Running the ERM Service

In order to process ERM documents, the doc-link ERM Capture Service must be running.  If the service is not running, documents will remain in the ERM input source(s) until the service is turned on. There may be times, however, when you want to stop the ERM service. 

While the doc-link ERM Capture Service is running:

1. When ERM detects a file to be processed, file information is displayed on the History tab of the ERM Input Source Processing section in Service Monitor (Service Monitor > doc-link ERM Service > Management > ERM Input Source Processing > History).
   1. The file status is set to 'Pending'.
   2. As soon as ERM begins processing, the file status is updated to 'Processing'.
2. When ERM successfully processes a file, the file status updates to 'Processed'.
   1. The processed document is then displayed in the appropriate Documents sub-folder (i.e., Complete, Incomplete, Rejected, Pre-Indexed).
   2. processed file is moved to the Archive folder, as defined on the Service Monitor > doc-link ERM Service > Management > Service Configuration > Advanced tab.
3. When ERM is unable to process a file, the file status is updated to ‘Error’ and the file is moved to the Reject folder, as defined on the Service Monitor > doc-link ERM Service > Management > Service Configuration > Advanced tab.
   1. To review why a file is in error, click on the corresponding row in the grid of the active ERM input source and review the Properties information in the lower section of the window.
   2. Click on Reject Info to identify the problem with the file.
   3. You can reprocess ERM error files, once the errors have been corrected. For more information about reprocessing ERM error files, click here.

To Start, Stop, or Restart the ERM Service (Windows)

1. From the Windows Start menu, type services.msc in the Run box.
2. Locate doc-link ERM  Capture Service in the details pane. If "Started" is displayed in the Status column, ERM Capture Service is currently running. If the Status column is blank, the service is not running.
3. To change the status of the service, right-click doc-link ERM Capture Service and select either Start, Stop, or Restart from the menu.

To Start or Stop the ERM Service (Service Monitor)

1. From the doc-link Administration tab, click on the Service Monitor tile.
2. In the Services tree window click doc-link ERM Service to display the ERM Service Dashboard.
3. Locate the Service Status box in the bottom right-hand corner of the window.
4. If the service is "Running", click Stop. The server status will update to "Stopped."
5. If the service is "Stopped", click Start. Wait a few seconds, then click the Refresh button to see the service status update to "Running."

To monitor the ERM Service (Service Monitor)

1. From the doc-link Administration tab, click on the Service Monitor tile.
2. In the Services tree window, expand the doc-link ERM Service > Logs > Active node to display the ERM Service Log.
3. Information in this grid is based on log level set on the service dashboard.

To set the log-on properties for the ERM Service (Windows)

1. From the Windows Start menu, type services.msc in the Run box.
2. Locate, then right-click doc-link ERM Service and select Properties.
3. Click the Log On tab.
4. In the Log on as section, select This account.
5. Enter the User and Password for the account that will be used to run the service. This identity should be a domain account and part of the local administrator group.

   Also, make sure the log on account specified here has access to the printers used for secure printing.

ERM

Configure an ERM Printer

Configure the ERM Service

Configure ERM for a Document Type

Configuring Multiple ERM Services

Capturing Documents via ERM

Troubleshooting ERM

Other ERM Information