Column Indexes - COLD/ERM - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

COLD/ERM

Platform
OnBase
Product
COLD/ERM
Release
Foundation 23.1
License
Standard
Essential
Premier

A Column Index is a specific area, or column, of a COLD-processed document defined to increase retrieval speed of documents using internal text search. Only the area defined by the column is used in the internal text search. Column indexes are mainly useful for text documents already set up in column format.

For example, if a banking document has a column of cash amounts that the user would like to search, it makes sense to configure a Keyword Type of Amount for the Document Type. A Column Index using the Amount Keyword could then be configured in the COLD processor so end users could search via amounts in the column.

You can set up Column Indexing for multiple columns in a Document Type, and/or multiple Document Types within one process.

The column indexed text is used as the default for all searches, but users can override the default in the Client.

Note:

Before configuring the Column Index, select the Use Column Index check box in the Settings dialog for the COLD Process Format's Document Type at Document | Document Types | Settings.

Follow these steps to define a COLUMN INDEX Keyword Type for the COLD Process Format:

  1. From the Configuration module, select Import | COLD/ERM Processor. Select the Processing Format you want to configure for Column Indexing and click Document Fields. The Processor Field Definition dialog box is displayed.
  2. Select a Document Type for column indexing.
  3. In the Keywords window of the dialog box, enter values for the following parameters:
    • Line: the vertical position in the file where the column index will begin (in lines)

    • Height: the vertical size of the column index (in lines)

    • Width: the horizontal length of the column index (in characters)

    • Column: the horizontal position in the file at which the column index begins (in characters)

  4. Select COLUMN INDEX as the Type
  5. Using the drop-down list, select the Keyword Type that corresponds to the column to be searched.
  6. Set Validate Mask to NO.
  7. Once all parameters are set, click Add.
  8. If necessary, click the Format button. Change the name of the column index in this field. Click Apply to save settings.
    Note:

    This will not change any visible parameters of the column index in the Processor Field Definition dialog box. The name of the column index will be visible in the Client when searching.

  9. Repeat for any additional desired columns and/or Document Types within the process.