Configuration Wizard
Document Inbound is based on CORE and includes the Configuration Wizard for quick and easy import of complete setups. The Configuration Wizard can access an online library with complete setups for all Simova products. The setups from the online library are regularly extended and adapted to new features or process integrations. Furthermore it is possible to import and export configuration files from the file system.
Import setup
The Configuration Wizard can be started from the Document Inbound Administrator Role. The following steps need to be completed to import a setup from the online library.
- Click on Setup in the ribbon bar and execute the action Wizard.
- Select Online as the source and Import as action.
- Click Next
- Select DI as the product and click OK.
- Several versions of a setup are provided. Select the desired setup and click OK.
- The contents will be listed in the Category Selection. Individual contents can be unselected. The setup will be imported completely. To do this, click on Finish.
- The setup is now completely imported.
Info
The data in an area can be cleared before the import in the Category Selection. To do this, individual areas can be activated with the Clear Before option.
Export setup
It is also possible to export a setup with the Configuration Wizard. The following steps need to be completed to export a setup with the Configuration Wizard.
- Click on Setup in the ribbon bar and execute the action Wizard.
- Select Online as the source and Export as action.
- The definition for the export is displayed. A product definition can be created manually or imported via an online library. Execute the action Import Product Definition to import the product definition from the online library.
- Select DI as the product and click OK.
- Several versions of a product definition are provided. Select the desired product definition and click OK.
- The product definition is imported and can be adapted if necessary.
- Click Next to display the data content in the Category Selection.
- The contents will be listed in the Category Selection. Individual contents can be unselected. The setup will be exported completely. To do this, click on Finish.
- The creation of the setup file will be started and the setup file will be downloaded.
- The export of the setup is done.