Processing Options - COLD/ERM - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

COLD/ERM

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

After the Schedule Options are configured on the Schedule Configuration tab, you must configure the Processing Options.

  1. From the Process Scheduling tab of the Schedule Management window, click the Processing Options tab to display the Processing Options.
  2. Set the following Processing Options.

    Option

    Description

    Processing Precondition

    The Processing Precondition options allow you to specify the conditions that must be met before processing can begin.

    Note:

    These options are not available for scheduled PDF conversions, Advanced Capture processes, Full-Text OCR processes or scheduled commits.

    • None. If this option is selected, no processing precondition is necessary.

    • Files Idle For at Least 1 Minute. Select to indicate that processing must begin after the file indicated in the Default File Name of the processing format has been idle for at least one minute.

    • Require Specific Semaphore. Select to indicate that processing must begin after a trigger file is detected. The trigger file can be any file type/size/label and can be written to any location on the network. OnBase will only begin processing the processing file indicated in the Default File Name of the process format after the trigger file has been detected.

      How processing is triggered (definition of the file location and/or time variable) is defined by a semaphore. A semaphore is a technique for coordinating or synchronizing polling activity. A maximum of 255 characters can be entered in this field.

      The trigger file is deleted after processing.

    Note:

    If the trigger file is being accessed over FTP, it will not be deleted.

    Processing Precondition (cont.)

    • Require Same File in a .\POLL Folder.

      Note: If the Include Sub-folders scan queue option is selected, this option is not available.

      Select to indicate that processing must begin after a POLL file has been written to a specifically-configured POLL folder.

      The POLL file must appear in a folder labeled POLL, and the POLL folder must be created as a subfolder of the Default Directory of the process format. The name of the POLL file must be exactly identical to the name of the file to be processed.

      The value in the Default File Name field will be used to locate the POLL file. When OnBase locates the POLL file, the processor will attempt to process any file with that same name in the Default Directory.

      For example: The Default File Name is *.txt, and the Default Directory is C:\ProcessFiles. The file to be processed is stored in this directory. For this example, the file is named pf11x74.txt.

      The POLL file should be placed in C:\ProcessFiles\POLL, and named exactly the same as the process file (pf11x74.txt).

      OnBase will search C:\ProcessFiles\POLL for a file that matches the Default File Name of *.txt. Upon finding the pf11x74.txt file, the processor will return to the C:\ProcessFiles directory and search for the file named pf11x74.txt. This is the file that will be processed.

    Note:

    This option is not supported for use with the Directory Import Processor.

    Residual File Post-Processing

    The Residual File Post-Processing options allow you to specify how residual files are processed (that is, files that have been processed but not deleted from the directory, such as read-only files).

    Note:

    These options are not available for scheduled PDF conversions, Advanced Capture processes, Full-Text OCR processes or scheduled commits.

    • Leave in Source Directory. Select to leave any residual files in the folder they originated in.

    • Move to .\PROCESSED Directory. Select to move any residual files to the OnBase-generated PROCESSED folder located in the same folder the files were originally in.

      CAUTION:

      Depending on your system's configuration, processed files may be automatically deleted after an import process is run. In this situation, the processed files will not be moved to the PROCESSED folder because they have already been deleted from the folder they originated from. Depending on the processor you are using, you may be able to avoid this behavior by modifying the configuration of your import processor, or by marking the files to be processed as read-only.

    • Delete. Select to delete any residual files (that is, files that have been processed but not deleted from the directory) from the folder they originated in.

    Note:

    The Delete option is not available for Scheduled Sweeps or Scan from Disk processes.

    Miscellaneous Options

    The Miscellaneous Options allow you to specify special scheduling options specific to the selected process. The availability of these options varies depending on the type of processor being scheduled. Many processing modules do not have some or all of these options.

    Note:

    No Miscellaneous Options are available for scheduled PDF conversions, Advanced Capture processes, Full-Page OCR processes or scheduled commits.

    • One Batch per File. Select to process each index file as one batch when multiple index files are being processed at once. This option is not supported for use with the Directory Import Processor.

    • Report if No Files Found. Select to create a Verification Report if no files are found when a scheduled format or job is run.

      Note:

      The Report if No Files Found option is only available when the None radio button is selected for the Processing Precondition. It is not available for scheduled Sweep or Scan from Disk processes.

    • Document Type. Available for certain scheduled Sweep processes. Use the drop-down to select the Document Type of processed documents.

    • Scan Format. Available for certain scheduled Scan from Disk processes. Use the drop-down to select the scan format to be used when processing documents. By default, the processor will use the last scan format that was assigned to the scan queue being processed.

    Note:

    Only Kofax scan formats can be selected from this drop-down.

  3. When you are finished configuring the Process Options, click Apply.