Installation

Directory Import Processor

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

Documentation Notice
Overview
Introduction
Scheduled Processing and AutoFill Keyword Sets
Applications
Multi-Function Devices
External Scanning Services
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Licensing
Upgrade Considerations
Pre-Installation
Installation
Scheduling the Directory Import Processor
Backup / Recovery
INI File
Location
INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment
Editing the INI File
Troubleshooting
Common Questions
Incomplete Process Batches
Common Errors
Product Licensing and Registration Errors
Maximum Items in Queue
Cannot Back Up Files
Contacting Support
Configuration
Configuration Overview
User Groups and Rights
Configuration
General
Processing
Using the Create Single Document Per Directory Option
Using Ordered Keyword Mappings with the Create Single Document Per Directory Option
Configuring Abbreviations
Mapping Document Types and Keyword Types to Documents
Configuring Default Mappings
Configuring Subfolders
Configuring Fixed Keyword Mappings
Configuring a Fixed Keyword Mapping for a Directory
Configuring a Fixed Keyword Mapping for File Names
Configuring Ordered Keyword Mappings
Configuring an Ordered Keyword Mapping for a Directory
Configuring an Ordered Keyword Mapping for a File Name
Process Mapping Examples
Default Mapping Example
Subfolder Example
Default Mapping and Subfolder Example
Process Settings Configuration
The Processing Tab
Download and Process
Download Protocol
Preprocess Options
Configuring a Backup Path
Other Processing Options
The Options Tab
The Advanced Tab
Currency Formatting Options
Date Formatting
Date Formatting Options
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
Scheduling a Commit
Directory Import Processor Best Practices
Usage
Use a Dedicated Processing Workstation
Use Unique Accounts for Processing
Name the OnBase Client Executable
Run OnBase as a Service
Store Files on the Processing Workstation
Update Process Tuning Parameters
System Administration & Maintenance
Commit Batches Regularly
Purge Incomplete Process and Incomplete Commit Queues
Periodically Check to Ensure Processes are Accurate
View Verification Reports
Monitor Disk Group Space and Database Size
Maintain Processing Queues
Maintain Backup Locations
Configuration
Settings
Options Tab
Add Documents to Workflow Option
Audit the Root Directory
Test all New Process Formats
Installation
Workstation Location
Licensing
Usage
Usage Overview
Registering a Workstation
Verifying and Revoking Workstation Registrations
Clearing Excess Workstation Registrations
Workstation Cleanup
View Current Users
Running a Directory Import Processor Process
The ERROR_FILES Folder
Verifying the Process
Verify the Batch
Commit or Purge the Batch
Committing a Batch
Purging a Batch
Deleting a Batch that has Been Committed
Committed Queue Options
Administrative Concerns
Maintenance Tasks for Directory Import Processor Queues
Ensure Batches are Committed on a Regular Basis
Check for Incomplete Processes or Incomplete Commits
Check Daily Verification Reports by Accumulating Processing Information
Purge the Daily Report
Clean Up Queues
Network and Database Concerns
Access
Monitor Database Space
Processing Resource Consumption on the Database Server
Ensure Data File Location Space is Sufficient
Maintain/Clean Up Data Backup Areas
Delete the Data Files From Their Original Location
Maximum Files per Import
Disk Group Document Types
Imported Files
Verification Report
Disk Group Maintenance - Monitor Available Space
System Interaction
AutoFill Keyword Sets
Exporting and Importing
Full-Text Indexing
Workflow
The Importance of Verification Reports
What is a Verification Report?
Why Incorporate Verification Reports into the Processing Procedure?
What Can a Verification Report Identify?
Errors Concerning Keywords
Errors Concerning Identifying Documents
Inaccurate Number of Documents and Pages
How Do You Access a Verification Report?
Opening a Verification Report from a Batch
Opening a Verification Report from the Document Search Results List
Can a Verification Report be Added to a Workflow Life Cycle?
Can Multiple Processes be Added to a Single Verification Report?
Viewing Batch History
Batch History
Generating a Document History Report

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