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XSLT to transform text file formats like CSV and XML to different schemas.

Database Integration

Monday, 07 November 2022 by Simple Software

Unprecedented Control of Database Interactions

Open database integration is a powerful feature of SimpleIndex® and one that furthers its interoperability with custom programs. Instead of using a proprietary database, SimpleIndex allows you to map its index fields to cells in any database table. It can be configured to create new records, update existing ones or retrieve them for viewing. Using these three basic database functions, SimpleIndex is able to interface with and operate on any database.

Automatic Indexing Using Existing Data

The Autofill feature of SimpleIndex is an easy way to associate many index fields with one document without retyping data that already exists in another database. Autofill uses a database lookup to retrieve records that match a key value entered by the user. Blank index fields are then filled in automatically with the data from this lookup. The result is a document database with many different possible search fields, of which only one needed to be entered during scanning.

The key field may be typed by the user, or it may be read from the document automatically using barcode recognition or OCR. The lookup is performed either when the user changes this field or when the index values are saved. If the lookup finds multiple matching records, the user will be notified and the first set of values will be used by default.

When used with pre-index batches, key information can be read automatically from barcodes or OCR and matched to database records with a single click. Search on up to 99 index fields without a single keystroke!

Output to XML or Any Text Format

SimpleIndex offers direct export to pre-formatted XML files, as well as the SimpleExport module that can output any XML schema or text file format.

SimpleExport makes it possible to integrate with any third party database, application, or document management systems (DMS) that accept an XML or text file import.

SimpleExport converts the index values from a SimpleIndex job to any output format through XSL Transformations (XSLT). You may use one of the built-in scripts to export to a pre-defined system or design your own. SimpleExport runs automatically after each batch is exported, or it can run as an unattended Windows service.

SimpleExport can also be used as a standalone application for automating XSLT transformations, converting CSV or TSV (delimited text files) to XML, converting images to base64 or integrating other scanning applications with third party software.

Match and Attach Mode

SimpleIndex features “Match and Attach” mode, which combines the power of the Autofill feature with the ability to update existing records in your database. This lets you “attach” images to existing database records by “matching” them with values from SimpleIndex.

With other systems you must create a temporary database and write a custom import to match the scanned images to existing records. When indexing with OCR or barcode recognition, the entire process can be accomplished with our 1-click interface.

 

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Knowledge Base Articles for Database Integration

  • Oracle database is slow to respond
  • What is Document Imaging?
  • Using alternate database schemas
  • Multiple Sort Fields on Search
  • Access Database Connection String
  • How do I delete an image and it's database entry?
  • Is it possible to search for and retrieve documents with Windows desktop search?
  • Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?
  • How do I use the Media Wizard to create searchable DVDs or thumb drives?
  • How do I export index data to a database?
CSV, Database, Database Autofill, Document Automation, Document Management Software, Document Retrieval, File Indexing, MS Access, ODBC, Oracle, Server OCR, SharePoint Scanning, SQL Server, Workflow, Workflow Software, XSLT
CSVDatabaseDatabase AutofillDocument AutomationDocument Management SoftwareDocument RetrievalFile IndexingMS AccessODBCOracleServer OCRSharePoint ScanningSQL ServerWorkflowWorkflow SoftwareXSLT
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How do I export index data to a database?

Wednesday, 28 February 2018 by dwilder

There are a variety of ways to connect to your database. Detailed instructions are provided in the Manual (check the Help menu). Here is a brief overview of the steps involved:

-Create a job configuration to scan and index files
-On the database tab, set the “Database Mode” to “Insert New Records”
-To use ODBC, enter the data source name or file in Data Source
-To connect directly, select your database type under “Select a Data Source” and click Start. A series of dialogs will prompt you for database connection information.
-Select destination Table or View and click Reload
-For each index field, select the corresponding database field that will receive that field value
-The “Output File Field” will receive the path to the exported file

Once you have created records in your database in “Insert” mode, you can change to “Retrieve and View Records” and use SimpleIndex or SimpleSearch to search and view the files.

CSVDatabaseDocument Capture SolutionDocument RetrievalMS AccessMySQLODBCOracleServer OCRSharePoint ScanningSQL ServerWorkflowWorkflow SoftwareXMLXSLT
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  • Published in Database & Retrieval, Export
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