only after 3 months I have 5000 files in that folder after 5 years I'll have well over 100,000 files in it. None of this is MS general Best Practice. It just doesn't make any sense to me why it would be setup this way.
I've looked online and found various documents that elude to using SharePoint or other "Document Handling" suites but there isn't a single posting that I found which simple explains what the AX Best Practice is for something like this. A simple diagram explaining this is where and how documents should be stored would be great too. There is very little online about any of this. Any help you guys... and girls can give me would be great. Thanks
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Hi
Usually, I create diffrent Document Types (Email, Technical draw, etc.) and each one have a proper folder.
However, with AX 2012 is better to move the documents on different Sharepoint Library according the argument.
Using Sharepoint, the benefits are :
1- Avoid file system problem in case of many files
2- Avoid Users can delete by mistake all Documents
3- Activate Enterprise Search, so User can run searches from Dynamics AX clients and\or Enterprise Portal inside the Documents ( PDF, Email, Word, etc. )
More info at technet.microsoft.com/.../dn631953.aspx
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