Document Generation Services
Document Generation Services
  • Welcome
  • Contact Information
  • Release Schedule
  • Change Log Overview and Important Notifications
    • Compliance Requirements
    • Product Documentation
    • Document Generation Services Change Log Entries
    • Expere Engine and Tools Change Log Entries
    • Document Generation Services Archived Change Log Entries
    • Expere Engine and Tools Archived Change Log Entries
  • Tool Suite Overview
    • SERVICES Page
      • Select And Generate
      • Generate
      • Generate Results
      • Get Archive Results
      • Select
      • Select-Synchronous
      • List Documents
      • Select Results
      • OPPSA Merge Product Data
    • SUPPORT Page
    • SETUP Page
  • Installation Process Overview
    • Prerequisites
      • Roles, Features, and Other Required Steps
      • Create an SSL Binding and Certificate
      • Installing and Configuring RabbitMQ Services
    • Creating Databases with Database Installation Wizard and Running PowerShell script
    • Configuring Transforms.xml and creating/installing STS
    • Configuring Transforms.xml and creating/installing Administration
    • Configuring Transforms.xml and creating/installing Core Services
    • Using Wolters Kluwer Financial Services Administration
    • Configuring Transforms.xml and creating/installing the Document Generation Services components
    • Deploying Content in the Management Service
    • Appendix: Configuring additional Document Generation Services resources
    • Appendix: Using Log Files
    • Appendix: RabbitMQ.config file
    • Appendix: Sample Transforms.xml file
  • Upgrade Process Overview
    • Upgrading RabbitMQ and ERLang / Install .Net 4.6.2
    • Upgrading Document Generation Services
  • Web Services
    • Accessing the Services
    • Authentication and Authorization
    • Error Handling and Messaging
    • Document Service API
      • Generate
      • GetRequestResult
      • PostProcess
      • Select
      • SelectAndGenerate
      • PerformDeliveryCallback
      • ListDocuments
      • Data Types
  • Implementation Strategies
    • Ancillary Outputs (Post-Processing)
      • Barcodes
      • Watermarks
      • Encryption
      • Using eSignature and Acroform fields
      • Signature Points
    • RequestUCD flag - PDF/A
    • MergeTRIDDocs flag - PDF
  • 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
  • Appendix: Request and Response Samples
    • Generate
    • GetRequestResults
    • Select
    • SelectAndGenerate
    • SelectSynchronous
    • ListDocuments
  • Appendix: OPPSA User Guide
Index
  1. Home
  2. Management Tool
  3. Tasks

Tasks

This section describes tasks you may perform in the Document Generation Services Management Tool.
  • 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
  • Updating content references through the command line
  • Copying alias and account information
  • Copying Libraries
  • Selecting Accounts by Licensed Products
  • Assigning a Content ID to an Account
  • Management Tool
    • Getting Started with the Management Tool
    • Management Tool Pages
    • 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