A DII (Document Image Information) file is a text file formatted to batch load summaries with images into a Summation database. Loading database summaries and image information using a DII file is more efficient.

For more information on setting up the imaging system and an explanation on the structure of a DII file, see the Document Image Information (DII) File TechNote at:
http://support.summation.com/knowbase/technotes/TN_ALL_The_DII_File.htm

Tutorial Steps

Preliminary Steps

To help ensure the succesful load of images using a DII file, the following steps should be taken prior to loading:

1. Open the case into which you want to load the images.
2. Back up your database. (From the Case menu, select Tools, Backup Database, and Backup.)
3. Verify the location that Summation has designated for images for this case (the @I value for this case). (From the Case menu, select Customize to open the Case Directory Customization dialog box.)
   
   Note the value in the Image Location field. The default value for this field is a single folder name (such as IMAGES). If the Image Location field contains a folder or folders without a drive letter, then this location is relative to the path in the Case Directory field. However, if the field contains a drive letter followed by a path, then this is the absolute value of Summation’s image path for this case.
   
   Most of the time, the Image Location is relative to the Case Directory path. To verify the complete path, simply connect the Image Location value to the end of the Case Directory path. You may want to copy and paste these values to a Notepad document to keep track of them.
   
   Example:
• Case Directory field - :\PROGRAM FILES\SUMMATION\BLAZE\CASEDATA\MY NEW CASE\
• Image Location field - IMAGES
• Complete image path - C:\PROGRAM FILES\SUMMATION\BLAZE\CASEDATA\MY NEW CASE\IMAGES

The image path is the location that Summation has designated for the images for this case (the @I value for this case.)

4. Verify the images path in the DII file by opening a text editor and locating the image path after the @D token.

   Example: Sample DII-01 shows the following value:

   @D @I

   @D is the default directory of the image files. @I is a value that works in conjunction with the @D token to load the image path into Summation’s database. Using the previous case image path example, the @D line would be converted by Summation as C:\PROGRAM FILES\SUMMATION\BLAZE\CASEDATA\MY NEW CASE\IMAGES\

   @I is used to specify the image location. Alternatively, @V or a hard-coded path can be used to designate the Images directory. This tutorial assumes that the DII file is using @I, since that is the most common syntax. If your DII file uses @V or a hard coded path, see @V Designations and Hard-Coded Path Designations respectively.

The image path can be extended by appending additional subdirectories after the @I value.

Example: @D @I\testdata\01

Continuing with the previous example, this @D line would be converted by Summation as C:\PROGRAM FILES\SUMMATION\BLAZE\CASEDATA\MY NEW CASE\IMAGES\TESTDATA\01

@V Designations. Reading about @V is only necessary if your DII file uses the @V value to designate the image path. If your DII file uses the @I value, skip ahead Step 5. The @V value is a legacy format designation that allows Summation to locate and display image files stored on removable media (such as CD-ROM, DVD, etc.) by volume name (the disc label). Vendors will typically supply two versions of a DII file: one that uses the @I value and one that uses @V. In almost all cases the preferred version to load is @I.

Hard-Coded Path Designations. Reading this section is only necessary if your DII file uses a complete path including computer name or drive letter to designate the image path. If your DII file uses the @I value, skip ahead to Step 5. Summation will accept a complete path value following the @D token, but in order for Summation to display the document images, this path must be valid from the workstation accessing the case in question.

Example: @D R:\IMAGES\DISC1\001

If a workstation accessing the case in which this DII file was loaded did not have an “R:” drive correctly mapped to the image file location attempting to view the image(s) would fail.

5. Copy the images to the correct directory.

To copy the images:

1. Open Windows Explorer (right-click Start and select Explore) and note the image path you verified in Step 3.
   
   NOTE: You can browse to this path quickly by copying and pasting the path from Step 3 into the Address field and pressing Enter. This is the directory that you will copy the images to.
2. Browse to the images that need to be loaded. These images might arrive to you on a CD, a DVD, or an external hard drive. In any case, browse to the images and prepare to copy them to the image location on your computer’s hard drive.
3. Copy the images from the CD, DVD, or external hard drive to the images location.
   
   NOTE: It's important to copy the correct folder and subfolders. Verify this first by copying the first directory after the @I token in Step 4 above.
   
   Example:
   (A) @I value from the DII file: @I\testdata\01
   (B) Folder to copy from the CD: D:\testdata\
   
   After verifying the correct folder containing images, copy it to the image path from Step 3 above.

After the folders containing images have been copied to the correct image path directory, you are ready to load the DII file. This will populate Summation's database and will allow you to view and manage these images through the Summation interface.

Loading the DII File

1. From the Options menu, select Defaults, and click the Imaging tab.
2. Verify the Column to Hold Image Tag. If you are currently using the standard form/table (STDTABLE), the Column to Hold Image Tag field should be set to BEGDOC#. If you are currently using the e-form/table (ETABLE), the Column to Hold Image tag field should be set to DOCID.
   
   NOTE: Documents are added or updated by a DII file based on the values in the field selected in the Column to Hold Image Tag. If a value listed after the @T token does not exist in this field for any record, a new record with this value is created. If the value does not exist, then this record's image information is updated.
3. Click OK to save your settings.
4. From the Options menu, select Utilities, and click the Load DII File button.
5. Browse to and select the DII file, and click Open.
6. Click OK. The DII file is loaded into Summation's database and your images can now be viewed and managed through the Summation interface.