Knowledgebase
How to setup connection with external databases to fill up index values in Docsvault?
Posted by Latika on 12 January 2015 01:13 AM
You can query external databases to populate document profile values by linking any index in Docsvault with any SQL based external database. This feature is very useful in using real time data to fill up document profiles from say your CRM or accounting software. 
 
Setting up this link with External Databases involves following 3 steps from Profile & Indexes > Indexes section in Docsvault Server Manager dialog.
1. Installing ODBC drivers on Docsvault server for the external database
2. Creating a System DSN for the external ODBC data source
3. Creating a reference in Docsvault to the external data source