Setup ExFlow Content Gate
Business Central Package
The Content Gate package/app for Business Central needs to be installed in the Business Central environments that are going to use ExFlow Content Gate.
Which environment to connect to? (1 sandbox, 1 production)
- Sandbox
- Production
Preferred Content Gate URL
- Sandbox: customername-sandbox.content-gate.com
- Production: customername.content-gate.com
Initial user
- Username
- AAD Object Id
Storage
Storage type:
- Azure Blob Storage
- SharePoint Online
Azure Blob Storage:
When using Azure Blob Storage, the following information is needed:
• Storage account
• Storage key
• Container name for sales documents
• Container name for purchase documents
• Container name for item documents
• Container name for jobs documents
SharePoint Online:
When using SharePoint Online, the following information is needed:
• URL of document library for sales documents
• URL of document library for purchase documents
• URL of document library for item documents
• URL of document library for jobs documents
Document categories
For each functional area, up to 15 document categories can be specified.
| Sales documents | |
|---|---|
| Category | Description |
| Sales – 01 | |
| Sales – 02 | |
| Sales – 03 | |
| Sales – 04 | |
| Sales – 05 | |
| Sales – 06 | |
| Sales – 07 | |
| Sales – 08 | |
| Sales – 09 | |
| Sales – 10 | |
| Sales – 11 | |
| Sales – 12 | |
| Sales – 13 | |
| Sales – 14 | |
| Sales – 15 |
| Purchase documents | |
|---|---|
| Category | Description |
| Purchase – 01 | |
| Purchase – 02 | |
| Purchase – 03 | |
| Purchase – 04 | |
| Purchase – 05 | |
| Purchase – 06 | |
| Purchase – 07 | |
| Purchase – 08 | |
| Purchase – 09 | |
| Purchase – 10 | |
| Purchase – 11 | |
| Purchase – 12 | |
| Purchase – 13 | |
| Purchase – 14 | |
| Purchase – 15 |
| Item documents | |
|---|---|
| Category | Description |
| Item – 01 | |
| Item – 02 | |
| Item – 03 | |
| Item – 04 | |
| Item – 05 | |
| Item – 06 | |
| Item – 07 | |
| Item – 08 | |
| Item – 09 | |
| Item – 10 | |
| Item – 11 | |
| Item – 12 | |
| Item – 13 | |
| Item – 14 | |
| Item – 15 |
| Job documents | |
|---|---|
| Category | Description |
| Job – 01 | |
| Job – 02 | |
| Job – 03 | |
| Job – 04 | |
| Job – 05 | |
| Job – 06 | |
| Job – 07 | |
| Job – 08 | |
| Job – 09 | |
| Job – 10 | |
| Job – 11 | |
| Job – 12 | |
| Job – 13 | |
| Job – 14 | |
| Job – 15 |
Users
| Username | Sales documents | Purchase documents | Jobs documents | Item documents | All documents |
|---|---|---|---|---|---|
| ☐ | ☐ | ☐ | ☐ | ☐ | |
| ☐ | ☐ | ☐ | ☐ | ☐ | |
| ☐ | ☐ | ☐ | ☐ | ☐ | |
| ☐ | ☐ | ☐ | ☐ | ☐ | |
| ☐ | ☐ | ☐ | ☐ | ☐ | |
| ☐ | ☐ | ☐ | ☐ | ☐ |
Administrators
Please list the users that need to be added as an ExFlow Content Gate administrator.