General

Site version: Select the version of SharePoint to use.

Site address: Enter the complete site address. For example: http://sharepoint.company.com.

User name: Enter the username of the site collection administrator (preferred) or any other administrator.

Domain: Enter the domain of the SharePoint site. This setting is disabled for SharePoint Online, because the domain is fixed.

• Advanced: Opens the dialog box for the advanced settings.

Password: Enter the password of the site collection administrator (preferred) or any other administrator. Use the Test Connection button to ensure the connection is successful.

Web: Once you entered the site address, username, and password, and clicked Test Connection, this list becomes populated with the available SharePoint web applications for the selected site.

Migration type: Select how the migration is performed:

• Migrate to Document Library: Migrates the content imported to PSIcapture to a SharePoint document library for access.

• Migrate Data to List: Migrates data from index fields or other configured sources to SharePoint lists.

Document library: Select the appropriate value. Check with the SharePoint system administrator to confirm this setting.

• Select Existing and populate the list with the document libraries defined for this site.

• Select Map to Field and enter the index field whose contents are used to determine which document library to populate.

• Select Manual if the desired value is neither in the existing list nor in an index field.

  The value must still match an existing value. It is possible that it exists and does not show up in the existing list for various reasons (for example, timing or security).

Folder content type and Document content type: Select the appropriate value for each content type. Check with the SharePoint system administrator to confirm these settings.

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.

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.