Document Generation Services
Content
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Welcome
Contact Information
Release Calendar
What's New
In This Release
Effective Date
Compliance Requirements
Product Documentation
Contact Information
Expere Engine and Tools
Change Log Entries
Expere Engine Change Log
New Features
Management Tool: Ability to update version number for aliases
Management Tool: Ability to create multiple aliases
ManageLibraries API added to Document Generation Services
Health Check Services added
Enhancements
Document Generation Services Updated to Support SQL
Barcode Pattern Extended
Management Tool: Ability to deploy content with multiple custom organizations
Messages distributed across all DocGenSvcHost services
Management Tool: batch alias update to add account permissions to new library
Enhanced session management
Management Tool: XML Entity Issue
Tool Suite URL display enhanced
Management Tool: Ability to overwrite Destination Value
Default cache size and memory increased
Management Tool: memory enhanced for large libraries
Application logs enhanced
Load balancing now supported without sticky sessions
Ability to copy aliases between accounts
Management Tool: overwrite now available in Copy Aliases functionality
Expere Stylesheet Caching enhanced
Callback reattempt enhanced
Logging enhanced
Index added to PacketId
Defect Corrections
Placement of Barcodes on Integrated Disclosures when using Ancillary Output options
Unauthorized account issue resolved
Processing issue resolved
Library deployment issue resolved
Management Tool: Account permissions with libraries
Callbacks issue resolved
Workaround created for properties.xsl issue
Import CSV process issue resolved
Main Menu
Selecting an Account
Getting Started
Supported Browsers
Passwords
Timing Out
Locked Accounts
SERVICES Page
Select And Generate
Generate
Generate Results
Get Archive Results
Select
Select-Synchronous
List Documents
Select Results
SUPPORT Page
Document Generation Services Installation Overview
Prerequisites
Adding Roles and Features
Windows Features - Prerequisites
Create an SSL Binding and Certificate
Configuring RabbitMQ for Document Generation Services
Installing RabbitMQ
Setting up Clustering
Adding Servers to an Existing Cluster
Troubleshooting
Configure Powershell/Run Powershell/Create Databases
Configuring Transforms.xml and creating/installing Administration STS
Using Wolters Kluwer Financial Services Administation/Configuring STS
Running the CreateSecurityTokenCacheDb.sql script
Creating and installing the Document Generation Services components
Deploying Content in the Management Service
Appendix: Using Log Files
Appendix: RabbitMQ.config file
Appendix: Sample Transforms.xml file
Getting Started
Accessing the Services
Authentication and Authorization
Error Handling and Messaging
Ancillary Outputs (Post-Processing)
Barcodes
Implementing Barcodes as an Ancillary Output Option
Implementing Barcodes with Custom Data
Barcode Object Reference
Barcode Types (Fonts) and Patterns
Barcode Size Test Copy
Using Cover Pages
Using First Page Only Barcodes
Watermarks
Encryption
Using eSignature and Acroform fields
Signature Points
Document Service API
Generate
GenerateRequest
GenerateResponse
GetRequestResult
GetRequestResultIn
GetRequestResultResponse
GetRequestResultOut
PostProcess
PostProcessRequest
PostProcessResponse
Select
SelectRequest
SelectResponse
SelectAndGenerate
SelectAndGenerateRequest
SelectAndGenerateResponse
PerformDeliveryCallback
DeliveryRequest
PerformDeliveryCallbackResponse
ListDocuments
ListDocumentsRequest
