Configuring the Automated Redaction Process Settings - Automated Redaction - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

• Day-Forward Processing. Select this radio button to only process documents associated with the selected Document Type(s) that are imported into OnBase from this point in time forward.

  Select the Include Back File check box if you would like to process all documents stored in the selected Document Types prior to the creation of the Automated Redaction Process (i.e., backfile documents) in addition to all documents that are processed as day-forward.

  Tip:

  When the Day-Forward Processing and Include Back File options are selected, all documents belonging to the Document Type(s) will undergo Automated Redaction processing, beginning with the oldest document assigned to the Document Type.

• Back File Only Processing. Select this radio button to only process documents associated with the selected Document Type(s) that have been imported into OnBase prior to this point in time.

  Tip:

  If you have a large number of backfile documents to be processed, you can schedule a backfile process to run during non-peak hours. If the entire process is not completed by the time the allotted processing time ends, the Automated Redaction process will begin where it left off the next time the Automated Redaction process is run.

• Automatically burning redactions will immediately create the redacted document or revision (that is, according to Document Type settings) without sending the redacted document or revision to the Automated Redaction Review window. Depending on the image quality of the original document, the process may not find or correctly redact all of the text that should be redacted.

• Under any of the following conditions, this option is not respected, resulting in the redacted document or revision still being sent to the Automated Redaction Review window for review:

  • A Document Type assigned to the process is configured to use an Automated Redaction Dictionary with the Ask for additional strings before finding documents setting applied.

  • A Document Type assigned to the process is not revisable and is not configured to use the Standard redaction method.

  • A Document Type assigned to the process is configured to use the Replace original redaction method.

  • An archive error (for example, the Disk Group is offline) occurs when attempting to store the new redacted document.

  • An OCR engine error occurs during processing.

• Depending on your selected redaction method, either a revision of the original document or a new document is only created if the original document contains text to be redacted (that is, text that matches a value from a configured Automated Redaction Dictionary). However, if you select Always create redaction document even if no redactions found, or if you deselect Automatically burn redactions without review, either a revision of the original document or a new document is created regardless of whether the original document contains text to be redacted.

If this option is not selected, processing stops on any document that causes an OCR engine error.

If you selected the Day-Forward Processing radio button, a message warning you that the Automated Redaction process cannot be changed once it is configured is displayed. Click Yes to confirm; all documents stored in OnBase at this point are considered to be backfile documents and all documents imported into OnBase after this point are considered to be day-forward documents.

If you selected the Automatically burn redactions without review option, a message warning you about the special considerations listed in step 4 is displayed. After reviewing the message, click OK to confirm this setting.

Once you have confirmed your settings and closed any warning messages, if necessary, the Automated Redaction Processor Settings dialog box is closed and you are returned to the Automated Redaction Process Configuration dialog box.