Process Settings - Document Import Processor - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Each field value in the Import Index file is prefaced with a tag that is mapped to a Keyword Type. The DIP process identifies and associates field values with Keyword Types. Each record is separated by a character string.

Records and field values are presented in a specific order in the Import Index file. The DIP process must be configured to identify and process these field values based on the order of the records and field values in the file.

Self Configuring Fields should be selected when the DIP is being used to process information from one OnBase system (or a third-party legacy system) into another OnBase system. This option is selected by default.

Self Configuring DIP Import Index files do not require that you configure fields. For more information, see Self Configuring DIP on Self Configuring DIP.

Individual field values are not enclosed within characters (for example: Perry, Bryan, 2000).

Individual field values are enclosed in single quotation marks. In the example, 'Perry', 'Bryan','2,000', the values are separated with commas and delimited with single quotation marks.

Individual field values are enclosed in double quotation marks. For example, in “Perry”, “Bryan”,”2,000”, the fields are separated with commas and delimited with double quotation marks.

A new line separates each of the fields. This option can be used for Ordered DIP files if a new line is used to separate each of the fields.

A tab character separates each field.

If the DIP process does not use either of the above two separators, select this option.

In the text box, type a specific character that the file uses as a separator.

Select End Of File Designator if only part of the file is to be processed, or to confirm that the Import Index file is not being truncated (confirm the entire file was processed).

Type the text string that displays in the Import Index file at the desired end of the process. The text string will stop the DIP process at a specific point without causing errors. An error message will be generated in the verification report if the text string is not found during processing.

Documents to be processed can reside on a network location and are archived into a regular disk group. After commit, document information is stored to the Disk Group assigned to the process. This is the default behavior of DIP.

Documents to be imported reside on platters of an existing OnBase or third-party system Foreign Disk Group. After the DIP, database pointers are redirected to access the existing documents. This import method requires that documents be stored to a Foreign Disk Group. In-Place import allows you to quickly access information residing in existing files, saving the time investment associated with Normal import.

If this archiving method is selected, the Specify Foreign Disk Group option becomes available. If you want this process to always import documents into a specific Foreign Disk Group regardless of other settings, select Specify Foreign Disk Group and select a Foreign Disk Group from the Disk Group drop-down list.

This option is only active for Self Configuring DIP and is used to copy file information from one document management database to another. This archival method also requires a OnBase.ID file.

When this option is selected, the options Delete Index Files and Delete Source Files become enabled.

When this option is selected, the options set in the onbase32.ini file will be ignored. If only this option is checked, the Import Index file and source files will not be deleted after import regardless of what is set in the onbase32.ini file.

When this option is selected, the setting for the INI option DIPDeleteSourceFile will be ignored and the Index Files will be deleted.

When this option is selected, the setting for the INI option DIPDeleteSource will be ignored and the Source Files will be deleted.

You can select the Expand AutoFill Keyword Sets option to index documents with values in an AutoFill Keyword Set based on a Primary Keyword Value in the import index file. If the Primary Keyword Value is only associated with one AutoFill Keyword Set, that AutoFill Keyword Set will be used to index the document. If the Primary Keyword Value is associated with more than one AutoFill Keyword Set, all of the associated AutoFill Keyword Sets will be used to index the document, as well as the values in the import index file.

For example:

A Document Type uses a social security number as the Primary Keyword Value. An existing AutoFill Keyword Set is shown below:

999-99-9999, Sara Smith, 10/10/1966

999-99-9999 is the Primary Keyword Value.

Sara Smith's maiden name was Sara Adams.

When a document is imported using an import index value of 999-99-9999, Sara Adams, 10/10/1966, the existing AutoFill Keyword Set is triggered by the Primary Keyword Value (999-99-9999). The document will be indexed with the values in the AutoFill Keyword Set (999-99-9999, Sara Smith, 10/10/1966).

By default, when two or more consecutive records contain the same Keyword Values for the same Document Type, the items are linked together into a multi-page document in the order they are processed. This option overrides this behavior and stores every document as a separate document.

