News.mscrm-addons.com BlogHello 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! https://www.mscrm-addons.com/BlogAttachmentExtractor move email bodyhttps://www.mscrm-addons.com/Blog/PostId/10209/attachmentextractor-move-email-bodyAttachmentExtractor (AE),AE 365Tue, 30 Apr 2019 14:31:48 GMT<p><span style="font-size: 16px; color: #ff0000;"><strong>NOTE! This feature is still considered BETA and is used at own risk! </strong></span></p> <p><strong>Overview</strong> </p> <p>Starting with AE version 2017.26, AE is offering a new feature, allowing you to remove the email body text from within CRM and replace it with a text-only and line break conserving representation of the former email body. The complete email body content is moved to an azure blob storage and streamed into CRM on accessing the email.</p> <p>CRM Timeline and CRM Activity overview will per default only show the shortened text to allow for more information in less space.&nbsp; </p> <p><strong>Why?</strong></p> <p> Emails are often consisting of mostly HTML formatting information. Inlcuding header, footer and maybe an embedded company logo, the content of an EMPTY email can be up to 30 kilobytes in size. In most companies, an email conversation usually consists of several replies and each reply will replicate the full HTML content of the previous emails, adding those 30 kilobytes AGAIN on every answer you write and possibly the same sized formatting information from the recipient of the email. </p> <p>Asuming the above, a conversation, that contains an email being answered 4 times is generating a total overhead of 550kb. Still not much, but it adds up.</p> <p>If you have 100.000 emails in your system and only half of them would be part of a conversation as sketched above, those emails add up to 10.000 conversations at 5 emails, occupying up to 5 Gb of space in the ActivityPointerBase table without containing any information yet. Also the actual email text is being replicated in each answer, growing the size even further. Not to mention that nearly all of the one-direction emails will contain a certain amount of HTML information on their own.</p> <p>Remember, as of Q2 2019, the maximum table size of the WHOLE CRM database (excluding attachments) is 10 GB without additional cost. </p> <p><strong>How?</strong></p> <p> </p> <p>AttachmentExtractor is inspecting each email in CRM and looks for known seperators of emails. If any is found, the email is cut and then all HTML tags except linebreaks are removed from the email body. The original body is stored in an AzureBlobStorage and the plaintext representation of the email body is left in CRM. When you are opening an email, a plugin will retrieve the unchanged emailbody from the AzureBlobStorage and replace the stripped down version with the full content.</p> <p><strong>What is not&nbsp; supported?</strong></p> <p>AttachmentExtractor preserves both, the original modified by and modified on, therefore not all emails might be processed.</p> <ul> <li>The email must habe a valid state/status combination<br /> (e.g. you cannot have a completed (state) draft (status) email, as CRM does not support this combination<br /> NOTE! As email state/status code pairs can be customized, AttachmentExtractor will only process emails, where those are still defined in CRM! </li> <li>All activityparties of the email (from, to, cc, bcc) must be resolved to an existing entity in CRM</li> <li>All activityparties of the email (from, to, cc, bcc) must have the "allow email" property set to allow.</li> <li>Alternative email body storage options are NOT supported (due to accesstime) (Only AzureBlobStorage)</li> </ul> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p>10209AttachmentExtractor plugin file access behavior https://www.mscrm-addons.com/Blog/PostId/10201/attachmentextractor-plugin-file-access-behaviorAttachmentExtractor (AE),AE 365Tue, 02 Apr 2019 14:47:12 GMT<p>This blog article outlines the AttachmentExtractor plugin file access behavior if your service stops running. Please consider the following information:&nbsp;</p> <p>The plugins are license independent and will&nbsp;work regardless of the service's license state.&nbsp;</p> <p><strong>SharePoint:</strong><br /> The plugin will always return a file as a .url&nbsp;link if it cannot access the stream.&nbsp;</p> <ul> <li>For<strong> Server2Server</strong> authentification the file access to stream the content&nbsp;of a file is requiring the service to run. The reason is that a new JWT token has to be created once every hour, which is not possible from within the plugin. <br /> <strong>Please notice:&nbsp;<span>You must switch to Office 365 to have access to your attachments after stopping a service.&nbsp;</span></strong>&nbsp;</li> </ul> <ul> <li>Using Online <strong>Office 365</strong> login is independent&nbsp;of the AttachmentExtractor service and will be able to access the file streams, as long as the credentials are valid.&nbsp;</li> </ul> <p>​​</p> <p><strong>AzureBlobStorage (ABS):</strong></p> <ul> <li><strong></strong>ABS is independent of the AttachmentExtractor service and will be able to access the file streams, as long as the SAS-Token is valid.&nbsp;</li> </ul> <p>​</p> <p><span style="font-size: 13px;"> <span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span><span style="background-color: #fcfcfc;"> </span></span></p> <p>&nbsp;</p> <p>&nbsp;</p>10201SharePoint Redirectinghttps://www.mscrm-addons.com/Blog/PostId/10196/sharepoint-redirectingAttachmentExtractor (AE),AE 365Wed, 20 Mar 2019 14:03:18 GMT<p>AttachmentExtractor v.2017.21 and newer support redirecting the SharePoint access to a different server.<br /> <br /> All Attachments moved to Sharepoint are saved as a link in Dynamics CRM. If you are moving to a new Sharepoint, AE can redirect the Sharepoint access for its AccessOnDemand-plugins to a different server.</p> <p>To enable this behavior, you need to manually create a setting for the AttachmentExtractor product as described here (<a href="https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365">Link</a><a></a><a name="Link"></a>)</p> <p><strong>Name: </strong>SharepointRedirects</p> <p><strong>Value</strong>: A pipe (|) separated pair of strings defining the original Sharepoint location and the replacement one.</p> <p>Example:&nbsp; https://old_sharepoint<strong>|</strong>https:/new_sharepoint</p> <p>&nbsp;If required, multiple redirects can be defined, separated by semicolons (;)</p> <p>Example:&nbsp; https://old_sharepoint/account<strong>|</strong>https:/new_sharepoint/account<strong>;</strong>https://old_sharepoint/contact<strong>|</strong>https:/new_sharepoint/other_contact</p> <p>​<strong>IMPORTANT:</strong></p> <ul> <li>This does NOT move the actual files on SharePoint, but only redirects the links saved in CRM, when using the retrieve plugins of AttachmentExtractor.</li> </ul> <ul> <li>Multiple redirects are evaluated in order of definition and will stop on the first match</li> </ul> <p>&nbsp;</p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong></span><span style="background-color: #fcfcfc;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span>​​</span></p> <p>&nbsp;</p> <p> <br /> <br /> </p>10196AttachmentExtractor Online Scheme https://www.mscrm-addons.com/Blog/PostId/10190/attachmentextractor-online-scheme*General*,AttachmentExtractor (AE),AE 365Wed, 30 Jan 2019 15:53:20 GMT<p style="text-align: justify;">This blog article outlines how the Cloud service structure for AttachmentExtractor works. AttachmentExtractor will retrieve documents from Dynamics 365 instance, move it to an alternative storage location and deliver it back to Dynamics 365 upon user request.</p> <p style="text-align: justify;">As you can see the figure below shows the Data Flow of AttachmentExtractor in the Cloud:&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Data flow of AttachmentExtractor in the Cloud " href="/Portals/0/Blog/AE_Online_Scheme/Figure_AE.png"> <img alt="Data flow of AttachmentExtractor in the Cloud " class="img-responsive" src="/Portals/0/Blog/AE_Online_Scheme/Figure_AE.png" width="642" height="269" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure: Data flow of AttachmentExtractor in the Cloud</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><strong><span style="color: #0077b3;">Setup:</span><br /> </strong></em><em>The AttachmentExtractor Service is hosted in our Azure account and placed in the same datacenter the Dynamics 365 environment is hosted to ensure high performance.&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <p style="text-align: justify;"><strong><span style="color: #0077b3;">Data flow:</span>&nbsp;</strong></p> <ul> <li style="text-align: justify;">Document Extraction: Based on configuration, the AttachmentExtractor-service checks for new documents in notes or e-mail attachments every X seconds and moves them to the alternative storage (SharePoint or Azure Blob Storage). At the same time, a 2nd query starts working towards historic entries.&nbsp;</li> <li style="text-align: justify;">If an attachment is found, the service moves the file to the corresponding storage location and replaces the reference inside Dynamics 365. <br /> <strong><span style="color: #7f7f7f;">Please note:</span> </strong>For users access inside Dynamics&nbsp; 365 is unchanged. <br /> ​</li> </ul> <p style="text-align: justify;"><strong><span style="color: #0077b3;">Data flow on Retrieval:</span></strong><br /> Please have a look at the corresponding <a href="https://www.mscrm-addons.com/Blog/PostId/10097/the-new-attachment-extractor-plugin-for-transparent-attachment-access" target="“_blank“" style="background-color: #ffffff;">blog article</a>.&nbsp;</p> <p style="text-align: justify;"><strong><span style="color: #0077b3;">Security:</span></strong><br /> All communication between the Dynamics 365 organization and the AttachmentExtractor service is done using the Dynamics 365 web-services and thus is secured communication using https and authenticated likewise to Dynamics 365 itself supporting Server2Server authentification (which prevents you from providing user&nbsp;credentials to us) or access via Office 365 credentials. Documents never get stored on the Service engine.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><span><strong><span style="color: #0077b3;">IMPORTANT:</span></strong>&nbsp;<br /> </span>Customers with security concerns regarding our document generation services are eligible to install AE either on their&nbsp;own Azure VM or on local hardware. Please note that for performance reasons an installation in the VM is recommended.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">For Dynamics 365 Online customers the document generation service will be hosted in our Azure account. To ensure high performance it will be located in the same datacenter the Dynamics 365-instance itself is located. The installation can be done directly from our website&nbsp;<a href="http://www.mscrm-addons.com/Home">http://www.mscrm-addons.com</a>.