Importing Cascading Data Sets - System Administration - Cloud - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Cloud System Administration

Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 24.1
License
Essential
Standard
Premier

You can import Keyword Values into a Cascading Data Set. Before you import a file containing Cascading Data Set Keyword Values into OnBase, ensure that the import file meets the following prerequisites:

  • The import file is a text file.

  • The import file is formatted so that each row includes the parent Keyword Value, followed by any child Keyword Values. These Keyword Values must be ordered according to their parent/child relationship.

    For example, a system administrator is importing Keyword Values into a Cascading Data Set that contains the State, County, and City Keyword Types. The system administrator's import file resembles the following:

    "Ohio","Cuyahoga","Westlake"
    "Ohio","Cuyahoga","Fairview Park"
    "Ohio","Cuyahoga","Cleveland Heights"

    The first Keyword Value, Ohio, is the State Keyword Type. The second Keyword Value, Cuyahoga, is the County Keyword Type. The last Keyword Value is the City Keyword Type. In this example, Keyword Values are separated by commas and delimited with double quotes. This is just one potential separator/delimiter combination that can be used in a Cascading Data Set import file.

    Note:

    Each row in the import file does not need to contain Keyword Values for the last Keyword Type in the parent/child relationship. In the above example, a row of data containing only the State and County Keyword Values would still be imported into OnBase.

  • If masked Keyword Values are included in the import file, the mask characters must be contained in the import file, regardless of whether the mask is configured to Store Mask Characters or Extract Mask Characters.

To import a Cascading Data Set:

  1. In the Cascading Data Set Configuration dialog box, click Import.
  2. The Cascading Data Set Import dialog box is displayed:
  3. Click Browse to navigate to the text file containing the Cascading Data Set information that will be imported.
  4. Select one of the following Field Delimiters options:

    Field Delimiters

    Description

    None

    The import file does not include delimiters.

    Single Quote (‘)

    The import file uses single quote delimiters.

    Double Quote (“)

    The import file uses double quote delimiters.

  5. Select one of the following Separator options:

    Separator

    Description

    Tab

    The import file uses tabs to separate Keyword Values.

    Custom (Dec.)

    The import file uses a custom character to separate Keyword Values. Type the character in the accompanying text field.

  6. Click OK to import Keyword Values into the Cascading Data Set.