General

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

Advanced: Opens the Advanced Connection Settings dialog box.

• Server channel: Select HTTP or TCP. Verify with your IT administrator to determine which protocol is being employed or allowed through your local firewall.

• Server remoting port: Enter the remoting port number of the cabinet server. This port number remains consistent unless changed.

• Server TCP socket port: Enter the TCP socket port number of the cabinet server. This port number remains consistent unless changed.

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

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.

• From index field when migrating: Configure an index field that matches an existing PSIsafe repository to place the content.

Cabinet: Select the desired cabinet.

• From index field when migrating: Configure an index field that matches an existing PSIsafe cabinet to place the content.

Create new folder if no existing folder...: 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 the current index fields.

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

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

Output file format: Select one of the following:

• Migrate Tiff Images

• Migrate OCR Documents or Non-Image Files

Document manager: Select the document manager to be used with this type of document (for example, Microsoft Word, Adobe, Acrobat, or Outlook).

Extension: Select the file extension associated with the selected document manager.

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.