PSIGEN Affinity Direct Migration (PSIsafe 12.1+)

Overview

 

The PSIsafe Direct 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:

PSIcapture Administrator Guide: PSIsafe Direct Migration (PSIsafe 11.3)

 

Prerequisites

  • PSIsafe Server 12.1+
  • PSIsafe Client 12.1+
  • PSIGEN Affinity API & Server

 

For more information on installing the PSIGEN Affinity API & Server see:

PSIGEN Affinity API & Server Deployment Instructions

 

General Tab

 

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PSIsafe Connection Options

Server Address

Enter the machine name or IP address where PSIsafe server is located.

Database Name

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).

Customer Code

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.

 


 

PSIsafe Options

Repository

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.

Cabinet

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.

Tab

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.

Template

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.

Retention Class

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

Document Manager

Select the Document Manager to be used with this type of document (i.e., Microsoft Word, Adobe, Acrobat, Outlook, etc.).

Extension

Select the file extension associated with the Document Manager chosen.

 


 

OCR and Non-Image File Options

Files To Migrate

Select from 

  • 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

  • Select from Existing defined Folder Security
  • Select From Index Field
 

Document Security Options

  • Select from Existing defined Document Security
  • Select From Index Field
 

Tab Options

  • Select from Existing defined Tab option.
  • Select From Index Field
 

Retention Options

  • Select from Existing defined Retention setting.
  • Select From Index Field

 


 

Advanced Tab

 

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Document Routing Options

Enable Routing

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

 

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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

 

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Standard Title naming scheme applies. Add fields and constants to determine the incoming content's title.

 

 


 

Keywords Tab

 

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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.

 


 

Pre-Processing Tab

 

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A standard compliment of Pre-Processing options available in most migrations is also available in the PSIsafe Direct migration. 

 

Bates stamping options

Setup Bates stamps to apply migrated documents.

Image processing options

Setup image processing to improve quality/readability of migrated content.

Image tag output options

Tag images and configure advanced tagging options.

Output options

Remove Specified Page from Migration Output - Designate a page to be consistently removed from the document collection before migration.

Remove Last page from Migration Output - Removes the last page in the document list before migration.

Include Folder separators in output - Any documents identified as folder separators will be included in the document.

Include Document separators in output - Any documents identified as document separators will be included in the document.

Do not output items market with Skip flag - Any documents marked with a skip flag in a QA step or otherwise will be removed before migration.

 

 


 

Post-Processing Tab

 

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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

 


 

Document Filtering Tab

 

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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

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