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  7. Importing and Exporting Index Fields

Importing and Exporting Index Fields

This page describes how to import and export index fields in Ephesoft Transact. These steps are intended for Transact Administrators.

Introduction

Importing index fields keeps all configurations and test extraction files from the original index field. This can be helpful for the following use cases:

  • When adding a common index field to a document type.
  • When migrating Transact environments.
  • When testing and debugging index fields in a test environment.

Exporting Index Fields

This section describes how to export index fields. Exported index fields are saved as a ZIP file containing the complete index field hierarchy (figure 1) and its configurations.

Figure 1. Index Field Hierarchy

To export an index field, perform the following steps:

  1. From the Batch Class Management screen, select and open your batch class.
  2. Go to Document Types > <your document type> > Index Fields.

Figure 2. Index Fields

  1. Select your index field from the grid and click Export.

Figure 3. Click Export

  1. The exported index field will be saved as a ZIP file.

Figure 4. Exported ZIP File

Note: You can export multiple index fields at once by selecting more index fields from the grid before clicking Export.

Importing Index Fields

This section describes how to import index fields. You can only upload one ZIP file at a time, however a ZIP file can contain multiple index fields.

To import and index field, perform the following steps:

  1. From the Batch Class Management screen, select and open your batch class.
  2. Go to Document Types > <your document type> > Index Fields.

Figure 5. Index Fields

  1. Under Import Index Field(s), click Select Files and select your ZIP file, or drag and drop the ZIP file to the upload zone.

Figure 6. Import Index Field

Note: If the imported index field has the same name as an existing index field, you will be asked to import a copy (duplicate the existing index field) or override the existing document type.

Conclusion

This completes an overview of how to import and export index fields in Ephesoft Transact.

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