Field mapping of data sources
To ensure that content in your data sources can continue to be processed by XPhone Connect Directory , the data sources fields must be assigned to the XPhone Connect Directory diagram. Only this guarantees that the content provided by XPhone Connect Directory can be shown correctly at a later date in various applications or on various end devices.
Many standard allocation diagrams for various data source types (e.g. Microsoft Outlook contact folder) are supplied with XPhone Connect Directory via which the contact fields are automatically linked. You can adapt the allocations at a later stage using the allocation wizard. You can easily allocate several fields from the data source to an individual field in the XPhone Connect Directory allocation diagram (press the Ctrl key while selecting). An arrow indicates which fields are allocated to which ones. When you select a field, the arrow and allocated field are highlighted in colour.
Meaning of field allocations
When you link data sources with XPhone Connect Directory for which there is no allocation diagram, you must allocate the fields manually. In this case, allocate at least the fields containing the contact names and telephone numbers enabling you to use XPhone Connect Directory properly.
The EntryID field in XPhone Connect Directory the allocation diagram is a key field. This field is required to enable XPhone Connect Directory to find entries in the linked data sources. Therefore, it must always be allocated to a corresponding key field in the data source (e.g. EntryID, ID, guiID, ObjectID). The field contents must be unique; e.g. this is possible using a unique “Customer number”.
Attention
If the field is empty several times, it is not unique. Otherwise, XPhone Connect Directory will not find any entries in the data sources If the data source does not avail of a unique key field, one can be “defined” by combining several data source fields.
In the allocation wizard, certain fields feature an i in front of the field name. This indicates fields indexed by XPhone Connect Directory. These indexed fields are used to develop an index. XPhone Connect Directory Use this index to find data in the linked data sources faster when searches are initiated.
The allocation wizard offers various functions to facilitate data linking.
Map individual fields
You can allocate a field in the data source to a field XPhone Connect Directory in the allocation diagram.
Select a field in the data source and drag & drop to the field in the XPhone Connect Directory allocation diagram.
To apply all settings, click Save.
Assign multiple fields
You can map multiple fields from the data source to a single field in the XPhone Connect Directory mapping scheme. For example, you can map the FirstName, FirstName, and LastName fields to the DisplayName field in the XPhone Connect Directory mapping scheme.
Select the first field from the data source and drag and drop it onto the field in the XPhone Connect Directory mapping scheme.
Hold down the Ctrl key and drag and drop another field from the data source onto the field in the XPhone Connect Directory mapping scheme.
When you have mapped the desired fields, click Save to apply the changes.
Hint
You can also map a single field from the data source to multiple fields in the XPhone Connect Directory mapping scheme. For example, you can map the Company name field from the data source to the Company name and Advertising name fields in the XPhone Connect Directory mapping scheme.
Delete field mappings
You can delete field mappings if they have been mapped incorrectly, for example, or if you do not need the mapping.
- Select the field from the data source whose mapping you want to delete.
The mapping arrow is highlighted in color.
Click the red X on the arrow to unassign it.
To apply all settings, click Save.
Hint
You can only delete field mappings where the arrow is marked with a red X. Assignments with a black X in the assignment arrow are read-only and cannot be deleted.
Reset field mappings
You can reset the field mappings that you have changed manually to the mappings that were originally set.
Click Reset.
To apply all settings, click Save.
Customize view
You can choose which fields you want to display or change the sort order of the fields. For example, you can display only the fields that are not yet mapped, or sort the fields alphabetically.
Click the eye button to customize the view of the data source and the directory schema.
To change the display of the fields, select All Fields, Mapped Fields, or Unmapped Fields.
To change the sort order of the fields, select By Assignment or By Field Name.
You can also sort by field name only, click Field Name in the header of the data source or directory schema.
Switch between contacts preview and assigned field name
You can preview your contact data and browse through the contacts in your data source. This feature is only available in the data source fields table.
In the Sample column, click the
<
or>
arrows to scroll through the contacts.You can switch between previewing your contact data and displaying the field names. This function is only available in the table with XPhone Connect Directory Schema fields.
Click Assigned to or Example in the right column to toggle between a preview of your contact information and the assigned field names.
Field linking of source data columns
XPhone Connect Directory offers the option of linking individual or multiple source data columns to a target column. These linked data fields can be customized in their sequence and display and enhanced with separators.
To do this, first proceed as described above and link one or more source columns with a target column. Then open the dialog for Connect database fields via the “funnel” symbol .
In the upper area the selected database fields are listed with field name, ID and example. Using the arrow keys, you can navigate back and forth between the sample records.
The middle area is used for chaining and editing the database fields:
under the tab Chains the selected database fields can be changed in the order of the concatenation or removed from the concatenation. In the Separator string field, any separator for the database fields can be entered, e.g.
,
or;
. The result of the formatted concatenation is displayed in the lower area.under the Edit tab, in addition to determining the order (see Chains above), you can select in the middle drop-down list whether the contents of the database field should be copied (Copy), placed in the middle (Mid), on the left (Left) or right (Right), split (Split) or replaced by a regular expression (RegEx).
if you select Mid, Left or Right, you can specify the page boundaries and lengths below the field.
if split is selected, any separator and the number of the substring (zero-based: the first substring is 0, the second 1, …) can be specified below the field, e.g.: Mustermann-Max-Musterstr. 5-Musterstadt.
Separator:
-
Number of the substring: 1
Result: Max
for RegEx it is possible to specify below the field which expression (Match) should be replaced (Replace).
under the tab Programming, user-defined C# source code can be created, which defines how the individual fields are processed and linked with each other. For this purpose, the already existing method Transfer can be edited. The Translate button can then be used to check whether the source text can be translated and delivers the correct result.
To accept or reject the entries, press Save or Cancel.
Suggestions for improvement welcome