Process Settings Configuration - Directory Import Processor - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Directory Import Processor

Directory Import Processor
Foundation 22.1

The Process Settings dialog box is used to specify the file(s) to be processed, as well as certain post-processing options that will be applied to the data.

This dialog box also contains a command line that can be run to call a batch file.

It is important to note that before processing files in OnBase, the files must be accessible from the workstation.


The option 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.

  1. In the Configuration module, select Import | Directory Import Processor.
  2. Select the format to be configured and click Process Options. The Process Settings For dialog box is displayed. The Processing tab is selected by default.
  3. Assign options for the process. Mandatory options are as follows:
    • Processing | Default Directory

    • Processing | Disk Group

    • Options | Run Process

  4. The remaining options are optional. All options are described in the following sections.
  5. After setting all desired configuration options, click Save.