Understanding Data Exchange

The DocuPhase Data Exchange Service is a status-driven utility that uses standard ODBC connections and SQL queries to copy and move data between the DocuPhase and external databases: providing a method for automating the indexing process as documents are captured and sent to the DocuPhase Repository.

Data Exchange Service is a Windows Service that runs in the background and performs tasks determined by an XML configuration file that specifies what to do with each DocuPhase document being processed. This means that Data Exchange requires no user interaction other than initial configuration and set up.

Data Exchange Service provides the following key features:

• Uses Microsoft ODBC Standards for Open Database Connectivity and SQL to not only access, but also update information in external and DocuPhasedatabases
• Key index fields previously indexed can be used to retrieve additional related index values from external ODBC/SQL databases that contain operational data used by your organization
• Utilizes the retrieved index information to update corresponding index fields in the DocuPhase database; thereby, indexing additional index fields for the current document being processed
• Determines appropriate operations for the current document’s document and application types by interpreting specifications provided in the DocuPhase Config.xml file for Data Exchange Service.
• Allows for SQL commands and database access codes to be included in the Config.xml file to configure specifications to update external databases(i.e., databases residing outside of the DocuPhase Platform
• Doesn't require a user-interface since it relies on configuration specifications as noted in previous features described above.