Users, Groups, and Roles

Brainware Intelligent Capture Designer

Platform: Brainware
Product: Designer
Release: Foundation 23.1
License

Documentation Notice
What is Brainware Intelligent Capture Designer?
Users, Groups, and Roles
Specify the Administrator Password
Roles
About Groups
Add a Group
Delete a Group
Add a Role to a Group
Remove a Role from a Group
About Users
User Account Settings
Create a User
Delete a User
Assign a User to a Group
Remove a User from a Group
Change a Password
About Database Authentication
About Exporting and Importing Users Between Projects
Export Users and Groups
Import Users and Groups
About Exporting Users to the Database
Export Users and Groups to the BIC Database
About Users Imported by Script
Import Users and Groups Using the Security Update Feature
Windows Based User Authentication
About Windows Authentication
Enable Windows Authentication
Enable Windows Authentication for Web Verifier
About Windows User Import
Import Windows Users
Modes
About Modes
Document Input Selection Mode
About the Document Input Selection Mode
Switch to Document Input Selection Mode
Specify the Learn Set Location
Specify the Input Mode
Specify the Location of Batches
Input Type Directory
Create a Batch from Files in a Directory
Input Type Batch
Create a New Empty Batch
Rename a Batch
Change the Batch State
Change the Batch Priority
Close a Batch
Delete a Batch
Add a Folder
Rename a Folder
Delete a Folder
Add a Document to a Folder
Change the Document State
Delete a Document
Move a Folder to Another Batch
Move a Document to Another Folder
Input Type Learn Set
Display the Classification Learnset
Display the Extraction Learnset
Remove a Document form the Learn Set
Add a Document to an Engine
About Automatic Document Conversion During Import
Automatic Document Conversion Settings
Definition Mode
About the Definition Mode
Switch to Definition Mode
Modify the Processing Delay
About Non-Western Languages
Activate Multi-Byte Encoding for CJKT Languages
Enable Advanced Options for Additional Language Conversion Settings
Copy a Non-Western Language Phrase from a Document
Definition Mode User Interface
Project Properties
Display the Project Properties
Project Properties Pane
Class Properties
Display the Class Properties
Class Properties Pane
Field Properties
Display the Field Properties
Field Properties Pane
Normal Train Mode
About the Normal Train Mode
Switch to Normal Train Mode
Specify the Train Mode Settings
Train Mode User Interface
Verifier Train Mode
About the Verifier Train Mode
About Automatic Supervised Learning
Enable the Verifier Train Mode
Specify the Verifier Train Mode Settings
Switch to Verifier Train Mode
Train the Learn Set
Verifier Train Mode User Interface
Verifier Train Mode Toolbar
Runtime Mode
About the Runtime Mode
Switch to Runtime Mode
Specify the Runtime Mode Settings
About Parent Classes
Specify Compatibility Settings
Runtime Mode User Interface
Verifier Design Mode
About the Verifier Design Mode
Switch to Verifier Design Mode
Verifier Test Mode
About the Verifier Test Mode
Switch to Verifier Test Mode
Documents
What are Workdocs?
The Document Pane
Switch Between the Workdoc and the Page Definition View
Document Processing
About Learning
The Learning Toolbar
Compress a Learnset
About Highlighting
The Highlighting Toolbar
Print Documents
Projects
What are Project Files?
Open a Project created with an Earlier Version
Create a Project
About the GUI Character Set
Save a Project Without Learn Data
About the Save Compress Feature
Save Compress a Project
Open a Project
Version Control
Create a Project Version
Open a Project Version
Delete a Project Version
Client Keys
About Client Keys
Display the Client Keys
Create a Client
Delete a Client
Delete all Clients
Add a Root Key
Add a Child Key
Delete a Key
Specify a Value for a Key
Project Paths
About Absolute and Relative Directories in the Project
Enable Relative References
Copy a Project
About the Project Structure
About the Structure of Non-Associative Projects
Project Planning
About the Document Import Formats
About Document Classes
About Classification Engines
About Extraction Engines
About Verification
About Supervised Learning
About Document Export
Document Separation
About Document Separation
Prepare a Learn Set for Document Separation
Fields in the Document Separation Learn Set
Prepare a Project for Document Separation
Multipage Detection
About Multipage Detection
Prepare a Project for Multipage Detection
Classification
About Classification
About Advanced Classification
Enable Advanced Classification
Prepare Sample and Test Documents
Prepare the Project
About Classes
Create a Classification Tree
About Display Names
Specify a Display Name for a Class
Delete a Class
Rename a Class
Move a Class
About Classification Methods
Select Classification Methods
Project-Level Standard Classification
About Project-Level Parent Classification
About Project-Level Default Classes
Modify Project-Level Settings
Classification Interpretation
Class-Level Settings
About Class-Level Subtree Classification
About Class-Level Redirection
Modify the Class-Level Settings
About Stretching
About Calibration
Classification Learnsets
Create a Learnset
About Learnset Encryption
Learn Set Encryption Restrictions
Encrypt a Learnset
About Custom Encryption Keys
Apply a Custom Encryption Key
Correct a Learnset
About Manual Addition of Documents to a Learnset
Manually Add a Document to a Learnset
About Learning
Use the Learn Mode
Check the Learn Status of a Class
About the Brainware Classify Engine
Configure the Brainware Classify Engine
Restrict the Dictionary Creation
Create a View for the Brainware Classify Engine
About the Layout Classify Engine
Configure the Layout Classify Engine
About the ASSA Classify Engine
Configure the ASSA Classify Engine
About the Quality to Speed Relation
About the Brainware Layout Classification Engine
Configure the Brainware Layout Classification Engine
Modify the Extended Settings
Create a View for the Brainware Layout Classification
About the Forms Classify Engine
About Forms Classification
Configure the Forms Classify Engine
Create Reading Zones
Configure the Form Identifiers
Specify the Compare Method
Compare Methods
Colors in the Compare Text Column
About Global OCR Zones in Forms Classification
Set up a Shared OCR Zone
About the Phrase Classify Engine
About Search Phrases and Special Characters
About Candidates
About the Phrase Weight
About the Classification Value
Configure the Phrase Classify Engine
Add a Phrase
Edit a Phrase
Phrase Settings
Test a Phrase
Delete a Phrase
Export Phrases
Import Phrases
About the Language Classify Engine
Configure the Language Classify Engine
Create a New Language Assignment for a Class
About New Languages in the Standard Learnset
Create a Unicode Language Input File
Add a New Language to the Learnset
Exclude a Language from the Learn Set
Remove a Language from the Learn Set
Modify an Existing Language Learn Set
Check the Classification Results
About the Image Size Classification Engine
Configure the Image Size Classification Engine
About the Template Classify Engine
Engine-Level Absolute Results
About Classification Testing
Test the Classification in Definition Mode and Train Mode
Debug the Classification in Definition Mode and Train Mode
Classification Results
Display the Classification Matrix
Runtime Mode
Test the Classification in Runtime Mode
About the Classification Results in Runtime Mode
The Statistic View Tab
Create a Reference File
Modify a Reference File
Load a Reference File
Compare Classification Results
The Class Tree View Tab
Display the Class Tree View Tab
Classification Problems
Resolve OCR Problems
Resolve Learn Set Problems
Resolve Classification Problems
Recognition
FineReader OCR Engines
About FineReader Languages
Configure the FineReader OCR Engine
Kadmos 5 Engine
Configure the Kadmos 5 Engine
General Tab
Characters Tab
Preprocessing Tab
Position Tab
CloudOCR Engine
About Document Recognition with CloudOCR
About Regional Recognition with CloudOCR
Configure the CloudOCR Engine
Cairo OMR Engine
About OMR Zones
Create an OMR Zone
Configure the Cairo OMR Engine
FineReader11 Barcode Engine
Configure the FineReader11 Barcode Engine
QualitySoft Barcode Engine
Configure the QualitySoft Barcode Engine
Cleqs Barcode Engine
Configure the Cleqs Barcode Engine
