| version 7.9.x | Download Pending |
Note
This article includes advanced Administrator areas for PSIcapture as well as FileBound's proprietary systems.
Audience
This article is meant for PSIcapture Administrators.
Overview
The FileBound Migration allows users to migrate content from PSIcapture to FileBound's platform, with a wide variety of configuration options. Below is a breakdown of configuration options available in this migration, and how to link those elements to your FileBound configuration.
FileBound General 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, either an IPv4 address (e.g. 10.0.0.1) or an IPv6 Machine name (e.g. PSICAP-STATION1).
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 generated during an OCR workflow step for use in FileBound's Full Text Search feature.
NOTE: Must run OCR with single page ASCII Text Output to generate text.
Include Index Field value for Full Text searching
Select this option to include the specified index field (must be Memo type index field) for use in FileBound's Full Text Search feature.
NOTE: Index field must be set to type "Memo".
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.
FileBound Settings Tab
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 Options
Select from Existing defined Separators or select From Index Field.
Divider Options
Select from Existing defined Dividers or select From Index Field.
Archive Name Options
Select from Manual or select From Index Field.
Document Routing Options
- Document Route ID select the route number (V4)
- 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)
-
- Select from one of the following:
Document Routing Action
Select from one of the following:
- Route All Pages
- Route First Page Only
Advanced Migration Settings
Shared File Options
File Directory Structure
Select the desired directory structure from the following options:
- All Files in Storage Location
- All Files in Storage Location\Batch Folder
- Output File in Storage Location; Document files in Storage Location\Batch Folder
- Output File in Storage Location; Document files in Storage Location\Batch Folder\Capture Folder
Duplicate Image/OCR File Behavior
When the program detects that it is about to create a duplicate Image/OCR file the user can select from the following behavior options:
- Increment duplicate names (e.g.: 000001.tif, 000001_1.tif, 000001_2.tif)
- Overwrite existing file
- Use existing file
- Stop Migrating
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.
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 FileBound's Web Portal.
The Linked field setting options introduces the unique field mapping process for FileBound Migrations.
Once connected to a FileBound installation, the list of available definitions appears.
Select the appropriate definition for your business needs. Then, change the Mapping Type, Mapping Value, and Output format to match your FileBound installation settings. Output Format can be implemented as Regex.
Document Name
The Document Name tab functions similarly to a standard naming tab, and supports the use of system and index data in naming of the folders that are being migrated to the target system.
Document Name fields should be constructed initially by the FileBound Administrator, and then that same design can be customized here to match your FileBound organization scheme.
Document Description
The Document Description tab functions similarly to a standard naming tab, and supports the use of system and index data in naming of the folders that are being migrated to the target system.
Document Descriptions should be constructed initially by the FileBound Administrator, and then that same design can be customized here to match your FileBound organization scheme.
NOTE: If a Document Description of the same value already exists nothing is done.
File Notes
The File Notes tab functions similarly to a standard naming tab, and supports the use of system and index data in naming of the folders that are being migrated to the target system.
File Notes should be constructed initially by the FileBound Administrator, and then that same design can be customized here to match your FileBound organization scheme.
NOTE: If a File Note of the same value already exists nothing is done.
Document Notes
The Document Notes tab functions similarly to a standard naming tab, and supports the use of system and index data in naming of the folders that are being migrated to the target system.
Document Notes should be constructed initially by the FileBound Administrator, and then that same design can be customized here to match your FileBound organization scheme.
NOTE: If a Document Note of the same value already exists nothing is done.
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
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