docMgt Migration – PSIGEN Support Portal

General Tab

docMgt Connection Options

Site Address

Enter the site address to their docMgt deployment.

Username and Password

Enter the username and password and click on "Test Connection" in order to fill in the docMgt Options.

docMgt Options

Record Type

Users can choose from a list of record types that have been setup within docMgt. Examples of record types include invoices, purchase orders, patient records, etc.

Document Category

Users can choose a document category by the following three options:

Existing - Populates a dropdown of the configured document category options from docMgt.
Map to Field - Populates a dropdown of the index field options configured in the Indexing section of the Capture Profile configuration.
Manual - Allows the user to enter a custom document category name.

Enable Line Item Support

When enabled, one docMgt Record with Line Items for each Document record will be created for each Document.

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)

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.

Select Alt. Page Behavior

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.

Storage Location

Select Storage Location by choosing a pre-defined location or configuring a new one.

OCR 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

OCR 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

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.

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

Users can set the external program chosen to finish processing before proceeding with the migration. If the application appears to be stalling or taking too long users can set the migration to continue after a certain amount of time.

Common Tabs: