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.

Use the following buttons to manage your relational database connections:

Button	Description
Add	Displays the Add New Connection window where you set up a new relational database connection.
Remove	Deletes the currently selected database connection from the project. A relational connection cannot be removed if it is used by a database.
Rename	Enables you to change the name of the currently selected connection.
Properties	Click Properties or double-click a selected connection to open the properties window.
Refresh	Refreshes and tests the database connection. If the connection fails, a message provides details about the error, and a red error indicator is displayed next to the failed connection. 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.

Use the following buttons to manage your databases:

Button	Description
Add	Adds a new database. The Add New Database window is displayed.
Remove	Deletes the currently selected database from the project.
Rename	Enables you to change the name of the currently selected database.
Properties	Click Properties or double-click a selected database to open the database properties window.
Refresh	Updates the currently selected Local Fuzzy Database with the data source file. This button is only available when an Associative Search or a Local Fuzzy Database is selected.

The following buttons are available at the bottom of this window:

Button	Description
OK	Closes the window and saves your changes.
Cancel	Closes the window without saving your changes.
Help	Displays the help for the open window.

Related topics:

• Manage databases

• Relational databases

• Fuzzy databases