Configuring File Attachments Location in v10.2.700

Unless Foxit Reader’s search functionality is absolute trash, the terms, “attachments”, and “attachment”, exist nowhere in the Epicor Installation Guide.

Where might I be able to configure where the file attachment path location should be in a v10.2.700.X install, because it doesn’t exist where I had expected it to be:

… and, better yet, what measures are people taking to ensure that file attachments are being handled correctly during an Epicor upgrade?

Is there official Epicor documentation for this that I’m just overlooking?

It’s a standalone screen now: Attachment Type Maintenance.

Hasn’t even been on my radar during upgrades. :laughing:
Mostly because we use links/refs to network locations.

You’re a life-saver, @hmwillett. Much appreciation.

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Funny thing though – “Attachment”, as a search term, did not produce any results for me.

I assume you have the proper rights to it, yeah?
I’m on 10.2.600 and I see it there (as well as Kinetic 2021.1.7), so you should definitely have it in your version.

If you need to browse manually:
image

My apologies, @hmwillett. I meant, when I searched for that term in the “Epicor Installation Guide” PDF.

I have successfully located the module in Epicor - so, thanks again!

Ohhhh, gotcha!
Hmm, I’m not sure that’s within the scope of the install guide. :thinking:
It was probably in the release notes/change log, though, trying to sift through that–oof.

I hear ya!

So - this was what I was concerned about with “transitioning” the file attachments (because I have no references/guides):

image

The above screen cap is a depiction of an error that occurred after I created a new directory structure for file attachments (because the old one, in terms of nomenclature, doesn’t fit how we’ve named the new app server), then copied ALL of our files from the old attachments directory to the new one.

I’m going to rename the new directory structure to what the old one currently is and see what happens.

… aaaaannnnd apparently, that works.

So - I merely recreated/duplicated the exact same directory structure on the new Epicor server, then copied the entire file attachment library by the company folder into the duplicated directory and tested opening a few file attachments from different modules.

Pros: Simple, easy to transition your file attachments

Cons: You cannot change anything about the nomenclature of the directory structure, even if you have a spelling error on a folder, or if you’ve decided to name your Epicor application server in a different way.

You might want to check out the XFileRef and XFileAttach tables. They don’t get updated if you change the company level directory.

You’re talking about the File System attachments here, so there are other cons, like security is much harder to manage than a DocStar. The SharePoint implementation is too much like the File System so it’s difficult to do security like DocStar.

The Link storage type just needs a URL to the file so one could use SharePoint or Blob Storage, and get the full capabilities that goes with those services.

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@hmwillett - Precisely.

I was doing a quick test to see if I could simply DMT a new file path into the “XFileRef” table, listed in DMT as:

image

… and that seemed to work.

I logged back into the client after the DMT process completed and was able to open a number of file attachments directly from the file attachment trees of a random sample of Epicor tracker modules.

One interesting note: out of over 40,000 file attachment records, only 16 had errors and they all had to do with ----> “File name too long. Limit is 183 characters.”

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@BA-Quest There is a attachment path maintenance for doing mass changes to paths like in a server change.

image

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@gpayne

<comedic_code>
     foreach (Hole) {
          if (Existing.Knowledge == "No Clue") {
               Dig;
          }
          if (Existing.Knowledge == "EnhancedByEpiUsersHelp") {
               Fill;
          }
     }
</comedic_code>

I keep digging holes and you guys keep making me fill them back in! :laughing:

Thanks for this suggestion, Greg! Never knew this maintenance module existed.
I’ll play around with that tomorrow and see how it works.
Very helpful, indeed.

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Hasn’t even been on my radar during upgrades.
Mostly because we use links/refs to network locations.

We just stop use links/refs for file attachment last month. Too many people linked the files then go to the network shared folder and change/move the files. Then when the users click on the links / file attachments in ERP, they are broken :frowning:

With the file upload, no more broken links :slight_smile:

One interesting note: out of over 40,000 file attachment records, only 16 had errors and they all had to do with ----> “File name too long. Limit is 183 characters.”

Yes, I have to deal with this too.

@john009 - Does this mean your Epicor SQL database will grow with each attachment added? How quickly is it growing?

To be clear, I only recommend https links and never network paths. :face_vomiting:

SMB is the attackers’ virus wonderland. While it’s kind to share, don’t share via SMB.

The uploaded files are not saved in the database. They are saved to a server folder.