Create a fuzzy lookup source

Name

The name of the fuzzy lookup.

Source CSV/Text

The format of the lookup source file. Select from:

File:

Select and use Browse to upload the source file in either *.csv or *.txt format.

File-based source files cannot be updated automatically. If the file changes, a manual update is required.

URL:

Select Configure URL to provide the following information in the Web Resource window:

URL:

Enter the web address for your fuzzy lookup source file.

Anonymous Auth:

When selected, any user is able to access the source file. (Default: Selected)

When cleared, enter the User name and Password required to access the source file website.

This website must be accessible by the TotalAgilityserver.

If you want to update the web-based source file automatically, enable Live Update.

Click OK to save your changes in the Web Resource window.

Import settings

Convert text to lowercase

Converts all search and lookup strings to lowercase, effectively ignoring case. (Default: Selected)

Use first row as column headings

If selected, takes the first row in the file is the header row. (Default: Selected)

Field delimiter

Enter values into this field to specify what characters separate the import file content into individual fields. (Default: ; (semicolon))

Tab:

Uses a Tab as a delimiter in addition to the characters specified in the Field delimiter setting. (Default: Cleared)

The same character cannot be used as a field delimiter, a word separation character or an ignored character.

Word separation

If fields in the source file contain compound words, common characters can be specified so each part of the compound word is searched and evaluated separately. (Default: -, (space, hyphen, comma))

For example, using the default settings, the compound word "Diagon-Alley," is treated as two words, "diagon" and "alley" that are searched and evaluated separately.

Tab:

Uses a Tab as a word separation character in addition to the characters specified in the Word separation characters setting. (Default: Cleared)

Space:

Uses a Space as a word separation character in addition to the characters specified in the Word separation characters setting. (Default: Selected)

Ignore characters

Enter a list of characters to filter unwanted characters from the input record. When you want to use a field delimiter that may also be a character in the input, such as a comma (,), then you have to use quotes (") to identify the input strings. However, you probably do not want to retain those quotation marks as part of the final results. (Default: ."'! (period, quotation mark, single quotation mark, and an exclamation point))

If you define the quotes as characters to ignore, they are removed. To define a tab or space as characters to ignore, select the corresponding check box.

Space:

Ignores a Space character in addition to the characters specified in the Characters to ignore setting. (Default: Cleared)