Integrating Visma User Directory with Visma Document Center

How to enable the Visma User Directory integration with Visma Document Center.

Før du begynner

Required settings in Visma Business:
  • Visma.Workflow.Client.Windows.exe must be added to the EXE-filnavn field in the Program table.
  • Users must be registered in the Bruker table with user name, password and module.
  • Users must have a value in the Ans.nr field in the Aktør table.
  • Users must have a value in the Brukernavn field in the Aktør table.

Om denne oppgaven

Visma User Directory is used for administrating users, roles and companies for Visma Document Center.

There are three possibilities for activating the integration with the Visma User Directory.
  1. From the Visma Document Center standalone installer.
  2. From inside Visma Document Center by running the Enable Visma User Directory process.
  3. From Visma Business produktlinjen setup.

The final step is a data export from Visma Document Center to the Visma User Directory. This is triggered when starting up Visma Document Center for the first time after the integration has been enabled. In order to run the export you need to log in with the VudAdmin user.

Prosedyre

  1. Alternative 1: From the Visma Document Center standalone installer.
    1. On the Visma User Directory page, select Enable Visma User Directory
    2. Verify the addresses of the Visma User Directory services
    3. Click Next
  2. Alternative 2: From inside Visma Document Center by selecting Visma User Directory from the System menu.
    1. Select Enable Visma User Directory
    2. Click Save
    3. In the Export dialog, enter the password for the VUDAdmin user
    4. Click Export
  3. Alternative 3: From Visma Business produktlinjen setup.
    1. After the installation has finished, select start the Settings and integration wizard
    2. Select Visma Document Center Integration and User access
    3. After finishing the two wizards, the users have been exported to Visma Document Center and Visma User Directory, and VUD has been enabled in Visma Business and Visma Document Center
  4. After enabling the Visma User Directory integration, export roles and user rights from Visma Document Center to Visma User Directory.
    1. Start Visma Document Center after the integration has been enabled.
    2. In the Export dialog, enter the password for the VUDAdmin user
    3. Click Export


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