General

FileBound version: Select the version of FileBound running on the target server.

Server URL: Enter the URL of the FileBound server to connect to. It should be either an IPv4 address (for example: 10.0.0.1) or an IPv6 computer name (for example: PSICAP-STATION1).

Authentication: Select the authentication method.

User name: Enter the username for the selected server.

Password: Enter the password for the selected server.

Test Connection: Click to test the connection and validate the login.

Project: Select the desired project.

Output file format: Select one of the following:

• Migrate Tiff Images

• Migrate OCR or Non-Image Files

Include OCR text for full text searching: Select this option to include ASCII text.

Include index field value for full text searching: Select this option to include the specified index field for use in the Full Text search feature of FileBound.

• Index Field: Specify the index field here for the Include index field value for full text searching setting.

Use Search Fields on Field Settings for matching existing files: Use the data in this field to match existing files in the FileBound server.

If required fields are blank, upload Document as unindexed: If required fields are blank, the document is not indexed in FileBound.

Raise exception if no matching file exists in FileBound: Selecting this option causes an exception batch to be created if no matching records are found within FileBound based on the index fields selected for "search."

Create FileBound documents when migrating and Upload separate copy of file for each Document record: These two options give you the ability to either upload just metadata to FileBound or both metadata and document.

Files to migrate: Select which files you would like to migrate.

• OCR workflow step position: Determine the position of the OCR workflow step.

• Tags to output: Select OCR file tags to output. Only files with matching image tags are outputted.

  Separate multiple tags using commas.