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.

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