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">​</p> <p style="text-align: justify;"><span style="font-size: 13px;">​<span style="background-color: #fcfcfc; text-align: justify;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p>10190Upgrade to Dynamics 365 Online Version 9.0.2.751 & higherhttps://www.mscrm-addons.com/Blog/PostId/10140/upgrade-to-dynamics-365-online-version-902751*General*,ActivityTools (AT),AT 365,AttachmentExtractor (AE),AE 365,PowerSearch (PS),PS 365,SmartBar (SB),SB 365Tue, 17 Jul 2018 13:27:03 GMT<p>&nbsp;If your&nbsp;Dynamics 365 Online will be upgraded to the <strong>version 9.0.2.751</strong>, you will have to switch to the latest versions of ActivityTools, AttachmentExtractor, PowerSearch <g class="gr_ gr_34 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="34" data-gr-id="34">and</g> SmartBar.&nbsp;</p> <p>After the upgrade, you will face the problem, that ActivityTools, AttachmentExtractor, PowerSearch <g class="gr_ gr_27 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="27" data-gr-id="27">and</g> SmartBar are no longer loading, nothing is displayed and the license indicator remains blank.&nbsp;</p> <p>To avoid this problem, please upgrade our solutions to the versions below. More details about how to find the <strong>version number for each <g class="gr_ gr_28 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling" id="28" data-gr-id="28">mscrm</g>-addons products</strong> can be found <a href="http://www.mscrm-addons.com/Blog/PostId/10020/mscrm-addons-for-microsoft-dynamics-365-version-number-guide" target="_blank">here</a>.&nbsp;&nbsp;</p> <ul> <li>ActivityTools: version&nbsp;2017.21</li> <li>AttachmentExtractor:<br /> <span style="white-space: pre;"> </span>General version to 2018.37<br /> <span style="white-space: pre;"> </span>AttachmentExtractorCore Version to 2017.13 - <a href="http://www.mscrm-addons.com/Portals/0/MSDynamics365/AE/AttachmentExtractorCore.zip?ver=2018-07-24-125653-977">Download here</a><br /> <span style="white-space: pre;"> </span><strong>Please notice:</strong> If it still does not work - Disable all plugins starting with PTM.AE.Storage.&nbsp;</li> </ul> <ul> <li>PowerSearch: version 2017.14</li> <li>SmartBar: version 2017.8<br /> ​</li> </ul> <p>All versions can be found in our <a href="http://www.mscrm-addons.com/Downloads" target="_blank">Download Center</a>.</p> <p>Please note that the zip files contain an installer executable and a subfolder containing the solutions only. If you do not have a local Installation, please update the solutions in your Dynamics 365 manually. You only need to update the solutions, that are already present in your system.</p> <p>The mscrmaddons.com general solution only needs to be updated once per organization.</p> <p>​</p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!&nbsp;</strong></span><span style="background-color: #fcfcfc;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span></span> </p> <p>&nbsp;</p> <p>​</p> <p>​​</p> <p>&nbsp;</p>10140The new Attachment Extractor Plugin for transparent attachment accesshttps://www.mscrm-addons.com/Blog/PostId/10097/the-new-attachment-extractor-plugin-for-transparent-attachment-access*Features / News*,AttachmentExtractor (AE),AE 365Tue, 12 Jun 2018 11:31:19 GMT<p>AttachmentExtractor now features a new Plugin which streams the actual attachments instead of the SharePoint link on every file access.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="CRM Default " href="/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure1_CRM_Default.png"><img alt="CRM Default" height="207" class="img-responsive" src="/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure1_CRM_Default.png" width="374,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: CRM Default<br /> <br /> <br /> </em></div> </div> <p>With older AttachmentExtractor versions, the attachment was moved to SharePoint and replaced with a link in CRM. When users or programs tried to access the attachments, they were only able to get a link file that pointed to the same new save location.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Older version of CRM and AttachmentExtractor " href="/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure2_CRM_AE_older_version.png"><img alt="Older version of CRM and AttachmentExtractor" height="147" class="img-responsive" src="/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure2_CRM_AE_older_version.png" width="405" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Older versions of CRM and AttachmentExtractor</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>With the new versions of AttachmentExtractor, the actual file is returned on file access, without&nbsp;having to save the file back to CRM. This means that end users and programs experience the file access as if the attachment was never extracted, while CRM database itself is still compact.&nbsp;</em></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><a title="igure 3: New versions 2017.8 onwards of CRM and AttachmentExtractor" href="http://www.mscrm-addons.com/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure3_new_versions.png"><img alt="igure 3: New versions 2017.8 onwards of CRM and AttachmentExtractor" height="147" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/The_new_AE_Plugin_for_transparent_attachment_access/Figure3_new_versions.png" width="405" /></a></em></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: New versions 2017.8 onwards of CRM and AttachmentExtractor</em></div> <p><span style="font-size: 13px;"><br /> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="font-size: 13px;"> <span style="background-color: #fcfcfc; text-align: justify; color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span><br /> </em></p> </div>10097Licensing Guide for Microsoft Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10090/licensing-guide-for-microsoft-dynamics-365*General*,ActivityTools (AT),AT 365,AttachmentExtractor (AE),AE 365,DocumentsCorePack (DCP),DCP 365,GroupCalendar (GC),GC 365,PowerSearch (PS),PS 365,SmartBar (SB),SB 365,TelephoneIntegration (TI),TI 365Tue, 29 May 2018 16:59:03 GMT<p style="text-align: justify;">This blog article is intended to guide you through the usage of the License Manager for Dynamics 365. The License Manager allows you to manage your existing licenses and is part of the MSCRM-ADDONS installation.</p> <p style="margin-bottom: 10pt; text-align: justify;">There are two ways to get the License information:</p> <p style="text-align: justify;"><span>1) T</span><span>he Web License Manager<br /> </span>&nbsp; &nbsp; The web license manager has been designed to facilitate the installation of license keys within Dynamics 365.</p> <p style="text-align: justify;"><span>2)&nbsp;</span><span>The Local License Manager<br /> </span>&nbsp; &nbsp;The local license manager is accessible as a standalone application or from the main configuration tool of&nbsp;<g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace" id="129" data-gr-id="129">the</g><br /> <g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Style multiReplace" id="129" data-gr-id="129">&nbsp; &nbsp; addon</g>.&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px;"><strong><br /> </strong></span></p> <p style="text-align: center;"><span style="font-size: 24px; color: #0077b3;"><strong><span style="font-size: 24px;">1. The Web License Manager</span></strong></span></p> <p style="text-align: justify;">Open your Dynamics 365 Settings, navigate to MSCRM-ADDONS-section and click on the addon you want to manage the license for e. g. ActivityTools.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Dynamics 365 Settings – MSCRM-ADDONS-section " href="/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure1_mscrm_section.png"> <img alt="Dynamics 365 Settings – MSCRM-ADDONS-section" width="686" height="178,5" class="img-responsive" src="/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure1_mscrm_section.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Dynamics 365 Settings &ndash; MSCRM-ADDONS-section</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">The main configuration window provides you with a few tabs that allow you to configure your addon in general, in this example ActivityTools. Please navigate to the Licensing-tab (highlighted in yellow below).&nbsp;</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Licensing - ActivityTools" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure2_Licensing_tab.png"><img alt="Licensing - ActivityTools" width="408" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure2_Licensing_tab.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Licensing - ActivityTools</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">In the so opened ActivityTools Web License Manager, you are provided with all information regarding your license.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Licensing window - ActivityTools " href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure3_AT_Licensing_window.png"><img alt="Licensing window - ActivityTools" width="455,5" height="370" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure3_AT_Licensing_window.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 3: Licensing window - ActivityTools</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="color: #0077b3;"><strong><span style="font-size: 16px;">Product information&nbsp;</span></strong></span><br /> Provides you with the current version number of your selected addon, in this case, ActivityTools.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❷</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">Current system information</span></strong><br /> Summary of your current license state. The red background indicates an issue with your license. In this example, your license has expired. For more information to possible license state, have a look at the corresponding&nbsp;<a href="http://www.mscrm-addons.com/Portals/0/Licensing_Guide_February2018.pdf?ver=2018-03-30-102054-620">Licensing Guide</a> documentation.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❸</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">License status</span></strong><br /> Provides you with a deeper insight into your license status.&nbsp; In this case, it is invalid because the license has expired.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❹&nbsp;</span><strong><span style="font-size: 16px; color: #0077b3;">General license information</span></strong><br /> Displays details about the expiration date, version <g class="gr_ gr_137 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="137" data-gr-id="137">and</g> user count.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❺</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">Install license</span></strong><br /> Please click the<strong> [Install license]</strong>-button to install a new license.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #0077b3;"><strong><span style="font-size: 16px;">How to install a license</span></strong></span><br /> By clicking the [Install license]-button, you are provided with the Install license dialog (Figure 4). Follow the instructions carefully and insert your license key, which can be found in the email you have received from our support team.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Install license window " href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure4_Install_license_window.png"><img alt="Install license window" width="439,5" height="358,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure4_Install_license_window.