Importing Advanced Capture Forms - Advanced Capture - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Advanced Capture
Platform
OnBase
Product
Advanced Capture
Release
Foundation 22.1
License
Premier
Standard
Essential
  1. From the Advanced Capture Configuration window, click the Import/Export Configuration link in the Tools panel.
  2. A confirmation dialog is displayed. Click Import.
  3. The Open dialog box is displayed. Browse to the location of the XML file containing the Advanced Capture form data and click Open.
  4. If the XML file contains data for a form that has the same global identification number as an existing form in your Advanced Capture solution, but a different name, a message is displayed prompting you to choose how to treat these form duplicates. See Resolving Form Template Collision for more information.
  5. The Advanced Capture Configuration Import dialog box is displayed.

    Information about the import file (e.g., the user name of the user who created it, the workstation it was created on, the date/time it was created, and information about the database it was created in) is displayed near the top of the dialog box.

    Information about each Advanced Capture form contained in the XML file is listed in the Advanced Capture Configuration Import dialog box (e.g., the forms' names, their reconciliation status, and if they already exist in your solution).

  6. Select the check box next to each Advanced Capture form to be imported.

    • To import entries from the Regular Expression Library associated with the form(s), select <Global Configuration Objects>.

    • To select all Advanced Capture forms, click Select All.

    • To deselect all Advanced Capture forms, click Deselect All.

  7. Click Import.
  8. If you selected <Global Configuration Options> to be imported in step 6, a message is displayed asking if you wish to overwrite your system's default regular expressions.

    • To overwrite your system's default regular expressions with the incoming defaults, click Update Existing Expressions.

    • To maintain your system's default regular expressions and thus discard the incoming defaults, click Maintain Current Expressions.

      Note:

      If you selected <Global Configuration Options> to be imported in step 6, all custom, user-defined regular expressions are automatically imported.

  9. Depending on the configuration of the solution that the Advanced Capture forms were created in, a message may be displayed warning you that the Advanced Capture forms contain unresolved configuration references. See Reconciling Configuration References for more information.
  10. If the Advanced Capture forms you are importing have one or more field zones configured to use VB scripting and these VB script(s) have the same name as a script already existing in your solution, you can:

    • Re-name the incoming VB script before it is imported by clicking Use Incoming VB Scripts in the confirmation message.

    • Discard the incoming VB script and associate the incoming Advanced Capture form to the script with the same name already in your solution by clicking Use Existing VB Scripts in the confirmation message.

    All incoming VB scripts that do not have the same name as scripts already in your solution are always imported.

  11. A message is displayed informing you that the import process was successful, and you are prompted to perform Advanced Capture form precedence order analysis.