Question:
How can I avoid using file connections in Autoindex and use an auxiliary file cabinet instead?
How can I avoid using file connections in Autoindex and use an auxiliary file cabinet instead?
Answer:
This example is valid for on-premises as well as for cloud
A sample semicolon-separated file is used for this example:
barcode;name;price;date
10001;Apple;1.10;01/15/2020
10002;Orange;2.20;01/16/2020
10003;Melon;3.30;01/17/2020
10004;Avocado;4.40;01/18/2020
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3. Create a scheduled Autoindex to transfer the file data into the newly created File Cabinet:
Note: It is also possible to adapt this initial Autoindex to update the File Cabinet with new data, but this is not in the scope of this how to.
4. Save and Run
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Verify the execution and check the number of updated records.
Note: Identical rows from the text file will be imported only once.
5. Open the Web Client and verify the imported data
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6. If all is good, you can delete the scheduled Autoindex if not needed anymore.
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Select the File Cabinet database.
Chose “file cabinet database” and press “Configure data source“
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Select the File Cabinet
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Continue setting up the Auto Index to your needs.
barcode;name;price;date
10001;Apple;1.10;01/15/2020
10002;Orange;2.20;01/16/2020
10003;Melon;3.30;01/17/2020
10004;Avocado;4.40;01/18/2020
1. Create a file connection and use a CSV or text file with separators, use the column identification to make sure the file is usable and correct:
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3. Create a scheduled Autoindex to transfer the file data into the newly created File Cabinet:
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- Choose the newly created File Cabinet.
- Select option Scheduled
- Select Schedule - Never (Since we only need to run it once)
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- Choose the file connection
- Add all desired fields as match codes
- Base the Auto Index on the data source
- Chose the option to Add new data records to the File Cabinet
Note: It is also possible to adapt this initial Autoindex to update the File Cabinet with new data, but this is not in the scope of this how to.
4. Save and Run
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Verify the execution and check the number of updated records.
Note: Identical rows from the text file will be imported only once.
5. Open the Web Client and verify the imported data
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6. If all is good, you can delete the scheduled Autoindex if not needed anymore.
Connect any Auto Index to the newly populated File Cabinet.
Plan A - Connect to the File Cabinet Database (preferred solution)
Chose “external database” and select “Configure data source“
Select the File Cabinet database.
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- Choose the content server connection
- Choose Table
- Find and select the File Cabinet containing the data
- Verify the correct data.
- Click OK
Plan B - Connect to the File Cabinet (optional solution)
Note: Choose this only if connecting to the file cabinet is not possible.Chose “file cabinet database” and press “Configure data source“
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Select the File Cabinet
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Continue setting up the Auto Index to your needs.