39 Catch-Up Processing

39.1 Overview

The Catch Up function allows applying one or more profiles to all PDF files from a specific time period. This is useful for reprocessing files or applying profiles to historical data.

Access: Select profiles in the profile list → Catch Up button in the profile toolbar


39.2 Procedure

Step 1: Select Profiles

Select the profiles in the profile list that should be applied to the files: - Single Profile: Simply click - Multiple Profiles: Add individual profiles to selection with Ctrl+Click - Range: Select a contiguous range with Shift+Click

Step 2: Start Catch-Up

Click the Catch Up button in the toolbar above the profile list. The catch-up processing dialog opens.

Step 3: Set Time Period (optional)

Option Description
From Start date for processing (based on file modification date)
To End date for processing
Without Restriction Process all files in monitored folders

Further Settings

Option Description
Consider processing times The processing times of the profiles also apply during catch-up
Send notifications The notifications set up in the profiles are also sent during catch-up
Show locked files in message window Files that could not be read (locked, timeout) are listed in the message window at the end
Offer unprocessed files again at the next catch-up Files that were not reached during catch-up (cancellation, stopped processor) or could not be read remain queued. The Catch Up button then shows their number, e.g. "Catch Up (12)", and offers via the arrow to catch up only these files or to discard the queue. Default: off - the queue is discarded at the end of each run; catching up the period again covers the files anyway.

Step 4: Start Processing

Click Start to begin processing. The selected profiles are applied to all PDF files in their respective monitored folders that match the time period filter.


39.3 Processing

Process Flow

  1. For each selected profile, the configured monitored folders are searched
  2. PDF files matching the time period filter are identified
  3. Profile filter rules are applied
  4. Matching files are processed

Progress

The progress dialog shows the number of processed files and the current file. The counters below apply per file, not per profile:

Counter Meaning
Successfully processed At least one profile has processed the file successfully
of which with errors in further profiles Subset thereof: Another profile reported an error for this file, e.g. because its rules could not yield a value
No match No profile accepted the file
Not overwritten The tasks did not write anything because the target file already existed
Errors (no profile successful) At least one profile reported an error and no profile was successful

The table below breaks the same numbers down per profile and names the most frequent error message for each profile. This shows at a glance which profile took over a file and what another one failed on.

Note: If several profiles work on the same folder and only the matching profile is meant to process a file, use the setting "must yield a value" under "Extracted Data" in the filters of the profiles (see 8.6.4). The other profiles then skip the file as "No match" instead of reporting an error; the dialog points this out when needed.

Cancel

The running catch-up processing can be stopped via the Cancel button in the progress dialog. Files already processed remain processed. After the run has finished, the dialog stays open with the result until you close it via Close.


39.4 Log

Catch-up processed items appear in the regular processing log: - Processing can be filtered via the log filter - Successes and errors are logged normally - The profile used is displayed


39.5 Use Cases

Migrate Historical Data

Transfer existing PDF files to a new archiving system: 1. Create archive profile with desired tasks (e.g., Rename, Move, PDF/A) 2. Ensure monitored folders are correctly configured 3. Select profile in the list 4. Click Catch Up and optionally restrict time period 5. Start processing

Error Correction

Reprocess files after adjusting a profile: 1. Correct profile and save 2. Select profile in the list 3. Click Catch Up 4. Restrict time period to the error period 5. Start processing

Note: Caught-up matches also end the warning when processing stops (section 4.2.4), provided the matched file was received within the deadline. What counts is the file's receipt date (creation or modification date), not the time of the catch-up run.

Test Before Production

Test new profile with existing files: 1. Create new profile with desired settings 2. Configure monitored folder with test files 3. Select profile and click Catch Up 4. Start processing and check results

Apply Multiple Profiles Simultaneously

Apply different profiles to the same time period: 1. Select all relevant profiles with Ctrl+Click 2. Click Catch Up 3. Set common time period 4. Start processing


39.6 Tips and Notes

Large Data Volumes

With many files: - Restrict time period to form batches - Monitor system load during processing - Process in multiple runs if needed

Consider Filter Rules

Filter rules of selected profiles are applied: - Only files matching the respective profile filter are processed - Non-matching files are skipped (not counted as errors)

Monitored Folders

Catch-up processing uses the monitored folders configured in the profiles: - Ensure folders contain the desired files - Ensure stable connection for network folders