Setup Tree View
Document Data Window

To setup the Tree View is from the Select a Data View Type window.

The Index Fields View setup must be completed before working on the Tree View Setup. 

If the Data Source Name (DSN) hasn't assigned to the project, then click on ODBC button to assign the DSN before setting the Index Fields View and Tree View. 

To start the Tree View setup is to select the Tree View radio button and click the Next button. After selecting Document Data Window option in the Select a Data View  Window, click the Next button to start the Document Data Window setup.

The purpose of  the Document Data Window setting is to tell the Paragon Data Viewer how to display the document data from database after user's searching request. 

The first thing to setup the Document View Window is to setup the database tables and fields. There is an option for duplicating the Index Fields View settings for Tree View by clicking the Copy button, which is available only the first time entering the Select Database Tables window. The Copy button is very useful, if the Document Data Window setting is same to the one in the Index Fields View. 

If the setting of  Document Data Window is different from the Index Fields View, then database tables must be assigned to Document Data Window. If the data in database tables want to display on the Document Data Window; then the table names must be select from here. To select a table is to highlight the table name, then click on the button or just double-click on the table name. When tables selection is done, click the Next button.  

If only one table is selected, then click the Next button to select table fields.

If more than one tables are selected, the data joining criteria between tables need to be defined. Usually tables are joined (linked) using the Record Key, which is an unique identification field of a table. The joined data look like a new table to be displayed in the Document Data Window.

To select, highlight and double-click the field name in the table List Box on the right-hand side  window will copy the field name to the Selected Key Fields to Join Tables window.

If more than two tables, use Add button to create the extra Record Key Join criteria. After finishing all criteria lines, click the Next button to continue.

	Add one criteria line
	Delete the highlighted criteria line
	Clear all Criteria

After selecting the database tables, the table fields must be selected for the Document Data Window. If the Copy button was applied in the Select Database Tables Window, the field names in the Index Fields View setting should appear on the Select Table Fields window.

To select the other field names for the Document Data Window is to highlight and double-click on the file names on the right-hand side table list box. 

There are check boxes in the front of the selected field names. If a field name needs to be hidden on the screen, then uncheck the box. For example, the index1.document_ID doesn't mean to users at all. We don't want to show it to users, but we need it as the Referral Key to Image View window. So we can  unchecked to hide it.

	Delete the highlighted field name
	Clear all field names
Alias	Edit the alias names (subtitles in the Document Data View  window) of field names.

Click the Next button to assign the Alias Names for all selected database fields.

The alias names of the database fields will display on the first row of the Document Data Window. They will be the column titles of the Data Grid (Document Information) window.

The Setup Wizard can generated the default name from the Generate Default Alias Name command button, if the alias name is blank. The field alias names can be typed over into the cells in the Column Titles, if it needs to be changed. The Save button must be clicked to save the settings. 

This is end of the settings for the Document Data Window of the Index Field View. Click the Next button to setup the Search Window.

PDV Setup     Table of Content     Tree View Search Window