PSIcapture Administrator Guide: M-Files Direct Migration Configuration

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

Single Page Output Options

Storage Option

Select storage options that best suit your business needs.

Naming Option

Select format by which the files are named.

Other M-Files Options

User to Run Migration - Choose between configuration user or Current User, depending on your previously configured M-Files permissions.

When migrating List fields, add missing value list items - When the indexing area of the capture profile configuration area contains List-type indexes, PSIcapture will automatically add any missing values for list items before migrating to the M-Files server.

Support migration of multiple values into multi-select List fields - Enable this feature to allow multiple values to exist simultaneously within the same multi-select List fields, as configured in the indexing area of the capture profile configuration.

Index field value delimiter - Specify the delimiter denoting separation of Index field values.

Enable detailed logging - Enable verbose logging of the Migration process, as well as the communication with the M-Files server.

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.

Field Settings

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

Important Note: M-Files can host separate index values at the Document and Folder level. Ensure you specify the appropriate index fields when mapping under the "Field setting options - Documents" and "Field setting options - Folders".

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 M-Files.

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

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 M-Files 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 M-Files.

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 File Naming

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 M-Files 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 M-Files.

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.

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