This Help topic refers to DocuXplorer Enterprise, and Professional only when the optional Import Engine has been purchased and registered.
If any of thee options below are disabled check and make sure that you have read Write access to the data files under Tools | Options | Import.
Add a new Import Job from the Import Engine Desktop.
To add an Import Job:
On the Toolbar click the Add icon to open the Import Job Properties dialog Box
or
Select Add Import Job from the File Menu item on the Menu Bar to open the Import Job Properties dialog Box
Enter a Job Name
Create a Connection String by highlighting the field and clicking on the three dots to bring up the Data Link Properties dialog/Provider tab.
Special Note: Microsoft ODBC Engine does not like files that have dashes or spaces in them
Select a data type to connect for this Import Job. Additional help is available for this dialog from the help button in the dialog box.
Click here to see instructions on how to create a Connection String for a CSV file.
1. Click the button to the right of the Connection String input box.
2. Click the <Connection> tab.
3. Click <Use Connection String>.
4. Click the <Build> button.
5. Click the <New> button.
6. Select "Microsoft Text Driver (*.TXT; *.CSV)"
7. Click the <Next> button.
8. Enter any name to save the DSN information.
9. Click <Next> and then <Finish>.
10. The ODBC Text Setup screen will open.
11. Uncheck the "Use Current Directory” check box.
12. Click the <<Select Directory> button.
13. In the dialog box that opens, navigate to the directory that contains your .CSV file.
14. Click the Ok button.
15. The ODBC Text Setup screen will open again.
16. <Click the Ok button at the top of the screen.
17. <Click the Ok button at the bottom of the screen.
18. The ”Select Data Source” screen will open again, just click the Ok button.
19. The ODBC Text Setup screen will open again.
20. Click the Ok button at the top of the screen.
21. The Data Link Properties screen will open again.
22. Click the Ok button.
23. The Database Login screen will open.
24. Click the Ok button.
25. Click the ”Down Arrow” and select the ”.CSV” file you want to run.
26. Click the <Source Information> tab to ensure the process was successful.
27. Click the <Save Job> button.
*
Click here to see instructions on how to create a Connection String for an Excel file.
1. Click the button to the right of the Connection String input box.
2. The Data Link Properties dialog box will open
3. Click the <Connection> tab.
4. Click <Use Connection String> Radio button.
5. Click the <Build> button.
5. The Select Data Source dialog box will open.
6. Click the <New> button.
7. The Create New Data Source dialog box will open.
8. Select ”r;Microsoft Excel Driver [*.XLS]
9. Click the <Next> button.
10. Enter any name to save the DSN information.
11. Click <Next> and then <Finish>.
12. The Excel ODBC Microsoft Setup dialog box will open.
13. Select the Excel version from the drop down list (Excel 2000 should work with later versions of Excel).
14. Click the <Select Workbook> button.
15. The Select Workbook dialog box will open.
16. Navigate to the directory that contains your Excel file.
17. Select the .XLS file.
18. Uncheck the Read Only check box.
19. Click the Ok button.
20. The Excel Setup dialog box will open.
21. <Click the Ok button at the top of the screen.
22. <Click the Ok button at the bottom of the screen.
23. The ODBC Microsoft Excel Setup dialog box will open.
24. Click the Ok button at the top of the screen.
25. Click the Test Connection button to ensure the connection is ok.
26. The Data Link Properties dialog box will open.
27. Click the Ok button.
28. The Database Login screen will open.
29. Click the Ok button.
30. Enter the name of the Excel worksheet containing the Source Information into the <Source File> input box.
31. Add the Dollar Sign ”r;$” to the end of the name.
32. Enclose the resulting name with the ”r;`” character. This character resides on the Tilde ”r;~” key just above the Tab key on the left side of the keyboard. Ex. `Sheet1$`.
33. Click the <Source Information> tab to ensure the process was successful.
34. Click the <Save Job> button.
Click here to see instructions on how to create a Connection String for an Access database file.
