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Configure import settings

Use the procedures in this topic to configure import settings for Standard tier users, based on your Tungsten TotalAgility deployment type.

Standard tier DocAI Studio users can use import settings to import files from their on-premise local network regardless of whether Tungsten TotalAgility is deployed on-premise or in the cloud with OPMT or Azure.

If you configure import settings for your local network, it is not necessary to configure import channels in DocAI Studio.

This functionality is also available for Advanced and Enterprise tier customers.

On-premise users can configure import settings within DocAI Studio.

Cloud users require an on-premise installation of the Tungsten TotalAgility Integration Server (IS) and Message Connector (MC). This enables document import from a local network to Tungsten TotalAgility deployed in the cloud. Refer to the Tungsten TotalAgility DocAI Studio Administrators Guide for more information about installing the Integration Server on-premise.

Procedure
  1. Open the import settings.

    Deployment type

    Action

    On-premise

    1. Open DocAI Studio.

    2. If it is not already displayed, select the Home page.

    3. On the menu, select Settings > Import settings.

      The Import settings are displayed.

    Cloud

    1. Open the Integration Server in one of the following ways:

      • Enter https://[TotalAgility server hostname or IP]/TotalAgility/Designer/default.htm URL in the browser.

      • Select Start > All Programs > Tungsten TotalAgility > Advanced Studio.

      The Integration Server opens and the Import settings are displayed.

      All other settings are disabled for Standard tier users.

  2. On the Import settings, select New.

    The New import connection window is displayed.

  3. Enter a Name for the import connection.
  4. Optional. Enter a Description.
  5. By default, the import connection is Active.
  6. For the Connection mode, select Direct.

    We recommend that you use the direct connection mode.

    Both the Enable SMTP server and Enable FoIP server settings are not available using Direct mode.

    FoIP (Fax over IP), SMTP, and POP3 are not supported with Direct mode. If you need these, select Storage mode instead.

  7. When using local connectors for polling, you need to add the available Message Connectors.

    Multiple Message Connectors can be used for importing the messages.

    Imported messages are not stored in the Message Connectors storage but are sent directly to Tungsten TotalAgility.

    Use the following steps to add Message Connectors.

    1. On the Message Connectors list, select .

      The Add Message Connector window is displayed.

    2. Configure the following properties.

      Field

      Description

      Name

      Enter a unique name for the Message Connector

      Active

      By default, the Message Connector is active.

      Message Connector URL

      Enter the URL of the Message Connector.

      Credential storage

      To log in, select one of the following for Credential storage.

      Type Configuration

      Local (Default)

      Process password: Specify the same value which you have specified in the Message Connector Configuration.

      The password for process user controls the import of documents in Message Connector and display of "Passive Inputs" in Message Connector Monitor.

      If you configure "View password" in Message Connector Configuration, you will be prompted to enter this password at the time of opening the Message Connector Monitor window.

      Administrator password: Specify the same value which you have specified in the Message Connector Configuration. The password for admin user restricts the remote configuration of Message Connector without appropriate authentication.

      This field is not displayed if you are adding a Message Connector for polling messages in Direct mode.

      External

      Enter the secret name for the process password and administrator password stored in the configured external storage.

    3. To confirm whether the specified Message Connector URL is correct and active, select Test connection.

      An error message is displayed if the connection fails.

    4. Select Save.
    5. Repeat steps 7a to 7d to add all required Message Connectors.
    6. Optional. To edit an existing Message Connector, select it from the list and select . Updates the fields as requires and select Save.
    7. Optional. To delete a Message Connector, select it from the list and select . When prompted to confirm the deletion, select Yes to delete.
  8. Do the following to add an import source.
    1. Select for Import sources.
    2. On the Type list, select an import source and configure the settings in the New import source window.

      The Direct mode is recommended. As a result, the following information assumes that the direct connection mode is selected.

      For the Direct Connection mode, the available import sources are:

      • Cloud file

      • EWS

      • External fax server

      • FILE

      • IMAP

      • MS Graph

      Configure the tabs and settings for the selected import source type.

      For more information about the storage connection mode and import source settings, refer to "Configure the import connection settings" in the Tungsten TotalAgility Advanced Studio Help.

    3. Repeat steps 8a to 8b to add additional input sources.
  9. Select Save .
Next steps