Laserfiche Import Agent 9 Quick

Start




White Paper





May 2014







Table of Contents

Welcome to Import Agent .............................................................................................. 3
Whats New in Import Agent 9?..................................................................................... 4
Getting Started................................................................................................................ 4
Import Agent Configuration Utility ........................................................................... 5
Creating a Profile ........................................................................................................ 6
Configure Windows rights for the Import Agent Service .......................................... 9
Starting the Import Agent Service ............................................................................ 10




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Welcome to Import Agent
Import Agent is a tool for automatically retrieving files stored in a Windows folder
and importing them into a Laserfiche repository. The Windows folder can be local to
the Import Agent machine or stored on a network drive. During the import process,
Import Agent can process the files (e.g., perform OCR), add metadata (e.g., populate
fields, add tags), and perform additional tasks.
The Windows folder that files are retrieved from is referred to as the monitored
directory. If a file is found in this folder it will be imported into a repository. After a
file is imported to Laserfiche, the source file can either be deleted or moved to
another Windows folder. If a file cannot be imported into Laserfiche, it will be
moved to an alternate Windows folder.

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Whats New in Import Agent 9?
Import Agent now includes the option of recognizing files with .xml file extensions
as Laserfiche XML import list files for batch importing.
Import Agent 9 includes additional OCR processing options:
Send OCR requests to a Laserfiche Distributed Computing Cluster Scheduler.
Perform temporary image enhancements to optimize OCR text recognition.
Import Agent profiles now include the option of generating Laserfiche image pages
from PDF files.
Getting Started
Import Agent runs as a Windows service named Laserfiche Import Agent Service to
retrieve, import, move, and/or delete files from monitored folders. Follow these
three steps to get Import Agent up and running.
1. Create a profile. Profiles define the Windows folder from which files will be
retrieved, the import schedule, what will happen to source files after an
import is attempted, the metadata that should be assigned to imported files,
and other settings.
2. Ensure the Windows account assigned to the Import Agent service has
sufficient permissions to the Windows folder.
3. Ensure the Laserfiche Import Agent service is started.
For more information, see the Import Agent help file.

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Import Agent Configuration Utility
Use the Import Agent Configuration Utility to create one or more Import Agent
profiles. Each profile can monitor a different set of Windows folders.
Windows Vista or Windows 7 or Windows Server 2008: From the Windows
Start menu, click All Programs -> Laserfiche -> Import Agent -> Import Agent
Configuration Utility.
Windows 8 or Windows Server 2012: From the Windows Start screen, click
the Laserfiche Import Agent tile.


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Creating a Profile
Profiles define the Windows folder from which files will be retrieved, the import
schedule, what will happen to source files after an import is attempted, the metadata
that should be assigned to imported files, and other settings. You must create at least
one profile in order to use Import Agent.
In the Import Agent Configuration Utility, click the Create a profile toolbar button.

Note: If you select Windows authentication, the Windows account
assigned to the Laserfiche Import Agent service will be used to log in to
the repository.

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Note: The user you select must have sufficient Laserfiche rights to
perform the actions specified in the profile. For example, the user must
be able to log in to the repository and create files in the destination
folder.
Proceed through each tab of the Edit Profile dialog box.

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General: Define the profile's name, the Window's folder from which files will be
retrieved, a file retrieval filter.
Properties: Define the login account, the document properties (e.g., name,
destination folders, volume), and the value of the Count token
Fields: Specify the template and/or fields that should be assigned to imported
documents, and to populate assigned fields.
Tags: Specify the tags and tag comments that should be assigned to imported
documents.
Schedule: Define when Import Agent should attempt to retrieve and import files.
Scheduling a time interval allows you to reduce network usage during peak hours.
Processing: Specify whether imported files should be OCRed, indexed, split. You
can also configure Import Agent to generate Laserfiche image pages from PDF files.
Post-Processing: specify what should happen to source files after an import is
attempted
Document Handling: specify what should happen if the name of the document being
imported matches the name of document already in the destination folder.

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Configure Windows rights for the Import Agent Service
Import Agent uses a Windows service named Laserfiche Import Agent to retrieve,
import, move, and/or delete files in Windows folders. In some cases, you may need
to modify the Windows account associated with this service.


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Starting the Import Agent Service
The Laserfiche Import Agent service must be started in order for Import Agent to
function.
Open the Import Agent Configuration Utility and use the Service menu option to
Start the service.


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Laserfiche Import Agent 9 Quick Start
May 2014

Author: Roger Wu
Editor: Tammy Kaehler
Technical Editor: Jonathan Powers

Description:
This paper provides an overview of Laserfiche Import Agent.

Laserfiche
3545 Long Beach Blvd.
Long Beach, CA 90807
U.S.A

Phone: +1.562.988.1688
www.laserfiche.com

Laserfiche is a trademark of Compulink Management Center, Inc. Various product and service names
references herein may be trademarks of Compulink Management Center, Inc. All other products and
service names mentioned may be trademarks of their respective owners.

Laserfiche makes every effort to ensure the accuracy of these contents at the time of publication. They
are for information purposes only and Laserfiche makes no warranties, express or implied, as to the
information herein.

Copyright 2014 Laserfiche
All rights reserved


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