PSIfusion Direct Migration Configuration

Created by Jessica Rivers
May 30, 2018

General Tab

PSIfusion Connection Options

Site Address

Enter the URL that is used to get to the PSIfusion installation to connect to. By default IIS uses http://localhost:8080.

API Key

Enter the API Key setup within PSIfusion Administration.

PSIfusion Options

Queue Type

This option lets user choose whether the queue the documents need to go to is for an individual user or a team.

Queue

This option lets user choose which user or team queue to send the documents to. Users can choose from an already existed queue or from an index field similar to Document.Queue in the non direct version of PSIfusion Migration.

Document Profile

This option lets user choose a document profile to assign the documents to. Users can choose from an already existed document profile or from a configured index field for the capture profile.

Document Profile

This option lets user choose a document profile to assign the documents to. Users can choose from an already existed document profile or from a configured index field for the capture profile.

External Application Options

Use the external application options to launch an executable outside of PSIcapture once the migration completes.

  • Application - Specify the fully-qualified path and name of the executable. Note: Do not place quotes around the Application entry, even if the directory or file name contains spaces.
  • Arguments - Supply any arguments that are required for the executable to run properly. If the executable requires quotes around certain argument values, they must be specified. To build dynamic argument strings based on batch-level index field values, press the Build button. Type in whatever constant values are required, and use the Index Fields drop-down box to select and insert placeholders for the desired index fields.

  • Launch timing - Specify when the application should be launched, either after each batch migrates or after all selected batches have migrated.

Check the Wait for application to complete box to prevent the migration step from closing until after the external application completes.

Use the Maximum wait time option to specify how many minutes the migration workflow step will wait for the external application to complete.

Common Tabs

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