Professional Documents
Culture Documents
TeleForm
Administration Guide
Version 10.5
Document Revision 0
04 November 2011
Copyright Notice
Notice
This documentation is a proprietary product of Autonomy and is protected by copyright laws and international treaty. Information in this
documentation is subject to change without notice and does not represent a commitment on the part of Autonomy. While reasonable efforts have
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This documentation may use fictitious names for purposes of demonstration; references to actual persons, companies, or organizations are
strictly coincidental.
04 November 2011
Contents
Procedures ....................................................................................................................................19
Preface ............................................................................................................................................23
Documentation Updates...............................................................................................................23
Conventions .................................................................................................................................23
Notational Conventions .........................................................................................................24
Command-line Syntax Conventions ......................................................................................25
Notices ..................................................................................................................................26
Related Documentation................................................................................................................26
Autonomy Product References ....................................................................................................26
Autonomy Customer Support .......................................................................................................27
Contact Autonomy........................................................................................................................27
Contents
Chapter 2
Prepare for Installation ........................................................................................................... 39
Overview ..................................................................................................................................... 40
System Requirements ................................................................................................................. 40
OS and Hardware Wizards ................................................................................................... 41
VMWare Support .................................................................................................................. 41
Server Hardware .................................................................................................................. 42
Domain Controllers ........................................................................................................ 42
Web Server for Web Capture Option ............................................................................. 42
Workstation Hardware .......................................................................................................... 43
Workstation Limits ......................................................................................................... 43
Run Reader and AutoMerge Publisher as Services ....................................................... 44
Remote Capture Station Workstations ........................................................................... 44
Web Capture Option Workstations ................................................................................. 45
Network Requirements ......................................................................................................... 45
Network Protocols .......................................................................................................... 46
LDAP ............................................................................................................................. 46
MS SQL Database....................................................................................................................... 46
Non-TeleForm Software Installation ............................................................................................ 46
Installation Permissions and Operating Rights ............................................................................ 47
Mapped Drives and UNC Paths................................................................................................... 47
Software Compatibility ................................................................................................................. 48
Microsoft Office 2007 ........................................................................................................... 48
Chapter 3
Install TeleForm ......................................................................................................................... 49
Preliminary Steps ........................................................................................................................ 49
Other Installation Instructions ...................................................................................................... 50
Remote Capture and Web Capture Options .................................................................. 50
Connect Agents ............................................................................................................. 50
Intelligent Classification Server ...................................................................................... 50
Create Windows Users for TeleForm........................................................................................... 50
Create Windows Administrator ............................................................................................. 51
Contents
Chapter 4
Upgrade and Migrate ................................................................................................................ 61
Upgrade Versus Migrate ..............................................................................................................61
Upgrade TeleForm .......................................................................................................................62
Check Your Current Version .................................................................................................62
Check Your System Requirements .......................................................................................63
Stop TeleForm Processing ...................................................................................................63
Back Up Data ........................................................................................................................63
Install TeleForm 10.5 to Your Existing TeleForm Server .......................................................64
Install TeleForm Workstations ..............................................................................................64
Migrate TeleForm.........................................................................................................................65
Install TeleForm Server .........................................................................................................65
Install One TeleForm Workstation .........................................................................................65
Restore Settings From Older TeleForm System ...................................................................66
Install Remaining TeleForm Workstations .............................................................................67
Contents
Chapter 5
Connect Modules to Multiple TeleForm Systems......................................................... 69
Configured Per Module................................................................................................................ 70
TeleForm System dialog box ....................................................................................................... 70
Add a TeleForm System ....................................................................................................... 71
Batch Routing .............................................................................................................................. 72
Chapter 6
Manage Licenses ...................................................................................................................... 75
Introduction to License Codes ..................................................................................................... 75
Licensed Modules ................................................................................................................ 76
Unlicensed Modules ............................................................................................................. 76
Licensed Options ................................................................................................................. 76
Using License Manager ............................................................................................................... 76
View License Information ..................................................................................................... 76
View License Specifics ......................................................................................................... 77
Delete a License .................................................................................................................. 77
Add a New License Code ..................................................................................................... 78
Chapter 7
TeleForm Remote Verification ............................................................................................. 79
Overview ..................................................................................................................................... 79
System Requirements ................................................................................................................. 80
Installation Process ..................................................................................................................... 80
Install Software Prerequisites ............................................................................................... 81
Log Off Users ....................................................................................................................... 81
Install TeleForm to XenApp Server ...................................................................................... 81
Upgrade TeleForm on Citrix XenApp........................................................................................... 82
Administration ............................................................................................................................. 83
Citrix Delivery Services Console .......................................................................................... 83
Confirm the Session Station Name ...................................................................................... 83
Use TeleForm Control Center to Delete Stations ................................................................. 84
TeleForm License Errors ...................................................................................................... 84
Chapter 8
Security ......................................................................................................................................... 85
Overview ..................................................................................................................................... 85
Enterprise Security Options .................................................................................................. 86
Purpose of Security ..................................................................................................................... 86
Contents
Contents
Contents
Don't allow a batch to be committed until it is in the 'Ready to be committed' state ......125
When mapping fields, only allow compatible types .......................................................125
Global System > Read Only Tab ........................................................................................125
Global System > Resource Checker Tab ............................................................................126
Option ...........................................................................................................................127
Check every _ seconds ................................................................................................128
Disk level ......................................................................................................................128
Memory level ................................................................................................................128
Retry .............................................................................................................................128
Local System tab........................................................................................................................129
Designer Tab .............................................................................................................................130
Designer > Local Tab ..........................................................................................................130
Create a New form at startup .....................................................................................130
Sticky cursors ...............................................................................................................130
Show full grid ................................................................................................................131
Show Form ID and state in title .....................................................................................131
Existing form background color ....................................................................................131
Spell check language ...................................................................................................131
Spell Checking Options ................................................................................................131
Master selection color ...................................................................................................131
Group selection color ....................................................................................................132
Selection handle size ....................................................................................................132
Designer > Advanced Tab ..................................................................................................132
Form ID Assignment .....................................................................................................133
Designer > Defaults Tab .....................................................................................................133
Reader Tab ................................................................................................................................134
Reader > Local Tab ............................................................................................................135
Tasks ...........................................................................................................................135
Load Engines at Startup. ...........................................................................................136
Do evaluations in background thread .......................................................................136
Display All Evaluation Zones .....................................................................................136
Reader > Identification Tab .................................................................................................137
Existing/VersiForm confidence .....................................................................................137
Limit ..............................................................................................................................138
Check for Flipped Forms ..............................................................................................139
Enable NCS style forms ...............................................................................................139
Use Drop-In identification .............................................................................................139
Evaluate all forms as ....................................................................................................140
Evaluate NonForms as .................................................................................................140
Contents
10
Contents
Chapter 10
Remote Capture Option ........................................................................................................ 167
Important Remote Capture Station Concepts.............................................................................167
Remote batch directory .......................................................................................................168
Synchronization directory ....................................................................................................168
DSS Files ............................................................................................................................168
Remote Capture Stations and TeleForm ....................................................................................168
Configuration Steps....................................................................................................................169
Add a Remote Capture Station License ..............................................................................170
11
Contents
Chapter 11
Web Capture Option .............................................................................................................. 179
Web Capture Stations and TeleForm ........................................................................................ 179
Web Capture Concepts ............................................................................................................. 180
Concurrent Users ......................................................................................................... 181
DSS Files ..................................................................................................................... 181
Data Transfer Methods ................................................................................................ 181
Web capture directory .................................................................................................. 183
Synchronization directory ............................................................................................. 183
Firewall ........................................................................................................................ 184
Install the Web Capture Server.................................................................................................. 185
Older Files .......................................................................................................................... 186
Net 2.0 / FIPS Requirement ............................................................................................... 186
Install the Web Capture Server .......................................................................................... 187
Create Directories ........................................................................................................ 188
Configure The Web Capture Server ............................................................................. 189
Choose Reader Stations .............................................................................................. 190
Configure the Web Capture Connect Agent ................................................................. 191
Configure Synchronization Directory ............................................................................ 192
Install the Web Capture Client ................................................................................................... 194
Manage the Web Capture Option .............................................................................................. 194
Synchronize Job Settings ................................................................................................... 194
Limit Web Capture Job Settings ......................................................................................... 195
Web Settings Tab ........................................................................................................ 196
Job Properties Dialog Box ........................................................................................... 196
Web Capture Server Administration ................................................................................... 197
