In this section, we will show you what needs to be set up on the tegolyDATEV Connector.
This installation guide is intended for technical staff or IT administrators.
Install the DATEV connector installer on the server on which the DATEV DMS is located. When installing, please make sure that the connector is installed in C:/Program Files.
After installation, the connector opens automatically. Now some settings are necessary.
The following settings must be made #
1. Enter the path to your database server here in the form https://Servername:Port. Here’s how to find out the server and port:
Go to the DATEV workstation 1. Organization, then click 2. Communication and 3. DATEVconnect setup. Here you will find the server name and port marked in the picture.
2. The API key can be read from the tegolySIGN under “Administrator – DATEV”. Copy and paste it here.
If the key doesn’t already exist, click on “Generate API Key”.
3. Here you can set the time interval in which the documents are synchronized. Typically, you set 5 minutes here. The status bar above shows you when the next synchronization is running.
4. File prefix: see under File prefix
5. Documents that have been fully signed can be stored in DATEV as a revision via this switch. Otherwise, documents are always stored with the client as a new version.
6. This button can be used to store the CoC in the document structure of DATEV-DMS. Otherwise, the CoC will be stored as a new document with the client.
7. Change processor: here you can set whether the processor who transmits the documents to tegolySIGN should be entered in DATEV as a document processor.
File Prefix #
The file prefix is prefixed for new files. A new file or document is created when:
- Revisions are not available (document storage)
- Revisions are turned off
- If a file is newly created, it does not originally want to be in PDF format.
If you leave the prefix blank, the file name will not be changed.
Testing the settings #
The connection between DATEV DMS and tegolySIGN can be tested here.
If all tests are successful, the status is displayed in green.
Congratulations, the installation was successful. You can skip the next section.
If not all of them are successful (red), then contact us via contact@tegoly.com
Status #
With the status in DATEV DMS, the documents are assigned a corresponding status in order to filter or search for them, for example.
To do this, a status must first be created in DATEV and then it can be selected in the connector. You can find more information on how to create the status here: Creating a document status – DATEV Help Center
The following settings still have to be made
Go to “Status” in our connector and select the previously created status from the list for the two states of a document. Save your selection. Ready!
You can use the “Reset” button to delete the status.
User (optional) #
In the “Users” tab, DATEV users can be connected to tegolySIGN users. This will assign the documents to the appropriate users.
Sign in with your Microsoft account and follow the instructions. This must be a user from the tenant where tegolySIGN is also installed
..
Once you’ve signed up, you’ll be able to search for the users you want to link.
Select the ones you want to link on the DATEV and tegolySIGN pages and click the “Link” button.
Now you can see the Linked Users in the list. A single link can be deleted at any time from the trash can. Or you can delete the whole list via “Reset”.
Please save the setting before closing the connector.
Proxy #
Here you can set up a proxy server. Please enter the address and port here and go to Save.
