[Legacy] DocumentMall Migration Configuration

Migration Settings Tab

DocumentMall Systems Options

DocumentMall Account

Enter the DocumentMall Account number.

Security Key

Enter the DocumentMall Security Key.

Document Type

Enter the DocumentMall Document Type.

User Name

Enter the DocumentMall User Name.

Output 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.

New

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.

File Output Type

Select from the following:

• Tiff Image
• OCR File
• Tiff Image and OCR File
• Original Imported Image
• Original Imported Image and OCR File

Image File Format

Specify the image file format

OCR File Format

Specify the OCR file format

Include OCR text for Full Text searching

Select this option to load the OCR text in the full text search engine. NOTE: The user must run OCR with multi-page ASCII Text Output to generate text.

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

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.

Common Tabs

• Field Settings
• Keywords
• Document Naming (See Custom File Naming)
• Custom File Naming
• Folder Design
• Pre-Processing