Configuration Settings Page ........................................................................................ 198
License Info Page ........................................................................................................ 199
Session Info Page ........................................................................................................ 200
12
Contents
Chapter 12
Customize Verifier for Your Operators............................................................................ 203
Access Configuration Controls ...................................................................................................204
Correction Options .....................................................................................................................206
Field Character Threshold Options .....................................................................................206
Keyboard Options ......................................................................................................................207
Form Mode Options ..................................................................................................................209
Correction Options Tab .......................................................................................................210
Appearance Tab .................................................................................................................211
Image Positioning Tab ........................................................................................................212
Image Positioning .........................................................................................................212
Default Image Scaling ..................................................................................................212
Field Mode Options ....................................................................................................................213
General Options Tab ..........................................................................................................213
Appearance Tab .................................................................................................................214
Character Mode Options ............................................................................................................215
General Options Tab ..........................................................................................................215
Appearance Tab .................................................................................................................217
Manage Confusable Characters in Character Mode .....................................................217
Add Extended Characters ............................................................................................219
Restore Default Character Exclusion Settings ..............................................................220
13
Contents
Chapter 14
Maintain System Performance ........................................................................................... 251
General Maintenance Tips......................................................................................................... 251
Run Windows Utilities ................................................................................................................ 252
Use the Purge Log..................................................................................................................... 252
Manual Purge With the Purge Log ..................................................................................... 253
Scheduled Purges .............................................................................................................. 253
Purge Events ..................................................................................................................... 254
Completed Tracking Records ...................................................................................... 254
Stored Images ............................................................................................................. 255
Other Events ................................................................................................................ 255
Use Database Utilities ............................................................................................................... 255
Archive Images.......................................................................................................................... 256
Delete Old Image Zone Files ..................................................................................................... 257
14
Contents
Chapter 15
Revision Control ...................................................................................................................... 259
Prerequisites ..............................................................................................................................260
Set Up Revision Control With SourceSafe .................................................................................260
Configure SourceSafe .........................................................................................................261
Enable TeleForm Security ..................................................................................................261
Configure TeleForm ............................................................................................................262
Revision Control Tasks ..............................................................................................................264
Precautionary Notes ...........................................................................................................266
Use Revision Control in TeleForm..............................................................................................266
Revision Control in Designer ..............................................................................................266
Revision Control in the Shape Library .................................................................................268
Revision Control Tasks .......................................................................................................268
Add Items to Revision Control ............................................................................................269
Add form folders to revision control ..............................................................................269
Previously Removed Files ............................................................................................270
Check out ...........................................................................................................................270
Undo check out ............................................................................................................271
Check in ..............................................................................................................................271
Difference ...........................................................................................................................272
History ................................................................................................................................272
Validate Files ......................................................................................................................273
Validate Command .......................................................................................................273
Remove from Revision Control ...........................................................................................275
Remove forms and library files from revision control ....................................................275
Remove Folders from Revision Control ........................................................................275
Chapter 16
Analyze Form Design ............................................................................................................ 277
Overview ...................................................................................................................................278
Form Statistics ....................................................................................................................279
General Procedure for Analyzing Form Design ...................................................................279
Analyze Your Forms on an Application Level .............................................................................280
Readers ........................................................................................................................280
Verifiers ........................................................................................................................280
Viewing Evaluation Statistics for Your Forms ...............................................................281
Reader Chart ................................................................................................................282
Verifier Charts ..............................................................................................................283
View Verification Statistics for Your Form .....................................................................286
15
Contents
Chapter 17
Analyze Your System Throughput ................................................................................... 295
Overview of Throughput Analysis .............................................................................................. 296
General Procedure for Analyzing Throughput............................................................................ 296
Analyze Throughput on a Global Level ...................................................................................... 297
View Your Global Statistics ................................................................................................ 298
View Your License Statistics .............................................................................................. 300
Analyze Throughput on an Application Level............................................................................. 301
View Your Reader Station Statistics ................................................................................... 301
View Verifier Statistics ........................................................................................................ 303
Analyze Throughput on a Batch Level ....................................................................................... 308
Available Workload Statistics ............................................................................................. 309
View Batch Statistics .......................................................................................................... 310
View Batch Chart ............................................................................................................... 311
Generate System Throughput Reports ...................................................................................... 313
Available Reports ...................................................................................................................... 314
Crystal Reports Controls .................................................................................................... 315
System Performance Report ..................................................................................................... 316
User Performance Report.......................................................................................................... 318
Verifier Productivity Charts ........................................................................................................ 321
Batch Summary Report ............................................................................................................. 323
Form Evaluation Summary Report............................................................................................. 324
Form Correction Summary Report............................................................................................. 326
Form Detail Report .................................................................................................................... 328
Reader Usage Chart.................................................................................................................. 329
16
Contents
Chapter 19
Regulatory Compliance ......................................................................................................... 343
Double Key Data Entry...............................................................................................................344
Enable Double Key Validation ............................................................................................344
Set up Double Key Validation for a Field .............................................................................345
Process Batches With Double Key Validation .....................................................................346
Compliance Security ..................................................................................................................347
Set Up Form Folder Security ..............................................................................................348
Set Up Windows Security ...................................................................................................349
Enable Account Impersonation ...........................................................................................350
Compliance Reporting and Audit Logging ..................................................................................352
Digital Signature .................................................................................................................352
Audit Logging Level ............................................................................................................353
Data Warehouse/Off-line Database ....................................................................................354
Appendixes
Glossary .......................................................................................................................................359
Index ..............................................................................................................................................371
17
Contents
18
Procedures
19
Procedures
20
Procedures
21
Procedures
22
Preface
This guide is for users who must manage a TeleForm WorkGroup or Enterprise
installation.
Documentation Updates
Conventions
Related Documentation
Contact Autonomy
Documentation Updates
The information in this guide is current as of TeleForm version 10.5. The content
was last modified 04 November 2011 . You can retrieve the latest available
product documentation from Autonomys Knowledge Base on the Customer
Support Site:
https://customers.autonomy.com
A document in the Knowledge Base has a version number (for example, version
7.5) and may also have a revision number (for example, revision 3). The version
number applies to the product that the document describes. The revision number
applies to the document. The Knowledge Base contains the latest available
revision of any document.
Conventions
The following conventions are used in this document.
23
Preface
Notational Conventions
This guide uses the following conventions.
Convention
Usage
Bold
Italics
monospace font
monospace bold
monospace italics
24
Conventions
Usage
[ optional ]
{ required }
required
variable
<variable>
-merge filename1
(In some documents, angle brackets are used to denote
these items.)
...
25
Preface
Notices
This guide uses the following notices:
Related Documentation
The following documents provide more details on TeleForm:
26
Case Center: The Case Center is a central location to create, monitor, and
manage all your cases that are open with technical support.
Contact Autonomy
For general information about Autonomy, contact one of the following locations:
Europe and Worldwide
E-mail: autonomy@autonomy.com
E-mail: autonomy@autonomy.com
Autonomy, Inc.
One Market Plaza, Spear Tower, Suite 1900
San Francisco, CA. 94105, US
27
Preface
28
PART 1
Getting Started
30
Introduction
CHAPTER 1
This chapter describes TeleForm and its components. It includes the following
topics:
TeleForm Architecture
TeleForm Components
TeleForm Tiers
31
Chapter 1 Introduction
With the addition of Citrix Metaframe, you can also use the TeleForm Designer
and Verifier remotely.
TeleForm Architecture
With TeleForm, individual Clients (workstations) communicate with the Server in a
Client/Server environment. This architecture means that workstations connected
to the Server are set up to run TeleForm applications from the server. Within this
environment, the system administrator can modify configuration settings to create
a custom-made capture processing system. The following diagram illustrates a
typical TeleForm Workgroup system:
32
TeleForm Components
TeleForm Components
TeleForm includes the following components:
TeleForm Designer
TeleForm Designers drag-and-drop interface make it easy to create templates to
collect any type of data. Toolbar buttons let you add fields and drawing objects
with a click of the mouse. Special dialog boxes enable you to add business rules.
You can also add logos and artwork created in other graphics programs.
33
Chapter 1 Introduction
TeleForm Reader
TeleForm Reader evaluates image files automatically, eliminating the need for
manual sorting. TeleForm Reader classifies and evaluates image files by
comparing them to templates created in Designer.
TeleForm Verifier
TeleForm Verifier allows users to check or correct any data entry fields that were
not evaluated with sufficient confidence by TeleForm Reader, perform Quality
Control on batches, and collect information in Capture Zones.
34
TeleForm Components
You can customize the global, user, and local settings of your TeleForm system.
You can also set alerts that appear when an administrator-specified condition
occurs.
TeleForm Utilities
TeleForm Utilities provide additional functionality beyond creating, distributing,
and reading forms. The utilities include:
35
Chapter 1 Introduction
TeleForm Viewer. TeleForm Viewer allows you to view Form Templates (TFT
files) and supported image files. Once a Form Template or image is opened in
Viewer, you can also print it.
TeleForm Tiers
There are three system tiers of TeleForm. Each tier is created to fulfill the needs of
a certain business environment. The TeleForm tier you are using determines the
features available to you.
To change the TeleForm tier that you are using, contact your Autonomy Customer
Service representative. See Autonomy Customer Support on page 27.
TeleForm Desktop
TeleForm Desktop is designed for a small business or limited use environments.
TeleForm Desktop installs all components on a single machine which performs the
functions of the TeleForm server as well as the Scanning, Reader and Verifier
station.
With the Desktop tier you are limited to a single machine and a single instance of
each module, one Designer, one Reader, one Scan Station and one Verifier.
There is absolutely no multi user capability with the Desktop tier.
36
TeleForm Tiers
With that said the Desktop tier is still a fully functional system. As long as there is
no need for multiple users to work on the system and the workload is roughly
4,000 images processed per day or less Desktop may be a suitable version for
your environment. Lets look at the extended features that are available in the
other TeleForm tiers before we go anywhere else.
TeleForm Workgroup
The workgroup tier is designed for small to medium sized businesses that either
have outgrown the single user nature of the Desktop tier, need to process more
than the 4,000 images a day or specifically need some of the additional features
available in the Workgroup tier.
The Workgroup tier provides much more processing power because it allows for a
distributed architecture. The multi-user configuration allows for multiple designers,
scanners (personnel scanners, specifically use of scan station), readers and
verifiers to again increase the efficiency and capability of the system.
TeleForm Workgroup includes all the features available in TeleForm Desktop and
several additional features:
Revision Control
TeleForm Enterprise
TeleForm Enterprise is designed for large scale and high volume processing
demands of larger companies or deployments. Enterprise provides functionality
geared towards higher end, more robust deployments.
TeleForm Enterprise includes all the features available in TeleForm Desktop and
Teleform Workgroup, and several additional features:
Clustering support
37
Chapter 1 Introduction
38
Prepare for Installation
CHAPTER 2
39
This chapter contains information you should be familiar with before you install
TeleForm.
Overview
System Requirements
MS SQL Database
Overview
Before you begin your TeleForm installation, you must know the following
information:
Whether you need to migrate from one server Operating System to another (if
you have a previous TeleForm installation).
