How should the Company ID and Company Name be configured for use with the ImageSilo/PVE XML export?

Description


When setting up an export for the ImageSilo/PVE XML data group format, how should the Company ID and Company Name be configured to avoid duplication of data group ID numbers?

 

Summary


PaperVision Enterprise and ImageSilo use a combination of the Company ID and Company Name to create a unique association when the data group is imported.

This requires every data group ID created to be unique; otherwise data in the PaperVision or ImageSilo project(s) will be overwritten.

To ensure that all data groups created are unique, follow the guidelines and suggestions listed below for each new ImageSilo/PVE XML export.

ImageSilo/PVE XML Export Settings

On the General tab of the ImageSilo/PVE XML export configuration:

  • The Company ID can be modified, but it must be unique. This field holds up to 100 characters, which can be alpha-numeric including space and punctuation marks.
  • The Company Name must be unique for every job configured in PaperFlow. This field holds up to 255 characters, which can be alpha-numeric including space and punctuation marks.
  • The Project Name is not used to create data group ID’s; therefore it does not need to be unique for this export.
  • Initial DG Number is used to create the last nine digits of the first data group ID number.  If you create unique Company ID’s and Company Names, there should be no reason to change the Initial DG Number as PaperFlow automatically manages this number for each export.

An example of two jobs where the ID and Name combinations would result in duplication of data groups:

Company

ID

Company

Name

Project Name Data Group

ID Number

1 ABC Company HR – Employee Files 1-00000001
1 ABC Company Payroll 1-00000001

In the above scenario, both jobs will create data group ID 1-00000001 when the batches are exported. When the HR – Employee Files project is first imported into PaperVision Enterprise or ImageSilo there will be no issue. However, when the Payroll project is then imported into PaperVision or ImageSilo, it will overwrite the HR-Employee Files project.

Using the example above, here is another scenario showing how to adjust the export settings to ensure unique IDs:

Company

ID

Company

Name

Project Name Data Group

ID Number

6113031253 ABC Company - HR HR – Employee Files 6113031253-00000001
7095130360 ABC Company – Finance Payroll 7095130360-00000001

 

By using unique Company ID’s and Company Names, this will ensure that duplicate data group ID’s are not an issue.

Additional options to ensure a unique Company Name include adding the date the export was configured and/or the name/initials of the user who configured the export. ImageSilo customers can also include their Entity ID in the Company Name.

Another option would be to modify the export script directly. Since this option can only be done via the Script Editor (and once this option is used, it will prevent the export Wizard interface from being used), it is recommended that you call Technical Support before using this option.

Export Locking/Counter Path

In addition, if using more than one PaperFlow workstation and the workstations are exporting batches using the same jobs, the Export Locking file (PVDM_CUSTOMCOUNTERS_1.xml) must be shared. This file is used to track previously exported data group IDs so that new exports do not create duplicates.

The Export Locking/Counter Path can be found in PaperFlow under Preferences > System Preferences; by default the path is set to: C:\Program\Data\Digitech Systems\PaperFlow\Batches\ExportLocking

If PaperFlow jobs are being used on multiple workstations, the ExportLocking folder (which includes the PVDM_CUSTOMCOUNTERS_1.xml file) should be copied to a network share, and include any applicable job files. Add this network path to System Preferences for each PaperFlow workstation before processing any manual or automated exports.

Note: The contents of the PVDM_CUSTOMCOUNTERS_1.xml should not be modified without consulting Technical Support. Manually modifying (or deleting) this file can result in duplication of data group IDs.

Feel free to contact Technical Support with any questions or for a more in-depth review of export settings. The toll-free support telephone number is 877.374.3569 – or via email at support@digitechsystems.com

For information on PaperFlow export format settings, see this KB article.

 

Filed under PaperFlow™, R76, R78, R79, R80

Last modified October 13, 2017

Submitted Jan 28, 2016

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