[Legacy] ARC Document Solutions PlanWell Direct Migration Configuration

Migration Settings Tab

Planwell Connection Options

Site Address

Enter your Planwell site address here.

User Name

Enter your username.

Password

Enter your password.

Planwell Options

Project

Select which project this document type is for.

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 – 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 from 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 from One Document with all tags, or One Document with each tag.

OCR and Non-Image File Options

Migrate OCR or Non-Image Files

This is for files created in the OCR module.

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.

Single Page Output Options

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

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.

Common Tabs:

• Field Settings
• Custom File Naming
• Single Page File Naming (See Custom File Naming)
• Folder Design
• Pre-Processing