• Live Workflow (Import)

  • OpenKM has many interesting features, but requires some configuration process to show its full potential.
OpenKM has many interesting features, but requires some configuration process to show its full potential.
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 #14322  by johni
 
I am needing to configure a certain "Live" or Hot workflow. Could someone advise on the best practice? I have read through the documentation and see that there may be several options, but have not seen a case for a best practice.

The intended workflow is for most documents to be automatically added to the repository from a large automated, OCR based scanner.
This scanner can deliver documents by FTP/Share, e-mail, etc. The best way for my workflow is Scan to FTP. (Scanner does internal OCR, creates unique file name, uploads as PDF via FTP to OpenKM Server)

Goal:
Person scans document on multifunction device at their leisure on a daily basis.
Device Performs OCR and Uploads to OpenKM Folder
OpenKM (at recurring interval) automatically imports items from this folder to repository (This could be called a Hot Folder, Watched Folder, Auto Inbox)
/Server/Inbox/From_FTP ----------->> (Imports to) /Server/repository/Documents_1


For the moment, I only need one workflow: Convenience Scan documents to a single repository. However, I could see a process for more workflows as my scanner is designed to create specific scan jobs, with different FTP and metadata associated with each job type.

For example:
3 Different Scan Job Types:

1. Scanning in e-mail correspondence to be filed in OpenKM in subfolder Documents_emaildocs
2. Scanning SpecialProject documents to be filed in Open KM in subfolder SpcecialProject
3. Scanning ContactRecord items to be filed in OpenKM in subfolder Documents_Contacts

/Server/Inbox/From_FTP_JOB-emaildocs ----------->> (Imports to) /Server/repository/Documents_emaildocs
/Server/Inbox/From_FTP_JOB-SpecialProject ----------->> (Imports to) /Server/repository/Documents_SpecialProject
/Server/Inbox/From_FTP_JOB-Contacts ----------->> (Imports to) /Server/repository/Documents_Contacts
 #14348  by pavila
 
Usually is better a integration between the scanner software and OpenKM, so the scanner send the scanned document directly to OpenKM using webservices and in addition, it can start a workflow process on the document automatically.
 #14370  by jllort
 
The most simply option in your case is connect OpenKM by webdav in your /Server/Inbox and there mapping openkm folders directly the files scanned will be stored directly to openkm. Then you should create some core extension to automatically run a workflow when document is uploaded in that folder destinations ( could be a simply script too )

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