• Archive
  • Back to www.mscrm-addons.com
  • Archive
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)

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

230 views 0

Written by Administrator
September 21, 2016

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

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

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

 

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

 

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

 

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

 

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

 Confirm your setupFigure 5: Confirm your setup

 

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

 

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

 

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

Name*: AzureServiceName
Is cached*: none
Value: none

Please also deactivate the LBConfig Setting, if you are not using LoadBalancing.

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

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

 

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

Was this helpful?

Yes  No
Related Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • Only count users with security role for licensing
  • Generate app password when using Office 365 connection type
  • How do I create a document and attach it or use it as the body of an email in a single workflow step in MS Dynamics 365 Online?
  • How to check the existence or the value of a SettingsKey in MS Dynamics 365
Latest Articles
  • TemplateImportExport Console Application – DCPIE.exe
  • How to trigger a Microsoft Flow from dialog
  • General Settings – DocumentsCorePack Server Based
  • How to use the Insert-as-Picture-Link-Field-button in Dynamics-365
  • What is “documents incl. per month”
Popular Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Charts Feature (Dynamics 365)
Top Rated Articles
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Can you save data capacity by moving email content?
  • How to work with the new DocumentsCorePack custom connector for PowerAutomate (Microsoft Flow)
  • DocumentsCorePack Online Scheme
  • Recap of the first virtual eXtreme365 & Community Summit event
Categories
  • *News and General Infos* 43
  • Template Designer(DCP 151
  • DocumentsCorePack(DCP 146
  • TelephoneIntegration (TI 62
  • AttachmentExtractor (AE 47
  • PowerSearch (PS 43
  • ActivityTools (AT 55
  • SmartBar (SB 50
  • GroupCalendar (GC 43
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2020 www.mscrm-addons.com. All Rights Reserved.