When this option is selected for an In-Place DIP process involving multi-page TIFF documents, the process will attempt to read the index file to store the correct number of pages in the database. This ensures all pages in the multi-page TIFF will display correctly. When this option is selected, missing image files will be displayed in the verification report.

When this option is selected, the folders the source files resided in will be deleted after the process has run. In order for this option to properly function, no files must be present in the folders after import. To accomplish this, either the onbase32.ini file options must be set to delete the source files and/or Import Index files, or the Option Override options must be set appropriately.

For more information, see 11.

When this option is selected, the index file will not be moved to the ERROR_FILES subdirectory if an error occurs. A note will be displayed in the Verification Report after the process is completed.

When this option is selected, DIP will count the number of pages for all text documents being processed. Each document's page count will be stored in the document's Document Properties.

When this option is selected, documents imported through DIP are not added to medical contexts after processing or committing.

This option is maintained for legacy purposes. If you need to use this option, contact support or see the OnBase documentation for the version of RCM that you are currently using.

When this option is selected, required Keyword Types are not respected.

Any imported documents missing a required Keyword Value are imported into OnBase. The missing required Keyword Values are noted within the Verification Report, but no error is reported within the Verification Report and the document is successfully imported into OnBase.

When this option is selected, file names of the index file and data files imported using DIP are saved to the Index File Name and Import File Name System Keyword Types on the imported documents. If these System Keyword Types are not assigned to the Document Type, file names will not be saved on the document.

When importing a revision or new rendition of an existing document, the original document does not have any values assigned to the Index File Name or Import File Name Keyword Types, and the Save Filenames to System Processing Keywords option is selected, file name values will be added to the original document as well as the revision or rendition being imported.

If a value imported into the Index File Name or Import File Name Keyword Types exceeds 250 characters, it is truncated beginning from the left of the path in order to preserve the file name itself.

Searches for documents with matching Keyword Values that already exist in OnBase.

If you select this option, you must select one of the following available options to determine what happens to the document to be imported if an existing document with matching Keyword Values is found:

• Append Additional Pages to Existing Document

• Append Additional Pages to New Revision of Existing Document

• Do Not Import Document

Appends the new documents to the existing documents.

Creates a new revision with the imported pages added on to the end of the existing document. Appending additional pages only works with image file formats.

Purges the document from the batch being imported. The verification report will state that the document was removed from the batch.

When existing documents with matching keywords are found, the match is reported in the Verification Report as a note instead of as an error.

This option is only enabled if the Do Not Import Document option is selected.

Creates a new revision with the imported pages added on to the front of the existing document. Prepending additional pages only works with image file formats.

Checks for matching Keyword Values based only on unique Keyword Types during a search for existing documents. Unique Keyword Types are configured as a UNQ Keyword Option from Document Type settings in the Configuration module. For more information on Keyword Options, see the System Administration documentation.

Select this option when imported documents are expected to be revisions or appended pages of archived documents, but whose Keyword Values may not match the archived Keyword Values.

The documents are matched to archived documents based only on the configured unique Keyword Values, rather than all Keyword Values as a normal DIP process requires. All Keyword Values on the two documents are merged and all the Keyword Values for both documents are displayed on each document and any additional imported pages or revisions.

Checks for matching Keyword Values based only on unique Keyword Types during Implied Continuation. Unique Keyword Types are configured as a UNQ Keyword Option from Document Type settings in the Configuration module. For more information on Keyword Options, see the System Administration documentation.

Select this option when importing documents whose Keyword Values may not match the archived Keyword Values.

All unique Keyword Values between both documents must match for Implied Continuation to occur. This includes all unique Keyword Values belonging to a Single Instance Keyword Type Group or a Multi-Instance Keyword Type Group.

The following criteria must also be met for Implied Continuation to occur:

• The document to be imported must be an Image File format

• The Document Types must match

• The Keyword Types must match

• The >>Document Date Keyword Value must match, if applied to the document

All Keyword Values on the two documents are merged and all the Keyword Values for both documents are displayed on each document.