Service description for DRACOON for DATEV

The DATEV-DRACOON interface from BuRKom Solutions synchronizes files between DRACOON products and the DATEV module "DMS". If the DRACOON and DATEV environments have been set up correctly and the interface has been configured correctly, the interface synchronizes the files in 3 steps:

1 Transfer files from DATEV DMS to DRACOON

All documents are read out from the DATEV DMS that are selected with a previously configured export status. For each found file the corresponding client is read out.

Each client receives its own data room in DRACOON, which is created by the interface if it does not exist yet. The folder structure within the client spaces depends on the available metadata of the document.

For the editor of the document a user is created in DRACOON, and the user gets rights on all data spaces which are necessary to get to the files which were created from the corresponding document.

After the files from the document have been stored in DRACOON, the status of the document is changed in DATEV.

2 Delete files from DRACOON according to DATEV DMS specification

The interface reads out all documents that have a previously defined deletion status. Based on the read document numbers, files are searched in the client spaces in DRACOON and these are then deleted.

3 Transfer files from DRACOON to DATEV DMS

In the last step all client spaces in DRACOON are searched for files whose last editor is not the user of the interface.

If a document number can be read from the file name and the file can be uniquely assigned to a file from the document, the file is overwritten (revised) in DATEV if the new file is more current.

If no document number is recognized in the file name, the interface creates a new document in DATEV. Metadata is read from the file path of the file in DRACOON - according to the same pattern as when transferring files from DATEV DMS to DRACOON. Documents created this way also get a special status in DATEV, which has to be defined before.

If the document with the file could be created successfully, the interface reads the document number of the new document and adds it to the file name of the file in DRACOON, so that a new document is not created after every change.

If a file was successfully overwritten or created in a new document, the last editor of the file in DRACOON is set to the user of the interface.