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Import Data and Docs can be used to batch import several files with relevant Index Field data relevant Index Field data defined in either a CSV or an XMLa CSV or an XML. Sometimes, it may be more convenient to use XML files instead of CSVsuse XML files instead of CSVs.  However, in order for GlobalCapture to for GlobalCapture to recognize the data, it has to follow a specific schema. This requires that the SSImp Engine process be running in the Windows Services.

Import Data and Docs GlobalCapture Import

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XML can be imported directly through the processing folder by dropping the XML into (by default) the Processing Folder in GetsmartC:\GetSmart\Processing Folder. This location can be changed by editing the SSIMPORTERWS.exe.config. This will do a direct import, bypassing the Engine. No workflow needs to be constructed for this type of import. This  This is can be a faster, more efficient method for importing bulk data, but .

The XML will have to be formatted slightly differently than the normal Import Data and Docs using GlobalCapture.

Below is an example of such an XML filean XML file:

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<Import>
	<Archive ConnectionID="1" Name="2">
		<Document pass="True">
			<DocFile FileLoc="C:\GetSmart\Processing\Test\test.pdf"/>
			<Fields>
				<Field Name="Vendor Name" pass="True" value="POP"/>
				<Field Name="PO Amount" pass="True" value="110.00"/>
				<Field Name="Vendor email" pass="True" value="pop@pop.com"/>
			</Fields>
		</Document>
		<Document pass="True">
		<DocFile FileLoc="C:\GetSmart\Processing\Test\test1.pdf"/>
			<Fields>
				<Field Name="Vendor Name" pass="True" value="Amazon"/>
				<Field Name="PO Amount" pass="True" value="10000.00"/>
				<Field Name="Vendor email" pass="True" value="cs@amazon.com"/>
			</Fields>
		</Document>
	 </Archive>
</Import>
 

Overview of Schema

• <Import> ... </Import>

  • Master tag for the

    entire XML file

    entire XML file.

• <Archive> ... </Archive>

  • Secondary tag to cover the entire document, but inside the <Import> tag. This is necessary for proper functionality.  ConnectionID refers to the Database ID and Name refers to the Archive ID

• <Document> ... </Document>

  • Information about the document to be imported. You need a <Document></Document> for each document being imported via

    this XML

    this XML.  This tag MUST have pass="True"
    

• <DocFile FileLoc="X:\path\to\document" />

  • The FileLoc property in the DocFile is the full file path to the document.

    The GlobalCapture engine

    The GlobalCapture engine will look for the file in this location.

• <Fields> <Field pass="True" Name="Field Name" value="Field value"> </Fields>

  • Within the <Fields></Fields> tag, you specify the

    relevant index field information

    relevant index field information for the incoming document. You need a <Field /> tag for

    each index

    each index field. The Name and value properties are the Field Name and Field Value, respectively. This tag MUST have pass="True"

Other important information

• All tag names and property names are case-sensitive. If your <Field /> tag says Value instead of value, then the data will not be captured.

• All index fields listed in

  the XML file

  the XML file must be process fields in

  the workflow

  the workflow. If they are not process fields,

  the index field data

  the index field data will be ignored.