Wondering how to configure options for the combined image documents process in OnBase? We’ve got you – Check out the blog and video below to learn how.

How to Configure Options for the Combined Image Documents Process in OnBase

How to Configure Options for the Combined Image Documents Process in OnBase

First off, know that the combined image documents process automatically combines all consecutive images into a single batch. So if you have a lot of loose files in a folder and you want to put them into one single document, this is the process for you.

Configuration

1. Open OnBase configuration, then look at your scan queue. That’s what you’re going to configure your image processing in.
2. Click “Import” and “Scan Queue.”
3. In the video example, you’ll see that we had a scan queue created for this that we selected. Next, click “Process Options.”
4. An optional step is to go over to the “Capture” tab and if you want to put your sweep directory here, it’ll make it so when you press “Sweep” in OnBase, it’ll automatically go to that area and try to sweep it. We decided to do it for this example video because we knew that our images resided in this location.
5. Click on the “Image Processing” tab, and create a task called “Perform Image Processing” by checking the box next to it. On the drop down menu below, select the option “Combine Image Documents.” It’ll want a name specified, so go ahead and name it. Then, click “Save.”

Running the Process

That’s all when it comes to the configuration process, now let’s go through how you can run the process, step by step.

1. First, click “Close” and reset your cache box by clicking “Service Monitoring Utilities” and then “Reset Cache” and “Close”. This will mean that the changes you’ve made will now go into effect.
2. Next, open up the Unity Client.
3. Under the “Home” tab, click the “Imaging” button and then select “Batch Scanning.”
4. You should see the scan queue you created, for this video example, it was titled “Combine Image File.” Select the scan queue you created and click “Sweep.”
5. Now, it’ll ask you which method to sweep files by. Since we added a directory during the configuration, we decided to choose “sweep all files in a particular directory” for the sake of the video example. The screen showed the directory we selected, so we clicked “Save” and “Sweep.” It showed that we had 14 single-paged documents in there.
6. To get all those documents into 1 document, click “Go to Batch” in the top left side of your screen.
7. For the next couple steps, open the OnBase Client and click the “Processing” tab and then “Scan Index.”
8. When you go back into the Unity Client, under “Status,” you’ll see “Awaiting Image Processing.” For this example’s sake, we saw that we do have fourteen documents and fourteen to be indexed because they’re all single documents. We also saw that they’re waiting in a queue called “awaiting image processing.” That will get enabled when we create a job in that area in the scan queue. So now we have to get it past this field, but first, we will have to run it so it can later combine the documents we want to combine.
9. There are two ways to run it – we’ll show you the second method below step 10 coming up. The first way would be to simply go to the client, to the queue, to image processing, highlight it, and then right-click “perform image processing,” then click “Awaiting Index” and right-click your desired item within “Scanned Batches” and click “Index Document.”
10. At this point, we saw that the document that opened up had 14 pages, so that means it was successful, so we can stop the scan and indexing at this point.

Now, let’s look at the second method you can use to run it. This method lets you set up a schedule to run these automatically at specific time periods.

1. Go back into the Unity Client. Then click the “Admin” tab, then “Utilities,” then “Windows Services.”
2. To create a service, type a name into the box and click “Create.”
3. Within Executable path, click “Browse” and select your choice file.
4. Next, add your username and password.
5. In the Additional Arguments field, we wanted to pick up the image processing queue we wanted to run, so we specified that here as scan auto image process.
6. We had the option to put in a user account if we wanted, but this one for this case, we’re not going to even run it for the sake for this example, but these are the options to get a login. Usually, you would put an account that has rights to the area you’re sweeping or your network. So, we clicked “OK,” Save,” and “Close.”
7. For this particular process, it actually runs every five minutes since it’s a switch.
8. Next, navigate to your computer’s “Services” desktop app and click on your service in question to start it. Now, it’ll run every five minutes.

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