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Using PDF Indexes with Cross-Report Indexing

The Cross-Report Indexing feature supports index selection across multiple instances of reports and the ability to view indexed pages. If you want PDF indexes to be part of cross report index selection, a CA View definition must be created for each report and each unique index name.

The process for defining a cross report index for the PDF indexes is as follows:

  1. From the online Primary Selection Menu, enter "DEFINE VIEW" on the command input line and press ENTER.

    CA View ALL -- Primary Selection for VIEW.SYSTEM1 -------------------------- Command ===> DEFINE VIEW Sysout ID ===> * Select By ===> R (R, I, IL, or IR) Index Name ===> Value ===> ===> ===> ===> ===> ===> ===> Selection Criteria: Generation ===> * (*, ALL, specific (n), relative (-n), range (n:m or -n:m)) Date ===> (specific (mm/dd/yyyy), relative (-n), range(mm/dd/yyyy:mm/dd/yyyy or -n:m)) Selection Options: Only specify to restrict selection Exceptions ===> X exceptions only, NX non exceptions only, AX/(blank) any Permanent ===> P permanent only, NP non permanent only, AP/(blank) any Enter END command to terminate this CA View session.

    The CA View Selection List panel is displayed. This panel presents a list of predefined logical views.

    Note: If an empty list is displayed, no logical views have been defined.

    It works as follows:

  2. Enter SELECT followed by the report name and logical view number on the command input line and press ENTER to display the View Definition Panel.

    In this example, the report was archived under a name of BANKRPT and logical view 1 is used for the first index.

    CA View ALL ----------------- View Selection List -------------------------- Command ===> SELECT BANKRPT 1 Scroll ===> PAGE Sel View ID Num Acc Description _ A125* 001 GBL ACCOUNTING REPORT #123 - VIEW _ A125* 002 GBL ACCOUNTING REPORT #123 - FILTE _ A125* 003 GBL ACCOUNTING REPORT #123 - (DIVI _ A125* 004 GBL ACCOUNTING REPORT #125 - (DEPT _ A238CRPT 001 PUB ACCOUNTING COST REPORT - FILTE _ A238CRPT 002 PUB ACCOUNTING COST REPORT - (DIVI _ A238CRPT 003 PUB ACCOUNTING COST REPORT - (COST _ A482CRPT 001 PUB ACCOUNTING COST REPORT FILTERE _ A432CRPT 002 PUB ACCOUNTING COST REPORT - (DIVI _ A432CRPT 003 PUB ACCOUNTING COST REPORT - (COST _ C346PRPT* 001 GBL CORPORATE PROFIT REPORT - SECU _ C346PRPT* 002 GBL CORPORATE PROFIT REPORT - FILT _ C346PRPT* 003 GBL CORPORATE PROFIT REPORT - VIEW _ C346PRPT* 004 GBL CORPORATE PROFIT REPORT - (DIV _ C346PRPT* 005 GBL CORPORATE PROFIT REPORT - (REG _ C346PRPT* 006 GBL CORPORATE PROFIT REPORT - (SUM _ D711PROD* 001 GBL DIVISION REPORT - FILTERED _ D711PROD* 002 GBL DIVISION REPORT - SPECIAL FORM _ D711PROD-R1 003 PUB DIVISION REPORT #1 - SECURED _ D711PROD-R1 004 PUB DIVISION REPORT #1 - INDEXED

  3. Enter P on the command input line and press ENTER to display the Indexing Criteria for the View Definition. If desired, a description can be entered for the logical view.

    The View Definition panel is displayed with the name of the report and the specified logical view number.

    CA View ALL ------------------ View Definition -------------------------------- Command ===> P View ID ===> BANKRPT View Number ===> 1 Filter Name ===> Secured ===> N (Y/N) Description ===> BANK REPORT DEFINITION BANKRPT Display Attributes (Y/N): Default View ===> N Lock Left Column ===> N Carriage Controls ===> Y Data Extraction By Page: Pages to Exclude ===> (Pages are excluded from top of file ) Records to Exclude ===> (Records are excluded from top of page) Records to Display ===> (Leave blank for entire page) To select the following, enter the 1-character code on the command line: H - Define primary heading P - Define page separation criteria C - Define column specifications L - Define color specifications Enter END command to reenter viewing of report.

  4. Use the View Definition Indexing Criteria panel to define the index name and indicate that it is a cross-report index.
    1. Enter "YES" in the Cross Report Index field
    2. Enter the PDF index name under the Extraction Specifications Index field
    3. Enter "1" for Line, Column, and Length.

      The Line, Column, and Length are not used but must be entered to complete the definition. The actual location and length of the index value is determined by the index specification in the PDFINDEX member.

      CA View ALL -------- View Definition - Indexing Criteria --- Row 00001 of 00008 Command ===> Scroll ===> CSR View ID ---> BANKRPT Cross Report Index ===> YES (Specify YES or NO ) Search Specifications: Begin End Begin End Sel Line Line Column Column Op Text T R Extraction Specifications: Left Upper Sel Index Line Column Length Extract Justify Case BANKDEPT 1 1 1 ALL NO YES ******************************* Bottom of Data ********************************

    4. Press END to return to the primary View Definition panel.
  5. Enter "SAVE" on the command input line and press ENTER to save the logical view definition.

    You can also press END to save the logical view definition. A confirmation panel is displayed that lets you either save the View definition or cancel the changes.

    CA View ALL ------------------ View Definition -------------------------------- Command ===> SAVE View ID ===> BANKRPT View Number ===> 1 Filter Name ===> Secured ===> N (Y/N) Description ===> BANK REPORT DEFINITION BANKRPT Display Attributes (Y/N): Default View ===> N Lock Left Column ===> N Carriage Controls ===> Y Data Extraction By Page: Pages to Exclude ===> (Pages are excluded from top of file ) Records to Exclude ===> (Records are excluded from top of page) Records to Display ===> (Leave blank for entire page) To select the following, enter the 1-character code on the command line: H - Define primary heading P - Define page separation criteria C - Define column specifications L - Define color specifications Enter END command to reenter viewing of report.

  6. If you want to define logical views for additional indexes or reports, you can overtype the View ID, View Number, and Description and repeat steps 3 through 5.

    Be sure to save the logical view after repeating each sequence of steps.

  7. When you finish the logical view definitions, press RETURN to return to the Primary Selection panel.