Getting Started - AnyDoc/CAPTUREit/Foundation-23.1/CAPTUREit/Getting-Started - 2023-11-17

CAPTUREit

Platform: AnyDoc
Product: CAPTUREit
Release: Foundation 23.1
License

Documentation Notice
Overview
Introduction
Destinations
Image Capture Options
Uploads/Batch Release
Quality Assurance
Output
Databases
Technical Support
Getting Help
Product Documentation
Document Conventions
Contact AnyDoc Technical Support
View Licensing Information
Configure the License Settings
License Settings Using a Software License
License Settings Using a CAPTUREit Server License
License Settings Using a Hyland License
View The Product Version Number
View The Accepted End-User License Agreement (EULA)
AnyDoc on the Web
View Security Plugin
Send Support Issue
Customer Library
Access and Login
Customer Library Options
Upload a File to Technical Support
Installation
Before You Install
Important Notices
System Requirements
Microsoft .NET Framework Requirements
Back up Procedures
Keep a Secure Copy of Software
Back up System Directories
Record Site-Specific Information
Requirements
Supported Operating Systems
Databases Supported
Microsoft SQL Server
Oracle
Database/File Servers
Hardware Requirements
CAPTUREit Client
CAPTUREit Server
Third-Party Software Support
About Virtual Environments
64-Bit Support Statement
Windows User Account Control Statement
Upgrade Considerations
Installation
Standard (EXE) Installer Methods
Running the CAPTUREit Installer
Uninstalling a Previous Major Release Version
Modify, Repair, or Uninstall
Running the Installer From the Command Line
Command Line Installer Switches
Command Line Installer Properties
Configuring CAPTUREit Server and Workstations
Configure CAPTUREit Server
CAPTUREit Server Properties | General
AnyDoc CAPTUREit Server Options
Disk Space
CAPTUREit Distributed QA
CAPTUREit Server Properties | Connections
CAPTUREit Server
CAPTUREit Client
CAPTUREit Server Properties | Database
Database Connection Settings
Configure the Data Link Properties
Generate Database Creation Scripts
CAPTUREit Server Properties | Email Alerts
Mail Server
Send Email Alert
Configure Key Click Warning Email Settings
CAPTUREit Server Properties | License Manager
CAPTUREit Server Properties | Output Directory - CAPTUREit
AnyDoc CAPTUREit
CAPTUREit Server Properties | Output Directory - Infiniworx
AnyDoc Infiniworx
CAPTUREit Server Properties | Security Options
Credential Authority
Active Directory Configuration
Options
Create a New Site
CAPTUREit Server Properties | About CAPTUREit Server
Configure Form Family Access
Configure CAPTUREit Workstations
Configure the CAPTUREit Server Service
Configure the Windows Firewall
User/Group Management
Permissions Settings
Create a New Site
Create a New User
Port Configuration
Configure CAPTUREit for Port Communication
Configure the Windows Firewall for Port Communication
Error Messages
CAPTUREit Server Database Schema
AnyDocTrack_Batch
AnyDocTrack_BatchAudit
CAPTUREitActive
CAPTUREitHistory
CAPTUREitStations
CAPTUREitStatuses
AnyDocTrack Image
AnyDocTrack ImageAudit
Keys
Messages
Lookup Tables
CAPTUREit Database Schema
Post-Installation
Configure the License Settings
License Settings Using a Software License
License Settings Using a CAPTUREit Server License
License Settings Using a Hyland License
Accept The End User License Agreement (EULA)
Working with Switches
Excluding Folders from Antivirus Software Scans
Getting Started
Log On
User and Group Management
User and Group Management Overview
Permissions Settings
Create a New Site
Create a New Group
Create a New User
Assign Users to a Group
Assign Profiles to Groups
Delete a User or Group
Change a User's Password
Manage Distributed QA Batches
Workflow Manager
Workflow Manager Overview
WorkFlow Manager Toolbar
Batch Symbols
Back Up a Batch
Suspend or Unsuspend a Batch
View Batch Images
View Images Toolbar
Set View Properties
QA a Batch
Delete a Batch
View Batch Information
View Image Information
Make Priority Batch in OCR for AnyDoc
Upload a Batch Immediately
Resubmit Batches
Workflow window right-click menu
Drag & Drop Method
Back Up Pending Batches
Delete Pending Batches
View Local Cache
View History Log
View Images in the Image Viewer
View Messages
CAPTUREit Server Settings
CAPTUREit Server Settings Overview
CAPTUREit Server Properties | General
AnyDoc CAPTUREit Server Options
Disk Space
CAPTUREit Distributed QA
CAPTUREit Server Properties | Connections
CAPTUREit Server
