Using a Tag to Identify Page Data - Report Mining - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Report Mining

Report Mining
Foundation 23.1

Use a tag if the page data may occur in a different location on each page, but it occurs always in the same position relative to a tag.

  1. Access column mapping as described under Accessing Column Mapping. Ensure Column Mapping is selected in the process tree.
  2. With the pointer, highlight the location where the tag could be located. The tag is the point of reference that the process uses to find the page data.
    Ensure the highlighted area includes other places where the tag string could occur. For example, the word Page may move to the left or right depending on the number of characters in the page number.
  3. Select Column Mapping | Add Tagged Page Data Range from the resulting menu.

    If this option is not available, then the Column Mapping node is not selected in the process tree. Ensure the Column Mapping node is selected before you map columns.

  4. With the pointer, highlight the entire tag string. The tag string is the text label that identifies the tag and its location.
  5. Select Set Tag String.
  6. With the pointer, highlight the page data's location relative to the tag string. Ensure the highlighted area accommodates the maximum data length. For example, if you are highlighting a page number, and the document could contain up to 100 pages, highlight three spaces to ensure each digit in the page number is included.
  7. Select Set Data Location In Relation to Tag. The Select Column dialog box is displayed.
  8. Select the column associated with the page data.
  9. Click Apply. The page data column is added as a new node in the process tree.
  10. Right-click the document and select Clear All Highlights to remove all highlights.