Implement PIA with DbCapture

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Information

Please ensure you have licences for the correct version before starting the installation. If in doubt which to use, please discuss with your account manager.

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Assumptions

For the purposes of this document, the following assumptions are made, change as appropriate to your installation:

• The setup program has been run to completion
• The V1 directory where the setup program has installed the server components is C:\V1 (if not installed here, change to reflect the path you have installed to)
• The Sage Endpoint you’re using is SEED

EDM for Sage X3 R14 has been fully installed and those Sage Endpoints that wish to use PIA with DbCapture are patched for R14.

At the minimum, you must be licensed for the following:

• EDM
• PIA
• SmartMail (Including SmartMailSend (SMTP)
• DbLogin Admin Console

If any of the above assumptions cannot be met, STOP.

You will cause delays to the project if you skip / bypass any steps.

Assuming everything is in place, continue to the next chapter.

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Configure DbLogin Users to use PIA

Each DbLogin user who requires access to PIA needs to be configured as below:

1. Open the DbLogin Admin Console, login as administrator / administrator
2. Click the tick box to the left of the user you wish to configure for PIA recognition
3. The keys icon at the top of the screen should be illuminated, left click on it
4. Single click on DbCapture in the tree
5. Ensure the ProfilesAllowed value contains PIAExpress
6. Ensure CandidatesEnabled is ticked
7. Ensure AccessLevel is Level5
8. Ensure DbCStatesAllowed contains:

100,101,102,103,104,105

9. Click Save
10. Your user is now configured for access to the system

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Configure V1SmartMail for receiving emails

V1SmartMail allows an unlimited number of mailboxes to be polled for attachments and where found, extract them.

Now installed, it must be configured.

The following steps walk you through exactly what configuration is needed.

Assumptions:

• You must be logged on to the V1 Server where the Server installation has been performed
• The PIA installation is under C:\V1
• You have access to the mail server you intend to use and the capability to create / administrate mailboxes. Have the credentials to hand.
• As an example, your domain is mycompany.com. Change as appropriate.

Pre-Requisites

• invoices@mycompany.com

This is an external mailbox.

If your suppliers wish to send you PDF Invoices electronically, supply them with this email address.

Procedure

1. Using File Explorer, navigate to C:\V1\Utils
2. Right click and run as administrator the start_services_debug_smartmail.bat (this starts the V1 Smart Mail service in debug mode).

NOTE: V1 Smart Mail can only be configured in debug mode to prevent erroneous usage

3. Open your Web Browser of choice and navigate to http://localhost:8444, this is the configuration screen

General Configuration

4. Set log mode to console and file
5. Set Log Level to log errors only
6. Set Store log file Audit to yes
7. Set Purge log files older the # days to 30
8. Using File Explorer, ensure the path to cscript.exe is correct
9. Set cycle mailBoxes to run continuously
10. Set poll time in seconds to be no lower than 30, 60 seconds or higher is advised

Add your mail server

11. Click the Add new Server icon to add a new server. Enter your intended mail server configuration, give it a meaningful name as it will be used to identify it.
12. Click the Add new Mailbox icon to a new mail box
13. Add an identifier of PIA
14. Ensure the Server ID is the same as the one configured
15. Enter an email address of invoices@mycompany.com
16. Enter the password to access this mailbox
17. Click the box Enabled
18. In the first dropdown, select EXTRACT as the action
19. Where prompted for File extensions, enter PDF
20. Supply an Attachment path of C:\V1\SMARTMAILS\PIA\PDFS
21. In the dropdown below, select SAVEMSG
22. Supply a Save Message path of C:\V1\SMARTMAILS\PIA\EMAILS
23. Tick the middle two options, leave the first and last un-ticked
24. In the dropdown below, select DELMSG
25. Click OK
26. Click Save configuration at the bottom of the screen.
27. Close your browser
28. Go back to the CMD window you launched to start V1 SmartMail in debug mode, close the window
29. Open services.msc and start V1 SmartMail service.