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Showing posts from June, 2026

Steps to take Docentric reports backup

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  Steps to take Docentric reports backup 1.                   Go to All Workspaces > Docentric AX. 2.                   Click Reports. 3.                   On the Action Pane, click Tools. 4.                   In the list, select all rows. 5.                   Click Export setup data under Import/Export. 6.                   Click OK. This will download an .Xml file with Docentric configurations. 7.          ...

Docentric Upgrade process

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  Docentric Upgrade process   Reference Links: RSM KB Article:   https://dash.rsmus.com/kb?id=kb_article_view&sysparm_article=KB0031557 Docentric official link: How to Upgrade Docentric AX Models - Docentric AX Docentric website to Download Models: Download Center   Steps to upgrade: 1.        Connect to a development environment in which you want to upgrade the Docentric version. 2.        Open a browser and Go to the  Download Center  and download the latest version of Docentric. 3.        Download 3 zip files a.        Docentric AX Framework b.        Docentric AX SSRS Replicas (Model with all replicas) c.         Docentric AX CBD Replicas (Model with all replicas) 4.        Place them in C:Temp and extract all ...