Definition Lists for Reuse in Project Builder Topics

Show Script

Click this button to open the Script Code window.

First line contains caption

Select this setting if the first record of the input file contains the column headers. (Default: Selected)

Port

If needed, change the port number that is used for communication with the Search and Matching Server. By default, the port number for a stand-alone Search and Matching Server is set to 22000 and the default port number for a Load Balancer is set to 22001. The Port value must correspond to the configured value for the server or load balancer.

Results

This group has the following setting:

Min. confidence

Enter a value or use the slider to adjust the minimum confidence value that alternatives must meet to be returned. (Default: 40)

Recognition

This group has the following settings:

Use PDF text if available

Select this setting to avoid running recognition for a PDF that has embedded text.

Profile

Select a profile from the list.

Use the following buttons to manage your recognition profiles:

Properties

Displays the Profile Settings for the selected recognition profile.

Profiles

Displays the Project Settings - Recognition tab.

Recognition Test

This group displays the test results for the select zone and its subfields.

These test results only refer to the reference document. If you want to test the results for other documents, you need to test them in the locator properties.

Name

Type the name for the new Tungsten TotalAgility Web Service connection.

URL

Type the URL for the Tungsten TotalAgility Web Service connection. You can use http and https formats only.

Login Information

Choose one of the following authentication types:

  • Use Windows Authentication. (Default: Selected)

  • Enter the user name for the Tungsten TotalAgility Server account.

User Name

Enter the user name for the Tungsten TotalAgility Server account.

This setting is disabled when the Use Windows Authentication setting is selected.

Password

Enter the password for the User Name. This setting is disabled when the Use Windows Authentication setting is selected.

Field Formatting Method

Click to open the properties menu for the current field formatting method. If there is no field formatting method configured, this button is greyed out and cannot be used.

Formatters

Click Formatters to open the Project Settings - Formatting tab window where you can create a new formatter.

Use

For each format to use, enable or clear the check box. For example, enabling the format definitions one-at-a-time helps you to test each format separately. If you have two similar formats, test them to see which one provides better performance in production. To disable the less effective format, clear the Use setting. Do not delete the format because it may be useful at a later date.

Format Type
This displays the format type. This can be a regular expression, simple expression, Levenshtein, or trigram format definition.
Format Expression
This displays the syntax of the format definition.
Whole Word

This setting is available only for regular expression format definitions.

Selecting this setting Whole Word icon assigns a lower level of confidence to unwanted alternatives that lie within longer strings of characters. Consider a format designed to search for a 5-digit zip code. Selecting this setting assigns a low level of confidence to unwanted alternatives that appear within longer numbers on the document, such as 11-digit telephone numbers.

Ignore Case

If you select this setting Ignore Case icon, the Format Locator ignores case for this format. If it is not selected, the Format Locator will ignore any alternative that differs in case. For example, a regular expression that searches for "Last Name" with the ignore case setting disabled does not return "Last name" as a confident result.

Ignore Blanks

If you select this setting Ignore Blanks icon, spaces are ignored when a format is run. For example, a Social Security Number may be printed with spaces between the numbers. This setting ensures that a result is found.

Search Exact

This setting is available only for regular expression format definitions that contain a dictionary.

If this setting Search Exact icon is selected, a value is only returned if there is an exact match in the dictionary.

This means that you are able to ensure precise matching. If "January" was misread as "Janvary", the misread date would not be returned.

Ignore Characters
Type in characters that can be ignored by the format definition search.
Description
Type a description of the format definition. Include sample matches so it is clear what is supposed to match here.
Error Description
If there are any issues with the format definition, a read-only error is displayed in this column.
New Project

Opens the New Project window so that you can create a new project.

Open Project

Enables you to browse to and open an existing project.

Save Project

Saves all changes made to the open project.

Save Project As

Opens the Save Project As window so that you can save the project with a different name and location.

Close Project

Closes the current project and automatically saves any changes you made to the project.

Connection String

This string displays the connection to the database and is defined by the other settings in this window. If you have specified a password, it is fully encrypted and cannot be viewed. You can edit the connection string as needed. If you change any of the settings in the window, a new string is generated and overwrites any changes you made.