Process Settings Configuration - Physical Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Physical Records Management
Platform
OnBase
Product
Physical Records Management
Release
Foundation 24.1
License

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.

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.

Note:

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.

  1. In the Configuration module, select Document | Physical Records Management | 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:

    • Default Directory field in the Processing tab

    • Default File Name field in the Processing tab

    • Disk Group drop-down list in the Processing tab

    • Run Process option in the Options tab

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

    FTP processing is only functional for the following modules: EDI 835, EDI 837, AFP Input Filter, some Check Import Processes, the NSF Return Process (Check21), COLD/ERM, Document Import Processor, HL7, Keyword Updater, PCL Input Filter, Physical Records Management, and XML Index Document Import Processor.