mscrm-addons.com - Blog

News.mscrm-addons.com Blog

rss

Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


How to start a service in DocumentsCorePack ServerBased (on premise)?

In order to run a workflow- or dialog-process, it is necessary to set up a new DocumentsCorePack (DCP) service to start the document generation process. This article outlines how to start a service in DocumentsCorePack ServerBased (DCP SB).

Step-by-step instructions on how to start a service in DocumetsCorePack ServerBased

1) Open the Service Management for DocumentsCorePack in the Windows Start menu with a double-click on Service Management – DocumentsCorePack for MS CRM.
Look for ServiceManagement in the Start-menu
Figure 1: Look for ServiceManagement in the Start-menu 

2) Once opened, create a new service. To do so, click on New service setup. In the General-tab on the right side, insert a ServiceName and click on the [Verify]-button.  
Please note: Once set, the ServiceName cannot be changed anymore! Click on the [Save service configuration]-button in order to proceed. 
Insert a service name in the General-tab
Figure 2: Insert a service name in the General-tab

As soon as you have generated a ServiceName (see for example Figure 3: crmtest), a few more tabs to modify your newly created service appear. Depending on which service you would like to start, you can modify your service. Please find an example of how to modify a printing service here.
Example of service setup
Figure 3: Example of service setup

3) Now switch to the CRM Connection Setup-tab, select your CRM type, type in the CRM Server-URL and click on the [Retrieve all Organizations]-tab. Select the appropriate organization and click on the [OK]-button.
CRM Connection Setup dialog filled (example)
Figure 4: CRM Connection Setup dialog filled (example) 

4) The following window appears. Click on the [OK]-button to confirm your setup.

 Confirm your setupFigure 5: Confirm your setup

Should the following box appear, simply click on the [OK]-button.
Possible issue with CRM connectionFigure 6: Possible issue with CRM connection

5) Finally, click on the [Start Service]-button. The service can now be found in the Active Services section of the DocumentsCorePack Service overview.
Start the service
Figure 7: Start the service

Should you be using Microsoft Dynamics 365 ONLINE and an on-premise installation of the addon (on-prem service), please add the following settingskey to the DocumentsCorePack settings in CRM:

Name*: AzureServiceName
Is cached*: No
Value: none

If you haven't created a settingskey yet, please have a look at this blog article.

ATTENTION: DocumentsCorePack cannot be started via the service management penal. 


That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.




Comments are closed.