PSIcapture Administrator Guide: Text Migration Configuration

Advanced Migration Settings

Document Output

Document Specification

When choosing the option, "As Path", the following parameters must be configured:

Document Path Position

• Last Column - PSIcapture will use the last column of the text file as the document path position.
• Custom Column - PSIcapture will use the specified column of the text file to determine the placement of document path position.
• Do Not Output - PSIcapture will not output the Document Path Position.

Column

Becomes enabled for "Custom Column" above when using that feature and uses the specified column of the text file to determine the placement of document path position.

Document Path Output

• Absolute Paths - PSIcapture will use absolute paths to the specified Document Path Position above, e.g. (C:\Images\My Batch\)
• Relative Paths - PSIcapture will use relative paths to the specified Document Path Position above, e.g. (My Batch\)
• Fixed Root Paths - PSIcapture will use a fixed root path to specified in the field below.

Fixed Root Path

Enter the fixed root path of the migration storage location.

When choosing the option, "As Base64 Encoded Value", specify the following as well:

Output document files in addition to storing in output file - Enable this feature to migrate the document files alongside the stored Text Migration files.

Trigger File

Create Trigger File

Select this option to create a Trigger File.

Trigger File Fixed Name (optional)

Specify a Fixed Name for the trigger file (if applicable).

Trigger File Extension

Enter the Trigger file extension. The default is .trg.

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 the migrated text file.

The Field Name column represents the index field name defined for this Document Type, while the Linked Field Name column represents the index field name in the migrated text file.

The Output Format supports Text Field Masking.

To include a field to be migrated, select the corresponding checkbox in the "Include" column.

NOTE: If there are fields that do not match fields in the dropdown list they will be highlighted yellow.

Custom File Naming

File naming tabs have a universal interface. The example shown here is the Single Page File Naming tab. It supports the use of system and index data to name sections of text then migrated to the text file. For example, the Client, Platform, Batch_Number, and Load_Date as index fields could be concatenated to create a naming pattern for the migrated text within the text file.

These settings apply to custom files migrated.

NOTE: The "File Extension" feature is available here within the center column under "Add Field" and "Add Constant". Specify a custom file name extension as suits your business needs.

Single Page File Naming

File naming tabs have a universal interface. The example shown here is the Single Page File Naming tab. It supports the use of system and index data to name sections of text then migrated to the text file. For example, the Client, Platform, Batch_Number, and Load_Date as index fields could be concatenated to create a naming pattern for the migrated text within the text file.

These settings apply to single page custom files migrated.

NOTE: The "File Extension" feature is available here within the center column under "Add Field" and "Add Constant". Specify a custom file name extension as suits your business needs.

Folder Design

The folder design tab supports the use of system and index data in naming of the directories that are being migrated to the target storage medium.

Folder Design should be constructed initially by the storage medium administrator, and then that same design can be customized here to match your folder structure within the storage medium.

NOTE: If a folder 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