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

Document Import Processor

Platform
OnBase
Product
Document Import Processor
Release
Foundation 24.1
License
Standard
Premier
Essential

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

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

It is important to note that before processing files in OnBase the files must be accessible from the workstation, and cannot reside within a ZIP or other archive file.

Tip:

By default, the import index file is deleted after processing. To prevent the deletion of this file, flag it as read-only. In Windows Explorer, right-click on the file, select Properties, select Read-only.

The option of using File Transfer Protocol (FTP) to download the necessary files is available for DIP. 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. Index and source files on an FTP server are not deleted when processing is complete.

Note:

Secure File Transfer Protocol (SFTP) is not supported for use with DIP.

To open the Process Settings dialog box:

  1. In the Configuration module, select Import | Document Import Processor .
  2. Select the format to be configured and click Settings. The Process Settings 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 | Default File Name

    • Processing | Disk Group

    • Options | Run Process

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