Documents from Kieselsteinproduction and projects, answers with the source.

The plan is that the initial run takes the old stock to the extent you release; after that, only what is new or has changed is meant to be added. That matters especially for assemblies that have not been built for years: the drawing for the 2009 lot often only exists there, and when a customer wants a spare part for it, the information depends on exactly that document. The same applies when a complaint has to be traced back via serial or batch numbers. How far back the mirroring goes, you decide — year by year, too, if you want to start with the last few years and add more later.

That is the idea: if a document is filed under an item or lot number, this assignment is meant to come along and later appear in the source. If the master data comes along via the export, you can also ask by description instead of by number — handy when nobody in the workshop knows the seven-digit item number by heart. If the same drawing is also in the design folder on the server, both sources can be connected; the answer then states which one it comes from. You will see in a demo what that looks like with your own documents.

As a rule, a version change affects the user interface, but what is mirrored is a directory. It gets tricky when a version jump moves the storage path or the documents move into the database: then nothing new arrives, and in the worst case the sync points to an empty directory. So let us know before a major jump. We will then pause the sync, look together afterwards at where the documents are, and set up the route again. The documents already in your instance remain searchable in the meantime.

You decide that before the first run starts. Permissions are tied to document types and roles: routings and drawings, for example, for everyone in production, costing and contribution margins more narrowly. Customer drawings you received under confidentiality can be kept as a separate document type and shown only to those working on the order. For agency staff or a summer intern, a cut-off date can also be set. Nothing is changed in Kieselstein itself; the permissions there stay as you assigned them.