Uploading and Configuring Vendor Data - Intelligent Capture for AP - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Intelligent Capture for AP
Platform
OnBase
Product
Intelligent Capture for AP
Release
Foundation 23.1
License

To upload and configure vendor data:

  1. Launch the Data Capture Configuration Tool. Depending on your settings during installation, the shortcut to the tool can be found in the Windows Program Menu folder and/or on the Windows desktop.
  2. The System Login screen of the Data Capture Configuration window is displayed.
    1. Enter your logon information in the appropriate fields: the full URL to the Service page of your OnBase Application Server, the appropriate data source, and your OnBase credentials.
      Note:

      Because the Data Capture Configuration Tool is a 32-bit application, you must enter a 32-bit data source name.

    2. When finished, click Next >(or press Enter).
      Note:

      Depending on your account's settings, you may be prompted to change your password. For more information on password policies, see the System Administration module reference guide or help file.

  3. The Product Selection screen is displayed.

    Do one of the following:

    • To begin configuring the Intelligent Capture for AP engine, select the Intelligent Capture for AP product, and then click Next >. Proceed to the next step.

    • To manage your Regular Expression Library, select the Regular Expression Library Manager utility, and then click Next >. Proceed to Managing the Regular Expression Library.

  4. The AP Configuration Options screen is displayed.

    Select a configuration option:

    • If you are configuring your Intelligent Capture for AP solution for the first time, only the following options are available to you:

      • First Time Setup: This option guides you through the necessary configuration screens in the appropriate order to ensure that your solution is set up in a valid manner.

        Note:

        On the AP Configuration Options screen, the First Time Setup option can be selected at any time to utilize the guided setup, even if you are not configuring your solution for the first time.

        For the configuration procedures specific to this option, see Setting Up a Solution.

      • Import/Export: To import/export configuration sections and/or learned data into/from your Intelligent Capture for AP system, select Import/Export and click Next >.

        For the configuration procedures specific to this option, see Importing/Exporting Vendor Data Across Different Systems.

    • To map pre-configured AP Document Types and Keyword Types to OnBase Document Types and Keyword Types, select Map AP Data Types and click Next >.

      For the configuration procedures specific to this option, see Mapping AP Data Types.

    • To set up an ERP system and import vendor data from it, select Configure ERP Vendor Data and click Next >.

      For the configuration procedures specific to this option, see Importing Vendor Data From a File.

    • To schedule processes for importing vendor data at regular intervals, select Setup Scheduled Vendor Import Process and click Next >.

      For the configuration procedures specific to this option, see Configuring a Scheduled Vendor Import Process.

    • To modify/delete existing vendor data, or to add new vendor data on an individual basis, select AP Vendor Data Administration Tool and click Open.

      For the configuration procedures specific to this option, see Modifying Vendor Data.

    • To modify ICAP-specific settings of an Intelligent Capture for AP scan queue, select Scan Queue Management Tool and click Open.

      For the configuration procedures specific to this option, see Managing Scan Queues.

  5. Once you have finished configuring all settings applicable to the option you selected in the previous step, the Summary screen is displayed.

    A brief summary of your configuration settings is listed. Once you are finished reviewing the summary, do one of the following:

    • To save your configuration changes and return to the Product Selection screen, click Continue Configuration.

    • To save your configuration changes and close the Data Capture Configuration window, click Finish.