| version 7.9.x | Download Pending |
Note
This article includes advanced Administrator areas for PSIcapture as well as EDI's proprietary systems.
Audience
This article is meant for PSIcapture Administrators.
Overview
The EDI Migration allows users to migrate content from PSIcapture to EDI'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 EDI configuration.
EDI General Options
Output File Options
Storage Location
The Storage Location specifies the directory that output file will be written to when migrating this Document Type. It is recommended that a different Storage Location be used for each Document Type.
WARNING: If the user specifies Overwrite Output File in the Output File Write Mode and anything other than All Files in Storage Location\Batch Folder in the Shared File Options\File Directory Structure section each batch that is migrated will overwrite the output load file of the previous batch.
Specify a Storage Location by selecting one from the drop down list or by selection “New”.
NOTE: Storage Locations can also be defined in the “Storage” tab on the root Configuration menu.
New
A new Storage Location can be defined by pressing the ‘New’ button, which will open the Storage Location Definition dialog below. When the new Storage Location is saved, it will be added to the list of Storage Locations and will be automatically selected for the user.
Output File Naming
Select from one of the following:
- Batch Name
- Batch Number
- Batch Create Date
- Migration Date
- Fixed Name
Output Fixed File Name
If the user selected Fixed Name in the Output File Naming dialog box they will be able to enter any valid windows file name in this dialog box.
Output File Write Mode
Select from one of the following:
- Overwrite Output File
- Append to Output File
Extension
Input the appropriate file extension to migrate based on your unique business needs. By default the migrated filetype is EDI.
Write File to Custom Output Folder - Select this option to write all migrated files to the custom output folder specified in your EDI installation settings.
Enable multi batch processing - Select this option to enable multi-batch processing, which will allow a batch to migrate multiple times, with the corresponding write behavior below:
- Overwrite - Overwrites any existing batch of the same name when performing multi-batch processing.
- Append - Appends additional files to an existing batch of the same name when performing multi-batch processing.
Segment Terminator
Specify the character that will determine a terminated segment.
Element Separator
Specify the character that will determine a separated element.
Sub-element Separator
Specify the character that will determine a separated sub-element.
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
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 EDI's Web Portal.
The Linked field setting options introduces the unique field mapping process for EDI Migrations.
Once connected to an EDI installation, the list of available definitions.
Select the appropriate definition for your business needs. Then, change the Mapping Type, Mapping Value, and Output format to match your EDI installation settings. Output Format can be implemented as Regex.
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 EDI 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 EDI.
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 EDI 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 EDI.
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.
Folder Design
The folder design tab supports the use of system and index data in naming of the folders that are being migrated to the target system.
Folder Design should be constructed initially by the EDI Administrator, and then that same design can be customized here to match your EDI organization scheme.
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
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