How many total workstations you need for your capture processing, and how
many TeleForm licenses this requires.
System Requirements
See the following sections for information on determining if your servers and
workstations are appropriate for running TeleForm:
40
System Requirements
VMWare Support
TeleForm 10.0 and later supports VMWare Server ESX. Earlier versions of
TeleForm do not support VMWare. The following limitations apply:
Only TeleForm Reader and TeleForm AutoMerge Publisher (AMP) can run on
VMWare.
Other TeleForm modules (Designer, Verifier, Control Center, Scan Station, and
Utilities) do NOT run on VMWare.
The operating system for the server used with TeleForm must be supported by
both TeleForm and VMWare.
41
Server Hardware
TeleForm is designed for a Client/Server network environment. You cannot use a
Windows workstation as your TeleForm Server. TeleForm does not support a
peer-to-peer networking environment.
Processor
Hard Drive
RAM
1 GB
Network Card
Operating System
Other
DVD-ROM drive
Domain Controllers
You do not need to install TeleForm on the Primary Domain Controller (PDC) or
the Backup Domain Controller (BDC) Server. However, your network must have a
PDC to install TeleForm.
42
Hard Drive
RAM
1 GB
System Requirements
Internet Information
Server
.NET
Other
DVD-ROM drive
See Web Capture Option on page 39 for more information on the Web Capture
option.
Workstation Hardware
Your TeleForm system can contain a mixture of workstations with different
configurations, as long as all the workstations within the system meet these
minimum requirements.
Processor
Hard Drive
RAM
1GB
Network Card
Operating System
Monitor
Other
DVD-ROM drive
Mouse or other interface tool
Compatible fax server, scanner, or Web Server, depending on
workstation function within TeleForm
Workstation Limits
You can configure as many workstations as necessary to run your TeleForm
applications. However, the number of licenses limits the number of TeleForm
workstations that you can run simultaneously.
43
You cannot run more workstations with TeleForm than the total sum of licenses
you have purchased. For example, (1) TeleForm 10.5 system (1 Designer, 1
Reader, 1 Verifier, 1 Scan Station and 1 AutoMerge Publisher) with (1) additional
Verifier license, and (1) additional Reader license would allow you to run any
combination of these licenses on a maximum of (7) workstations.
See Run Reader and AutoMerge Publisher as Services on page 224 for more
information on running Reader and AMP as services.
NOTE Reader and AMP can only be run as services using
TeleForm Enterprise. See TeleForm Tiers on page 36 for
more information on TeleForm Tiers.
44
Processor
Hard Drive
RAM
1 GB
System Requirements
Operating System
Monitor
Other
DVD-ROM drive
Mouse or other interface tool
Compatible fax server, scanner, or Web Server, depending on
workstation function within TeleForm
TWAIN (for scanners and other input devices). If any Web Capture Module
client creates batches strictly from images in directories, TWAIN is not
required.
Network Requirements
To install and use TeleForm, you must have a functional local area network (LAN)
that consists of the following basic components:
Hardware. Server and workstations, all with Ethernet network cards. Refer to
the server and workstation requirements earlier in this chapter for more
details.
45
Network Protocols
A network protocol is a set of rules describing how to transmit data across a
network. By default, TeleForm uses TCP/IP to transmit data across the network. If
both your clients and your Server are configured for TCP/IP communication, and
they are communicating properly, TeleForm automatically selects TCP/IP as your
protocol.
LDAP
TeleForm Enterprise can work with Active Directory to provide security functions.
No other LDAP directories are supported.
See LDAP on page 94 for information on using TeleForm with LDAP.
NOTE LDAP is supported only in TeleForm Enterprise. See
TeleForm Tiers on page 36 for more information on
TeleForm Tiers.
MS SQL Database
Before installing TeleForm, you must have a working MS SQL database
application. You are prompted to identity this database application during the
TeleForm installation. You must also have a valid user name and password.
Supported versions include:
The TeleForm install program can create a new database in your MS SQL
application or link to an existing database. You are given this option during the
TeleForm installation.
46
Item /Software
When Installed
VMWare
Before TeleForm.
Scanner
Before TeleForm
Fax
Before TeleForm
SourceSafe
Operating Rights. In order to run TeleForm, all users must have the modify
rights to the TeleForm directory.
If you want to use a mapped drive, see Mapped Drives on page 53.
If you want to use a UNC path, there are no prerequisites. When the TeleForm
Setup Program asks you for the location of the TeleForm Server, simply
specify that location via a UNC path.
47
Upgrade Customers
If you are upgrading to TeleForm 10.5 from a previous version, and you want to
switch to UNC paths, we recommend that you migrate your TeleForm system
rather than upgrading your current installation. See Upgrade Versus Migrate on
page 61 for more information.
Software Compatibility
Microsoft Office 2007
48
CHAPTER 3
Install TeleForm
This chapter describes all the information needed to install TeleForm.
Preliminary Steps
Install Workstations
Activation
Identification Information
Preliminary Steps
Read Prepare for Installation on page 39 before proceeding with the installation
steps in this chapter.
49
Connect Agents
For information on installing Export Connect Agents, see the Getting Started with
TeleForm guide.
This user must be a member of the Domain Admins user group. If you do not have
a user account with these specifications, you must create one.
You should also have a unique user account for each TeleForm workstation. Use
this user account to run TeleForm on the workstation after TeleForm is installed
and configured by the TeleForm administrator. These users must have at least
Change rights to the parent directory of the Teleform installation directory. If you
do not have enough user accounts in your environment, or if your existing user
accounts do not meet these specifications, follow the steps in Create TeleForm
Users on page 51. See Create a TeleForm User Group on page 51 to create a
user group for your TeleForm users.
50
51
This parent directory must be shared, and you must give permission to the
TeleForm user group that you set up earlier (described on Create a TeleForm
User Group on page 51).
1. Create the parent directory (e.g. Apps).
2. Create the TeleForm directory under the parent directory.
3. Right-click the parent directory and choose Sharing.
4. The Properties dialog box for the parent directory opens.
5. Click on the Sharing tab, if it is not already selected.
6. Click the Share this folder radio button.
7. Click the Permissions button.
8. The Permissions dialog opens. Click Add. The Select Users or Groups
dialog is displayed.
52
14. Click OK to save these permission settings and return to the Properties
dialog box.
15. Click OK.
Mapped Drives
If you want to use a mapped drive to specify the location of the TeleForm Server
during installation, you must map a drive to TeleForms parent directory. See
Share TeleForms Parent Directory on page 51 for information on this directory.
53
The TeleForm Server and each TeleForm workstation MUST use the same drive
letter for the mapped drive. Be sure to select a map letter that is free on all the
TeleForm workstations.
UNC Paths
If you want to specify the location of a UNC path, there are no prerequisites. When
the TeleForm Setup Program asks you for the location of the TeleForm Server,
simply specify that location via a UNC path.
54
To install TeleForm 10.3 or later, click Yes. Click No to retain your current
J:\TeleForm
ii. See Specify the Location of the TeleForm Server on page 53 for
information on mapping a drive to the TeleForm parent directory.
c. If you are installing TeleForm to a cluster server, you must type the name
of the server. The installation program cannot automatically detect cluster
servers.
11. The Choose TeleForm Local Directory dialog box opens.
12. The Setup Type dialog box opens. Select a setup type and click Next.
a. Complete. TeleForm is installed with all features. This option is
recommended for most users.
55
b. Custom. Allows you to choose the options that are installed. This choice is
recommended only for advanced users.
13. The Database Server dialog box opens. Select an SQL server and type your
login information. You can either select an existing database if you are
upgrading or type a name for a new database, which is created by the
installation program.
14. The TeleForm License Service dialog box opens. This screen prompts you for
the settings under which the License Service should run.
15. The Select Program Folder screen opens. You can usually accept the
defaults.
16. The Start Copying Files dialog box opens. If you are satisfied with the current
settings, click Next.
17. The Setup Status screen displays the progress of the installation.
18. For new installations, when installation completes, a reminder opens for to
activate TeleForm via the License Manager.
19. Click OK. The InstallShield Wizard Complete dialog box opens. Click Finish
to exit the TeleForm Setup.
20. Reboot your machine if prompted to do so.
56
Install Workstations
Fax Server
1. Before installing TeleForm, your fax server must be installed and configured
correctly. During the TeleForm install, you need to type certain information
during install to properly configure your fax server to work with TeleForm.
2. Make sure you select the correct fax server during installation. While you can
change your settings within TeleForm, you need to run a TeleForm workstation
install to select a different fax server. A generated Fax Setup dialog box is
illustrated below.
3. After you install TeleForm, you may need to perform additional steps if
necessary. The steps you follow depend on what type of fax server you have
installed on your system. Follow the appropriate steps below as they apply to
your fax server.
Scanner
It is important to install and test your scanner before you install TeleForm;
otherwise, there may be errors because of driver conflicts. In addition, there are a
few scanner settings that need to be configured after both your scanner and
TeleForm have been installed.
Install Workstations
IMPORTANT The TeleForm user on any workstation must
have administrative rights to that workstation during
installation.
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3. If you are using mapped drives, map a drive to the TeleForm network directory
(the directory that you installed TeleForm to on the TeleForm Server) on each
workstation where you plan to set up TeleForm.
9. The Setup Type dialog box opens. Select a setup type and click Next:
Complete. TeleForm is installed with all features. This setup is
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Activation
Activation
Activation adds a specific code to the TeleForm License Database which allows
you to use the TeleForm product. TeleForm does not function until you have
entered a valid Activation Code via the Activation Wizard
See the following sections for information about activation:
Identification Information
Activation Process
Identification Information
To activate TeleForm, you need several pieces of identification information.
License Code
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Machine ID
Activation Code
The Machine ID and Activation Code are automatically determined when you
run the Activation Wizard.
