DocumentationAdministrationViewPoint

ViewPoint

ViewPoint in Administration decides where your documents are stored. Open Administration and choose ViewPoint in the side menu to see ViewPoint Setup.

ViewPoint Setup

By default your documents go to a public share. If you need a private document database instead, switch on Private document database. A private connection has an additional cost per month.


Add a private connection

With Private document database on, the page lists your connections. Each one links a customer environment to a database of your own.

  1. Click New.
  2. Choose the Customer Environment the connection is for.
  3. Fill in Base Address, Client Id, Client Secret and State.
  4. Click Ok. Doc Gen first tests the connection, and shows Error establishing database connection! with the reason when the test fails.

To remove a connection, select it and click Delete. Doc Gen asks you to confirm.

There is one connection per customer environment. When all environments are already used, New is refused with a message saying so. If someone else changed the connection while you had it open, saving asks you to refresh the page first.