Pdf xmp metadata viewer SDK control service wpf azure .net dnn sohodox

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Export and Import data

18.1.3

Export data to a Excel file

Sohodox Export can be used to export the documents along with its indexed information from

the Sohodox DB to a Excel file. This export file can be used as a backup or can be used to

import these documents along with its indexed information in other Databases or programs.

You can export your data to a Excel file by clicking the Export button.

To Export Data to a Excel file:

1.In Sohodox, open the DB whose data you want to export.

2.Once the DB is opened, select Workspace > All Documents in the Navigation pane. If you

wish to export data from a Document Type then select that Document Type.

3.Select the Home tab and click the Export button

in the Collaborate group. The

Export wizard will now be launched.

The Start a new Export section displays the DB and the item that is going to be exported.

Click the Next button to go the next page.

5.The data that is going to be exported will be displayed on left pane of the Data Export

window.

6.Select a theme to format the data from the Themes drop down. You can also create a

new theme

by clicking the Customize... button.

7.Select the columns you want to export from the right pane i.e. the Columns pane.

8.You can rearrange the columns order as per your wish by using the Up

and Down

button.

9.Select the item you want to export.

a)If you want to export the data displayed on the current page then select the Export

Current Page option.

b)If you want to export all the data then select the Export All Pages option.

c)If you want to export only the selected data then select the Export Selected option.

10.

Check the Export Column Names option to export the column names (column headers).

11.

Check the Export Documents option to export the documents.

12.

Check the Use full file path option to export the entire path of the file for e.g. C:

\Pictures\Acme.jpg.(This option is only available if the Export Documents option is

checked)

13.Check the Use document title as file name option to export the documents with the

document title as the file name. By default this option is checked. (This option is only

available if the Export Documents option is checked)

14.Click the Next button to go to the next page.

15.

Select the Excel option from the File Type drop down to export the data as a MS Excel

file.

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16.Click the Browse button besides the Destination box to select the destination to save the

exported file. Or type the location to save the file in the Destination box.

17.Click the Export button to begin exporting the data. If you want to view the exported Excel

file then click the Open folder button.

18.

Once the data is exported click the Close button to close the wizard.

To start a new export click the Export More... button.

Go to the previous page click the Previous button located on the top left corner of the

wizard.

Related Topics

Export data to a CSV file

Export data to a HTML file

Export data to a XML file

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243

Export and Import data

18.1.4

Export data to a XML file

Sohodox Export can be used to export the documents along with its indexed information from

the Sohodox DB to a XML file. This export file can be used as a backup or can be used to import

these documents along with its indexed information in other Databases or programs.

You can export your data to a XML file by clicking the Export button.

To Export Data to a XML file:

1.In Sohodox, open the DB whose data you want to export.

2.Once the DB is opened, select Workspace > All Documents in the Navigation pane. If you

wish to export data from a Document Type then select that Document Type.

3.Select the Home tab and click the Export button

in the Collaborate group. The Data

Export wizard will now be launched.

The Start a new Export section displays the DB and the item that is going to be exported.

Click the Next button to go the next page.

5.The data that is going to be exported will be displayed on left pane of the Data Export

window.

6.Select a theme to format the data from the Themes drop down. You can also create a

new theme

by clicking the Customize... button.

7.Select the columns you want to export from the right pane i.e. the Columns pane. You

can rearrange the columns order as per your wish by using the Up

and Down

button.

8.Select the item you want to export.

If you want to export the data displayed on the current page then select the Export

Current Page option.

b)If you want to export all the data then select the Export All Pages option.

c)If you want to export only the selected data then select the Export Selected option.

9.Check the Export Column Names option to export the column names (column headers).

10.Check the Export Documents option to export the documents.

11.Check the Use full file path option to export the entire path of the file for e.g. C:

\Pictures\Acme.jpg.(This option is only available if the Export Documents option is

checked)

12.Check the Use document title as file name option to export the documents with the

document title as the file name. By default this option is checked. (This option is only

available if the Export Documents option is checked)

13.Click the Next button to go to the next page.

14.Select the XML option from the File Type drop down to export the data as a XML file.

15.Click the Browse button besides the Destination box to select the destination to save the

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Sohodox Help

exported file. Or type the location to save the file in the Destination box.

16.Click the Browse button in the Save Settings box to select the destination to save the

frequently used export settings for later re-use. Now, click the Save Profile button to save

the Export Profile.

17.

Click the Export button to begin exporting the data. If you want to view the exported XML

file then click the Open folder button.

18.Once the data is exported click the Close button to close the wizard.

To start a new export click the Export More... button.

Go to the previous page click the Previous button located on the top left corner of the

wizard.

