Migration Module Application User Guide August 2009 PSIGEN
Contents
1. PSI CAPTURE Migration Module Application User Guide August 2009 Copyright 2009 PSIGEN Software Inc All Rights Reserved This product and the accompanying printed and electronic materials are protected by copyright laws You may not make or distribute copies of this product and the accompanying document or decompile decrypt or reverse engineer this product No part of this product and document may be reproduced or transmitted in any form or any means for any purpose without the express written permission of PSIGEN Software Inc To the maximum extent permitted by applicable laws in no event shall PSIGEN Software Inc be liable for any damages whatsoever arising out of the use of or inability to use this product and the accompanying documentation Information in this document is subject to change without notice The information contained in this document represents the current features of PSI Capture as of the date of publication Because PSIGEN responds to changing market conditions with new facilities PSIGEN cannot guarantee the accuracy of any information presented after the date of publication PSIGEN Software Inc 8 Goodyear Suite 110 Irvine CA 92618 USA sales psigen com www psigen com About this Guide This document is usually intended for use of a project supervisor Typical tasks for such persons include delegation of tasks and overseeing the progress of the document types These document types should be configured b2. Help Contains information and details about PSI Capture Reset User Window Settings License Agreement Update License About View Logs Local Services Remote Services User can select either PSI Capture Logs or Platform Service Logs Log Viewer PSI Capture Logs Displays a list of logs containing all PSI Capture modules View Log Pressing this button brings up the log in your default text file viewer M Log Viewer Select Log Type PS Capture Logs Logs Name Migrations Jul 2009 tet OCR Jul2009 bet PSlCapture Jul2009 bet Migrations Jun2003 tet OCR Jun2009 tet PSiCapture Jun2009 bet Migrations May2009 bet OCR May2009 tet PSlCapture May2009 bet Migrations Apr2003 bet OCR Apr2009 bct Created 07 12 2009 07 02 2009 0701 2009 06 04 2009 06 04 2009 06 01 2009 05 04 2009 05 04 2009 05 01 2009 04 30 2009 04 02 2009 22 Log Viewer Platform Services Logs Displays a list of logs for Platform Services View Log Pressing this button brings up the log in your default text file viewer 0 Log Viewer Created Platiorm Sernices Jul2009 bet 07122003 Plattorm 5erices Jun2002 txt 06 04 2005 Platform Sernvices May 2009 tet 05 07 2009 Platform Senvices Apr2003 tet 04 72 7009 Plattorm Services Mar2009 tet 03 02 2009 Platform Serices Feb2009 tet 02 03 2009 Platform Senices Jan2009 bet 01 05 2009 Platform Senices Dec20
3. 2009 3 04 19 PM Document 00000003 Migrated 3 of 3 8 4 2009 3 04 20 PM Batch Demo 05 Folder Export Migration Successful 8 4 2009 3 04 20 PM Batch Demo 05 Completed 8 4 2009 3 04 20 PM Batch Multi QA Loaded 8 4 2009 3 04 20 PM Batch Multi QA Starting Folder Export Migration 8 4 2009 3 04 20 PM Document 00000001 Migrated 1 of 7 8 4 2009 3 04 20 PM Document 00000002 Migrated 2 of 7 8 4 2009 3 04 20 PM Document 00000003 Migrated 3 of 7 8 4 2009 3 04 20 PM Document 00000004 Migrated 4 of 7 8 4 2009 3 04 20 PM Document 00000005 Migrated 5 of 7 8 4 2009 3 04 20 PM Document 00000006 Migrated 6 of 7 8 4 2009 3 04 20 PM Document 00000007 Migrated 7 of 7 8 4 2009 3 04 21 PM Batch Multi QA Folder Export Migration Successful 8 4 2009 3 04 21 PM Batch Multi QA Completed 8 4 2009 3 04 21 PM Batch Demo 12 Loaded 2 4 2009 3 04 21 PM Batch Demo 12 Starting Folder Export Migration 8 4 2009 3 04 21 PM Document 00000001 Migrated 1 of 2 8 4 2009 3 04 21 PM Document 00000002 Migrated 2 of 2 8 4 2009 3 04 22 PM Batch Demo 12 Folder Export Migration Successful 8 4 2009 3 04 22 PM Batch Demo 12 Completed Toolbar Banner Migration Toolbar Xaa FaR Close Module Closes out the current module Select Batch Opens the Batch Manager list for selection of existing batches for processing Close Batch Brings up the Close Batch dialog box Toggle Auto Proce
