Automation Tab

For an overall description of how our Automated Services work please see our Overview of Automation Services and Load Balancing article.

Local Automation Service

This feature allows the user to enable the automated processing of documents based on monitored directories. These directories can be set for individual document types during Capture Profile Configuration.

To enable Auto Import check the box(es) that best apply:

• Enable the automation service (action applied immediately)
  • Suspend the automation service when the Capture application is open
    • PSIcapture suspends the AutoImportProcessor.exe while the application is open and running.
  • Enabled detailed logging for the local machine
    • Enables listing of imported documents, batch creations, and other actions taken during the import process.
  • Include detailed logging of activity for Email monitored locations
    • This added level of detail includes email subject titles, imported attachments, staging start/stops, and email movement procedures.

Automation Monitor

This list of Automated Workers shows the Location (computer name) and Status of each PC that has enabled the Auto Import service. NOTE: Error messages can be found by clicking on the Details button on the bottom right of the screen. 

Use the Restart Automation button to clear automation's current, internal lists of active and suspended queued directories, and to restart the process that detects queued directories in all monitored locations. NOTE: the Restart button is only active on the Capture Server. 

Automated Import

Monitored Locations shows the locations of the monitored folders configured during Auto Import setup in Capture Profile configuration.

Queued File Sets shows the number of file sets which are queued up awaiting processing. These are managed by the Capture Server which passes these file sets to available PCs.

in-Process File Sets shows the number of file sets currently being processed.

Suspended File Sets shows the number of file sets that are suspended due to manual processing steps.

Workflow Auto Processing

On this tab is a list of batches that have been bypassed due to processing errors or workflow step. The user has the options to:

• Refresh List
• Remove Selected Batches 

Advanced Settings

Impersonation

PSIcapture's services, including their spawned executables such as AutoImportProcessor.exe & CaptureServices.exe, are set up by default to be run by the Local System Administrator. Impersonation allows the Auto Import process to access local and network resources using an alternative set of credentials. Otherwise the Auto Import process will use the credentials specified in the Platform Services - Service (services.msc) area under "Capture Services" > Properties > "Log on" tab. To avoid needing to elevate Capture Services, the Impersonation feature can be used to specify credentials when PSIcapture attempts to:

• Log on and run Capture Services outside of a User Session (run while logged-off).
• Access Storage Locations on the Network, or in a restricted environment.
• Access Monitored Directories or Auto Import Monitored Locations which are located on the network or in a restricted environment.
• Spawn AutoImportProcessor.exe and other executable utilities employed by PSIcapture in certain modules.
• Create Configuration, Batch Manager, and other temporary files included in PSIcapture's ProgramData.

Elevating Capture Services or Using Impersonation

In some cases, users may opt to elevate their Capture Service to run as ("Log on" tab in Service Properties) an Administrator or other Authorized resource. In this case, the service will run as the specified user, generating all data in the following directories & registry entries:

• C:\ProgramData\PSIGEN
• C:\Program Files (x86)\PSIGEN
• C:\Windows\System32\config\systemprofile\AppData\Local\Microsoft\Microsoft SQL Server Local DB\
• HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\PSIGEN Software, Inc.
• Any Storage locations, Migration Paths, & Monitored directories 

All of this data will instead be generated using the credentials you specify in the aforementioned Windows Services panel (services.msc). Performing this step requires a clean generation of the ProgramData, or for permissions to be set for that user accordingly to modify (Full Control) the existing files. In cases of elevating an existing system with ProgramData previously created by a different user (or the default Local System Administrator), the ProgramData will need to be completely re-created. Contact PSIGEN support for assistance with this process.

NOTE: Setting Impersonation may have unexpected results and should only be set by a qualified IT Professional. Please contact PSIGEN support before making alterations to your Configuration and Batch Manager ProgramData. Always backup C:\ProgramData\PSIGEN before making changes to this area.

Automated Import

Enable automated import on the local machine.

Enable workflow processing on the local machine

Checking this box enables workflow processing. This feature allows the user to automatically process workflow steps for existing, checked-in batches in the central Batch Manager. 

Processing Mode

• Process individual workflow steps - This option searches for shared batches that are ready to perform one of the selected workflow steps below. The search ignores exception batches, suspended batches, and batches derived from Capture Profiles with the "Attempt to auto-process the Batch through the workflow" option enabled. Choose the steps to process from the list of available workflow steps and add the to the selected workflow list. The order of the selected steps determines precedence.
  
  
• Auto process all steps beginning with the next available step - This option searches shared batches derived from Capture Profiles with the "Attempt to auto-process the Batch through the workflow" option enabled. The search includes exceptions batches but ignores suspended batches. The processor will attempt to restart normal Batch auto processing beginning with the next workflow step.

Workflow Steps to Process

Users can choose which steps batches should automate through.

Capture Profile Filtering

On this tab the user can choose to process all document types or specific document types. However, document types cannot be processed if the automated workflow option was not configured in the Workflow Configuration.