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(T0359) Storing Attachments Outside the Database Using the Hybrid Method

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This article is about one of several methods of storing attachments outside the database, which exists in addition to the default of storing attachmenst directly in the database. For more general information on attachments and links to the other methods of storing attachments outside the database, see (T0130) Attaching Files, File Attachments for details on attachments in general.

Hybrid Method

The hybrid method allows you to keep attachments primarily in the database, but additionally designate a centralized location outside the database where attachments can be stored. It works well with the attachment archiving capability provided in the ServiceLedger Administration window for moving older attachments for closed financial transactions out of the database, while ensuring that current attachments are stored in your primary database backups. 

When using this method, the centralized location you choose should be a network location, such as a UNC path or mapped network drive, to which all users will have access. We strongly recommend obtaining training or consulting when setting the database up to use filesystem attachments and especially when changing an existing filesystem attachment setup.

To set this method up, and designate locations, open the Company Preferences window and navigate to the Company pane on the left. On the right hand side, there will be a groupbox for Attachments; the filesystem method is the second option, "Store attachments in the database, but allow archiving to a Windows Shared Folder".

When selecting this option, it is mandatory that you open the correspnoding Attachment Preferences window (using the button below the options) and configure your attachment folders. These locatoins should be subfolders of a network location, such as a UNC path or mapped network drive, to which all users will have access.

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