JP4129466B2 - Standard document providing system and server - Google Patents

Description

  The present invention relates to a fixed document providing system in which a server provides a fixed document in response to a request from a client.

  A document in which the server centrally manages the standard documents formed with the layout of the print image, provides the standard documents corresponding to the request to the client in response to the request from the client, and the client outputs the standard document acquired from the server as it is The providing system is already widely known (for example, see Patent Documents 1 to 3).

JP 2004-046694 A JP 2004-355274 A

  However, in the conventional method, the fixed document managed by the server has a fixed content stored in a document unit, for example, in the PDF format. It is not easy to change only. Even when there are many electronic documents that differ only in part, such as standard documents, all the electronic documents provided to the client must be managed in units of documents, so the number of documents to be managed is enormous. Become. Therefore, the load on the server that performs management, retrieval, etc. of the standard document is great.

  Therefore, an object of the present invention is to provide a fixed document providing system and a server that reduce the load on the server.

  The present invention solves the above-described problems by the following method. In order to facilitate understanding of the present invention, reference numerals in the accompanying drawings are appended in parentheses, but the present invention is not limited to the illustrated embodiment.

The standard document providing system of the present invention includes a server (10) and a client (20) capable of transmitting and receiving data via a network (N). When the client requests a standard document with a predetermined layout, A fixed document providing system (1) in which a server provides the fixed document, wherein the server stores related data used for each of a plurality of fixed documents in association with each fixed document. And a template storage means (11) for storing a template with a program in which a template for creating the standard document is associated by embedding content data in the template in a template in which the layout of each standard document is set. , associated in response to a request from the client, the requested fixed text The related data selected is selected from the related data storage means, the content data to be embedded in the template of the standard document is generated from the selected related data, and the generated content data is specific to the client. Content generating means (15e) for associating identification information and storing it in a predetermined storage area (14), and in response to a request from the client, a template with a program corresponding to the request is selected from the template storage means. A template transmission means (15b) for sending to the client, and the client performs a predetermined operation on the template with a program and a template reception means (26b) for receiving the template with the program from the server. The program And activation means for (26c), provided with, the program the client, content data requesting input of the identification information to the user, in association with the identification information entered is stored in the storage area The content acquisition means (26d) for acquiring the content data from the server and the document creation means (26e) for creating the standard document by designating the location where the acquired content data should be embedded according to the layout Thus, the above-described problem is solved.

  According to the present invention, the server separately manages the template in which the layout of the standard document is set and the content data to be embedded in the template, sends them separately to the client, and the content data is incorporated into the template at the client and the standard document Is created. Therefore, since the server does not need to manage the standard document to be provided in the form of the standard document, the layout of the standard document is set even when managing a large number of standard documents that differ only in the content data portion. It is only necessary to save the template and related data as content data.

  In particular, when modifying the content of a standard document, for example, the content data may be modified only by modifying the related data in the related data storage means. If there is a change in the layout of the standard document, the template of the standard document to be changed Or just modify the program corresponding to the template. Therefore, it is possible to edit the standard document more easily than when managing the document in the form of the standard document, and the load on the server can be reduced.

  Examples of the “standard document with a predetermined layout” include various forms, various lists, various management tables, various business letters, and the like. For example, the identification information unique to the client is based on the IP address or MAC address of the client. In the server, identification information can be acquired from an input by a user of each client or communication contents from each client. On the client side, identification information can be specified by a user input or presetting.

  The template transmission unit of the server inquires of the client about a transmission destination when the template with the program is transmitted, transmits the template with the program to a transmission destination designated by the client, and the template reception unit of the client In response to the inquiry from the server, a download area (25) for storing the template with the program may be designated as the transmission destination to the server. Thereby, the server can transmit the template with the program to the client without having to consider the difference in the directory structure of the client.

  The predetermined storage area may be a public storage area disclosed to the network, and the content acquisition unit may acquire the content data from the public storage area. As a result, the client can directly acquire the content data from the public storage area without being aware of the server when acquiring the content data.

