ContinuumEdge File Upload Utility - Simple Document Uploader

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ContinuumEdge File Upload Utility - Simple Document Uploader

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The process for running the ContinuumEdge File Upload Utility - Simple Document Uploader is outlined below:


 Step

  Action

  1

Browse to source folder containing files to upload, and log into the website (domain) and your user account information.  


Press LOGIN.


Select the SIMPLE DOCUMENT UPLOADER and deselect the other options.


Select the SIMPLE DOCUMENT UPLOADER to enter in character strings for processing files.



HELP / COMMENTS:  To ignore all files with a particular extension, set the extension and clear the Prefix, Body and Suffix fields:  Patterns will be tested in the order displayed.  If nothing is found to match the "body" section, the next pattern will be tested.


  • Use "?" for exactly one character
  • Use "*" for any number (including 0) of characters
  • Any other character is expected exactly
  • /\: are all invalid characters
  • Case is ignored.


Examples:


  • c?R will match 3-letter words
  • car, Car, CAR, cur
  • c*r will find everything c?R finds, plus
  • cr and "carbeurator"


Prefix and suffix are ignored, Body is used to match against the document name.


When matching document name, these characters are removed:


 % / \ " ' [ ] - _ , . { }


Example Configuration (PDF Documents).

 2

Press NEW (bottom right) to create a new saved configuration (set of string parameters).  Enter in a name for the new configuration.


Enter in FILE EXTENSION.  After you setup the WATCH folder (which will automatically create a FINISH folder within the watch folder and is the reason they have the same path, but if you want a finish folder to be located somewhere else, you can do so), enter in “pdf” in the FILE EXTENSION box so that it will only process PDF files and place them into the PDF slot in the database, not the NATIVE slot.


Use a “*” for the PREFIX.  Setting a prefix will exclude a set of characters, but because we do not want to exclude anything, we use a “*”.


Use a “*” in front of the common characters of the document names.  


NOTE:  It is very common that you will bulk upload BATCHES of files as their string configuration will change, but its MUCH faster than manually uploading files.  In this image, the application was used to upload P&IDs whereas all of the drawings started with HCP-1-210 then had a “-“, 2 fixed characters “??”, “-“, 4 fixed characters “????”, “-“ and then 2 fixed characters “??”.  As an example, a document ID in the database was HCP-1-210-01-0120-01”.


Use “*” for SUFFIX as you do not want to EXCLUDE any characters.



Match Count.

 3

Hold your mouse over NO MATCHES text (bottom right of pane) and it will list all the documents that meet the configuration parameters and will be processed.


As you can see when I hold my mouse over the MATCH COUNT, it will show me all the files it will process. In this case 1823 files.



Example Uploading (PDF Documents and Drawings).

 4

As you can see, with the configuration I have used, it has found 503 files that match that naming parameter configuration.  


IT DOES NOT MEAN THERE IS AN EQUIVALENT DOCUMENT ID IN CE DATABASE, BUT THAT THE FILE NAME MATCHES THE PROCESSING PARAMETERS. 


CE DOES NOT CREATE THE DOCUMENT RECORD WHILE IMPORTING THE DOCUMENT RECORD MUST BE IN THE DATABSE IN ORDER FOR THE UPLOADER TOOL TO UPLOAD THE FILE INTO THE PDF SLOT.



When the system processes the files and uploads it into the database I typically load up the document manager, and filter out only documents with PDF files uploaded, and when the system processes (uploads) these files, I will periodically refresh the document list and see the number count increase as the documents are uploaded. If the number is very slow in going up, or not at all, then the document does not exist in the database.



After the documents are processed they will be organized in the following sub-folders:


  • Success (files had an equivalent document ID and was uploaded)
  • No Match in database
  • Log (this is for IBS Development Team to help diagnose problems if needed)
  • Evaluation Errors (this is for the uploader person to diagnose how they are configuring the tool (text parameters) as well as the IBS Development Team. Usually I would cut and paste all these files back into the root folder and try process them again with another text parameter setup.  


NOTE:  Uploading NATIVE files is done in a separate process.


Next Training:  ContinuumEdge File Upload Utility - AutoCad Uploader



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