Retrieval Pane

User can input a query,and view results. There are two types of queries: Repository and Database.

Query

User can retrieve captured images from PSI:Capture’s built-in repository for document types that have a “Retrieval” workflow step.

Query Type

Select between one of the two query types: Repository or Database.

Query Parameters (Repository)

User can choose which repository and document type to search in.

By clicking “Manage,” the user can add or delete repositories via the “Manage Search Repositories” window. This must be done first before it will appear in the “Repository to Search” drop-down list. Simply point to the same directory as defined in the retrieval workflow of Document Type configuration.

Query Parameters (Database)

User can choose which database and table to search in.

By clicking “Mange” the user can add or delete databases via the “Manage Search Databases” window. This must be done first before it will appear in the “Database to Search” drop-down list.

Add/Edit

Brings up the “Database Configuration” dialog box.

The supported Database Types selected via a drop-down menu are:

  • Microsoft Access
  • Microsoft SQL Server
  • Oracle
  • IBM DB2
  • IBM Informix Dynamic Server
  • ODBC Complaint
  • OpenLink Virtuoso Server

Define a Database by clicking the “Select” button.

This brings up the “Database Connection Setup” dialog box. User can then browse for a database. Enter ID login if the targeted database requires user authentication. Click “Test Connection” to test accessibility.

Query Definitions

User can define the search criteria to run a query.

Simple Query

One or more expressions can be defined using multiple index fields.

The operator for the expressions is set using the drop-down list.

 

 

 

 

 

Query Builder

Works exactly the same as the Simple Query, except the same index field can be used more than once in multiple expressions, further narrowing the search.

Once the expressions have been specified, click “Search” to initiate the query.

Query Results

The results of the query are displayed. Each column can be sorted and filtered by clicking on the column heading or the filter tool.

 Notes

 View existing note(s) or attach new note(s) to a desired document.

 

Selecting the “New Note” button will bring up the “Document Note Entry” dialog box. Note and author information are composed here.

Edit Index Data

 Index data for a desired document can be changed.

NOTE: The ability to attach notes and edit index data is only available to Repository Query Results.