Create an Import Agent capture profile for a record - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

You define an Import Agent capture profile to store the settings that enable Import Agent to import files as records. To create an Import Agent capture profile, complete the following steps.

An Import Agent capture profile is one component required to define an Import Agent Capture Profile mode.
  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. Click Capture.
  3. In the right pane, on the Capture Profile tab, click New > Import Agent.
  4. In the Capture Profile Definition wizard, on the Capture Profile Content Type page, select Record.
  5. On the Capture Profile Information page, complete the following substeps.
    1. Type a name and optional description for the capture profile.
    2. Verify that the Profile is active check box is selected.
    3. Click Next.
  6. On the Capture Profile Source page, select one of the following options.
    • Create a new source profile.
    • Select an existing source profile. Select a source profile from the list.
  7. On the Capture Profile Application Plan page, select the application plan that you want to associate with this capture profile and click Next.
  8. On the Capture Profile Verification page, review your capture profile configuration settings and complete one of the following actions.
    • To modify a configuration setting, click Back and make any necessary changes.
    • To keep the configuration settings, click Finish.