Configuring the EDI 810 Settings - EDI 810 Processor - English - Foundation 22.1 - OnBase - Premier - Standard - external - Standard - Premier

EDI 810 Processor

Platform
OnBase
Product
EDI 810 Processor
Release
Foundation 22.1
License
Standard
Premier

The general configuration options for the EDI 810 process format are contained in the Process Settings dialog box.

Among other things, these options allow you to specify the file(s) to be processed, as well as certain pre- and post-processing options that are 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 the process format can be run, the import file(s) must be accessible to the processing workstation.

Note:

The option of using a File Transfer Protocol (FTP) or a socket connection to download the necessary files are available for some processors. 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.

To configure the general settings for the EDI 810 process format:

  1. From the OnBase Configuration module, click Import | EDI Import | EDI Import Processor. The EDI Process Configuration dialog box is displayed.
  2. Select the process format to be configured and click Settings. The Process Settings dialog box is displayed.
    The Processing tab is selected by default.
  3. Ensure that the Processing tab is selected and configure the displayed settings as needed. For more information on the settings displayed on the Processing tab, see The Processing Tab below.
  4. Select the Options tab and configure the displayed settings as needed. For more information on the settings displayed on the Options tab, see The Options Tab below.
  5. Select the Advanced tab and configure the displayed settings as needed. For more information on the settings displayed on the Advanced tab, see The Advanced Tab below.
  6. Once you have set all of the configuration options on the Process Settings dialog box, click Save.