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

Database Integration

Unprecedented Control of Database Interactions

Open database integration can be configured to interface with and operate on any database.Open database integration is a powerful feature of SimpleIndex® that furthers interoperability with custom programs. Instead of using a proprietary database, SimpleIndex allows you to map 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

Simple Index simplifies database processing by Indexing & autofilling existing dataSimpleIndex’s Autofill feature 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 key values entered by the user. Then blank index fields are automatically filled with the lookup data. After entering only one field, data autopopulates, resulting in a document database.

The key field may be typed by the user or 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.

Custom Code Extensions for Autofill and Export

Custom Autofill and Export functions extend functionality to use APIs and web services, allowing users to directly interface with any application to populate and export document data.Customized  Autofill and Export functions extend this functionality to use APIs and web services to populate or export index data when a direct database connection is not possible. This allows you to directly interface with any application to populate and export document data.

An example is our ChatGPT document analysis service, which uses the same extension interface to provide AI document analysis results that can be used for classification and natural language data extraction.

      

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.

XML and JSON Data Sources

SimpleIndex also has the ability to read data directly from XML and JSON files. Many document management and cloud storage platforms provide document metadata in XML and JSON files whenever you attempt to migrate data, along with corresponding files that may or may not have logical filenames. Use SimpleIndex to extract the data from these files, organize the documents, and migrate the metadata to a database or new document management platform.

Output to XML or Any Text Format

SimpleExport outputs to XML orany text file that is integratable with third-party databases

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.

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How do I export index data to a database?

Please refer to the Wiki Documentation for the complete Export reference.

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.

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