How to Add Document Routing Agent for Non-Prod in Dynamics 365 Finance and Supply Chain

By Jackie Olson | January 20, 2020

How to add document routing agent for non-prod in dynamics 365 finance and supply chain

Question:

I have Document Routing Agent (DRA) and printers set up in PROD. How do I set up DRA in non-prod so I may test print in UAT?

 

Answer:

You will need to install the DRA on a different machine (not the print server being used in PROD).

 

Steps to Add DRA in Non-Prod for Dynamics 365 Finance and Supply Chain:

1. In PROD, go to Org admin> Setup> Network printers. You will see all the printers you have already set up for PROD.

2. Select the printer to see which server the DRA is installed for each of the printer in the list.

3. Next login to your UAT environment and go to Org admin> Setup> Network printers.

If you do not have any printers setup in UAT, you will need to install the DRA on a machine that currently doesn’t have one already. So, if you go back to this same form in PROD and click on each printer there, you will see the servers where you have DRA installed already for PROD. You will need to install a new DRA on a machine that does not have a DRA installed for the UAT environment. You can’t use the same DRA for PROD and UAT. Hence you need a new DRA for UAT. Once you have the DRA installed on this new machine, you can then set it up for your UAT environment and add your check printer to the UAT DRA. Refer to this Microsoft article: Install the Document Routing Agent to enable network printing for details and note the pre-requisites and requirements that are also listed.

Related Posts

Recommended Reading:

5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article
5.5.22 Dynamics GP

The Real Story about the Long-Term Future of Dynamics GP Support

I’ve seen a number of people put forward comment that Dynamics GP is going away and you have to get […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release Part 3 – Financial Enhancements

The Dynamics 365 Businses Central 2022 Wave 1 Release has a lot of new and exciting features to help your […]

Read the Article
4.29.22 Dynamics GP

Dynamics GP Transaction Removals: Bank Reconciliation

  This is part 2 of a 3 part series on Dynamics GP Transaction Removals. These quick tips will hopefully […]

Read the Article
4.28.22 Dynamics GP

Uncommonly Used Features – Integrate Purchasing and Payables to Fixed Assets in Dynamics GP

Being able to integrate Purchasing and Payables to Fixed Assets in Dynamics GP will help you create visibility for your […]

Read the Article

New Features in the Dynamics 365 Business Central 2022 Wave 1 Release Part 2 – Ease-of-Use Features

  There are many new features in the Dynamics 365 Business Central 2022 Wave 1 Release to get excited about! […]

Read the Article
4.22.22 Dynamics GP

Dynamics GP Transaction Removal Series: Receivables

  This is part 1 of a 3 part series on Dynamics GP Transaction Removal. These quick tips will hopefully […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X