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  • DT_Integration_FLUIG_GED

 

Integration Fluig GED

Requirement Features:

Product Line:

Microsiga Protheus®:

Industry:

Legal

Module:

SIGAJURI

Routine:

Routine

Technical Name

JURA026

Attached Documents

JURA210

Integration Fluig

Routine(s) involved

Technical Name

JURA162

Legal Subjects Search

JURA106

Follow-ups

JURA100

Stages

JURA098

Guarantees

    

Initial Registration:

You must have a folder register at Fluig

Parameter(s):

MV_JDOCPAI, MV_DOCUME, MV_ECMURL, MV_ECMUSER, MV_ECMPWD, MV_ECMEMP and MV_JFLSUBP

Request (ISSUE):

PCREQ-4265

Country(ies)

All

Database:

All

Tables:

NTA – Follow-ups, NZ7 – Cases GED, NUM – Legal Documents, NSZ – Legal Subjects,

NUQ – Instances, NT4 – Progress and NT2 - Guarantees

Operational system(s):

WINDOWS

Versions/Release:

12.1:7

Description

It aims at enabling attachments of Legal Subjects, Progress, Guarantees and Follow-ups to be Attached and/or Imported straight by Fluig, after folder and sub-folders structure and configuration of users permission at Fluig to be defined.

Routine  Attachments enables integration with GED from  Fluig, that is executed in real time, but integration is also possible through Schedule.

After integration, at Fluig, in the folder defined as the root of legal documents, folders of each Legal Subject and inside each Legal Subject, folders of each Case registered for it are created. And, inside each Case, folders of each Document Type are created.  

The configuration of connection, folders and sub-folders is controlled through parameters.

Example of folders structure:

Root / Legal Documents / Legal Subject / Customer-store /Case.                                                                 

Root / Legal Documents / 001- Litigation / 000002-01-000005

Inside each case example: Corresponding Power of Attorney, Agreements

 

 

 

Configuration Procedures

 Parameter Configuration

  1. In Configurator (SIGACFG), access Environments/Registers/Parameters (CFGX017) and create/configure parameter(s) as follow:

Items/Folders

Description

Name:

MV_JFLSUBP

Type:

C

Description:

Name of folders created from Case folder.

Name:

MV_ECMEMP

Type:

C

Description:

Code of company for integration with ECM

Name:

MV_ECMPWD

Type:

C

Description:

Enter password of user with privilege of administration at ECM>

Name:

MV_ECMUSER

Type:

C

Description:

User with privilege of administration at ECM.

Name:

MV_ECMURL

Type:

C

Description:

Enter URL of integration with ECM.

Name:

MV_DOCUME

Type:

C

Description:

Enter type of attachment integration.

1-Worksite; 2- Knowledge Base; 3- FLUIG.

Name:

MV_JDOCPAI

Type:

C

Description:

Document ID Code in root folder where Legal documents structure is created;

 

CONFIGURATION OF MENUS

2.  In  Configurator (SIGACFG), go to Environments/Register/Menu (CFGX013). Enter the new menu option of  SIGAJURI, according to the instructions below:

Menu

Miscellaneous

Sub Menu

Configurations

Routine Name

 FLUIG Integration

Program

JURA210

Module

SIGAJURI

Type

Protheus Function

Procedures for Use 

  1. Access Fluig as administrator;
  2. Access menu Documents , then click New folder;
  3. Define the name for Root folder. Example: Legal Documents;
  4. Update page to view the new folder, code and option Proprieties; 
  5. Click this option of the created folder, then tab Security;
  6. Click All so all users access  Root folder;
  7. Click Confirm;
  8. Request Protheus administrator the update of parameter MV_JDOCPAI   with the code of the created folder.
  9. And with the administrator, configure other connection parameters and configuration of folder according to table below:

Parameter

Type

Description

MV_JDOCPAI

C

ID Code of root folder where Legal documents structure is created;       

MV_DOCUME

C

Enter type of attachment integration. 1-Worksite; 2- Knowledge Base; 3- FLUIG.

MV_ECMURL

C

Enter URL of integration with ECM.           

MV_ECMUSER

C

User with privilege of administration at ECM.  

MV_ECMPWD

C

Enter password of user with privilege of administration at ECM>                                  

MV_ECMEMP

C

Code of company for integration with ECM      

MV_JFLSUBP

C

Name of folders created from Case folder.                                       

  1. To configure the integration with Fluig, access menu Legal Management \ Miscellaneous \ FLUIG Integration. Remember the integration can also be configured through Schedule.
  2. View the screen with message: This routine makes integration with Fluig creating groups of users, subject folders and case. Click OK.
  3. Then, a structure of folders and the configuration of users permission are created, according to configuration of searches from Protheus.
  4. After finishing the process, access Fluig to check these folders structure.

    Remember When registering a Case, its folder is not created at Fluig. Associate a Case with a Process, so a Legal Subject is defined. Remember that, when registering a new Legal Subject, its folder is created at Fluig and permissions of all folders are updated. 
  5. Access Legal Management \ Updates \ Legal Subjects \ Searches  then, select search. Enter filters, click Search;
  6. Select process, click  Edit;
  7. Click Other Actions / Attachments;
  8. When clicking Import, a page is opened at Fluig, places in the Case folder associated to the Process in which changes are being performed.
  9. Click Load Files;
  10. Select files to import;
  11. Click Associate;
  12. View structure of Case folders;
  13. Save the file. When clicking Open, the file is opened;
  14. To delete the association of a file with case, click Disassociate.