The server has an identification number acquisition unit (15c) for acquiring a user identification number uniquely given to the user by an input of the user of the client when receiving a request for the standard document from the client, The content generation unit associates the acquired user identification number with the content data as the identification information, and the content acquisition unit requests the user to input the user identification number as the identification information, and the input identification Content data associated with information may be acquired from the server . Thereby, the fixed document provision system of this invention can be used per user.

  The client and the server may perform data transmission / reception using only a predetermined port number. As a result, port numbers that are not used can be closed, so that security can be improved.

  The content generation means may generate the content data in a data format that can be read by the program. As a result, the server can unify and manage the data format of the related data regardless of the type of application of the template program.

  The request from the client includes a type of the standard document and a predetermined condition regarding the related data, and the content generation includes the related data that is associated with the requested standard document and satisfies the predetermined condition. The content data may be generated by selection. As a result, the client can specify conditions not only for the type of the standard document but also for the related data embedded in the standard document. Therefore, even if a huge amount of related data is associated with the standard document, it can be acquired as a standard document in which only necessary portions are displayed.

  The template may be created by spreadsheet software, the program may be configured by macro instructions of the spreadsheet software, and the data format of the content data may be CSV format. This eliminates the need for the server to install special software for creating the standard document.

The server (10) of the present invention is a server that provides a standard document with a predetermined layout in response to a request from a client (20) capable of transmitting and receiving data via a network (N), and each of a plurality of standard documents. The related data storage means (12) for storing the related data used for the fixed form document in association with the fixed form document, and the fixed form document by embedding content data in the template in the template in which the layout of the fixed form document is set A template storage unit (11) for storing a template with a program associated with a program to be created, and the related data storage unit that stores the related data associated with a requested fixed document in response to a request from the client. To the template of the standard document from the selected related data. It generates the content data for writing because, in the client generated content data in association with identification information unique content generation means for storing a predetermined storage area and (15e), in response to a request from the client And a template transmission means (15b) for selecting a template with a program corresponding to the request from the template storage means and sending it to the client, wherein the program requests the client to input the identification information to the user. And content acquisition means (26d) for acquiring content data stored in the storage area in association with the input identification information from the server, and an arrangement destination where the acquired content data is to be embedded. By specifying according to the layout, It is configured to function as a document creation means for creating a type document (26e), to solve the above problems by. With this server, the document providing system of the present invention can be realized.

  As described above, according to the present invention, the server generates content data to be embedded for the template from the related data corresponding to the request from the client, and sends the corresponding template with a program to the client. When the program is started on the client, the client acquires content data from the server, and embeds the acquired content data in the received template, thereby providing a fixed document providing system that reduces the load on the server. it can.

  FIG. 1 is a diagram showing a schematic configuration of a standard document providing system 1 according to the present invention. In the standard document providing system 1, a server 10 and a plurality of clients 20, 20 are connected via a network N. The network N may be a public line or a dedicated line. In this embodiment, the Internet is adopted. The fixed form document in the fixed form providing system of the present embodiment is a form, the server 10 manages data related to the form, and each client 20 can acquire a desired form from the server 10. Note that the number of clients 20 connected to the network N is not limited to two.

  An outline of the hardware configuration of the server 10 will be described with reference to FIG. The server 10 includes a template database 11 (hereinafter referred to as “template DB 11”), a related data database 12 (hereinafter referred to as “related data DB 12”), server transmission / reception means 13, a public storage area 14, and a server control unit 15. The template DB 11 serving as a template storage unit stores templates for various forms provided by the server 10. Each template in the template DB 11 is associated with a corresponding form. In the template DB 11 of the present invention, a form layout is set by Excel (registered trademark) which is a spreadsheet software, and a macro instruction is created for each template as a program for embedding content data in the template to create a standard document. Yes. The contents of the macro instruction created in association with the template will be described later.

  The related data DB 12 as the related data storage means stores related data for generating content data embedded in the template stored in the template DB 11. The content data of this embodiment is in a CSV format and is an aggregate composed of a plurality of items such as numerical values and characters embedded in the template DB 11. The related data is associated with the form to be used. The data format of the related data DB 12 is not limited, but a format with easy data management and a small memory capacity is desirable.