CAPTUREit Client
CAPTUREit Server Properties | Database
Database Connection Settings
Configure the Data Link Properties
Generate Database Creation Scripts
CAPTUREit Server Properties | Email Alerts
Mail Server
Send Email Alert
Configure Key Click Warning Email Settings
CAPTUREit Server Properties | License Manager
CAPTUREit Server Properties | Output Directory - CAPTUREit
AnyDoc CAPTUREit
CAPTUREit Server Properties | Output Directory - Infiniworx
AnyDoc Infiniworx
CAPTUREit Server Properties | Security Options
Credential Authority
Active Directory Configuration
Options
Create a New Site
CAPTUREit Server Properties | About CAPTUREit Server
Configure Form Family Access
Settings
Configure Language Settings
Configure Image Numbering Settings
Configure Date Format Settings
Date Formats
CAPTUREit Options
CAPTUREit Options | General
Disk Space
Prompted Control Fields
OCR for AnyDoc Messages
CAPTUREit Server Options
CAPTUREit Options | Import
During Import
CAPTUREit Options | QA
Quality Assurance Phase Options
View Images By
CAPTUREit Options | History
History And Tracking Options
CAPTUREit Options | Scheduler
Upload To CAPTUREit Server Options
CAPTUREit Options | Default FTP
Server Information
User Information
CAPTUREit Options | PDF Support
Process's Priority Class
CAPTUREit Options | Key Click Warnings
Configure Key Click Warning Email Settings
CAPTUREit Options | Security
Credential Source
Security Options
Set Active Directory Group Access
AutoFlow Settings
Prioritize AutoFlow Processes
Prioritize AutoFlow Profiles
Configure E-Mail Settings
Mail Defaults
VBScript Management
OCR for AnyDoc Settings Applicable to CAPTUREit
Allow Distributed Capture from CAPTUREit
Skip QA if Batch was QA'd by CAPTUREit
Post a Batch's Status to CAPTUREit Stations
Configure User Interface Settings
Assign Keyboard Shortcuts
Capture Profiles
Capture Profiles Overview
Create a Capture Profile
Create Capture Profile from OCR for AnyDoc Form Family
Edit a Profile
General Options
Profile Options
Scan Options
AutoFlow Options
Backup Options
Import Options
PDF Import Options
Processing Options
Processing
Image Size Delete Options
Configure Split Image Options
Separation Options
Start new Batch Triggers
Start New Document Set
Trigger Options
Patch Codes
Patch Code Requirements
Patch Code Placement
Configure Patch Code Options
Configure Barcode Options
Configure Barcode Parameters | Barcode General Tab
Symbol Counts and Lengths
Quality
Configure Barcode Parameters | Barcode Advanced Tab
Pre-defined Sizes (Inches)
Custom Size (Inches)
Orientation/Skew
Filtering
Search Area
Gray Scale Process
Configure Barcode Parameters | Barcode Engine Tab
Configure Barcode Parameters | Recognition Options Tab
Configure Kodak Document Image Level Options
Quality Assure Options
Quality Assure Options
Deleted Image Options
Quality Assure View Options
Options
Set Capture Profile View Properties
Destination Options
Capture Destination
OCR for AnyDoc Destination Settings
OCR For AnyDoc Settings
Remote Sub-Directory Destination Settings
Batch Subfolder
Sample Value
Remote Infiniworx Destination Settings
Local Sub-Directory Destination Settings
CAPTUREit Output Path
Batch Subfolder
FTP Destination Settings
FTP Server Settings
Batch Subfolder
Sample Value
Local Infiniworx Destination Settings
AnyDoc Infiniworx Import Path
Batch Subfolder
Sample Value
Images Output Options
Image Type Options
Image Name Options
Import Options
Output Options
Email Options
Set PDF Output Settings
Document Summary
Searchable PDF
Image Options
OCR Options
Security
Document Security
Document Restrictions
Set Microsoft Word Document Output Settings
Document Summary
Document Settings
Image Settings
Set Microsoft XPS Output Settings
Document Summary
Searchable XPS
OCR Options
Set E-mail Attachment Options
ASCII Output Options
Options
Configure Output Records
Output Options
Configure Output Records
Batch Header System-Defined Control Fields
Image Control System-Defined Control Fields
Document Set System-Defined Control Fields
Add a Prompting Control Field
Configure Batch Control Number
Configure Barcode Data
EXCHANGEit Options
Assign a Profile to Groups
Rename Profiles
Copy Profiles
Back Up Profiles
Delete Profiles
Restore Profiles
Workflow window right-click menu method
Drag and Drop Method
Attach VBScript to a Profile
Scanner Settings
Scanner Settings Overview
Scanner Interface Options
Scanner Properties
Image Quality
