This Help topic refers to DocuXplorer Enterprise, and Professional only when the optional Import Engine has been purchased and registered.
The External Data Source File Configuration provides DocuXplorer with the information required to locate documents, place documents in the DocuXplorer Library, and populate index fields. The external data source file must be configured properly to be recognized by the DocuXplorer Import Engine. The file must contain a location in the DocuXplorer Library to store the document file (Cabinet, Drawer, and Folder), the Index Set to associate the documents to, the location of import file on your hard drive, and data to populate the index fields in the Index Set.
This following is an example of an import file in CSV format being read by Notepad or any text editor but any file type is supported via ADO or ODBC connection drivers
"DXCabinet","DXDrawer","DXFolder","DXIndexSet","DXFile","DXOCRTemplate",,"Name","Phone Number"
"Cabinet Name","Drawer Name","Folder Name","Index Set Name",Invoices=0E421CFA7402417C88A0B6BDC77B57D8'',"C:\16445.TIF","Rich","970-768-6698
"Cabinet Name","Drawer Name","Folder Name","Index Set Name",Invoices=0E421CFA7402417C88A0B6BDC77B57D8'',"C:\16445.TIF","Ron","970-768-4444
Line one contains the description of the columns of data, the first five items are required.
DXCabinet = The Name of the Cabinet where the data is to be stored
DXDrawer = The Name of the Drawer where the data is to be stored
DXFolder = The Name of the Folder where the data is to be stored
DXIndexSet = The Name of the Indexes to be used when storing the document
DXFile = The Drive:\Path\File Name or URL ( Uniform Resource Locator) of the document associated with the index information
DXOCRTemplate = The name and Index set ID of the OCR template to use for the document e.g. Invoices=0E421CFA7402417C88A0B6BDC77B57D8 or you can have DX auto classify the document for you e.g. AutoClassify=0 Auto Classification can take longer to process and is best suited for bath scanning processes.
Tip: If the Cabinet, Drawer or the folder defined does not exist in DX it will be created during the import process.
The remaining columns represent the column names defined when creating your Index Set. If a Cabinet, Drawer or Folder does not already exist, the Import Engine will create them for you automatically.
Lines 2 thru 4 is your data in comma delimited format all items surrounded by quotes
An Excel file that could be saved as a CSV might look like the following image.
Tip:
A sample External Data Source File has been provided to test DocuXplorer's Import Engine. Click on this link to see information on modifying the sample file.
When a Static Color Lookup Field is to be populated only a Decimal color value may be used.
When importing data to an Index Field that has the ”r;Use this value when adding a new document” property set to an Auto-Indexing Variable, the imported value for this Index Field will override the Auto-Indexing value. If the import value is blank then the Auto-Index value will be used.