Setting up Azure Blob Storage for Continia Banking

  • 01/10/2024
  • 5 Minuten Lesedauer

For banks using systems outside of Business Central, Continia Banking’s integration with Azure Blob Storage provides a convenient intermediary platform for managing and accessing files across multiple applications. To get started with Azure Blob Storage in Continia Banking, follow these two steps in the specified order.

  1. In the Microsoft Azure portal, set up a storage account and container for Banking.
  2. In Microsoft Dynamics 365 Business Central, set up Banking for Azure Blob Storage.

Both of these processes are described below.

To set up a storage account and container

Continia Continia Banking bietet leistungsstarke Funktionen zur Archivierung von Belegdateien mit einfacher Integration in Azure Blob Storage. Um Azure Blob Storage zu verwenden, befolgen Sie diese beiden Prozesse in der angegebenen Reihenfolge:

  1. Richten Sie im Microsoft Azure-Portal ein Speicherkonto und einen Container ein.
  2. Richten Sie in Microsoft Dynamics 365 Business Central Continia Continia Banking für Azure Blob Storage ein.

Beide Prozesse werden unten beschrieben.

So richten Sie ein Speicherkonto und einen Container ein

Informationen zum Erstellen eines Azure Blob Storage-Kontos und eines Containers finden Sie unter Erstellen eines Azure-Speicherkontos und Verwalten von Blobcontainern mithilfe des Azure-Portals (Microsoft-Artikel).

So richten Sie Continia Continia Banking ein

So richten Sie die Lösung für Azure Blob Storage ein:

  1. Wählen Sie das Symbol Search, geben Sie Continia Continia Banking Einrichtung ein, und wählen Sie dann den zugehörigen Link.
  2. Wählen Sie im Inforegister Allgemein unter Dokumentspeicherart die Option Azure Blob Storage aus, um die Gruppe mit Einstellungen für Azure Blob Storage zu öffnen.
  3. Geben Sie in den Feldern Speicherkontoname, Speicherkontoschlüssel und Name des Blob-Containers die entsprechenden Werte ein, die Sie beim Einrichten des Speicherkontos und Containers erhalten haben.

To set up the connection in Continia Banking

To set up the connection to Azure Blob Storage in Continia Banking:

  1. Select the Search icon, search for Bank Account Setup, and then select the related link.

  2. The wizard now takes you through the steps to set up the connection. On the Bank Accounts page, go to the bank for which you want to set up a connection with Azure Blob Storage, and in the Communication Type column, select Storage Account and then select Next.

  3. On the Choose Storage Account Type page, select the Storage Account Type.

    Tipp

    Currently, Azure Blob Storage is the only available option. However, we are working on adding support for additional providers, such as SharePoint and OneDrive.

  4. If you set up a connection to Azure Blob storage for the first time, you will be prompted to enter your credentials to authenticate with your Azure Blob Storage account. Enter information for the following fields and select Next:

    • Storage Account Name - enter or copy and paste the Display Name of the Storage Account.
    • Storage Account Key - enter the Primary Key.

  5. Choose Select Container to find the container by using the lookup functionality.

  6. On the ABS Container List page, select the container and select OK.

  7. On the page that displays now, you will see a list of the bank's supported files. You can now specify the paths for the files to set up the connection:

    • Outgoing files - for outgoing files such as the payment files that you send to the bank, specify the path in the file path column. For example, Outgoing.
    • Incoming files - for incoming files such as the bank statement files that you receive from the bank, you must specify the path and file type search pattern. The search pattern must contain at least one asterisk (*). For example, /incoming/*camt053.xml. However, if you have specified a different folder for each file type, you don't need to add a search pattern.