Where Are Deltek Vision Uploaded Files Stored

As a Deltek Vision client, you may have heard the terms FILESTREAM and TDM thrown effectually and may be wondering what they are. To clarify, FILESTREAM and TDM are two different things only piece of work hand in hand to provide the desired functionality in Vision.

FILESTREAM is a SQL technology introduced in SQL Server 2008 to facilitate the storing and management of unstructured or Binary Large OBject (Blob) data (epitome files, word documents, pdf documents, etc.), and ensures transactional consistency between the unstructured data stored in the network file system and the structured data stored in the tables.

Transactional Document Management is a Deltek Vision characteristic that facilitates the uploading of supporting documents (Expense Receipts, Vendor and Sub-Consultant invoices, etc.) and the power to attach those supporting documents to transactions inside Vision. With supporting documents uploaded to Vision it also gives the ability to easily review and print those supporting documents automatically when processing expenses or invoices. You lot can also attach several supporting documents to a unmarried transaction or a single supporting document to multiple transactions for more flexibility.

So How Practise I Get Started with TDM?

The basics of getting TDM enabled in your Vision database are as follows and have about an hr to setup:

1. Enable FILESTREAM on the Vision SQL Server
2. Create the Vision FILES database to store the uploaded documents
3. Enable the FILESTREAM functionality for Vision
4. Start using TDM inside Vision

Benefits of TDM

By enabling TDM yous can:

• Reduce the work of keeping track of your supporting documents in the typical Binder/File construction on your network
• Streamline the process (especially for multi office firms) of allowing employees to scan and upload expense receipts directly to their Expense Reports in Vision instead of the typical procedure of scanning and emailing them to the main office or storing them in the Folder/File network
• A/P and Interactive Billing besides let the uploading of supporting documents to exist attached to invoices, again saving the time and hassle of navigating the File/Folder network structure to find the associated documents

To go a stride farther when supporting documents have been attached to client invoices they can now be viewed by the appropriate project team members hands and also printed with the invoices as they go out to the customer. TDM creates efficiency for accounting as well as staff by having the relevant projection accounting documents easily accessible in a consistent location that is bachelor to everyone that has access to the project.

Caveats of TDM Implementation?

In that location are a few things to call up if you implement TDM in Deltek Vision:

1. Backup the FILES database at the aforementioned time every bit your Vision production database. So if you e'er need to restore Vision to an earlier fourth dimension yous will also need to restore the FILES database from the aforementioned backup to maintain consistency between the two databases.
2. The other consideration is the size of the FILES database. Although there is no limit to the size of the database, if it grows also large y'all may start to feel functioning issues. Equally of now there is no known way to archive or reduce the size of the FILES database. This can be somewhat mitigated by making clear that the files uploaded to TDM need to meet a certain criteria (east.g. All documents uploaded to Vision must be in a PDF format and no more than 200 dpi greyscale scans). Unfortunately there is no way to gear up limits on the files at this time that tin be uploaded to TDM. And then clearly stating some criteria volition help.

For more information on the apply of TDM delight review the following article from Deltek:

macdonaldforrind1950.blogspot.com

Source: https://www.fullsailpartners.com/FSPblog/bid/363934/Understanding-How-Deltek-Vision-Utilizes-FILESTREAM-and-TDM

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