  The server transmission / reception means 13 transmits / receives various data to / from the client 20. In this embodiment, only port number 8081 is used. The public storage area 14 is a storage area open to the network N, that is, the client 20 can acquire data stored in the public storage area 14 without performing a procedure such as authentication. The public storage area 14 stores a form creation instruction screen and the like.

  The server control unit 15 is configured as a computer including a CPU and various peripheral circuits such as RAM and ROM necessary for its operation, and controls each component of the server 10. It mainly functions as a template management unit 15a, a template transmission unit 15b, an identification number acquisition unit 15c, a related data management unit 15d, and a content generation unit 15e by a program stored in the ROM. Each of the template management unit 15a and the related data management unit 15d controls addition, change, and deletion of the respective data of the template DB 11 and the related data 12. Details of other means will be described later. In addition, physical integration of each structure is not ask | required. Further, the server 10 may be further provided with an input means for inputting data by a server administrator and a monitor for displaying various data.

  An outline of the hardware configuration of the client 20 will be described with reference to FIG. In this embodiment, each client 20 has the same configuration. The client 20 includes an input unit 21, an output unit 22, a client transmission / reception unit 23, a client storage area 24, a download area 25, and a client control unit 26. The input unit 21 is a unit that accepts user input, such as a keyboard, a mouse, and a voice input device. The output means 22 is a means for displaying various data so as to be visually recognized by the user, and includes, for example, a monitor and a printing apparatus.

  The client transmission / reception means 23 transmits / receives various data to / from the server 10. In the present invention, only port number 8081 is used. The client storage area 24 is an area for storing programs and data used in processing of the client 20 such as Excel (registered trademark) and a Web browser. The download area 25 is an area for receiving and storing various data downloaded from the server 10.

  The client control unit 26 is configured as a computer including a CPU and various peripheral circuits such as RAM and ROM necessary for its operation, and controls each configuration of the client 20. By functioning as a Web browser control unit 26a, a template receiving unit 26b, and an activation unit 26c mainly by a program stored in the ROM or the client storage area 24, a template macro instruction is activated on the client 20, It functions as content acquisition means 26d and document creation means 26e. Details of each means will be described later.

  The outline of the processing flow in the standard document providing system 1 of the present invention will be described with reference to FIG. Data transmission / reception between the server 10 and the client 20 is performed by designating the port number 8081 as described above. First, the client 20 acquires a form creation instruction screen stored in the public storage area 14 of the server 10 using a Web browser (step S100). When a creation instruction operation is performed on the form creation instruction screen, a form creation request is transmitted (step S110).

  The form creation request includes a specified form identification code, creation conditions, an employee code as a user identification number of the user, and a password based on a user input on the form creation instruction screen. In this embodiment, a case where the user of the employee code A123 requests the server 10 to create a business-specific profit / loss management table for the customer Z will be described. Therefore, the form designated by the user is the “business profit / loss management table”, and the creation conditions and the employee code that are input are “customer Z” and “A123”, respectively.

  In the server 10 that has received the form creation request, the form and creation conditions designated from the related data DB 12, that is, the business-related profit / loss management table and the related data associated with the customer Z are selected, and the CSV format is selected from the selected related data. Content data is generated and stored in the public storage area 14 (step S120). The content data generated in the public storage area 14 is stored as a file having the employee code A123 as a file name. Further, a template of the business profit / loss management table is selected from the template DB 11 and downloaded to the download area 25 of the client 20 (step S130).

  When the template acquired by the client 20 is displayed on the monitor 22, a macro instruction associated with the template is activated. The macro instruction first requests the user to enter an employee code (step S140). In this embodiment, a screen 50 for inputting the employee code shown in FIG. When the employee code A123 is input by the user and "Create" is designated, the content data stored with the file name A123 is downloaded from the public storage area 14 and the template is already stored in the download area 25 where the template is already stored. Received (step S150).

  Next, after the content data is downloaded, each item included in the content data is sequentially embedded in the template placement location defined in the macro instruction (step S160). As a result, a business-specific profit / loss management table for the customer Z is created. If necessary, the user can print out the created profit / loss management table by business.