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 4: Install license window</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">There are two different kinds of licenses&nbsp; - the paid license and the subscription license. Depending on which license you choose, please follow the instructions. More information about the different licenses can be found in the&nbsp;<a href="http://www.mscrm-addons.com/Portals/0/Licensing_Guide_February2018.pdf?ver=2018-03-30-102054-620" style="background-color: #ffffff;">Licensing Guide</a><span>&nbsp;documentation in the corresponding chapter.</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span><br /> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: center;"><span style="font-size: 24px; color: #0077b3;"><strong>&nbsp;<span style="font-size: 24px;">The Local License Manager&nbsp;</span></strong></span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span>&nbsp;The local license manager is accessible as a standalone application or from the main configuration tool of&nbsp;the addon. There are two ways to open the License Manager:&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">1) Search for "License Manager - Dynamics 365" in the start pane and press <strong>[Enter]</strong> to start the program.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Start Pane – Search for License Manager" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure5_start_pane.png"><img alt="Start Pane – Search for License Manager" width="300,5" height="182,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure5_start_pane.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 5:&nbsp;<span>Start Pane &ndash; Search for License Manager</span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">OR</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">2) Open the Organization overview, select an organization and click on License Manager (highlighted in yellow).</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Organization overview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure6_Organization_overview.png"><img alt="Organization overview" width="544,5" height="276,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure6_Organization_overview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 6: Organization overview&nbsp;</div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp; &nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;">Anyway, after the starting process, the window (see screenshot below) pops up:&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="License Manager Overview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure7_LM_Overview.png"><img alt="License Manager Overview" width="470,5" height="348" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure7_LM_Overview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 7: License Manager Overview<br /> <span style="color: #0077b3;"><br /> </span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #0077b3;"><span style="font-size: 24px; color: #0077b3;">❶</span><span style="font-size: 16px;">&nbsp;</span></span><span style="color: #0077b3;"><strong><span style="font-size: 16px;">Installed products</span></strong></span><br /> <span>This list provides you with an overview of all the MSCRM-<g class="gr_ gr_138 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="138" data-gr-id="138">ADDONS</g> products you have installed. Select a product to get the license details on the right side. In this case for ActivityTools.&nbsp;A green check, next to an add-on icon, means that its license is valid. A cross symbolizes an invalid license.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❷</span><span style="font-size: 16px;">&nbsp;<strong><span style="color: #0077b3;">Current system information</span></strong></span><br /> Summary of your current license state. The&nbsp;<span>green background indicates a valid license.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #4f81bd;"><span style="font-size: 24px; color: #0077b3;">❸</span><strong><span style="font-size: 16px;">&nbsp;</span><span style="color: #0077b3;"><span style="font-size: 16px;">General license information</span><br /> </span></strong></span>Displays details about the expiration date, version&nbsp;<g class="gr_ gr_143 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="143" data-gr-id="143">and</g>&nbsp;user count.&nbsp;&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: left;"><span style="font-size: 24px; color: #0077b3;">❹</span>&nbsp;<span style="color: #0077b3;"><strong><span style="font-size: 16px;">License status</span></strong></span><br /> <span>Provides you with a deeper insight into your license status.&nbsp;&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #4f81bd;"><span style="font-size: 24px; color: #0077b3;"><g class="gr_ gr_145 gr-alert gr_tiny gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" id="145" data-gr-id="145">❺</g>&nbsp;</span><strong><span style="font-size: 16px; color: #0077b3;">Select license file</span></strong></span><br /> <span>On click, a file dialog will open which allows you selecting a license file.&nbsp;</span><span style="text-align: justify;">After selecting a file, the License Manager will analyze the license and show its information in a new dialog, like you can see below. To finish the installation, click on the </span><strong style="text-align: justify;">[Install this]</strong><span style="text-align: justify;">-button.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="License preview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure8_License_preview.png" style="background-color: #ffffff; text-align: justify;"><img alt="License preview" width="318" height="327,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure8_License_preview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 8: License preview</div> <p><strong style="color: #0077b3; font-size: 2.2em; letter-spacing: -1px; text-align: justify;"><span style="font-size: 16px;">&nbsp;<br /> </span></strong><strong style="color: #0077b3; font-size: 2.2em; letter-spacing: -1px; text-align: justify;"><span style="font-size: 16px;">Upgrading your license</span></strong></p> <p style="text-align: justify;">To update or upgrade your license, you have two options:</p> <p style="text-align: justify;">1) <strong>Purchase a new license</strong> <strong>or an upgrade license</strong> directly in our online shop:<br /> <a href="http://www.mscrm-addons.com/OnlineShop/tabid/80/language/de-DE/Default.aspx" style="background-color: #ffffff;">http://www.mscrm-addons.com/OnlineShop/tabid/80/language/de-DE/Default.aspx</a></p> <p style="text-align: justify;">OR</p> <p style="text-align: justify;">2) <strong>Contact our support</strong>&nbsp;</p> <p style="text-align: justify;">​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="font-size: 13px;"><span style="color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <div>&nbsp;</div> <br /> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p>10090SharePoint path limitation avoidance for AttachmentExtractorhttps://www.mscrm-addons.com/Blog/PostId/10049/sharepoint-path-limitation-avoidance-for-attachmentextractorAttachmentExtractor (AE),AE 2015 / 2016,AE 365Wed, 28 Mar 2018 14:03:14 GMT<p><span style="background-color: #fcfcfc;">SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414.&nbsp;This article outlines how to avoid this error.&nbsp;</span></p> <p><span style="color: #ff0000;"><strong><span style="color: #4f81bd;">Minimum requirements:</span></strong> <span style="color: #777777;">AttachmentExtractor v.124 or higher&nbsp;</span></span></p> <p><span style="background-color: #fcfcfc; color: #777777;">&nbsp;mscrm-addons products offer several default ways to shorten SharePoint paths:</span></p> <p><span style="background-color: #fcfcfc; color: #777777;">1) We provide you with a</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>default shortening to a maximum of 30 characters + GUID for each folder name</strong></span><span style="background-color: #fcfcfc; color: #777777;">.</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">2) We provide you with a&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>default shortening to a maximum of 128 characters for each file name</strong></span><span style="background-color: #fcfcfc; color: #777777;">.&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">3) ShortIDs: We create a</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;"><strong>6-characters ID alternatively to the well-known 36 GUIDs</strong></span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">of Microsoft Dynamics 365.</span><span class="apple-converted-space" style="background-color: #fcfcfc; color: #777777;">&nbsp;&nbsp;<br /> </span><span style="background-color: #fcfcfc; color: #777777;">4) Use an alternative field for the generation of paths (e.g. instead of account name we can use a unique account number field).</span></p> <p><span style="background-color: #fcfcfc; color: #4f81bd;"><strong>Please note:</strong>&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;"><strong><span style="color: #4f81bd;">How to activate a ShortID for AttachmentExtractor</span></strong></span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">1) First, you must activate ShortID for AttachmentExtractor. To do so, please follow the below path in order to get to the ShortID settings.&nbsp;<br /> <br /> <span style="color: #ff0000;"><span style="color: #4f81bd;"><strong>Please note:</strong></span>&nbsp; <span style="color: #777777;">You must replace <strong>[YourServiceName] </strong>with your individual service name:&nbsp;</span></span><br /> &nbsp;</p> <p style="background-color: #fcfcfc;">HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\[YourServiceName]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">2) Next, set UseShortID to true.</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">3) To define the cutting, you will have to create a new <g class="gr_ gr_54 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="54" data-gr-id="54">settingskey</g>. If you have not created a <g class="gr_ gr_55 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="55" data-gr-id="55">settingskey</g> yet, please have a look at&nbsp;<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9754%2fhow-to-create-a-settingskey-manually-in-ms-dynamics-crm-2013-crm-2015&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>.&nbsp;<br /> <br /> </p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">Depending on which item you would like to customize, please enter the following settings:&nbsp;<br /> <br /> For the <strong>maximum SharePoint folder name length</strong>:&nbsp;<br /> SPMaxFolderLength: [number of characters that should remain]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>maximum SharePoint file name length</strong>:<br /> SPMaxFileLength: [number of characters that should remain]</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>minimum SharePoint file name length</strong>:</p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">SPMinFileLength: [minimum number of characters that should remain]<br /> <br /> <span style="color: #777777;"><strong><span style="color: #4f81bd;">Please note: </span></strong>The file extension is never cut!