An Import Agent source profile for a record stores information about the file types you want Import Agent to capture, the method for gathering record 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.
An Import Agent source
profile is one component required to define an Import Agent Capture
Profile mode.
- In Management Console, in the left pane click Capture.
- In the right pane, on the Source Profile tab, click New.
- In the Source Profile Definition wizard, on the Source Profile Content Type page, select Record.
-
On the Source Profile Information page,
complete the following substeps.
- Type a name and optional description for the source profile.
- In the Source list, select Import Agent.
- Verify that the Profile is active check box is selected.
-
On the Import Agent Mode page,
select one of the following modes.
Import Agent Mode Steps File Name - After selecting File name, click Next.
- On the File Name Options page, under File types, choose the file types you want to import by selecting All file types or Specific file type.
- Click Next.
- On the next File Name Options page, choose how you want to handle files after capture. Specify whether Import Agent deletes or moves files from the import directory after it stores files in the OSM. Under After capture, select Delete the 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 multi-page TIFF files into separate pages check box. Otherwise, the viewer displays the TIFF file as one document that you can scroll through.
- Optional. If you selected Split multi-page TIFF files into separate pages, and you want each page to exist as a separate document, select Make each page a separate document.
Index File - After selecting Index File, click Next.
- On the Index File 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 ^.
- Click Next.
- On the next Index File Options page, choose how you want to handle files after capture. Specify whether Import Agent deletes or moves files from the import directory after it stores files in the OSM. Under After capture, select Delete the 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 multi-page TIFF files into separate pages check box. Otherwise, the viewer displays the TIFF file as one document that you can scroll through.
- Optional. If you selected Split multi-page TIFF files into separate pages, and you want each page to exist as a separate document, select Make each page a separate document.
- Click Next.
- On the Import Agent Content Mapping page, under File type, select a file type and specify its page properties. Click Next.
-
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.