4. MS SQI Oracle DocumentMall Docusphere Docuware FileBound Folder Windows Export Fortis File Magic IBM Content Manager On Demand InfoDynamics Intact Smart LaserFiche M3 AccKnowledge MarkView MS SharePoint OnBase PaperVision Image Silo sentryFile SIRE SpringOM SQN Sentry Stellent Summation ViewWise and XML See Migration Workflow Configuration in the Administrative Guide for more details M igration Settings Available Migrations Migration Workflow 1 Folder Export Applicationstender Direct Application tender Flat ASCII CabinetNG Direct Concordance Database Migration DocumentMall Docusphere Deocuware FileBound Direct Folder Export Fortis File Magic 17 Close Module Closes the Migration Module NOTE If a batch is currently open user will be prompted to close or suspend the batch PSI Capture will remain open Exit Exits out from PSI Capture NOTE If a batch is currently open user will be prompted to close or suspend the batch The PSI Capture application will then end 18 Security Contains commands relevant to security in PSI Capture Help at View User Profile ae Switch User View User Profile Opens the View User Details dialog box View User Details Properties Displays details about the current user View User Details P Roles History User Name Administrator First Name System Last Name Administrator Display Name System Administrator Email Applicatio
5. Type Y Workflow Step Y Workflow Progre Demo 05 Medical OMR Migration Invoices DAI Migration Legal Bates Stamp Migration 1 3 of 3 Batches Total Folders 2 Total Documents Total Pages Last Updated Ce ca Local Shared Tabs A document type set as a Local will show all batches in the Local tab if it was created on that workstation A document type set as part of a multi station deployment would typically be configured as a shared batch and therefore found in the Shared tab 12 Close Batch Brings up the Close Batch dialog box Prompts user to select one of three options Close Batch Select Close Batch Action Close All Batches Suspend All Batches in Migration a Close Successful Batches Suspend Batches with Errors Close Batch Closes the current batch If there are more batches to migrate the user stays in the Migration module and the Select Batch dialog box comes up Suspend All Batches in Migration Suspends all batches in the Migration workflow step for processing at a later time The Migration module remains open and the Select Batch dialog box comes up Close Successful Batches Suspends Batches with Errors The completed batches are closed and erroneous batches are suspended 13 View Batch Information for Selected Batch Opens the Batch Information dialog box The button for Modify Document Ty
6. save print custom separator indexing barcode sheets Network Manager Allows user to manage the port and IP settings for PSIGEN Platform Services and License Server Batch Queuing Pane Batch es currently loaded are listed here When migration is complete on a batch it will turn green Batches To Migrate Demo 05 Migrated Folder Export Migrated Mult GA Migrated Folder Export Migrated Demo 12 Migrated Folder Export Migrated Migration Log A timestamp of when each batch and document is loaded processed and completed Migration Log 34 2009 3 09 04 PM Batch Demo 05 Loaded 4 2009 3 09 04 PM Batch Demo 05 Starting Folder Export Migration 24 2009 3 09 05 PM Document 00000001 Migrated 1 of 3 34 2009 3 03 05 PM Document 00000002 Migrated 2 of 3 34 2009 3 09 05 PM Document 00000003 Migrated 3 of 3 8 4 2009 3 09 06 PM Batch Demo 05 Folder Export Migration Successful 84 2009 3 09 06 PM Batch Demo 05 Completed 4 2009 3 09 06 PM Batch Mult GA Loaded 8 4 2009 3 08 06 PM Batch Mult QA Starting Folder Export Migration 24 2009 3 09 06 PM Document 00000001 Migrated 1 of 7 4 2009 3 09 06 PM Document 00000002 Migrated 2 of 7 4 2009 3 09 06 PM Document G0000003 Migrated 3 of 7 84 2009 3 09 06 PM Document 00000004 Migrated 4 of 7 24 2009 3 09 06 PM Document 00000005 Migrated 5 of 7 34 2009 3 09 06 PM Document G0000006 Migrated 6 of 7 4 2009 3 09 06 PM Document G0000007
7. 08 tet 12062008 Plattiorm Sernvices Now20038 bet 11 04 2008 Plattiorm Senices Oct2008 bet 10072008 Platform Senices Aug 008 bet 08 4 2008 UT T Service Status Local Services Remote Services Shows the version and current status of the services Reset User Window Settings Resets the Window settings to default License Agreement Displays PSI Capture License Agreement Update License Updates PSI Capture License with the License Server 23 About Shows PSl Capture copyright information modules assemblies and license agreement maintenance expiration date installed 24
