PSIcapture Administrator Guide: Database Migration Configuration

 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.

General Tab

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. Use the feature "Bypass Table and Column Validation" (May be needed if user does not have permissions to retrieve table list from database) to tell PSIcapture to skip Table and Column validation for scenarios in which these cannot be validated by the user's credentials (as stated in the accompanying note).

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

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 – Images imported to PSIcapture are rasterized and set to the specified DPI within the Capture/Import workflow step configuration. These images are then displayed in the viewer (preview window). 
• Original Image – Source the original image imported from the filesystem before any rasterization would occur in a Capture/Import workflow step or otherwise be modified by PSIcapture in any way.
• Alternate Images – Alternate images can be created at various times during the workflow (IE Image Processing, Capture/Import workflow step configuration, etc.)

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

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

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.