Related Topics

Export data to a CSV file

Export data to a HTML file

Export data to a Excel file

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Export and Import data

18.1.5

Save the frequently used Export settings

Sohodox uses Export Profile to simplify the process of exporting documents. Export Profile is a

collections of frequently used settings which can be saved and reused to export documents.

Instead of specifying these settings every time you export documents, you can specify these

settings once and save them as a Export Profile.

You can create as many Export Profiles as you want.

To Save the Frequently used Export Settings as Export

Profile:

1.In Sohodox, open the DB whose data you want to export.

Once the DB is opened, select Workspace > All Documents in the Navigation pane.

3.Select the Home tab and click the Export button

in the Collaborate group. The Data

Export window will now be launched.

Specify the export settings and go to the last page.

5.Enter a name for the Export Profile in the Save Settings To box. Click the Save button

to save the profile.

The Export Profile will now be listed in the Saved Profile drop-down.

To delete a Export Profile, click the Delete button

besides the Saved Profile box.

You can use the Export Profile to export data, for more info see Use a Export Profile to

Export Data

Related Topics

Export data to a CSV file

Export data to a HTML file

Export data to a Excel file

Export data to a XML file

18.1.6

Use a Export Profile to Export Data

Sohodox uses Export Profile to simplify the process of exporting documents. Export Profile is a

collections of frequently used settings which can be saved and reused to export documents.

Instead of specifying these settings every time you export documents, you can specify these

settings once and save them as a Export Profile.

You can create as many Export Profiles as you want.

To use a Export Profile to Export Data:

1.In Sohodox, open the DB whose data you want to export.

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Sohodox Help

2.Once the DB is opened, select Workspace > All Documents in the Navigation pane.

3.Select the Home tab and click the Export button

in the Collaborate group. The Data

Export window will now be launched.

4.Select the export profile from the Saved Profile drop-down.

5.Click the Export Saved Profile button to begin exporting.

6.Click the Close button to close the wizard.

To delete a Export Profile, click the Delete button

besides the Saved Profile box.

Related Topics

Save the frequently used Export settings

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Export and Import data

18.1.7

Export document to CD/DVD

You can burn documents from within Sohodox to a CD/DVD by using the Export to CD/DVD

option.

To Burn Documents on a CD/DVD

In Sohodox, select Workspace > All Documents in the Navigation pane. The documents

will be displayed in the List View pane.

Select the Home tab and click the Export

drop down in the Collaborate group.

Click the Export to CD/DVD option. The Burn to CD/DVD window will be launched.

Select the burning device from the Choose Device drop down.

Select the burning speed from the Choose speed drop down.

6.Click the Burn button to start the burning process.

To erase a disc before burning the data, select the Erase disc before writing option.

Select Verify disc after burning option to verify the data that has been burnt on the CD/

DVD correctly.

Related Topics

Export data to a CSV file

Back up Sohodox DB

18.2

Import Data

2.1

Import Data from a CSV file

2.2Import Data from Paperport

2.3Folder Monitor

18.2.1

Import data from a CSV file

The Import Data Wizard lets you quickly populate your Sohodox DB by importing data and

documents from a CSV file. Most database and spreadsheet programs can export their data as

CSV files. You can therefore use the Import Data Wizard to move data from any database

program or spreadsheet into a Sohodox DB. This is the fastest way to add a large data to a

Sohodox DB.

You can import your data from a file by clicking the Import button of the Tools tab.

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Sohodox Help

To Import Data from a CSV file:

In Sohodox, open the DB to which you want to import the data from the CSV file.

Select the Tools tab and click the Import button

. The Data Import window will now

be launched.

3.Click the Browse... button besides the Specify the file to import the data from box, to

select the CSV file you want to import.

Note: If you want to import documents along with the indexing data then add a extra

column to the CSV file from which you are importing the data. In this column, enter the

name of the file that you want to import along with the indexing data. If more than one file

is to be imported then enter the names of all the files separated by a pipe ( | ).

4.Click the Next button to go to the next page.

Specify the content (data) of the import file in the Import File contains columns with the

following information section.

a)Select the Documents and Document Type Info option if the CSV file contains

indexing information along with the type of document.

If you select the Documents and Document Type Info option then the Choose

existing document type drop-down option will be available. Select an existing

document type from this drop-down to import the documents and document types

information to it.

b)Select the Documents and Document Type Name option if the CSV file contains the

names of documents and document types.

c)Select the Documents option if the CSV file contains information of only documents.

6.Click the Next button to go to the next page. View the contents of the selected text file

displayed in the Data Preview and enter the information required on this page

7.Choose the delimiter that separates the fields(columns) in the data. You can choose

more than one delimiter.

a)Check the Tab option if the fields (columns) in the data are separated by a Tab

character.

