Databases Tab - Project Settings Window

Use the Databases tab to define and manage associative search, fuzzy, and relational databases that are used in several locator methods and in scripts.

For relational databases, use the Relational Connections group to define the server, credentials, and the database that contains the database table you want use as a data source. Kofax TotalAgility supports Microsoft SQL Server, ODBC, and Oracle databases. In the Databases group, select the table in the database.

For associative search and fuzzy databases, define the database in the Databases group. Neither fuzzy databases nor associative search databases use relational connections.

Note the following important information:

  • Changes to a database and its settings may affect your current project settings. For example, the settings for a Database Locator or database lookup button may be affected. If needed, apply the changes and save your project.

  • If a database is temporarily unavailable, do not edit any dependent locators or fields because database mappings may be lost. For example, any changes made to a database lookup when one of its databases is unavailable may cause the mappings to be cleared.

Relational Connections

A list of relational connections are displayed with the Name and Type of databases.

The following buttons are available:

Add

Click Add to set up a new relational database connection. The Add New Connection window appears.

Remove

Click Remove to delete the currently selected connection from the project.

Note A relational connection cannot be removed if it is used by a database.
Rename

Click Rename to change the name of the currently selected connection.

Properties

Click Properties or double-click a selected connection to open the properties window.

Refresh

Click Refresh to refresh and test the connection. If the connection fails, a message provides details about the error, and a red error indicator appears next to the failed connection.

Tip It may be necessary to press Refresh for an Oracle database 2–3 times before the connection state is successfully verified.
Databases

A list of non-relational databases is displayed with their Database Name, Data Source, and Database Type.

The following buttons are available:

Add

Click Add to insert a new database. The Add New Database window appears.

Remove

Click Remove to delete the currently selected database from the project.

Rename

Click Rename to change the name of the currently selected database.

Properties

Click Properties or double-click a selected database to open the database properties window.

Import

Click Import to update the currently selected Local Fuzzy Database with the data source file.

Important This button is only available when an Associative Search or a Local Fuzzy Database is selected.
Refresh

Click Refresh to update the selected database. The connection and the field mappings are tested. For relational databases, the connection and the selected table or view are tested.

Definitions for the buttons at the bottom of this window can be found in Common Transformation Designer Buttons.