8. Migrated 7 of 7 24 2009 3 09 07 PM Batch Mult GA Folder Export Migration Successtul amp 4 2009 3 05 07 PM Batch Mult GA Completed 8 4 2009 3 09 07 PM Batch Demo 12 Loaded 24 2009 3 09 07 PM Batch Demo 12 Starting Folder Export Migration 34 2009 3 09 07 PM Document 00000001 Migrated 1 of 2 34 2009 3 09 07 PM Document 00000002 Migrated 2 of 2 8 4 2009 3 09 08 PM Batch Demo 12 Folder Export Migration Successful 84 2009 3 09 08 PM Batch Demo 12 Completed 10 Menu Bar Contains drop down menus File Security Window and Help Folder Export Migrated Multi QA Migrated Folder Export Migrated Capture Import Demo 12 Migrated E Folder Export Migrated Quality Assurance File Contains numerous commands specific to the Migration module File Security Window Help j Select Batches Close Batches View Batch Information for Selected Batch 7 Toggle Auto Processing Include Suspended Batches when Auto Processing Start Migration Ctrl 5 Stop Migration Migration Setup for Selected Batch Close Module Exit 11 Select Batch The Select Batch dialog box is brought up and user is asked to make a selection from the list then hit Select All local shared batches currently in the Migration workflow step are displayed here If a batch is currently open the user will first be prompted to close or suspend the batch Select Batches Batch Name WT Document
9. ality Assurance RA 842009 3 48 18 PM 8 4 2009 3 49 22 PM Index 8 4 2009 3 48 23 PM 8 42003 3 49 32 PM Quality Assurance 8 4 2009 3 49 33 PM 8 4 2009 3 49 38 PM OCR 8 4 2009 3 49 39 PM 8 4 2009 3 50 21 PM Migration 8 4 9009 3 50 22 PM Modify Document Type Definition Print Batch Summary 15 By clicking on the binocular icon the Batch History Item Details statistics on a selected workflow are shown Batch History Item Details Migration Statistics 1 Fi 8 4 7009 3 09 06 PM 84 2009 3 05 07 PM Document Type Summary A brief summary of the document type configuration settings presented in a tree structure Batch Information Batch ID 10 Main Document Type Summary General Information Separation Recognition Index Fields Advanced Indexing Image Processing Workflow Modify Document Type Definition Print Batch Summary 16 Toggle Auto Processing When enabled any batches ready for Migration will be automatically processed Include Suspended Batches when Auto Processing Chose whether batches suspended in the Migration workflow step can be automatically processed Start Migration Begins the Migration process Stop Migration Stops the Migration process Migration Setup for Selected Batch The Migration Settings dialog box is shown The following products or format types are supported Acorde Alchemy Application Xtender ASCII text CabinetNG Concordance Database MS Access
10. into the target content management system or Database The metadata and OCR text function as index values for image retrieval and Document Management systems The Flat file migration types which include delimited ASCII formatted delimited ASCII and XML formats The Database migration creates a standard MS SQL Server 2005 database or Access 2003 database where each index field name is a column the index values are rows in the table and the final column of the database table is the path to the drive directory of the image file associated with each row of index values User Interface Overview The PSI Capture interface is divided into different functional areas as seen in the layout below These panes of the user interface will be referenced throughout this manual PSl Capture Migration ad File Security Window Help XIA FARZ Batches To Migrate 4 Demo 05 Migrated Folder Export Migrated E 4 Multi QA Migrated Folder Export Migrated Capture Import a 12 rib we Wi Folder Export Migrated Quality Assurance fa Ja p p dae eporti Batch Manager f Configuration Toolbar Banner Navigator Pane Batch Queuing Pane R w W a Migration Log Migration Log 8 4 2009 3 04 18 PM Batch Demo 05 Loaded 8 4 2009 3 04 19 PM Batch Demo 05 Starting Folder Export Migration 8 4 2009 3 04 19 PM Document 00000001 Migrated 1 of 3 8 4 2009 3 04 19 PM Document 00000002 Migrated 2 of 3 8 4
11. n Online 212009 4 28 13 PM AS12009 8 51 00 AM 31 2009 8 51 07 AM Roles Displays the current user s role settings as dictated by the administrator See Roles in Security Module in the User Manual 19 History View User Details Properties Roles History C No Permissions O Utility User Displays the history of the user s login activity in PSI Capture Print History 07 25 2009 01 52 PM User updated Updated profile for user PSIGEN User updated User successfully logged in from User updated Dsena Up User Ute re roar PGE E User updated 07 30 2009 04 49 PM Logout User successfully logged out fror User successfull loggedin fom User successful loggedin on ewes Go User updated Updated prole fer user PSIGEN ir i Opens the Print Preview window View User Details Exes Properties Roles History Timestamp Y Event Y Description 07 29 2005 01 52 PM Login Successful User successfully logged in from 20 Print Preview Displays the standard functions for viewing and printing such as zoom options and page setup E Print Preview b Page 1of 1 Export History Exports the login history in a Microsoft Excel Workbook file This allows user to save the log to a desired location Switch User Logs out the current user out from the PSI Capture and allows an alternate log in Window This menu item is unavailable in the Migration module 21
