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Policy Editor Field References

The Policy Editor window allows you to create, edit, import, and save policies that define the fields used to create archive index entries. The Policy Editor allows you to extract index entries from LPFD and text report pages, from index files that refer to scanned images, and from XML pages.

This topic provides explanations of the Policy Editor windows, dialog boxes, and context menus used when working with policies.

Policy Editor Window

The Policy Editor window provides the context within which you create new policies and change existing policies. When you open the Policy Editor window, in almost all cases, the top portion of the window displays the data available for use as index entries. When a policy is open, its name is displayed in the title bar.

To automatically set extract criteria options, highlight the data or field label on the top portion of the Policy Editor window before opening the Field Settings dialog box. After the fields making up the policy and the dependencies among them are defined, clicking a field that is dependent on another field displays a visual representation of the dependency in the top portion of the Policy Editor window.

When you open the Policy Editor window, the contents of the displayed report might appear differently than the printed version because the Policy Editor window displays only the portions of the report that it can interpret as data.

When displaying text reports, the report might not look different at all. A sample Policy Editor window with an open text report and policy is shown in this figure:

When displaying LPFD reports and documents, the page might look considerably different, depending on what percentage of the page is made up of images. You can change the display as follows:

To display the text on the page in the original graphical layout and format, select Edit } Page View Mode } Text with Layout. This is the default setting.
To display the page without graphical formatting, select Edit } Page View Mode } Text Only. To clearly outline each logical field, select Edit } Show Logical Fields.

A sample printed LPFD document is shown in the figure below:

When you select the Edit } Page View Mode } Text with Layout option, the same document retains its original graphical layout when displayed in the Policy Editor window. The document, as displayed in the Policy Editor window, is shown here.

When you select the Edit } Page View Mode } Text Only option, the same document loses all graphical layout and displays only unformatted text. The document as displayed in the Policy Editor window, is shown here.

When displaying an index file associated with scanned check images, position indicators, hexadecimal values, and their ASCII equivalents are displayed in the Policy Editor window. When the Policy Editor window cannot display characters, it displays a decimal point in the ASCII portion of the window. You can select either hexadecimal values or ASCII characters when creating a field. A sample Policy Editor window with an open Unisys check image index file, is shown here.

When displaying a Kofax Ascent Capture index file, the top portion of the Policy Editor window is empty, and the metadata fields created by the text release script are displayed in the Internal Metadata Window.

The bottom portion of the Policy Editor window can display these windows:

Region Window - displays the regions defined on a page
Internal Metadata Window - displays the metadata keys and values associated with the report
Field Window - displays the fields and levels that comprise the policy
Group Window - displays the fields that make up the existing groups
Sample Window - displays the archive index entries generated from the groups

To open and close these windows, select items on the Edit } Control Windows submenu. To close a window, you can also select the Hide panel item on each window’s context menu. To see a window’s context menu, right-click in the window. You can resize windows individually using the separator bar between windows.

When an LPFD report is open in the Policy Editor, and regions are enabled, you can change the orientation of the page in the Policy Editor window, by selecting the appropriate item on the Edit } Page Rotation submenu.

To open the Page Settings dialog box associated with the report, document, or image index file, select Page Settings from the Edit menu.

Page Settings Dialog Box

After you select the report, policy processing analyzes the report file and determines its data type and page settings. It displays the data type in the Page Settings dialog box, as shown here.

Usually you will not need to modify page settings; however, you can view or modify them by clicking Page Attributes. A corresponding Page Attributes dialog box is displayed.

This table describes the field of the Page Settings dialog box.

Field

Description

Select data type

Displays data type of the report file.

AFP Attributes

The Page Attributes dialog box for AFP reports is shown here.

This table describes the fields of the Page Attributes for AFP Reports dialog box.

Field

Description

Inline resources

Indicates that the resources are obtained from the report file.

External resources

Indicates that the resources are obtained from the files residing in the resource path.

Formdef

Form definition. Required only if the report uses external resources.

Resource path

Directory that contains the form definition and any other required external resources, such as overlays and character sets. Required only if a form definition is specified.

All the resources in this directory must be AFP resources without Carriage Returns or Line Feeds.

  • If you manually enter an absolute resource path, you must type the UNC form starting from the name of server, for example: \\MOBSERVER\Data\Group.
  • If you click Browse to select an absolute resource path, you must start from My Network Places.

The path for the resources is specified as an absolute path

The path specified in Resource path is an absolute path, that is, it specifies a root directory.

The path for the resources is specified relative to the input file location

The path specified in Resource path is a relative path, that is, it specifies the directory relative to the location of the report input file.

CSV Attributes

The Page Attributes dialog box for CSV files is shown here.

This table describes the fields of the Page Attributes for CSV Files dialog box.

Field

Description

Start a new column after each

Character that identifies the end of one column and the beginning of the next column.

Do not use this character as a column separator if it is enclosed between

Denotes the column separator character as having a different purpose. Instead of separating columns, the character is displayed within the column.

For example, if you defined a comma as a column separator, then defined quotation marks as the characters to denote the column separator as text, the comma between the quotation marks appears as a comma in the displayed file, as shown in this sample:

Line in input file:

Manager, “Doe, John”,39

Line in displayed file:

Manager Doe, John 39

Break the single page file into multiple pages

Indicates whether the single page file is viewed as multiple pages. If so, you can specify how to determine the page breaks.

Any start page marker from the list

Page breaks before any one of the multiple start markers that you enter. For example, if you enter -yy, -Y, and -ab5, a page starts whenever any of these three start markers appears in the report. To create a start marker, enter it in the upper field and click Add. To edit or delete a start marker, select it in the lower field and click Modify or Remove.

Any end page marker form the list

Page breaks after any one of the multiple end markers that you enter. For example, if you enter -yy, -Y, and -ab5, a page ends whenever any of these three end markers appears in the report. To create an end marker, enter it in the upper field and click Add. To edit or delete an end marker, select it in the lower field and click Modify or Remove.

Start a new page after a specific number of rows

Page break occurs after the number of rows you specify.

Start a new page after the values in one of the selected columns changes

Page break occurs when the value of a column changes. You specify the column by clicking the Select columns button and then clicking the column number of the displayed report.

Adobe PDF and PostScript Attributes

The Page Settings dialog box for PDF and PostScript reports is shown here.

This table describes the fields of the Page Settings for PDF/PostScript Reports dialog box.

Field

Description

Data type

Displays “PDF/PS” for Adobe PDF and PostScript reports.

Rotation

Select the degree by which to rotate the document so that the report is right side up. Documents rotate clockwise.

The Rotation field is visible only if your administrator has enabled the rotation option in the mobius.reg file.

% of the width of the space character

Select the percentage of a standard space character that the Policy Editor uses to recognize as a space between words.

If your PDF document contains condensed or extended text, the text might appear illegible. To adjust how the text is displayed in the Policy Editor, you must redefine the space character as a percentage of the standard one.

