Premium Plan Enterprise Plan Document Management

Document Storage

Overview

Storing unstructured data (word documents, PDFs, scanned images and so on) in a Database is made possible through MS SQL FILESTREAM and FILETABLE;

  • The FILESTREAM feature enables SQL Server-based applications to store unstructured data, such as documents and images, on the file system 
  • The FILETABLE feature builds on top of existing FILESTREAM capabilities. The FILETABLE feature enables enterprise customers to store unstructured file data, and directory hierarchies, in a SQL Server database. The feature addresses the requirements for non-transactional access and Windows application compatibility for file-based data.

See this article for further information.

In ITAS terms this allows the documents to be generated through standard DocGen processes and automatically stored in the designated Database, and at the same time, provide standard Windows File Explorer access to those that require it.

Being 'contained' within a Database has many advantages:

  • Backup/Restore functions can include these documents
  • Enhanced full-text search capabilities provided through SQL meta data (indexing)
  • Optimisation of disk space as document data is compressed into a single Database file (similar to those used for transaction data)
  • Logging/Auditing of file creation/update activity
  • Version-control and recycling options
  • Integration with other ITAS Services; Alerts & Notifications, Data Processing Service, ITAS API, Web Portal

Integration

Being part of ITAS Services means that it can be configured to work with other services:

  • Alerts & Notifications - The ITAS Notification (Windows) Service can be configured to publish messages whenever a file is created in the designated file system; subscribers can be Trader Desktop users or middleware processes
  • Data Processing Service - Can be configured to respond to a Notification and perform a task or series of tasks, e.g. indexing, targeted notifications, state management
  • ITAS API, Web Portal - Documents stored within a Database are accessible through various methods; seamless system-to-system (B2B) through API or manual upload/download through Web Portal

  

 

 


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