Dan Boyher
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Capture Server Pro - Catalogs Configuration
On the Configuration app’s Catalogs page, you can add user catalogs to the farm, which are lists of users and groups who can be assigned permissions in Apps. Catalogs can either be local, consistin...
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Capture Server Pro - Permissions Configuration
On the Configuration app’s Permissions page, you can review and change permissions for configured users and groups. Users who do not have specific or group-level permissions use the permissions tha...
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Capture Server Pro - Processing Configuration
In Capture Server, the Processing Service is responsible for performing activities and completing jobs. In the Configuration app’s Processing section, you can configure roles that manage which acti...
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Capture Server Pro - Databases Page
On the Configuration app’s Databases page, you can review all of the farm’s configured databases. This page displays the databases’ names in the Database Name column, their type in the Database Typ...
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Capture Server Pro - Roles
Roles determine which activities the Processing Service will process. You can add new roles to the farm if you want to split activities across multiple roles. NOTE: For more information on assignin...
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Capture Server Pro - Cache Paths
Cache paths are network folders where documents are stored as they are being processed. You can add additional cache paths as needed. Ensure the Processing Service’s service account for each worker...
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Capture Server Pro - Worker Machines
Worker machines are servers with the Processing Service feature installed. A worker machine can process jobs, which import documents or perform other scheduled tasks, or activities, which process d...
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Capture Server Pro - Activity Examples
We have a selection of smaller activities to manipulate metadata in our other articles, but if you want to see examples of our out of the box activity scripts, you can find them in your Capture Ser...
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Capture Server Pro - Deploying and Retracting Custom Activities
In our Knowledge Base, we have examples of custom activities. Each of these will be deployed into an environment in the same manner: Installation To utilize these activities, perform the following ...
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Capture Server Pro Powershell Recipes - Conditionally Set a Field Value
NOTE: This will be done using the Modify Your Metadata activity in version 1.10 and later. This activity will check our IndexUser field for a value. If it finds a value, it will mark a field called...