Running An In-Place DIP - Document Import Processor - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

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

In-Place DIP processes are used when documents to be imported reside in an existing OnBase or third-party system Foreign Disk Group. After the process, 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.

In-Place DIP can also be used to import media stream files into OnBase that can trigger a post-processing Unity task. Media stream files archive differently if the Media Manager is licensed. For more information, see your system administrator.

If you are running a DIP process using the In-Place archiving method and the process is not configured to run silently, you must perform additional steps before it can start. After completing the procedure outlined in the Running a DIP section:

  1. The InPlace DIP Configuration dialog box is displayed:
  2. Select the Foreign Disk Group to import files to from the Disk drop-down list. The folder containing the imported files will be added as a new volume in this Disk Group.
  3. Do one of the following:

    • If the Import Index file resides in the same folder as the files you want to import, click the Browse button, then navigate to and select the Import Index file. The Volume Folder Location and File Name fields are automatically populated based on your selection. Proceed to step 4.

    • If the Import Index file resides in the configured default location for the process and not in the same folder as the files to be imported, do not use the Browse button. Instead, enter the path to the folder containing the files to be imported in the Volume Folder Location field, and leave the File Name field blank. Then, click OK and the process will run using the default Import Index file.

    Note:

    When you use the Browse button to populate the Volume Folder Location field, a \(backslash) is appended to the path. However, if the >>File Name Keyword Values in your index file already each include a leading \, the one added here is not necessary and should be removed. But if there is no leading \ in the >>File Name value and no \ appended to the Volume Folder Location, files will not be imported properly. For best practice, ensure there is only one \ in either place.

  4. If desired, you can select The file specified above is used to determine if the disk group volume is mounted. Enabling this option will make the imported files unavailable and unmount the volume they reside in when the Import Index file specified in the File Name field is not in the expected location.
  5. When the process is properly configured, click OK.
    Note:

    If you cancel out of the InPlace DIP Configuration dialog box instead of clicking OK, a verification report is still generated and can be found in the Awaiting Commit queue.

  6. If you specified an Import Index file in the File Name field, a User Confirmation dialog box is displayed, asking you to confirm that the Import Index file is in the same folder as the files to be imported. Click Yes to proceed and run the process, or click No to return to the InPlace DIP Configuration dialog box and correct the process configuration as needed. (See step 3 for more information.)