12. pe Definition as well as the Batch Overrides tab will not be available Main Information on Batch Name Batch Fields Batch Totals and Batch Summary are displayed The user cannot change the batch to High Priority at this point but a batch can be held by checking the Hold Batch box A batch on hold will no longer be listed in the Select Batch dialog box Batch Information Batch ID 8 Main Batch Overndes Batch Note Batch History Document Type Summary Batch Name Demo 06 High Priority Batch E Hold Batch Workflow Step Batch Fields No Batch Index Fields Defined Batch Totals Total Folders 1 Total Documents Total Pages Batch Summary Document Type Batch Folder E VWCapture Storage lnvoices OAl Demo 06 Created F 28 2009 4 35 14 PM Modity Document Type Definition Print Batch Summary Batch Overrides This tab is unavailable 14 Batch Note Allows the user to attach view a note to the batch The note will stay with the batch and can be viewed at anytime Batch Information Batch ID 1 Baich Note This amp where the user can attach a note to a batch This note will follow the batch throughout the emie a wordlow and can be viewed at anytime Batch History Shows the history of the batch with a date timestamp Batch Information Batch ID 23 Document Type Summary Module Start End Capture Import 8 4 2009 3 48 12 PM 8 4 2009 3 48 17 PM Qu
13. ssing Enables and disables automatic Migration E Start Migration Begins the Migration process Stop Migration Stops the Migration process Navigator Pane Navigator Pane can either be pinned to the desktop default or set to auto hide eh Capture Import Vi Quality Assurance Retrieval Ly Migration Reporting a Batch Manager A Configuration i Security Modules Tab Capture Import Opens the Capture Import module Quality Assurance Opens the Quality Assurance module Index Opens the Index module OCR Opens the OCR module Retrieval Opens the Retrieval module NOTE Availability dependent on license options Migration Opens the Migration module Reporting Opens the Reporting module Batch Manager Opens the Batch Manager module Configuration Opens the Configuration module Security Opens the Security module Support Tab Contains links to support website support email and view logs ies Support Web Site a Support Web Site Opens the default web browser to www psigen com support Email Support Opens the default mail service for user to compose an email to support psigen com View Logs Displays a list of logs containing all PSI Capture modules Utilities Tab Contains Barcode Generator module and Network Manager Barcode Generator Network Manager Barcode Generator Opens up a utility for users to create
14. y an administer prior to the start of the capture process Refer to the Administrative Guide as necessary for information relating to configuration About PSIGEN Software Inc PSIGEN Software is a fast growing privately held provider of document capture and retrieval software solutions Our product lines address production capture distributed capture web based retrieval including the Microsoft SharePoint platform Our largest customers include scanning service providers business process outsourcers and the corporate services divisions of Fortune 500 corporations We have significant customer concentration in financial services healthcare and manufacturing Our channel partners include document imaging value added resellers major brand MFP dealers Microsoft solution providers and document management software vendors Table of Contents Migration Overview User Interface Overview Toolbar Banner Navigator Pane Batch Queuing Pane Migration Log Menu Bar File Security Help Page 4 Page 5 Page 6 Pages 7 9 Page 10 Page 10 Page 11 Pages 11 18 Pages 19 21 Pages 22 24 Miaration Migration Module Overview The migration module provides options for moving document images and metadata to file folder formats database formats and content management systems Two general types of migration formats are supported 1 Direct and 2 Flat file The direct type migration options move images metadata and OCR text directly
Download Pdf Manuals
Related Search