› Capture Profile Configuration › Advanced Indexing › Lookups › Definition

Definition

There are two different types of database lookups:

  • Query lookups use values from certain index fields to run a query in the selected database table, or view and return only records matching those values.

  • List lookups return all the records from the select row within a table or view and allow the user to select the record they wish to use to populate the selected index fields.

Name is the name of the current database lookup definition.

The Provider can be one of the following:

  • Delimited Text Files (for example, CSV)

  • FileBound

  • FileBound List

  • IBM DB2 (AS400 or MVS)

  • IBM Informix Dynamic Server

  • Microsoft Access

  • Microsoft SharePoint Choice Field

  • Microsoft SharePoint List

  • Microsoft SharePoint Person/Group

  • Microsoft SharePoint Term Set

  • Microsoft SQL Server

  • ODBC Compliant Databases

  • OpenLink Virtuoso Server

  • Oracle

  • Xero

With the exception of OpenLink and ODBC, the program connects directly to them without any further configuration, which is presented in the program's configuration screens. Some databases require a client application to be loaded on each computer connecting to that database. Check with the database provider for more information.

Next to Configuration, click the Setup button to configure the lookup.

In the dialog box that opens after clicking Setup, another Setup button might show up that needs to be clicked.

Outlined below is the provider information needed for configuration.

Provider Instructions

Delimited Text Files (for example, CSV)

  1. Select the directory.

  2. Select the file.

  3. Select the file type.

    • CSV Delimited

    • Tab Delimited

    • Fixed Length Fields

    • Custom Delimited

    • Enter the Custom Delimiter (| or ,)

  4. Select the box if the first row contains field names.

FileBound

  1. Select the version of the FileBound.

  2. Enter the FileBound server URL.

  3. Enter the user name and password.

  4. Click Test Connection.

  5. Select the desired project.

FileBound List

  1. Select the version of the FileBound.

  2. Enter the FileBound server URL.

  3. Enter the user name and password.

  4. Click Test Connection.

  5. Select the desired project.

  6. Select the desired list field.

IBM DB2

  1. Enter the name of the database alias.

  2. Enter the schema (optional).

  3. Enter the user ID and password for the selected database.

IBM Informix Dynamic Server

  1. Enter the name of the host.

  2. Enter the name of the service.

  3. Enter the name of the server.

  4. Enter the name of the database.

  5. Enter the user ID and password for the selected database.

Microsoft Access

  1. Enter the path to the Access database or click Browse to locate it.

  2. Enter the user ID and password if applicable.

Microsoft SharePoint Choice Field

  1. Enter the SharePoint Site Address.

  2. Enter the User Name.

  3. Enter the Password.

  4. Select Test Connection.

  5. Select the desired Web.

  6. Select the desired Document Library/List.

  7. Select the desired Choice Field.

Microsoft SharePoint List

  1. Enter the SharePoint site address.

  2. Enter the user name and password.

  3. Click Test Connection.

  4. Select the desired web.

  5. Select the desired document library or list.

Microsoft SharePoint Person/Group

  1. Select the SharePoint version.

  2. Enter the SharePoint site address.

  3. Enter the user name.

  4. Enter the domain if applicable.

  5. Enter the password.

  6. Click Test Connection.

  7. Select the desired web.

  8. Select the desired lookup type (person or group).

Microsoft SharePoint Term Set

  1. Select the SharePoint version.

  2. Enter the SharePoint site address.

  3. Enter the user name, password, and domain.

  4. Click Test Connection.

  5. Select Term store ID, Term set ID, or Parent term ID.

Microsoft SQL Server

  1. Enter the name of the SQL server or select a server from the list to locate it.

    This queries the whole domain for all SQL servers.

  2. Select the database to use.

ODBC Compliant Database Select a predefined system DSN.
OpenLink Virtuoso Server

  1. Enter the name of the Virtuoso server.

  2. Enter the name of the qualifier.

  3. Enter the name of the owner.

  4. Enter the name of the database.

  5. Enter the user ID and password for the selected database.

  6. Click Test Connection.

Oracle

  1. Enter the name of the Oracle server.

  2. Enter the schema / owner (optional).

  3. Select Use trusted connection or enter the user ID and password for the selected Oracle server.

Xero

  1. Enter the connection.

  2. Select the lookup type.

In the Field mappings grid, you can map the index fields defined in Capture Profile: Indexing with the fields defined in the selected database table.

Icon Description
Edit Field Mapping

Opens the Lookup Field Selection dialog box, where you can map the selected field.

Clear Field Mapping

Clears the selected field.