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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Migrate Historical Doc...
Microsoft Dynamics AX (Archived)

Migrate Historical Documents to AX Document Management

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Posted on by Praveen 1,201

Hi, 

Does anyone has any idea about the historical migration of Documents from legacy applications? Any thoughts on how easy or difficult it could be?

 My idea approach would be to create a script in Dynamics AX and then import the documents to Archive directory one by one based on the documents unique number, which could be Customer account number, Sales order number, etc

If anyone has attempted before please do pour in your thoughts!

Thanks.

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I have the same question (0)
  • Muhammad Afsar Khan Profile Picture
    Muhammad Afsar Khan 2,676 on at

    You can use document management framework provided by Microsoft Dynamics AX.

    -Afsar

    mafsarkhan.blogspot.com

  • Praveen Profile Picture
    Praveen 1,201 on at

    Hello Afsar, Am using the Document Management Framework within Dynamics AX

    The Question is how to migrate the legacy documents to the Document Management Framework from legacy.

    Let me give you an example, I am able to migrate the Customers, now I would need to migrate the Relevant documents(pdf's, jpg,etc) of that Customer to the Document Management Framework.

    Just trying to check if anyone has attempted before or has any ideas in this area.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    A basic script to add an document would be:

      DocuRef             docuRef;    

      DocuType            docuType = DocuType::find('DOC'); //TODO: set the documenttype you provided for images  

      DocuActionArchive        docuActionArchive = new docuActionArchive();    

      InventTable inventTable;

      CustTable custTable;

      VendTable vendTable;

      docuRef.clear();  

      docuRef.initValue();  

      docuRef.TypeId      = docuType.TypeId;  

      docuRef.RefCompanyId   = curExt();  

      //TODO:Choose the one you need

      //for documents on items

      docuRef.RefTableId    = inventTable.TableId;  

      docuRef.RefRecId     = inventTable.RecId;  

      //for documents on customers

      //docuRef.RefTableId    = custTable.TableId;  

      //docuRef.RefRecId     = custTable.RecId;

      //for documents on vendors

      //docuRef.RefTableId    = vendTable.TableId;  

      //docuRef.RefRecId     = vendTable.RecId;

      docuRef.Name       = _fileName;  

      docuRef.Restriction   = DocuRestriction::External;  

      if(docuRef.validateWrite())  

      {  

        docuRef.insert();  

      }

      ttsBegin;  

      docuActionArchive.add(docuRef,_fileName);  

      ttsCommit;

    When You combine it with looping through a directory of Files:

    ax2012tipsandtricks.blogspot.nl/.../loop-through-all-files-in-directory.html

    You could upload all your documents using Ax numbersequences, and letting Ax store your files in archive directory.

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