To configure the project general settings, complete the following steps.
- Select the project from the drop-down.
- In the Settings drop-down, select Global Settings.
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From the
Global Settings hierarchy tree, select
General Settings. The following items are available to configure.
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Project Name: This is the Brainware for Invoices solution name, which is typically set to the name of the customer. The value configured here is stored in the BFI reporting database.
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(Optional) Version: This is the version number of the project. We recommend setting this to 1, but it can be left blank or changed to assign document records to different testing cycles. The value entered is recorded in the BFI reporting database.
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(Optional) Client Name: Set this to the default client name that is recorded in the BFI reporting database for each processed document. This is superseded by the client name in Client Settings and is therefore optional.
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Read Settings From DB: Select this to control whether the project reads configuration settings from the database. This should always be selected.
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SQL Connection Group: This must be set to 1. It is the reference to the SQL connection group in Database Settings that contains the connection string to the Brainware for Invoices database.
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Batch In Database: Select this to specify whether the Brainware Intelligent Capture document batches are to be held in the Brainware for Invoices database or held as a batch root in the file system. It is recommended to use a database as many solution features, such as setting a priority based upon the client, are not supported if the batch root is used.
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Batch SQL Connection Group: Set this to 2. This is the reference to the SQL connection group in Database Settings that contains the connection string to the main Brainware platform database where document batches are stored.
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- Now save the changes.