V1FilterMapMaintenance

Information

Q:: What is 'Filter Map'?
A: DbArchive has the optional capability to segregate access to data using a single DbArchive table as a basic filter. This data needs to be mapped.

This can be useful for splitting into companies, entities, Endpoints ...
Anything that may require certain users only be permitted to view certain images, rather than having multiple tables / or even multiple archives.
V1FilterMapMaintenance automatically maintains that access as a background process

Example:

• A DbArchive table is created called Purchase Invoices
• One of the fields has a display name of COMPANY. To activate the use of Filter Map, it must have an internal name of DBA_FILTER_FIELD. When a value is archived into this field, it is given a value of the company name in to the ERP, in our example, let's say MANCHESTER.

Assume we have companies in Manchester, London and Birmingham. We have 150 users, 50 user at each company and they only want to see Purchase Invoices for their respective company.
This is where Filter Map kicks in.

• Katie, an AP Clerk, is in the London office. Logs in to SmartRetrieve, searches for Invoices archived this week and finds only those permitted to view for London.
• Freddy, also an AP Clerk, is in the Birmingham office, Logs in to the same SmartRetrieve instance pointing to the same DbArchive as Katie, searches for Invoices archived this week and finds only those permitted to view for Birmingham.
• Danny is the CFO, logs in to the same SmartRetrieve instance pointing to the same DbArchive as Katie and Freddy, searches for Invoices archived this week and finds all Invoices from all Companies.

And so on.

The obvious benefit of this is it keeps overhead low, less code and less tables to manage, less cost needed for any enhancements and backups are kept simpler than having potentially dozens of tables their only difference being a company field.

NOTE: The below download is attuned for use with the Sage X3 integration as that is currently the only standard using Filter Map. A professional services engagement is required to expand to other integrations.

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Download

Click the link below to download V1FilterMapMaintenance, once downloaded, follow the documentation on how to install and implement it step-by-step.

File	Size	Last Update	Current Version	Change Log
V1FilterMapMaintenance.zip	386KB	29/04/2022	1.4	V1FilterMapMaintenance_ChangeLog.txt

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Hotfixes

To save having to re-install V1FilterMapMaintenance for existing installations made since the last update, hotfixes can be applied (file replacement) as and when available.

Fresh installs of V1FilterMapMaintenance will always include the hotfixes, so do not need to be applied.

File	Size	Last Update	Current Version	Change Log
No hotfixes are available at this time.

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