PSIcapture Administrator Guide: Configuration: Capture Profiles Tab

Overview

 

The Capture Profiles tab of the Configuration root is the central organization cluster of the Capture Profiles available in your installation. This is the product area in which new Capture Profiles can be added, edited, copied, deleted, imported, and exported. Additionally, capture profiles can be searched, filtered, and grouped according to your business needs. Explore the article below to learn more about how to use this tab of the Configuration root menu.

 

Table of Contents:

 

For more information on creating, editing, and modifying your capture profile, see the PSIcapture Capture Profiles section:

 

PSIcapture Capture Profiles

 

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Search Capture Profiles

As shown in the picture below users can search through Capture Profiles by name, description, created date, or modified date.

 

 

Capture Profile History

This icon  enables the user to look at the history of any Capture Profile. 

 

 

Add and Edit

Create a new Capture Profile or edit the highlighted one. These options are covered in the Capture Profile Configuration section.

Copy

Select this button to copy the highlighted Capture Profile. Users will be asked to give the new Capture Profile a name. This feature copies the complete configuration with exception of any Auto Import directories to be monitored as two Capture Profiles may NOT monitor the same directory.

Delete

Permanently removes the highlighted Capture Profile.

Update Batches

This function allows the user to update the configuration of an in progress batch(es).

NOTE: Single batches may be edited in each module provided the user is authorized to do so. Before selecting this function, edit the desired Capture Profile, make the changes desired, and then highlight the Capture Profile and select Update Batches.

Select Batches

Choose Select Batch, the user will then be presented with a Batch Selection screen. Highlight the batch or batches to be updated. They will appear as below.

 

 

Select the workflow step to move these batches to or choose leave in current step. 

NOTE: If the user adds or removes a workflow step from the Capture Profile workflow the batch(es) will automatically be moved to the Capture step.

Choose whether or not to Clear Completed Flag for Steps After the Newly Selected Step. This flag would have been set if a batch completed a workflow step before the user changed the configuration in the edit step. The user may desire for the batch(es) in question to go through those step again.

WARNING: Selecting more than 15- 20 batches is NOT recommended as each one is checked out to that station and the system may run out of memory. 

 

Update Batch Document Type

As stated above, updating PSIcapture batches is necessary when configuration changes are implemented on the capture profile, but an existing batch has already begun processing, and is in any step of the workflow with the old configuration settings present. This process will update the batch and apply your configuration changes so that users don't need to recapture the batch and restart the workflow process. Administrators can then choose to modify the workflow step as it suits the business needs.

 

Begin Update

Select Begin Update and the system will checkout each batch and update it. The status will be one of the following: Pending (black), Processing (blue), Update Complete (green), Error Checking Out Batch (red) and Error Updating (red).

Import

This function allows the user to point to a previously exported Capture Profile configuration. Some items like storage locations, Auto Import monitoring locations and database configurations may need to be edited. Check over each of these items to verify they are configured as intended.

Export

This function allows the user to configure a Capture Profile and export it for use in another location or Capture Server.

Version 6.0.1.6+

The user has the option to exclude the Zone Profile or and Classification Templates when exporting one or more Capture Profiles.

Toggle Grouping

All Capture Profiles can be designated as a member of a user specified group to aid organization. To modify the group of a Capture Profile edit that Capture Profile and modify the group name on Capture Profile - General.

 

Ungrouped

Grouped

 

 

Keywords: PSIcapture Capture Profiles Configuration, PSIcapture Configuration Capture Profiles Tab, Capture Profiles Tab Configuration PSIcapture

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