This article is intended for PSIcapture Administrators.
PSIcapture can import images generated by Opex Corporation’s scanning equipment. The list of images included in the batch is based on the contents of the OXI file generated by the scanner. The OXI file determines which files to include and how pages should be grouped into separate documents.
Table of Contents
- Understanding OPEX Batch Mappings
- Importing OPEX Batch in Batch Import Workflow Step
- Importing OPEX Batch in Capture/Import Step
- Importing OPEX Batch via Auto Import
Understanding OPEX Batch Mappings
OPEX Batches must be mapped to the filetype processing structure of PSIcapture. Simply put, the following correlations are made:
- Transaction -> Folders
- Page -> Documents
- Image -> Pages
Various pre-defined metadata values can also available be extracted from an OXI file. These values can be mapped to index fields defined in the document type:
NOTE: Groups are not used in OPEX 1.4 versions.
NOTE: If you are using the newer OPEX 1.5 and using groups, you need to make sure you have the groups at the top of the OPEX file.
Integrating Barcode Values
PSIcapture can also extract barcode data from the OXI file. When building your document type, enable barcode recognition and enable the expected barcode types. Also configure index fields to receive the barcode values. During import, PSIcapture will check each page’s metadata in the OXI file for barcode values. If found, and the barcode type matches your recognition selections, the value in the OXI file is imported. If not, PSIcapture’s normal barcode recognition process executes for the page.
Importing OPEX Batch in Batch Import Workflow Step
On the Workflow screen, add a Batch Import workflow step to your document type. The Batch Import Configuration screen will prompt you for the type of import you wish to add. Select “OPEX Batch Import” and press the OK button:
On the Batch Import Settings screen’s General tab, you can select an optional default Import Location. This location is used as a starting point when manually importing OXI files through the GUI.
The Field Mapping tab is used to map index fields in the document type to one of the pre-defined metadata values in the OXI file:
Importing OPEX Batch in Capture/Import Step
When creating a batch manually through the GUI, you must specify the OXI file you want to import. After selecting the document type in the Capture / Import module, you are prompted to import a batch. Click the Import Batch button on the tool bar, or select Import Batch from the File menu:
The normal Create Batch screen is displayed. Once you press the OK button to create the batch, PSI:Capture prompts you to select the OXI file to import using a standard Windows file selection dialog:
Select the OXI file, press the Open button, and the files listed in the OXI file are imported.
Auto Import Batches
PSIcapture OPEX document types can be configured to monitor directories for OPEX batches. Unlike a normal automated monitoring process, PSIcapture will not import images as they appear in the directory. Instead, the automation processor waits for an OXI file. Once detected, the OXI file is read and its images are imported to create a new PSIcapture batch.
Keywords: PSIcapture OPEX Batches, How to import OPEX batch PSIcapture, How to use OXI files OPEX batches, Opex OXI files PSICapture