Identifying the Sample File and Process Paths - COLD/ERM - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

COLD/ERM
Platform
OnBase
Product
COLD/ERM
Release
Foundation 23.1
License
Standard
Essential
Premier

Select the COLD file that will be used to configure the COLD Process Format.

  1. Expand the new COLD Process Format by selecting the + node to the left of the Process Format name.
  2. Double-click on the branch labeled [SAMPLE TEXT PATH] or select the branch labeled [SAMPLE TEXT PATH] and select Edit from the right-click menu. The Open dialog box is displayed.
  3. Navigate to the file you wish to use to configure the Process Format and select Open. The file path is displayed next to [SAMPLE TEXT PATH].
    Note:

    The maximum file path length is 255 characters.

  4. Right-click the branch labeled [SAMPLE TEXT PATH] and select View File. The COLD file is displayed. Do this to view the file at any time during Process Format configuration.
    Tip:

    You can display the sample file using different text encodings by right-clicking the open file and selecting an option from the Text Encoding list. This feature can be useful for determining which type of encoding the process should be configured to use. However, keep in mind that the encoding selected here is only applied to the sample file. Encoding options for the process are configured in the Process Settings dialog box.

    Tip:

    When the file is displayed in the window, you can locate specific text by right-clicking on the open file and selecting Text Search to display the Internal Text Search dialog box. Type in the necessary criteria and select Find or Find First to initiate the search.

  5. Right-click the branch labeled [PROCESS PATH] and select Edit. The Process Settings dialog box is displayed. The Processing tab is selected by default.
    Alternatively, double-click on the branch labeled [PROCESS PATH] to obtain the Process Settings dialog box.
  6. Enter the appropriate value for each option necessary to your COLD Process Format. All options are explained in the tables below. The following options are mandatory:

    • Processing | Default Directory

    • Processing | Default File Name

    • Processing | Disk Group

    • Options | Run Process check box

  7. When all options are set satisfactorily, click Save to save your selections and exit the dialog box.
    Note:

    It is important to note that before processing files in OnBase, the files must be accessible from the workstation. The options of using a File Transfer Protocol (FTP) or a socket connection to download the necessary files are 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.