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This article includes advanced Administrator areas for PSIcapture as well as Kofax PSIsafe.
This article is meant for PSIcapture Administrators.
The Kofax PSIsafe Direct (Affinity) Migration allows users to migrate content from PSIcapture to PSIsafe after running it through a given workflow. Users can extract and correlate index information, and then push that data to Folder Indexes.
For compatibility with PSIsafe 11.3 see:
- PSIsafe Server 12.1+
- PSIsafe Client 12.1+
- PSIGEN Affinity API & Server
For more information on installing the PSIGEN Affinity API & Server see:
PSIsafe Connection Options
Enter the machine name or IP address where PSIsafe server is located.
Enter the PSIsafe database to connect to. This matches the "Connect to" field in the PSIsafe Desktop Client Login screen.
NOTE: The Database Name may not be the same as your SQL Database name. In this case, PSIcapture needs the name that appears in the "Connect to" field on your PSIsafe Login screen.
API Subscription Key
This API Subscription Key will be associated with your PSIsafe Cloud installation, and will be provided by PSIGEN at the time of purchase. This key must be issued per customer and per application endpoint. Please contact PSIGEN support for your API Subscription Key.
NOTE: For PSIsafe Cloud Installations, each endpoint has to be licensed (issued an API Subscription key).
Enter the customer code associated with your PSIsafe deployment. This code will only be entered for Cloud Customers. For On-Premise installations, this should be left as "default".
Username and Password
Enter the username and password with the correct permissions and click "Test Connection" to auto populate the fields under PSIsafe Options.
Select the desired Repository. "From Index Field when migrating" allows users to configure an index field that matches an existing PSIsafe Repository to place the content.
Select the desired Cabinet. "From Index Field when migrating" allows users to configure an index field that matches an existing PSIsafe Cabinet to place the content.
Users can choose what tab the documents go in based on existing tabs within a PSIsafe cabinet or index fields configured in the Indexing section of the current Capture Profile.
Users must choose which template the documents go in based on existing templates configured in PSIsafe Management.
Folder Security Class
Users can choose the folder security class based on existing classes within PSIsafe or index fields configured in the Indexing section of the current Capture Profile.
Document Security Class
Users can choose the document security class based on existing classes within PSIsafe or index fields configured in the Indexing section of the current Capture Profile.
Users can choose the retention class based on existing classes within PSIsafe or index fields configured in the Indexing section of the current Capture Profile.
Create new folder if no existing folder...
Selecting this will create a new folder in the selected cabinet if the data value in the selected field does not match an existing folder.
Update index fields on existing Folders
As described this gives users the option to update index fields on existing folders. Do not check this the user wishes to retain current index fields.
Multi-Record Output Options
Output a Document for each Capture Record - Since both PSIcapture and PSIsafe 12.1+ support multiple records on a document, the user has the option to either associate multiple records with each document (default), or check this box and separate each capture record and associate it with a new copy of the document.
Output File Options
Output File Format
Choose from the following:
- Migrate Tiff Images
- Migrate OCR Documents or Non-Image Files
Select the Document Manager to be used with this type of document (i.e., Microsoft Word, Adobe, Acrobat, Outlook, etc.).
Select the file extension associated with the Document Manager chosen.
OCR and Non-Image File Options
Files To Migrate
- 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.
Folder Security Options
Document Security Options
Document Routing Options
Choose from the following options:
- Route by User
- Route by Rule
Each routing option allows users to:
- Select From Existing - If there are any existing rules they should be listed here.
- From Index Field - List of Index Fields created in the document type.
Workflow note index field
Users can select a index field from the document or system to add as a note in the PSIsafe workflow.
Document Linking/Attachment Field Options
Document Linking/Attachment Field
Select the desired document or system index field.
Match using Field
Map the folder using the selected index field.
Having a Value of
Enter a custom value to match.
Add to Parent Document
This option allows the user to add the document to a parent document and match it via an document or system index field.
PSIsafe Folder Indexes Tab
In this section users can choose which Capture Profile index fields get mapped to existing PSIsafe Folder Indexes for the selected cabinet. Users can choose to:
- Migrate All selected data fields
- Migrate only data fields for the Document Record Type.
Users can also map Document-level indexes, (Document Records) from this area.
Document Title Tab
Standard Title naming scheme applies. Add fields and constants to determine the incoming content's title.
Standard Keywords logic applies. Choose specific fields to be migrated as fields and constants that appear as keywords in the PSIsafe Client when browsing the content.
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.
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.
Image Tag Output
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.
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.
Supply any command line arguments, if any. These are supplied by the executable’ developer.
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
Document Filtering Tab
Document filtering, as with all other PSIcapture Migrations, allows users to filter in/out specific documents based on whether filters match or not. Filters can be applied to process documents that match a single filter, or only documents that match all filters, and this filter type can be adjusted with the bottom drop-down menu.
Keywords: PSIcapture PSIsafe Direct Migration, PSIsafe PSIcapture Migration, PSIsafe Migration in PSIcapture, How to Migrate to PSIsafe from PSIcapture