Kofax Options
Set Kofax Black Border Properties
Set Kofax Despeckle Properties
Set Kofax Image Filter Properties
Set Kofax Streak Properties
Set Kofax Deskew Properties
Set Kofax Deshade Properties
Set Kofax Line Removal Properties
Endorser Suffix Seed Options
Create Custom Suffix Seeds
Delete Custom Suffix Seeds
Scan Options
Scanner Capabilities
TWAIN Scanner Options
Set Bell+Howell ACE 2.0 Options
Set Bell+Howell ACE 3.0 Options
Configure Kodak Image Address Options
Configure Kodak Scan Window Options
Endorser Options
System-Defined Fields for Endorser Prefix
Fujitsu IPC/DTC Options
Configure Kodak Image Quality
Configure Kodak Endorser Options
System-Defined Fields for Kodak Endorser
Configure Kodak Options
Scan and Import Phases
Scan and Import Phases Overview
On The Fly
On The Fly Capture! - Welcome
On The Fly Capture! - Destination Options
On The Fly Capture! - Image Options
On The Fly Capture! - MS Word Options
On The Fly Capture! - Searchable PDF Options
E-Mail Recipients
On The Fly Capture! - E-Mail Subject & Body
Select Files For Import
Save Settings to a Profile
Scan Phase
Scanner Errors
Batch Statistics
Actions
Import Phase
View the Batch Scanning Status
Scanner Countdown
Quality Assurance Phase
Quality Assurance Phase Overview
Quality Assurance Toolbar
Batch Image List
Cleanup Options
Configure/Apply Image Cleanup
Apply Last Image Cleanup to All Images
Apply Last Image Cleanup to Selected Image
Scrub Image
Convert Color Images to Bitonal
Configure Color Conversion
Apply Last Image Cleanup to Selected Image
Delete Options
Delete an Image
Flag Images for Deletion
Delete a Range of Images
Delete a Batch in QA
Document Set Options
Toggle Document Set Start
Align Document Sets
Prompt on Toggle Document Set Start
Image Options
Display Image Info
Print Image
View Original Image File
Rotate Images
Zoom on an Image
Change Display View
List Images by Imprinter String
Scale to Gray
Display Image Labels
Assign A Barcode Value
Patch Image Insert
OCR for AnyDoc Options
Make Attachment
Make Attachment to End
Repeat Last Classification
Reset Template ID to Blank
Prioritize in OCR for AnyDoc
Classify an Image
Process a Batch
Append or Insert Images by Scanning
Append or Insert Images from Disk
Reorder Images
Set View Properties
Image Cleanup Parameters
Image Cleanup Parameters Overview
Image Cleanup Parameters | Hole Punch Removal
Image Cleanup Parameters | Comb Removal Tab
Image Cleanup Parameters | Border Removal Tab
Image Cleanup Parameters | Deskew Tab
Image Cleanup Parameters | Vertical Registration Tab
Image Cleanup Parameters | Horizontal Registration Tab
Image Cleanup Parameters | Dilate Tab
Image Cleanup Parameters | Erode Tab
Image Cleanup Parameters | Smoothing Tab
Image Cleanup Parameters | Invert Text Tab
Image Cleanup Parameters | Dot Shading Removal Tab
Image Cleanup Parameters | Line Removal Tab
Image Cleanup Parameters | Despeck Tab
Image Cleanup Parameters | Brightness/Contrast Adjustment Tab
Image Cleanup Parameters | Image Detergent Options
Statistics
View Scan Statistics
View the Last Batch Scan History
View Phase Timing Statistics
VBScript
VBScript Overview
VBScript Management
VBScript Events
Create VBScript
Add Extra Files to a Profile Using VBScript
CAPTUREit Object Model
Application Object
MatchesRegEx (Method)
BOOL MatchesEditMask (Method)
Batch Object
OCRADBatchID (Property)
OutputSubFolder (Property)
OverrideBatchStationID (Property)
QualityAssureBatchStatus (Property)
BatchControlDialog Object
ChoiceDialog Object
Image Object
GridChoiceDialog Object
Default Appearance of GridChoiceDialog
Profile Object
PromptingControlDialog Object
PromptingControlLine Object
ScannerSettings Object
Imprinter Template Values
Station Object
Regular Expressions
Match at a Word's Beginning or End
Match Against Any One of the Characters in a List or Range
Specify Number of Occurrences
Example
VBScript Examples
Constant Code Example
Create Populated Drop Down Lists for Scan Prompts
Requirements:
GUI Product Features Used in this Script:
Key VB Script Features Demonstrated in this Script:
Script Sample
OnPromptingControl Examples
Modify Window Values
Display the Window
Create a Pick List
UserChoice Window Examples
Single Drop Down List
Dual Drop Down List
CAPTUREit Database Schema
CAPTUREit Database Schema Overview
Troubleshooting
Troubleshooting Overview
Engine License Errors

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