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.
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.
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.
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.
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.
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.
Choose from the following:
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.
When OCR Files by file tags is selected, only files with matching image tags will be outputted. NOTE: Separate multiple tags using commas.
Choose from the following options:
Each routing option allows users to:
Users can select a index field from the document or system to add as a note in the PSIsafe workflow.
Select the desired document or system index field.
Map the folder using the selected index field.
Enter a custom value to match.
This option allows the user to add the document to a parent document and match it via an document or system index field.
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:
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:
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:
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