ListDocumentsResponse
Data Types
AncillaryOutputOptions
AncillaryOutputType
AncillaryOutputTypeEnum
ArrayOfAncillaryOutputOption
ArrayOfDocCustomDataItem
ArrayOfDocInstance
ArrayOfDocument
ArrayOfInformation
ArrayOfPDF
ArrayOfPackageDoc
ArrayOfPacket
ArrayOfPacketCustomDataItem
Barcode
BarcodeType
BarcodeTypeEnum
BeginningOrEndEnum
Callback
CallbackAuthentication
Data
DocCustomDataItem
DocDescriptor
DocInstance
DocSet
DocWorkOrder
Document
DocumentFormatType
DocumentFormatTypeEnum
DocumentSet
DocumentType
DocumentTypeEnum
DynamicPdfRender
DynamicPdfRenderEnum
ExpereBoolean
ExpereInteger
ExternalPDFDocuments
Information
InstanceFormattingMetadata
InstanceSigningInstructionsType
InstanceSigningInstructionsTypeEnum
Options
PDF
PackageDoc
Packet
PacketCustomDataItem
PacketCustomDataItems
Passwords
Permissions
RequestStatus
SetEncryption
Watermark
WatermarkLocation
WatermarkLocationEnum
Qualified Defaults
GUID
Duration
Management Services: Manage Libraries
CloneAccount
CloneAccount
CloneAccountResponse
DeployLibrary
DeployLibraryRequest
DeployLibraryResponse
checkAliasesinAccount
checkAliasesinAccount (Request)
checkAliasesinAccountResponse
Document Generation Services Management Tool
Getting Started with the Management Tool
Management Tool Overview
Accessing the Management Tool
Management Tool Pages
Home Page
Manage Libraries
Manage Aliases
Manage Accounts
Tasks
Deploying New Libraries
Viewing Library Details
Undeploying a Library
Removing an Account from a Library
Adding Account Permissions
Assigning Aliases
Viewing Aliases
Removing an Alias
Importing New Aliases
Updating the Version Number for an Alias Group
Updating content references through the command line
Copying aliases and account information
Copying Libraries
Selecting Accounts by Licensed Product
Assigning a Content ID to an Account
Appendix: sample .CSV file
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%BRCD%
[1]
293836
[1]
303248
[1]
Accounts
[1]
Add permissions
[1]
Add title as index term
[1]
[2]
[3]
[4]
Admin
[1]
[2]
Administration
[1]
Administration STS
[1]
Alias
[1]
[2]
Aliases
[1]
[2]
[3]
Ancillary Output
[1]
Ancillary Outputs
[1]
AncillaryOutput
[1]
AncillaryOutputOptions
[1]
AncillaryOutputType
[1]
AncillaryOutputTypeEnum
[1]
API
[1]
[2]
[3]
[4]
[5]
[6]
[7]
Application log files
[1]
ArrayOfAncillaryOutputOption
[1]
ArrayOfAttachment
[1]
ArrayOfDocCustomDataItem
[1]
ArrayOfDocInstance
[1]
ArrayOfDocument
[1]
ArrayOfInformation
[1]
ArrayOfPackageDoc
[1]
ArrayOfPacket
[1]
ArrayOfPacketCustomDataItem
[1]
ArrayOfPDF
[1]
ArrayOfRecipient
[1]
[2]
Attachment
[1]
Barcode
[1]
[2]
[3]
[4]
[5]
[6]
[7]
Barcode 2D
[1]
Barcode Pattern
[1]
BarcodeType
[1]
BarcodeTypeEnum
[1]
barcoding
[1]
Batch alias update
[1]
BeginningOrEndEnum
[1]
BRCD
[1]
[2]
Callback
[1]
[2]
[3]
[4]
Callback Authentication
[1]
Callbacks
[1]
CloneAccount
[1]
CloneAccountResponse
[1]
Clustering
[1]
Command line
[1]
Configure Powershell
[1]
Configuring RabbitMQ
[1]
Content deployment
[1]
Content references
[1]
Copy Aliases
[1]
Copying
[1]
Create Databases
[1]
CreateSecurityTokenCacheDb.sql
[1]
Creating an SSL Binding and Certificate
[1]
CRM 4006924: Allow for a customer to pass their preferred Barcode order and not have it overridden
[1]
Custom organizations
[1]
Data
[1]
Deliver
[1]
[2]
[3]
[4]
DeliverIn
[1]
Delivery
[1]
Deploy Content
[1]
Deploy content in the Management Service
[1]
Deploy Library
[1]
DeployLibrary
[1]
DeployLibraryResponse
[1]
Deployment
[1]
DGS
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[13]
DGS SQL: Update Installer to support SQL changes
[1]
DocCustomDataItem
