Download and Process - COLD/ERM - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/COLD/ERM/Foundation-24.1/COLD/ERM/Appendix-Using-The-PCL-Printset-Processor/Printset-Processor-Configuration/Process-Settings-Configuration/The-Processing-Tab/Download-and-Process - 2024-08-01

COLD/ERM

Platform
OnBase
Product
COLD/ERM
Release
Foundation 24.1
License
Premier
Standard
Essential

The two options in this section, Default Directory and Default File Name, point the process format to the import file containing the data to be processed.

Download & Process Option

Description

Default Directory

Enter the directory for the import file. Click Browse and navigate to the file to be processed. You can also type the name of the directory that contains the process file into the Default Directory text box.

Note:

The Default Directory path and filename must be 60 characters or fewer.

Tip:

OnBase 's ability to access the data files and place them into the configured Disk Group will affect speed. Processing will go faster if the data files are local to the processing workstation.

When using FTP with the FTP Download option, the Default Directory is the directory to which the FTP file will be downloaded for processing, and accessed from the path specified in the FTP Download field. If using FTP with the No Download option, the FTP file will be accessed from the Default Directory.

If you are using the Default Directory field to access an FTP site through a UNC path (rather than using the FTP Download field), ensure the format of the UNC path is correct. The Printset processor supports connections to FTP Servers that require a Fully Qualified Domain Name (FQDN) as well as connections that do not require a FQDN. The following example demonstrates connecting to an FTP Server that requires a FQDN:

\\ftp:\name@domain.net:<password>\\ftpserver\:21\\ftpdirectory\

Where name@domain.net and <password> are replaced with the appropriate logon credentials, ftpserver is replaced with the name of the FTP server or IP address, and ftpdirectory is replaced with the name of the FTP directory on that server.

Note:

Depending on the FTP server you are connecting to, the syntax of your FTP server's URL may be different.

Tip:

For performance or character length reasons, it is recommended that you replace the server name with its IP address. Try some benchmarks, and if name resolution causes a performance degradation, then make the corresponding change in the Configuration module, under Disk Groups | Volume Information.

After selecting Save & Close, your password is replaced by <pwd> for security purposes.

Note:

The password will need to be re-entered whenever changes are made to the Default Directory.

Default File Name

Enter the import file name or use the Browse button to navigate to the file. The Default File Name can use the ? and * wildcards to specify multiple files. For example, *.* processes all files in the directory. When the Browse button is used, the Default Directory and Default File Name fields are both populated when a file is selected.

Note:

Ensure the import file contains either continuation or form feeds. If a file contains form feeds, all configuration parameters should be based on using form feeds as the beginning of a page. For example, the Lines per page View/Print setting (Document Type Settings dialog box) should correlate to the boundaries of the form feed. Otherwise, ID String/Keyword Type settings will not be processed correctly. Files should also be properly terminated by an end-of-file marker.

Note:

Default File Name must be 60 characters or fewer.

When connecting to an FTP server, type the server name to which you are connecting into the Default File Name field. For example:

ftp:\\[ftpserver]

Where ftpserver is replaced with the name of the FTP server or IP address.