&nbsp;</span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">&nbsp;&nbsp;</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For the <strong>SharePoint folder name attribute</strong>:</p> <p style="background-color: #fcfcfc; margin: 0cm 0cm 0.0001pt;">SPFolderNameAttribute: enittyschemaname;attributename|</p> <p><span style="background-color: #fcfcfc; color: #000000;"><br /> </span></p> <p><span style="color: #000000;"> </span></p> <p style="background: #fcfcfc; margin: 0cm 0cm 0.0001pt;">For further information on how to correct SharePoint paths exceeding the limitations, please have a look at<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10012%2fhow-to-change-the-sharepoint-path-logic-advanced&amp;tabid=165&amp;portalid=0&amp;mid=2185">&nbsp;this blog article</a>.&nbsp;<br /> <br /> </p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><strong>That's it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!</span></p> <div>&nbsp;</div>10049Delete files on SharePoint, when the owning attachment in CRM is deletedhttps://www.mscrm-addons.com/Blog/PostId/10047/cascading-deletion-of-attachments-in-crm-to-sharepointAttachmentExtractor (AE),AE 365Thu, 02 Nov 2017 13:49:09 GMT<p>Following the european unions GDPR requirements, AttachmentExtractor version 2017.5 and later are introducing a new plugin/workflow tracing note and email deletion, allowing for removal of the files moved to sharepoint with AttachmentExtractor, when the note or email containting the link file in CRM is being deleted.</p> <p>&nbsp;Please note, that the deletion tracking is disabled per default.</p> <p>How to enable the deletion of Sharepoint items:</p> <p>&nbsp;Download and import AttachmentExtractorCore solution version 2017.5 or later (<span>&nbsp;</span><a href="http://www.mscrm-addons.com/Portals/0/Blog/cascading-deletion-of-attachments-in-crm-to-sharepoint/AttachmentExtractorCore.zip?ver=2017-11-02-094120-000" style="background-color: #ffffff;">Download AttachmentExtractorCore 2017.5</a>)</p> <p>Create two settings as described in this article :&nbsp;<a href="http://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365">Link</a></p> <p>&nbsp;</p> <p>"EnableCascadeDelete" </p> <p>A value of "true" enables the plugin/workflow in general.</p> <p><span>A value of "false" will not remove any file on sharepoint.</span>​</p> <p><span>&nbsp;&nbsp;</span>​</p> <p><span>"T</span>hrowOnCascadeDeleteFailure"&nbsp;</p> <p>Value of "true" means, that you will not be able to delete the item in CRM, if the plugin fails to remove the linked file(s) on Sharepoint</p> <p><span>Value of "false" means, that the item in CRM will be deleted, regardless if the plugin fails to remove the linked file(s) on Sharepoint</span>​.&nbsp;</p> <p>​&nbsp;</p> <p>&nbsp;</p> <p>​</p> <p>&nbsp;​</p>10047How to upgrade your AttachmentExtractor Online Service license?https://www.mscrm-addons.com/Blog/PostId/10027/how-to-upgrade-your-attachmentextractor-online-service-licenseAttachmentExtractor (AE),AE 2015 / 2016,AE 365Wed, 12 Jul 2017 12:30:14 GMT<p><span style="background-color: #fcfcfc;">Our AttachmentExtractor&nbsp;(AE) Online Service Configuration allows users to configure AE&nbsp;easily online. For further information on how to configure AE&nbsp;Online, please have a look at our&nbsp;<a href="https://youtu.be/EB_KtvHMet8">AE</a><a href="https://youtu.be/EB_KtvHMet8">&nbsp;Online Configuration</a></span><a href="https://youtu.be/J-9RXqlSx04" style="background-color: #fcfcfc;">&nbsp;</a><span style="background-color: #fcfcfc;">video.&nbsp;</span>&nbsp;</p> <p>The minute your AttachmentExtractor (AE) license is invalid, it is recommended to check your license status and to react properly. This article outlines</p> <ul> <li>how to view the license state of your service and</li> <li>how to upgrade your license online.</li> </ul> <p>&nbsp;</p> <p><span><strong>A) How to view the license state of your AttachmentExtractor Online Service?</strong></span></p> <p><span>&nbsp;&nbsp;1) Go to our website<a href="http://www.mscrm-addons.com/LoginPage?returnurl=%2fHome"> </a><a href="http://www.mscrm-addons.com/LoginPage">www.mscrm-addons.com</a> and enter your credentials.&nbsp;</span></p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><span><a title="Figure 1: Login to mscrm-addons.com" href="/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure1_LoginPage.png"><img alt="Login to mscrm-addons.com" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure1_LoginPage.png" width="400" height="261" /></a></span></div> <span> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;">Figure 1: Login to mscrm-addons.com</div> </span> <p>&nbsp;</p> <p style="background-color: #fcfcfc;">&nbsp;</p> <p style="background-color: #fcfcfc;">2) Once registered, click on the<strong>&nbsp;<span>[My Account]</span></strong>-button in the right upper corner.&nbsp;&nbsp;</p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><span><a title="Figure 2: Open your account" href="/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure2_MyAccount.png"><img alt="Open your account" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure2_MyAccount.png" width="420" height="40" /></a>Figure 2: Open your account&nbsp;</span></div> <span> </span> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;">3) Now click on <g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="129" data-gr-id="129">the&nbsp;my</g> cloud services-section in order to get an overview on your subscriptions.</p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><span><a title="Figure 3: My Cloud Services" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/2_My_Cloud_Service.png"><img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/2_My_Cloud_Service_thumb.png" /></a>Figure 3: My Cloud Services&nbsp;</span></div> <span> </span> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;">4) You are redirected to the window below, where you can select between DocumentsCorePack and AttachmentExtractor. After choosing AttachmentExtractor, please mark your service and click on the&nbsp;<span><strong>[View and Install License]</strong></span>-button.</p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><span><a title="Figure 4: DCP Online Configuration" href="/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure3_View_license.png"><img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure3_View_license.png" width="658" height="385" /></a>Figure 4: AttachmentExtractor Online Configuration</span></div> <span> </span> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;">&nbsp;<span style="background-color: #fcfcfc;">5) The license information window appears. A red cross always signalizes that a license is invalid. There are numerous reasons for an invalid license.&nbsp;</span></p> <p style="background-color: #fcfcfc;"><span style="background-color: #fcfcfc;">In this example, the reason why, is that the user owns <g class="gr_ gr_59 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Grammar multiReplace" id="59" data-gr-id="59">less</g> site licenses than he actually needs.&nbsp;</span>To overcome this issue, the user has to upgrade the license.</p> <p><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><span><a title="Figure 5: License information overview" href="/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure5_Licenseinfo.png"><img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure5_Licenseinfo.png" width="631" height="395" /></a>Figure 5: License information overview&nbsp;</span></div> <span> </span> <p>&nbsp;</p> <p style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;"><span><strong>B) How to upgrade an AE Online license?</strong></span></p> <p style="background-color: #fcfcfc;">1) Please log in to your account on our website and open the Account Overview. Next, click on the&nbsp;<span><strong>[Modify package size]</strong></span>-button.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><a title="Figure 6: Modify your package" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/5_Modify_package%20size.png"><img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/5_Modify_package%20size_thumb.png" /></a></div> <p style="background-color: #fcfcfc;">Figure 1: Modify your package&nbsp;</p> <p style="background-color: #fcfcfc;">​</p> <p style="background-color: #fcfcfc;">2) Now you are redirected to the UpgradeSubscription-section. Please click on the&nbsp;<span><strong>[Upgrade]</strong></span>-button in the right lower corner.&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="background-color: #fcfcfc;"><a title="Figure 2: Upgrade your license" href="/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure2_Upgrade_license.png.png"><img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_upgrade_your_AE_Online_Service_license/Figure2_Upgrade_license.png" width="450" height="250" /></a>Figure 2: Upgrade your license<br /> <br /> </div> <p>&nbsp;</p> <p style="background-color: #fcfcfc;"><span><strong>That&rsquo;s it!</strong></span>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>!</p> <p> </p> <div>&nbsp;</div> <p>&nbsp;</p>10027AttachmentExtractor Online Service Configurationhttps://www.mscrm-addons.com/Blog/PostId/10026/attachmentextractor-service-configurationAttachmentExtractor (AE),AE 2015 / 2016,AE 365Fri, 07 Jul 2017 14:50:36 GMT<p style="text-align: justify;">We have all been there. Working with Microsoft Dynamics 365 (CRM) is really great, but sometimes, the data storage costs go through the roof. And yes, saving data in Microsoft Dynamics 365 can be cost-intensive. Consequently, we solved this problem by creating AttachmentExtractor.<br /> <br /> This blog article outlines how easy it is to setup the AttachmentExtractor Online Service Configuration. Additionally please also find our video tutorial for AttachmentExtractor that shows how to start the AE Online Configuration, <a href="https://youtu.be/EB_KtvHMet8">here</a>.&nbsp;<br /> <br /> <strong>The main advantages of the AttachmentExtractor Online Service are:</strong><br /> - There is no need for a local server anymore.<br /> - All AttachmentExtractor features are available<br /> - The configuration is easy<br /> - The service is hosted and updated by our support team</p> <p style="text-align: justify;">Please follow the below step-by-step tutorial in order to start an AttachmentExtractor Online Service properly.</p> <p style="text-align: justify;"><strong>Step 1: Open the Online Configuration Service</strong></p> <p style="text-align: justify;">One possible way to start a new AttachmentExtractor Online Service Configuration is via our website <a href="http://www.mscrm-addons.com">www.mscrm-addons.com</a>. On our website, please navigate to Products, select AttachmentExtractor and then, click on the Configure Service button.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="Open the Online Configuration Service" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_8.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_thumb_8.png" width="244" height="85" /></a></div> <p style="text-align: justify;"><em>Figure 1: Open the Online Configuration Service</em><em> </em></p> <p style="text-align: justify;">Next, login or register to mscrm-addons.com.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="Login or register to mscrm-addons.com" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_7.