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Document Support with Service

Updated

NOTE: Installer coming soon! This is currently a manual setup process with steps noted below. This article will be updated when installer has been configured for this service.

  • Service must be installed within customer environment

  • Service will monitor document folder on customer network / shared folder

  • Supports form split or individual PDFs with standard naming convention that includes invoice number

  • Standard Naming Convention: Documents saved individually and can be named with naming convention that matches client setup and variables, i.e. client setup: @TranNo.PDF, File name: 1234.PDF

  • PDF Form Split: Documents can also include a form split for a PDF that contains multiple invoices or with file names that cannot be changed when saving to folder, form modification

    ** example: %%key={ERPInvoiceNumberDataField}%%

    ** Client Setup: @InvcERPKey.PDF

    ** PDF file name can be anything but requires form modification to include %%key={ERPInvoiceNumberDataField}%%

  • When files appear in folder, service will create a copy, one copy moves to a subfolder (Archive) and another copy pushed to Azure temporary blob storage to associate to invoice data

  1. Download and extract LockstepPDFManager program (click here for link)

  2. Using Windows PowerShell - create the Service

    • On machine where service will be installed - search for Windows PowerShell

    • Right-click and run as administrator

    • Within PowerShell enter and update the following: New-Service -Name "YourServiceName" -BinaryPathName .exe

    • YourServiceName = LockstepPDFManager (between quotes)

    • Replace with path for LockstepPDFManager.WindowsService.exe

       

    •  

    • Update License: ..\LockstepPDFManager\LSCManagerLicense.exe

    •  

    • License Key: account key

    • Documents Path: path where documents will be printed from ERP

    • Service address: N/A for live install

    • Log created for service, Log location: C:\ProgramData\LockstepCollect\Logs\Lockstep_PDFManager.log

    • Example Log:

    •  

  3. Stop and Start service (if running) - can be placed in DEBUG mode

    * Search for Services on machine

    * Locate LockstepPDFManager

    * Right-click and stop

    * Right-click and select properties

    * Update Start Parameters: DEBUG

    * Click Start then OK

     

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