To map an import Filter Type to a Document Type for importing documents:
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From the Configuration Module, select Import | Jack Henry | Jack Henry Import Mapping. The Jack Henry Import Mapping dialog box is displayed:
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Select an import Filter Type from the Filter Type pane.
For a complete list of supported import Filter Types, see Supported Jack Henry Filter Types for Import.
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Click Document Types. The Document Type Mapping dialog box is displayed:
- Select a Document Type from the drop-down list.
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Click Keyword Types. The Keyword Type Mapping dialog box is displayed:
Note:
The only Jack Henry Index Names displayed in the left column are those associated with the import Filter Type previously selected.
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For each Jack Henry Index Name, select a Keyword Type from the corresponding drop-down list.
The Keyword Types available in the drop-down lists are dependent upon the Document Type selected for the import Filter Type you are configuring. For a complete list of supported Index Names, see Supported Jack Henry Index Names.
Note:For documents imported using Date Keyword Types, supported Keyword Type value formats are MM-DD-YYYY and YYYY-MM-DD. For documents imported using DateTime Keyword Types, supported Keyword Type value formats are YYYY-MM-DD HH:MM:SS and YYYY-MM-DDTHH:MM:SS.
- Click Save to save changes, or click Close to close the Keyword Type Mapping dialog box without saving changes.
- Select additional Document Types to map additional Keyword Types, or click Close to close the Document Type Mapping dialog box and return to the Jack Henry Import Mapping dialog box.
- Select additional import Filter Types to map, or click Close to close the Jack Henry Import Mapping dialog box.