Add and Modify Import Job

This Help topic refers to DocuXplorer Enterprise, and Professional only when the optional Import Engine has been purchased and registered.

If any of thee options below are disabled check and make sure that you have read Write access to the data files under Tools | Options | Import.

External Data Source File Configuration

1. Click the button to the right of the Connection String input box.

2. Click the <Connection> tab.

3. Click <Use Connection String>.

4. Click the <Build> button.

5. Click the <New> button.

6. Select "Microsoft Text Driver (*.TXT; *.CSV)"

7. Click the <Next> button.

8. Enter any name to save the DSN information.

9. Click <Next> and then <Finish>.

10. The ODBC Text Setup screen will open.

11. Uncheck the "Use Current Directory” check box.

12. Click the <<Select Directory> button.

13. In the dialog box that opens, navigate to the directory that contains your .CSV file.

14. Click the Ok button.

15. The ODBC Text Setup screen will open again.

16. <Click the Ok button at the top of the screen.

17. <Click the Ok button at the bottom of the screen.

18. The ”Select Data Source” screen will open again, just click the Ok button.

19. The ODBC Text Setup screen will open again.

20. Click the Ok button at the top of the screen.

21. The Data Link Properties screen will open again.

22. Click the Ok button.

23. The Database Login screen will open.

24. Click the Ok button.

25. Click the ”Down Arrow” and select the ”.CSV” file you want to run.

26. Click the <Source Information> tab to ensure the process was successful.

27. Click the <Save Job> button.

1. Click the button to the right of the Connection String input box.

2. The Data Link Properties dialog box will open

3. Click the <Connection> tab.

4. Click <Use Connection String> Radio button.

5. Click the <Build> button.

5. The Select Data Source dialog box will open.

6. Click the <New> button.

7. The Create New Data Source dialog box will open.

8. Select ”Microsoft Excel Driver [*. XLS]

9. Click the <Next> button.

10. Enter any name to save the DSN information.

11. Click <Next> and then <Finish>.

12. The Excel ODBC Microsoft Setup dialog box will open.

13. Select the Excel version from the drop down list (Excel 2000 should work with later versions of Excel).

14. Click the <Select Workbook> button.

15. The Select Workbook dialog box will open.

16. Navigate to the directory that contains your Excel file.

17. Select the . XLS file.

18. Uncheck the Read Only check box.

19. Click the Ok button.

20. The Excel Setup dialog box will open.

21. <Click the Ok button at the top of the screen.

22. <Click the Ok button at the bottom of the screen.

23. The ODBC Microsoft Excel Setup dialog box will open.

24. Click the Ok button at the top of the screen.

25. Click the Test Connection button to ensure the connection is ok.

26. The Data Link Properties dialog box will open.

27. Click the Ok button.

28. The Database Login screen will open.

29. Click the Ok button.

30. Enter the name of the Excel worksheet containing the Source Information into the <Source File> input box.

31. Add the Dollar Sign ”$” to the end of the name.

32. Enclose the resulting name with the ”`” character. This character resides on the Tilde ”~” key just above the Tab key on the left side of the keyboard. Ex. `Sheet1$`.

33. Click the <Source Information> tab to ensure the process was successful.

34. Click the <Save Job> button.

1. Click the button to the right of the Connection String input box.

2. The Data Link Properties dialog box will open

3. Click the <Connection> tab.

4. Click <Use Connection String> Radio button.

5. Click the <Build> button.

6. The Select Data Source dialog box will open.

7. Click the <New> button.

8. The Create New Data Source dialog box will open.

9. Select ”Microsoft Access Driver [*.MDB]

10. Click the <Next> button.

11. Enter any name to save the DSN information.

12. Click <Next> and then <Finish>.

13. The ODBC MS Access Setup screen will open.

14. Click the <Select> button in the Database box. A dialog box will open.

15. Locate and select the Microsoft .MDB file in the dialog box.

16. Uncheck the <Read Only> and <Exclusive> check boxes.

17. Click the Ok button.

18. The MS Access Setup dialog box will open.

19. <Click the Ok button.

20. The Data Source dialog box will open.

21. Click the Ok button.

22. The MS Access Setup dialog box will open.

23. Click the Ok button.

24. The Data Link Properties dialog box will open.

25. Click the <Test Connection> button to test the connection.

26. Click the Ok button.

27. The Import Properties dialog box will open.

28. Click the <Source File> ”Down Arrow” and select the MS Access Table to use.

29. Click the <Source Information> tab to ensure the process was successful.

30. Click the <Save Job> button.

The choice to delete records, attachments or source files will be defined by your use of the Import Engine. For example if you are testing a source file you may choose not to delete the records from it to reuse those records. You may also wish to leave the document attachment in place so that it can be used again. Or if you are running multiple Import Jobs continuously you may wish to delete the source file to automatically run the next job.

Add and Modify Import Jobs

External Data Source File Configuration