Client Manual > Features > Profiles and  Indexes > Creating Static Indexes

Creating Static Indexes

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Creating Static Indexes

This section covers:

 

Creating Static Index

Editing Values in a Static List

Deleting Values in a Static List

Changing the Index Type

 

Creating Static Index

 You can create static index in Docsvault as follow:

 

Adding Static Index Values

 Importing Static Index Values

 

Adding Static Index Values

 

You can add static index values by this option in Docsvault Server Manager as well as in Docsvault Client. To edit the indexes from the client application, go to Administration > Profile/Indexes.

From the Indexes tab click on New to bring up Create Indexes dialog box as shown below

Enter a Index Name and a short Description about it

Enable Inherit Value to inherit the index value from parent folder. When index value is set to inherit from parent folder, values will be inherited even if a different profile is assigned to the parent folder.

From the Index Type, select Static radio button
To add values to static list, enter a value in the text box and click on Add button

Click on Save button to save the new Index

ProfileStatic01

                            Create Index - Static List

 

 

Importing Static Index Values

 

Instead of choosing to enter index values one by one using 'Add' button, selecting 'Import from File' option is quick way of importing values from a xml or csv file.

 

Click on Import From File... button to import static list of values form either a xml file or a comma separated value file.  

Data File: Browse to the file on your machine that you want to import from

Select Column: Select the field to import values from

Check the box next to 'Include First Row Values' if your csv file does not have a header row and the even the first row has data values

Click on Import button to import all values from the selected field

 

importliststatic

  Import Static Index Values

 

 

Editing values in a Static List

Select a value from the list and click on Edit button.

This will display the same value in the text box

Change the value from the text box and click on Update button

Click on Save button to save the changes

 
Deleting values in a Static List

Select a value from the list of values and click on Delete button

Click on Save button to save the changes

 

Changing the Index Type

 

You can change the Index type of an existing Index i.e Static to User Input and vice versa. This conversion is possible for only Text data type indexes.

Select an Index from the list and click on Edit button

In the edit dialog box, under the Index Type section, select the desired Index type radio button

The values entered by you before conversion for the User Input Index, will automatically be available for selection when converted to Static Index type

Click on Save button to save the changes

 

important Important:

You cannot delete an Index if it is assigned to any profile

You can change the data type of an Index from Numeric/date to Text data type. Note that once converted it is not possible  to convert it back to Numeric/date data type.

Only Text data type indexes can be converted from Static to User Input and vice versa.

Admin or administrative group members can import the static list in Docsvault Server Manager.

 


See also

View Profile

Profiles and Indexes

Creating User Defined Indexes

Creating Dynamic Indexes

Creating Profiles

Using Inherit Fields

Using File Name Templates

Assigning Profile to a document