Configuring a Fixed Keyword Mapping for a Directory - Directory Import Processor - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Directory Import Processor
Platform
OnBase
Product
Directory Import Processor
Release
Foundation 24.1
License
Premier
Standard
Essential

Fixed Keyword Mappings for directories are configured to pull Keyword Values from a folder name. When files from this folder are imported, OnBase assigns the Keyword Types from the folder name to all files within the folder.

For example, City Bank has a folder in their directory named London01-01-2018 containing deposit slip files. If City Bank sets up a Fixed Keyword Mapping for a directory where London is assigned to the City Keyword Type and 01-01-2018 is assigned to the Date Keyword Type, all the deposit slip files imported into OnBase from the London01-01-2018 folder are assigned the London and 01-01-2018 Keyword Values.

To configure a Fixed Keyword Mapping for a directory:

  1. From the Configuration module, select Import | Directory Import Processor. The Directory Import Processor Configuration dialog box is displayed.
  2. From a configured process, right-click on a Subfolder or Default Mapping node and select Add Fixed Mapping | Directory Source. A Fixed - Directory node is added beneath the Subfolder or Default Mapping node.
  3. Select the Fixed - Directory Keyword Mapping node. The Fixed tab is displayed.
  4. Configure the following options for all Keyword Values that can be found in the folder name:

    Option

    Description

    Position

    Enter the position (in characters) in the folder name where a Keyword Value begins. The first character in the folder name is in position 0.

    Length

    Enter the length (in characters) of the Keyword Value.

    Keyword Type

    Select the Keyword Type in which the Keyword Value should be stored.

    Note:

    The Date & Time Keyword Type is not supported for use with the Directory Import Processor.

    Use Autofill

    Select Yes from the drop-down list to populate documents with Keyword Values associated with the Primary Keyword Type of the Autofill Keyword Set. The Keyword Type must be a Primary Keyword Type in an Autofill Keyword Set to use this option.

    Select No to not use an AutoFill Keyword Set with the Keyword Type.

    Validate

    Select Yes from the drop-down list to perform mask validation for this Keyword Value, or select No to not perform mask validation. See the System Administration module reference guide for information on Masked Keyword Types.

    Note:

    When Yes is selected, imported Keyword Values that do not match the configured mask are not added to the imported document.
  5. For any Keyword Type that is a Currency or Date Keyword Type, click Format to format the value. For more information on the available format options, see Currency Formatting Options or Date Formatting.
  6. To remove unwanted characters from the folder name before applying those characters to Keyword Values, select the mapped Keyword Type from the Keywords list and click Process. The Process Field dialog box is displayed.
  7. Select a processing option:

    Option

    Description

    Keep All Characters

    Retain all characters of the folder name as Keyword Values on the document. This option is selected by default.

    Strip Spaces

    Remove all spaces from the folder name before applying folder name characters as Keyword Values.

    Strip Character

    Remove a specified character from the folder name before applying folder name characters as Keyword Values. Enter the character in the text field.

    Strip _ Chars from Beginning

    Remove characters from the beginning of the folder name before applying those characters to Keyword Values. Enter the number of characters you want to strip in the text field.

    Strip _ Chars from End

    Remove characters from the end of the folder name before applying those characters to Keyword Values. Enter the number of characters you want to strip in the text field.
  8. Click Save.
  9. Click Apply to save your changes.
    Note:

    You can only add one Fixed Keyword Mapping for a directory per folder.