PSIsafe Direct Migration Configuration

General Tab

PSIsafe Connection Options

Server Address

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

Advanced Button

Server Channel

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.

Connect to

Enter the PSIsafe database to connect to.

Customer Code

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.

PSIsafe Options

Repository

Select the desired Repository.

Cabinet

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.

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.

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.

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.

Advanced Tab

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

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.

Post-Processing Tab

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

Common Tabs

• Document Title
• Keywords
• Pre-Processing