Note that if the PDF document contains condensed text, the width of the space character must be set to less than 100%. If the PDF document contains extended text, the width of the space character must be set to greater than 100%. You might have to use trial and error to determine the correct percentage to use.

The Word Spacing section is visible only if your administrator has enabled this option in the mobius.reg file.

SAP R/3 Print Lists Attributes

The Page Attributes dialog box for SAP R/3 Print Lists, ALF formats 1 and 2 is shown here.

This table describes the fields of the Page Attributes for SAP R/3 ALF Print dialog box.

Field

Description

Format1

Indicates print list is ALF format 1.

Format2

Indicates print list is ALF format 2.

Image Index Files Attributes

The Page Attributes dialog box for image index files is shown here.

This table describes the fields of the Page Attributes for Image Index Reports dialog box.

Field

Description

EBCDIC

Option is disabled.

ASCII

Option is disabled.

Conversion Profile

Indicates that a Configuration Profile is providing a definition of the index file record layout and the location of images.

Kofax Ascent Capture

Indicates that a Kofax Ascent Capture CSV file is providing all required information.

Text Report Attributes

The Page Attributes dialog box for text reports is shown here.

To set the length of pages, click Change page delimiter.
To set the length of lines on pages, click Change line delimiter.

Refer to Setting Line Length for EBCDIC Text Reports or Setting Line Length for ASCII Text Reports.

You have different options for EDCDIC and ASCII page settings. For example, you can specify page breaks based on page content in ASCII reports only.

This table describes the fields of the Page Attributes for Text Reports dialog box.

Field

Description

EBCDIC

EBCDIC character set is used by the report; typical of mainframe reports.

ASCII

ASCII character set is used by the report; typical of PC reports.

Setting Page Length for EBCDIC Text Reports

This dialog box is for setting the length of pages in EBCDIC text reports, with an example value.

This table describes the fields of the Page Delimiter for EBCDIC Text Reports dialog box.

Field

Description

Page is delimited with:

Page length is controlled by a delimiter.

Column 1 ANSI carriage control

Page length is determined by ANSI carriage control character in column 1.

Column 1 machine carriage control

Page length is determined by machine carriage control character in column 1.

Page contains... lines

Page length is the specified number of lines.

Setting Page Length for ASCII Text Reports

This dialog box is for setting the length of pages in ASCII text reports, with an example.

This table describes the fields of the Page Delimiter for ASCII Text Reports dialog box.

Field

Description

Page is delimited with:

Page length is controlled by a delimiter

Form feed

Page length is determined by form-feed characters.

Column 1 ANSI carriage control

Page length is determined by ANSI carriage control character in column 1.

Any start page marker from the list

Page length starts with any one of the multiple start markers that you enter. For example, if you enter -ÿÿ, -Ÿ, and -üä5, a page starts whenever any of these three start markers appears in the report. To create a start marker, enter it in the upper field and click Add. To edit or delete a start marker, select it in the lower field and click Modify or Remove.

Any end page marker from the list

Page length ends with by any one of the multiple end markers that you enter. For example, if you enter -ÿÿ, -Ÿ, and -üä5, a page ends whenever any of these three end markers appears in the report. To create an end marker, enter it in the upper field and click Add. To edit or delete an end marker, select it in the lower field and click Modify or Remove.

Page contains... lines

Page length is the specified number of lines.

Setting Line Length for EBCDIC Text Reports

This dialog box is for setting the length of lines in EBCDIC text reports.

This table describes the fields of the Line Delimiter Dialog Box for EBCDIC Text Reports dialog box.

Field

Description

Line is delimited with RDW (Record Descriptor Word)

Line length is determined by a Record Descriptor Word.

Line contains... characters

Line length is the specified number of characters.

Setting Line Length for ASCII Text Reports

This dialog box is for setting the length of lines in ASCII text reports, with an example value.

This table describes the fields of the Line Delimiter Dialog Box for ASCII Text Reports dialog box.

Field

Description

Line is delimited with:

Line length is controlled by a delimiter.

CR/LF

Line length is determined by paired carriage return/line-feed characters.

LF

Line length is determined by the line-feed character.

Line contains... characters

Line length is the specified number of characters.

Xerox Reports Attributes

This dialog box is for setting Page Attributes for Xerox reports.

This table describes the fields of the Page Attributes for Xerox Reports dialog box.

Field

Description

JDL

The JDL that contains resources for the Xerox report.

JDE

The JDE defined in the JDL that contains resources for the Xerox report.

Resource path

Directory that contains the form definition. Required only if a form definition is specified.

  • If you manually enter an absolute resource path, you must type the UNC form starting from the name of server, for example: \\MOBSERVER\Data\Group.
  • If you click Browse to select an absolute resource path, you must start from My Network Places.

The path for the resources is specified as an absolute path

The path specified in Resource path is an absolute path, that is, it specifies a root directory.

The path for the resources is specified relative to the input file location

The path specified in Resource path is a relative path, that is, it specifies the directory relative to the location of the report input file.

Obtain from JSL

Page and record delimiters are defined in a JSL file.

Select carriage control and record length

Page and record delimiters are specified in the dialog box controls.

ANSI

Page length is determined by an ANSI carriage control character.

Machine

Page length is determined by a machine carriage control character.

None

Carriage controls do not determine page length.

Fixed at... characters

Record length is the specified number of characters.

RDW (Record Descriptor Word)

Record length is determined by a Record Descriptor Word.

XML Attributes

This dialog box is for setting the Page Attributes for XML reports.

This table describes the fields of the Page Attributes for XML Reports dialog box.

Field

Description

Break the report on pages on the following tag

Archive XML reports with multiple pages and specify the tag that starts a new page.

Archive the report with resources

Archive the report with eXtensible Stylesheet Language (XSL) and Cascading Style Sheet (CSS) resources.

Resource path

Directory that contains the resources. Required only if you select Archive the report with resources.

  • If you manually enter an absolute resource path, you must type the UNC form starting from the name of server, for example: \\MOBSERVER\Data\Group.
  • If you click Browse to select an absolute resource path, you must start from My Network Places.

The path for the resources is specified as an absolute path

The Resource path is an absolute path, that is, it specifies a root directory.

The path for the resources is specified relative to the input file location

The Resource path is a relative path, that is, it specifies the directory relative to the location of the report input file.

Form Attributes

The Form Attributes dialog box specifies the parameters of forms to be embedded into archives. Form parameters include:

A presentation file which contains all necessary references to the policy and images
A policy
Images or PDF overlays

When you retrieve the document, the embedded forms are extracted from the archive and applied to the page being viewed or downloaded. Embedding of forms is supported for AFP, PCL, PDF, PostScript, text and Xerox reports.

The Form Attributes dialog box is shown here.

This table describes the fields of the Form Attributes dialog box.

Field

Description

Archive a form with this document

Enables embedding forms into archives

Specify the path that contains the resources for the form:

Directory that contains the form resource files.

