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Question

Question

Is there a capability within Laserfiche for Bi-Directional Syncing of documents

asked on September 6, 2019

Hello,

 

Customer has asked if there is a Laserfiche component that would be able to pull folders/documents from a Windows File Structure into Laserfiche and then push back out of Laserfiche to the Windows Folder structure.

 

I know Import Agent works from outside/in to Laserfiche, but not sure if something like WF could due the inside/out from Laserfiche.

 

Thanks,

Jeff Curtis

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Answer

SELECTED ANSWER
replied on September 6, 2019 Show version history

You can use an SDK Script activity within Workflow to push files back out to a network folder. I do that with several of my processes.

For example

// Get document
DocumentInfo doc = (DocumentInfo)this.BoundEntryIfo;

// Initialize Document Exporter
DocumentExporter dExp = new DocumentExporter();

// Export electronic document
dExp.ExportElecDoc(doc,filePath);

// Cleanup document object
doc.Dispose();

This example exports electronic documents.

If the files are in TIFF format (native LF document with pages), you might use a different export method to export as PDF, in which case you'd also want define additional settings to specify,compression if you want to flatten annotations and such.

// Configure document exporter settings
dExp.CompressionQuality = compression; // 0 to 100
dExp.IncludeAnnotations = true;
dExp.BlackoutRedactions = true;
dExp.PageFormat = DocumentPageFormat.Jpeg;
dExp.Watermarks = watermarks;

// Set PDF export options to flatten annotations and include searchable text
PdfExportOptions ExportOptions = PdfExportOptions.RenderAnnotationsAsImage | PdfExportOptions.IncludeText;

// Export PDF
dExp.ExportPdf(doc, doc.AllPages, ExportOptions,filePath);

If you could have either type, then you would just add an if else that checks whether or not it has an electronic document.

if(doc.IsElectronicDocument){
    // export electronic document
}
else{
    // export PDF
}

You can also export as TIFF, but that seems to be less common.

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Replies

replied on September 6, 2019

Just curious what the client's reasoning is behind wanting to do that?

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replied on September 6, 2019

One thing to remember with WF code is that it is being ran on the server and not on the user's computer. This means that it will not have access to the user's hard drive. You will likely want to export it to a shared location that the WF's Windows user account has access to.

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replied on September 6, 2019 Show version history

Technically it is still possible, just a lot more difficult, so shared network folders are a much better option for exporting documents.

I have workflows that place repository shortcuts on user desktops, but you need a way to get the IP address or computer name, and the Workflow service account needs to belong to a group that has admin rights on the PC (and of course you also have to worry about the PC being powered off or disconnected from the network).

As an example, Forms captures submitter IP, so if the workflow is related to a Forms submission you can use that value to identify the target PC and create a UNC path for the export via an admin share.

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replied on September 9, 2019

@Jason and @Michael- Thanks for the information

 

@Blake- I am not a 100% certain of why they would want to do this

 

Thanks again,

Jeff Curtis

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replied on September 9, 2019 Show version history

From their perspective I would be really concerned about security as access rights would not be copied over to the windows folder structure.

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