Hello,
I have a couple questions regarding document management/attachments on a D365 F&O on-prem implementation:
Any help on this topic is highly appreciated.
Thanks
You may need to review code logic behind or customization to migrate these files. But normally we don't migrate history records to D365F&O.
The migrate files button is just a button without any associated configuration or setup. Can you please explain how it works? How does it know the source and destination of the documents? In our case, we have an in house built database with the documents that we need to migrate to D365 F&O. How will the Migrate map our in house database with D365 document management?
You can also refer below thread if you upgrade from AX2012:community.dynamics.com/.../how-to-move-attached-files-from-2012-to-d365
Document management
If you use document management, existing documents or attachments that are stored in the database should be migrated to Microsoft Azure Blob storage. To complete this migration, use the Migrate files button on the Migrate files tab on the Document management parameters page. This operation is not critical as document management can still access file stored in the database, but the files can take considerable database storage and the retrieval is less efficient. The file migration process will migrate all possible database files to Microsoft Azure Blob storage, reporting on any failures and continuing. If any errors are reported, attempt running the file migration process again.
If the file migration process isn’t able to complete without failure, this may be that the files stored in the database are corrupt, which Microsoft is unable to repair. If this is the case, you can request a non-business critical support case be opened to enable conversion of the attachments into note records, which will retain any previous notes as well as the names of the files that were stored in the database. Note that the files themselves cannot be recovered.
docs.microsoft.com/.../app-validation-process
Hi George,
You can upload files to D365FO:
docs.microsoft.com/.../file-upload-control
After uploading a file using file control, the file will be uploaded to the Blob and you can use a URL to get the file stream.
Hope this helps.
Thank you Kevin
I believe this answers my first 3 questions. What about data migration? How can we migrate data to a shared data storage location? Can data entities be used?
You must set up the following SMB 3.0 file shares:
A file share that stores user documents that are uploaded to AOS (for example, \\DAX7SQLAOFILE1\aos-storage).
A file share that stores the latest build and configuration files to orchestrate the deployment (for example, \\DAX7SQLAOFILE1\agent).
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