Digit Booster Engine
About the OCR Field Level Digit Booster Engine
About Booster Evaluation by Script
Activate the Digit Booster Engine
Digit Booster Engine Options
Enable Extra Boosting
About Boosting Tables
About the Field-Level Digit Booster Candidate Evaluation
Data Extraction
About Data Extraction
About Threshold and Distance
Field Types
Create a Field
Create a Table Field
Specify a Display Name for a Field
Delete a Field
Check the Analyzed Table Content
Rename a Field
Specify the Analysis Engine
About Project-Level Recognition Settings
Modify the Project-Level Recognition Settings
Modify the Field-Level Recognition Settings
Specify the OCR Settings
About Despeckling
Line Extraction
About Line Extraction
Switch Between the Line Extraction Methods
Associative Search Engine
About the Associative Search Engine
About the Remote Matching Service
Configure the Associative Search Engine
Create a Local Search Pool
About CSV Import Files
Create an ODBC Data Source
Configure a Local Search Pool
Configure a Remote Matching Service
Configure the Advanced Settings
About Multi-Column Attribute Filtering
Disable Duplicate Record Suppression for Local Search Pools
Use the Associative Search Engine in Verifier
Brainware Table Extraction
About the Brainware Table Extraction Engine
About Learning Lines
About Learning Column Mapping
Pre-Train Brainware Table Extraction
Configure Brainware Table Extraction
Use the Derive Options in Child Classes
Generic Table Extraction
About Generic Table Extraction
About Column Labels
About Numeric Correlation of Columns
Configure Generic Table Extraction
Limitations
Display Names
About Display Names for Table Columns
Specify Display Names for Columns
Check Analysis Engine
About the Check Analysis Engine
Configure the Check Analysis Engine
Field Types
Payee Vocabulary List
About Vocabulary List Duplicates
About Vocabulary Keyword Search
Define the Vocabulary List in the UI
Define the Vocabulary List Using a Script
Extract the Remitter Information
Format Analysis Engine
About the Format Analysis Engine
Compare Methods
Designator Types
About Format Strings
Configure the Format Analysis Engine
About Testing
About the Rules for String Construction from Words
Define Rules for Words
Rules for String Construction from Words
Restrict the Analysis to Specific Areas
Table Analysis Engine
About the Table Analysis Engine
Switch Between the Table Analysis Engine and the Brainware Table Extraction Engine
About the Settings Table
Define the Settings Table
Column Labels and Formats
Define Column Labels and Formats
About Header and Footer Lines
Define Header and Footer Lines
About Column Layouts
Define the Column Layout
Determine the Top of the Table
About the Bottom of a Table
Determine the Bottom of a Table
About Graphical Lines
Comment Lines
Detect Comment Lines
About Field Inheritance
Use the Derive Options in Child Classes
About Column Mapping
Map Table Columns
About Table Mapping in a Script
Zone Analysis Engine
About the Zone Analysis Engine
About Reading Zones
Create a Reading Zone
Adjust a Reading Zone
About the Zone Properties
Modify the Zone Properties
Modify the Settings on the General Tab
Modify the Settings on the Preprocessing Tab
Modify the Settings on the Recognition Tab
Test the Zone
About Anchors
Create an Anchor
Modify the Anchor Properties
About the Anchor Type Fit to Text
Configure the Anchor Type Fit To Text
Assign an Anchor to a Reading Zone
Assign Reading Zones to a Field
Validation
About Validation
About the Standard Validation Engine
About Validation Settings
About the Force Validation Feature
Force Validation Settings
Modify the Force Validation Setting for a Project
About Derived Validation
About Validation Rules
About Document Validation
Validation Rules for Classes
About Validation Rules for Classes
Modify the Validation Settings for a Class
Modify the Validation Rule for a Class
Operators for Validation Rules
Functions for Validation Rules
About the ABS Function
Validation Rules for Fields
About Possible Limitations for Validating Fields
About Delayed Validation
Modify the Validation Rules for a Field
Modify the General Validation Rules for a Text Field
Modify the General Validation Rules for an Amount Field
Modify the General Validation Rules for a Date Field
Modify the General Validation Rules for a Check Box Field
Modify the General Validation Rules for a List Field
Modify the General Validation Rules for Table Fields
About Character Filtering
Predefined Replacement Characters
Modify the Character Filtering Settings
General Validation Settings
General Validation Settings for a Text Field
General Validation Settings for an Amount Field
General Validation Settings for a Check Box Field
General Validation Settings for a List Field
General Validation Settings for Table Fields
Output Formatting
About Output Formatting
Modify the Output Formatting Settings for a Date or an Amount Field
Output Format Validation Settings for an Amount Field