  • If you manually enter an absolute resource path, you must type the UNC form starting from the name of server, for example: \\MOBSERVER\Data\Group.
  • If you click Browse to select an absolute resource path, you must start from My Network Places.

This is an absolute path

The path to the form resource files is an absolute path, that is, it specifies a root directory.

This path is relative to the input file location

The path to the form resource files is a relative path, that is, it specifies the directory relative to the location of the report input file.

If multiple files exist in the specified directory, select the presentation file that is applied to the form.

The presentation file to be applied to the report page when retrieving the document.

If you modify the presentation file after creating the policy, you must reselect the presentation file and resave the policy.

Region Settings Dialog Box

The Region Settings dialog box allows you to establish, change, or display the settings for a region. Regions allow you to isolate a portion of a page regardless of overall page layout. You can only create dependencies among fields within a single region. It is a good idea to create regions that encompass data in a single font. You can expand, condense, and vertically realign text within a region in order to more easily and accurately define fields.

This table describes the fields of the Region Settings dialog box.

Field

Description

Name

Assign a name to the region. The region name must begin with a letter or underscore; must contain only letters, numbers, and underscores; and must be a maximum of 32 characters. Region names must be unique within a policy. This is a required field.

Start Anchor

These settings define the anchor for the top left corner of the region. These settings are optional.

End Anchor

These settings define the anchor for the bottom right corner of the region. These settings are optional.

Related to

When you select this option, enter the text to which this region is anchored. This text must appear on the page in order for Archive Creator to extract data during archive creation. This field is optional.

occurrence

When the anchor text occurs more than once on a page, identify the occurrence the region uses as its anchor. Defaults to the first occurrence.

Case Sensitive

Select this option when the case of the anchor text on the page must match the case found in the Related to field.

Floating Window

The Floating window displays the content of a region and lets you define fields within that region. Content is displayed in a fixed pitch font that allows you to use column and row positions to define fields. The Floating window also provides a toolbar that lets you adjust the spacing and alignment of the characters found within the region. You can define dependencies only among fields within the same region.

This table describes the functions provided by the buttons on the Floating window toolbar:

Button

Function

Expand spacing between characters

Condense spacing between characters

Increase the vertical range within which automatic alignment occurs

Decrease the vertical range within which automatic alignment occurs

Reset spacing and alignment settings to default

Field Settings Dialog Box

The Field Settings dialog box allows you to establish, change, or display the field definition and extract criteria for individual fields. Each tab or panel contains field definition or extract criteria options. When the Field Settings dialog box appears, the General Panel is always displayed. The content of the General Panel varies, depending on the Data type you selected on the Page Settings dialog box.

The Field Settings dialog box appears as either a wizard,

Or as a tabbed dialog box.

When the tabbed dialog box style is active, the Use Field Wizard checkbox appears at the bottom of each panel. Select this option if you want to use the wizard style when creating a new field.

Navigating the Field Settings Dialog Box

When the wizard style is active:

Click Next to bring up the next panel. When the current panel is the Summary panel, click Finish to save the field definition information and close the wizard. Or, press the Enter key to bring up the next panel. When the current panel is the Summary panel, the field definition information is saved and the wizard closes.
Click Cancel or press the Escape key to close the wizard without saving field definition information.

When the classic tabbed dialog box style is active:

Click the tab to display the panel.
Click OK or press the Enter key to save field definition information and close the dialog box.
Click Cancel or press the Escape key to close the dialog box without saving field definition information.

General Panel

The General panel displays the name of the field. There are two versions of the General panel: one version for reports and documents other than XML, and one version for XML pages. For reports other than XML, the General panel lets you select the type of data that is expected in the field and, if applicable, the name of the region to which the field belongs. It also allows you to indicate that, for LPFD reports, logical coordinates are used to determine the position of the field on the report. The Field Data Types vary depending on the Data type you selected on the Page Settings dialog box.

This table describes the fields of the Field Setting General wizard panel.

Field

Description

Field name

Assign a name to the field. The field name must begin with a letter, must contain only letters and numbers, and must be a maximum of 32 characters. This is a required field.

Data Source

Select whether the data is extracted from information that is present on the page, or is extracted from metadata (data that is not present on the page). Metadata strings are associated with the report page or image, but are not displayed on the page or image. Metadata includes such items as the file date, file location, and file name. If an LPFD does not have any defined regions, the Extract metadata option is disabled.

Field data type

Select the Field data type that identifies the type of data that this field should contain. If the data that actually appears on the report does not match the characteristics of the selected data type, the data is ignored by the extraction process. Depending on the Field data type you select, the options appearing on the Attributes panel vary. See Characteristics of Field Data Types for a description of the general characteristics of each type. This is a required field.

Region name

Select the name of the region to which the field belongs. This option is enabled for LPFDs when you select Edit } Page View Mode } Text with Layout.

The Metadata key option replaces the Region name when you are extracting metadata from the page.

Metadata key

Select the name of the metadata key with which the field is associated. If you used the Create Field item on the Internal Metadata Window context menu to add this field definition, the entry in the Metadata key field defaults to the metadata key name or, if the metadata key name is duplicated, with a field name in the format: FieldN.

This option replaces the Region name when you are extracting metadata from the page.

Use logical coordinates

Specify whether to use LPFD logical coordinates to define the position of the field on the LPFD report page. This option is enabled when all of these conditions are true:

The report page is in one of the LPFD formats: AFP, DJDE/Metacode, PCL, PDF, or PostScript.
You set Edit } Page View Mode to Text Only.
You select a Field data type other than Boolean or Fixed Length Text.

When you select this option, the Dependencies panel displays the field’s position as a Fixed Index rather than a Fixed Column.

General Panel for XML Pages

The General panel for XML pages displays the name of the field and the XML-related parameters that are expected in that field.

This table describes the fields of the General Panel for XML wizard panel.

Field

Description

Field Name

Assign a name to the field. The field name must begin with a letter, must contain only letters and numbers, and must be a maximum of 32 characters. This is a required field.

XML Element Name

Select or assign the name of the XML element on which the field is based. This is a required field.

Attribute

Value

Enter one or more attribute-value pairs if you want to extract the data only when at least one of the pairs exists within the XML Element. This field is optional.

Use Attribute Value

Select this option when the data you want to extract is the attribute value. If you select this option, you must also select the appropriate attribute from the drop-down list. If you do not select this option, the Policy Editor extracts the element value.

Characteristics of Field Data Types

This table lists the Field Data Types and a description of each data type.

Field type

Field Expected to Contain:

Date

Date in one of the date formats recognized by Archive Creator, for example, MM/DD/YYYY or YYMMDD.

Fixed Length Text

Fixed number of printable characters. This option is not available when the Data Source is Extract metadata.

Number/Currency

Numeric data, including monetary amounts and binary numbers. Number fields can contain commas and decimal points. Currency fields can contain a currency symbol, commas, and decimals. Negative numbers, or credits, can be indicated in one of three ways: -, (), or CR. The Policy Editor can convert binary numbers to ASCII index entries, or to signed or unsigned numeric value index entries.

