This article outlines how to set up a new DocumentsCorePack service for local / OnPremise deployments of DocumentsCorePack. This document generation service is required to enable document generation in your Dynamics 365 environment.
Note: For Online deployments of Dynamics 365 we recommend using our Online Service Configuration as outlined here.
Prerequisites: Before you start the configuration of services, you have to download and install the DocumentsCorePack Server. Learn how to do it in the DocumentsCorePack Installation Guide.
Step 1: In the Start menu look for ServiceManagement – DocumentsCorePack.
Step 2: The DocumentsCorePack Service Overview opens. To create a new Service, enter a ❶ ServiceName and click ❷ Verify in the “Add New Service” section.
Please note: Once set, the ServiceName cannot be changed again!
Step 3: After verifying the ServiceName, the ❶ Dynamics 365 Connection Setup tab is shown. Switch to the connection tab and select the ❷ Dynamics 365 Type (OnPremise), enter the ❸ Dynamics 365 Server-Url and your credentials to ❹ Retrieve all Organizations.
In the ❺ Organization information section, your organization is displayed. Confirm with ❻ OK.
Step 4: When the connection is successfully created, this message pops up. Confirm with OK.
Step 5: When you switch to the ❶ General tab, you can see your new created Service in the ❷ Inactive Services section. Also, there are several additional settings:
To use a printer, you can configure a Service user in the ❸ Service Logon –[ConnectionSetup / PrinterConfiguration]-section.
The ❹ General section offers the following options:
If you ❺ Activate Debugging, a default ❻ Logfile path is created in a temp folder.
Please note: If you want to specify your own path, keep in mind that each load-balancing service needs its own path.
Select here your ❼ Batch Size and ❽ Batch delay. It is recommended to set the batch delay to 10 seconds.
Also, you can select ❾ Always restart on failure, which ensures that the service automatically gets restarted (by a KeepAlive logic) to avoid downtimes in case it stops due to an error, or ❿ Enable SharePoint REST API (This is an updated method to connect to SharePoint sites).
Don´t forget to ⓫ Save your service configuration. To activate the service, just press ⓬ Start Service button. You can see your service running in the Active Services section.
How to enable Load Balancing
Load Balancing plays a crucial role in ensuring the scalability, availability, and performance of DocumentsCorePack services. Learn more about the impact of Load Balancing here.
Please note: LoadBalancing requires a license that can be optionally added to your subscription. Please contact sales@mscrm-addons.com for details.
After following the steps to create a service for DocumentsCorePack (on premise), you can create a LoadBalancing service. Note: When your service is active, you have to stop it in order to create a Load Balancing service.
Now click on the ❿ Create LoadBalancing button.
This window opens. Define how many Load Balancer you would like to configure and how many services should be reserved for single documents only. Confirm with OK.
This dialog appears to confirm your changes, click YES.
A ❶ DocumentsCorePack Load Balancing service with ❷ 3 subservices is created. Don´t forget to ❸ Save service configuration and ❹ Start the Service.
Please note:
- When starting the load balancing service, the subservices automatically start too.
- Load balancing service can´t be activated when the service is running!
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.