"Enter your personal PIN number if your site enforces two-factor authentication."
This migration is for PSIcapture version 22.214.171.124 and above, and replaces the older ARC Document Solutions Planwell Direct migration.
Settings - General
Skysite Connection Options
Enter your Skysite site address here.
Enter your username.
Enter your password.
PIN (if required)
Enter your personal PIN number if your site enforces two-factor authentication. NOTE: Available in version 6.2 and higher.
Press this button to verify the site address and credentials. A successful connection is required in order to complete the configuration.
Image File Options
Migrate Image FIles
Select Migrate Image Files to output the image files (i.e. Tiff, GIF, JPEG, etc.).
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)
Select Storage Location by choosing a pre-defined location or configuring a new one.
Image Output Type
Select from 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)
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 from 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.
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.
Settings - Advanced
Skysite Infolink Options
Select the target Skysite Infolink project from the drop down list. The list is populated during the connection test (see Test Connection).
Press the Select button to display the Skysite Root Folder Selection dialog:
Use the dialog to choose the project folder that will be common to all documents processed by this migration. If the documents are not common to any one folder, select the <project root> folder. Selecting the project root folder or a child folder that contains many sub folders will slow overall migration performance. Documents are never stored in the root folder. A subfolder structure must be defined in the Folder Design section of the configuration. See Settings - Folder Design for details.
Check this option to return a direct link to each document migrated.
Select View to receive a link suitable for download and for online viewing. Select Download to receive a link that will only allow the document to be downloaded to the local machine.
Link Field Target
Select an index field to receive the hyperlink text. This index field can then be used by other migrations or workflow steps to communicate the link to other systems.
Link Display Format
Select URL to receive a link that can be pasted directly into a browser. Select Filename to receive an HTML hyperlink.
Single Page Output Options
Single page output options are only used if single page output is selected in image file options. Select format by which the files are named from the list below:
Page File Name (e.g. 000001.tif, 000002.tif, etc.)
Document Name + Page Number
Document Name + Custom Single Page File Name
Custom Single Page File Name
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 by clicking on Browse.
Supply any command line arguments, if any. These are supplied by the executable’ developer. Users can also add system index fields.
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.
Wait for Application to Complete
Users have the option to wait for the external application to complete before continuing in the capture workflow. To avoid long wait times users can also set how long to wait for the external application in minutes.
Settings - Folder Design
This migration requires a folder designation, which is specified on the Folder Design tab. Select the root folder as discussed in the root folder section, then design a subfolder structure in the Folder Design tab using a combination of fixed values and/or index values to determine where the documents will be stored. When using user-defined index fields, it is recommended that at least one of the fields be defined as Required on the Indexing configuration screen. NOTE: If the value from a folder design is blank, the migration will fail.