Mapping Index Fields to Monarch Indexes

When adding a document type, one of the steps you must perform is to map the assigned index fields to the indexes in the Monarch model. Mapping Monarch Server index fields to indexes in the Monarch model enables you to use the index fields (and their associated index values) to retrieve data from a report.

Note: Before you can map index fields to Monarch indexes, you need to specify an index model in the Index Model Name box on the Document Type page.

To map index fields to Monarch model indexes

1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Document Types.

2. Either click to create a new document type, or click the name of a document type that you want to do mapping for.

3. Click the Mapping header to expand a hidden section with the following items:

• Available Index Fields: Select an index to assign to the current document type from the list.

• Modeler Indexes: Select a corresponding Monarch index (keyword type) for the current document type.

• Add To Map: Click this button to add a selected index field and a corresponding keyword type to the map list. It allows mapping an index field with a corresponding Monarch index (keyword type).

• Add To Map Hidden: The same as Add To Map, except that the hidden index field will not be available to users in Simple and Advanced Searches. This feature can be used to add indexes to document types that are used to define security keywords, but are not visible to users.

• Auto Map: Click this button to automatically map all available indexes to Monarch indexes (keyword types).

• Map List: Displays the list of index fields and corresponding Monarch indexes (keyword types).

Note: To remove a mapped entry (a pair — an index field with a Monarch index) from the map list, click .

4. Map as many index fields to Monarch indexes as you want to, then click Save.