Installation

Advanced Capture

Platform: OnBase
Product: Advanced Capture
Release: Foundation 24.1
License: Standard; Essential; Premier

Documentation Notice
Overview
Introduction
Advanced Capture
Point and Shoot Indexing
Applications
System Prerequisites
Licensing
Simplified Licensing
Additional Licensing
Installation
Requirements
General Requirements
Licensing
Pre-Installation
Hyland OCR Engine
Additional Information
Bar Code Processing
Installation
Command Line Switches
Auto-Processing Switches
-SCANAUTOINDEX
-SCANAUTOQUEUE
AutoProcessDelay INI Setting
INI Options
System
OCRLocation
OCRRestartLimit
Scan
AutoProcessDelay
AutomatedIndex
Diagnostic
AnalysisMin
AnalysisMax
MinProcessHeight
INI File
Location
INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment
Editing the INI File
Backup/Recovery
Backup
Configuration
Registry Settings
External Files
Module-Related INI Options
Additional Steps
Recovery
Configuration
Registry Settings
External Files
Module-Related INI Options
Registration
Additional Steps
Upgrade Considerations
Advanced Capture Upgrade Considerations
Troubleshooting
Common Issues
Process Locks
Advanced Capture & AutoFill Keyword Sets
Contacting Support
Configuration
Configuration Overview
OCR and Document Type Configuration
Working With AutoFill Keyword Sets in Advanced Capture
Ad Hoc Advanced Capture
Batch Advanced Capture
Point and Shoot Indexing
Creating AutoFill Keyword Sets via Advanced Capture
Configuring Point and Shoot Indexing
A Note About Single and Double-Byte Characters
Configuring Advanced Capture
Configuring Advanced Capture Forms for Institutional Databases
Using Advanced Capture Forms with Institutional Databases
Testing Advanced Capture Forms
Performing Advanced Capture Processes
Granting User Groups Rights for Configuration and Processing
Configuring Advanced Capture Forms
Accessing the Advanced Capture Configuration Window
Opening the Advanced Capture Configuration Window from the Client
Opening the Advanced Capture Configuration Window from the Document Imaging Window
The Advanced Capture Configuration Window
The Form Configuration Pane
The Result Verification Pane
The Document Viewer
The Forms Toolbar
The Batch Documents Pane
The Tools Pane
Defining Advanced Capture Forms
Creating a New Advanced Capture Form
Assigning Existing Advanced Capture Forms to Documents in the Batch
Modifying or Deleting a Form
Modifying a Form
Form Definition Options
Common Options
Create/Assign Form Options
Modify Form Options
Additional Information on Form Definition Options
Configuring Document Breaks
Specifying Advanced Capture Form Availability by Document Type
Configuring Scan Queue or Keyword Value Rules for a Form
Configuring Keyword Lookup/Replace Dictionaries
Creating a Keyword Lookup/Replace Dictionary Entry
Adding or Modifying/Deleting a Keyword Lookup/Replace Dictionary Entry
Configuring Lookup Text for a Form
Configuring Image Processing Operations
Configuring Cleanup Operations
Configuring Color Removal
Configuring Line Removal
Restricting Form Modification Rights By User Group
Showing or Hiding Image Processing Operations
Updating the Archetype Document
Modifying Form Configuration Options for a Document Type
Configuring a Form Identification Zone
Configuring a Text Value Form Identifier
Configuring an Image Match Form Identifier
Modifying or Analyzing a Form Identification Zone
Modifying or Analyzing Overlapping Zones
Configuring A Data Field Zone
Configuring a Text Data Field Zone
Creating an Entire Page Zone for Find by Tag/Expression
Configuring a Line Item Extraction Data Field Zone
Configuring Line Item Extraction in Automatic Table Decomposition Mode
Configuring Line Item Extraction in Manual Table Decomposition Mode
Configuring a Text Extraction Column
Configuring a Signature Detection Column
Additional Line Item Extraction Configuration Options
Configuring a Grouped Line Item Extraction Data Field Zone
Identifying Keyword Values from Line Item Data
Configuring a Text Extraction Column
