General

Server address: Enter the computer name or the IP address where the PSIsafe server is located.

Database name: Enter the PSIsafe database to connect to. This database matches the Connect to field in the PSIsafe Desktop Client Login screen.

• API Subscription Key: This API Subscription Key is associated with your PSIsafe Cloud installation and is provided by Kofax at the time of purchase. This key must be issued per customer and per application endpoint. Contact Kofax support for your API Subscription Key.

  For PSIsafe Cloud installations, each endpoint has to be licensed (issued an API Subscription Key).

Customer code: Enter the customer code associated with your PSIsafe deployment. This code is only entered for Cloud customers. For on-premise installations, this code should be left as "default".

User name and Password: Enter the username and password with the correct permissions and click Test Connection to auto-populate the fields under PSIsafe options.

Repository: Select the desired repository or select From Index Field to configure an index field that matches an existing PSIsafe repository to place the content.

Cabinet: Select the desired cabinet or select From Index Field to configure an index field that matches an existing PSIsafe cabinet to place the content.

Tab: Select the tab the documents go in based on existing tabs within a PSIsafe cabinet or within the index fields configured in the Indexing topic of the current capture profile.

Template: Select which template the documents go in based on existing templates configured in PSIsafe Management.

Folder security class: Select the folder security class based on existing classes within PSIsafe or within the index fields configured in the Indexing section of the current capture profile.

Document security class: Select the document security class based on existing classes within PSIsafe or within the index fields configured in the Indexing section of the current capture profile.

Retention class: Select the retention class based on existing classes within PSIsafe or within the index fields configured in the Indexing section of the current capture profile.

Create new folder if no existing folder is found...: Create a new folder in the selected cabinet if the data value in the selected field does not match an existing folder.

Update index fields on existing Folders: Update index fields on existing folders. Do not select this option if you wish to retain current index fields.

Output a document for each Capture record: Since both PSIcapture and PSIsafe support multiple records on a document, the user can either associate multiple records with each document (default), or select this box and separate each capture record and associate it with a new copy of the document.

Output file format: Select one of the following:

• Migrate Tiff Images

• Migrate OCR Documents or Non-Image Files

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.