PDF Input Filter Best Practices

PDF Input Filter

Platform: OnBase
Product: PDF Input Filter
Release: Foundation 23.1
License: Standard; Essential; Premier

Documentation Notice
Overview
Introduction
Applications
Upgrading to OnBase Foundation 23.1
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Upgrade Considerations
Pre-Installation
File Formats and Preprocessors
Licensing
Required Files
Registration
Installation
Command Line Switches
Applying the –SCHED Switch
Applying the -SBCLIENT Switch
.INI Options
SetPagetoZero
Process Tuning Parameters
Process Tuning
Lock Disk Group During Processing
Document Handle Block Size
System File Name Block Size
Keyword Block Size
Keyset Block Size
Checks Per File
Status Window Update Interval
Backup/Recovery
Backup
Configuration
Registry Settings
External Files
Module related .INI Options
Recovery
Configuration
Registry Settings
External Files
Module-Related INI Options
Registration
Additional Steps:
Directory Structure
Reports
Troubleshooting
Common Questions
Incomplete Process Batches
Common Errors
Product Licensing and Registration Errors
Disk Group Not Found
Maximum Volumes Reached
Database Connection Errors
Verification Report Errors - Process Option Disabled
Verification Report Errors - Unidentified Documents
Maximum Items in Queue
Parse File Settings
When Attempting to Add a New ID String, an Error is Displayed and the OnBase Client Unexpectedly Closes
File Collisions
Cannot Back Up Files
Contacting Support
Configuration
Prequalify Your Import Index File
Visual PDF Input Process Format Configuration
Overview
Creating the Process Format Name
Identifying the Sample File and Process Paths
The Processing Tab
Download and Process
Download Protocol
FTP Download Considerations
Using FTP with No Download
Preprocess Options
Configure a Preprocessor
Set a Backup Path
Other Processing Options
The Options Tab
The Advanced Tab
Assigning Document Types
Identifying the Document ID String
Modifying the Document ID String
Stripping Pages from the PDF File
Identifying Keyword Types and Tags
Keyword Ranges and Page Keyword Ranges
Modifying Keyword Ranges
Tag Ranges and Page Tag Keyword Ranges
Modifying Tag Strings
Defining Continuation
Testing and Evaluating the PDF Input Process Format
Testing the Process Format
Evaluating the Process Format
Multi-Instance Keyword Type Groups and PDF Input Filter
Currency Formatting Options
Date Formatting
Date Formatting Options
PDF Input Filter Configuration Export/Import
Export Process
Import Process
User Group Rights
COLD Text Settings
Configuring Processor Notifications
Configuring a Processor Notification Group
Configuring a Processor Notification
Configuring the Distribution Service
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
Scheduling a Commit
PDF Input Filter Best Practices
PDF Input Filter Best Practices Overview
Usage
Use a Dedicated Processing Workstation
Use Unique Accounts for Processing
Name the OnBase Client Executable
Run OnBase as a Service
Store Files on the Processing Workstation
Update Process Tuning Parameters
System Administration & Maintenance
Commit Batches Regularly
Purge Incomplete Process and Incomplete Commit Queues
Periodically Check to Ensure Processes are Accurate
View Verification Reports
Configure a Document Type for Extraneous Data
Review the SYS-Unidentified Items Document Type
Ensure Temporary Disk Space is Sufficient
Monitor Disk Group Space and Database Size
Maintain Processing Queues
Maintain Backup Locations
Configuration
Settings
Processing Tab
Download and Process Section
Preprocess Options Section
Options Tab
Add Documents to Workflow Option
Document Types
Document Fields
Audit the Root Directory
Test all New Process Formats
Installation
Workstation Location
Licensing
Usage
Usage Overview
Registering a Workstation
Verifying and Revoking Workstation Registrations
Clearing Excess Workstation Registrations
Workstation Cleanup
View Current Users
Initiating Processing
File Formats According to Process
COLD Process Formats
Initiating a COLD Process Format Manually
Scheduling a COLD Process Format
COLD Process Jobs
Initiating a Process Job Manually
Scheduling a COLD Process Job
Processing Batches
Performing Batch Processing Functions from the Batch Level
Performing Batch Processing Functions from the Document Level
Batch Processing Options
Verifying the Process
Locating a Batch
Committing a Batch
Purging a Batch
Processing and the Verification Report
Performing A Custom Process
Run a Process
Retrieving and Viewing PDF Input Filter Documents
System Administration and Preventive Maintenance
Regular Committing of Batches
Incomplete Process and Incomplete Commit Queues
Run Configuration Reports
Ensure Processes are Accurate
Check Daily Verification Reports
View Batch History
Batch History
Generating a Document History Report
View SYS Unidentified Items
Ensure Temporary Space is Sufficient
Monitor Disk Group Space
Monitor Database Space
Clean Up Queues
Maintain/Clean Up Data Backup Areas
System Interaction
Security
Application Enabler
Digital Signatures
Document Distribution
Document Retention
Exception Reports
Host Enabler
Image Statements
Print Distribution
Web Server
Workflow
The Importance of Verification Reports
What is a Verification Report?
Why Incorporate Verification Reports into the Processing Procedure?
What Can a Verification Report Identify?
Errors Concerning Keywords
Errors Concerning Identifying Documents
Inaccurate Number of Documents and Pages
How Do You Access a Verification Report?
Opening a Verification Report from a Batch
Opening a Verification Report from the Document Search Results List
Can a Verification Report be Added to a Workflow Life Cycle?
Can Multiple Processes be Added to a Single Verification Report?
Using the AFP Customize Fonts
Accessing AFP Customize Fonts
Modifying existing customizations
Adding CSDEF
Adding CPDEF
Adding FGID
Adding ICODED
Adding Metric
Using a Font Override File

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