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Configuration Assistant

Document Inbound from Simova is based on CORE from Simova and includes the configuration assistant for the quick and easy import of complete setups. The configuration assistant can access an online library of complete setups or a file system from which setups for Simova products can be imported. The setups from the online library are regularly expanded and adapted to new features or process integrations. Additionally, it is possible to import and export configuration files from the file system.

Info

Since Document Inbound offers a very individual configuration designed for various scenarios, no pre-configured online configuration is provided.

Import Setup

The configuration assistant can be started from the Document Inbound role of Simova Administrator. The following steps must be taken to import a setup from the online library.

  1. Click on Setup in the menu bar and perform the action Assistant.
  2. Select File System as the source and Import as the action.
  3. Click on Next.
  4. Select the file.
  5. The content will be listed in the category selection. Individual contents can be deselected. The setup will be fully imported. To do this, click on Finish.
  6. The setup is now fully imported.

Info

The data in a section can be deleted before the import in the category selection. Individual sections can be activated with the option Delete beforehand.

Export Setup

It is also possible to export a setup using the configuration assistant. The following steps must be taken to export a setup with the configuration assistant.

  1. Click on Setup in the menu bar and perform the action Assistant.
  2. Select Online as the source and Export as the action.
  3. The definition for the export will be displayed. A product definition can be created manually or imported from an online library. Perform the action Import Product Definition to import the product definition from the online library.
  4. Select DI as the product and click on OK.
  5. Multiple versions of a product definition are provided. Select the desired product definition and click on OK.
  6. The product definition is imported and can be adjusted if necessary.
  7. Click on Next to display the data content in the category selection.
  8. The content will be listed in the category selection. Individual contents can be deselected. The setup will be fully exported. To do this, click on Finish.
  9. The creation of the setup file will be initiated and the setup file will be downloaded.
  10. The export of the setup is complete.

See also