License Code
The License Code is unique to each customer. You are prompted to type it during
the installation process. The License Code determines what features are enabled
in TeleForm. It ships in your TeleForm product box.
Machine ID
The Machine ID is a combination of letters and numbers that identifies the
computer from which you launch the Activation Wizard.
The Activation Wizard automatically determines the Machine ID when you
activate the product.
Activation Code
The Activation Code is a unique combination of letters and numbers generated
during the activation process. After Autonomy Cardiff determines that your
System Code and Machine ID are valid, an Activation Code is delivered to you.
Activation Process
1. From the Windows Start menu, click Programs Cardiff TeleForm >
TeleForm Utilities > TeleForm License Manager.
2. From the File menu, click Activation Wizard.
3. The Activation Wizard launches.
4. Follow the prompts in the wizard.
Restore Activation
The Activation Wizard can re-send you the original Activation Code. This feature
would be used in two situations:
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You choose to receive your Activation Code by email, then deleted the email
before entering it;
Upgrade and Migrate
CHAPTER 4
This chapter provides information for existing TeleForm customers who want to
move to v9. It covers the following topics:
Upgrade TeleForm
Migrate TeleForm
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Migrate
Migrating is the process by which you install TeleForm on a fresh computer or
network while your current TeleForm system continues to process documents.
Once the new system is ready, you move your TeleForm settings from the older
system to the new one. To move the information, you take a snapshot of the
older system and then apply it to the TeleForm10.5 installation.
Any data and images that are being processed by the older system when the
snapshot is taken are not captured.
See Migrate TeleForm on page 65 for instructions.
Upgrade TeleForm
Upgrading to 10.5 from an existing TeleForm system is a six-step process:
1. Check Your Current Version on page 62
2. Check Your System Requirements on page 63
3. Stop TeleForm Processing on page 63
4. Back Up Data on page 63
5. Install TeleForm 10.5 to Your Existing TeleForm Server on page 64
6. Install TeleForm Workstations on page 64
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v8
v8.1
v8.2
9.0
9.1
Upgrade TeleForm
If you cannot stop processing for the time needed to install TeleForm to your
server and workstation, you should migrate to a a fresh TeleForm system instead
of directly upgrading.
Back Up Data
After you have stopped all TeleForm applications, you should back up the
Pervasive server used for your existing TeleForm application, as well as the
TeleForm server itself. This step is a precaution in case of a major error during the
upgrade installation. In the unlikely event of an error, you can follow the
instructions in Migrate TeleForm on page 65. During the migration process you
can restore your backed-up settings.
1. Run tfmigutl.exe, located in the root folder of your existing TeleForm
system.
2. The Migration Utility dialog box opens:
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64
Migrate TeleForm
Migrate TeleForm
As described earlier, migrating involves installing TeleForm on a clean server and
workstations, then moving the settings from your older TeleForm system to the
new installation. Data and images that are in-process on the existing system when
you switch to the new one are not retained by the snapshot that captures the
settings from the existing system.
NOTE Migrating from an older TeleForm system to
TeleForm 10.5 shares some of the same steps as
upgrading.
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7. After the snapshot settings have been extracted to your TeleForm10.5 system,
click Close on the Migration Utility.
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Migrate TeleForm
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68
Connect Modules to Multiple
TeleForm Systems
CHAPTER 5
You have multiple production systems and your Verifier operators are not
running at peak efficiency on one or more of them. The Verifier operators can
be instructed to connect to another system when appropriate.
Batch Routing
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Name
Shows the name of each system currently configured. These systems can be
added by clicking the button.
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Directory
Shows the TeleForm Server directory.
+ (plus) Button
Click this button to add a new TeleForm system to the list. The Add New System
dialog box opens, which allows you to specify the new system.
- (minus) Button
This button deletes the currently selected system from the TELEFORM.INI file.
You are prompted to confirm the decision.
Make this the default
Specifies the default TeleForm system. Only one system listed in the Select
TeleForm System dialog box can be the default.
Only show this dialog if <Ctrl> + <Alt> keys are pressed at startup
When this option is enabled, the Select TeleForm System dialog box opens only
when an operator presses the CTRL and ALT keys simultaneously and
immediately after launching the module on the current workstation.
If this option is disabled, the Select TeleForm System dialog box opens
automatically when the module is launched.
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6. Specify the Name and Directory (TeleForm Server Directory) of the new
TeleForm system.
7. Click OK.
8. The new system is listed on the Select TeleForm System dialog box.
9. Repeat for any other TeleForm modules that need the ability to connect to
multiple systems.
Batch Routing
If you connect a single Scan Station to multiple TeleForm systems, you may
experience problems with batches intended for one system being routed to the
other system. The problem can occur when the batches are saved to the Local
Batch Directory (the Workstation Base Batch Directory entry in the workstation INI
file) and are not accepted by the Scan Station operator before the module is
switched to a second TeleForm system.
Depending on the settings used by the incorrect TeleForm system, these batches
may have serious identification, recognition, and/or export failures.
The default configuration of TeleForm does not use the Local Batch Directory. You
must manually configure a TeleForm system to create batches in this directory on
a workstation. Ordinarily batches are saved to a batch directory on the TeleForm
Server.
There are two solutions:
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Ensure that all Scan Station operators accept (or delete) all batches from the
local batch directory before switching to the other TeleForm system.
Batch Routing
Use the TeleForm Database Utilities program (DBUTIL) to set the batch
numbers for System1 to a range that does not overlap the batch numbers for
System2.
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Manage Licenses
CHAPTER 6
This chapter provides instructions on managing the license codes that control how
many workstations your TeleForm system can use and what modules can be run
on those workstations.
Your base license, which determines what version and platform (Desktop,
Enterprise, or Workgroup) you are running.
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Licensed Modules
The core TeleForm modules are restricted by a license. You cannot run Designer,
Reader, Verifier, Scan Station, or AutoMerge Publisher if you do not have a
license that enables those modules. These modules also require the TeleForm
License Service to be running.
Although TeleForm Enterprise can run Reader and AutoMerge Publisher as
services, those services are included in the licensed number of modules.
Unlicensed Modules
Other portions of TeleForm, such as License Manager itself, Database Utilities,
Stats, Monitor, and the TeleForm documentation, are not licensed. They can run
even if the TeleForm License Service is stopped and are not restricted by a
license code.
Licensed Options
Many TeleForm options are also controlled by license codes. These options are
not always modules. Some of them simply expand the capabilities of the core
modules.
The Remote Capture Option, Web Capture Option, and MediClaim Option are
controlled by license codes. Many Image Export Connect Agents are also
license-controlled.
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Number of licenses for each licensed TeleForm module. For example, your
license may specify 5 Readers, which means you can run as many as 5
instances of Reader.
Delete a License
In certain instances, you may need to remove a TeleForm license from your
system. Delete a TeleForm license only under the advice of an Autonomy Cardiff
Technical Support Representative, or your Autonomy Cardiff sales representative.
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TeleForm Remote Verification
CHAPTER 7
Autonomy has certified TeleForm for use within a Citrix environment, so that you
can use TeleForm for remote verification.
This chapter describes what you need to get started with the TeleForm Designer
and Verifier modules in a Citrix XenApp environment. It includes the following
sections:
Overview
System Requirements
Installation Process
Overview
TeleForm is supported for Citrix XenApp, a thin client and web browser-based
application delivery system with robust features.
Combining Citrix XenApp and TeleForm allows the XenApp Server to host a
number of sessions concurrently while clients execute TeleForm Designer and
Verifier remotely.
With the Citrix ICA Client, off-site users can run TeleForm through a client window
with the look and feel of a local TeleForm session.
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System Requirements
To run TeleForm with Citrix XenApp, you need the following:
XenApp Server (MFS)
TeleForm requirements are subject to change. Consult our online wizard for the
latest information.
To find the online wizard
1. Go to https://customers.autonomy.com/support/login.jsp and log into the
customer service site.
2. If you do not already have a support account, you are prompted to create one.
3. After you have logged in and the Support Index page is shown, open the
Wizards tab.
4. Under the TeleForm section, click the OS Wizard.
TIP You can use Citrix Web Interface Management to
ensure that workstations have the most recent version of the
XenApp client when logging in to the XenApp server using a
Web browser.
Installation Process
The installation process can be broken into several steps:
1. Install Software Prerequisites on page 81
2. Log Off Users on page 81
3. Install TeleForm to XenApp Server on page 81
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Installation Process
TeleForm Server
Your TeleForm Server should be configured and running on the LAN before you
begin the TeleForm/Citrix XenApp installation.
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TIP You can also switch the terminal server to install mode using the
change user /install command. This method ensures that the
software is available to all users after installation.
After the installation is complete, you must set the terminal server back
to runtime mode using the change user /execute command.
For more information about this command, refer to the following
Microsoft knowledge base article (especially the Additional Notes at the
bottom of the article): http://support.microsoft.com/kb/q186504/
2. During the install, when asked if you would like to include Scanning Support
you must select No. Scanning is not supported through Citrix and can cause
problems in some cases when included.
3. When the Finish Admin Install dialog box opens, wait for the installation
process to complete, then click Finish.
4. Restart the XenApp server.
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Administration
Administration
Before users can use TeleForm modules through XenApp, you must give them
access rights to:
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Security
CHAPTER 8
This chapter discusses the security options available to both TeleForm Enterprise
and TeleForm Workgroup users.
Overview
Purpose of Security
Security Rights
Enable Security
Configure Users
Security Groups
Log In
Overview
You can enable Security from TeleForm Control Center. You can also access
security from most TeleForm modules, if you have the required rights.
Administrators can set up different operators with different levels of access to your
TeleForm system, ensuring that less-trained users do not have access to critical
functions.
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Chapter 8 Security
TeleForm provides pre-defined groups with default rights to simplify the process.
