CTS DirectConnect Node

Node Properties

Title

Add a title for this node. Your title should be brief but descriptive about what is being picked up. Titles are useful when reading the history in the history of a workflow for easier understanding of the overall process.

Description

Provide a synopsis of what this node is doing, or make note of any important details. This is useful for providing additional information such as workflow details, pick up Inbox, destination Archive, use case information, etc. A good description is helpful when returning to modify the workflow in the future.

Frequency

Includes settings for Days, Hours and Minutes. By default, this is set to 15 minutes. Setting the frequency is important for how often you’d like for this to execute. For example, if there is a nightly upload we’d want this to run once every 24 hours and can set the frequency to do so.

Data Validation

Import Types

Import Type: File

Use File to monitor a “hot” folder for document. Any document placed in this folder will be ingested into the workflow. This is useful when scanning documents from an MFP device.

Import Settings

Import by File Name

Allows you to use data in the file name in index fields. When enabled, move fields from the Process Fields column to the Fields Delimited by column, and enter the delimiter. The data in the name will populate the fields in the order they are listed.

Single File Per Batch

If a single import ingests multiple files at the same time, each file is given a unique Process ID but they share the same Batch ID. This allows the administrator to group all the files that were ingested at the same time. Enabling Single Field Per Batch assigns a unique batch id to each imported file, even if ingested at the same time.

Force Idle Wait

Delays the import of a document in a folder until 2 minutes after it has last been written to. This ensures the file is complete when ingested.

Filter by File Extension

Allows you to include or exclude specific types of files. To enter multiple types of files, separate each file type with a comma.

• No Filter - ALL files in the pickup location will be ingested.

• Include - Only the types of files INCLUDED in the list in the input box will be ingested, all others will be ignored.

• Exclude - All files will be ingested EXCEPT those with extensions listed in the input box.

Import Type: Data and Documents

Use Import Data and Documents when you have many documents to import and a CSV or XML file that contains relevant index field data and file paths. This is most commonly used for file-sharing between line of business applications or receiving records from a service bureau.

File Format CSV

Field Delimiter

The character used in the CSV file to separate the fields.

String Delimiter

The character used to denote a string in the CSV file.

Source File Includes Headers

This option is used to map the data in the file to GlobalCapture fields.

Preserve Image Files

When enabled, the original files will remain in their source location. If disabled, they will be removed.

Use Case

Using the CTS DirectConnect node to import document from a file folder