Variable Length Text

Character string that can vary in length. The character that is recognized as the end-of-string character is user-defined. All characters preceding the first end-of-string character are extracted.

Boolean

Hexadecimal content from a binary file. This option is only available when you are creating a policy using a binary image index file.

Boolean Attributes Panel

If, on the General panel, you selected Boolean as the Field Data Type, the Boolean Attributes panel is displayed.

This table describes the fields of the Boolean Attributes wizard panel.

Field

Description

Both TRUE and FALSE

Select this option when you always want to extract the hexadecimal bytes. When the extracted bytes are:

  • hex 00 or NULL, the Policy Editor exports the ASCII character 0
  • not hex 00, the Policy Editor exports the ASCII character 1

TRUE

Select this option when you want to extract the hexadecimal bytes only when they are not hex 00. The Policy Editor exports the ASCII character 1.

FALSE

Select this option when you want to extract the hexadecimal bytes only when they are hex 00. The Policy Editor exports the ASCII character 0.

Data Type Panel for XML Pages

If you are creating a policy for an XML page, the Data Type panel is displayed after the General panel.

This table describes the fields of the Data Type for XML Pages wizard panel.

Field

Description

Field Data Type

Select the Field Data Type that identifies the type of data that this field should contain. If the data that actually appears on the report does not match the characteristics of the selected data type, the data is ignored by the extraction process. Depending on the Field Data Type you select, the options appearing on the Attributes panel vary.

Date Attributes Panel

If, on the General panel, you selected Date as the Field Data Type, the Date Attributes panel is displayed.

This table describes the options and fields of the Date Attributes wizard panel.

Option

Description

Date format

Select the format of the date you are defining as a field. The Policy Editor extracts only data in the defined field that matches this format. This is a required field.

Extract all data

Select this option to extract data regardless of the contents of the Match date list.

Allow blank fields

Select this option to allow blanks to be defined as a field. The Date format determines the number of blanks extracted (e.g., if MM/DD/YY is the selected format, eight blanks are extracted). Valid only if you selected Extract all data.

Extract all data except data in list

Select this option to extract only dates that do not match those in the Match date list.

Extract only data in list

Select this option to extract only dates that match those in the Match date list.

MM DD YYYY

When you select Extract only data in list, you can either enter a date in this field to add to the Match date list box or you can select a date in the Match date list box and modify it in this field.

This field is optional.

Match date list

List of dates to which to match date fields when determining data to extract.

You can add, modify, or remove dates on this list as follows:

  • To add a date, enter a date in the MM DD YYYY field and click Add.
  • To modify a date, select the date, click Modify, modify it in the MM DD YYYY field, then click Add.
  • To remove a date, select the date and click Remove.

Earliest date

Select this option to extract the data only if the data found on the report page is equal to or later than the date entered in the MM DD YYYY field. This is an optional field.

Latest date

Select this option if you want to extract the data only if the data found on the report page is equal to or earlier than the date entered in the MM DD YYYY field. This is an optional field.

Fixed Length Text Attributes Panel

If, on the General panel, you selected Fixed Length Text as the Field Data Type, the Fixed Length Text Attributes panel is displayed.

This table describes the options and fields of the Fixed Length Attributes wizard panel.

Option

Description

String Length

Enter the number of characters in the field, including blanks. The contents of this field, together with the Number of Rows field, determine the number of characters to be extracted. This is a required field.

Number of Rows

Enter the number of rows in the field, including rows that might be empty. The contents of this field, together with the String Length field, determine the number of characters to be extracted. This is a required field.

Extract All Data

Select this option to extract data regardless of the contents of the match list box.

Allow Blank Fields

Select this option to allow blanks to be defined as a field. The String Length determines the number of blanks extracted. Valid only if you selected Extract All Data.

Extract Only Data in List

Select this option to extract only character strings that match those in the match list box.

Extract All Data Except Data in List

Select this option to extract only character strings that do not match those in the match list box.

New string match

When you select Extract Only Data in List, you can either enter a string in this field to add to the match list box or you can select a string in the match list box and modify it in this field. This field is optional.

Match Case

When you select Extract Only Data in List, Match Case distinguishes between uppercase and lowercase characters and extracts only data in which the capitalization matches that of the strings in the match list box.

match string list

List of character strings to which to match fields when determining data to extract.

You can add, modify, or remove character strings on this list as follows:

  • To add a string, enter a character string in the New string match field and click Add.
  • To modify a string, select the character string, click Modify, modify it in the New string match field, then click Add.
  • To remove a string, select the character string and click Remove.

Note that you can include these wildcard characters in strings that you add or modify:

  • * Replaces any number of alphanumeric characters.
  • ? Replaces any single alphanumeric character.
  • @ Replaces any single alphabetic character.
  • # Replaces any single numeric character.

When specifying character strings, add as many unique details as possible. This narrows the search and prevents Mobius from trying to match the string against every character position on every page, which can impact system performance. For example, specifying “Account ID” rather than just “Account” prevents unwanted matches such as “Account Name” or “Account Balance”.

Number/Currency Attributes Panel

There are two versions of the Number/Currency Attributes Panel. The version of the panel that appears depends on whether you are creating policies for text and LPFD reports, or for binary image index files. If, on the General panel for text and LPFD reports, you selected Number/Currency as the Field Data Type, the Number/Currency Attributes panel is displayed.

This table describes the options and fields of the Number/Currency Attributes for text and LPFD Reports wizard panel.

Option

Description

Allow Blank Fields

Select this option to add a field to the policy when the report is blank, and to extract blanks when the field contains all blanks. The number of blanks is determined by the minimum or maximum length specified.

Negative Number

Specify the indicator of a negative number. Negative numbers with an indicator other than the one selected are ignored. The items displayed in the Symbol Position list change according to the indicator you select.

  • Use Minus - A minus sign indicates a negative number.
  • Use Parenthesis - Parentheses indicate a negative number.
  • Use ‘CR’ - A credit indicator indicates a negative number.

Original Numeric Format

Option only appears when the numeric field was originally created in Mobius 3.1. To update the format, uncheck this option and change other options on this panel as appropriate.

Allow Decimal Points

Select this option to extract fields that contain either commas or periods to indicate decimal places.

Allow Currency

Select this option to extract fields that contain a valid currency symbol. The valid currency symbol is the one defined on the Currency tab of the Windows Control Panel, Regional Settings dialog box. The items displayed in the Symbol Position list change when you select this option.

Suppress numbers with separators

Select this option if you do not want to extract numbers that contain separators.

Example:

The separator character is comma. The report contains 12345, 12.34, and 12,345. If you suppress numbers with separators, then 12,435 is ignored during the extraction process, however, the numbers 12345 and 12.34 are extracted.

Digit Grouping

Extract numeric data depending on the use of commas or periods to indicate thousands and decimal places. The items displayed in the Symbol Position list change according to the grouping you select.