[1]
DocDescriptor
[1]
DocInstance
[1]
DocSet
[1]
Document
[1]
Document Generation Service
[1]
Document Generation Services
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Document Service
[1]
DocumentFormatType
[1]
DocumentFormatTypeEnum
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DocumentSet
[1]
DocumentType
[1]
DocumentTypeEnum
[1]
DocWorkOrder
[1]
Duration
[1]
DynamicPdfRenderEnum
[1]
DynamixPdfRender
[1]
Effective Date
[1]
encryption
[1]
Enhancements
[1]
Errors
[1]
Expere
[1]
Expere cache size
[1]
Expere Document Services
[1]
[2]
ExpereBoolean
[1]
ExpereInteger
[1]
ExternalPDFDocuments
[1]
Generate
[1]
[2]
[3]
[4]
GenerateIn
[1]
GenerateOut
[1]
GenerateRequest
[1]
[2]
GenerateResponse
[1]
[2]
[3]
GetRequestResult
[1]
[2]
GetRequestResultIn
[1]
[2]
GetRequestResultOut
[1]
GetRequestResultResponse
[1]
[2]
GetRequestStatus
[1]
GUID
[1]
Health Check Services
[1]
Import
[1]
Import CSV
[1]
Index
[1]
Information
[1]
Insecure Direct Object Reference
[1]
Installation
[1]
[2]
Installing Document Generation Services
[1]
Installing Management Service
[1]
Installing RabbitMQ
[1]
Installing Scheduler Service
[1]
InstanceFormattingMetadata
[1]
InstanceSigningInstructionsType
[1]
InstanceSigningInstructionsTypeEnum
[1]
Libraries
[1]
Library
[1]
[2]
List Documents
[1]
ListDocuments
[1]
[2]
ListDocumentsResponse
[1]
Load Balancing
[1]
Logging
[1]
Manage Libraries
[1]
[2]
[3]
[4]
[5]
[6]
Management Service
[1]
Management Tool
[1]
[2]
[3]
[4]
[5]
[6]
[7]
[8]
[9]
Memory
[1]
Multiple
[1]
Options
[1]
Overview
[1]
Overwrite
[1]
Overwrite existing aliases
[1]
Package
[1]
PackageDoc
[1]
Packet
[1]
PacketCustomDataItem
[1]
PacketCustomDataItems
[1]
PacketId
[1]
Passwords
[1]
PBI # as number only ex 12345
[1]
PBI 305148
[1]
[2]
PBI 307057
[1]
PBI 310532
[1]
PBI 318532
[1]
PBI 324366
[1]
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PBI 324730
[1]
PBI 327851
[1]
PBI 327852
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PBI 332287
[1]
PBI 339404
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PBI 339407
[1]
PBI 340270
[1]
PBI 340503
[1]
PBI 344652
[1]
PBI 345265
[1]
PBI 345519
[1]
PBI 345709
[1]
PBI 346387
[1]
PBI 346546
[1]
PDF
[1]
PerformDeliveryCallback
[1]
[2]
[3]
PerformDeliveryCallbackResponse
[1]
Permissions
[1]
PostProcess
[1]
[2]
PostProcessRequest
[1]
[2]
PostProcessResponse
[1]
[2]
Powershell
[1]
Prerequisites
[1]
[2]
Processing
[1]
Product Documentation
[1]
Properties.xsl
[1]
Qualified Defaults
[1]
RabbitMQ
[1]
RabbitMQ.config file
[1]
Recipients
[1]
Release Calendar
[1]
Release Overview
[1]
Request
[1]
[2]
[3]
RequestStatus
[1]
RequestStatusIn
[1]
Response
[1]
ResubmitTransaction
[1]
Retry
[1]
ReturnAddress
[1]
ReturnAdress
[1]
Run Powershell
[1]
Running the CreateSecurityTokenCacheDb.sql script
[1]
Sample
[1]
Sample XML Code
[1]
Scheduler Service
[1]
Select
[1]
[2]
SelectAndGenerate
[1]
[2]
[3]
[4]
SelectAndGenerateIn
[1]
SelectAndGenerateOut
[1]
SelectAndGenerateRequest
[1]
[2]
SelectAndGenerateResponse
[1]
[2]
[3]
SelectGenerateDeliver
[1]
[2]
SelectGenerateDeliverIn
[1]
SelectGenerateDeliverResponse
[1]
SelectRequest
[1]
[2]
SelectResponse
[1]
[2]
SetEncryption
[1]
Setting up Clustering
[1]
signature point set
[1]
signatures
[1]
SSL Binding and Certificate
[1]
Sticky Sessions
[1]
STS
[1]
[2]
Support Page
[1]
Transforms
[1]
Transforms.xml
[1]
[2]
[3]
Unauthorized accounts
[1]
Use Cover Pages
[1]
Using Administration
[1]
Using Log Files
[1]
Version Number
[1]
Watermark
[1]
[2]
WatermarkLocation
[1]
WatermarkLocationEnum
[1]
Windows Features
[1]
Wolters Kluwer Financial Services Administration
[1]