For example, users who belong to the Designer group automatically have the right
to run and configure Designer.
Administrators can also create custom groups. Specific rights can be enabled or
disabled by the Administrator for particular needs. Enabling one right can enable
other required rights. Disabling a right, in turn, disables rights that require it.
Copying User Rights. Copying user rights from one operator to another is
now faster and easier. As your system grows, you can simply apply tested,
proven user rights to new operators.
Image Security. This feature is a Job-level setting and thus applies only to
batches. When enabled, the batch images are saved to subdirectories in the
TELEFORM\BAT\ folder. For example, you might set up a Loan subdirectory
in the BAT folder. All batches processed with the Loan job setting would be
saved to subdirectories in the Loan subfolder. Your system administrator
would be responsible for setting the Windows access rights to the Loan
subfolder so that unauthorized users could not view the images.
Purpose of Security
TeleForm Security serves several purposes:
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Track. TeleForm's statistical reports are more valuable when broken down by
operator rather than raw totals, and operator information comes directly from
the security log-in function. By enabling Security, your reports show how each
operator is performing.
Security Rights
Route. Security lets TeleForm know which operators are working, which in
turn enables the routing feature. When security is enabled, a Verifier operator
can forward a problematic item to another operator or to a supervisor. The
supervisor role is defined in a user's security rights, so without security you
have neither a name nor an organizational target for routing problematic
items.
Security Rights
Enabling the proper security rights is a key aspect of managing an Enterprise
system. Another important consideration is HOW you assign rights to users: at the
individual or group level. See the following topics for detailed information:
Verify (Basic)
Verify (Advanced)
Verify (QC))
Evaluate
Design
Scan
Utilities
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Chapter 8 Security
Administration
Create
Open
Modify
Delete
Import/Export
View Images
Verify (Basic)
These rights give a user the ability to perform verification. They can be contrasted
to the Verify (Advanced) rights, which allow a user configure the Verifier module
and other more complex tasks.
Run Verifier
Use Auto-Assign
Verify (Advanced)
These rights allow a Verifier operator to use more powerful features than the
Verify (Basic) rights. In most cases, an advanced Verifier operator should have all
of the Basic rights along with whatever Advanced rights are appropriate.
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Security Rights
Configure Verifier
Supervisor
Override Validations
Delete Images
Verify (QC)
These rights allow a Verifier operator to use the Quality Control features of
Verifier. In most cases, a QC Verifier operator should have all of the Basic and
Advanced rights along with whatever QC rights are appropriate.
Use Classification QC
Use Image QC
Use Extraction QC
Add items in QC
Classify/Unclassify
Evaluate
These rights apply primarily to TeleForm Reader, although Recognition Sets can
also be configured in Designer.
Run Reader
Configure Reader
Evaluate Images
Design
These rights apply strictly to TeleForm Designer.
Run Designer
Configure Designer
Debug Scripts
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Chapter 8 Security
Scan
These rights apply strictly to the Scan Station. Other methods of creating a batch,
such as Automated Batch Creation, are not constrained by these rights.
Create Batch
Configure Scanners
Configure Jobs
Utilities
These rights provide access to accessory TeleForm modules.
Run Viewer
Administration
These rights allow access to administrative programs and tasks. A user who is
defined as an Administrator via the Administrator checkbox on the Rights tab of
the User Configuration dialog box enjoys additional rights that are not individually
specified and cannot be selected from the Administration category. These rights
are hidden to prevent non-Administrator users from accidentally being given
certain permissions.
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Run Monitor
Configure Monitor
View Log/Tracking
Security Rights
Individual Rights. Group rights may be too broad for your needs. Certain
users may require unique rights that do not lend themselves to a specific
Security Group. See Individual Rights on page 91.
Group and Individual Rights. You can use both methods in combination.
Assign rights that are unlikely to need modification through Security Group
membership, then change other rights on the individual level.
Rights Structure
Rights, both individual and group, are organized in a tree structure. Individual
rights are displayed in the left pane. Aggregate rights are displayed in the right
pane. Use the left pane to modify user rights.
Enabling the rights for a branch also enables the rights for all the nodes contained
in that branch. You may enable or disable the individual nodes to customize the
rights for a given operator, but disabling a right that other rights require disables
the associated rights. Conversely, enabling a right that requires other rights,
enables those other rights.
There are three states for each aggregate right: some rights
have been
enabled; all rights
have been enabled; or no rights
have been enabled.
Individual Rights
Rights assigned to the user as an individual pertain only to that user and are
retained despite any changes in that user's Security Group memberships.
For example, You give Pete all the Designer rights as an individual and also add
him to the Designer Security group. If you removed him from the Designer
Security group, he would still have all the available Designer rights, since they
were assigned to him as an individual. The Aggregate Rights pane of the User
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Chapter 8 Security
Configuration > Rights dialog box would show that Pete has all the Designer
rights; the pane would only show that he did not have those rights if you removed
them from him at the individual level.
Group Rights
When you assign a user to a Security Group, that user immediately enjoys all the
rights that belong to that group. Even if the user is assigned none of these rights
on an individual basis, that user is allowed to perform all the tasks that his or her
Security Group memberships allow.
The Individual Rights pane of the User Configuration > Rights dialog box is never
updated based on group memberships. It's possible for a user to have NO
individual rights but to belong to the Administrator Security Group and thus enjoy
ALL of the possible TeleForm permissions.
For example, You assign Heather, Pete, and Sam to the Scanners > Advanced
Security group. You never enable any Scanner rights, Basic or Advanced, for
them on an individual level. If you change the rights that pertain to the Scanners >
Advanced Security group, there is no need to update any group member's
individual scanning rights. Their scanning rights are completely contained within
their Security Group membership.
Enable Security
To enable security
1. Launch TeleForm Control Center.
2. In the Control Center tree, expand the Configuration Settings branch and
click the Global Settings branch.
3. Double-click the Global System setting. The Global TeleForm Settings dialog
box opens.
4. Select the Security sub-tab.
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Enable Security
6. See Single Sign-on on page 95 for information on the Single sign-on option.
7. Remember last login: When security is enabled, this option causes the
TeleForm Login dialog box to remember the name of the last user to login and
places the input focus on the Password field. This option is enabled by
default.
8. Click OK.
Security Providers
NOTE There are no external providers for security in
TeleForm Workgroup. You must run TeleForm
Enterprise to access the Provider option.
When you enable security, you can choose from three Provider options:
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Chapter 8 Security
Internal
LDAP
Windows
Although LDAP and Windows determine the log-in security method, an operator's
rights within TeleForm are always defined by the application's own security
settings. For example, a user may have rights to delete files under Windows, but if
the appropriate Delete rights are not granted through the TeleForm Security
function, that user cannot delete files from within TeleForm.
Internal
This option is the regular TeleForm security method for logging in to the system.
LDAP
Links TeleForm to an existing LDAP protocol. After selecting LDAP in the Provider
list, click the Setup button. The LDAP Provider Setup dialog box configures the
LDAP system that provides external security to TeleForm.
TeleForm works only with Active Directory. No other LDAP directory is supported.
Server
Port
Group
User
Password
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Enable Security
Windows
Links TeleForm to an existing LDAP protocol. After selecting Windows in the
Provider list, click the Setup button. The Windows Provider Setup dialog box
allows you to configure the Windows system that provides external security to
TeleForm.
Domain
Group
User
Password
Single Sign-on
Single sign-on is available only when security is enabled. It can be used with any
security provider, although the function is somewhat different when used with
TeleForm's internal security rather than LDAP or Windows. The following topics
explain the different aspects of the Single sign-on option:
Error handling. If TeleForm cannot verify that the user is already logged in
through an external security provider or encounters another error, the regular
TeleForm Login dialog box is displayed. Users can log into TeleForm using this
tool.
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Chapter 8 Security
Logging out. If a user logs out from a TeleForm module but not from the
workstation, logging into TeleForm again requires the regular TeleForm login
procedure.
Administrator log in. Single sign-on does not log a user in as a TeleForm
administrator. There are two ways to log in as an administrator when Single
sign-on is enabled AND TeleForm is using an external security provider:
Start a TeleForm module on a workstation with a user name that is not a
Internal Security
External Security
Internal Security
To create a new user with internal security
1. Launch TeleForm Control Center.
2. In the Control Center tree, expand the Configuration Settings branch and
click the Global Settings branch.
3. Double-click the Security setting. The Security dialog box opens.
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4. To add a new user, right-click in the Users pane and select New User. The
Add New Operator dialog opens.
TeleForm application.
Display Name: This name identifies the operator in TeleForm reports.
Password and Verify Password: A password can be any combination of
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Chapter 8 Security
6. You may set rights and configuration settings instantly by selecting another
user from the Copy from user drop-list. When this option is selected, you may
choose which settings to copy from the following checkboxes:
Group Memberships
Rights
Configuration Settings
External Security
NOTE There are no external providers for security in
TeleForm Workgroup. You must run TeleForm
Enterprise to use external security.
If your system uses an External Security Provider, you must create a user using
the External Security protocol, then synchronize TeleForm with the external
system.
To create a new user with external security
1. Create new users in the Windows Domain/Group or the LDAP Server/Group.
See your Windows or LDAP documentation for information on creating new
users.
2. Launch TeleForm Control Center.
3. In the Control Center tree, expand the Configuration Settings branch and
click the Global Settings branch.
4. Double-click the Security setting. The Security dialog box opens.
5. Right-click inside the Users window and select Synchronize.
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Configure Users
6. The users you created in the Windows or LDAP system is added to TeleForm.
See Configure Users on page 99 for instructions on changing the rights, group
memberships, and display name for a user.
Configure Users
You can configure a user manually, copy the user settings, change the user
information or password, or delete the user.
You can also change a users display name and password without modifying the
more important security rights and group memberships.