Symbol Position

Extract numeric data depending on the negative number indicator, the presence and location of the currency symbol, and the digit grouping you selected.

Minimum length

Extract data depending on its length. If the actual data found on the report page contains fewer characters than the minimum length, the data is ignored. This field is optional.

If you select the Minimum length option, you must also enter the minimum number of characters that this field must contain. Include the number of characters used for commas, decimal point, currency symbol, and negative number indicator in this length.

Maximum length

Extract data depending on its length. If the actual data found on the report page contains more characters than the maximum, the characters in excess of the maximum length are ignored. This field is optional.

If you select the Maximum length option, you must also enter the maximum number of characters that this field must contain. Include the number of characters used for commas, decimal point, currency symbol, and negative number indicator in this length.

Minimum value

Extract data depending on its numeric value. If the actual data found on the report page contains a numeric value less than the minimum value, the data is ignored. This field is optional.

If you select the Minimum value option, you must also enter the minimum value for this field.

Maximum value

Extract data depending on its numeric value. If the actual data found on the report page contains a numeric value greater than the maximum value, the data is ignored. This field is optional.

If you select the Maximum value option, you must also enter the maximum numeric value for this field.

If, on the General panel for binary image index files, you selected Number/Currency as the Field Data Type, the Number/Currency Attributes panel is displayed.

This table describes the fields of the Number/Currency Attributes for Binary Image Index wizard panel.

Option

Description

Text

Extract field contents and export as ASCII alphabetic and ASCII numeric characters. The number of characters extracted is determined by the Minimum length and Maximum length, and Minimum value and Maximum value fields.

Value

Extract field contents and convert hexadecimal characters to decimal value upon export.

Signed

Select this option if the first bit of the last hexadecimal byte indicates the field content is signed. If you do not select this option, the first bit is included when converting hexadecimal characters to decimal value. This option is enabled when you select the Value option.

Number Of Bytes

Select the number of hexadecimal characters to convert to a decimal value. This option is enabled when you select the Value option.

Minimum length

Extract data depending on its length. If the actual data found on the report page contains fewer characters than the minimum length, the data is ignored. This option is enabled when you select the Text option. This field is optional.

If you select Minimum length, you must also enter the minimum number of characters that this field must contain. Include the number of characters used for comma(s) and decimal point in this length.

Maximum length

Extract data depending on its length. If the actual data found on the report page contains more characters than the maximum, the characters in excess of the maximum length are ignored. This option is enabled when you select the Text option. This field is optional.

If you select Maximum length, you must also enter the maximum number of characters that this field must contain. Include the number of characters used for comma(s) and decimal point in this length.

Minimum value

Extract data depending on its numeric value. If the actual data found on the report page contains a numeric value less than the minimum value, the data is ignored. This option is enabled when you select the Text option. This field is optional.

If you select Minimum value, you must also enter the minimum value for this field.

Maximum value

Extract data depending on its numeric value. If the actual data found on the report page contains a numeric value greater than the maximum value, the data is ignored. This option is enabled when you select the Text option. This field is optional.

If you select Maximum value, you must also enter the maximum numeric value for this field.

Variable Length Text Attributes Panel

If, on the General panel, you selected Variable Length Text as the Field Data Type, the Variable Length Text Attributes panel is displayed.

This table describes the options of the Variable Length Text Attributes wizard panel.

Option

Description

Minimum length

Select this option to extract only fields that contain at least the number of characters you specify. Include the number of characters used for commas and decimal points. This field is optional.

Maximum length

Select this option to extract only fields that contain no more than the number of characters you specify. Include the number of characters used for commas and decimal points. This field is optional.

Extract All Data

Select this option to extract data regardless of the contents of the match list box.

Allow Blank Fields

Select this option to allow blanks to be defined as a field. When you specify both Minimum length and Maximum length, Maximum length determines the number of blanks extracted. When you specify either Minimum length or Maximum length, that specified length determines the number of blanks extracted. Valid only if you selected Extract All Data.

Extract Only Data in List

Select this option to extract only character strings that match those in the match list box.

Extract All Data Except Data in List

Select this option to extract only character strings that do not match those in the match list box.

New string match

When you select Extract Only Data in List, you can either enter a string in this field to add to the match list box or you can select a string in the match list box and modify it in this field. This field is optional.

Match Case

When you select Extract Only Data in List, Match Case distinguishes between uppercase and lowercase characters and extracts only data in which the capitalization matches that of the strings in the match list box.

match string list

List of character strings to which to match fields when determining data to extract.

You can add, modify, or remove character strings on this list as follows:

  • To add a string, enter a character string in the New string match field and click Add.
  • To modify a string, select the character string, click Modify, modify it in the New string match field, then click Add.
  • To remove a string, select the character string and click Remove.

Note that you can include these wildcard characters in strings that you add or modify:

  • * Replaces any number of alphanumeric characters.
  • ? Replaces any single alphanumeric character.
  • @ Replaces any single alphabetic character.
  • # Replaces any single numeric character.

When specifying character strings, add as many unique details as possible. This narrows the search and prevents Mobius from trying to match the string against every character position on every page, which can impact system performance. For example, specifying “Account ID” rather than just “Account” prevents unwanted matches such as “Account Name” or “Account Balance.”

Hexadecimal

Specifies the last character of a string. Select a character from the drop-down list to identify the end of the string. In addition to characters in the drop-down list, you can optionally check Hexadecimal and enter a one- or two- character hexadecimal value equivalent of any character you want to use. For example, to specify the hex value 0x0F, enter 0f, 0F, f, or F. The default end-of-string character is a blank.

Formatting Panel

The Formatting panel allows you to change the appearance of data extracted from the report.

There are three versions of the Formatting panel. The system displays the version associated with the type of data specified on the General panel.

Field Data Type Selected

Version of Formatting Panel

Date

Date

Fixed Length Text

Character data

Number/Currency

Numeric data

Variable Length Text

Character data

Boolean

Numeric data

The three versions are:

Date
Character Data
Numeric Data

Date

If the Field Data Type on the General panel is Date, the version of the Formatting panel is displayed.

You can change the appearance of a date extracted from this field using one of these options:

Replace the date with a value that you specify.
Convert the date to YYYYMMDD format.

Character Data

If the Field data type on the General panel is Fixed Length Text or Variable Length Text, the version of the Formatting panel is displayed.

You can change the appearance of the data extracted from this field using one or more of these options:

Replace the data extracted from this field with a value that you specify. If you select this option, the remaining options on this panel are disabled.
Suppress leading and/or trailing spaces when they are extracted from this field.
Collapse consecutive embedded spaces extracted from this field into a single space.
Convert the data extracted from this field into a special format. For example, if you are extracting characters that represent a social security number or telephone number, use this option to display the data in a recognized format. Use wildcards to represent the extracted data; use literals to represent actual characters that you want displayed. This table shows some sample formats to convert extracted data:

Format

Extracted Data

Displayed Data

???-??-????

