Automating Document Imports with Nolij Auto Import and Import

Transcription

1 Automating Document Imports with Nolij Auto Import and Import Mike Binns, Software Engineer Biran Patel, Sales Engineer Nolij Corporation

2 History of Importing Documents Nolij Web Interface Only Custom Loaders Direct to Database (Bad) Auto Import Custom Feeders Import

3 Nolij Web Auto Import (Nolij AI) An extremely customizable framework that gives you the power to turn document importing into a simple, turnkey process as defined by your organization s business logic.

4 The Foundation of Auto Import Windows Service, installed on users computer Running whenever computer is on Watches specified folders on computer When file(s) are added to a watched folder, AI uploads the file(s) to NolijWeb based on defined rules. That s It! Everything else builds on this foundation

5 What is a Nolij Web Document? A Database Entry (kw_wfdocs table) Custom Name File Type (invoice, application, etc ) What student (or vendor) folder it is in Etc A Physical File Actual doc/pdf/tif file

6 The 3 Rules Move Only Simply puts the document on the NolijWeb server Database entries must be created outside NolijAI Batch Folder Puts all documents in one specified NolijWeb batch folder Database & Physical File XML Descriptor File Puts documents in NolijWeb based on criteria in XML file Database & Physical File

7 The 3 Rules Upload physical file Create database entry Folder Already Specified Specify one folder at initial AI configuration Specify folders/details at runtime Move Only Batch XML

8 Standard XML Descriptor Format Folder ID Document Type Document Name (location on local drive) Custom Document Name Filter (Subfolder)

9 Sample XML Descriptor <wrapper> <Index> </Index> <Index> </Index> </wrapper> <Index_ID> </Index_ID> <Type>66</Type> <Doc_Name>c:\nolijimports\fafsa 450.pdf</Doc_Name> <Cstm_Name>FAFSA Jones</Cstm_Name> <Filter>200930</Filter> <Index_ID> </Index_ID> <Type>66</Type> <Doc_Name>c:\nolijimports\fafsa 345.pdf</Doc_Name> <Cstm_Name></Cstm_Name>

10 Nolij Web Auto Import Feeders There are several ways to leverage the Nolij Web Auto Import Utility: Nolij Transfer Print Driver Nolij Web Enable Applications Custom AI Feeders

11 Nolij Transfer (3.x) Use the Destination Path functionality provided in the Nolij Web Interface within Nolij Transfer in conjunction with a Move Files Only Rule begin procedure nolij web! let #nwdbnum = 1 let $nwdoctype = 'WrkDoc' let #nwdoccode = 144 let $nwsrcpath = 'c:\nolij Web Table Utility IO\NolijWeb Data Dictionary\' let $nwsrcfile = 'Nolij Web Data Dictionary v pdf' let $nwfolderid = '733' let $nwfilterid = '' let #nwadduser = 269 let $nwdstpath = 'c:\nolij Web Storage\NW6\TransTest\'! let $nwfunction = 'InitDB'! NOLIJWEB($nwFunction, #nwdbnum)! let $nwfunction = 'AddDoc'! NOLIJWEB($nwFunction, $nwdoctype, #nwdoccode, $nwsrcpath, $nwsrcfile, $nwfolderid, $nwfilterid, #nwadduser, $nwdstpath)! let $nwfunction = 'KillDB'! NOLIJWEB($nwFunction, #nwdbnum)! end procedure

12 Print Driver Use an Adobe PDF Converter driver to create a virtual printer Print documents to Nolij from any application

13 Nolij Web Enable Applications Customize applications to create Save to Nolij Web functionality

14 Custom AI Feeders Work with Nolij Professional Services and Development teams to define and build a Custom AI Feeder to meet your needs. Help us automate the process of adding your documents into Nolij Web.

15 Custom AI Feeders Example 1 This Common App example uses a combination of PDF files and XML descriptor files. The translation query takes a Common App ID and Supplier provided in the descriptor file and determines an EMPLID. All this metadata is then stored in an XML descriptor file format that Nolij AI understands.

16 Custom AI Feeders Example 2 This Scholarship Nomination Loader queries the database for new scholarship nominations and creates corresponding HTML files. Then it creates XML descriptor files using the metadata specified by the dropdown values to be used by Nolij AI.

17 AI > API Nolij Web 6.3 introduced the Nolij Web Web Services API. This new functionality allows safe programatic document importing into Nolij Web without requiring the Auto Import service and client. More on the Nolij Web Web Services API Alcott B 4:15pm

18 Import Introduced in Nolij Web 6.4 Allows manual or rules based importing of s and/or attachments from a users account directly into Nolij Web.

19 Requirements Server: Must support IMAP Most modern servers do Exchange IMAP disabled by default, easy to enable User: System Doctype Permission: Import Html Txt Import Attachment Desired document types (pdf, doc, etc )

20 Import Options Only HTML (rich text) TXT (Plain Text) Attachment(s) only Both

21 Import Types Manual Manually navigate folder structure View documents in chosen folder Import selected documents into currently selected Nolij Web folder

22 Import Types On Demand Rule Based Create a rule linking an folder to a Nolij Web folder Specify options: Import Rich Text, Plain Text, or None (attachment only) Automatically index as type Include Attachments Automatically index attachment(s) as type Run on demand: Run individual rules Run all rules

23 Import Types Automatic Rule Based Exact same as On Demand Rule Based Rule triggers whenever an enters the configured folder