Dispatcher Stratus In

The Dispatcher Stratus In node allows your Dispatcher Phoenix installation to collect documents and data from your Dispatcher Stratus tenant and associated Dispatcher Phoenix Connector. This allows you to combine the people-based workflow capabilities of Dispatcher Stratus with the powerful document processing capabilities of Dispatcher Phoenix.

Note: To use the Dispatcher Stratus In node, you must have a configured Dispatcher Stratus tenant (https://dispatcherstratus.com/).

To open the Dispatcher Stratus In node’s configuration window, drag and drop the node onto your workflow canvas and double-click on it.

Adding Your Dispatcher Stratus Account

To utilize the Dispatcher Stratus In node, the user must first add the Dispatcher Stratus tenant to Dispatcher Phoenix Web. For more information, see the Dispatcher Phoenix Web Accounts page.

Configuring the Dispatcher Stratus In Node

• Enabled - To enable this node in the current workflow, check the box at this field. When unchecked, this input will be ignored. While the workflow will still validate if there is at least one enabled collection node, documents will not be collected by this node if the Enabled box is unchecked.

• Node Name - The node name defaults to this field. This name appears in the workflow below the node icon. Use this field to specify a meaningful name for the node that indicates its use in the workflow.

• Node Description - Enter an optional description for this node. A description can help you remember the purpose of the node in the workflow or distinguish nodes from each other. If the description is long, you can hover the mouse over the field to read its entire contents.

Buttons

• Help - To access Dispatcher Phoenix Online Help, click this button.
• Cancel - To exit the window without saving any changes, click this button.
• Save - To preserve your node configuration and exit the window, click this button.

Connecting to Dispatcher Stratus

To connect to Dispatcher Stratus, do the following:

1. In the Connection area, select a Dispatcher Stratus account and tenant from the dropdown.

Note: If you have not already set up a Dispatcher Stratus account through Dispatcher Phoenix Web, you must do this before it will appear in the dropdown.

To modify the default Connection Timeout (the seconds allotted for the time without communication, after initial connection to the server, before a timeout occurs), enter a value in the Connection Timeout field.

Collection Options

In the Collection option section, you have the following options:

• Process as group - To process files from the selected workflow and Send to Dispatcher Phoenix node as a group, check this box. To process files individually, leave the box blank. By default, this option is not selected.

Application Setup

To configure the Dispatcher Stratus In node, do the following:

1. In the Workflow Name area, select the name of the workflow you would like to collect documents and data from.

   Note: The Dispatcher Stratus In node will only display workflows that have a “Send to Dispatcher Phoenix” node.

2. After selecting the workflow name, all the available “Send to Dispatcher Phoenix” nodes available in that workflow will appear below. Select the one you would like associated with this Dispatcher Stratus In node.

   

3. Select the Save button to keep your node configuration.

Metadata

The Dispatcher Stratus In node does not produce any metadata of its own. However it does pass along any metadata it recieves from Dispatcher Stratus. This metadata can be used by any node that can use metadata, but is not available in the Metadata Browser.

Important! Any metadata that passes through the Dispatcher Stratus In node is available in Dispatcher Phoenix, but must be entered manually.

Metadata Format

Metadata that contains a page number is in the following format:

{file:<META_GROUP>["<META_NAME>"][<PAGE_NUMBER - 1>].value}

Metadata that does not contain a page number is in the following format:

{file:<META_GROUP>.<META_NAME>}