Configuring Default Mappings - Directory Import Processor - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Directory Import Processor

Platform
OnBase
Product
Directory Import Processor
Release
Foundation 22.1
License
Standard
Essential
Premier

Configure a Default Mapping to apply a configured Document Type to all imported files found in folders in the root directory.

Note:

You can only add one Default Mapping per folder.

Default Mappings should be configured if your process meets one of the following criteria:

  • All folders in the directory to be processed should be imported into OnBase. No folders should be ignored.

  • All folders being imported must be imported using the same Document Type.

If neither of these points meet your specific configuration, you may need to configure a Subfolder. For more information on configuring Subfolders, see Configuring Subfolders.

To add a Default Mapping:

  1. From the Configuration module, select Import | Directory Import Processor. The Directory Import Processor Configuration dialog box is displayed.
  2. Right-click on a process and select Add Default Mapping. A Default Mapping is displayed below the named process.
  3. Type a name for your new Default Mapping and press the Enter key.
  4. Select the Default Mapping. The Subfolder tab is displayed.
  5. If you want to automatically assign all documents within the folders in the directory to a specific Document Type, select a Document Type from the Default Document Type drop-down list.
    Note:

    If a Document Type has already been assigned to a document by a lower-level Default Mapping or Subfolder, this higher-level default Document Type is ignored.

  6. Click Apply.

Each Default Mapping must be assigned a directory Keyword Mapping or a file name Keyword Mapping, depending on how your directory is configured. See the following sections for information on configuring Keyword Mappings:

Tip:

For examples of configuring a Default Mapping, see the Default Mapping Example and the Default Mapping and Subfolder Example.