Setting Up Documaker

Your content management system probably requires configuration to create fields to store the indexing data, or metadata. This, too, can be done before installing Documaker Connector.

You must set up Documaker to produce the documents to be archived along with the desired indexing data. You can do this step before or after you install Documaker Connector. This step requires expertise in the following areas:
  • Configuring Documaker
  • Using Document Automation Language (DAL) scripting
  • Using SQL database table definitions

Documaker Connector with the Documaker source is driven by records it retrieves from a database table. Each record represents a document copy produced by a Documaker batch process.

If you are using Documaker Enterprise Edition with Document Factory, these database records are part of the Document Factory processing. Documaker Standard Edition must write the records itself.

The database records contain some fields used to manage the import process, but most importantly contain the data to be imported into your content management system as indexing data. Documaker must write this data into the database record to pass it along to the content management system. You must configure Documaker to properly write these database records along with the documents.

These document copies are intended to be imported into your content management system for the purpose of providing an archive of record. Oracle Documaker is usually configured using Batch Banner and Transaction Banner DAL scripting to control the output of the documents and to write the database records into the proper table.

Be sure to enable both Batch and Transaction Banner processing at the individual Batch:XXX control group being used to write the documents files as well as at the overall Printer control group in Documaker. For more information, see Example INI Configuration section.

Once this step is completed, check the results by running Documaker and manually validating the contents of your database table. Adjust your configuration until the records are properly written into the database table. You do not have to have Documaker Connector installed to complete this setup.