How to configure The Record Management system to store and search ZyLAB documents

SYMPTOMS

The ZyLAB DoD and SOX Compliant RMA Bundle has the option to store ZyIMAGE documents in a ZyLAB document repository.  Image PDF files can be uploaded to the system and processed with ZySCAN.  Documents can be indexed with ZyINDEX and searched via the RMA system  (There are different approaches to import, store and search ZyLAB documents).

CAUSE

Not applicable

RESOLUTION

The following configurations items have to be created:

1. Create a directory structure on the RMA (Record Management Application) server
2. Add a ZyLAB Storage location in RMA
3. Add an Category and Folder to the FilePlan
4. Create an index with XML wrapper module to store the scanned documents
5. Create a ZySCAN template for processing PDF/XML files

In the Web.config you can specify the following settings:

To use the document import queue, provide a filesystem directory here.
with or without XML wrappers:
             
<add key="QueueDirectory" value="C:\RMA\ImportQueue" /> (example)
   
To use PDF uploading, provide a filesystem directory.
Run ZySCAN unattended with a template importing from this directory
and exporting to the import queue:

<add key="PdfUploadDirectory" value="C:\RMA\PdfUpload" /> (example)
  
Set to true to allow upload of non-PDF, non-OCR'ed files,directly to the import queue:
            
<add key="AllowElectronicUpload" value="true" /> (example)
                   
To use the bulk document import,provide a filesystem directory.
RMA expects a directory structure here as the data directory of an index including xml wrappers,
which can also be exported by ZyFIND:
             
<add key="BulkImportDirectory" value="C:\RMA\BulkImport" /> (example)

To use the document import queue, provide a filesystem directory in the path specified..

The ZyLAB DoD and SOX Compliant RMA Bundle expects a directory structure as exported by ZySCAN:

• Electronic
• Tiff
• Xml
• xmlfields

APPLIES TO

6.0; 6.1