Use this window to configure the import settings for a Fuzzy Database that is based on a delimited text file (CSV).

The group has the following options:

Source File

This group has the following options:

Upload file manually to the server

Select this option in order to define a source file for the import that is not accessible by the Kofax Search and Matching Server. Type the file name (file path and file name) or select the file in the Open window. Click Upload to stream the file to the server and to display a table preview so that you can set columns to use and other import options.

Important For an uploaded file you cannot define an automatic update. Note that you have to upload the source file manually if it has changed, for example, if new records are added or columns are added or removed.

Server accesses file from URL/UNC

Select this option if the Kofax Search and Matching Server has all needed rights to access and read the configured file. Type the file name (file path and file name) or select the file in the Open window. A table preview is displayed so that you can select used columns and other import options.

Columns to Use

This group has the following options:

The group provides the columns that are used for matching.

Select a column and click it a second time to change the current column name. As databases often contain additional columns such as internal customer IDs or contact names, these are not displayed on the document so you need to take considerations for the creation of the fuzzy database into account. By default, all available database columns are selected.

Import Options

This group has the following options:

First line contains caption

Select this option if the first record of the input file contains the column headers. These names are used as field names in the database locator. If the database was referenced before you selected this option, you can select the option afterward. The database entries are updated automatically. By default, this option is selected.

Ignore Case

Select this option to convert all search and lookup strings to lower case, effectively ignoring case.This option is selected by default.

Database active at start

Select this option for a newly-configured database so that the database is activated automatically after the import. Note that this option is displayed for new databases only and is hidden if you open the Import Settings window the next time.

Field delimiter

Type values into this field to specify which characters separate the import file content into fields. To define a tab or space as a field delimiter, select the corresponding check box. By default, a semicolon (;) is used.

Word separation characters

If fields in the database contain compound words, common characters can be specified so that each part of the compound word is searched and evaluated separately. The value for this option is set to" -," (space, hyphen, comma) by default.

For example, using the default settings, the compound word "Diagon-Alley," is treated as two words, "diagon" and "alley" that are searched and evaluated separately.

Note The separation characters must correspond to the delimiter characters that are defined for OCR.

Characters to ignore

Type a list of characters into this field to filter unwanted characters from the input record. When you want to use a field delimiter that may also be a character in the input, such as a comma (,), then you have to use quotes (") to identify the input strings. However, you probably do not want to retain those quotation marks as part of the final results.

If you define the quotes as characters to ignore, they are removed. To define a tab or space as characters to ignore, select the corresponding check box.The value for this option is set to ."'! (period, quotation mark, single quotation mark, and an exclamation point) by default.

You can use the following buttons to manage String Substitutions that are used to substitute Search Text with Replacement Text in the document and in the database:

Add

Click Add to add a new string substitution pair to the list of substitutions.

Delete

Click Delete to delete the selected item in the substitution list.

Modify

Click Modify to modify the selected item in the substitution list with the values from the two edit fields.

Import

Click Import to import a file that contains a list of string substitutions. For the import you can either add the string substitutions to your current list of substitutions or replace them by the imported list. You can import string substitutions that are exported from a Kofax Search and Matching Server database as well as from a Kofax Transformation - Project Builder database.

Export

Click Export to export your string substitution pairs to a text file. You can then import the string substitutions to be used for other Kofax Search and Matching Server or Project Builder databases.

The Table Records Preview area provides a read-only preview of the first 20 records of the referenced table. Note that columns that are not selected for use are grayed out.

In addition to the common buttons, the following button is provided at the bottom of the window:

Import Database

Creates the fuzzy database according to the defined import settings.