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Distribution Module

Distribution is an additional product, please contact your Authorized Reseller for details and costs.

This feature is typically used within a Service Bureau type environment.  Distribution allows you to create a specific query from the IMS database.  The query can be saved to CD, hard disc, or other data source.  The saved query builds a database, allowing for the search and view of data, almost as if you were using IMS itself.

In order to use the Distribution Feature, you must start your process within the Archive Module.

The Archive Module allows you to create a very detailed query within a Profile. 

There are several functions or purposes for using this Archive feature:

• Query a Profile to conduct a complete OCR search within the documents and attachments.
• Replicate certain data to a local PC, hard drive, server, or other media types for back-up or additional uses.
• Can also be used to import data into other Profiles.    
  • If needing this type of functionality, it may be best to consult with your Authorized Reseller to ensure the best methods for your needs.  Sometimes creating a custom script for automating this type of process would be best.
• Purge or remove certain data from a Profile perminantly.
• Distribute content using the Distribution Module (requires purchase and license key), which launches a searchable database using the IMS Viewer.  This feature is most comonly used by Scanning Service Bureaus but could also be used in a multitude of other scenerios within your organization.  See how to use Distribution Module at bottom of this page.

Follow the below steps for creating an Archive:


Within the Adminstration Module, select the "Archive" button.




Now you will want to select the "Archive" icon and then select a profile from the drop down menu.

You will now see the search fields for the selected Profile.  You may either perform a search within the "Quick Search" fields or the "Advanced Search" fields.  After performing your search, you may look through the records to confirm this is the desired information. 




Now it is time to switch over to the Distribution Module



At this point you have performed a specific query from a Profile.  You will now want to send these records/attachments to a final destination.  This can be a folder on your computer, server, jump drive, or typically a disc (CD, DVD, BlueRay).  You may even have an FTP process for recurring distribution.

Follow the arrows and instructions within the below screen shot to complete this Module’s task.





You have now successfully created a distributable file.  This file may be replicated and redistributed as often as desired.  If saved to a CD, DVD, BlueRay disc; the file contains an executable function to launch the searchable viewer.

Notes:

• A user will most likely need to input the license key once viewer is launched.
• If users were created within the Profile this particular distribution was created from, then a user name and password may be required to access the content.
  
  
  

See also