Process Settings Configuration - AFP Input Filter - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

AFP Input Filter

Platform
OnBase
Product
AFP Input Filter
Release
Foundation 22.1
License
Standard
Premier
Essential

The Process Settings dialog box is used to specify the file(s) to be processed, as well as certain pre- and post-processing options that will be applied to the data.

This dialog box also contains a command line that can be run to preprocess the data or call a batch file.

It is important to note that before processing files in OnBase the files must be accessible from the workstation, and cannot reside within a ZIP or other archive file.

The option of using a File Transfer Protocol (FTP) or a socket connection to download the necessary files is available for some processors. FTP is a protocol used to transfer files over a network. An FTP client can request a file from the server, or can place a file on the server. FTP includes functions to log onto the network, list directories, and copy files. FTP is not practical for retrieving large reports, because the whole file will be retrieved temporarily to the Client workstation.

Note:

Secure File Transfer Protocol (SFTP) is not supported for use with AFP.

Tip:

By default, the import file is deleted after processing. To prevent the deletion of this file, flag it as read-only. In Windows Explorer, right-click on the file, select Properties, select Read-only.

  1. In the Configuration module, select Import | AFP Processor.
  2. Select the format to be configured and click Settings. The Process Settings dialog box is displayed.
  3. Assign options for the process. Mandatory options are as follows:
    • Processing | Default Directory

    • Processing | Disk Group

    • Options | Run Process

  4. The remaining options are optional. All options are described in the tables below.
  5. After setting all desired configuration options, click Save.
    Note:

    FTP processing is only functional for the following modules: EDI 835, EDI 837, AFP Input Filter, some Check Import Processes, the NSF Return Process (Check21), COLD/ERM, Document Import Processor, HL7, Keyword Updater, PCL Input Filter, Physical Records Management, and XML Index Document Import Processor.