1. Click the button to the right of the Connection String input box.
2. The Data Link Properties dialog box will open
3. Click the <Connection> tab.
4. Click <Use Connection String> Radio button.
5. Click the <Build> button.
6. The Select Data Source dialog box will open.
7. Click the <New> button.
8. The Create New Data Source dialog box will open.
9. Select ”r;Microsoft Access Driver [*.MDB]
10. Click the <Next> button.
11. Enter any name to save the DSN information.
12. Click <Next> and then <Finish>.
13. The ODBC MS Access Setup screen will open.
14. Click the <Select> button in the Database box. A dialog box will open.
15. Locate and select the Microsoft .MDB file in the dialog box.
16. Uncheck the <Read Only> and <Exclusive> check boxes.
17. Click the Ok button.
18. The MS Access Setup dialog box will open.
19. <Click the Ok button.
20. The Data Source dialog box will open.
21. Click the Ok button.
22. The MS Access Setup dialog box will open.
23. Click the Ok button.
24. The Data Link Properties dialog box will open.
25. Click the <Test Connection> button to test the connection.
26. Click the Ok button.
27. The Import Properties dialog box will open.
28. Click the <Source File> ”r;Down Arrow” and select the MS Access Table to use.
29. Click the <Source Information> tab to ensure the process was successful.
30. Click the <Save Job> button.
Click the Next button to select the Connection Tab
Enter the path to the database you are to connect to along with user names and passwords, if any.
Click OK
Log in to the selected database
Type in the path to the database in the Database Path field
Type the name of the Source File into the Source File field. The Source File is the database or TXT file that DocuXplorer uses for information on the Import Job.
Select Processing Options - only available from database files, not available from a text or Excel file.
Select Delete Record if you wish to delete the record from the source file
Select Delete Attachment if you wish to delete the attachment (document file) from your hard drive
Select Delete Source File if you wish to delete the entire source file from your hard drive
Tip:
The choice to delete records, attachments or source files will be defined by your use of the Import Engine. For example if you are testing a source file you may choose not to delete the records from it to reuse those records. You may also wish to leave the document attachment in place so that it can be used again. Or if you are running multiple Import Jobs continuously you may wish to delete the source file to automatically run the next job.
Test the connection by selecting the Source Information tab to see the columns that make up the Source File
Click On Source Information | Structure to preview the fields for the information that will be imported
Place a check mark in the Key Fields to identify which columns should be used to locate an existing document for updating. Leaving all fields unchecked will instruct the import engine to add documents without trying to locate them first.
Click on Save & Close to save your changes an close the dialog
Click on the red X will cancel your changes
Click on Source Information | Data to preview the information that will be imported
Click on Save & Close to save your changes an close the dialog
Click on the red X will cancel your changes
Modify an Import Job
Users can modify import jobs by right clicking on the Import Job in the Import Engine Desktop or clicking on the properties icon 
on the Icon Toolbar, or simply selecting the Import Job and hitting the F11 shortcut key. Change the properties screens as seen in Add a new Import Job to modify your Import Job. Users can also use the F2 shortcut key or select the edit icon
on the Icon Toolbar to change properties on the Desktop Import Job List View.
DocuXplorer has provided a sample External Data Source File in CSV (text) format for users to create a sample Import Job.
To create your sample Import Job you must first edit the External Date Source File. The External Data Source File is located for Professional and Trial installations in C:\Program Files\DocuXplorer 4\Templates\Import Engine\TestImportFile.txt. For Enterprise the External Data Source file is in ?:\DXDOCS\DXInstall\Import Engine\TestImportFile.txt.
Text in the External Data Source File is formatted as follows;
"DXCabinet","DXDrawer","DXFolder","DXIndexSet","DXFile","Subject"
"DXCabinet","DXDrawer","DXFolder1","All Documents","C:\Your File Name Here","Subject-1"
Please modify this text to reflect the Cabinet, Drawer and Folder to create or be used to store these documents in the DocuXplorer Library. The Index Set to be used. The location and file names on your hard drive for the documents to be imported. Also make sure you have modified the header to reflect you Index Set with the index Field names (i.e. Subject) and for each record/document, the data to be populated and associated to each document.
Once the External Data Source Field has been modified you can Add a New Import Job and run it to test.