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Configure Users
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Chapter 8 Security
4. Right-click the user whose settings you want to change and select Copy
Settings from User....
5. The Copy User Settings dialog box opens.
6. The Copy from user list lets you select an existing user as a template.The
check boxes below determine what aspects of the existing user's configuration
profile are be copied. See
7. Click OK on the Copy User Settings dialog box.
8. Click OK on the Security dialog box.
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Configure Users
Group Memberships. The user being modified belongs to the same Security
Groups as the copied user.
Rights. The user being modified has the same Security Rights as the copied
user.
Configuration Settings. The user being modified has the same configuration
settings as the copied user.
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Chapter 8 Security
Change Password
To change the password of a user
1. Log into a TeleForm module as an administrator.
2. From the Utilities menu, click Security.
3. On the Security dialog box, open the Users tab.
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Configure Users
4. Right-click on the user and select Set Password. The Set Password dialog
opens.
Delete Users
To delete a user
Right-click on the Login Name of the user in the users list and select Delete.
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Chapter 8 Security
Security Groups
The Security Groups function plays an important role in TeleForm Enterprise
systems. It allows you to create groups of users who share the same rights. When
used in conjunction with the Batch Processing and AutoBatch Assign functions,
Security Groups give you precise control over which Verifier operators are allowed
to process a specific batch.
The Security Groups feature can be used to ensure that:
Verifier operators who have not been trained to process (Image QC,
Classification QC, Correction, or Data Review) a specific form, document, or
group of items, are not asked to do so;
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Security Groups
Rights
Administrators
All rights
All
No rights
Designers
Run and configure Designer, all form and document related rights, all shape
library rights, run and configure Reader, Auto Merge Publisher and Viewer,
evaluate images, configure Recognition Sets, use Form Log.
Scanners - Advanced
Run Scan Station, configure Scan Station, create batches, configure scanners,
configure jobs, print and save images.
Scanners - Basic
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Chapter 8 Security
Group
Rights
Verifiers - Advanced
Verifiers - Basic
Verifiers - Supervisors
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Security Groups
5. Right-click on the Security Groups folder icon and select New group.
6. Type a name for the new group.
NOTE User-defined groups are shown in the Security
Groups tree in black text.
Pre-defined groups are shown in blue text.
7. To set the rights for your new group, right-click on the group name and select
Properties. The Security Groups > Rights tab opens.
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Log In
Log In
If the security option has been enabled, users must log on to the TeleForm
modules to which they have been given access. When a user launches a
TeleForm application, the TeleForm Login dialog opens. If the Remember last
login box was checked on the Global System - Security tab, the Name field is
filled in automatically with the last user to login to this workstation.
If a users rights are restricted in a given module, they only have access to those
options that are permitted under their individual and aggregate rights. For
example, if a user has the right to run Designer but no right to delete forms, the
Delete option on the File menu is grayed out.
The current users name is displayed at the bottom of the application window.
NOTE If the Single sign-on box was checked on the
Global System > Security tab, a single user on the
workstation may log on once to run any application to which
they have rights. But if multiple users are logged into the
workstation, each user must login to each module, even if all
users currently logged in have rights to the given module.
For example, if User1 has Designer rights and no one else
is logged in to the workstation, User1 can open the
TeleForm Viewer without logging in a second time. If User2
has Advanced Verifier rights and both User1 and User2
are logged in to the same workstation, then both users must
log on to TeleForm Viewer, even though they both have the
rights to run it.
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Chapter 8 Security
4. Type the new password once in the Password box and again in the Confirm
Password box.
NOTE
A password can be any combination of letters or
numbers, up to 24 characters.
Passwords are not case sensitive, so the words
secret, SECRET, and sEcReT are all considered to
be the same.
Log Off
To log off TeleForm
click Utilities > Log Off.
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External to Internal
If you switch from Windows or LDAP to TeleForms internal security protocol, all
the TeleForm users remain in the system. Rights and Security Group
memberships are retained as well. However, you need to create a new password
for each TeleForm user, since the password link between TeleForm and the
external security provider is no longer active. See Change Password on
page 104 for instructions.
Internal to External
If you switch from TeleForms internal security protocol to Windows or LDAP, all
users are deleted from the TeleForm user list unless they are mapped to users
provided by the external provider. A mapping interface opens automatically if
necessary:
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Chapter 8 Security
User rights and Security Group memberships are retained, but the TeleForm user
names are renamed if they differ from the names used by the external security
provider.
External to External
To switch from Windows to LDAP or from LDAP to Windows
1. Open the Global TeleForm Settings > Security dialog box.
2. Select the new external security Provider and click the Setup button.
3. See LDAP on page 94 and Windows on page 95 for instructions on
configuring the security provider connections.
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PART 2
TeleForm
Customization
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Change the System
Configuration
CHAPTER 9
This chapter tells you how to set custom options of TeleForm such as the location
of TeleForm directories, the amount of disk space available, character recognition
thresholds, and various other initialization settings.
Most of these settings are controlled using the Global & Local TeleForm
Settings dialog box, which gives you access to the many configuration settings
that define TeleForm's default behavior.
Designer Tab
Reader Tab
Merge/Print Tab
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Global settings apply to every form and workstation. Be careful when you change
a global setting, because it can affect your TeleForm system dramatically.
The Global System tab includes these sub-tabs:
Default Language
This value indicates the default language for your TeleForm system. The default
language is used to determine recognition character sets as well as regional
settings for currencies, times and dates. For more information regarding
languages and character sets, see the TeleForm User Guide.
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Minimal tracking
Select Minimal Tracking if you want TeleForm to collect only the most
fundamental statistics. When minimum tracking is used, intermediate records
such as receives, sends or prints are deleted automatically (after the receive or
print is completed). If you are processing a large number of forms per day, you
may want to use Minimal Tracking to maximize the systems speed.
Disable Minimal tracking if you want TeleForm to collect all statistics. If full
tracking is used, all intermediate records (such as receives, sends, or prints) need
to be purged or deleted manually. This is the default setting.
Stall time
This value specifies the time allowed to pass before TeleForm Monitor detects one
of the TeleForm programs has stalled. The default is 5 minutes (300 seconds).
TeleForm Reader can cause invalid stall warnings if the Stall time is not long
enough. if you set this time to 1 minute and you have forms that take 2 minutes to
evaluate or print, Monitor reports that Reader is stalled even though it is actually
evaluating a form. Set the Stall time large enough to accommodate such cases.
Lock timeout
The period before an attempt to lock a file or record times out. Type a value, from
1 to 60 seconds. The default value is 20 seconds.
120
Use fax as formatting device: Your default fax server is used to control the
formatting of text on forms. Incompatible with a selection of Use printer as
formatting device.
Use printer as formatting device: Your default printer is used to control the
formatting of text on forms. Incompatible with a selection of Use fax as
formatting device.
Enable for Pre v4.0 forms (labels and titles): Incompatible with a selection
of Disable for all forms.
Disable for all forms (labels and titles): Incompatible with a selection of
Enable for Pre v4.0 forms.
Use fixed character positioning in text fields: This option can be useful
when you are designing a form with fonts that are not supported by TeleForm,
such as postscript fonts. By enabling this option, you allow Designer to assign
fixed spacing values for these fonts so they can be seen more clearly.
Font size modification: This option can be useful when you are designing a
form with fonts that are not supported by TeleForm, such as postscript fonts.
By enabling this option, you allow Designer to assign fixed size values for
these fonts so they can be seen more clearly.
121
Provider
TeleForm Workgroup provides internal security only. See Enable Security on
page 92 for TeleForm Enterprise security options.
Single sign-on
If you select this option, a single operator on a workstation only needs to log on
once.
122
DCX
TIFF Uncompressed
TIFF Group 4
TIFF Packbits
Backup directory
Defines where archived images are stored. By default, archived images are stored
in the BAK directory.
BMP
DCX
PCX
TIFF Group 4
TIFF Packbits
TIFF Uncompressed
123
Resolution
You can choose to store PDF files at 200 or 300 DPI. This setting is not dependent
on the Treat PDF as color option.
Export/Commit retries
This setting allows you to change the number of times the Reader automatically
retries a batch commit or non-batch export if the commit/export fails.
124
125
126
Option
This list specifies what happens if either the Disk level or the Memory level are
not met:
Warn and retry. An insufficient resources warning message opens in all open
TeleForm applications. TeleForm automatically checks the levels against the
thresholds at the Retry interval. If the user clicks Close, the application shuts
down. No other tasks can be initiated on the application while the warning/
check process is underway.
Close when idle. TeleForm attempts to close any module that is idle when the
level is not met. An idle module is defined as a module which is performing no
tasks. The type of shut down that occurs depends on the module:
127
30
Range
5-300
Disk level
When TeleForm finds that there is not at least this much free disk space available,
it performs the action specified in the Option list.
Default
200
Range
20-20000
Memory level
When TeleForm finds that there is not at least this much free memory space
available, it performs the action specified in the Option list.
Default
50
Range
5-1000
Retry
If you specify Warn and retry in the Option list, this field determines how long
after the original attempt the retry is performed.
128
Disable audible alerts. Turns off warning beeps for TeleForm modules.
Form cache size. This setting determines the maximum number of forms that
can be stored in the form cache. The default value is 4, and the allowed range
is 1-10.
ODBC connection cache size. This setting defines how many ODBC
connections TeleForm keeps open simultaneously on this workstation.
129
Designer Tab
The Designer tab controls functions specific to TeleForm Designer. It includes
these sub-tabs:
Sticky cursors
Retains the last Shape tool that was used. For example, if you click the Choice
Field toolbar button and create a Choice Field, the cursor is still the Choice Field
tool when you exit the Choice Field dialog box.
