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Pgm: IMGSRC – Image Source; standard Treeview path: Imaging > Setup > Sources
Image sources not only define root scanned into directories, but also root processed directories and their associated URL. Each source can have multiple document types associated. Each document type will automatically have its own subdirectories under the source and processed root directories.
Sources usually represent locations, for example the user may have invoice images entered in head office as well as different job sites. Sources allow the user to segregate the source directory and processed directories, making it easier when selecting images for flysheeting.
By using the [Source Security] button the user can apply security as they setup sources, or they can apply security afterwards by directly accessing the security functions from the Imaging Utilities submenu. This button can also be used to review the source security on already defined sources.
Source
Enter a source name. The source name is usually a location name or department name of where images will be scanned. This is a free form field, but it must be unique.
Source Path Root
This is the root directory path where images will be placed or scanned.
A directory path on the file server containing the new documents for this source. The source folder names of the associated document types are concatenated to this path to define where the registration program looks for new documents. This is just the default path. It may be overridden on the document type pop-up window.
This must be a valid directory but it does not have to be available to the user entering this data. This directory must be visible to the Workflow and Imaging modules’ IAS server and to the scanner.
NOTE: For details on backfilling images, see Appendix C: Backfilling Images for Existing Transactions.
Processed Path Root
This is the root directory path where images will be transferred to, during the automatic processing of a new image.
A directory path on the file server containing the processed documents for this source. The source folder names of the associated document types are concatenated to this path to define where the registration program puts new documents after it has processed them. This is just the default path. It may be overridden on the document type pop-up window.
Once the CMiC Imaging module routine finds a file sitting in the source directory it will retrieve the file, index it, and move it to this processed directory. Users should not have access to this directory. If a file is deleted from this directory it is not removed from the CMiC imaging system. This directory must be visible to the Workflow and Imaging modules’ IAS server.
Virtual Path Root
This is the same directory as the processed directory, but has a name that is accessible via the internet
A URL giving the root path that is to be used by the image manager to find documents to be displayed. The full URL is obtained by concatenating on to this value the source folder name for the document type and the actual file name, which is saved in the document description in the database. This is just the default URL. It may be overridden on the document type pop-up window. Note, however, that this must point to the same directory as the processed root path.
Location
This field indicates whether the image files are located locally (connected) or remotely.
Active – Checkbox
Valid values are checked or unchecked.
Active indicates that this source will be available when categorizing images or entering flysheet information against images.
Parse – Checkbox
If the ‘Parse’ box is checked, the source can be used for Kofax input files and the XML files saved under this source will be parsed to get data describing the corresponding image.
Auto Submit – Checkbox
If the ‘Auto Submit’ box is checked, the flysheets populated via the ‘Parse’ checkbox will automatically be submitted to workflow.
Cold Storage – Checkbox
If the ‘Cold Storage’ box is checked, this document type will appear in the Cold Storage drop-down list and can be used to save cold storage files.
Once the image source root directories have been created, document types need to be assigned to the source. A document type can be assigned to multiple sources. This allows, for example, the document type “Std AP Registered Invoice” to be used in multiple locations or departments.
To assign document types to a source – make sure the cursor is on the correct source record then use the [Document Types] button. This will open a screen similar to below.
Pgm: IMGSRC – Document Types At This Source – [Document Types] button
Document Type
Select the document type using the LOV on this column. The document type description of the associated document. Document types must have been previously defined or in the case of a standard document type – been made active.
Document Folder Name
This is the source folder name from the document type definition. It cannot be changed here but can be used to formulate a query.
Full Source Path
This shows the full path that will be used by the registration program to find new documents. By default, it is the concatenation of the source root path and the document type source folder name. The user can type over it with an overriding path. To restore the default path just clear the field.
Full Processed Path
This shows the full path that will be used by the registration program to store newly processed documents. By default, it is the concatenation of the processed root path and the document type source folder name. The user can type over it with an overriding path. To restore the default path just clear the field.
Full Virtual Path
This shows the full URL (except for the file name) that will be used by the Image Manager to display documents. By default, it is the concatenation of the virtual root path and the document type source folder name. The user can type over it with an overriding URL. To restore the default URL just clear the field. If this URL is overridden, it must still point to the same directory as the full processed path.