› PSIsafe Retriever › PSIsafe Retriever installation

PSIsafe Retriever installation

PSIsafe Retriever is installed automatically with PSIsafe Desktop client. Retriever is client specific and has to be installed on each computer that uses it.

  • Make sure access is also available to the PSIsafe Desktop repository.
  • Install the program with the default settings provided.
  • Alternative settings should only be used when directed by Tungsten Automation technical support.

Things to know before configuring PSIsafe Retriever

  1. Application information
    1. Which application/data are you connecting with?
    2. Is the PSIsafe Desktop setup that matches this data available?
    3. If not, PSIsafe Synchronizer may be used to transfer the application's database data to the corresponding folder indexes.
  2. Location of PSIsafe Desktop data
    1. Which repository/cabinet will be mapped?
    2. Which folder index value in the cabinet contains the same data used by the business application? for example, name, account number, and so on.
    3. Does the user have access rights to the cabinet in PSIsafe Desktop?

Configuration

By default, Retriever is installed in C:\Program Files (x86)\CNG\CNG-SAFE.

  1. To start PSIsafe Retriever, double-click the CNG.Retriever.exe file.

    A shortcut is installed on Windows Start.

  2. A new setup must be configured before using Retriever for the first time. In the system tray, right-click the PSIsafe Retriever image and select Setup.

    Enter the administrator password.

  3. Enter a new setup or edit an existing setup.

    You can use PSIsafe Retriever to connect to various databases and cabinets. A setup name is required for each connection.

  4. Select the appropriate repository/cabinet/index combination to connect.

    PSIsafe Retriever connects a field in another software application in to a designated PSIsafe Desktop repository, cabinet, and folder index. Data is pulled from the other software application and matched against the data in the folder index. Then, the folder information is retrieved and the document list is made available to the user.

  5. To select the application to connect PSIsafe Retriever to, click Attach to Application. A file browser window opens. Navigate to the correct executable and click Open

    PSIsafe Retriever connects to another application based on the application executable name. In general these files are stored in the C:\Program Files\<appname>.

  6. Select the positioning of the PSIsafe Retriever button.

    Select Top Right (most common), Bottom Left, or Bottom Right.

  7. Set the options. PSIsafe Retriever has a number of options that control how each setup functions.
    1. Global: This option makes the setup available to other users using the same repository/cabinet and the same application. If this option is not selected, the setup is only available to this user/computer.
    2. Auto Open: When PSIsafe Retriever finds the folder that matches the data in the connected application, it can automatically open the document list if this option is selected. If it is not selected, click the Show Document List button to see the list of documents.
    3. Use Capture: This option connects the folder index data to data from the screen of the connected application. Follow the instructions on the Select Capture Field window.
    4. Use Matching: This option is used to take data from the screen and run it through a regular expression parser to extract a piece of data that can be used to match the folder index. Example: An EMR software package can only extract a piece of data like "Patient - John Doe - 93847" where 93847 is the patient number. If 93847 is in a folder index in PSIsafe Desktop, this data can be extracted from the string by using a regular expression. The regular expression to extract 93847 from "Patient - John Doe - 93847" would be "[0-9]+$". The "$" matches the end of the string and the "[0-9]+" extracts the client number. Alternatively, contact Tungsten Automation Support.
  8. Click Save Settings to save the current setup.
  9. Click Exit to exit the setup mode.