Configuring a Signature Detection Column
Identifying Keyword Values Using Tags or Regular Expressions
Configuring Additional Grouped Line Item Extraction Options
Configuring an Optical Mark Data Field Zone
Configuring a Signature Detection Data Field Zone
Configuring a Snippet Data Field Zone
Modifying or Analyzing a Data Field Zone
Modifying or Analyzing Overlapping Zones
Changing the Data Field Zone Processing Order
Configuring a Page Registration Zone
Configuring a Page Registration Zone to Use a Text Value
Configuring a Page Registration Zone to Use an Image Match
Modifying or Analyzing a Page Registration Zone
Modifying or Analyzing Overlapping Zones
Configuring Multiple Form Identification or Page Registration Zones for Scaling
Limitations and Requirements for Scaling
The Regular Expression Library
Editing Default Regular Expressions
Creating Custom Regular Expressions
Configuring Regular Expressions From a Text Field
Importing/Exporting Advanced Capture Forms
Importing Advanced Capture Forms
Resolving Form Template Collision
Reconciling Configuration References
Exporting Advanced Capture Forms
Configuring Form Definition Groups
Advanced Capture Form Order Analysis
Advanced Capture Form History Analysis
Granting Configuration Rights to Additional User Groups
Updating Multiple Form Definitions
Generating Configuration Reports
Configuring XML Renditions
Testing Advanced Capture Forms
Viewing Document History
Batch History
Generating a Document History Report
Configuring Advanced Capture to Use Intelligent Character Recognition
Limitations of Intelligent Character Recognition
Improving the Accuracy of Intelligent Character Recognition
Configuring a Scan Queue for Advanced Capture
Disabling Images of Keyword Values from Displaying During Indexing
Disabling Automatic Keyword Value Zoom
Navigating Only Between Suspect Keyword Values
Navigating in a Standard Capture Process
Navigating in a Custom Capture Process
Configuring Automatic Advanced Capture Processes
Automating Advanced Capture at the Scan Queue Level
Automating Advanced Capture via a Scheduled Process
Automating Advanced Capture via a Command Line Switch
Exiting the Advanced Capture Form Configuration Interface
System Interaction
Automated Redaction
Document Imaging
Orientation Detection & Automatic Page Rotation
Appending Documents to Existing Documents
EDM Services
Intelligent Character Recognition (ICR)
Limitations of Intelligent Character Recognition
Improving the Accuracy of Intelligent Character Recognition
Unity Client
Web Client
Workflow
Virtual Print Driver
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
Legacy Licensing
Legacy Licensing Introduction
Overview
Additional Licensing
Advanced Capture Best Practices
Recommended Best Practices
General Information
Recommended Standards for OCR Processing
Recommended Standards for ICR Processing
Date Strings
When Documents Can Be Modified
When Documents Cannot Be Modified
OCR vs. AutoFill Keyword Sets
Usage
Advanced Capture
Ad Hoc Advanced Capture
Batch Advanced Capture
Performing Point and Shoot Indexing
Configuration
Advanced Capture Form Configuration
Keyword Type Masking
Regular Expressions
Regular Expressions Overview
Commonly Used Characters
Commonly Used Regular Expressions
Personal Information
Higher Education
General Examples
Usage
Usage Overview
Advanced Capture
Performing Ad Hoc Advanced Capture
From the Document Search Results List
From an Open Document
From the Document Imaging Window
From the Import Document Dialog Box
From a Folder
From a Workflow Queue
From the Virtual Print Driver
Performing Batch Advanced Capture
On a Newly Imported Batch
Resolving In-Progress Batches
Index Verification
On Documents Queued for Ad Hoc Advanced Capture
Keyword Considerations
Keyword Type Masking
Default Keyword Values
Point and Shoot Indexing
Performing Point and Shoot Indexing
A Note About Single and Double-Byte Characters

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