100309000

100-30-9000

SSN: ???-??-????

100309000

SSN: 100-30-9000

(???) ???-????

9149217200

(914) 921-7200

???-???-????

9149217200

914-921-7200

Change the case of the extracted data to all uppercase characters or all lowercase characters.
Ensure that extracted data contains a minimum number of characters. Spaces are added to data that does not contain the specified minimum.
Ensure that extracted data does not exceed a specified length. Characters that exceed this length are truncated.

Numeric Data

If the Field Data Type on the General panel is Number/Currency or Boolean, the version of the Formatting panel is displayed.

You can change the appearance of the data extracted from this field using one or more of these options:

Replace the data extracted from this field with a value that you specify. If you select this option, the remaining options on this panel are disabled.
Change the format of the data. You can remove the currency symbol and comma and change the negative value designator. For example, you might want to change $1,000 CR to –1000.
Ensure that extracted data contains a minimum length. Determine whether spaces or zeros are added to data that does not contain the specified minimum.
Ensure that extracted data does not exceed a specified length. Characters that exceed this length are truncated.
Determine if extracted blank characters are displayed as spaces or zeros.

Dependencies Panel

The Dependencies panel displays column or index position information, row position information, and information about the field’s position in relation to other fields. When the field occurs within a region, the column and row information is relative to the top left corner of the region, and the field’s position is in relation to fields within the same region. This panel is not available when Metadata is selected as the Field Data Type on the General panel, because metadata is not displayed on a report and does not have positional characteristics.

There are four versions of the Dependencies panel. The version that appears when you are creating a policy for XML pages is significantly different than the others. See “Dependencies Panel for XML Pages” for information.

The Dependencies panel for LPFD reports, when the Enable Regions option is selected, and for text reports is displayed.

The Dependencies panel for LPFD reports, when the Use Logical Coordinates option is selected, is displayed.

This is the Dependencies panel for image index files:

This table describes the fields of the Dependencies for Image Index Files wizard panel.

Field

Description

Use Fixed Column

Select this option if the field always starts in the same column and you want to use its starting column to define its position on the text report. When the field occurs within a region, this column is relative to the top left corner of the region. This field is optional.

Column

Enter the number of the column in which the field starts. This field is pre-filled if you select the field on the report in the Policy Editor window before adding field definition information. If the Use Fixed Column option is selected, this field is required.

Use Fixed Index

This option appears instead of the Use Fixed Column option when the Use Logical Coordinates option is selected on the General panel.

Select this option if the fixed index for the field is always the same and you want to use its index to define its position in the LPFD report. A Fixed Index is a sequential number assigned to each logical field contained in an LPFD report. This field is optional.

Index

This option appears instead of Column when the Use Logical Coordinates option is selected on the General panel.

Enter the index number related to the logical field to be extracted. This field is pre-filled if you select the field on the report in the Policy Editor window before adding field definition information. If the Use Fixed Index option is selected, this field is required.

Use Fixed Position

This option appears instead of the Use Fixed Column option when the policy is being created using an image index file.

Select this option if the field always appears in the same position in every index record, and you want to use the position to define the field. This field is optional.

Position

Enter the number of the position in which the field starts. This field is pre-filled if you select the field on the report in the Policy Editor window before adding field definition information. If the Use Fixed Position option is selected, this field is required.

Use Fixed Row

Select this option if the field always appears in the same row and you want to use the row to define its position on the report. When the field occurs within a region, this column is relative to the top left corner of the region. This field is optional.

Row

Enter the number of the row in which the field appears. This field is pre-filled if you select the field on the report in the Policy Editor window before adding field definition information. If the Use Fixed Row option is selected, this field is required.

The Field Only Occurs Once Per Page

Select this option if the field only occurs once per page. If this option is selected and the field occurs more than once per page, only the first possible instance is considered for extraction. This field is optional.

Field

Displays fields with which a dependency exists. If the field occurs within a region, dependencies can only be established with other fields within the same region. See Adding and Removing Dependencies for instructions on adding, changing, and deleting dependencies. This field is optional.

Dependency

If a field name is entered, a Dependency must be selected.

Adding and Removing Dependencies

To add a field dependency

1. Click the Add button. Dashes appear in the list box under the Field and Dependency headings.
2. Click the dash under the Field heading. Field name and dependency options appear.
3. Click the Field name drop-down list and select the field name of the field with which you are establishing the dependency.
4. Click the Dependency drop-down list and select the option that describes the dependency you want to establish.

To remove a field dependency, select the dependency you wish to remove, then click the Remove button.

Dependencies Panel for XML Pages

The Dependencies panel displays information about the field’s relationship to other XML elements and fields. This is the Dependencies panel for XML pages:

This table describes the fields of the Dependencies for XML Pages wizard panel.

Field

Description

Parent XML Element

Select this option if the parent XML element for this field is always the same and you want to use the parent element to define the position of this field. This field is optional.

Available Fields

Displays the fields that can be used as parent fields, that is, fields at a higher level in the hierarchy of XML elements.

Selected Fields

Displays the parent fields.

Level Panel

Levels describe the relative hierarchical relationships among fields. In general, this means Level 2 fields repeat within Level 1 fields, and Level 3 fields repeat within Level 2 fields, and so on. For example, a Company (Level 1) can have divisions (Level 2) that each have offices (Level 3) tracking expenses by expense type (Level 4).

Levels also define when data is extracted depending on one-to-one and one-to-many relationships between fields in a group. Each occurrence of a field on a report is called an instance, and the scope of that instance continues until the next instance of that field or the end of the report page, whichever occurs first.

When two fields are assigned the same level, both fields are extracted only when there is a one-to-one relationship between them. For example, if Field A and Field B are both assigned Level 2, and there are four instances of Field A and five instances of Field B, only the first four instances of data in Fields A and B are extracted. The fifth instance of Field B is ignored.
When two fields are assigned different levels, data is extracted when there is a one-to-one or a one-to-many relationship between the field with the lower level number and the field with the higher level number. For example, if Field A is assigned Level 2, Field B is assigned Level 3, and there is one instance of Field A and four instances of Field B within the scope of the one instance of Field A, all instances of data in Fields A and B are extracted. As a second example, if there are six instances of Field A, and the scope of the fifth instance does not include any instances of Field B, the fifth instance of Field A is ignored.

The Level panel allows you to assign a level to the field you are adding or editing. The panel also displays the levels assigned to the other fields that are part of the policy.

This table describes the fields of the Level wizard panel.

Option

Description

Level Number

Select the level number to assign to the field.

Field

Displays the names of other fields in the policy.

Level

Displays the level numbers associated with other fields in the policy.

Summary Panel

The Summary panel displays all of the position information and extract criteria settings established for the field.

Group Settings Dialog Box

The Group Settings dialog box allows you to establish, change, or display the settings for a group.

This table describes the fields of the Group Settings dialog box.

Field

Description

Group name

Assign a name to the group. The group name must begin with a letter, underscore, or dollar sign; must contain only letters, numbers, underscores, hyphens, or dollar signs; and cannot exceed 10 characters. Group names must be unique within a policy. This is a required field.

If you use a group name of “REPORT_ID” or “SECTION_ID,” and you leave the Group Usage field blank, Archive Creator automatically sets the group usage as Report ID or Section ID.

Do not assign these reserved IDs as the group name: HORGRPTID, HORGSECTID, and HORGVERSID.

This group is used for

Select the types of index entries you want the fields in this group to generate. You can use the CTRL or SHIFT key to select multiple uses for a single group.

See the Group Usage Definitions for a description of each type of index entry.

If you do not specify a group usage, and the group name is anything other than Report ID or Section ID, Archive Creator creates the group as a topic.

Group must occur in every

Specifies that Archive Creator must determine whether this group exists in the report. Use the drop-down list to specify where in the document the group must occur.

Location index

Identifies a topic’s specific location for Topic usage groups that appear more than once in a page or section.

To view the topics comprising the location index and to specify that the location index has a pageset scope, click Details.

Topic has pageset scope

Defines a topic as a pageset index even if the topic appears only on one page of the pageset.

Available fields

Displays the fields that are available to add to the group.

To add a field, select it and click Add.

To add more than one field at a time, select the fields while holding down the CTRL or SHIFT keys.

Fields in the group

Displays the fields included in the group and specifies whether a value for these fields is required or optional.

  • To remove a field, select it and click Remove.
  • To remove multiple fields, select the fields while holding down the CTRL or SHIFT keys.
  • To change the sequence of the fields in the group and the structure of the index entry, select a field and click Move Up or Move Down.

By default, Policy Editor creates index entries only when all of the fields in a group contain a value on the page. However, you can instruct Policy Editor to create an index even if a value is missing, by selecting the Optional check box for any field that does not require a value. When optional field values are missing, Policy Editor substitutes null values for the missing values, and then creates the index entries. For example, if you are archiving a series of summary reports that include a Previous Total field, the first report will not contain a value for Previous Total. By making the Previous Total field optional, Policy Editor creates index entries for all of the summary reports.

Allow the fields to retain the value from the previous page

Forces Mobius to create index entries when the construction of your report would normally bypass the index entries. This situation occurs when a value of a field in this group is the same for successive pages, but the value for the field appears on only the first page in the succession, not on all subsequent pages.

Note that report pages must be sequential to create the index entries.

Group Usage Definitions

The Group Usage options indicate how the data extracted from the fields in the group are used by Mobius. This table describes each of the Group Usage options:

Option

Description

Report ID

Identifies the index entry as a Report ID. Generates the Report ID index entry.

  • If you create more than one Report ID group for a single policy, Archive Creator uses the first valid Report ID that it encounters.
  • If you do not create a Report ID within the policy, you must specify the Report ID when the report is archived. Use the Force Report ID option on the Archive Creation dialog box to name the Report ID.
  • Report IDs can be a maximum of 10 characters. If the policy extracts more than 10 characters, Archive Creator truncates the Report ID.

Report Version

Generates the Report Version ID or “Business Date.” A Report Version ID must be 14 characters in YYYYMMDDHHMMSS format.

  • If the date on the report page is not in YYYYMMDD format, you can convert the extracted data to the proper format when you define the field.
  • Archive Creator examines the extracted digits and, if necessary, adds characters for the hours, minutes and seconds to create a properly formatted Report Version ID.
  • Archive Creator cannot generate a Report Version ID for dates earlier than 1980. Therefore, the value for YYYYMMDD must be greater than 19800100.
  • If the Report Version ID value changes within a report, Archive Creator creates a new report version for each unique Report Version ID value.
  • If you do not create a Report Version group, Archive Creator creates the Report Version ID from the date and time that the archive is created.

Section ID

Identifies the index entry as a Section ID. Generates the Section ID index entry.

  • If you create more than one Section ID group for a single policy, Archive Creator creates the archive with the first valid Section ID that it encounters.
  • Section IDs can be a maximum of 30 characters. If the policy extracts more than 30 characters, Archive Creator truncates the Section ID.
  • The Processing Scope must be set to Section ID to process all contiguous pages containing the same Section ID as a single page.
  • By default, you can concatenate up to 20 contiguous pages. If a section contains more than 20 pages, an error occurs and the section is not archived. To modify the number of pages allowed in a section, see Customizing Mobius.

Section Boundary

Identifies a group of fields that define the beginning of a section. The index entry is the Section ID.

  • Section Boundary requires that a Section ID policy group be defined.
  • The Processing Scope must be set to Section Boundary to process all contiguous pages containing the same section boundary as a single page.
  • If the policy extracts more than one Section ID value within a section boundary, Mobius uses the first Section ID value.
  • If you create more than one Section Boundary policy group for a single policy, Mobius creates the archive with the first valid Section Boundary that it encounters.
  • By default, you can concatenate up to 20 contiguous pages. If a section contains more than 20 pages, an error occurs and the section is not archived. To modify the number of pages allowed in a section, see Customizing Mobius.

Topic

Generates the topic item. A topic item can be a maximum of 30 characters. If the policy extracts more than 30 characters, Archive Creator truncates the topic. To change their maximum allowed length to 255 characters, edit mobius.reg and add this subkey with a value of N:

HKEY_LOCAL_MACHINE\SOFTWARE\Wow64Node\Mobius\VDRNet 3.2\VDRSRV\VDR42MaxTopicLengthCompatibility

  • For Topic usage groups that appear more than once in a page or section, you can identify the topic’s specific location by checking Location index.

    Use Mobius View to navigate directly to a topic’s specific location within a page.
  • If you change the topic item maximum allowed length to 255 characters, verify that all of your policies extract the correct topic values. ASG recommends that you only apply the new maximum allowed length to new reports only or validate each existing policy before using it.

Page Metadata

Generates metadata associated with the archive. The data extracted by the group is archived with each page of the report.

Audit & Analytics Services

Identifies the group as an Audit & Analytics Services type that will be used to identify data fields to be exported to Audit & Analytics Services for balancing. If you are not licensed for Audit & Analytics Services, ignore this option. For more information, see Audit & Analytics Services Online Documentation.

Region Window

The Region Window displays the established regions. You can collapse or expand regions by clicking the plus or minus icons. Expanded regions display the details of the region definition, including anchor information.

This table describes the functions provided by the Region Window:

Function

Action

Expand or collapse regions

Click the plus or minus icons.

Open the Region Window context menu

Right-click in the Region Window.

Open the Region Settings dialog box in order to edit a region definition

Double-click the region name in the Region Window.

Open a region in the Floating Window in order to create or edit fields

Right-click the region name and select Open Region. The fields appear in the Floating Window.

Delete a region

Click the region name to select it and press the DEL key to delete it from the policy.

