FILERO Automatic Data ExchangeR

Importing and exporting structured data

FILEROader is a new program for importing and exporting structured data to and from FILERO. The data source and/or destination is Microsoft Excel.

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With FILEROader, the user is able to import large amounts of structured data into FILERO quickly and conveniently. The configuration process is intuitive and allows the user to control every aspect of the import and export process and to adapt the procedure to his own requirements.

Conversely, FILEROader also offers the user the opportunity to export data from the FILERO system to an Excel spreadsheet for further use. The whole process is quick, efficient and reliable. All steps of the import/export process are logged so that the user can re-examine and verify every single step.

Exporting structured data from FILERO made easy

The export of data from data records in FILERO to an Excel spreadsheet is extremely straightforward with FILEROader. You only need to decide which data you want to export from FILERO – then you can get on with configuring FILEROader straight away.

FILEROader uses the structures from your FILERO system for a controlled and straightforward configuration. The archive structures and the classes from the FILERO system are offered to the user for selection. This means that class, field and archive names do not need to be manually entered – therefore errors are drastically reduced. Due to this approach, jobs can be configured extremely quickly.

A list of all fields from the selected class is displayed and the user can then specify from which fields data should be exported. Additional options at this stage include the export of FILERO-specific attributes such as the FID (FILERO ID Number) and the Parent ID.

As soon as the relevant fields have been selected, a column in the Excel spreadsheet needs to be allocated for each field. Once this is completed, the settings completed by the user are saved as a configuration file. This configuration file can be renamed or changed at any time and remains available for re-use at all times. This configuration file is used to carry out the export process. The user is only required to enter a search string which will deliver the appropriate data records for export (up to 50,000).

The results are saved locally and then can be opened in Microsoft Excel. This is made simple by a small add-in button in Excel: Open FILEROader data file.

Importing structured data to FILERO

When importing data, the user is prompted to specify certain settings with reference to searching, new data record creation and changing existing data in FILERO. There are a multitude of flexible options – a user can, for example, specify whether existing data in FILERO should be overwritten or whether new data records should be created.

After all setting have been completed by the user, the configuration file is saved. If several Excel files have exactly the same structure, the same configuration file can be used as many times as required. The import process can be carried out as soon as the Excel file has been saved using the add-in Save as FILEROader data file. The data is then archived in FILERO according to the settings which were configured. During the import to FILERO, each data record is processed in turn and the information obtained is transferred.

Complete verifiability of the entire process

Due to the fact that the results are intermediately stored locally, the best possible performance is ensured and detailed protocols are created along with data files containing any data records which were unsuccessfully transferred.

A log file/protocol is created for each import/export job run. Every data record is listed – whether successfully or unsuccessfully transferred. Any associated error messages are included. If there are any unsuccessfully transferred data records, these are stored together in a new data file. This file can then be edited and used again for a renewed job run.

Technical requirements

FILEROader and the Excel add-in are installed on a Client PC. FILEROader can work with multiple FILERO systems (but a separate licence is required in for each individual FILERO system used).

FILEROader can be installed on one or more Windows PCs with the following operating systems: Windows XP, Windows Vista or Windows 2003.

Client PC hardware requirements:
  • Processor: 400 MHz-Pentium or equivalent processor (minimum); 1-GHz-Pentium or equivalent processor (recommended)
  • RAM: 96 MB (minimum); 256 MB (recommended)
  • Hard drive: Up to 500 MB of available disk space is required
  • Excel version: 2003 or 2007 must be installed on the PC client.

Straightforward import/export of data without any need for programming skills.

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