Worldox Direct Migration Configuration

Migration Settings Tab

Worldox System Options

User Name

Enter the User Name for this document type.

Password

Enter the password for the user.

Profile Group

• Select Existing and the drop down list will populate with the profile group defined for this site.
• Select Map to Field and enter the index field whose contents will be used to determine which profile group to populate.
• Select Manual if the desired value is neither in the existing list nor in an index field. NOTE: The value must still match an existing value. It is possible that it does exist and does not show up in the existing list for various reasons. i.e. timing, security etc.

Image File Options

Migrate Image Files

Select Migrate Image Files to output the tiff files.

Image Source

Select the Image Source:

• Main Image – Image you see within the capture viewer
• Original Image – Only available if option on General Step (Part 2) 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 the Image Output Type: Multi-Page Tiff Image, Single Page Tiff Images, Single Page JPEG Images, Single Page BMP Images, Single Page GIF Images, Single Page PNG Images, Multi-Page PDF (Image Only), or 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 Alt. Page Behavior: One Document with all tags, or One Document with each tag.

OCR File Options

Migrate OCR Files

Select Migrate OCR Files to output the OCR files. This is for a 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 OCR Files To Migrate: All OCR Files for Document, Single OCR File by workflow position, or OCR Files by file tags.

OCR File Tags to Output

Select OCR File Tags to Output: When OCR Files by file tags are 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.

Storage Option

Select to output image files “In Document Name subfolder within Document output location” or just “In Document output location”.

Naming Option

Select format by which the files are named.

Other Worldox Options

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: Overwrite existing file or Increment duplicate names (e.g.: 000001.tif, 000001_1.tif, 000001_2.tif).

User To Run Migration

Select between:

• Configuration User
• Current User

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 Custom File Naming
• Folder Design
• Pre-Processing