Managing an Exact Integration Environment using Engage Modeler

Here you'll find a plan to manage an Exact Integration environment. I used Engage Modeler (http://www.engagemodeler.com/) to visualise. 

1 Preliminary

2 Installation

3 Maintenance & checks Install tools

4 Maintenance & checks Check Replication

5 Troubleshooting Integration

Implementing Exact Software Central Master Data Management (CMDM), using Engage Modeler for a PRINCE II based project approach

Hi folks, it's been a while, here's some development I like to share. Have been playing around with the Engage Modeler tool (http://www.engagemodeler.com). This webbased tool has been developed to visualise processes on the fly. Used to use MS Visio? You'll find this tool 3 times easier and sexier. 
Once you get to know the tool, you're able to draw a process together with key-users, instead of collecting feedback afterwards and providing a version 1, 2, 3 and so on. 

I used this tool for a PRINCE II based project approach. This blog shows an Exact Software Central Master Data Management (CMDM) action plan, check it out. It's not the whole story but it is certainly useful in case you're facing a CMDM implementation. When doing Central Master Data Management, it's all about a central-managed thought. 

Click on the pics, if you need a copy let me know. Does anybody know, can I add the pics as attachment here? 

1 Implementing Exact CMDM Business Case & Project Organisation

2 Implementing Exact CMDM Preparing CMDM Implementation

3 Implementing Exact CMDM Go Live

Word Merge blog gives message like: Creating document or attachment failed.Entity: OpportunityID:Mandatory: Opportunity

When merging the message "couldn't create letter" will force you to check the Word Merge Log [Documents / Reports / Word Merge / Log]. If the message is like "Creating document or attachment failed.Entity: OpportunityID:Mandatory: Opportunity" one should realize that the Word Merge Template is linked to a document type. And a document type has links, so in this example the link to the Opportunity had been set to Mandatory, but the Opportunity field didn't even appear or has been filled in the request from which you're merging. Then you'll get this message, so check the document type. 

Keywords

 "Creating document or attachment failed. Entity: Opportunity ID: Mandatory: Opportunity" 

New Word Merge (as from PU250) sending e-mail keeps on giving message "Mandatory: Sender"

Allthough the e-mail adress has been filled correctly on the actors HRM card, still this message appears.

Solution: check the division [HRM / Setup / Divisions] and see Adress section. Did you link the division to an account (most likely an account representing this division) and has an e-mail adress been filled on that accountcard. It should be visible here.

How to implement eye-catching bars in an Exact Synergy Enterprise request

In an ESE request there's tabs and sections to cluster related fields. For each new section one could use a bar with a title.
I'm not a HTML king but this is a target I used to create eye catching text bars in an ESE request. Add a section and past this code into the 'Note' field:

<div style="background-color: #0099CC; padding: 5px; font-weight: bold">Title</div>

Don't forget to set columns on 2 if you want.

But.. this is a fixed colour, independent from the style the end-user(s) prefers to use. Could be ugly. So therefore here's a HTML code to create a bar which adapts the style colours:

<TABLE class=ListView><TR class="header"><TD><b>OPPORTUNITY DETAILS</b></TD></TR></TABLE>
<div style="background-color: #fefbdd; border: 1px solid #fef686; margin: 5px 5px; padding: 5px 5px;">Text</div>

Then, you don't want the text section to be shown in the request, therefore in the section put this code into the text field: &nbsp -basicly it's an empty character in HTML.

Exact Synergy Enterprise, bij delegatie foutmelding: U heeft onvoldoende rechten om deze actie uit te voeren.

Exact Synergy Enterprise, delegate gives error message like: unsufficient rights to perform this action

- Person should have functional rights in Exact Synergy Enterprise (should have a licence role)
- Check if the person has not been blocked, which it is by default after conversion

Showing the preview purchase invoice in ESE for IIR user takes too long

Keywords: Exact Globe Synergy Enterprise IIR IFR Incoming Invoice Register Inkomend Factuurregister Factuur register

Case:
Showing the preview purchase invoice in ESE for IIR user takes too long
Tonen preview inkoopfactuur in ESE voor IIR user duurt heel erg lang

Check the backoffice connection. It might not be completed, or contains (partly) wrong data.
The information needed from Globe cannot be reached, a time out error will occur.
So check System/Set up/Backoffice connection and check the Division. Is the application-server filled in correctly? Did you fill the IP adress from the SQL server including the instance (as: IP adress\Instance)?