General

DocuWare connection options

Connection type: Select how you are connecting to DocuWare:

  • GAPI

    The following fields are available only for a GAPI connection:

    Authentication server: Standard AS is your only option.

    Address: Address to the DocuWare server.

    Port: Port used for connection to the DocuWare server.

    DocuWare identification: Username for use with DocuWare authentication.

    DocuWare password: Password for use with DocuWare authentication.

  • Platform Services (recommended)

    The following fields are available only for a Platform Services connection:

    Server URL: Enter the URL of the DocuWare server to connect to.

    Username: Username for use with DocuWare authentication.

    Password: Password for use with DocuWare authentication.

We recommend that you use the newer Platform Services connection as the GAPI interface is being phased out by DocuWare.

Test Connection: Click to test the connection and validate the login.

Authentication method: Select the authentication method.

Organization: Enter or select the proper organization.

DocuWare options

In this section, you can select which file cabinet to migrate to along with other options.

File cabinet: Select existing, map to field, or manual. If you select an existing or a map to field cabinet, you can select an option from the list on the right.

Document index field to store new DocuWare document ID: Select in which index field to store the new DocuWare document ID.

Multiple record behavior: Select from the following options:

  • One document for each record: A single document for each record is created on migration.

  • One document with all records: A single document with all attached records is created on migration.

  • One document with first record only: A single document with only the first record is created on migration.

If the selected file cabinet has Table-type fields, each field is listed in the DocuWare Table Fields grid on the Field Settings tab. You can select which Table-type fields to include in the migration output. Once a Table-type field is marked as Included, you can configure its settings by clicking the gear icon.

Image file options

Migrate image files: Select this option to output the image files (Tiff, GIF, JPEG, and so on).

  • Image source: Select the image source:

    • Main Image: Images imported to PSIcapture are rasterized and set to the specified DPI within the Capture/Import workflow step configuration. These images are then displayed in the viewer (preview window).

    • Original Image: Source the original image imported from the file system before any rasterization would occur in a Capture/Import workflow step or otherwise be modified by PSIcapture in any way.

    • Alternate Images: Alternate images can be created at various times during the workflow (that is, Image Processing, Capture/Import workflow step configuration, or other).

  • Image output type: Select the image output type.

  • JPEG quality: The default is 75, which is a good blend between quality and size. Raising the number increases size and may increase the quality of the file. This setting affects Color, Grayscale, and JPEG files only.

  • Tags to output: When Alternate Images are selected as the image source, you can specify the image tag here. Only alternate images with the matching tag are outputted.

    Separate multiple tags using commas.

  • Alternative page behavior: Select the alternative page behavior: One document with all tags, or One document with each tag.

OCR and Extended File Format file options

Migrate OCR or Extended File Format files: Select this option to output the OCR files that are created in the OCR module.

Files to migrate: Select which files you would like to migrate.

  • OCR workflow step position: Determine the position of the OCR workflow step.

  • Tags to output: Select OCR file tags to output. Only files with matching image tags are outputted.

    Separate multiple tags using commas.