PSIcapture Administrator Guide: DocuWare Direct Migration Configuration

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 Note

This article includes advanced Administrator areas for PSIcapture as well as DocuWare Direct's proprietary systems.

 Audience

This article is meant for PSIcapture Administrators.

 

Overview

 

The DocuWare Direct Migration allows users to migrate content from PSIcapture to DocuWare Direct'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 DocuWare Direct configuration.

 

DocuWare Direct General Options

 

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DocuWare Connection Options

Connection Type

Select how you are connecting to DocuWare.

NOTE: It is recommended that you use the newer Platform Services connection as the GAPI interface is being phased out by DocuWare.

 


 

DocuWare Platform Services Options

Authentication Method

Select one of the following:

  • Windows Authentication
  • DocuWare Authentication.

Organization

Enter or select the proper Organization

Server URL

Enter the URL of the DocuWare server to connect to.

Username

Username for use with DocuWare authentication.

Password

Password for use with DocuWare authentication.

Text Connection

Click to test connection and validate log in.

 


 

DocuWare GAPI Options

Authentication Method

Select one of the following:

  • Windows Authentication
  • DocuWare Authentication.

Organization

Enter or select the proper Organization

Authentication Server

Standard AS is your only option.

Address

Address to the DocuWare server.

Port

Port used for connection to the DocuWare server.

DocuWare Identification

User Name for use with DocuWare authentication.

DocuWare Password

Password for use with DocuWare authentication.

Text Connection

Click to test connection and validate log in.

 


 

DocuWare Options

In this section users can choose which file cabinet to migrate to along with other options.

File Cabinet

Choose from existing, map to field, manual. If from an existing or map to field cabinet then you can make your choice from the dropdown provided.

Document index field to store new DocuWare Document ID

This options allows users to select which index field to store the new DocuWare Document ID in.

 


 

Image File Options

Migrate Image Files

Select Migrate Image Files to output the tiff files.

Image Source

Select the Image Source:

  • Main Image – Image you see within the capture viewer
  • Original Image – Only available if option on step 2 of 9 is selected (this image is not modified by Image Processing)
  • Alternate Images – Alternate images can be created at various times during the workflow (IE Image Processing: Crop)

Storage Location

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

Image Output Type

Select the Image Output Type: Multi-Page Tiff Image, Single Page Tiff Images, Single Page JPEG Images, Single Page BMP Images, Single Page GIF Images, Single Page PNG Images, Multi-Page PDF (Image Only), or Single Page PDFs (Image Only).

JPEG Quality

The default is 75 and is a good blend between quality and size. Raising the number will increase size and may increase the quality of the file. This setting affects Color, Grayscale and JPEG files only.

Tags to Output

When Alternate Images are selected as the Image Source, user can specify the image tag here. Only alternate images with the matching tag will be outputted. NOTE: Separate multiple tags using commas.

Alt. Page Behavior

Select Alt. Page Behavior: One Document with all tags, or One Document with each tag.

 

OCR and Extended File Format File Options

 

Migrate OCR Files

Select Migrate OCR Files to output the OCR files. This is for a files created in the OCR module.

Storage Location

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

OCR Files to Migrate

Select OCR Files To Migrate: All OCR Files for Document, Single OCR File by workflow position, or OCR Files by file tags.

OCR File Tags to Output

Select OCR File Tags to Output: When OCR Files by file tags are selected, only files with matching image tags will be outputted. NOTE: Separate multiple tags using commas.

 

Advanced Migration Settings

 

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DocuWare GAPI dependency options

GAPI dependency directory

Specify the GAPI dependency directory for your DocuWare installation.
NOTE: If you are receiving "Invalid Assembly Version" errors, you must point to your local GAPI directory in the DocuWare install directory.

 

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

Wait for Application to Complete - PSIcapture will wait for the application to complete its process before continuing the workflow. 

  • Maximum Time (in Minutes) - This specifies how long PSIcapture will wait for the given process above to complete before proceeding with the workflow.

 

Retry Options

Enable retries when processing migration - Enable this option to attempt to retry the migration if PSIcapture receives a "Dropped Connection" call.

  • Retry Attempts - Specify the number of times PSIcapture will attempt to retry the migration.
  • Duration between Attempts - Specify the time in seconds between retry attempts.

NOTE: Retries will only occur for any calls to the DocuWare server to attempt to handle dropped connections.

 

Field Settings

 

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

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.

 

Pre-Processing

 

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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

 

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Document Filtering allows you to only output documents which contain a Regular Expression match within the selected index field(s). This is commonly used when creating multiple migrations within a single workflow where you want an index field to direct documents to the desired migration.
NOTE: This feature requires Advanced Data Extraction (ADE) license.
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