PSIcapture Administrator Guide: FileBound Direct Migration Configuration

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 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

 

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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. 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.

 


 

FileBound Settings Tab

 

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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)

Document Routing Action

Select from one of the following:

  • Route All Pages
  • Route First Page Only

 


 

Advanced Migration Settings

 

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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

 

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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 an FileBound installation, the list of available definitions.

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

 

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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

 

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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

 

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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

 

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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

 

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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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Document Filtering allows you to only output documents which contain a Regular Expression match within the selected index field(s). This is commonly used when creating multiple migrations within a single workflow where you want an index field to direct documents to the desired migration.
NOTE: This feature requires Advanced Data Extraction (ADE) license.

 

 

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