Image-Master Document Migration Facility (IMDMF7.EXE) Configuration

WARNING

The improper use of this document migration tool can possibly damage or destroy your one or more Image-Master databases!

Be sure to Contact CLS Support before you attempt to run IMDMF7.EXE.

Configuration

IMDMF7 is configured by editing the main IMASTER.INI file in Notepad or any other suitable text editor.

When configuring the software, use care not to alter any of the other sections of the file that are utilized by the main Image-Master program.

Open the IMASTER.INI file located in the same directory as the main Image-Master system.
Scroll to the bottom of the file and add the following lines: {} indicate a value that is selected from the site installation.

[IMDMF]
SourceDBF= {Full path\filespec to source "SC" database table.}
DestinationDBF= {Full path\filespec to destination "SC" database table.}
OverrideSource= {1 or 0}       Override|Don't Override image drive letter.
OverrideDrive= {A-Z}            Default override drive letter.
Function= {1 or 2}                Import|Export (default operation to perform)
UpdateDBF= {1 or 0}             Update|Don't Update Source DBF with migration flag.
EraseDir={1 or 0}                  Erase|Don't Erase Contents of Transfer Directory.
UsePackager={1 or 0}            Use|Don’t Use Packager

**Next three options are only applicable when Packager is used (UsePackager=1)
TransPath={Full path to the location where the packager ZIP file will be created}
FNameCreation{1 or 2}          1=Use DBF Name for Packager ZIP file name
                                         2=Use system date-time for Packager ZIP file name

PostCommand={Path/file name to execute via ShellExec after Packager operation has completed}

MatchOption={1,2, or 3} Selects radio button to include only documents meeting specific search criteria.

MatchExp= (MatchOption=1) Not Used/Ignored.

(MatchOption=2) Fixed expression to use to match documents to be included.

(MatchOption=3) Full path\filespec to text file containing 1..n match expressions, one per line.

NOTE: The operator of IMDMF7 has the ability to override any of these settings temporarily for special situations.

Details of Configuration Items

SourceDBF and DestinationDBF

For sites that will be SENDING (exporting) documents, the SourceDBF should be the full path and filename for the Image-Master "SC" database located in the main Image-Master system. The DestinationDBF should be the full path and filename of a well-chosen database filename located in the transfer folder created in installation Step #2. The actual DestinationDBF file will not exist prior to exporting and will be created by IMDMF7 during each export session.

For sites that will be RECEIVING (importing) documents, the SourceDBF should be the full path and filename of the database filename chosen by the sender located in the transfer folder created in installation Step #2. The DestinationDBF should be the full path and filename for the Image-Master "SC" database located in the main Image-Master system.

NOTE: The function of SourceDBF and DestinationDBF are reversed for senders and receivers. Keep this in mind when configuring remote sites.

Example for a typical SENDER (Image-Master installed in F:\IMASTER): SourceDBF= F:\IMASTER\CLS000SC.DBF DestinationDBF= F:\IMASTER\TRANSFR\CLSXFR.DBF

Example for a typical RECEIVER (Image-Master installed in F:\IMASTER): SourceDBF= F:\IMASTER\TRANSFR\CLSXFR.DBF DestinationDBF= F:\IMASTER\CLS000SC.DBF

OverrideSource and OverrideDrive

For sites that will be SENDING (exporting) documents, the OverrideSource and OverrideDrive options control whether the documents referenced in the export database are located on a different drive from the drive specified in the database. This option is used if documents are moved to a staging area PRIOR to running IMDMF7. This is a non-standard operation and most senders will set OverrideSource to 0.

For sites that will be RECEIVING (importing) documents, the OverrideSource and OverrideDrive options control whether the documents will be placed on a drive which is different from the one in which they were originally scanned and filed. It is recommended that receivers set these options to match the local Image-Master configuration even if it is known that the sender and receiver are using identical configurations.

Example for a typical RECEIVER (Documents [images] being created on the S: drive):

OverrideSource= 1

OverrideDrive= S

Function

Indicates whether IMDMF7 will be sending or receiving documents.

Sending: Function= 2

Receiving: Function= 1

UpdateDBF

This is for senders only. It indicates whether the document entries in the Source Database should be flagged as exported and thus excluded from subsequent transfers. It is recommended that the default setting should be NOT to flag the Source Database. During the initial rollout, and for the time until it is certain that the senders and receivers can reliably transfer documents, the sender should create the transfer set, verify that the transfer set is valid and readable, then rerun the transfer a second time to indicate that the documents were indeed transferred correctly. Eventually this option can be changed and the second rerun step eliminated.

Sending (initial rollout): UpdateDBF=0

EraseDir

Indicates whether IMDMF7 should erase the contents of the transfer directory prior to the Export Function.

Sending: EraseDir= 1 to erase prior to export

Receiving: EraseDir= 1 to erase prior to import (before Packager is called)

WARNING!! Use caution when enabling the EraseDir option. The "Transfer Directory" is a location derived from the file path portion of the Source Database (Receiving) or Destination Database (Sending) database selection value. Setting the Source or Destination Database locations improperly and enabling this option may result in damage or erasure of the Image-Master system.

During initial configuration testing it is strongly recommended that the EraseDir option be left disabled (EraseDir=0) and that the transfer directory is erased manually by the operator. Once proper operation of IMDMF7 has been established this option can be enabled.

Next: IMDMF Packager Options