User guide

Chapter 5, Creating Clients, Projects, Custodians, and Jobs
5-100 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
• Database Table -
Select a Content Type: ItemIDs or ItemGUIDs - ItemGUIDs
allow for a more reliable method to positively identify Ipro eCap-
ture Items records for a Client.
Specify the SQL database table (Note: This table must be created
in the Client database.) containing the ItemIDs list or an
ItemGUID list. For ItemID, the first column of the table must be an
integer field named ItemID. For ItemGUID, the first column of the
table must be ItemGUID and defined as nvarchar(36). This is the
only requirement of the tables. The rest of the tables may contain
any fields or no fields. The location of the tables must be in the cli-
ent database, [CONFIG]_[CLIENT].
Select the option Validate Item IDs in Table if you want to have
the system check for existence of ItemIDs or ItemGUIDs in the
Items table. If the system does not find any ItemIDs or
ItemGUIDs, an error occurs. If some ItemIDs or ItemGUIDs are
missing, it will indicate the missing items in a LOG file called
ImportMissingItems.LOG located in the Job folder.
Note: For either of the previous two Import From options, a Flex
Processor rule is created (criteria being the ItemID list) for the
main imported list. Also, additional rules could be created based on
the selected Child Item Handling options. The Scope for each of
these rules may be changed as well, further affecting what other
documents will be selected. As you click each rule created from the
imported list, the ItemIDs may be viewed in the ItemID area on
the Advanced Criteria Tab.
Proceed to step 8.
8. Select from the following options: