GlobalCapture Guide Template Management 95
c. If the selected portal is a Square 9 portal (if GlobalSearch is installed), choose a database from
the Database drop-down list and then from the Field drop-down list, choose an Index Field in
that database into which the extracted data will be places.
5. To set the direction to look for data in relation to the parent Zone, in the Direction group, choose
one or more directions from the selection of Left, Up, Right, Down.
6. To set corresponding limits to the Zone, in the Positions group, enter the number of pixels within
which data must be found in the Left, Top, Right, or Bottom text boxes.
By default, the Directional Zone is set to the confines of the parent Zone that was found.
For example, if your parent Zone is 40 pixels wide and the Directional Zone is configured to
move down from its parent, by default the Directional Zone will be 40 pixels wide. This can be
adjusted using the Position settings to make the Directional Zone wider than the parent Zone.
Note that if the Zone is based on being, for example, to the left of another Zone and that Zone
contains no data to extract, the next Zone to the left of it will
also
not extract any data. There
might be data there, but you have broken the link to that next Zone.
7. Optionally, additional Zone Properties can be configured.
8. Click the Apply (checkmark) icon.
Configure Data Lookup Zones
A Data Lookup Zone is extremely useful if you need to match you capture data to data in an existing
source. For example, you can check to see if a purchase order found in your accounting system can be
found on the document being classified.
A Data Lookup Zone is configured with a connection string to an external data source, as well as the table
in that source, and the column where your data resides. GlobalCapture will go through every row in the
indicated column, to match a value found in the designated area of the document, and extract it from the
table.
1. In the Properties panel, enter a name for the new Zone in the Name text box.
2. From the Type drop-down list, select Data Lookup.
3. To choose the portal which determines which Fields to extract the data to, in the Field group, choose
a portal from the Portal list and then choose one of the following:
• If the selected portal is a standalone GlobalCapture portal, from the Field list, choose Process
Field into which the extracted data will be placed.
• If the selected portal is a Square 9 portal (if GlobalSearch is installed), choose a database from
the Database drop-down list and then from the Field drop-down list, choose an Index Field in
that database into which the extracted data will be places.
4. To define the connection string to the external data source, in the Data Lookup group, enter it into
the Connection String text box.
For information on creating connection strings, you can refer to connectionstrings.com.
5. To indicate which table in the data source in which to do your lookup, in the Data Lookup group,
enter the table in the Table Name text box.
6. To indicate which column in specified table, in the Data Lookup group, enter the column name in
the Column Name text box.
7. To designate an area of the page to search for a match, click the Locator ( ) icon, and then use
your mouse to drag a Search Region over the area to be searched.