130
Designer Tab
131
132
Skip 'Save As' dialog for activated forms. When enabled, you are able to
edit and save an activated form without giving it a new name or assigning it a
new Form ID, even if the changes you made would ordinarily have required
you to save it with a different name and Form ID. The new form would then
need to be activated.
Validate files at next startup. When enabled, TeleForm runs the Validate
Files command the next time Designer is started. This command is designed
to fix some common user and system errors. For details on what Validate
Files does, see Validate Files on page 273.
Designer Tab
Default Shape library. This field defines the default Shape Library file.
Maximum undos. You can limit the number of steps that can be undone in
Designer by typing a value in this field. Limiting the number of steps that can
be undone can improve system performance, since fewer steps must be
stored in memory. A value of 0 places no limits on the number of steps that
can be undone.
Form ID Assignment
These fields determine how TeleForm assigns Form ID values to new forms.
User Entry: When this option is selected, form designers can type a Form ID
value in the Save As dialog box. This Form ID must conform to the applicable
ID range (standard or extended) that is in effect. TeleForm provides a Form ID
by default, but the Designer can override this value.
Standard ID Range
These numbers define the valid Form ID range for Traditional forms and
VersiForms. The valid range is 2 to 65,000.
Extended ID Range
These numbers define the acceptable Form ID values for Traditional and Existing
forms that are created with the Extended Form ID Range option enabled. The
valid range is 100,000 to 16,000,000.
133
Entry/Choice shape. This option allows you to set the shape of the bubbles
that make up the global entry/choice field when the default is selected in draw
options. By default, TeleForm sets this value to an oval.
Reader Tab
The Reader tabs control functions specific to TeleForm Reader. This tab includes
these sub-tabs:
134
Reader Tab
Tasks
After you select an option from the Tasks list, you must also click the Enable
check box and set a time period (or a Schedule). The Check every __ seconds
value is the maximum time between checks. When a task finishes its current job,
the task is scheduled to begin again almost immediately. The brief delay allows
other tasks to be run in the interim (this delay is typically less than a second, but
depends upon the task). If a task is run but finds nothing to do (e.g. the evaluation
queue is empty), it schedules the next start using the Check every __ seconds
period.
The tasks include:
135
Distribution. Specifies how often Reader station checks its internal queue for
new images to distribute. Only one Reader station should have the Batch
distribution feature enabled. It should be disabled on all other Readers.
Batch page link. Allows Reader to automatically attempt to link missing page
forms within batches.
Non-batch export. Reader, rather than Verifier, exports data from non-batch
forms with a status of Evaluated OK.
Missing page batch commit. This option allows your TeleForm system to
define a batch as being Ready to commit even if it contains multiple page
forms that are missing pages.
136
Reader Tab
You can also set the scale in the Zone display mode field. This setting affects
how each zone is displayed in Reader. The default is 1:1. Acceptable ranges are:
1:1, 1:2, 1:4, 1:8, Fit Horizontally, or Fit Vertically.
NOTE Using the Display all evaluation zones setting
during normal processing slows the evaluation process
considerably. Autonomy Cardiff recommends that this
option be used for form design testing purposes.
Existing/VersiForm confidence
There are two settings that determine how confident TeleForm Reader must be
before it can identify an image either as a specific form or as a NonForm.
NonForm if confidence less than this. This setting defines how confident
Reader must be that an Existing or VersiForm form image matches a form
template in the Recognition Set. If the confidence is less than this value when
137
If the forms in your Recognition Set are similar, you could raise this value to
reduce the chance that an image is classified as the wrong form. The
downside of increasing this value is that the identification process takes longer
because the image must be compared against more forms before it is
identified.
Limit
The Limit list defines the maximum number or percentage for the following
functions:
shift together from their original location and still be found. The default
setting is 1.0 inch.
Shrink Factor. This value is the maximum amount of shrinkage that the
objects on the form can undergo and still be recognized. This is measured
as a percentage of the original size, as based on the form template. The
default is 10 percent.
138
Reader Tab
Max reference marks per quadrant. This setting designates the maximum
number of identification blocks that TeleForm assigns to any quadrant
(quarter) of the form page. The default is 3. This number can be increased to
create more blocks in case any had to be disabled on the form because they
were drawn around data fields.
Minimum bars (NCS style forms). Defines the minimum number of bar
marks, or ticks, that Reader must find on an Existing form to identify it as an
NCS-style form.
Maximum size error for Traditional ID blocks. This setting defines how
different in size a Traditional form ID block can be from its expected size
before Reader identifies the image as a NonForm.
139
Evaluate NonForms as
Select a form from the list if you want all NonForm images to be evaluated as
page 1 of the selected form. You should only select this option if you want every
NonForm image to be evaluated using a specific form template.
Any images being evaluated that are not identified as being associated with a
particular form are evaluated as if they were the first page of the form with this ID.
One purpose for this entry is to allow a script to run each time a NonForm is
processed. The value of 'Keep Pages Together' affects whether such a script is
run once for each page or once for a group of NonForm pages processed
together.
If an image does not match the template of any of the Traditional forms or one of
the forms in the recognition set, that image is identified as a NonForm/
Attachment.
140
Reader Tab
Character Recognition
You can modify the following Character Recognition thresholds.
Best guess threshold. This option allows you to set the system-level
threshold at which a character's best guess is used if the character did not
interpret OK. This is the difference between seeing a ~ and a guess for the
character. The default threshold value is 10. The acceptable range is from 1 to
99.
Constrained print fill threshold. This setting defines the number of pixels in
a Constrained Print Field box needed to consider the box filled. The default
value is 10. The allowable range is 1-1000.
141
Image zone fill threshold. Configures the maximum number of pixels that
can be detected in an Image Zone for it to be considered blank. The default
value is 32 pixels.
Image extraction tolerance. This setting affects the precision of the Extract
Bitmap feature in Designer. The allowable range is 2 (1/2 inch) to 64 (1/64
inch).
OMR Recognition
These options allow you to set up the OMR (mark), recognition settings for all
forms in your TeleForm system. These settings maintain how filled a bubble has
to be in order to be considered marked. OMR Recognition settings are used only
when field and form level settings are not specified.
You can modify the following OMS settings:
142
Mark fill low. This setting defines the percentage BELOW which a response
mark is considered EMPTY. By default, response marks that are less than
25% covered is considered empty. However, you can modify this threshold if
needed.
Mark fill high. This setting defines the percentage ABOVE which a response
mark is considered MARKED. By default, any Response Mark covered by
more than 40% is considered marked. However, you can modify this threshold
if needed.
Mark fill adjustment. If the Entry Field uses the Value in bubble option, the
Mark Fill Adjustment determines how much of these internal values to remove.
Reader Tab
This option only takes effect if the values are printed in non-dropout ink,
because dropout values does not result in unmarked responses being
evaluated as marked.
Mark size tolerance. This threshold is controlled only from the Global
Settings > Reader > Recognition tab. It defines the maximum and minimum
difference between the expected size of a response mark and the actual size
of the mark as evaluated by TeleForm Reader. The default value is 15, which
means:
The maximum expected size of any response mark is 15% larger in every
dimension
The maximum expected size of any response mark is 15% smaller in
every dimension
143
The three performance settings allow you to balance speed and accuracy. The
Optimized for speed setting can reasonably be expected to result in more errors
but to require less time. The Balance speed and accuracy setting (default)
strives to achieve a mix of speed and accuracy. The Optimized for accuracy
setting is the slowest of the three, but can reasonably be expected to result in the
fewest errors.
144
Reader Tab
All Characters match, evaluated OK. If all character pairs match and the
confidence of all characters is greater than the defined confidence threshold,
the pages are linked.
All characters match, best guess OK. If all character pairs match and the
confidence of all characters is greater than the defined best guess threshold,
the pages are linked. The best guest threshold is defined in the Character
recognition section on the Recognition tab.
145
Do not save. Select this option if you want TeleForm to discard images that
are identified as NonForms. If you are not using batch processing, NonForms
are discarded as soon as they are identified. If you are using batch
processing, NonForms are discarded when the batch is committed.
If you enable this option, TeleForm automatically prints any NonForms in your
system, just in case one or more of these NonForms comes from your fax
server. Note that AutoMerge Publisher must be open in order for the NonForm
images to print.
146
Reader Tab
To save NonForms even if they are not adjacent to forms choose Attach
NonForms to adjacent forms and select the Save unattached option. If you are
using batch processing, this setting saves all NonForm images, even those
that are attached to forms.
Save unattached
This option forces TeleForm to save all NonForm images that are not attached to
forms. It is only available if you select the Attach to adjacent forms option from the
Non-batch option list.
147
Form
If you enable the Collect Reader field statistics option, Autonomy recommends
that you specify a single form on which this option is performed. Collecting
detailed field statistics for all your forms can slow down your system considerably,
and may require a large amount of disk space.
148
Reader Tab
149
Merge/Print Tab
This tab defines how forms and images are printed from AutoMerge Publisher. It
also controls certain aspects of the merge function.
Enable merges
This option allows you to enable the AutoMerge Publisher form merges. When
enabled, you can distribute merged forms and documents.
By default, AutoMerge Publisher can initiate a merge every 20 seconds. You can
change this range to be anywhere from 5 to 3600 seconds in the Forms to merge
every _ seconds setting in the Queues section.
150
Batch merging
This function works with printed merge jobs. It combines several forms into one
print job, rather than treating each form as a separate job.
You must also define a Maximum batch size at the bottom of the dialog box. The
allowable range is 2 to 100 forms.
If your merge job uses a cover sheet, each cover sheet is treated as 1 item in the
batched print job. For example, if you set your Maximum batch size to 100, but
the merge job uses a cover sheet, you print only 50 merged forms per batched
print job. Your merge is still faster than if you did not enable Batch Merging, but
you do not output as many forms as you might anticipate.
The size of batch merge jobs is constrained by the Maximum batch size setting
in the Queues section. Allowable values are 2 to 100. This setting DOES NOT
affect batch processing in Reader and Verifier.
