Setup of Burti Document Form Editor

There are multiple steps involved in setting up Burti Document Form Editor:

Preparation

1. Make sure your Standard ERP server is accessible via web port e.g. yourserver.yourdomain.com:8080
2. Send us the IP address/hostname and web port as well as precise version number and build e.g. 8.3 2017-02-24
3. We will add your server to the supported server list with appropriate access rights so only user from your company may access document forms on your server
4. We will add to your code or send you instructions on how to add a necessary code package called DOC.hob

Setup on the server

1. Deploy the DOC.hob file either directly from GIT repository or manually
   1. copy DOC.hob it in the HOBCUST folder
   2. adjust datadef.hal so it executes the added datadefJSON.hal and datadefDOC.hal files
2. Restart the server and run Technics >> Report >> Export/Import formats for register JSON_REGDEFVC
3. If you get the result that you have the register - setup is correct and you should import the attached file IMPORT-ON-SERVER.TXT to open the needed API access points
4. Restart the server again
5. To make sure that the server is correctly set up and sufficiently accessible to the Document Form Editor, navigate to the server's web port and function "Web_JSON_CompaniesBlock.hal" (e.g. http://herbe.burti.lv:7123/Web_JSON_CompaniesBlock.hal). You should receive a JSON formatted response containing the list of companies - this indicates a proper setup. If you get a "File not found" warning, you likely have not set up the hobcust folder properly with the DOC.hob file. Other issues might include firewalled access to the server. The server where the Document Form Editor is hosted (at the time of writing: ronis.asp.burti.lv) needs to be able to access the SERP web server. Please also note that in such cases you might not be able to test the setup in this manner, as the test also relies on your computer being able to access the web port of the SERP server.

Using the editor

Navigate your Chrome browser to https://burti.lv/doc-form-editor/ and try to log in with the same user you are using for other Burti systems such as Service Desk. After logging in your should get this kind of interface

• Under Server you should have a selection of one or more of your servers that you agreed to connect this editor to e.g. live and test server
• After selecting the server you should be able to select the company you wish to edit forms from. In case this is not working - something is wrong with the setup so please contact us for help
• After selecting company you should get a list of Document Forms from this company and selecting one and pressing LOAD should populate it's fields in the white area on the right hand side
• You can then switch between pages, change parameters, add fields and other features you need to editing the form similarly to what the build in editor supports
• Pressing SAVE should save the changes on the server and you should be able to see the changes when printing the appropriate document