Using the database locator – Kofax Getting Started with Ascent Xtrata Pro User Manual

Page 175

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Chapter 4

156

Ascent Xtrata Pro User's Guide

Note

If the content of the import files changes then you need to re-import the file

that the changes take effect for the project. If necessary active the option
‘Automatically update from import file,’ but then you need access to the referenced
import file.

X

To add and configure a Database Locator

1

Select Show Extraction Design from the Mode toolbar.

2

Click Add Locator in the toolbar to add a new locator to the list of locators.

3

In the Locator Method column, Select Database Locator from the list of
available locators.

4

Double-click the new Database Locator to open the Properties dialog box

5

Select options as desired. You can specify general settings, field-specific
settings, and define regions for the locator. For a detailed description of the
Database Locator Properties dialog box, see Project Builder User Interface –
Database Locator Properties Dialog Box..

Using the Database Locator

A possible use for a Database Locator is to find a supplier address on the document
by looking it up in a supplier address database. The database typically holds the
company name and address. Other possibilities would be to match a zip code to get
city and state, or match with an article database to identify items in an order.

The following procedure leads you through the process of setting up and using a
Database Locator.

X

To set up and use a Database Locator

1

For an existing project, select any class in the project class tree.

2

Select Show Extraction Design from the Mode toolbar.

3

Create the appropriate fields for the selected class. (For example, Company
Name, Street, Zip Code, and City.)

4

Create a new locator named “SupplierDBLoc” and assign the locator method
“Database Locator” to it.

5

Double-click the locator to open its Properties dialog box.

6

If necessary, select the General tab.

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