98. How to configure separate Indexing Station and PDF Conversion/Upload Server

EzeScan Indexing Station Configuration Instructions:

1. Create and configure a Job Type (F6), KFI Type (F7), and Upload Type (F8) using Admin Forms.

2. On the (F8) Upload Admin Form set the Upload Type “Convert File Format To” setting to “PDF Text Searchable”.
   Note: On the (F6) Job Admin Form, Output tab, check the “File Type” setting is set to “TIF”.

3. On the (F6) Job Admin Form, Output tab Select the option “KFI” in the “Other Destination” combo.

4. On the (F6) Job Admin Form select the new KFI Type in the “KFI Type” combo.

5. On the (F7) KFI Admin Form, Output tab, select the new Upload Type in the “Upload Type” Combo.

6. On the (F6) Job Admin Form, Output tab, change the “Output Folder” text to a UNC path that is accessible from the EzeScan Server.

7. Test the Job → Ensure KFI fields are correct and Upload works.

8. On the (F6) Job Admin Form, Output tab, select the Other Destination Combo Advanced button. On the displayed Advanced KFI Settings Form enable the “Ignore Upload Connector”.

9. Select the Admin Menu → Settings Backup → Export Settings... and Export the Job Type, KFI Type, and Upload Type.

10. Now run the Job Type again to Output some sample Images and Index files to the UNC path.

EzeScan Upload Server Configuration Instructions:

1. Select the Admin Menu > Settings Backup > Import Settings... option and Import the Configuration exported at Step 9.

2. On the (F9) Route Admin Form press the New button and then press the “Create From Job button” on Save Routing Type As Form. A list of available Jobs will be displayed.

3. Select the Indexing Job from the list and select ok.

4. On the Save Route Type As Form press the OK button.

5. Check on the (F9) Route Admin Form, Mode tab, that the “Route Using” setting is set to “Route using a KFI field value to match a rule keyword (with optional UPLOAD to a DM system)”.

6. Check on the (F9) Route Admin Form, Mode tab, that the “KFI” setting is set to the imported KFI Type.

7. Check on the (F9) Route Admin Form, Mode tab, the Override “KFI Field Processing” setting is enabled.

8. Check on the (F9) Route Admin Form, Import tab, the Import Existing Index File setting is set to “Verify KFI”.

9. Check on the (F9) Route Admin Form, Import tab, the “Import Directory #1” setting is set to the Output Folder of the imported Job Type.

10. On the (F9) Route Admin Form press the Run Routing button and then press the Stop Routing once a document has been completed. Check that the document has successfully uploaded to the DM system.

11. In Command Prompt install and start the EzeScan Routing service (using EzeScan_Routing.exe -install). Check that the documents are successfully uploading to the DM system.

Warning: You can’t run Routing as a service and run Routing from the Route Admin Form at the same time!