Region Window Context Menu

Right-click in the Region Window to display the context menu.

This table describes the functions provided by the Region Window context menu:

Menu Item

Description

Hide Panel

Hides the Region Window

Relocate onto Page

If the selected LPFD region is not visible in the currently viewed window, relocates the region so that it is in the current view.

If the selected text region is in a corner so that you cannot grab its handles to resize it, relocates the region so that the handles are accessible.

Note that when you relocate a region, you might need to redefine the fields it contains.

Edit Region

Displays the Region Settings dialog box for the highlighted region.

Open Region

Opens the highlighted region for field creation or editing.

Delete Region

Deletes the highlighted region.

Internal Metadata Window

The Internal Metadata Window displays internal metadata associated with a page such as AFP indexes (TLEs) as well as metadata associated with a document such as input file name and current date.

This table describes the functions provided by available from the Internal Metadata Window:

Function

Action

Expand or collapse metadata keys

Click the plus or minus icons.

Open the Internal Metadata Window context menu

Right-click in the Internal Metadata Window.

You can display a report’s internal metadata in the Internal Metadata window by clicking the Internal Metadata Window toolbar button.

When you archive a report, if you select Dynamically create topics from page metadata on the Metadata Options dialog box, Mobius automatically creates topics for the report’s page-level internal metadata. For more information, see Defining Index Entry Fields from Internal Metadata.

Internal Metadata Window Context Menu

Right-click in the Metadata Window to display the context menu.

This table describes the functions provided by the Metadata Window context menu:

Menu Item

Description

Hide Panel

Hides the Metadata Window.

Create Field

Adds a field and displays the General panel for the highlighted metadata key.

Create All Metadata Fields

Creates fields for all metadata keys, using the metadata key names as field names when possible, using Field Names when duplicate names exist. If there is one instance of metadata per page, the metadata field is created with a Level of one. When there is more than one instance, the metadata field is created with a Level of two. See Level Panel for information on levels.

External Metadata Window

The External Metadata Window displays metadata from an external XML file. You can display the metadata from an external file in the External Metadata window by clicking the External Metadata Window toolbar button.

External Metadata Window Context Menu

Right-click in the External Metadata Window to display the context menu.

This table describes the functions available from the Metadata Window context menu:

Menu Item

Description

Hide Panel

Hides the Metadata Window.

Add Field

Adds a field and displays the Field Settings dialog box for the highlighted metadata key.

Edit Field

Displays the Field Settings dialog box for the highlighted field and lets you modify the entries on any tab.

Delete Field

Deletes the highlighted field.

Field Window

The Field Window displays the defined levels and fields. You can collapse or expand levels and fields by clicking the plus or minus icons. Expanded fields display the details of the field definition, including position information, extract criteria, and dependencies.

The levels to which fields are assigned indicate the relative hierarchical relationships among fields. See Level Panel for detailed information on levels.

This table describes the functions provided by the Field Window:

Function

Action

Expand or collapse levels and field detail lines

Click the plus or minus icons.

Open the Field Window context menu

Right-click in the Field Window.

Open the Field Settings dialog box in order to edit a field definition

Double-click the field name in the Field Window.

Add a field to an existing group

Click the field name in the Field Window to select it, drag it into the Group Window and onto the group item.

Delete a field

Click the field name to select it and press the DEL key to delete it from the policy.

Delete a level

Click the level name to select it and press the DEL key to delete it from the policy. A level that has fields associated with it cannot be deleted.

Move a field to a different level

Click the field name to select it and drag it to its new level.

View a graphic illustration of field dependencies

Click the field name. The dependency is illustrated in the top portion of the Policy Editor window.

Field Window Context Menu

Right-click in the Field Window to display the context menu

This table describes the functions provided by the Field Window context menu:

Menu Item

Description

Hide Panel

Hides the Field Window.

Add Field

Adds a field and displays the General panel.

Edit Field

Displays the General panel for the highlighted field.

Delete Field

Deletes the highlighted field.

New Level

Adds a new level in the Field Window.

Delete Last level

Deletes the level with the highest number when the level does not contain any fields. Enabled when a level is highlighted.

Move to Level

Displays the Move Field to Level dialog box for the highlighted field. See Move Field to Level Dialog Box for more information.

Add to Group

Displays the Add Field to Group dialog box for the highlighted field. See Add Field to Group Dialog Box for more information.

Move Field to Level Dialog Box

The Move Field to Level dialog box displays the name of the currently selected field, and the other levels available, and allows you to move the selected field to a different level. The levels to which fields are assigned indicate the relative hierarchical relationships among fields. See Level Panel for detailed information on levels.

Add Field to Group Dialog Box

The Add Field to Group dialog box displays the name of the currently selected field, and the other groups available, and allows you to move the selected field to a different group. See Group Window for information on groups.

Group Window

The Group Window displays the fields within each of the existing groups. The Group Window also allows you to create new groups and add fields to existing groups.

You use a group to identify what fields comprise an index entry. The fields that are contained within a group comprise a discrete subset of report data. Create a new group each time you want to use the same policy to generate a different set of index entries. The same fields can be included in multiple groups. Multiple groups can be included in a single policy.

The index entries generated by the existing groups are displayed in the Sample Window. The top-to-bottom sequence of the fields in the Group Window is the same as the left-to-right structure of the index entries displayed in the Sample Window.

This table describes the functions provided by the Group Window:

Function

Action

Expand or collapse groups

Click the plus or minus icons.

Open the Group Window context menu

Right-click in the Group Window.

Copy a field to a different group

Click the field to select it and drag it to a different group.

Remove a field from a group

Click the field to select it and press the DEL key to remove the field from the group.

Group Window Context Menu

When a group is selected, right-clicking in the Group Window displays the context menu. When a field is selected, the Delete Field menu item appears in place of the Delete Group menu item.

This table describes the functions provided by the Group Window context menu:

Menu Item

Description

Hide Panel

Hides the Group Window.

Add Group

Displays the Group Settings dialog box.

Edit Group

Displays the Group Settings dialog box for the highlighted group.

Delete Field

Deletes the highlighted field from the group.

Delete Group

Deletes the highlighted group.

Move Field Up

Moves the highlighted field up one field in the group.

Move Field Down

Moves the highlighted field down one field in the group.

Add to Group

Displays the Add Field to Group dialog box for the highlighted field. Use this option to copy the highlighted field to another group.

Sample Window

When a group is created, the index entries generated by the fields in the group are displayed in the Sample Window. Use this index sample to determine if the policy is accomplishing what you want it to accomplish.

This table describes the functions provided by the Sample Window:

Function

Action

Open the Sample Window context menu

Right-click in the Sample Window.

Sample Window Context Menu

Right-clicking in the Sample Window displays the context menu.

This table describes the functions provided by the Sample Window context menu:

Menu Item

Description

Hide Panel

Hides the Sample Window.

Edit Group

Displays the Group Settings dialog box for the highlighted group. See Group Settings Dialog Box for more information.