Check the Semicolon option if the fields (columns) in the data are separated by a

semicolon.

c)Check the Comma option If the fields (columns) in the data are separated by a

comma.

d)Check the Space option if the fields (columns) in the data are separated by a single

space.

If the fields (columns) in the data are separated by a character other than tab,

semicolon, comma or space then check the Other option and enter that character in

the box. You can only enter a single character in this box.

8.Check the Treat consecutive delimiters as one option if you want consecutive delimiters

to be treated as a single delimiter. This causes all the consecutive delimiters after the first

one to be ignored during the import. If this option is unchecked consecutive delimiters will

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be treated as empty values during the import.

9.Check the First row contains field names option if the first row of the text file contains the

names of the fields (column headings).

10.Select the character that is used as the text qualifier in the data. Text values which

contain spaces (or any other character specified as a delimiter) must be delimited by a

text qualifier. The double-quote or the single-quote character can be selected as a text

qualifier.

11.Enter the number of the row from which you want the import to start. Use the Start import

at row no. option if you want to skip the first few lines of the text file during the import.

This option does not affect the behaviour of the First row contains field names option

which always uses the actual first row of the file and not the start row.

12.Click the Next button to go to the next page. Use this page to map fields (columns) of the

CSV file to the source fields (columns) of the document type that you have selected to

import the data. The data from CSV fields (columns) will be imported to the source fields

(columns) of the document type.

13.The Choose columns pane displays the columns (data fields) that are in the selected

CSV file and the Selected column contains pane displays the columns (data field) of the

document type that you have selected to import the data.

14.

Select a column in the Choose columns pane and map it by selecting a data field in the

Selected column contains pane. By mapping a column to a data field, you are telling the

system to import the data from the selected column to the selected data field.

If a column in the Choose columns pane contains the name and location of documents

then map that column with the Document List option of the Selected column contains

pane. The Document List option is only available if you have specified on the first page

that the CSV file contains documents.

If a column in the Choose columns pane contains tags of the documents then map that

column with the Tags option of the Selected column contains pane. The Tags option is

only available if you have specified on the first page that the CSV file contains

documents.

If you do not wish to import a column from the Choose columns pane then map that

column with the Do not import option of the Selected column contains pane.

15.

Depending on the data type of the selected data field their respective options will be

displayed in the Options pane.

The following options will be displayed for certain data type

Integer Data Type

Thousands Separator: If the numeric data contains thousands separators select or

enter the character which is used as the thousands separator in the data.

Decimal Separator: If the numeric data contains decimal separators select or enter

the character which is used as the decimal separator in the data.

Date Data Type

Any two digit year should be interpreted as a year between: Control how Sohodox

interprets date values which contain two digit years (for e.g. 03 instead of 2003).

The default time span used by Sohodox is 1930 to 2029. Therefore by default

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Sohodox Help

Sohodox will consider...

Two digit years between (and including) 30 and 99 as preceded with 19, and

Two digit years between (and including) 00 and 29 as preceded with 20.

For example...

By default Sohodox will treat a two digit year such as 30 as 1930 and a two digit

year such 29 as 2029.

You can change the default time span, type in a new ending year.

Date Separator: Select or enter the character which separates the day, month and

year parts in the date value.

Format: Select the sequence in which day, month and year appear in the date value

i.e. the format of the date.

Time Data Type

Time Separator: Select or enter the character which separates the hours, minutes

and seconds parts of the time value.

24 Hour Format: Select this option if you want the time to be shown in 24 hour

format

12 hour Format: Select this option if you want the time to be shown in 12 hour

format

AM Symbol: Select or enter the text which indicates the hours before noon when the

time value is in a 12-hour format.

PM Symbol: Select or enter the text which indicates the hours after noon when the

time value is in a 12-hour format.

Yes/No Data Type

Text to import as 'Yes': While importing data, any value which matches the value

selected or entered here will be considered by Sohodox as a Yes value. You can

also specify a comma separated list of values and any values matching a value in

this list will be treated a Yes value. If the special value {Any Other Value} is selected

then any value except the values specified for Text to import as 'No' will be treated

as a Yes value.

Text to import as 'No': While importing data, any value which matches the value

selected or entered here will be considered by Sohodox as a No value. You can

also specify a comma separated list of values and any values matching a value in

this list will be treated as a No value. If the special value {Any Other Value} is

selected then any value except the values specified for Text to import as 'No' will be

treated as a No value.

Document List

Location: Specify the folder path where the documents to be imported are located.

By default Sohodox selects the folder path containing the text file from which you

are importing the data.

Click the Browse button to change this folder path.

File names are separated by: Select the separator which is used to separate the

names of the documents in Document List field. The default separator selected is

pipe ( | ).

16.Click the Next button to go to the next page. Use this page to specify actions Sohodox

Documents you may be interested