This option allows the creation and deletion of Comma Separated Value (CSV) file Data Import templates for a Document Type. These templates are used by CSV Data Import.exe to import data and documents into e4DM where one CSV file holds multiple lines and each line equates to an individual item or case.
A template name to describe the CSV Import method.
Select the document type required for this indexing template.
Assign indexed docs to this folder
This is a mandatory field. Documents indexed using this template will be assigned
to this document folder.
The character which separates the data (default=comma)
Exclude this template from CSV Data Import Run
Tick this box if the template is not to be updated during data import.
Create New Records
Tick this option if imported data is to create new records in e4DM. If unticked
the import program will update index data for existing items only.
Add Duplicate Records As New
Only available if Create New Records is ticked. The CSV data import server
will check to see if records already exist in the database during data import. If
records already exist the program will treat import data found as an update to existing
records in the database (default). Tick this option if existing records are to be
ignored and new database records are always to be created from the import data.
Import Documents into e4DM
Only available if Create New Records is ticked. If the import data contains
the location of the associated image then tick this option. An extra pane labeled
document field becomes visible if this item is ticked. The CSV
data import server will search for the documents and attach them as documents in
Delete Original Import Documents
Only available if Import documents into e4DM is ticked. If the original document
is to be deleted then tick this option.
Only available if Create New Records is ticked. If ticked, any new records
will start a workflow should SAFIRE workflow be installed
This points to a directory and file which corresponds to the import file. The CSV
data import server will search for this file. If it does not exist then there will
be no import. If it exists it will import it. Once imported it will be renamed with
an YYYYMMDDHHMMSS suffix. Double clicking the Source File box allows the path to
be edited using a standard select file window.
First Row Contains Field Names
Tick this box if the first row in the import file contains column headings.
Explore Sub folders
Tick this box if the source contains a directory and CSV files and images are contained
within the directory's sub folders.
Tick this box if the source contains multi-page tiffs that are to be imported. This
option is only available if the Import documents into e4DM check box is ticked.
Only available if Create New Records is NOT ticked. Tick this box
if CSV file is to imported at short intervals.
Tick this box if the corresponding field in the import file is to be accessed.
The database field name involved.
Allows the assignment of a default value to be associated with this field. If the
field is a data field the mask should describe the date format using D M and Y characters.
Specifies that this field is the key field to search upon to find duplicate entries.
Specifies that this key field must exist IN ISOLATION in a record for any processing
Tick this box if the import data is in a date format
Only available if Import documents into e4DM is ticked. Specifies that this
field contains the location of the associated document.
Saves the Template configuration information.
Deletes the Template configuration information.
Retrieves the first twenty records from the import file and displays them in the
test grid. For information purposes only. No database import is performed.