Adding an Additional or Custom Data Source to your dox42 Add-in

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To ensure that the dox42 Add-In can access your specific data, you must first add the respective data sources to your dox42 Add-In. The data sources can be both additional and custom data sources.

Note
A dox42 additional data source enables access to specific data sources or systems, additionally to the already predefined data sources. The additional data source is developed and licensed as an additional module by dox42.
Note

A dox42 custom data source enables access to specific data sources or systems, additionally to the already predefined data sources. You or your dox42 partner can develop custom data sources yourself.

Prerequisites

  • Make sure that Windows Identity Foundation is installed and activated on your Windows computer. Otherwise, you will get the error Microsoft.IdentityModel could not be found. To activate Windows Identity Foundation go to the Control Panel > Programs > Turn Windows Features on or off and select the checkbox at Windows Identity Foundation.

  • .NET Framework 4.5.2 or higher is installed on your Windows computer.

Steps

  1. Download a data source from https://www.dox42.com/de/Modules/Download.

    .Note

    Depending on the data source (e.g. MODUS M365 dox42 Document Automation, dox42 D365 FSCM) you might need to login before accessing the download page. If you do not have any credentials, please contact  support@dox42.com.

  2. Unzip the file (.zip) to a fixed directory on the computer, on which you want to use dox42.

  3. In Microsoft Word, go to the dox42 ribbon and select Data Map.

    Toolbar displaying various functions like Generate, Data Map, and Refresh Template options.

    dox42 ribbon

    The window Data Map Designer window opens.

  4. Open the File menu and select Additional / Custom Data Sources.

    Data Map Designer interface showing options for data sources and document linking.

    Data Map Designer

    The Register Additional and Custom Data Sources window opens.

  5. Select the Import button to import a configuration file (.config). This configuration file is located in the DataSource folder of the respective data source. Find the corresponding .config file names below:

    • dox42 D365 CE | Dataverse: dox42DynamicsCRMmport.config.

    • dox42 D365 FSCM: dox42OperationsDataSourceImport.config and AX7ODataSourceImport.config

    • dox42 D365 BC: BCDataSourceImport.config and BCReportDataSourceImport.config

    • dox42 SAP: SAPDataSourceImport.config

    • dox42 App for d.velop: DvelopDataSourceImport.config

      Interface for registering additional data sources with highlighted import option.

      Register Additional and Custom Data Sources window

  6. Select the OK Button.

    The button for the added data source is displayed in the Data Sources tab.

    Data Map Designer interface showing various data source options for integration.

    Data Map Designer

  7. To activate your license key:

    1. In the Data Map Designer select the data source, which you have previously added.

      The window of your defined data source opens.

    2. Go to the License tab.

      SAP Datasource configuration window showing key and license information fields.

      Example: License tab in the SAP Data Source window

    3. To insert your license:

      1. Insert your license key in the Key text field.

      2. Select the Import License File button.

      3. Select the Activate button.

      4. Select the OK button.

Result

You have added the additional or custom data source to your dox42 Add-In.