  The flow of processing performed in each of the server 10 and the client 20 will be described with reference to the sequence diagram of FIG. Each process is performed under the control of the server control unit 15 and the client control unit 26. First, the client 20 acquires a form creation instruction screen in the public storage area 14 by a Web browser. As a result, a form creation instruction screen is displayed on the monitor 22 (step S200).

  When a form name, creation conditions, employee code, and password to be created are entered on the form creation instruction screen, a form creation request including these input items is transmitted to the server 10. Accordingly, the client 20 functions as the Web browser control unit 26a, and the server 10 functions as the identification number acquisition unit 15c. The server 10 that has received the form creation request performs an authentication process (step S210). In the authentication process, the employee code and password are authenticated.

  When the employee code or the like is authenticated in the authentication process, the server 10 activates a form creation servlet and performs a content generation process (step S220). Thereby, the server 10 functions as the content generation unit 15e. In the content data processing, related data associated with the designated form and creation condition is selected from the related data DB 12. Subsequently, content data for creating a form is generated in CSV format from the selected related data. The generated content data is stored in the public storage area 14 as a file having the employee code included in the form creation request as a file name.

  Next, template transmission processing is performed (step S230). Thereby, the server 10 functions as the template transmission unit 15b. In the template transmission process, the designated form template is selected from the template DB 11 and sent to the client 20. At the time of this download, the server 10 inquires the client 20 about the transmission destination and sends the selected template DB 11 to the transmission destination designated by the client. This inquiry processing of the transmission destination may be performed by a conventionally known method.

  Receiving the inquiry about the destination, the client 20 performs template reception processing (step S240). Accordingly, the client 20 functions as the template receiving unit 26b. In the template reception process, the user is prompted to input the download area 25 in response to an inquiry about the transmission destination from the server 10, the input download area 25 is designated as the transmission destination in the server 10, and the template is downloaded from the server 10 to the download area 25. Save to.

  The client 20 performs macro activation processing (step S250). As a result, the client 20 functions as the activation unit 26c. In the macro activation process, a macro instruction is activated when a predetermined operation is performed on the template in the download area 25. In this embodiment, when the template is opened, that is, when the template is displayed on the monitor 22, the macro instruction is activated. When the macro instruction is activated, the client 20 first performs content acquisition processing (step S260).

  In the content acquisition process, the employee code is acquired by displaying a screen 50 that requests the input of the employee code. A content request for acquiring content data stored in the public storage area 14 with the acquired employee code as a file name is created and transmitted to the server 10. The public storage area 14 that is the acquisition destination may be set in advance in a macro. When the content data is received, it is stored in the download area 25.

  The server 10 that has received the content request performs content transmission processing (step S270). In the content transmission process, content data having the employee code included in the content request as a file name is selected from the public storage area 14 and sent to the download area 25 of the client.

  Upon receiving the content data, the client 20 performs an embedding process (step S280). In the embedding process, the content data acquired in the content acquisition process is sequentially read, and each item included in the content data is embedded in a predetermined placement destination of the template according to the macro instruction. Thereby, a target form is created. The content acquisition process and the embedding process are performed by executing the macro instruction as described above. Thereby, the client 20 functions as the content acquisition unit 26d and the document creation unit 26e. The created form is output to the monitor 22.

  The present invention is not limited to the above-described form and may be implemented in various forms. For example, the creation conditions can be set as appropriate according to the form such as period and amount. The download area 25 may be a part of the client storage area 24. Further, it may be a primary storage area in which stored data is erased when a predetermined time elapses. In this case, the form generated in the download area 25 may be stored in the client storage area 24 as appropriate. Further, the download area 25 may be set in the server 10 in advance as a template transmission destination. In the macro instruction, the content data may be deleted after being used in the embedding process, or the macro instruction may be deleted after the macro instruction ends. In this embodiment, in order to improve security, the port number 8081 is set in advance, but the set port number is not limited to this number. Further, it is not necessary to fix the port number to be used. In that case, the port number is determined by a conventionally known method.

