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Updated OCR Import and Export Handling

The OCR export process has been updated to consolidate XML and PDF output from individual client/tenant/invoice-type subfolders into a set of shared, centralised folders watched by the import service. This simplifies folder management, removes the need for client-specific file moves, and streamlines the transition path from Test through Production.

New clients will be set up with this process going forward. Existing clients on the old process will be transitioned carefully by PSE team.


What Changed — Path Expressions

 

XML Export Path Expressions

Type Previous Updated
Single Tenant \\ea-ancora1\AncoraDocsImport\$(Field-TenantName)\Outbound\[ClientName]--$(Field-TenantCode)-Ancora-$(DocID)_$(Field-InvoiceType) \\ea-ancora1\AncoraDocsImport\OCRExport\Data\[ClientName]--$(Field-TenantCode)-Ancora-$(DocID)_$(Field-InvoiceType)
Multi-Tenant \\ea-ancora1\AncoraDocsImport\$(Field-TenantName)\Outbound\[ClientName]_$(Field-TenantCode)-$(Field-TenantCode)-Ancora-$(DocID)_$(Field-InvoiceType) \\ea-ancora1\AncoraDocsImport\OCRExport\Data\[ClientName]_$(Field-TenantCode)-$(Field-TenantCode)-Ancora-$(DocID)$(Field-InvoiceType)

PDF Export Path Expression

Previous Updated
\\ea-ancora1\AncoraDocsImport\$(Field-TenantName)\Outbound\$(DocID) \\ea-ancora1\AncoraDocsImport\OCRExport\Images\$(DocID)

 

Export Folder Reference

There are three export root folders, each serving a different environment. PSE and Implementation must coordinate to ensure both the database connection and the XML/PDF path expressions are updated to point to the correct folder when moving between environments.

Folder Watched By Use
\\ea-ancora1\AncoraDocsImport\OCRExport\ Production import service Live / Go Live clients
\\ea-ancora1\AncoraDocsImport\DemoOCRExport\ Demo import service Demo environment clients
\\ea-ancora1\AncoraDocsImport\TestOCRExport\ Nothing — no automation Safe testing; files output here without triggering any service

Default: On initial profile creation, PSE will always point to TestOCRExport unless specifically instructed otherwise

 

Managed Service Notes

Managed Service clients use file input, so they will continue to have individual client, tenant, and invoice-type-specific inbound folders watched by the File Input service. The change applies to the outbound/export side only.

Transition path for Managed Service profiles:

  1. When moving a profile from Test OCR to Prod OCR, point both PDF and XML exports to TestOCRExport. Since no service watches this folder, files can be safely exported here during the testing phase.
  2. Once the client is ready to Go Live, update the path expressions to point to OCRExport. 

Self Service Notes

Self Service clients use email input. This means there is no longer a need to create individual inbound or outbound folders per tenant or invoice type — unless the client is taking a hybrid approach.

As a result, the folder setup steps previously required for Self Service clients have been removed from the setup process. This also eliminates the need to create separate file moves for Test, Demo, and Production environments.

PSE and Implementation should coordinate to confirm path expressions and database connections are pointing to the correct environment before Go Live.

Coordination Checklist — Test → Demo → Prod

When transitioning a client between environments, ensure the following are updated together:

  • [ ] DFD Database fieldconnection string updated to the correct server (ProdEAAP_CMIGroup / DemoEAAP_CMIGroup / TestEAAP_CMIGroup)
  • [ ] Database connection string updated to the correct server (EA-TestSql1 / EA-DemoSql1 / EA-ProdSql1)
  • [ ] XML path expression updated to point to the correct export folder
  • [ ] PDF path expression updated to point to the correct export folder