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_thumb_7.png" width="244" height="100" /></a></div> <p style="text-align: justify;"> <em>Figure 2: Login or register to mscrm-addons.com<br /> </em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">The registration is quick and free. Once logged in, you will</p> <p style="text-align: justify;">- have access to all our free 14-days trial versions<br /> - be able to request full support on all trial versions<br /> - be allowed to purchase licenses<br /> - receive our newsletter<br /> - be able to upgrade free trial versions to licensed products<br /> <br /> <a href="http://www.mscrm-addons.com/language/en-US/My-Account?returnurl=%2Flanguage%2Fen-US%2FMy-Account">So &ndash; if you haven&rsquo;t registered yet &ndash; it&rsquo;s worth a try! </a></p> <p style="text-align: justify;"><strong>Step 2: The Online Configuration window</strong></p> <p style="text-align: justify;">Once you have logged in, you will be provided with the Online Configuration window.&nbsp;</p> <p style="text-align: justify;"><span style="color: #ff0000;">Please note:</span> If you have already configured a service, you get an overview of your hosted service(s)&nbsp;<span style="font-size: 24px; color: #4f81bd;">❶</span>.&nbsp;</p> <p style="text-align: justify;">&nbsp;If there is no service configured, &nbsp;you can setup a service with a click on the <strong>[Add]</strong>-button <span style="font-size: 24px; color: #4f81bd;">❷</span>.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Online Configuration window" href="/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure3_Online_Configuration_window.png"><img alt="Online Configuration window" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure3_Online_Configuration_window.png" width="685" height="217" /></a></div> <p style="text-align: justify;"><span>Figure 3: Online Configuration window</span></p> <p style="text-align: justify;"><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><strong>&nbsp;<span>Step 3: Setup a Service</span></strong></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span>Please click on the<strong> [Add]</strong>-button in order to add a new service. Next, click on the <strong>[Connection Profile]</strong>-button.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><strong><span> </span></strong></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><strong><span><a title="Create a new AE Service​" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure4_Connection_Profile.png"><img alt="Create a new AE Service​" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure4_Connection_Profile.png" width="593" height="371,5" /></a></span></strong></div> <p style="text-align: justify;"> <span>Figure 4: Create a new AE Service </span> </p> <p style="text-align: justify;">&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp;Next, the below window appears. Here, you may select:&nbsp;</div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="white-space: pre;"> </span>- your&nbsp;<span>Microsoft Dynamics 365 type &nbsp;<span style="font-size: 24px; color: #4f81bd;">❶</span>:&nbsp;</span>Server2Server, Office 365, Live ID or IFD (hosted) and&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="white-space: pre;"> </span>-&nbsp;type in your CRM URL&nbsp;<span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span>and your&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="white-space: pre;"> </span>-&nbsp;<span>user credentials&nbsp;<span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span></span>(in that case your username and your password).&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span>To finish the process, click on the&nbsp;</span><span><strong>[Retrieve Organizations]</strong></span><span>-button&nbsp;</span><span style="font-size: 24px; color: #4f81bd;">❹</span><span>.</span><span> </span>​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Create a CRM Connection Profile" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure5_Create_Connection_Profile.png"><img alt="Create a CRM Connection Profile" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure5_Create_Connection_Profile.png" width="668" height="189,5" /></a>Figure 5: Create a CRM Connection Profile</div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span>As soon as your organization appears in the Available Organizations section <span style="font-size: 24px; color: #4f81bd;">❶</span>, click on the <strong><em>[Verify Connection &amp; Save Profile]</em></strong>-button <span style="font-size: 24px; color: #4f81bd;">❷</span>.</span></p> <p style="text-align: justify;"><span><a title="Verify your connection and save your profile" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure6_Create_Connection_Profile2.png" style="background-color: #ffffff;"><img alt="Verify your connection and save your profile" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure6_Create_Connection_Profile2.png" width="570" height="352" /></a>Figure 6: Verify your connection and save your profile</span></p> <p style="text-align: justify;"><span> &nbsp;</span></p> <p style="text-align: justify;"><span>Now the following window appears. It is important that you do not close this window or navigate away.&nbsp;</span></p> <p style="text-align: justify;"><span><a title="Verify connectivity and permissions" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure7_Verify_connectivity_permissions.png" style="background-color: #ffffff; text-align: justify;"><img alt="Verify connectivity and permissions" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure7_Verify_connectivity_permissions.png" width="570" height="352" /></a><span style="text-align: justify;">Figure 7: Verify connectivity and permissions</span></span></p> <p style="text-align: justify;">You are now back on the same window as before. This window supports you creating a new service.</p> <p style="text-align: justify;"><a title="Create new AttachmentExtractor Online Service" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure8_Create_new_Service.png" style="background-color: #ffffff; text-align: justify;"><img alt="Create new AttachmentExtractor Online Service" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure8_Create_new_Service.png" width="700" height="420" /></a>Figure 8: Create new AttachmentExtractor Online Service</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❶ </span><span style="color: #4f81bd;">Service Name<br /> </span><span style="color: #7f7f7f;">Please enter your service name here. But choose wise, because the </span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; color: #ff0000;">name cannot be changed anymore</span><span style="color: #000000;">!&nbsp;</span>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</p> <p style="text-align: justify;"> <span style="color: #4f81bd;">AttachmentExtractor Instance<br /> </span>Please select on which instance the AttachmentExtractor Service should run. The instance with the highest bandwidth is automatically selected for you.&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❷ </span><span style="color: #4f81bd;">SharePoint Integration</span><br /> Please choose, if you would like to use the CRM integrated SharePoint or a specific SharePoint. If you want to use a specific SharePoint, you must enter a SharePoint path, which means you must enter a SharePoint URL that includes the library.</p> <p style="text-align: justify;"><span style="color: #548dd4;">Storage Option for Entities without Document Management enabled</span><br /> Entities without document management may be stored daily or weekly on a specific SP library. Else, you may decide which entities not to extract.&nbsp;<br /> <br /> <span style="color: #4f81bd;">SharePoint Credentials</span> <br /> Please insert the credentials of a SharePoint user with administrative access to your configured SharePoint here.</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❸ </span><span style="color: #4f81bd;">Extract<br /> <span style="color: #7f7f7f;">Using the drop-down menu of this option, allows you to decide what you would like to extract with AttachmentExtractor. Please select all options or only some of these options. The available options are:</span><span style="color: #7f7f7f;"><br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - Email Attachments<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - Note Attachments<br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - Email Body <br /> &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; - Note Body&nbsp;</span><br /> <br /> </span><span style="color: #000000;"><span style="color: #ff0000;">Please note:<span style="color: #7f7f7f;"> </span></span><span style="color: #7f7f7f;">This section also allows you to configure an <span style="color: #4f81bd;">email or note subfolder</span>, where your extracted emails or notes will be saved.&nbsp;</span><br /> </span> </p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❹ </span><span style="color: #4f81bd;">Data processing<br /> <span style="color: #7f7f7f;">Please</span></span><span style="color: #7f7f7f;"> specify if you only want to copy your attachments to SharePoint or if you want to extract them completely. Once extracted files will be replaced with a .url file which points to the extracted file on SharePoint. However, if you click on the <strong><em>[Extract &ndash; Replace data in CRM]</em></strong>-button, you will receive a warning. Please read it carefully, check the corresponding checkbox and select&nbsp;whether you want to copy or extract the files by clicking on the corresponding button.&nbsp; </span><span style="font-size: 24px; color: #4f81bd;"><br /> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="AttachmentExtractor Service Setup Warning" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_8_3.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_8_thumb_3.png" width="244" height="192" /></a></div> <p style="text-align: justify;"> <em>Figure 9: AttachmentExtractor Service Setup Warning<br /> </em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❺ </span><span style="color: #4f81bd;">Minimum Attachment Size Filter</span> <br /> Please insert the minimum size a file should have in order to be extracted by your AttachmentExtractor Service here.</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❻ </span><span style="color: #4f81bd;">Only extract attachments older than</span><span style="font-size: 24px; color: #4f81bd;"><br /> </span>If you only want to extract attachments older than a certain amount of time, you can specify this here.</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❼ </span><span style="color: #4f81bd;">Show Advanced Options<br /> </span>A click on this button expands some options for the advanced configuration.<span style="color: #4f81bd;"><br /> <br /> </span><span style="color: #000000;"><span style="color: #ff0000;">Please note:</span> <span style="color: #7f7f7f;">If you feel that the configuration so far satisfies your needs, you can save your service now with a click on the <strong><em>[Save Service]</em></strong>-button in the right lower corner and proceed with Step 6. But of course, the service can as well be configured on an advanced level, which can be done in the Advanced Configuration-section. This optional part of the configuration will be explained below. </span></span></p> <p style="text-align: justify;"><span style="color: #000000;"><span style="color: #7f7f7f;"></span><br /> </span></p> <p style="text-align: justify;"><strong>Step 4: Set the Advanced Options (optional)</strong></p> <p style="text-align: justify;">With a click on the <strong><em>[Show Advanced Options]</em></strong>-button, the settings of your new service can be refined.