Steps with individual steps for Reuse in Project Builder Topics

  1. On the Local Fuzzy Database properties window, set the following settings.
    1. Select where the Referenced import file (text or csv file) is located, either File system or Web.

      Depending on your selection, do one of the following.

      Selection

      Action

      Web

      Click Browse URL and type in the desired web address.

      If the selected file is protected, select Yes and provide a User Name and Password.

      Click Test to ensure that the URL is available.

      A copy of the source database file is imported into the file system hierarchy for the project and a list of column is displayed in the Column Configuration group.

      File system

      Click Browse and navigate to the required .txt or .csv file.

      A copy of the source database file is imported into the file system hierarchy for the project and a list of column is displayed in the Column Configuration group.

    2. In the Column Configuration group, for each column select Search and/or Filter to determine the column behavior during the fuzzy search.
    3. Optionally, in the Column Configuration group, it is possible to rename a column name by first selecting its row and then clicking on the column name. Press Enter to save the change.

      After renaming a column, the preview below is updated automatically.

    4. In the Import Options group, configure the following settings as needed.

      Setting

      Behavior

      Ignore case

      Select this setting if case does not matter in your database. This means that all strings are converted to lower case automatically when a search is performed. This setting does not apply to filtering.

      Filtering is case sensitive

      This setting is available when one or more fields in the Column Configuration table have the Filter setting selected.

      Select this setting in case you want the filtering value entered into the script to match the entries in the database exactly.

      First line contains caption

      Select this setting if your Local Fuzzy Database contains the column header names.

      Field delimiter

      Enter the field delimiter character that separates entry fields in your database source file. (Default: ;)

      Optionally, select Tab to use the Tab character as an additional field delimiter.

      Word separation characters

      If your database contains compound words, enter the characters that separate compound words. (Default: -,)

      Optionally, select Tab and Space to use these characters to also separate words.

      Characters to ignore

      Enter the characters to be ignored. These characters are excluded from the database fields during import, and from the search text before processing. (Default: ."'!)

      Optionally, select Space as an additional character to ignore.

    1. Optionally, add, delete, modify, or import string substitutions in the String Substitution group.
    2. In the Optimization group, configure the following settings as needed.

      Setting

      Behavior

      Automatic update from import file

      Select to update the database automatically when the source file changes. The automatic update occurs when the project gets loaded. (Default: Cleared)

      Load database index in memory

      Select to keep the fuzzy database in memory that helps process the fuzzy search more efficiently. Clearing this field reduces the memory usage but also significantly slows fuzzy searches. (Default: Selected)

      If this setting is cleared, the Filter setting in the Column Configuration group is no longer available.

      Database processing

      Select the quality of database processing to optimize your database searches.

      If this is set to Basic, the Filter setting in the Column Configuration group is no longer available. The `Basic setting also uses an older algorithm that delivers results with less precision. especially for large databases. However, the speed of processing smaller databases may be quicker when using this setting.

  2. Optionally, click OK to close the Project Settings window.
  3. Click OK to save your changes and close the Project Settings window.
  4. On the Project tab, in the Configuration group, select Project Settings Project Settings icon.
  5. Click the Databases tab to view the databases settings.
  6. Click the General tab to view the general settings.
  7. Click the Dictionaries tab to view the dictionary settings.
  8. Click the Formatting tab to view the formatter settings.
  9. Click the Image Cleanup tab to view the image cleanup settings.
  10. Click the Localization tab to view the localization settings.
  11. Click the Country Settings tab to view the country settings.
  12. Click the Classification tab to view the classification settings.
  13. Click the Validation tab to view the validation settings.
  14. Select the Recognition tab to view the recognition settings.
  15. Click the Tables tab to view the table settings.
  16. Click the Document Separation tab to view the document separation settings.
  17. Click Rename Rename icon.
  18. Open the Project Tree window if it is not already open.
  19. Open the Documents window if it is not already open.
  20. Open the Details window if it is not already open.
  21. Open the Extraction Results window if it is not already open.

    The extraction results are displayed. Invalid fields have a blue question mark and valid fields have a green check mark.

  22. Open the Classification Benchmark window if it is not already open.
  23. In the main Transformation Designer window, hide or close any windows that block the Ribbon.
  24. Optionally, view the class contents if they are not already displayed.

    The hidden class contents are displayed.

  25. Open the locator properties.
  26. Open the reference document.

    The Document Viewer (zone mode) window is displayed.

  27. On the toolbar, click Selection Mode Selection Mode icon.
  28. Optionally, click Close to close the locator properties window.
  29. Click Close to close the locator properties window.
  30. Save the changes to your project.
  31. Open a test document and click Test to test your settings.
  32. If a different view is in use, switch to the Thumbnail View Documents Window - Thumbnails View icon.
  33. If a different view is in use, switch to the List View Documents Window - Flat View icon.
  34. If a different view is in use, switch to the Hierarchy View Documents Window - Hierarchy View icon.

    The Hierarchy view is available only for test sets or benchmark sets when the default document subset is selected. If any other document subset is selected, the Hierarchy View Documents Window - Hierarchy View icon toolbar setting is not available.

  35. As needed, switch to the List View Documents Window - Flat View icon or the Hierarchy View Documents Window - Hierarchy View icon.

    If you are testing document separation, use the Hierarchy View. Otherwise, use the List View.

    The selected document set is displayed.

  36. In the Documents window, on the toolbar, click Open Document Set Open Document Set icon.

    The Open Document Set window is displayed.

  37. Hold the mouse cursor over the cells in the Result Matrix grid for more information.

    Green indicates where the Assigned Class matches the Classification Result. Red indicates where the Assigned Class does not match the Classification Result.

    Clicking a column loads documents from that column into the Selection document set. This enables you to work with those documents to troubleshoot unclassified or incorrectly classified documents.

  38. Optionally, add one or more classification benchmark exceptions and regenerate the classification benchmark.
  39. Optionally, save your classification benchmark for comparison at a later time.
  40. Optionally, test your classification settings.
  41. Create validation methods.
    1. From the Project menu, select Project Settings to display the Project Settings window.
    2. Click the Validation tab.
    3. Click Add to display the New Validation Method window.
    4. Enter a name for the method and select the type of the validation method.
    5. Click OK to open the validation method properties window to set parameters.
    6. Click OK to save your settings and close the window.
    7. Assign the newly added validation method to an Order, Invoice, or Amount Group Locator.
  42. In the Project Tree, select a class from the class hierarchy.
  43. Select a field and in the Details pane, edit the settings for each of the defined fields.

    Set validation thresholds for valid fields and enable the Require manual field confirmation setting as needed.

  44. Right-click the selected item, and click Show Script, to open the WinWrap Basic Script Editor. Alternatively, click Script Icon in the Details window caption.

    The Script Code window is displayed.

  45. In the edit area of the Script window, insert the script code. Before you start scripting, make sure that you selected the correct tab.
  46. In the Project Tree, locate the class with the validation form to update.
  47. Select the New Samples document subset.
  48. In the Project Tree, select the class that requires a lookup button on its validation form.
  49. Click Add Add icon.

    The Add Image Cleanup Method window is displayed.