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Austin_Barber1 · ‎02-18-2021

We are currently on OnBase 18. How do add a new keyword field, and populate the data with a text file. I am adding a new field called hire date and would like to add data to all of the old documents that are missing it. We are talking thousands of documents. In the OnBase Configuration there is an item for existing documents. You can check the box to search for an existing document with matching keywords. If found append additional pages to existing document. Is there something similar to where I could create a text or csv file, put in their co-worker ID number, add the new keyword field, then push that through DIP to add the new keyword? The other option that comes to mine is inserting the keyword into SQL. I could re-index them but I feel like that may take a lot longer than doing the import process or SQL update route. Thanks for any help you can provide!

Kevin_Hughes · ‎02-18-2021

Hi Austin,

The OnBase product offers a process called Keyword Update, which allows you the capability of updating multiple documents by use of CSV file. Sometimes referred to Global Keyword Update. This process can be performed against a single document type or amongst all documents in the system, the difference being that if using against all document types, the document you want to update would require the document type name as a part of the CSV file. If only a single document type or group of documents then you only need the Search KW and the updated KW value you want to add.

Here is the link to the MRG for Keyword Update.
This does require a license and you will need to apply a new license certificate, but the license is free, just need to request from your Account Manager.

https://community.hyland.com/gallery/items/71359-keyword-update-onbase-foundation-ep2-module-referen...

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Dominique_Pluch · ‎02-18-2021

Hi Sandy,

I would be interested by your process and the performance you've reached. We are about to set a default value (a STATUS field) to more than 10 million documents.

Thanks

Dom

Austin_Barber1 · ‎02-24-2021

Thanks for your quick response! I've submitted a support ticket and will read over the MRG.

EDIT - Thanks @Sandy Nielsen , @Matt Lutz , @Christopher Belz for your workflows and suggestions on using the keyword updater. @Sandy Nielsen - I would be interested in your workflow if you have a couple of minutes.

Austin_Barber1 · ‎02-26-2021

Yes, please. I would be interested.

Christopher_Bel · ‎02-24-2021

Keyword updater has saved my organization hours (probably days) worth of time. Very simple to use.

Hyland Connect

How to Update a New Keyword Value on Multiple Documents