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="Advanced Configuration Options" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure10_Advanced_AE_Options.png"> <img alt="Advanced Configuration Options" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure10_Advanced_AE_Options.png" width="594" height="200" /></a></div> <p style="text-align: justify;"> <em>Figure 10: Advanced Configuration Options</em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❶ </span><span style="color: #4f81bd;">Enable debugging<br /> </span><span style="color: #7f7f7f;">In case of any issues during the extraction, we would recommend you to enable debugging by selecting this option. The log files will be available for download as soon as the service is saved.&nbsp;</span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❷ </span><span style="color: #4f81bd;">Stop service on critical errors<br /> </span>If you select this option, the service will automatically stop if a critical error occurs. This option is activated by default.&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❸ </span><span style="color: #4f81bd;">Create SharePoint attributes<br /> <span style="color: #7f7f7f;">Enabling this option will create SharePoint attributes for transferred files. </span><br /> </span> </p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❹&nbsp;</span><span style="color: #4f81bd;">New folder per <br /> </span><span style="color: #7f7f7f;">Please select if new folders should be created on a weekly or a daily basis here. This option only applies to CRM Integrated SharePoint.&nbsp;<br /> </span> </p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❺ </span><span style="color: #4f81bd;">Blacklist or Whitelist</span><br /> <span>Please decide whether you would like to use a black- or a whitelist here. Entities on the blacklist will NOT be extracted, while entities on the whitelist will be extracted.<br /> <br /> </span><span style="font-size: 24px; color: #4f81bd;">❻&nbsp;</span><span style="color: #4f81bd;">Notify on service changes&nbsp;</span><br /> Select this option in order to get an eMail every time there is a service change.&nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❼&nbsp;</span><span style="color: #4f81bd;">Skip solution import<br /> </span><span style="color: #7f7f7f;">If you select this option, the setup will assume that you have already imported all solutions that are necessary for the creation of an AttachmentExtractor service. If any solution is missing, the&nbsp;</span><span style="color: #7f7f7f;">creation of the new service will fail.</span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❽&nbsp;</span><span style="color: #4f81bd;">Skip role assignment<br /> </span>If you select this option, you will either have to create a custom role covering the required rights or you will have to manually assign the security roles.<span style="color: #4f81bd;">&nbsp;</span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❾&nbsp;</span><span style="color: #4f81bd;">Server Version<br /> </span><span style="color: #7f7f7f;">This field informs you about the current AttachmentExtractor version on your instance.&nbsp;</span></p> <p style="text-align: justify;"> </p> <p style="text-align: justify;"><strong>Step 5: Save your service<br /> </strong>No matter how detailed you have configured your service, please click on the <strong><em>[Save Service]</em></strong>-button in the right lower corner in order to proceed.&nbsp;</p> <p style="text-align: justify;">Click on the <strong><em>[OK]</em></strong>-button in the window that appears now. <br /> <br /> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="AttachmentExtractor Service Setup" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_10.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_10_thumb.png" width="244" height="123" /></a></div> <p style="text-align: justify;"> <em>Figure 11: AttachmentExtractor Service Setup<br /> </em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="color: #ff0000;">Please note:</span> Do not close the following window or navigate away as long as the serivce is saved. Instead, have a break and enjoy some coffee or tea.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="Saving the service" href="//www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_11.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_11_thumb.png" width="244" height="141" /></a></div> <p style="text-align: justify;"> <em>Figure 12: Saving the service</em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><strong>Step 6: Service Configuration Completed</strong></p> <p style="text-align: justify;">As soon as the service configuration is completed, you will be informed about the next steps you can take. Click on the License Status-option in order to check your license status. Please read the instructions carefully and click on the <strong><em>[OK]</em></strong>-button in order to proceed.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title="Service Configuration Completed" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_12.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_12_thumb.png" width="244" height="177" /></a></div> <p style="text-align: justify;"> <em>Figure 13: Service Configuration Completed<br /> </em> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><strong>Step 7: Start your service</strong> </p> <p style="text-align: justify;">Congratulation! You have finished the configuration of your service. You are now redirected to the service configuration overview. Using the buttons at the end of the service overview, you can define which steps you would like to take next. Please find a brief description of the buttons below.</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp;</div> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Configuration buttons" href="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure14_AE_Configurtation_buttons.png"><img alt="Configuration buttons" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/AttachmentExtractor_Online_Service_Configuration/Figure14_AE_Configurtation_buttons.png" width="594" height="200" /></a></div> <p style="text-align: justify;"> <span>Figure 14: Configuration buttons</span> </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❶ </span><span style="color: #4f81bd;">The <strong><em>[Add service]</em></strong>-button<br /> </span><span style="color: #7f7f7f;">Simply click on the&nbsp;<strong><em><span>[Add]</span></em></strong>-button (+) in order to create a new AttachmentExtractor Service.&nbsp;</span></p> <p style="text-align: justify;"><span>Please click on the <strong><em>[Configure Service]</em></strong>-button (monkey wrench) in order to modify the DocumentsCorePack Service settings. A double click on the service you would like to modify has the same effect.&nbsp;</span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❷&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[View &amp; Install License]</em></strong>-button <br /> <span style="color: #7f7f7f;">Click this button in order to check your license state or to install a new license.</span></span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❸&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[View Service Logs]</em></strong>-button <br /> </span><span style="color: #7f7f7f;">A click on this button will provide you with an overview of the latest event log entries for your service. Double-click a certain row in order to see details.&nbsp; </span> </p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❹&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[View Version Info]</em></strong>-button</span><br /> Click this button in order to receive information on your CRM version and the AttachmentExtractor version.</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;"> ❺&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[Play Service]-</em></strong>button</span><span style="font-size: 24px; color: #4f81bd;"><br /> </span>Click on this button in order to start your service.&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❻&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[Stop Service]-</em></strong>button<br /> </span><span style="color: #7f7f7f;">Click on this button in order to stop your service. </span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❼&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[View Progress &amp; history]</em></strong>-button</span><span style="font-size: 24px; color: #4f81bd;"><br /> </span>A click on this button will provide you with an overview of the extraction progress and failed extractions.</p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❽&nbsp;</span><span style="color: #4f81bd;">The <strong><em>[Reset extraction]</em></strong>-button</span><span style="color: #4f81bd;"><br /> </span><span style="color: #7f7f7f;">Click on this button in order to reset all previous extractions. </span></p> <p style="text-align: justify;"><span style="font-size: 24px; color: #4f81bd;">❾</span><span style="color: #4f81bd;">The <strong>[Move Service]</strong>-button and&nbsp;<br /> <span style="color: #7f7f7f;">A click on this button enables yout to move the service to another instance.&nbsp;</span>&nbsp; &nbsp; &nbsp;&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #4f81bd;"><span style="font-size: x-large; color: #2c79ae;">❿</span><span style="font-size: 13px; color: #4f81bd;">The<strong> [Delete Service]</strong>-button&nbsp;&nbsp; </span><br /> </span><span style="color: #7f7f7f;">With a click on the Garbage bin, you have the possibility to delete a services. </span></p> <p style="text-align: justify;"><span style="color: #000000;"><span style="color: #7f7f7f;"></span><br /> <span style="color: #ff0000;">Please note, that this step will delete the service configuration and the AttachmentExtractor Service, but it will NOT delete the CRM solutions referring to AttachmentExtractor. These solutions must be deleted manually. <br /> <span style="color: #7f7f7f;"><br /> </span></span><span style="color: #7f7f7f;"><br /> <br /> <strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to</span> <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>. </span></p>10026AttachmentExtractor Revert Button in ActivityToolsPluginExtensionhttps://www.mscrm-addons.com/Blog/PostId/10014/attachmentextractor-revert-button-in-activitytoolspluginextensionAttachmentExtractor (AE),AE 2015 / 2016,AE 365Tue, 23 May 2017 16:22:12 GMT<p>This article outlines how to use the retrieve once extracted .url files with the AttachmentExtractor <strong>[Revert]</strong>-Button.</p> <p><span>Requirements: AttachmentExtractor (for further information on AttachmentExtractor, click&nbsp;</span><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=https%3a%2f%2fappsource.microsoft.com%2fen-us%2fproduct%2fdynamics-365%2fmscrm-addons.d77a0b1e-d8b7-422d-937d-7e078d3b38c7%3ftab%3dOverview&amp;tabid=165&amp;portalid=0&amp;mid=2185" style="background-color: #ffffff;">here</a><span>)</span><br /> <span>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;ActivityToolsPluginExtension solution (learn more about this solution&nbsp;</span><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10011%2factivitytoolspluginextension-solution-for-attachmentextractor&amp;tabid=165&amp;portalid=0&amp;mid=2185" style="background-color: #ffffff;">here</a><span>)​</span>​</p> <p><span style="color: #ff0000;">Please note, that the&nbsp;</span><span style="color: #ff0000;"><strong>[Revert]</strong></span><span style="color: #ff0000;">-button is only visible if you work with an e-Mail in draft mode and and if a .url file has been attached previously.