This document is applicable only for migration of document structure for Exact Synergy Enterprise 241 or below.
Document type provides a more logical way to manage your documents instead of segregating them by categories. You have the option to migrate the document structure from categories to types by performing the migration process.
Before a database is converted into the document type structure, the existing document categories need to be mapped to the available document types. After the mapping has been done, only then can the final conversion be carried out. The final database conversion is a non-reversible process. As such, you can continue using Exact Synergy Enterprise after the mapping process even though it has not been fully converted.
The following sections describe all three processes required to fully migrate and convert the database to the document type structure.
The buttons are described in the relevant section.
Before you can begin the migration process, your database must be Unicode-compliant. For more information, see How-to: Converting Exact Synergy Enterprise to Unicode Format.
The steps taken in mapping the document types are as follows:
Note: To cancel the mapping of a document type, select the corresponding row and click Remove From List. There may be situations where different categories happen to have the same name. In this instance, it is not advisable to map these categories to different document types as this will confuse the system during the migration process.
Note: If you encountered the "Input string was not in a correct format." error when creating or opening a document after the migration process, reset the IIS (Internet Information Service).