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98. How to configure separate Indexing Station and PDF Conversion/Upload Server
EzeScan Indexing Station Configuration Instructions:
- Create and configure a Job Type (F6), KFI Type (F7), and Upload Type (F8) using Admin Forms.
- On the (F8) Upload Admin Form set the Upload Type “Convert File Format To” setting to “PDF Text Searchable”.
Note: On the (F6) Job Admin Form, Output tab, check the “File Type” setting is set to “TIF”. - On the (F6) Job Admin Form, Output tab Select the option “KFI” in the “Other Destination” combo.
- On the (F6) Job Admin Form select the new KFI Type in the “KFI Type” combo.
- On the (F7) KFI Admin Form, Output tab, select the new Upload Type in the “Upload Type” Combo.
- On the (F6) Job Admin Form, Output tab, change the “Output Folder” text to a UNC path that is accessible from the EzeScan Server.
- Test the Job. Ensure KFI fields are correct and Upload works.
- On the (F6) Job Admin Form, Output tab, select the Other Destination Combo Advanced button. On the displayed Advanced KFI Settings Form enable the “Ignore Upload Connector”.
- Select the Admin Menu > Settings Backup > Export Settings... and Export the Job Type, KFI Type, and Upload Type.
- Now run the Job Type again to Output some sample Images and Index files to the UNC path.
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EzeScan Upload Server Configuration Instructions:
- Select the Admin Menu > Settings Backup > Import Settings... option and Import the Configuration exported at Step 9.
- On the (F9) Route Admin Form press the New button and then press the “Create From Job button” on Save Routing Type As Form. A list of available Jobs will be displayed.
- Select the Indexing Job from the list and select ok.
- On the Save Route Type As Form press the OK button.
- Check on the (F9) Route Admin Form, Mode tab, that the “Route Using” setting is set to “Route using a KFI field value to match a rule keyword (with optional UPLOAD to a DM system)”.
- Check on the (F9) Route Admin Form, Mode tab, that the “KFI” setting is set to the imported KFI Type.
- Check on the (F9) Route Admin Form, Mode tab, the Override “KFI Field Processing” setting is enabled.
- Check on the (F9) Route Admin Form, Import tab, the Import Existing Index File setting is set to “Verify KFI”.
- Check on the (F9) Route Admin Form, Import tab, the “Import Directory #1” setting is set to the Output Folder of the imported Job Type.
- On the (F9) Route Admin Form press the Run Routing button and then press the Stop Routing once a document has been completed. Check that the document has successfully uploaded to the DM system.
- In Command Prompt install and start the EzeScan Routing service (using EzeScan_Routing.exe -install). Check that the documents are successfully uploading to the DM system.
Warning: You can’t run Routing as a service and run Routing from the Route Admin Form at the same time!
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