QDMS
The QDMS Datasource connects Cognipeer to a Quality Document Management System (QDMS) via its SOAP API. Cognipeer authenticates with QDMS, retrieves all document folders, downloads documents from each folder, and indexes their content so your Peer can search and answer questions about your quality management documentation.
This datasource is designed for organizations that use QDMS to manage ISO documents, procedures, work instructions, and other quality-related content.
Use Cases
- Enable employees to ask questions about quality procedures and work instructions stored in QDMS.
- Build an AI assistant for ISO compliance, audit preparation, or onboarding.
- Search across hundreds of quality documents without opening QDMS manually.
Prerequisites
- A QDMS instance accessible over the network with its SOAP API enabled.
- The WSDL URL of the QDMS SOAP service (e.g.,
http://qdms.company.com/Service.asmx?wsdl). - A QDMS user account with read access to the folders you want to index.
Setting Up a QDMS Datasource
- Navigate to Datasources and click Add Datasource.
- Select QDMS as the datasource type.
- Fill in:
- WSDL URL: The SOAP WSDL endpoint of your QDMS instance.
- Username: Your QDMS user login.
- Password: Your QDMS user password.
- Click Save.
- Click Sync to begin fetching and indexing documents.
How the Sync Works
Cognipeer follows this process during each sync:
- Authenticates with QDMS (
ServiceAuth) and obtains a session token. - Lists all folders (
GetAllFolders) available to the authenticated user. - Lists documents in each folder (
GetDocumentsByFolder). - Downloads each document in Base64 format (
GetDocumentFile). - Processes and indexes the document content using the built-in document loader (supports PDF, DOCX, and other text formats).
Session tokens are cached and automatically refreshed before expiry (30-minute TTL with a 1-minute safety margin).
Supported Document Formats
The QDMS sync downloads documents in their original file format. The following are processed and indexed:
- PDF (
.pdf) - Word documents (
.docx) - Plain text (
.txt) - Other document formats supported by the Cognipeer document loader.
Keeping the Datasource Up to Date
QDMS datasources do not auto-sync when documents change in QDMS. To update:
- Click Sync in the datasource settings.
- For automated sync schedules, use the Developer Hub.
Best Practices
- Use a dedicated read-only QDMS account for Cognipeer integrations.
- Ensure your QDMS server is reachable from the Cognipeer server (check firewall rules).
- Sync regularly to keep the Peer's knowledge aligned with the latest approved documents.
- For large document libraries (>5,000 documents), contact support to discuss indexing strategy.
Limitations
- Maximum 5,000 documents per sync.
- Only accessible from within the same network (or VPN) if QDMS is not publicly exposed.
- Session tokens expire every 30 minutes; long syncs may require token refreshes (handled automatically).