General

On this tab, you can control the basic framework of how the Auto Import processor handles incoming content to be processed by your capture profile. These settings control the frequency, import amounts, and many other configuration elements that can affect how the Auto Import processor queues the incoming content.

Minimum time between sessions: A value in minutes for the system to wait between sessions of importing files.

Batch timeout: PSIcapture processes batches normally until their workflow is complete. However, if you intend to process batches that may contain extremely large files or have so many files that they may slow down other batches from being completed, you can set a time limit in minutes. If the process reaches this time limit, the Auto Import processor restarts itself, suspends the current batch, and continues to queue up new batches after restarting.

For example, if you have a batch timeout set to 30 minutes, and a batch takes 31 minutes to process, an error occurs in the batch and the files are sent back for re-queue. Auto Import is run as a separate executable (Windows program).

If a batch timeout occurs, the AutoImportProcessor.EXE must finish and report back to the Auto Import service before the time limit expires. If not, the executable is terminated, and the next directory in line is queued up by the service, thus creating a new AutoImportProcessor.EXE. It is important to be certain that your batch timeout is set to a relatively high number that gives all your batches a chance to be completed, and only rules out problematic batches. If the number is too low, batches may fail that only needed a few more minutes to complete, which can become a huge bottleneck and essentially reverse the intended effect of the feature.

File sorting method: The method to sort files for processing.

Maximum imported files per batch: The cap for imported files in a single batch and workflow.

This setting can apply only to this number of imported emails. Subsequent attachments are not counted in this metric, and PSIcapture does not split attachments from their original emails into separate batches if the maximum number of files is exceeded including attachments.

Maximum imported pages per batch: The cap for imported pages in a single batch and workflow.

This setting does not apply for an Email Connector monitored location.

Delete empty directories referenced in Data File Indexing data files after processing: The Data File Indexing module can refer to folders during a workflow.

Append "(Auto Import)" to the end of each batch name: For example: "Batch 10423.103122 (Auto Import)".

Archive the queue manifest files: Each Auto Import queue has manifest files, which can be archived for reference purposes.

Filter file set by script: Set up a script to adjust how specific files can be imported, along with many other configurable options. To learn more about how to set up a script customized to your specific needs, contact your sales representative.

Age-based selection filters

Click Add to create age-based selection filters. These filters can be applied in various areas and allow users to limit the scope of the Auto Import queue generation based on specific age requirements of the files within the monitored directories.

To apply these settings and begin watching a folder for Auto Import, set up a monitored directory. See Monitored Locations.

For a detailed walkthrough of configuring Email Connector, look for "How to Configure Auto Import via Email Connector" in the Kofax Knowledge Base or contact Kofax support.