Introduction
This section describes the setup tasks to be completed before you can manage Documents on Assets, Work Order Plans, and Work Orders.
- Audience
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Maintenance Manager
Refer to the Help topic Roles, Users, and Permissions for information about the permission sets required for working with assisted setup and data import in EAM-BC.
You have two storage options regarding documents:
- Embedded: Select this option if you use small files. Files are saved in D365BC.
- Azure Blob Storage: Select this option if you use large files. This option requires a blob storage account in Microsoft® Azure®. Additional costs are related to setting up a blob storage account.
Refer to Microsoft documentation regarding storage account options in Azure: Storage account overview.
Learn more about how to set up document storage in EAM-BC in this video: Set Up Document Upload.
- On your role center, select the Settings button in the upper-right corner of the screen > Assisted setup.
- In the Assisted Setup list > Advanced setup in Dynaway EAM section, select Set up documents upload.
- Select the Default Storage Provider.
- If you use Azure Blob Storage, provide storage account information in the Azure Storage section.
- Select Close to save the setup.
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