Output Format Validation Settings for a Date Field
Validation Templates
About Validation Templates
Create a Validation Template for Fields
Apply a Validation Template to a Field
Create a Validation Template for Classes
Apply a Validation Template to a Class
Modify a Field Template
Import a Field Template
Export a Field Template
Delete a Field Template
Rename a Field Template
Validation Scripts
About Validation Scripts
About Output Formatting in Scripts
Value Property for Simplified Scripting of Extended Validation Routines
Number of Invalid Fields
About the Number of Invalid Fields
Control the Number of Invalidated Fields
Evaluation
About Field Evaluation
Configure the Brainware Extraction Engine
Brainware Field Extraction Engine for Generic Field Extraction
Differences Between the Brainware Field Extraction Engine and the Brainware Extraction Engine
Configure the Brainware Field Extraction Engine
About Brainware Field Extraction Candidates in a Script
Usage and Notes
About Training Header Fields in Normal Train Mode
Train Header Fields in Normal Train Mode
About Learning the Extraction
About Creating Learnsets
Create Learnsets for all Fields in a Class
Create Learnsets for a Single Field
Improve the Learnset
Modify the Learnset
About Learning
Check the Learn Status of a Field
About Testing the Extraction
Test the Extraction in Definition Mode
About Test Results
Test the Extraction in Runtime Mode
Extraction Results in Verifier Test Mode
Extraction Optimization
Resolve Configuration Problems
Resolve Learnset Problems
Resolve OCR Problems
Extraction Retaining
About Extraction Retaining
Extraction Retaining Using Two Projects
Extraction Retaining Using a Script
Activate Extraction Retaining
Text Field Candidate Evaluation
Table Field Candidate Evaluation
Supervised Learning
About Supervised Learning
Considerations and Constraints for Supervised Learning Workflow
Apply the Supervised Learning Workflow
Example for a Supervised Learning Workflow
Train the Base Class
Establish Multiple Classification Results Using a Script
Training of Other Fields
About Creating Derived Document Classes
Create Derived Document Classes with the Supervised Learning Workflow
About the Supervised Learning Workflow Process
Add Supervised Learning to Brainware Layout Classification
Specify the Default Classification Result
ASE Pool Configuration
Options for Creating Derived Classes in Verifier
Verification
About Quality Assurance with Verifier
About Verification Projects
Configure the Project Validation Properties
About Creating Verification Forms
Verifier Design Mode User Interface
Verifier Design Mode Toolbars
Create an Empty Form
Create a Default Form for a Class
Create a Default Form for Each Class in the Project
Configure the Form Validation Properties
Display a Form
Display all Forms of the Project or a Class
Delete a Form
Delete all Forms
Form Elements
Add a Form Field
Add a Label
About Viewers
Add a Viewer
Add a Button
Define an Action
Delete an Element from a Form
Configure the Table Validation Properties
About Auto-Completion
About Smart Indexing
About Database Support for Smart Indexing
Configure Smart Indexing
Delete the Smart Indexing Definition
Hide the Classes, Forms, and Fields Panes
About Editing Text Fields
Verification Testing
About the Verifier Test Mode User Interface
Verifier Test Mode User Interface
Verifier Test Mode Color Coding
Modify the Settings for Force Validation
Modify the States for Designer Test Mode Document Routing
About Batch Renaming in Verifier
Enable the Allow Batch Renaming Feature
Use the Highlighting Options
Control the Document Display
Prepare Testing the Verification Form Layout
Test the Verification Form Layout
Test the Classes and their Assigned Forms
Prepare Testing the Validation Rules
Test the Validation Rules
Test Smart Indexing
Append or Replace Text in a Field
Insert Blocks of Text
About Testing Table Analysis
Test the Table Analysis
Correct the Table Structure
About Correcting Table Cells
Append or Replace Text in a Table Cell
Regular Expressions
What are Regular Expressions?
Literal Characters in Regular Expressions
Operators in Regular Expressions
Example: Find an Invoice Number
Example: Find a Date
Example: Find a Date with a Month Name
Example: Find an Email Address
Templates
About Reusing Project Settings with Templates
Create an Analysis or Evaluation Template for a Field
Use an Existing Template
Display the Available Templates
Modify a Template
Rename a Template
Delete a Template
Export Templates to Another Project
Import Templates from Another Project
Document Export
About Setting up the Document Export
Script Encryption
About Script Encryption
Activate Script Encryption
Debug an Encrypted Script
Decrypt a Project
Use Breakpoints in Encrypted Scripts
Bypass Debugging Issues
Define a Complex Sequence for Class Script Dependencies
Regional and Currency Settings
WinWrap
Checking the Installed WinWrap Version

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