&nbsp;</span>​ </p> <p>For example: Imagine, you have extracted an e-Mail attachment to, e.g. SharePoint via AttachmentExtractor a few weeks ago. Now imagine, you would like to forward this particular e-Mail with the previously extracted attachment. To do so, you will only have to press the <strong>[Revert]</strong>-Button (see figure 1) and you will be able to forward the e-Mail including all previously extracted files. <span style="color: #ff0000;">Please note that all non-.url-files will be left untouched.&nbsp;</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Figure1" href="http://mscrm-addons.com/portals/0/Blog/Revert_Extraction/Figure1.JPG"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/Revert_Extraction/Figure1.JPG" style="width: 154px; height: 60px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: Revert Button</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Figure2" href="http://mscrm-addons.com/portals/0/Blog/Revert_Extraction/Figure2.png" style="background-color: #ffffff;">​</a><span>This is what your files look like before you click on the&nbsp;</span><span><strong>[Revert]</strong></span><span>-button. The oscomps.woa.xml.url file has been extracted to SharePoint previously. The second file is no .url file, but an .xml file, that is why it is left untouched.</span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Figure2" href="http://mscrm-addons.com/portals/0/Blog/Revert_Extraction/Figure2.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/Revert_Extraction/Figure2.png" style="width: 181px; height: 81px;" /></a>Figure 2: Files before clicking on the <strong>[Revert]</strong>-button</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span>If you now press the<strong>&nbsp;</strong></span><span><strong>[Revert]</strong></span><span>-button, the second file will still be the same as before, but the first file has changed to oscomps.woa.xml and has been converted into an XML file.&nbsp;</span><a title="Figure3" href="http://mscrm-addons.com/portals/0/Blog/Revert_Extraction/Figure3.png"><br /> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/Revert_Extraction/Figure3.png" style="width: 181px; height: 81px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 3:&nbsp;<span>Files after clicking on the&nbsp;</span><span><strong>[Revert]</strong></span><span>-button</span></p> <p><strong>That's</strong> it! We appreciate your feedback! Please share your thoughts by sending an e-Mail to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>.</p> <p>&nbsp;</p> <p>​</p>10014SharePoint path limitation avoidancehttps://www.mscrm-addons.com/Blog/PostId/9993/sharepoint-path-limitationsAttachmentExtractor (AE),AE 2015 / 2016,AE 365Tue, 21 Feb 2017 16:18:08 GMT<p>SharePoint paths limitations are hard coded. The maximum path length is 260 characters. If that limit is exceeded, you get the SharePoint error 414.&nbsp;This article outlines how to avoid this error.&nbsp;<br /> <br /> <span style="color: #ff0000;">Minimum requirements: AttachmentExtractor v.124 and/or DocumentsCorePack v.167 or higher</span>&nbsp;</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>mscrm-addons products offer several default ways to shorten SharePoint paths:</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;"><br /> 1) We provide you with a<span class="apple-converted-space">&nbsp;</span><strong><span>default shortening to a maximum of 30 characters + GUID for each folder name</span></strong>.<span class="apple-converted-space">&nbsp;</span></span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;">2) We provide you with a&nbsp;<strong>default shortening to a maximum of 30 characters + GUID for each file name</strong><strong><span>.</span>&nbsp;</strong><br /> 3) ShortIDs: We create a<span class="apple-converted-space"><strong>&nbsp;</strong></span><strong><span>6-characters ID alternatively to the well-known 36 GUIDs</span></strong><span class="apple-converted-space"><strong>&nbsp;</strong></span>of Microsoft Dynamics 365 (CRM).<span class="apple-converted-space">&nbsp; </span><br /> 4) Use an alternative field for the generation of paths. (e.g. instead of account name we can use a unique account number field)</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm; color: red;">&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm; color: red;">Please note:</span><span style="border: 1pt none windowtext; padding: 0cm; color: #ff0000;">&nbsp;Even though the creation of short paths is a very valuable feature, existing paths cannot be shortened anymore, unless very specific criteria are met. Manual interaction is always required.</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm;"><strong>How to activate a ShortID for AttachmentExtractor​</strong> </span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">1) First, you must activate ShortID for AttachmentExtractor. To do so, please follow the below path in order to get to the ShortID settings. <br /> <span style="color: #ff0000;">Please note, that you must replace [YourServiceName] with your individual service name:&nbsp;</span><br /> &nbsp;</p> <p><span>HKEY_LOCAL_MACHINE\SOFTWARE\PTM EDV-Systeme\AttachmentExtractorserver\Configurations\[YourServiceName]</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">2) Next, set UseShortID to true. </p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">3) To define the cutting, you will have to create a new settingskey. If you have not created a settingskey yet, please have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9754%2fhow-to-create-a-settingskey-manually-in-ms-dynamics-crm-2013-crm-2015&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>.&nbsp;</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;">Depending on which item you would like to customize, please enter the following settings:&nbsp;<br /> <br /> For the maximum SharePoint folder name length: <br /> SPMaxFolderLength: [number of characters that should remain]</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>​&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>For the maximum SharePoint file name length:<br /> SPMaxFileLength: [number of characters that should remain]</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>For the minimum SharePoint file name length: ​</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>​SPMinFileLength: [minimum number of characters that should remain]<br /> <span style="color: #ff0000;">Please note: The file extension is never cut!&nbsp;</span></span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>Let us pretend, the minimum filename length set is 77.&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>If the actual file length is, for example, 80, you will receive an error message.&nbsp;</span></p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>&nbsp;&nbsp;</span></p> <p style="margin: 0cm 0cm 0.0001pt;">For the SharePoint folder name attribute: ​</p> <p style="margin: 0cm 0cm 0.0001pt;">​SPFolderNameAttribute: enittyschemaname;attributename|</p> <p style="margin: 0cm 0cm 0.0001pt;">&nbsp;</p> <p style="margin: 0cm 0cm 0.0001pt;"><strong>​<span>How to activate a ShortID for DocumentsCorePack</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span></span></strong>Creating a ShortID for DocumentsCorePack is easier than creating one for AttachmentExtractor. Simply navigate to Settings &gt; DocumentsCorePack in your Microsoft Dynamics 365 (CRM) application. ​</p> <p style="margin: 0cm 0cm 0.0001pt;">&nbsp;&nbsp;</p> <p style="margin: 0cm 0cm 0.0001pt;">Here, please add/enable the following options:&nbsp;<br /> <br /> Use short Documentation Logic:<br /> This setting cuts SharePoint path automatically.<br /> <br /> SharePoint folder maximum length:<br /> This setting cuts SharePoint folder names that are longer than a certain amount of characters. &nbsp;​</p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span>​</span></strong></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DocumentsCorePack settings " href="http://mscrm-addons.com/portals/0/Blog/ShortID DCP//Short_ID_DCP.jpg"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/ShortID DCP//Short_ID_DCP.jpg" style="width: 474px; height: 265px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: DocumentsCorePack settings</p> <p style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial; margin: 0cm 0cm 0.0001pt;"><span>​For further information on how to correct SharePoint paths exceeding the limitations, please have a look at<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10012%2fhow-to-change-the-sharepoint-path-logic-advanced&amp;tabid=165&amp;portalid=0&amp;mid=2185"> this blog article</a>.&nbsp;<br /> <br /> </span></p> <p><strong>That's it!&nbsp;</strong>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!</p>9993AttachmentExtractor SharePoint attributeshttps://www.mscrm-addons.com/Blog/PostId/9983/attachmentextractor-sharepoint-attributesAttachmentExtractor (AE),AE 2015 / 2016,AE 365Wed, 01 Feb 2017 16:36:08 GMT<p>SharePoint attributes deliver additional information on the file origin based on CRM metadata. This article outlines the purpose of the different attributes.</p> <p>​ </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="SharePoint attributes" href="/Portals/0/Blog/SharePoint%20attributes/SharePoint.png?ver=2017-02-01-155754-960"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SharePoint%20attributes/SharePoint.png?ver=2017-02-01-155754-960" style="width: 500px; height: 165px;" /><br /> </a> </div> Figure 1: SharePoint attributes&nbsp; <p>&nbsp;</p> <p><span><span style="font-size: 24px; color: #0070c0;">❶</span><span style="color: #0070c0;">&nbsp;</span></span><strong><span style="color: #0070c0;">Backlink to Microsoft Dynamics 365 (CRM)<br /> </span></strong>This attribute backlinks to the original item in CRM from which the attachment (email or note) has been extracted previously.&nbsp;</p> <p><span style="font-size: 24px; color: #0070c0;">❷&nbsp;</span><strong><span style="color: #0070c0;">Entity GUID (note/email)<br /> </span></strong><span>means the unique type GUID of the entity's origin.</span></p> <p><span style="font-size: 24px; color: #0070c0;">❸</span><strong>&nbsp;<span style="color: #0070c0;">Entity type (note/email)<br /> </span></strong>means the unique type name of the entity's origin.&nbsp;<br /> <br /> The&nbsp;<span style="color: #7f7f7f;">CSV lists mentioned in point 4 &amp; 5 generally refer to metadata (GUID or text) in Microsoft Dynamics 365 (CRM).&nbsp;<br /> Emails and annotations consist of both, GUID-, as well as text-fields.&nbsp;</span></p> <p><span style="font-size: 24px; color: #0070c0;">❹</span><strong>&nbsp;<span style="color: #0070c0;">CSV GUID-list containing metadata regarding the recipient/owner&nbsp;</span></strong><span style="color: #7f7f7f;"><strong><br /> For EMAILS, the CSV GUID list contains the following attributes:</strong></span><span style="color: #7f7f7f;"><strong>&nbsp;</strong></span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">from</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">to</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">cc</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">bcc&nbsp;<br /> (subject*)</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">regardingobjectid</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">&nbsp;&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;"><span style="color: #7f7f7f;">The list contains a list of EntityReferences to CRM records.&nbsp;</span><span style="color: #7f7f7f;">This applies to the fields&nbsp;</span><span style="color: #7f7f7f;">from, to, cc, bcc, regardingobjectid. *</span><span style="color: #7f7f7f;">The field&nbsp;'subject' is a text field.&nbsp;</span>&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">​</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">If a field contains multiple values, those values are separated&nbsp;by a pipe symbol:</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">Example for EMAIL (please note the empty entry for bcc):</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: black;">&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span>sender@mail.com;recipient1@mail.com|recipient2@mail.com;<br /> ccrecipient@mail.com;;my<span style="color: #7f7f7f;">emailsubject;regardingaccountname</span></span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: black;">&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">{599FC5EE-345E-4505-9467-2F05B90E0A15}|contact;{57561E8A-E8D6-43B3-A212-BF9C173F56BF}|systemuser|<br /> {7F9CB1CF-84B9-4B7F-A036-78F3388ED5D7}|systemuser;{E5B66E6C-02F8-4DD8-98E9-D06E4A46965A}|<br /> systemuser;;;{157E2666-6EA2-41E2-9E32-31F17BB1EE7C}|account</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: black;"><br /> </span><span style="color: black;"> </span></p> <p><span style="font-size: 24px; color: #0070c0;">❺</span><strong><span style="color: #0070c0;">&nbsp;CSV text-list containing metadata regarding the recipient/owner&nbsp;<br /> </span></strong><span style="color: black;"><span style="color: #7f7f7f;"><strong>For NOTES, the CSV TEXT list contains the following attributes:</strong></span><span style="color: #7f7f7f;"><strong>&nbsp;</strong><br /> <br /> </span></span><span style="color: #7f7f7f;">Subject<br /> </span><span style="color: #7f7f7f;">Filename&nbsp;<br /> </span><span style="color: #7f7f7f;">Filesize<br /> </span><span style="color: #7f7f7f;">Notetext&nbsp;<br /> </span><span style="color: #7f7f7f;">(objectid*)</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">The CSV Text list contains a list of references to annotations. This applies to the fields&nbsp;</span><span style="color: #7f7f7f;">subject, filename, filesize, notetext.&nbsp;</span><span style="color: #7f7f7f;">*The field&nbsp;'objectid' is a GUID-field.&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">&nbsp;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;">Example for a NOTE (please note the empty entry for notetext and Object ID):</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;">&nbsp;</p> <p style="margin-top: 2pt; margin-bottom: 2pt;">subject;filename;filesize;<span style="color: #7f7f7f;">;;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="font-size: 13px; color: #7f7f7f;">&nbsp;</span></p> <p style="margin-bottom: 0.0001pt;"><span style="font-size: 13px; color: #7f7f7f;">02_Quote; 02_Quote.pdf; 15447;;;</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #7f7f7f;"> <br /> </span></p> <p><span style="font-size: 24px; color: #0070c0;">❻</span><strong><span style="color: #0070c0;">&nbsp;Record type&nbsp;<br /> <span style="color: #7f7f7f;"></span></span></strong><span style="color: #7f7f7f;">This attribute provides you with information regarding the CRM record type.&nbsp;</span><span style="color: #7f7f7f;"><br /> Set on 'Yes', this attribute refers to an email or note body, set on 'No', it refers to an attachment. &nbsp;</span><strong><span style="color: #0070c0;"><span style="color: #7f7f7f;"></span><br /> </span></strong></p> <p> <strong></strong></p> <p><span style="font-size: 24px; color: #0070c0;">❼</span><strong>&nbsp;<span style="color: #0070c0;">Entity date<br /> </span></strong>Contains the entity's creation date.&nbsp;<br /> <br /> <strong>That's it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!&nbsp;</p> <br /> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 0px; top: 1245.91px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; color: black;">For ANNOTATIONS, the CSV GUID list contains the following attributes:<br /> </span><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; color: black;">ObjectID &nbsp;</span></div>9983How to correct SharePoint paths exceeding the limitations (Advanced)https://www.mscrm-addons.com/Blog/PostId/10012/how-to-change-the-sharepoint-path-logic-advancedAttachmentExtractor (AE),AE 2015 / 2016,AE 365,DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365Tue, 31 Jan 2017 12:33:00 GMT<p>This article provides you with information on how to correct SharePoint paths exceeding the limitations. <span style="color: #ff0000;">Please note, that this article is only considered to serve advanced Microsoft Dynamics users and only if you have received the SharePoint error 414 previously</span>. The information provided here is connected to the SharePoint path limitation avoidance article, which can be found&nbsp;<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9993%2fsharepoint-path-limitations&amp;tabid=165&amp;portalid=0&amp;mid=2185">here</a>.&nbsp;</p> <p><strong>How do I correct potentially exceeding paths?&nbsp;</strong></p> <p>Please check the existing library structure. This is required for EVERY record separately.&nbsp;<br /> <span style="color: #ff0000;">Please note: <span style="color: #595959;">The path logic should be modified before fixing existing problems, as CRM might recreate the folder applying the old path logic again.&nbsp;</span></span></p> <p><strong>Scenario 1)&nbsp;<span style="border: 1pt none windowtext; padding: 0cm;">The SharePoint library is empty (no files AND no folders)</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><span> &nbsp; &nbsp; &nbsp; &nbsp; a) Delete the SharePoint library<br /> <br /> &nbsp; &nbsp; &nbsp; &nbsp; b) Next, please delete the document location in CRM<br /> <br /> </span></p> <p style="margin: 0cm 0cm 15pt;"><span>When the library is created anew, the updated path logic will apply.</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm;">Scenario 2)&nbsp;</span></strong><strong><span style="border: 1pt none windowtext; padding: 0cm;">The SharePoint library contains items (files or folders)</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></strong></p> <p style="margin: 0cm 0cm 0.0001pt;"><span style="border: 1pt none windowtext; padding: 0cm; color: red;">Please note:</span><span>&nbsp;Renaming any folders in SharePoint will break the AttachmentExtractor URL in CRM that points to those records. This makes the attachments inaccessible from within CRM!&nbsp;​</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><strong><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;</span></strong></p> <p style="margin: 0cm 0cm 15pt 18pt;"><span>a)&nbsp;Rename the SharePoint folder<span class="apple-converted-space">&nbsp;</span><br /> </span><span style="border: 1pt none windowtext; padding: 0cm; color: red;">Please note:</span><span>&nbsp;You can only rename folders!</span></p> <p style="margin: 0cm 0cm 15pt;"><span>&nbsp; &nbsp; &nbsp; &nbsp;b) Update the document location in CRM</span></p> <p style="margin: 0cm 0cm 15pt;"><span>Please make sure, that the created path matches the nomenclature of the folder definition in your CRM. Otherwise, new folders will be generated, rendering the folder name change useless.</span></p> <p><span><strong>That's it!&nbsp;</strong></span><span>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" class="ApplyClass" style="background-color: #ffffff;">support@mscrm-addons.com</a><span>!</span></p>10012ActivityToolsPluginExtension solution for AttachmentExtractorhttps://www.mscrm-addons.com/Blog/PostId/10011/activitytoolspluginextension-solution-for-attachmentextractorAttachmentExtractor (AE),AE 2015 / 2016,AE 365Sat, 04 Apr 2015 12:33:00 GMT<p style="margin: 0cm 0cm 15pt;"><span>This article contains links to the ActivityToolsPluginExtension solution for AttachmentExtractor. Please select which Microsoft Dynamics application you use and download the corresponding solution.&nbsp;</span></p> <p style="margin: 0cm 0cm 15pt;"><span style="color: #ff0000;"><strong>++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++</strong></span></p> <p style="margin: 0cm 0cm 15pt;"><span style="color: #ff0000;"><strong>PLEASE NOTE THAT THE DOWNLOADED .ZIP FILES MUST BE EXTRACTED BEFORE YOU IMPORT THE FILES.</strong></span></p> <p style="margin: 0cm 0cm 15pt;"><span style="color: #ff0000;"><strong>++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++</strong></span></p> <p style="margin: 0cm 0cm 15pt;"><span>For Microsoft Dynamics 365:&nbsp;<br /> Please <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2feigenefiles%2fAT%2fAdvanced%2520eMail%2520for%2520MS%2520Dynamics%2520365.zip&amp;tabid=165&amp;portalid=0&amp;mid=2185">download the solution here</a>. <br /> Please do NOT import a solution if a higher version of it is already installed.<br /> </span></p> <p style="margin: 0cm 0cm 0.0001pt;"><span>For Microsoft Dynamics CRM 2015/2016:<br /> </span><span style="border: 1pt none windowtext; padding: 0cm; color: #7f7f7f;">Please&nbsp;<a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2feigenefiles%2fAT%2f2015_2016%2fAdvanced%2520eMail%2520for%2520CRM%25202015%2520and%25202016.zip&amp;tabid=165&amp;portalid=0&amp;mid=2185">download this version</a></span><span style="color: #7f7f7f;">.&nbsp;​<br /> </span>The General solution version 2015.110 or higher is also required.<br /> <span>Please do NOT import a solution if a higher version of it is already installed.</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><span style="color: #7f7f7f;">​</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><span style="color: #7f7f7f;"><span style="color: #7f7f7f;">For further information on the solution, please have a look at&nbsp;</span><a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9978%2factivitytoolspluginextension&amp;tabid=165&amp;portalid=0&amp;mid=2185" style="background-color: #ffffff;">this article</a>&nbsp;and have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9979%2fhow-to-avoid-browser-security-check-for-url-files&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a> if you would like to know more about the solutions' impact on AttachmentExtractor.&nbsp;</span></p> <p style="margin: 0cm 0cm 0.0001pt;"><span>&nbsp;<br /> </span><strong><span style="border: 1pt none windowtext; padding: 0cm;">That&rsquo;s it!</span></strong><span style="border: 1pt none windowtext; padding: 0cm;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><span><a href="mailto:"><span style="border: 1pt none windowtext; padding: 0cm;">support@mscrm-addons.com</span></a></span><span style="border: 1pt none windowtext; padding: 0cm;">.</span></p>10011