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How do I handle case issues in the Archive module?

Note   We recommend that you only use uppercase for table and column names when storing information in a database. For instance, avoid CustomerName, Customername, or customername and instead use CUSTOMERNAME.

Database management systems (DBMS) vary in how they handle case issues so it is best to standardize on uppercase. With version 11.2, all column names must be in uppercase.

Suppose you have two transactions archived as: Funk, Joe and GEIGER, MICHAEL. When you enter F into the Account Name field, you get all transactions beginning with F, including Funk, Joe.

If you enter Fun, the system tells you there are no transactions with that key. If you enter G, you get all transactions beginning with G. If you enter GEI, you get GEIGER, MICHAEL.

You must specify whether the keys are case sensitive. When keys are not case sensitive, the system expects the fields to be uppercase in the database index. If you use case sensitive keys, as in the option shown below, you have to enter the data on the Archive/Retrieval window just as it appears in the archive file.

For instance, case sensitive keys would cause the following situation:

< Archival >
CaseSensitiveKeys = Yes

Fu - will find Funk, Joe

FU - will find nothing

GE - will find GEIGER, JOE

Ge - will find nothing

Note   The GenArc program looks at the CaseSensitiveKeys option before it adds records to the archive file.

To handle case sensitivity when producing WIP, add a CaseSensitiveKeys option to the Control INI control group.

Here are a couple of scenarios:

Scenario 1

If you want a search for John Doe and JOHN DOE to yield the same results, use this setup:

For the GenArc program, make sure archived data is upper cased. Set the CaseSensitiveKeys option to No, as shown here:

< Archival >
	CaseSensitiveKeys = No

For Documaker Desktop, make sure the applicable INI option matches the GenArc setting.

< Control >
	CaseSensitiveKeys = No

For IDS, omit the CASESENSITIVE attachment variable

Scenario 2

If you want a search for John Doe and JOHN DOE to find only exact matches based on case, use this setup:

For the GenArc program, set the CaseSensitiveKeys option to Yes so the archived data can be in mixed case:

< Archival >
	CaseSensitiveKeys = Yes

For Documaker Desktop, make sure the applicable INI option matches the GenArc setting:

< Control >
	CaseSensitiveKeys = Yes

For IDS, submit the CASESENSITVE attachment variable

Note   If you want archive data to include both cases, such as John Doe and JOHN DOE, and you want a search to yield the same results regardless of whether you are searching for John Doe or JOHN DOE, there is no way to set this up.

To switch to Scenario 1, you would have to uppercase the keys in the archive.

To switch to Scenario 2, you do not have to make any changes.

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