› Capture › Extraction groups › Properties of an extraction group

Properties of an extraction group

Set the properties for an extraction group.

Use the following tabs to configure the properties of an extraction group.

General

Name

Name for the extraction group, such as Accounting.

Alternatively, you can double-click the extraction group to modify the name.

Description

Optional. Description for the extraction group, such as "This extraction group contains documents related to accounting".

Category

Category in which to place the extraction group.

By default, TotalAgility places the new extraction group in your working category.

Maintenance access

You can assign access permissions to an individual or a group to restrict or grant access to maintain an extraction group. When you import a process, form, or package, or upgrade TotalAgility from a previous version, the maintenance access for the extraction group is set to "Everyone" with "Full control."

When you export a package that includes an extraction group, the access permissions are retained.

  1. Navigate to Capture > Extraction groups.

    The Extraction groups page appears.

  2. Select the Extraction group for which to assign access permissions.

    The extraction group opens in a new browser tab.

  3. On the properties panel, click the Maintenance access tab and then click .
  4. On the Name list, select a group or individual to whom to assign access permissions.
  5. Select an access Type.

    Type

    Description

    Full control

    Users with this access type can create, modify, and delete an extraction group, and set and modify the access permissions for other users. By default, the Everyone group has Full control.

    Read write

    Users with this access type can modify and delete an extraction group but cannot change the access permissions.

    Read

    Users with this access type can only view an extraction group; they cannot modify or delete the extraction group or set and change the access permissions for other users.

    Limited to online learning

    Users with this access type can open an extraction group in Transformation Designer to update Extraction Online Learning. They can then import New Samples documents that are collected by the Online Learning system, retrain, and resolve conflicts. They can then release the updated extraction group. They cannot modify the design or settings for the extraction group.

    For more information on Extraction Online Learning, refer to the Transformation Designer Help.

  6. Click Add.
  7. Assign access permissions to other groups and individuals as needed.
  8. Save or release the extraction group.

How to: