Create an Import Agent source profile - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

An Import Agent source profile stores information about the file types you want Import Agent to capture, the method to gather document property values, and whether to move or delete the source files after Import Agent captures them. To create a source profile for Import Agent, complete the following steps.

1. In Management Console, in the left pane click Capture.
2. In the right pane, on the Source Profile tab, click New.
3. In the Source Profile Definition wizard, on the Source Profile Information page, perform the following substeps:
   1. In the Name box, type a unique profile name.
   2. In the Description box, type a short profile description.
   3. In the Source list, select Import Agent.
   4. Verify that the Profile is active check box is selected.
   5. Click Next.
4. On the Import Agent Mode page, in the Import mode list, select one of the following modes and click Next:

   Situation	Steps
   Obtain document property values from a separate index file that your business application generates. Perceptive Content assigns the property values to an imported file. Import Agent monitors the directory you specify for the import.directory setting in the Perceptive Content inserverImp_inifile for an index file and a file to import.	Select Index File. On the Import Agent Options page, in the Index file extension box, enter the file extension of the index file that your business application generated. The default is .inx. In the Field delimiter box, enter the delimiter character used in the index file to separate data. The default is ^. To specify whetherImport Agent deletes or moves files from the import directory after it stores the files in the Perceptive Content OSM, under After capture, select Delete files or Move files to the import complete directory. Optional. To separate pages in a TIFF file, resulting in a thumbnail for each page in viewer, select the Split TIFFs into separate pages for thumbnails check box. Otherwise, the viewer displays the TIFF file as one document that you can scroll through. Optional. If you selected Split TIFFs into separate pages for thumbnails, and you want each page to exist as a separate document, select Make each page a separate document.
   Obtain document property values from the name of the file it imports from the directory specified for the import.directory setting in the Perceptive Content inserverImp_ini file. Perceptive Content can populate property values for the imported file based on literal or dynamic values defined in the [Mode FILENAME] group in the Perceptive Content inserverImp_ini file.	Select File name. To specify which file types to import from the import directory specified in the Perceptive ContentinserverImp_ini file, on the Perceptive ContentImport Agent Options page, under Select what to import, select All file extensions or Limit file extensions to the following. To specify whether Import Agent deletes or moves files from the import directory after it stores the files in the Perceptive Content OSM, under After capture, select Delete files or Move files to the import complete directory. Optional. To separate pages in a TIFF file, resulting in a thumbnail for each page in viewer, select the Split TIFFs into separate pages for thumbnails check box. Otherwise, the viewer displays the TIFF file as one document that you can scroll through. Optional. If you selected Split TIFFs into separate pages for thumbnails, and you want each page to exist as a separate document, select Make each page a separate document.

5. Click Next.
6. On the Source Profile Verification page, review your source profile configuration settings and perform one of the following actions:
   • To modify a configuration setting, click Back and make any needed changes.
   • To keep the configuration settings, click Finish.