| version 7.9.x | Download Pending |
Note
This article includes advanced Administrator areas for PSIcapture as well as DocuShare's proprietary systems.
Audience
This article is meant for PSIcapture Administrators.
Overview
The DocuShare Direct Migration allows users to migrate content from PSIcapture to DocuShare's platform, with a wide variety of configuration options. Below is a breakdown of configuration options available in this migration, and how to link those elements to your DocuShare Direct configuration.
DocuShare General Options
DocuShare Connection Options
Server Address
Enter the machine name or IP address of the DocuShare server.
User Name
Enter the User Name for the selected Server.
Domain
Enter the domain hosting the selected Server.
Password
Enter the Password for the selected User.
Advanced
Enter the details of your proxy server connection:
Test Connection
Use this feature to test the connection to the DocuShare server. This will also enable the "DocuShare options" section below upon successful connection.
DocuShare Options
Root Collection
Select a root collection location for migrated content.
Collection Class
Select from a list of Collection Classes configured within the DocuShare interface.
Document Class
Select from a list of Document Classes configured within the DocuShare interface.
Include File Extension in Document Title - The document's extension (PDF, TIF, etc.) will be included in the document's title within the DocuShare interface.
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 step 2 of 9 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 and Extended File Format 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.
Advanced Migration Settings
Single Page Output Options
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
Field Settings
The Field Settings tab provides a tool to map index values from the capture process to index or metadata fields in DocuShare's Web Portal.
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 DocuShare.
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.
Collection Design
The Collection Design tab supports the use of system and index data in naming of the collections, which act like folders, that are being migrated to the target system.
Collection Design should be constructed initially by the DocuShare Administrator, and then that same design can be customized here to match your DocuShare organization scheme.
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 the files that are being migrated to the DocuShare Portal. For example, the Client, Platform, Batch_Number, and Load_Date as index fields could be concatenated to create a naming pattern for the migrated files in DocuShare.
These settings apply to custom files migrated.
File Extension is available with the Text migration settings. Users can add a custom file name.
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 the files that are being migrated to the DocuShare Portal. For example, the Client, Platform, Batch_Number, and Load_Date as index fields could be concatenated to create a naming pattern for the migrated files in DocuShare.
These settings apply to single page custom files migrated.
File Extension is available with the Text migration settings. Users can add a custom file name.
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
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