I have been using the Record Series Setup Utility to setup an municipal RME implementation. It works just fine for cutoff instructions, retention schedules, but is problematic with setup of the Record Series' themselves.
Issues:
I am getting so many errors with the Series Names that it almost takes longer to troubleshoot these than it would to create the few hundred Series that need creating.
Error message: "
DefaultSource Information 0 8/27/2014 3:23:14 PM Examining row 8
DefaultSource Information 0 8/27/2014 3:23:14 PM System.Runtime.InteropServices.COMException (0xC004233B): Invalid object name.
at LFSO83Lib.LFFolderClass.CreateAsSeries(String Name, String Code, LFFolder ParentFolder, Boolean AutoRename)
at RecordSeriesSetup8.RMSetup.CreateRecordSeries(RecordSeriesInfo RSData)"
It is so finicky with the Series names.In many cases, it appears to accept the same format for one line, but not the next. Things like: "only one dash allowed "-" in the name, but not with a space after it. A comma is OK, but only without a space after it, etc. Out of 100, 50 may error and require repeated tweaking to get them to load. I can then literally paste the same names into the Laserfiche UI and they work fine.....
Questions:
1) Can someone at LF clarify exactly what the requirements are in the RSSU vs. in Laserfiche where these same limitations do not exist, and/or suggest any workarounds that they have employed ?
2) When creating record series, I am using the flag to tell it that some series are permanent (using True, and have tried using Y). When I go into the LF UI, it creates these series, but the series is not marked as permanent. Have others experienced this, and is there a more reliable method for getting these created successfully ?
I am using Excel 2010, and have installed the Interoperability update as per instruction. The install does not say "completed", but appears to have been installed.....
Any tips or thoughts on how to streamline this process before my next round of "ADDS" ?
thanks,
cb