The Options Tab - 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

The Options tab contains options that specifically affect the documents that are imported as part of the batch.

The following options are displayed on the Options tab:

Options Tab Option

Description

Run Process

Enable the process to store the documents identified from the import file in OnBase. This option is selected by default.

The Run Process option must be selected in order for the process to import documents into OnBase or test the Directory Import Processor process.

Add Documents to Workflow
Note:

To use this option you must be properly licensed for Workflow.

Place processed documents into a Workflow life cycle associated with the Document Type of the imported documents.

Note:

Documents can only be added to Unity life cycles from the Core-based OnBase Client interface.

When this option is selected, the following options are available:

  • On Commit: Bring documents into a Workflow life cycle when a batch is committed.

    When using the Core-based OnBase Client interface, if one or more documents are not successfully added to a Workflow life cycle, the batch is added to the Committed queue.

    Tip:

    When using the Core-based OnBase Client interface, it is recommended that you always select On Commit.

    When using the classic OnBase Client interface, if one or more documents are not successfully added to a Workflow life cycle, the batch is added to the Incomplete Commit queue.

  • During Processing: Add the documents to a Workflow life cycle as they are processed.

    If errors are encountered while documents are processed, the successful part of the batch is moved to a Workflow life cycle and the unsuccessful part of the batch is moved to the Incomplete Process queue.

    CAUTION:

    Documents in the Incomplete Process queue can be viewed and retrieved by anyone with access to the queue, even if those users do not normally have rights sufficient to view and retrieve those documents in OnBase.

  • Perform System Work: Execute the configured system work for a Workflow life cycle as soon as the documents are added to a Workflow life cycle. This option is deselected by default for new processes.

Note:

If Verification Reports are configured to enter a Workflow life cycle, they will enter that Workflow life cycle regardless of the Add Documents to Workflow option setting.

Auto-Folder Documents
Tip:

Ensure you have Auto-Foldering properly configured before selecting the Auto-Folder Documents option.

Auto-folder documents upon import. Documents processed by the Directory Import Processor can only be auto-foldered into static folders. Dynamic folders are not supported for use with Directory Import Processor.

Note:

Selecting this option sets the default behavior for auto-foldering documents upon import. However, if a user has the ability to initiate processing from within the OnBase Client, then the user has the ability to deselect this feature when initiating the process by deselecting the Create Auto Folder option.

Accumulate Processing Information

Combine several Verification Reports into a single, cumulative daily report.

After the process is run, OnBase produces and displays a Verification Report for the process. If your solution uses several different processors or process formats, you can combine each of these Verification Reports into a single, daily report for ease of viewing by selecting the Accumulate Processing Information option.

The Verification Report is stored as a text document in the System Documents Document Type Group and the SYS Verification Reports Document Type.

Extract Index Information

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

Store AutoFill Keyword Set Data

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