General

Azure Storage connection options

Authentication Type: Select the authentication type:

  • Storage Access Key: An access key created along with the storage resource, providing authenticated, full access.

  • Shared Access Signature: A temporary access token to the storage resource, usually with a policy defining its expiration, access area, read/write permissions, and more.

Account Name: The name that is assigned to the storage resource when it is created. It usually ends up being the first portion of the endpoint subdomain (for example: psigentest.blob.core.windows.net).

Access Key / SAS Token: Enter the value found in the Shared Access Signature or Access Key configuration of your Microsoft Azure Storage account.

Advanced: Opens a dialog box, where you can configure the advanced connection settings.

  • Endpoint suffix: If your endpoint URL is non-standard, change its suffix and protocol here.

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

Azure Storage options

Storage Type: Select the storage type.

  • Blob storage: Unstructured data storage (for example, text or binary data).

  • File storage: Structured file storage, such as files or images to be stored in a folder hierarchy.

The Directory Design tab is disabled for Blob storage targets, as this storage type does not handle structured data.

Blob Container / File Share: Make your selections based on the choice of your storage type.

  • Existing: Migrate files and data to a currently created storage container within the storage account.

  • Map to field: Migrate files and data to a storage container using the name associated with an index field.

  • Manual: Enter the static name of the storage container.

  • Auto-create missing Container if it does not exist: Given the above options (where applicable), enable Azure to create the target storage container if it does not exist already.

Image file options

Migrate image files: Select this option to output the image files (Tiff, GIF, JPEG, and so on).

  • Image source: Select the image source:

    • Main Image: Images imported to PSIcapture are rasterized and set to the specified DPI within the Capture/Import workflow step configuration. These images are then displayed in the viewer (preview window).

    • Original Image: Source the original image imported from the file system before any rasterization would occur in a Capture/Import workflow step or otherwise be modified by PSIcapture in any way.

    • Alternate Images: Alternate images can be created at various times during the workflow (that is, Image Processing, Capture/Import workflow step configuration, or other).

  • Image output type: Select the image output type.

  • JPEG quality: The default is 75, which is a good blend between quality and size. Raising the number increases size and may increase the quality of the file. This setting affects Color, Grayscale, and JPEG files only.

  • Tags to output: When Alternate Images are selected as the image source, you can specify the image tag here. Only alternate images with the matching tag are outputted.

    Separate multiple tags using commas.

  • Alt. page behavior: Select the alternative page behavior: One document with all tags, or One document with each tag.

OCR and Extended File Format file options

Migrate OCR or Extended File Format files: Select this option to output the OCR files that are created in the OCR module.

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.