Configuring Index Extraction - AFP Input Filter - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AFP Input Filter
Platform
OnBase
Product
AFP Input Filter
Release
Foundation 23.1
License
Standard
Essential
Premier

Index extraction extracts Keyword Values from documents of selected Document Types while data is being processed into OnBase. Document numbers can also be extracted during processing. Extracted index values can be placed in a separate text file for viewing or manipulation by other programs, or they can be used with an AutoFill Keyword Processor.

Note:

You must select the Extract Index Information check box (any type of COLD processing) and Index Extraction Format (all COLD and DIP processing) in the Process Settings For: <Process Name> dialog box during configuration for an import processor for Index Extraction to be performed as the data is processed.

To add a new Index Extraction Format:

  1. In the Configuration module, select Document | Index Extraction to access the Index Extraction dialog box. This dialog box provides for the creation of Index Extraction Formats, that define how Keyword Values are extracted from data.
  2. Type the name of the new format into the Formats field. Click Create to add the new format to the Formats list. The Index Extraction Settings dialog box is displayed.
  3. Enter the file location and name of the index extraction file to be created in the File Path and Name field of the Index Extraction Settings dialog box.
    Select Export Document Handle to include the document's Document Handle number as the first Keyword Value in the index extraction file.
    Select Export Document Date to include the document's Document Date as the first Keyword Value in the index extraction file.
  4. Click Save.
  5. At the Index Extraction dialog box, click Document Types. The Document Types dialog box is displayed.
  6. Assign the Document Types that will have their Keyword Type Values stored for the Index Extraction format.
    To add one or more Document Types to the Index Extraction format, select the Document Type(s) from the Available list and click Add.
    To remove one or more Document Types from the Index Extraction format, select the Document Type(s) from the Selected list and click Remove.
  7. Click Close to save your changes.
  8. Click Keywords on the Document Types dialog box. The Keyword Types dialog box is displayed.
  9. Assign the Keyword Types that will be extracted from the document.
    To add one or more Keyword Types to the Index Extraction Format, select the appropriate Keyword Type(s) from the Available list and click Add.
    To remove one or more Keyword Types to the Index Extraction Format, select the appropriate Keyword Types from the Selected list and click Remove.
  10. Click Close to save your changes.
  11. The order of the Keyword Types are listed in the way that the Keyword Types will be listed in the file. To change the order of the Keyword Types, select a Keyword Type and click Move Up or Move Down.
  12. Click Close.