FileBound Automation Processes - Frequently Asked Questions

Frequently Asked Questions

The following are some of the commonly asked questions when using Automation Processes.

Why are my processes not starting even though I scheduled it to run at 4:00pm?

This can be because you only have one service installed that is being overworked. The service waits until the other processes finish before starting this process that was originally scheduled at 4:00pm. If there are other processes that were running at 4:00pm this process will not start until the others have finished. Monitoring the performance of the service and adding multiple services specified to different server groups would help. Dedi­cating a service to a process that takes longer to run, such as Site-OCR, is recommended. This is especially true in the cloud environment where processes that have a higher priority to be completed might be better served by utilizing a local service to run the process.

What is the project filter in the Find stencil for?

This allows you to segregate different process functions for different document types. For example, you can use a Folder Import process to import HR documents to a HR project that then has a Auto-OCR process to pre­pare it for Click Indexing. You may have another E-mail Import process that is importing invoices to an Accounts Payable project that will be processed with an Auto-Index process. Using the project filter within the Find sten­cil allows you to configure the Auto-OCR process to only find documents for the HR project to be processed by the Auto-OCR process and to configure the Auto-Index process to only find documents for the Accounts Pay­able process to be processed by the Auto-Index process. If this was not done the Auto-OCR process could pos­sibly be run on the invoices. If this was to happen the documents would be OCR and left in the indexing queue and never processed by the Auto-Index process that would properly apply a template and file the document away in the system.

Why are e-mail messages not being sent from my processes?

The service has a SMTP setup that must be configured. In this configuration area a valid SMTP server must be entered that will actually perform the sending of the messages that the service passes to it. The service does not perform the actual sending of the message.

I am using a FileBound Cloud site, do I need to install the FileBound Service?

Within the FileBound cloud datacenter there is a pool of FileBound services that are allocated to monitor all FileBound Cloud sites. These FileBound Services are shared across all FileBound Cloud sites. It is recommended that if a process is time sensitive that a FileBound Service is installed locally at a client location and run against their FileBound Cloud site. Locally installed FileBound services will not be able to run the Global Search automa­tion processes for FileBound Cloud sites.