Functional Checklist¶
Function |
Description |
Minimum Requirement |
V er si on |
---|---|---|---|
Connection to SQL Database |
Allow for M-Files IML to connect to a SQL Database using ODBC driver |
Microsoft SQL Server 2008 and above Oracle DB 11 and above ProgresSQL is currently being tested |
1 |
Get binary file data |
Get file data stored in database table and show file in M-Files in both preview and open read only mode. |
1 |
|
Filtered data |
Use standard SQL views to prepare data for the connector. Multiple connections with different filters can be used by using different views is SQL Each view will relate to a separate connection in the configurator |
1 |
|
SQL Schemas |
SQL Schemas other than the default dbo schema can be used |
1 |
|
Multiple Connections |
Each datasource can have multiple connections allowing for a single file data table to show different hierarchies and filters |
1 |
|
Multiple Databases |
Each Connection connects to only one database server. Connecting multiple database servers to a single vault is possible |
1 |
|
Hierarchies to organise unstructured data in M-Files |
Use multiple hierarchies by referencing columns in the source view/table to show the data in drop downs in M-Files Each connection has only one definition for a hierarchy. Use multiple connections to show another hierarchy for the same data |
1 |
|
Promoting file to standard metadata object |
The database File can be promoted to a standard M-Files Class object. The File is retained in the database. Promotion is based on selecting an individual item and changing the class. |
1 |
|
Delete file from database |
When the file is deleted from the database it will disappear from the M-Files view, unless it has been previously promoted |
1 |
|
Pull through related data for the file object |
Use MFSQL Connector to pull through the metadata (e.g. customer, project, etc) related to the file. This can be automated and triggered by a workflow state change. |
MFSQL Connector modules |
1 |
Search on any element of the content of the file or the hierarchy and properties |
M-Files automatically crawls through the files and related data to build a fully searchable index. |
1 |
|
Show any data associated with the file from the database in M-Files as a separate property |
The each database column can be shown as a separate property. This information is retained when the item is promoted. |
Property must be text. |
|
Promote files in bulk |
This is already possible by using MFSQL Connector. However automating it within the context of the DB Connector is targeted for a future release. |
no t ye t av ai la bl e |