| version 7.9.x | Download Pending |
Note
This article includes advanced Administrator areas for Kofax PSIcapture as well as Kofax PSIcapture Mailroom.
Audience
This article is meant for PSIcapture Administrators.
Overview
The Kofax PSIcapture Mailroom Direct Migration allows users to migrate content from PSIcapture to PSIcapture Mailroom after running it through a given workflow. Users can extract and correlate index information, and then push that data to index metadata attached to the files to PSIcapture Mailroom, a browser-based document processing solution.
For compatibility with PSIcapture Mailroom 3.2 (Previously PSIcapture Fusion or PSIfusion) and previous legacy versions see:
PSIcapture Administrator Guide: Kofax PSIcapture Mailroom (Legacy) Migration Configuration
Prerequisites
- Kofax PSIcapture 7.9+
- Kofax PSIcapture Mailroom 3.3+
For more information on installing Kofax PSIcapture Mailroom, see:
PSIcapture Mailroom Administrator Guide: Installation
General Tab
Kofax PSIcapture Mailroom Connection Options
Site Address
Enter the URL that is used to get to the PSIfusion installation to connect to. By default IIS uses http://localhost:8080.
API Key
Enter the API Key setup within PSIcapture Mailroom Administration.
PSIfusion Options
Queue Type
This option lets user choose whether the queue the documents need to go to is for an individual user or a team.
Queue
This option lets user choose which user or team queue to send the documents to. Users can choose from an already existed queue or from an index field similar to Document.Queue in the non direct version of PSIfusion Migration.
Document Profile
This option lets user choose a document profile to assign the documents to. Users can choose from an already existed document profile or from a configured index field for the capture profile.
Document Profile
This option lets user choose a document profile to assign the documents to. Users can choose from an already existed document profile or from a configured index field for the capture profile.
External Application Options
Use the external application options to launch an executable outside of PSIcapture once the migration completes.
- Application - Specify the fully-qualified path and name of the executable. Note: Do not place quotes around the Application entry, even if the directory or file name contains spaces.
- Arguments - Supply any arguments that are required for the executable to run properly. If the executable requires quotes around certain argument values, they must be specified. To build dynamic argument strings based on batch-level index field values, press the Build button. Type in whatever constant values are required, and use the Index Fields drop-down box to select and insert placeholders for the desired index fields.
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Launch timing - Specify when the application should be launched, either after each batch migrates or after all selected batches have migrated.
Check the Wait for application to complete box to prevent the migration step from closing until after the external application completes.
Use the Maximum wait time option to specify how many minutes the migration workflow step will wait for the external application to complete.
Field Settings
The Field Settings tab provides a tool to map index values from the capture process to index fields in the PSIcapture Mailroom 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 PSIcapture Mailroom.
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.
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 PSIcapture Mailroom Web 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 PSIcapture Mailroom.
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 Tab
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 Tab
Document filtering, as with all other PSIcapture Migrations, allows users to filter in/out specific documents based on whether filters match or not. Filters can be applied to process documents that match a single filter, or only documents that match all filters, and this filter type can be adjusted with the bottom drop-down menu.
Keywords: PSIcapture PSIcapture Mailroom Direct Migration, PSIcapture Mailroom PSIcapture Migration, PSIcapture Mailroom Migration in PSIcapture, How to Migrate to PSIcapture Mailroom from PSIcapture
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