› Configure a workflow › Add an Azure blob storage export activity

Add an Azure blob storage export activity

Use the Azure blob storage export activity to automatically export documents from a folder to a container in Azure blob storage.

  1. Click below the Start node or any other node.

    The Add activity dialog box is displayed.

  2. On the Type list, select Azure blob storage export. (Default: Task)
  3. By default, "Azure blob storage export" appears as the Title. You can change the title as needed.
  4. On the Input folder list, select the input folder variable, otherwise, an error is displayed stating "Input folder must be specified."

    The Input folder is the location provided at runtime which is used as the source folder for the documents.

  5. On the Azure storage list, select the name of the Microsoft Azure storage that is configured for blobs in TotalAgility Integration. If you do not have an existing Azure storage connection, you can configure a new one. See Configure an Azure Storage connection

    The Azure storage integration name must be the same in the importing and exporting machines.

  6. On the Container name list, select the container to which the files will be exported. The name can be a dynamic variable (process/server) or a static value.
  7. Select either Export mode.

    • Folder (default): Select this mode for exporting merged and compressed file containing documents. Configure the following settings.

      Export data format

      Select either export data format.

      • CSV file with extracted fields (default)

      • JSON with extracted fields and raw OCR results

        If you select JSON as the export format, additionally configure the JSON output type by selecting either option:

        • Merged file containing all documents (default)

        • Separate file for each document

      Blob name

      The name that is used to save the blob. The name can be a dynamic variable (process/server) or a static value.

    • Document: Select this mode for exporting individual documents. Configure the following settings.

      Export data format

      Select either export data format.

      • CSV file with extracted fields (default)

      • JSON with extracted fields and raw OCR results

      Blob name

      For blob name, select either option.

      • Filename (default): Sets the blob name to be the same as the filename.

      • Document ID: Sets the blob name to the document ID.

  8. On the Blob URL list, select a string variable (process/server) which will be used to store the path to the new blob that is returned.
  9. Specify a State to be set when the workflow reaches this point.
  10. Click Add.

    The Azure blob storage node is added and the properties are updated and displayed in the properties panel.

Configure an Azure Storage connection

Configure the connection to import documents from Azure Blob Storage into TotalAgility, process them, and export them back to the Azure Blob Storage. You can configure more than one integration.

  1. In the Azure blob storage export activity configuration, select the Create new link for Azure storage.

    The New Azure Storage configuration dialog box is displayed.

  2. Enter an ID for the Azure Storage connection. The system identifies the Azure Storage connection with this ID.
    You cannot edit the ID once the configuration is saved.
  3. In the Display name box, enter a name for the connection, such as MyStorage.
  4. On the Authorization type list, select one of the following authorization types and configure.

    Account access key (default)

    Azure provides two "Access Keys" that can be used to connect to the Storage Account. You can use either of these account access keys. It is important to safeguard the access keys, as they grant full control over the associated storage account and its data. Configure the following details.

    Storage account name

    Enter your Azure Storage account name.

    Account access key

    In the Account access key box, enter the primary or secondary access key.

    Shared access signature

    This type of authorization provides more granular time-limited control over access permissions and can be scoped to individual containers, blobs, files, or queues within the storage account.

    In the Blob service SAS URL box, enter the SAS URL that provides temporary access to Azure Storage resources with limited permissions and time frame.

    The SAS URL is a secure way to grant access to resources without compromising the storage account key. The following permissions are required for the SAS URL generated in Azure storage to function in TotalAgility:

    • Allowed services: Blob

    • Allowed resource types: Container and Object

    • Allowed permissions: Read, Write, Delete, and List.

  5. Click Test connection.

    On a successful connection, "The Azure Storage configuration is successfully connected" message is displayed.

  6. To save the configuration, click Save.

    The configuration is saved and displayed on the Azure storage list.