Managing sources

Sources

Documents are received into Barr EOM using Sources. Once received into Barr EOM, documents are then routed to destinations. You can control sources from the EOM Console using the following procedures.

• Enable a source

• Disable a source

• Open a source

• Move a source

• Rename a source

• Copy a source

See also:

• Customizing the grid views

• Learning about the Sources application

• Working with sources

Enabling a source

Use one of the following methods to enable a source in the EOM Console.

• From the Sources grid, right-click a source and select Enable.

• From the Sources tree, right-click a source and select Enable.

Disabling a source

Use one of the following methods to disable a source in the EOM Console.

• From the Sources grid, right-click a source and select Disable.

• From the Sources tree, right-click a source and select Disable.

Opening a source

Use one of the following methods to open a source in the EOM Console.

• From the Sources tree, click a source. The source will open in the current tab.

• From the Sources tree, right-click a source and select Open. The source will open in the current tab.

• From the Sources tree, right-click a source and select Open in New Tab. The source will open in a new tab.

Moving a source

Sources can be organized into source groups. Once groups are created, sources and groups can be easily moved in the tree as necessary. Complete the following steps to move a source in the EOM Console.

1. From the Sources tree, select the source or source group you want to move.

2. Use drag and drop functionality to place the item in the desired tree location. As you drag the item a yellow arrow will appear to the left of the tree to indicate where the item will be placed.

Renaming a source

Complete the following steps to rename a source in the EOM Console.

1. From the Sources tree, right-click a source and select Rename.

2. In the edit field, type the new source name and press ENTER. To cancel the rename, press ESC.

Copying a source

Sources can be copied into multiple source groups. Complete the following steps to copy a source in the EOM Console.

1. From the Sources tree, select the source you want to copy and hold down the CTRL key.

2. While pressing CTRL, use drag and drop functionality to place the source in the desired tree location. As you drag the item a yellow arrow will appear to the left of the tree to indicate where the copy will be created.