Automated Redaction Best Practices

Automated Redaction

Platform: OnBase
Product: Automated Redaction
Release: Foundation 22.1
License: Premier; Standard; Essential

Documentation Notice
Overview
Introduction
Key Benefits
Applications
System Prerequisites
Licensing
Simplified Licensing
Legacy Licensing
Optional Licensing
Installation
Requirements
General Requirements
Licensing
Pre-Installation
Hyland OCR Engine
Additional Information
Installation
Command-Line Switches
Running the OnBase Client in Scheduler Mode
-SCHED
-SCHEDINST
INI Options
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
Troubleshooting
Common Automated Redaction Issues
OCR Processing Timeout Period
Specific Documents Repeatedly Cause Automated Redaction to Fail
Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
Error Messages
Contacting Support
Configuration
Configuring Your OnBase Solution for Automated Redaction
Configuring User Groups for Automated Redaction
Giving a User Group the Automated Redaction Product Right
Giving User Groups Rights to the Pending Automated Redaction Note Type
Configuring Document Types for Redactions
Storing Redacted Documents in the Same Document Type as the Original Document
Storing Redacted Documents in a Different Document Type than the Original Document
Storing Redacted Documents as Revisions of the Original Document
Storing Redacted Documents as Replacements of the Original Documents
Ensuring that Documents Meet Standards for OCR Processing
Configuring Automated Redaction
Creating/Configuring an Automated Redaction Dictionary
Creating a Dictionary
Configuring a Dictionary
Assigning the Dictionary to a Document Type
Specifying the Values to be Redacted for the Dictionary
Adding a Text String Value to a Dictionary
Adding a Regular Expression Value to a Dictionary
Adding a Keyword Type to a Dictionary
Adding a Text File to a Dictionary
Deleting a Dictionary
Creating/Configuring an Automated Redaction Process
Creating an Automated Redaction Process
Configuring an Automated Redaction Process
Assigning Document Types to an Automated Redaction Process
Configuring the Automated Redaction Process Settings
Deleting an Automated Redaction Process
Automated Redaction and Advanced Capture
Overview
Incorporating Automated Redaction into Advanced Capture
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
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
Regular Expressions
Regular Expressions Overview
Commonly Used Characters
Commonly Used Regular Expressions
Personal Information
Higher Education
General Examples
Automated Redaction Best Practices
Recommended Best Practices
General Information
Recommended Standards for OCR Processing
General Usage
OCR vs. AutoFill Keyword Sets
Licensing for a Processing Workstation
Configuration
Configuring Document Types to Allow Redactions
Configuring Regular Expressions
Scheduling Automated Redaction Processes
Scheduled Automated Redaction Backfile Processes
Usage
Getting Started
Definitions
Backfile
Day Forward
Dictionary
Process
Value
Registering the Workstation
Performing Automated Redaction
Ad Hoc Automated Redaction
Initiating Ad Hoc Automated Redaction
From the Document Search Results List
From the Document Imaging Window
From an Open Document
Automated Redaction Processes
Initiating an Automated Redaction Process
Manually Initiating an Automated Redaction Process
Manually Reprocessing an Automated Redaction Process
Automated Redaction via an Advanced Capture Process
Performing Automated Redaction Review
The Automated Redaction Review Window
Reviewing Documents
Manually Adding Redactions to Documents
Creating a Redacted Document
System Interaction
Advanced Capture
EDM Services
VB Scripting

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