[Legacy] PSIcapture Administrator Guide: Alchemy Flat Migration Configuration

 Audience

This article is meant for PSIcapture Administrators.

Overview

The Alchemy Migration allows users to migrate content from PSIcapture to Alchemy's platform, with a wide variety of configuration options. Below is a breakdown of configuration options available in this migration, and how to link those elements to your Alchemy configuration.

Alchemy General Options

Output File Options

Storage Location

The Storage Location specifies the directory that output file will be written to when migrating this Document Type. It is recommended that a different Storage Location be used for each Document Type. WARNING: If the user specifies Overwrite Output File in the Output File Write Mode and anything other than All Files in Storage Location\Batch Folder in the Shared File Options\File Directory Structure section each batch that is migrated will overwrite the output load file of the previous batch.

Specify a Storage Location by selecting one from the drop down list or by selection “New”. NOTE: Storage Locations can also be defined in the “Storage” tab on the Main Configuration Dialog as covered in the Configured Storage Locations section of this manual.

Add

A new Storage Location can be defined by pressing the ‘New’ button, which will open the Storage Location Definition dialog below. When the new Storage Location is saved, it will be added to the list of Storage Locations and will be automatically selected for the user.

Output File Naming

Select from one of the following:

• Batch Name
• Batch Number
• Batch Create Date
• Migration Date
• Fixed Name

Output Fixed File Name

If the user selected Fixed Name in the Output File Naming dialog box they will be able to enter any valid windows file name in this dialog box.

Output File Write Mode

Select from one of the following:

• Overwrite Output File
• Append to Output File

Document Path Output

Select from one of the following:

• Absolute Paths (c:\images\my batch\)
• Relative Paths (my batch\).

Alchemy Options

Image/OCR File Storage Location

Select Storage Location by choosing a pre-defined location or configuring a new one.

Image Tag Options

Select from the following options:

• Image to Document Profile, OCR to OCR tag
• Image to Document Profile, no OCR tag
• OCR to Document Profile, no OCR tag

Document Title Field

Supply the name of the Document Title Field or enter Document Title to use the information which the user selects in the Document Title Naming tab.

Create Folder Profile Options

Set to On or Off for enable this feature.

Advanced Migration Settings

Shared File Options

File directory structure

Choose the directory structure that suits your unique needs.

Duplicate Image/OCR File Behavior

When the program detects that it is about to create a duplicate Image/OCR file the user can select from the following behavior options:

• Increment duplicate names (e.g.: 000001.tif, 000001_1.tif, 000001_2.tif)
• Overwrite existing file
• Use existing file
• Stop Migrating
• Add new version of Document

Document path output

Absolute paths or relative paths, depending on the output location or an absolute path.

Single Page Output Options

Single page output options are only used if single page output is selected in image file options.

Storage Option

Specify whether PSIcapture migrates files to either the output location or a subfolder within the output location.

Naming Option

Select desired format by which the files are named according to the described naming scheme.

External Application Options

The user may wish to execute another windows application as a part of this migration. In order to accomplish this, the user must configure the following:

Application to Launch

Select the windows executable to launch.

Application Arguments

Supply any command line arguments, if any. These are supplied by the executable’ developer.

Launch Timing

The user can choose between the following timing options to launch the executable:

• Launch application after each Batch is migrated
• Launch application after all selected Batches are migrated

Field Settings

The Field Settings tab provides a tool to map index values from the capture process to index or metadata fields in Alchemy's Web Portal.

The Field Name column represents the index field name defined for this Document Type, while the Linked Field Name column represents the index field name in Alchemy.

The Output Format supports Text Field Masking.

To include a field to be migrated, select the corresponding checkbox in the "Include" column.

NOTE: If there are fields that do not match fields in the dropdown list they will be highlighted yellow.

Document Title Naming

File naming tabs have a universal interface. The example shown here is the Document Title Naming tab, which is unique to Alchemy, and specifies the document title displayed in the Alchemy interface explicitly. It supports the use of system and index data to name the files that are being migrated to the Alchemy Web Portal. For example, the Client, Platform, Batch_Number, and Load_Date as index fields could be concatenated to create a naming pattern for the migrated files in Alchemy.

These settings apply to custom files migrated.

File Extension is available with the Text migration settings. Users can add a custom file name.

Custom File Naming

File naming tabs have a universal interface. The example shown here is the Custom File Naming tab. It supports the use of system and index data to name the files that are being migrated to the Alchemy Portal. For example, the Client, Platform, Batch_Number, and Load_Date as index fields could be concatenated to create a naming pattern for the migrated files in Alchemy.

These settings apply to single page custom files migrated.

File Extension is available with the Text migration settings. Users can add a custom file name.

Folder Design

The folder design tab supports the use of system and index data in naming of the folders that are being migrated to the target system.

Folder Design should be constructed initially by the Alchemy Administrator, and then that same design can be customized here to match your Alchemy organization scheme.

NOTE: If a folder of the same value already exists nothing is done.

Pre-Processing

Bates Stamping Options

Bates Stamping is a legal industry standard for organizing and numbering multi-page legal documents. PSIcapture provides two methodologies for applying Bates Stamping: Capture Bates Stamping and Migration Bates Stamping. Capture based stamping applies Bates Stamps during the initial capture phase of a workflow. Migration based stamping applies Bates Stamps in the Migration phase of a workflow, which is typically the final phase.

See PSIcapture Administrator Guide: Bates Stamping

Imaging Processing Options

Select Enable Image Processing and then specify the image processing functions to run.

NOTE: The Enable Image Processing affects ONLY images files and not OCR. This feature is intended to be used when the desired images being migrated need a particular function run on them like Despeckle when the user has scanned in color and wishes a second output stream of Black and White images.

See PSIcapture Administrator Guide: Image Processing

Image Tag Output

See PSIcapture Administrator Guide: Image Tag Output

Output Options

Remove specified page from Migration Output: Page to remove from Output

A specified page from each document will be omitted from the output. NOTE: The Remove Page from Output affects ONLY images files and not OCR. This feature is intended to be used when the desired page to be removed is NOT a Folder or Document Separator. OCR is handled in the OCR Workflow Configuration section of this manual.

Remove last page from Migration Output

The last page from each document will be omitted from the output.

Include Folder Separators in Output

If data is included on the Folder Separator which is important to the user during Quality Assurance or Index but is NOT desired to be left in the output viewed by the end user; de-selecting this option will remove the Folder Separator sheet before outputting the file.

Include Document Separators in Output

If data is included on the Document Separator which is important to the user during Quality Assurance or Index but is NOT desired to be left in the output viewed by the end user; de-selecting this option will remove the Document Separator sheet before outputting the file.

Do not output items marked with Skip flag

Items marked with the Skip flag will be omitted from the output.

NOTE: The Keep/Remove Separators defined in migrations affects ONLY images files and not OCR. OCR is handled in the OCR Workflow Configuration section of this manual.

Document Filtering