CAPSYS CAPTURE Document Import: Importing Batches with INI

1. In CAPSYS CAPTURE Process Manager, expand the Server Groups container item in the console tree, if it is not already open.
2. Click on the name of the server group that contains the CAPSYS CAPTURE Document Import input source you want to configure.
3. Under Input Sources, click on the name of the CAPSYS CAPTURE Document Import input source.
4. Under Input Source Tasks, click Configure This Input Source to open the CAPSYS CAPTURE Document Import configuration dialog box.
5. In Source Directory, enter a path to the folder that contains or will contain other batch folders you want to import. You can type the path directly into the field, or you can click the Browse button to locate the folder. If the folder is on the same computer as the CAPSYS CAPTURE Server, you can use a local path, such as, "C:\importfolder." In most cases, however, the import folder is not going to be on the same computer as the CAPSYS CAPTURE Service, so you must use a Universal Naming Convention (UNC) path, such as, "\\machinename\sharedfolder." Remember to share the folder on the network to allow a CAPSYS CAPTURE Server to access it by means of a UNC path.
6. Select Import batches with an INI file (index.ini). Refer to Configuring CAPSYS CAPTURE Document Import to learn more about this CAPSYS CAPTURE Document Import mode.
7. Use the Document Type drop-down list to select a CAPSYS CAPTURE document type. This document type will format the document imported in the batch according to a particular CAPSYS CAPTURE document class and document-level capture workflow process. The document type must also include index field names that match the index field names described in the INI file. If the index field names do not match, no index values will be passed from the INI fields into the document index fields.
8. Select whether or not to Remove directory after importing batch. With this option selected, the folder representing the source batch, as well as all of the folder's contents, will be removed from the main source folder. Enabling this setting is a way to clean up the source directory and prohibit CAPSYS CAPTURE Document Import from re-import batches.

You may want to leave the imported batch folder, however, particularly if it contains files that were not imported. In this case, do not select the option to "remove directory," but select one of the options described below:

1. • Select Delete imported files in batch directory to remove only those files in the batch folder that were imported. Files that were not referenced in the INI file will be ignored, and so will remain in the source batch folder.
   • Select Delete imported files in remove directories to delete any remote files that are referenced in the INI file by path and file name. Refer to Writing a CAPSYS CAPTURE Document Import INI File for more information about importing files from folders outside the source batch folder.
   • Select Delete all files in batch directory to leave the source batch folder but remove all its contents, including files that were not imported.

It is recommended that you always configure a source removal rule. If you do not, CAPSYS CAPTURE Document Import will re-import batches.

14. Select whether or not to Backup batches to directory. With this option selected, CAPSYS CAPTURE Document Import will save a copy of the entire source batch to a different location of your choice. Use the Browse button associated with this field to select the backup folder. In the Number of days to keep backups field, enter the number of days that must pass before the backup copies are automatically purged.
15. Click OK to save your changes.
16. You must stop and restart any CAPSYS CAPTURE Services before your changes will take effect.

Return to:

• Configuring CAPSYS CAPTURE Document Import