This section describes how to use the graphical indexer
to create indexing information for a PDF input file.
Restriction: The 32-bit OnDemand Administrator
client fully supports working with PDF input files in the graphical
indexer. PDF input files are not supported in the graphical indexer
when using the 64-bit OnDemand Administrator client.
If
you plan to use the Report Wizard or the graphical indexer to process
PDF input files, then you must first install Adobe® Acrobat® on the workstation from which you
plan to run the OnDemand Administrator client.
Important: Content Manager OnDemand provides the ARSPDF32.API file
to enable PDF viewing from the client. If you install the client after
you install Adobe Acrobat,
then the installation program will copy the API file to the Acrobat plug-in directory. If you install
the client before you install Adobe Acrobat, then you must copy the API file
to the Acrobat plug-in directory. Also,
if you upgrade to a new version of Acrobat,
then you must copy the API file to the new Acrobat plug-in
directory. The default location of the API file is C:\Program
Files (x86)\IBM\OnDemand Clients\V10.1\PDF. The default Acrobat plug-in directory is C:\Program
Files (x86)\Adobe\Acrobat x.y\Acrobat\plug_ins,
where x.y is the version of Acrobat,
such as 10.0 or 11.0 or 2016.
You can define indexing information in a visual
environment. You begin by opening a sample input file with the graphical
indexer.
You can run the graphical indexer from the Report
Wizard or by choosing the sample data option from the Indexer Information
tab of the application. After you open an input file in the graphical
indexer, you define triggers, fields, and indexes. The PDF indexer
uses the triggers, fields, and indexes to locate the beginning of
a document in the input data and extract index values from the input
data. Once you have defined the triggers, fields, and indexes, you
can save them in the application so that Content Manager OnDemand can use them later on to
process the input files that you load into the system.
You define
a trigger, field, or index by drawing a box around a text string with
the mouse and then specifying properties. For example, to define a
trigger that identifies the beginning of a document, you could draw
a box around the text string Account Number on the
first page of a statement in the input file. Then, on the Add a Trigger
dialog box, you would accept the default values provided, such as
the location of the text string on the page. When processing an input
file, the PDF indexer attempts to locate the specified string in the
specified location. When a match occurs, the PDF indexer knows that
it has found the beginning of a document. The fields and indexes are
based on the location of the trigger.
The PDF file that you
open with the graphical indexer should contain a representative sample
of the type of input data that you plan to load into the system. For
example, the sample input file must contain at least one document.
A good sample should contain several documents so that you can verify
the location of the triggers, fields, and indexes on more than one
document. The sample input file must contain the information that
you need to identify the beginning of a document in the input file.
The sample input file should also contain the information that you
need to define the indexes. When you load an input file into the system,
the PDF indexer will use the indexing information that you create
to locate and extract index values for each document in the input
file.
The following example describes how to use the graphical
indexer from the report wizard to create indexing information for
an input file. The indexing information consists of a trigger that
uniquely identifies the beginning of a document in the input file
and the fields and indexes for each document.
- To begin, start the administrative client.
- Log on to a server.
- Start the report wizard by clicking the Report Wizard button on
the toolbar. The report wizard opens the Sample Data dialog box.
- Click Select Sample Data to open the Open dialog box.
Restriction: For IBM® i users: The PDF Indexer
can process only stream files when running on IBM i. PDF spooled files are
not supported.
- Type the name or full path name of a file in the space provided
or use the Look in or Browse commands to locate a file.
- Click Open. The graphical indexer opens the input file in the
report window.
- Press F1 at any time for assistance with using the graphical indexer.
- Define a trigger.
- Find a text string that uniquely identifies the beginning of a
document. For example,
Account Number, Invoice
Number, Customer Name, and so forth.
- Using the mouse, draw a box around the text string. Start just
outside of the upper left corner of the string. Click and hold mouse
button one. Drag the mouse towards the lower right corner of the string.
As you drag the mouse, the graphical indexer uses a dotted line to
draw a box. When you have enclosed the text string completely inside
of a box, release the mouse button. The graphical indexer highlights
the text string inside of a box.
- Click the Define a Trigger button on the toolbar to open the Add
a Trigger dialog box. Verify the attributes of the trigger. For example,
the text string that you selected in the report window should be displayed
under Value; for Trigger1, the Pages to Search should be set to Every
Page. Click Help for assistance with the other options and values
that you can specify.
- Click OK to define the trigger.
- To verify that the trigger uniquely identifies the beginning of
a document, first put the report window in display mode. Then click
the Select tool to open the Select dialog box. Under Triggers, select
the trigger. The graphical indexer highlights the text string in the
current document. Select the trigger again. The graphical indexer
should highlight the text string on the first page of the next document.
Use the Select dialog box to move forward to the first page of each
document and return to the first document in the input file.
- Put the report window in add mode.
- Define a field and an index.
- Find a text string that can be used to identify the location of
the field. The text string should contain a sample index value. For
example, if you want to extract account number values from the input
file, then find where the account number is printed on the page.
- Using the mouse, draw a box around the text string. Start just
outside of the upper left corner of the string. Click and hold mouse
button one. Drag the mouse towards the lower right corner of the string.
As you drag the mouse, the graphical indexer uses a dotted line to
draw a box. When you have enclosed the text string completely inside
of a box, release the mouse button. The graphical indexer highlights
the text string inside of a box.
- Click the Define a Field button on the toolbar to open the Add
a Field dialog box.
- On the Field Information page, verify the attributes of the index
field. For example, the text string that you selected in the report
window should be displayed under Reference String; the Trigger should
identify the trigger on which the field is based. Click Help for assistance
with the options and values that you can specify.
- On the Database Field Attributes page, verify the attributes of
the database field. In the Database Field Name space, enter the name
of the application group field into which you want Content Manager OnDemand to store the index value.
In the Folder Field Name space, enter the name of the folder field
that will appear on the client search screen. Click Help for assistance
with the other options and values that you can specify.
- Click OK to define the field and index.
- To verify the locations of the fields, first put the report window
in display mode. The fields should have a blue box drawn around them.
Next, click the Select tool to open the Select dialog box. Under Fields,
click Field 1. The graphical indexer highlights the text string in
the current document. Select Field 1 again. The graphical indexer
should move to the next document and highlight the text string. Use
the Select dialog box to move forward to the each document and display
the field. Then return to the first document in the input file.
- Put the report window in add mode.
- Click the Create Indexer Parameters and Fields Summary toolbar
button. Use the Create Indexer Parameters and Fields Summary dialog
box to create and view a summary of the indexing parameters and field
values.
- When you have finished defining all of the triggers, fields, and
indexes, close the report window.
- Click Yes to save the changes to the indexer parameters.
- On the Sample Data window, click Next to continue with the report
wizard.