DocuSphere Migration Configuration

Created by Jessica Rivers

Migration Settings Tab

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 Main Configuration Dialog as covered in the Configured Storage Locations section of this manual.

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
Document Path Output

Select from one of the following:

  • Absolute Paths (c:\images\my batch\)
  • Relative Paths (my batch\)
Fixed Root Path
Docusphere Index Name

Enter the Docusphere Index Name

Image File Options

Migrate Image Files

Select Migrate Image Files to output the image files (i.e. Tiff, GIF, JPEG, etc.).

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 from one of the following:

  • Multi-Page Tiff Image
  • Single Page Tiff Images
  • Single Page JPEG Images
  • Single Page JPEG 2000 Images
  • Single Page BMP Images
  • Single Page GIF Images
  • Single Page PNG Images
  • Multi-Page PDF (Image Only)
  • 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 Non-Image File Options

Migrate OCR or Non-Image Files

This is for files created in the OCR module.

Storage Location

Select Storage Location by choosing a pre-defined location or configuring a new one.

Files to Migrate

Select from the following:

  • 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.

Single Page Output Options

Single page output options are only used if single page output is selected in image file options.

Storage Option

Select from the following:

  • In Document Name subfolder within Document output location
  • In Document output location
Naming Option

Select format by which the files are named.

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

Other 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

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