PSIcapture Administrator Guide: Database Migration Configuration

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 Note

This article includes advanced Administrator areas for PSIcapture as well as Databases.

 Audience

This article is meant for PSIcapture Administrators.

 

Overview

This article goes over the configuration and setup of Database Migrations in PSIcapture. The Administrator must first create a capture profile, add a Migration Workflow step, then choose the "Database Migration" option to be presented with the following product areas.

 

Table of Contents

 

General Tab

 

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Database Output Options

Database Type

Choose one of the following providers:

  • Microsoft Access
  • Microsoft SQL Server
  • Oracle
  • IBM DB2
  • ODBC Compliant

Database Connection Setup: Settings Tab


For Microsoft Access the user will need to do the following:

  1. Click “Select” to open Database Connection Setup dialogue box.
  2. Enter the path to the Access Database or select Browse to locate it.
  3. Enter the UserID and Password if applicable.


Database Connection Setup: Advanced Tab

The advanced tab shows the current connection string and allows you to add custom commands.

 

SQL Server

 

For Microsoft SQL Server the user will need to do the following:

  1. Enter the name of the SQL Server or select the drop down box (WARNING: this will query the whole domain for all SQL servers) to locate it.
  2. Select the Use Trusted Connection or enter the UserID and Password for the selected SQL server.
  3. From the drop down Select Database to use.

Oracle

 

For Oracle the user will need to do the following:

  1. Enter the name of the Oracle Server.
  2. Enter the Schema / Owner (optional)
  3. Select the Use Trusted Connection or enter the UserID and Password for the selected Oracle server.

Table

All tables and views that exist for the selected database will be shown in the drop down list.

Output in Scan HQ Format

Select Output in Scan HQ Format to create extra fields and tables used in legacy products that require this format.

Updating Records

You can select to "Use Search Fields on Field Settings to update existing records if they exist" as well as limit the number of records you would like to update in the "Record Update Limit" field.

Populating Database Fields

You may select "Populate database fields with NULL instead of an empty string when Text/Memo fields are empty" to eliminate empty fields in your database.

 

Image File Options

 

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Migrate Image Files

Select Migrate Image Files to output the image files (i.e. Tiff, GIF, JPEG, etc.).

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.

NOTE: If PSIcapture sees a field with the corresponding Data Type in the database table they are connecting to, we will add that database field to the Storage Location drop down as an option on where to migrate the files to. Some examples are:

  • Microsoft SQL Server
    • Image
    • Varbinary
  • Microsoft Access
    • Ole Object
  • Oracle
    • Blob

Image Output Type

Select from one of the following:

  • Multi-Page Tiff Image
  • Single Page Tiff Images
  • Single Page JPEG Images
  • Single Page JPEG 2000 Images
  • Single Page BMP Images
  • Single Page GIF Images
  • Single Page PNG Images
  • Multi-Page PDF (Image Only)
  • 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

 

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Migrate OCR or Non-Image Files

This is for files created in the OCR module.

Storage Location

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

Files to Migrate

Select from the following:

  • All OCR Files for Document
  • Single OCR File by Workflow position
  • OCR Files by file tags
  • Non-Image source file

Tags to Output

When OCR Files by file tags is selected, only files with matching image tags will be outputted. NOTE: Separate multiple tags using commas.

 

Advanced Tab

 

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Shared File Options

File Directory Structure

Select the desired directory structure from the following options:

  • All Files in Storage Location
  • All Files in Storage Location\Batch Folder
  • Output File in Storage Location; Document files in Storage Location\Batch Folder
  • Output File in Storage Location; Document files in Storage Location\Batch Folder\Capture Folder

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

Document Path Output

Select from the following:

  • Absolute Path (C:\MigrationOutput\POs\990001.tif)
  • Relative Path (\POs\990001.tif, assuming that the output text file is in C:\MigrationOutput)

Single Page Output Options

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

 

Storage Option

Select from the following:

  • In Document Name subfolder within Document output location
  • In Document output location

Naming Option

Select format by which the files are named.

 

Other 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

 

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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 SharePoint Online.

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 SharePoint Online.

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.

 

 

Custom File Naming

 

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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 SharePoint Online. 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 SharePoint.

These settings apply to custom files migrated.

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

 

 

Single Page Custom File Naming

 

db5.png

 

File naming tabs have a universal interface. The example shown here is the Single Page File Naming tab. It supports the use of system and index data to name the files that are being migrated to the SharePoint Online. 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 SharePoint.

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

 

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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 SharePoint Administrator, and then that same design can be customized here to match your SharePoint organization scheme.

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

 

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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