Intelligent Capture for AP Best Practices

Intelligent Capture for AP

Platform: OnBase
Product: Intelligent Capture for AP
Release: Foundation 22.1
License

Documentation Notice
Overview
General Overview
Indexing Through Configuration
Indexing Through Training
Point and Shoot Indexing
Accuracy and Verification Features
Intelligent Capture vs. Advanced Capture
Applications
System Prerequisites
A Note for OnBase Solution Providers
Licensing
Installation
Requirements
General Requirements
Windows Service Host Requirements
OCR Processing Workstation Supported Operating Systems
Licensing
Pre-Installation
OnBase Products
Hyland OCR Engine
Additional Information
OnBase Application Server
Unity Client
Batch Import Modules
Bar Code Recognition
OnBase Configuration
OnBase Service Account
Installation
Command Line Switches
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
Upgrade Considerations
Intelligent Capture for AP Upgrade Considerations
Troubleshooting
Common Issues
Automatic scan queue processes are not being performed.
ERP System vendor data is locked.
Error Logging
Contacting Support
Data Capture Server Overview
Introduction
Licensing and OCR Worker Processes
Institutional Licenses
Batch Licenses
Assigning Units to a Workstation
Volume-Based Site Licenses
Multiple Data Capture Servers
Data Capture Server Installation
Installation Requirements
Microsoft Visual C++ Requirements
Hyland OCR Engine Requirements
Pre-Installation
Hyland OCR Engine
Additional Information
Bar Code Processing
Installation
Installing the Hyland OCR Engine
Installing the Data Capture Server
The Hyland Data Capture Server x64 Setup Wizard
Command Line Installation
Features and Property Names
Feature Names
Property Names
Installing the Data Capture Configuration Tool
The Hyland Data Capture Configuration Setup Wizard
Command Line Installation
Features and Property Names
Feature Names
Property Names
Change, Repair, or Remove an Installation
Post-Installation
The Hyland.DataCapture.Configuration.exe.config File
The Hyland.DataCapture.Configuration Element
The Hyland.DataCapture.Server.exe.config File
The configSections Element
The appSettings Element
The Hyland.Diagnostics Element
The Hyland.DataCapture.LoggingConfiguration Element
The Hyland.DataCapture.Server Element
GeneralSettings Sub-Element
OcrSettings Sub-Element
InteractiveDataCaptureSettings Sub-Element
FullPageOCRSettings Sub-Element
IntelligentCaptureAPSettings Sub-Element
IntelligentClassificationSettings Sub-Element
FullTextOCRSettings Sub-Element
AdvancedCaptureSettings Sub-Element
BarCodeRecognitionSettings Sub-Element
ImageProcessingSettings Element Attributes
XMLImportSetting Sub-Element
The Startup Element
The Runtime Element
The Hyland.DataCapture.Server.Properties.Settings Element
The baseAddresses Element
ADO.NET Connection Strings
Connection String Components
Name
ConnectionString
SQL Server Connection String Tokens
Oracle Connection String Tokens
ProviderName
Connection String Examples
SQL Server Examples
Oracle Examples
Managing Connection Strings Using The Web Application Management Console
Creating a Connection String
Modifying a Connection String
Deleting a Connection String
Application Server Web.config Settings
DataCaptureServerWCFEndpointAddress
Configuration
Configuration Overview
OCR and Document Type Configuration
Scan Queue Configuration
Routing Batches to the ICAP Processing Queue
Scan Queue Configuration for a Standard Capture Process
Scan Queue Configuration for a Custom Capture Process
Enabling a Scan Queue to Use the Capture Process Designer
Configuring Intelligent Capture for AP in a Custom Capture Process
Navigating Only Between Suspect Keyword Values
Navigating in a Standard Capture Process
Navigating in a Custom Capture Process
Assigning Document Types to Scan Queues
Keyword Type Configuration
Configuring Keyword Types for Additional Verification
Requiring Keyword Values for Archival
Requiring Keyword Values to Match Data Set Values
Configuring Keyword Types for International ICAP Processing
User Group Configuration
Granting User Groups Rights to Training
Granting User Groups Rights to the Data Capture Configuration Tool
Configuring the Intelligent Capture for AP Engine
Uploading and Configuring Vendor Data
Setting Up a Solution
Setting Up an ERP System
Mapping AP Data Types
Reserved Capture Data Types
Importing Vendor Data From a File
Configuring a Scheduled Vendor Import Process
Creating a Vendor Import Configuration File
Creating a VB Script
Scheduling a Vendor Import Process
Modifying Vendor Data
Modifying Vendor Identifiers
Deleting Learned Data
Importing/Exporting Vendor Data Across Different Systems
Importing Vendor Data into a System
Exporting Vendor Data From a System
Managing Scan Queues
Managing the Regular Expression Library
Editing Default Regular Expressions
Creating Custom Regular Expressions
Editing Custom Regular Expressions
Deleting Custom Regular Expressions
Primary and Secondary AP Document Types
Intelligent Capture for AP Best Practices
Recommended Best Practices
General Information
Recommended Standards for OCR Processing
OCR vs. AutoFill Keyword Sets
Indexing Date Keywords
Configuration
AutoFill Keyword Set Configuration
Keyword Type Configuration
Common AP Keyword Types
Common Single-Instance Keyword Types
Common Multi-Instance Keyword Types
Keyword Type Group Configuration
Allow Null Values
Scan Queue Configuration
Data Capture Configuration
Training the Intelligent Capture for AP Engine
Configuring Regular Expressions
Installation
The Hyland.DataCapture.Server.exe.config File
Regular Expressions
Regular Expressions Overview
Commonly Used Characters
Commonly Used Regular Expressions
Personal Information
Higher Education
General Examples
Usage
Definitions
Suspect Level
Index Verification
Indexing Overview
Training Overview
Performing Intelligent Capture for AP
Indexing Batches
Performing Index Verification
Performing Line Item Extraction Verification
Training for Line Item Extraction
Mapping Keyword Type Names to Column Headers
Mapping Extracted Column Values to Keyword Types
Merging Columns
Splitting Columns
Reviewing the Extraction Summary
Point and Shoot Indexing
Performing Point and Shoot Indexing
A Note About Single and Double-Byte Characters
Administration
Viewing Verification Reports
Batch Intelligent Capture for AP Verification Reports
Intelligent Capture for AP Configuration Verification Reports
System Interaction
AutoFill Keyword Sets
External AutoFill Keyword Sets
Document Type Level vs. Keyword Type Level AutoFill Keyword Sets
Primary Keyword Values Identified via Intelligent Capture for AP
Primary Keyword Values Requiring Index Verification
Multiple Instances of Secondary Keyword Values
Multiple Instances of an AutoFill Keyword Set with the Same Primary Keyword Value
Creating AutoFill Keyword Sets via Intelligent Capture for AP

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