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PSIsafe Connection Options
Enter the machine name or IP address where PSIsafe server is located.
Select HTTP or TCP
Server Remoting Port
Enter the Cabinet Server’s remoting port number.
Server TCP Socket Port
Enter the Cabinet Server’s TCP Socket port number.
Enter the PSIsafe database to connect to.
Enter the customer code associated with your PSIsafe deployment.
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.
Select the desired Cabinet.
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.
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.
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.
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.
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 Title
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