Migration Settings Tab
FileBound Connection Options
FileBound Version
Select the version of FileBound running on the target server. NOTE: Migrations to FileBound versions not listed here might be possible. Please thoroughly test the workflow and migration when using a version other than what is available in this list.
Server URL
Enter the URL of the FileBound Server
Authentication
Select from one of the following:
- Standard FileBound Authentication
- Active Directory Authentication
User Name
Enter the User Name for the selected Server.
Password
Enter the Password for the selected User.
FileBound Project Settings
Project
Select the desired Project.
Output File Format
Select from one of the following:
- Migrate Tiff Images
- Migrate OCR or Non-Image Files
Include OCR text for Full Text searching
Select this option to include ASCII text. NOTE: Must run OCR with single page ASCII Text Output to generate text.
Use Search Fields on Field Settings for matching existing files
Select this option to use the data in this field to match existing files in the FileBound Server. NOTE: Uncheck all fields in Search column to force new file
If required fields are blank, upload Document as unindexed
Select this option if the desired result is to set the status of documents missing required to unindexed in FileBound. NOTE: The feature works in v5 and later.
Raise Exception if no matching file exists in Filebound
Selecting this option causes an exception batch to be created within PSI:Capture if no matching record are found within FileBound based on the index fields selected for “search.”
Create FileBound Documents when migrating/Upload separate copy of file for each Document Record
These two options give you the ability to either upload just metadata to FileBound or metadata and document.
OCR and Non-Image File Options
Files to Migrate
Select from one of 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.
Other FileBound Fields
Box Number Field
Select a field from the drop down list.
Destruction Date Field
Select a field from the drop down list.
Separator OptionsSelect from Existing defined Separators or select From Index Field. | |
Divider OptionsSelect from Existing defined Dividers or select From Index Field. | |
Archive Name OptionsSelect from Manual or select From Index Field. |
Document Routing Options
Document Route ID select the route number (V4) or Select from Existing Route Names. (V5 or above)
Select From Index Field
Select from one of the following:
As Route ID - if the field selected contains the route id number
As Route Name - if the field selected contains the route name (v5 or above)
Document Routing Action
Select from one of the following:
Route All Pages
Route First Page Only
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
Document Name (Available in FileBound v5 only)
Document Description
File Notes
Document Notes
On this page:
- Migration Settings Tab
- FileBound Connection Options
- FileBound Project Settings
- Project
- Output File Format
- Include OCR text for Full Text searching
- Use Search Fields on Field Settings for matching existing files
- If required fields are blank, upload Document as unindexed
- Raise Exception if no matching file exists in Filebound
- Create FileBound Documents when migrating/Upload separate copy of file for each Document Record
- OCR and Non-Image File Options
- Other FileBound Fields
- Separator Options
- Divider Options
- Archive Name Options
- Document Routing Options
- Other Options
- Common Tabs
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