The figure which shows schematic structure of the fixed form document provision system of this invention. The figure which shows the outline of the hardware constitutions of the server shown in FIG. The figure which shows the outline of the hardware constitutions of the client shown in FIG. The figure which shows the outline of the flow of a process in a fixed form document provision system. The figure which shows an example of the input screen of an employee code. The sequence diagram which shows the flow of the process performed by each of a client and a server.

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 Standard document provision system 10 Server 20 Client 15b Template transmission means 15e Content generation means 26b Template reception means 26d Content acquisition means 26e Document creation means

Claims (9)

A fixed document providing system comprising a server and a client capable of transmitting and receiving data via a network, and when the client requests a fixed document having a predetermined layout, the server provides the fixed document,
The server
Related data storage means for storing related data used for each of a plurality of fixed documents in association with each of the fixed documents;
A template storage means for storing a template with a program in which a template for creating the standard document is associated with the template in which the layout of each standard document is set, by embedding content data in the template;
In response to a request from the client, the related data associated with the requested standard document is selected from the related data storage means, and the content data for embedding in the template of the standard document from the selected related data Content generating means for associating the generated content data with identification information unique to the client and storing it in a predetermined storage area;
In response to a request from the client, a template with a program corresponding to the request is selected from the template storage unit, and a template transmission unit is sent to the client, and
The client
Template receiving means for receiving the programmed template transmitted from the server;
Starting means for starting the program when a predetermined operation is performed on the template with the program,
The program allows the client to
Content acquisition means for requesting the user to input the identification information, and acquiring content data associated with the input identification information and stored in the storage area from the server, and embedding the acquired content data It is configured to function as a document creation unit for creating the standard document by designating an arrangement destination to be performed according to the layout.
A standard document provision system characterized by this. The template transmission means of the server inquires of the client about the transmission destination when the template with the program is transmitted, and transmits the template with the program to the transmission destination designated by the client,
The template reception unit of the client, according to the inquiry from the server, specifies a download area for storing the template with a program as the transmission destination to the server. Standard document creation system. The predetermined storage area stores the content data in a public storage area disclosed to the network,
The standard document providing system according to claim 1, wherein the content acquisition unit acquires the content data from the public storage area. The server has an identification number acquisition means for acquiring a user identification number uniquely given to the user by an input of the user of the client when receiving a request for the standard document from the client,
The content generation means associates the acquired user identification number with the content data as the identification information,
The content obtaining unit, according to claim 1 in which the input of the user identification number requested as the identification information to the user, acquires the content data associated with the input identification information from the server, and wherein the The fixed-form document provision system of any one of -3.   5. The standard document providing system according to claim 1, wherein the client and the server perform data transmission / reception using only a predetermined port number. 6.   The fixed content providing system according to claim 1, wherein the content generation unit generates the content data in a data format that can be read by the program. The request from the client includes a predetermined condition regarding the type of the standard document and the related data,
7. The content generation unit according to claim 1, wherein the content generation unit generates the content data by selecting the related data that is associated with the requested fixed document and satisfies the predetermined condition. Standard document provision system described in the section.   8. The template according to claim 1, wherein the template is created by spreadsheet software, the program is composed of macro instructions of the spreadsheet software, and the data format of the content data is CSV format. Standard document provision system described in 1. A server that provides a standard document with a predetermined layout in response to a request from a client that can send and receive data over a network,
Related data storage means for storing related data used for each of a plurality of fixed documents in association with each of the fixed documents;
A template storage means for storing a template with a program in which a template for creating the standard document is associated with the template in which the layout of each standard document is set, by embedding content data in the template;
In response to a request from the client, the related data associated with the requested fixed document is selected from the related data storage means, and the content data is embedded from the selected related data into the template of the fixed document Content generating means for associating the generated content data with identification information unique to the client and storing it in a predetermined storage area;
In response to a request from the client, a template transmission unit that selects a template with a program corresponding to the request from the stored template with the program and sends the template to the client, and
The program allows the client to
Content acquisition means for requesting the user to input the identification information, and acquiring content data associated with the input identification information and stored in the storage area from the server, and embedding the acquired content data It is configured to function as a document creation unit for creating the standard document by designating an arrangement destination to be performed according to the layout.
A server characterized by that.

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