Configuration

AutoFill Keyword Sets

Platform: OnBase
Product: AutoFill Keyword Sets
Release: Foundation 24.1
License: Standard; Essential; Premier

Documentation Notice
Overview
Introduction
External AutoFill Keyword Sets
AutoFill Keyword Set Instance
Mixed Case Keywords
Searching on Mixed Case Keyword Values
With Case Sensitive Searching Applied
Without Case Sensitive Searching Applied
Indexing Mixed Case Keyword Values
Applications
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Licensing
Pre-Installation
Registration
Installation
Command Line Switches
INI File
Location
INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment
Editing the INI File
.INI Options
TempParsePath
Backup/Recovery
Backup
Configuration
Registry Settings
External Files
Recovery
Configuration
Registry Settings
External Files
Module related .INI Options
Registration
Directory Structure
Troubleshooting
Won't Process the File
Invalid Number of Fields Error is Displayed During Processing
The AutoFill Keyword Set was Created but is not Displayed in a Drop-Down or List
Encrypted Keyword Types are not Filled when part of an AutoFill Keyword Set in Disconnected Scanning
An Error is Displayed when Attempting to Use the AutoFill Keyword Set Importer
Failed to Display Form Error
Another AutoFill Keyword Set With This Name Already Exists in the System
Configuration
Configuration Overview
Configuring Autofill Keyword Sets
Configuring Keyword Types
Selecting a Data Type for a Keyword Type
Notes on Floating Point Keyword Values
Changing a Keyword Type's Data Type
Alphanumeric Settings
Storage Options
Character Case Options
Selecting Advanced Setting Options for a Keyword Type
External Validation
Enable Keyword Zero Padding
Limitations of Enable Keyword Zero Padding
Selecting Data Sets / Drop Down Lists Options for a Keyword Type
Selecting Usage Restrictions for a Keyword Type
Selecting Display Options for a Keyword Type
Selecting an AutoFill Keyword Set - Keyword Type Level Primary Keyword
Selecting Use Other SQL Method
Selecting a Classification for a Keyword Type
Configuring the AutoFill Keyword Set
Configuring a Document Type
Considerations for AutoFill Keyword Sets in a Document Type Level
Configuring Document Type Keywords
Configuring External AutoFill Keyword Sets
External AutoFill Keyword Sets and Disconnected Scanning
Creating SQL Statements to Enable External AutoFill Keyword Sets
SQL Select String Considerations
Using a SQL Select String
Example of a SQL Select String Used to Enable External AutoFill Keyword Sets
Test the External AutoFill Keyword Set Configuration
Creating a VB Script to Enable External AutoFill Keyword Sets
Test the External AutoFill Keyword Set Configuration
Configuring VB Scripts
Editing VB Scripts
Visible Scope
VB Script Considerations for External AutoFill Keyword Sets
Date and Time Formatting
Masking
Example of a VB Script to Enable External AutoFill Keyword Sets
Selecting a WorkView Filter to Enable External AutoFill Keyword Sets
Configuring User Group Privileges
AutoFill Keyword Processor
Configuring the AutoFill Keyword Processor
AutoFill Keyword Sets Process Tuning
Keyset Block Size
Assigning Processor Notification Groups
Verify AutoFill Keyword Import Configuration Settings
Update All Documents With Data From File
Auto-Folder Updated Documents
Update Existing AutoFill Keyword Sets with Data from File
Remove All AutoFill Keyword Sets Not Found in File
Initial Import of Keyword Values using the AutoFill Keyword Sets Processor
Processing an AutoFill Keyword Import Format
AutoFill Keyword Text File
AutoFill Keyword Set Management
Add Set
View All
Selecting Keyword Sets
View Search
Reverse AutoFill Keyword Set Lookups
Configuring Reverse AutoFill Keyword Set Lookups
Configuring the Search/Result Columns
Configuring Keyword Exclusions
Configuring Processor Notifications
Configuring a Processor Notification Group
Configuring a Processor Notification
Configuring the Distribution Service
System Interaction
Encrypted Alpha Keywords
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
External AutoFill Keyword Sets vs. Cascading Data Sets
Overview
Sample Text File
AutoFill Keyword Sets Best Practices
AutoFill Keyword Sets Best Practices
Name
Secondary Keyword Types
Usage
Overview
Encrypted AutoFill Keyword Sets
Indexing Documents Using AutoFill Keyword Sets
Considerations for Re-Indexing Documents and Adding or Modifying Keyword Values
Considerations for Indexing With Automated Processes
Reverse AutoFill Keyword Set Lookups
Using a Reverse AutoFill Keyword Set Lookup
AutoFill Keyword Sets in a Multi-Instance Keyword Type Group
AutoFill Keyword Sets and Security Masking

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