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PSIsafe PDF Forms Monitor

The PSIsafe PDF Forms Monitor routinely watches a designated MS SQL database table using a service. When new rows with the designated status are found, a PSIsafe Desktop PDF Form is created using the data in that row. The PDF Form is then merged into PSIsafe Desktop based on specific data in the row that is matched to PSIsafe Desktop folder indexes. Alternatively, if no matching folder is found, the data is used to populate the indices of a new folder, and the PDF Form is merged there instead. The data from the data table is matched to the Form fields, and the form is then populated with the data from the monitored table. The PDF Forms Monitor allows customized forms to be created based on the corresponding SQL Table Data, automating a variety of tasks and allowing employees at your organization to focus on other work.

You must restart the PSIsafe PDF Forms Monitor service in the following scenarios:

  • When you add new PSIsafe Desktop databases to be monitored.
  • If the Debug variable in the service app.config file is changed.
  • If the Debug variable in the administration interface app.config file is changed.

Installation

See PSIsafe Installation Guide.

Main screen

Log in to the PSIsafe PDF Forms Monitor. Opening the PSIsafe PDF Forms Monitor client suspends the service from running while you make changes.

The Main screen shows the following.

  • PSIsafe Server: The name or IP address of the PSIsafe Desktop Server / the PSIsafe PDF Forms Monitor version number.
  • Last check: Last time the service ran.
  • A list of currently defined Table to Form mappings (Table-Form Pairs).

    Upon first login and initial configuration, the screen will be blank. After creating a Table-Form Pair, the created pairs will be displayed.

  • New: Defines a new Table-Form Pair.
  • Edit: Edits an existing Table-Form Pair.
  • Copy: Copies an existing Table-Form Pair.
  • Enable: Allows the selected pair to be processed by the service.
  • Disable: Prevents the selected pair from being processed by the service.
  • Delete: Removes the pair completely.
  • Logs: Opens the logs for the PDF Forms Monitor.