Create a Local Search Pool - Designer - Foundation 23.1 - Foundation 23.1 - Brainware - external

Brainware Intelligent Capture Designer

Platform
Brainware
Product
Designer
Release
Foundation 23.1
License

You can create a local search pool based on either the contents of a CSV file or the results of query against an existing ODBC connection.

To create a local search pool, complete the following steps.

  1. On the Import tab, under Import source, select one of the following options.
    • Import from a semicolon-separated CSV file
    • Import from ODBC data source
  2. Optional. If you use Runtime Server to update the search pools, select Automatic import in Runtime Server enabled.
  3. If you selected Import from a semicolon-separated CSV file, complete the following substeps.
    1. In the CSV file field, enter or browse to the desired CSV file.
      Note: For more information, see About CSV Import Files.
    2. Optional. If the CSV file is not located in the project directory, clear Path relative to project file.
    3. If the CSV file contains a header row, select Import field names from first row.
      Note: The table on the General tab uses the information from the header row to create the column names. If the CSV files does not contain a header row, the table uses the names from the previous import or generic column names.
  4. If you selected Import from ODBC data source, complete the following substeps.
    1. From the ODBC source list, select the desired source.
      Note: For more information, see Create an ODBC Data Source.
    2. In the User name field, enter the user name.
    3. In the Password field, enter the password.
    4. In the SQL query field, enter the query that selects the data to be used in the search pool.
  5. Under Import destination, select Save supplier pool in separate file and then, in the field below, specify the directory in which you want to place the search pool files. The import function creates the specified directory if it does not exist.
    Note: The Save Supplier Pool inside Project option is not recommended due to performance reasons.
  6. Optional. If this directory is not located in the project directory, clear Path relative to project file.
  7. In the Pool filename without extension field, enter a filename. This applies to all files for this search pool.
    Note: Search pool files for more than one ASE field can be located in the same directory. However, you need to indicate a unique filename for each such field.
  8. Click the Import button.
  9. On the General tab, in the ID column, select a unique identifier.
  10. If the identifier is alphanumeric, select Enable alphanumeric identifier.
  11. In the Search column, select the fields you want to search for.
  12. On the Import tab, click Import.