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 where the DATEV DMS is located.
After installation, the connector opens automatically. Now some settings are necessary.
The following settings still have to be made
Enter the path to your database server 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.
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”.
Here you can set the time interval in which the documents are synchronized. Typically, this takes 5 minutes. The status bar above shows you when the next synchronization is running.
This counter can be used to store documents that are fully signed in DATEV as revisions. Otherwise, documents are always stored with the client as a new version.
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
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
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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.