Jack Henry Import Mapping - Integration for Jack Henry jXchange - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Integration for Jack Henry jXchange

Platform
OnBase
Product
Integration for Jack Henry jXchange
Release
Foundation 22.1
License
Standard
Essential
Premier

To map an import Filter Type to a Document Type for importing documents:

  1. From the Configuration Module, select Import | Jack Henry | Jack Henry Import Mapping. The Jack Henry Import Mapping dialog box is displayed:
  2. 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.
  3. Click Document Types. The Document Type Mapping dialog box is displayed:
  4. Select a Document Type from the drop-down list.
  5. 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.

  6. 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.

  7. Click Save to save changes, or click Close to close the Keyword Type Mapping dialog box without saving changes.
  8. 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.
  9. Select additional import Filter Types to map, or click Close to close the Jack Henry Import Mapping dialog box.