IMPORTANT Certain form templates are not eligible for
batch merging and will always be sent as separate print
jobs.
Templates are excluded for the following reasons:
The template has an image zone that has the "store
image" property checked
The template has a non-standard page definition (i.e.
variable or multiple copies)
151
Conditional Tabs
The Server Cluster Support tab is available only for Enterprise systems,
since TeleForm Workgroup does not operate in a cluster server environment.
The Remote Settings tab is only visible if you are using the Remote Capture
Option.
The Web Settings tab is only visible if you are using the Web Capture Option.
152
153
154
155
Diagnostic Logging
The Diagnostic Logging feature tracks cluster events for the monitored cluster
servers (both SQL and file servers) and TeleForm commands related to those
events.
Tracked events are written to the relevant application log file (tfdesign_01.log,
tfreader_01.log, etc.).
Level
0
Security Settings
Enable double key validation. Compliance systems should ensure that the
same Verifier operator does not perform Double Key Validation on a data entry
field, form, or batch that the operator has already processed. In other words,
one Verifier operator should not be responsible for performing the original
work and double-checking it.
When you select this option, any one Verifier operator is prevented from
performing Data Review on a batch that the operator has already corrected.
Data Review is the Verifier Mode in which Double Key Validation takes place.
156
Warning text. You must provide appropriate warnings that you are treat a
login as a digital signature if you select the Enable digital signature warning
option. This warning opens when a module is launched even if you select
Single sign-on.
Minimal Logging. Module start up and shut down, operator login and logoff.
Optimal Logging. Minimal logging plus all user and system actions, except
changing individual data elements in the fields.
Report Settings
Report Generator can pull data from the live TeleForm database as well as an
off-line (Archive) database. The synch operation between the live TeleForm
database and the off-line database usually do not have a discernible performance
effect. Refer to the Enterprise System Management Guide for more information on
this option.
157
Tfbatmt
Tfidtbl
Tfauditbatch
Tfauditform
Tfaudituser
Tfauditworkstation
TfauditImage
Tfauditlog
158
The options available in the Multiuser Features > Encryption tab are the
following:
Encrypt Images and Data Files. When this is enabled, the user will not be
able to open the images or the RES files outside of TeleForm.
Keys stored. If you have selected Encrypt Images and Data Files, then this is
the number of encryption keys stored.
When encryption is enabled, the system setting for image zone format will be
hard coded to be the encrypted image format.
159
160
161
162
You may set multiple options by adding values. For example, a setting of 3 would
indicate that batches should be skipped if there is nothing to review or there are
missing pages.
Enable scripts
When enabled, all scripts (e.g. form, system, export) are permitted to run. This
option should only be disabled when attempting to diagnose a problem that may
be related to script use.
Explicit ID Performance
The Value setting defines the Explicit ID performance level (0 by default):
163
Verifier Preloads
Only available when the Configuration Options tab is opened from within
Verifier.
This option specifies the number of images to pre-load in Verifier at one time. The
range is 1-20. The default value is 5.
164
165
166
Remote Capture Option
CHAPTER 10
Both the Remote Capture Option and Web Capture Option are designed to
expand TeleForms sources of batched images and data. These two modules
allow operators who are not physically located within a TeleForm system to
supply that system with batches.
This chapter covers only the Remote Capture Option. See Web Capture Option
on page 179 for information on the Web Capture Option.
Configuration Steps
Synchronization directory
DSS Files
167
Synchronization directory
The Synchronization directory is the storage location for TeleForm Job Settings
used by Remote Capture Stations.
Both the Remote Capture Option and the Web Capture Option use a
Synchronization directory. If you use both these options, you MUST have at
least two distinct Synchronization directories:
DSS Files
When a Remote Capture Station submits a batch, it actually transmits a DSS file
to the Remote batch directory. The DSS file is a compressed package that
includes the batch images and an XML file. This XML file contains any data
collected about the batch, such as index and tracking information.
168
Configuration Steps
as TeleForm itself. In turn, TeleForm supplies Job Settings to the Remote Capture
Stations. These Job Settings control the processing of batches created by RCS
operators.
Remote Capture Stations
2 shown for clarity, more possible
RCS 1
Job Settings
downloaded
by
RCS
Batches
uploaded
to
TeleForm
RCS 2
Remote
Batch
Directory
Synchronization
Directory
Job Settings
Scan Station
or
Reader
Control Center
Configuration Steps
There is no setup or installation program required at the home TeleForm site to
use Remote Capture Stations. The remote workstations that run RCS modules
require the installation of software, which is covered in the Remote Capture
Station User Guide.
169
TeleForm does not include any FTP software; your organization must set up
its own FTP site and procedures.
Directory. This directory must not require a user name or password for
access. It must be shared so that Remote Capture Stations have read/write
access to it. Remote Capture Stations need to read information FROM this
directory and write information TO it.
170
Configuration Steps
Some RCS stations may connect to the home TeleForm site via FTP while
others use the Network method.
Create Directories
TeleForm interacts with Remote Capture Stations through special directories:
One subdirectory for each Remote Capture Station in the Remote batch
directory
Synchronization directory
These directories must be created through Windows Explorer before you can
configure TeleForm to use them.
To create a directory for the TeleForm Remote Capture Station
1. Using Windows Explorer or another browsing tool, create a base Remote
batch directory. This directory can be located anywhere, so long as it can be
accessed by the Remote Capture Stations and the TeleForm Reader stations
that process the batches.
2. Create subdirectories within the base Remote batch directory for every
Remote Capture Station.
IMPORTANT If you are also using Web Capture
Option, the subdirectories for Remote Capture MUST
be different from the directories used for Web Capture.
171
See Configure the Remote Batch Setup Connect Agent on page 174 for
instructions on configuring TeleForm Reader to process DSS files found in
these subdirectories.
3. Create a Synchronization directory.
This directory should be located on a server. The rules for its location are
identical to that for the Remote batch directory. Users at the home site
need read and write access. Remote Capture Stations need read access.
The Synchronization directory is the location where Job Settings are
posted at the home site. RCS stations download these Job Settings to
ensure that all batch creation points in the TeleForm system use common
batch processing settings.
172
Configuration Steps
Single Reader for all RCS batches. You can assign one TeleForm Reader
station to evaluate all the batches created by Remote Capture Stations. In this
case, you only need to setup the Remote Batch Connect Agent on that
particular Reader station.
Multiple Readers, one Batch Distribution Reader. You can also split the
RCS batch load among multiple Reader stations.
173
The best way to split the RCS batch load among multiple Reader stations is
to designate one Reader as a Batch Distribution station (see Distribution.
Specifies how often Reader station checks its internal queue for new images
to distribute. Only one Reader station should have the Batch distribution
feature enabled. It should be disabled on all other Readers. on page 136).
Set up the Remote Batch Connect Agent on that station and allow it to
distribute RCS batches to other Readers.
All Reader stations that process Remote Capture Station batches must use the
same base Remote batch directory. However, each Reader can be configured to
process only batches from specific Remote Capture Stations within that Remote
batch directory.
See Create Directories on page 171 and Configure the Remote Batch Setup
Connect Agent on page 174 for information on the relationship between the
Remote batch directory and the RCS-specific subdirectories.
174
Configuration Steps
3. On the Remote Batch Receive tab, select the Enable remote batch
monitoring checkbox.
4. Select the appropriate Type of connection by which this Reader station
accesses the Remote batch directory.
FTP. Click the Setup button to configure the FTP settings.
Directory. This directory must not require a user name or password for
175
176
9. Select the checkbox for all Remote Capture Stations that provide batches to
this Reader station. Only batches from selected Remote Capture Stations are
processed by the Reader on which you are configuring the Connect Agent.
10. If you want other Reader stations to process batches from Remote Capture
Stations, open the Remote Batch Connect Agent on those Readers and
repeat Step 9.
The Workstation Name that they must type during the installation of their
Remote Capture Stations. This name is discussed in Create Directories on
page 171;
Any FTP or network passwords that must be entered to gain access to the
Remote batch directory or Synchronization directory.
The operators who install the Remote Capture Stations must know this
information in order to configure the individual stations.
If you want your Remote Capture Station operators to be able to contact Cardiff
Technical Support directly, you must provide them with your registration or
maintenance contract information.
177
Clicking the Synchronize Now button on the Job Configuration dialog box
automatically saves all new and modified Job Settings to the Synchronization
directory. See Synchronization Directory Setup on page 172 above for
information on defining this directory.
Every Remote Capture Station can access the Job Settings found in the
Synchronization directory, assuming the Remote Capture Stations are also
properly configured with the directory location.
178
Web Capture Option
CHAPTER 11
The Web Capture Server, which connects the Web Capture Clients and
TeleForm.
From the standpoint of the operator creating a batch, the Web Capture Option is
a very light application. The operator simply browses to a URL. There is no setup
program and the Web Capture Option can be run on a wide range of computers.
This chapter describes the Web capture option.
179
Web
Capture
Server
Batches
Job Settings
o
o
o
TeleForm:
Scan Station
Designer
Control Center
Batches
Job Settings
Firewall
TeleForm Reader
180
Concurrent Users
DSS Files
Synchronization directory
Firewall
Concurrent Users
Each Web Capture Option license limits the number of Web Capture Clients who
can access the Web Capture URL simultaneously. If more Web Capture Clients
attempt to access the server than are allowed by the license, the extra clients
are denied access. Such clients receive a message explaining why access was
denied.
DSS Files
When a Web Capture Client submits a batch, it actually transmits a DSS file to the
Web Capture Server. The DSS file is a compressed package that includes the
batch images and an XML file. This XML file contains any data collected about the
batch, such as index and tracking information.
FTP
Directory
Network
181
http
or
https
Web Capture
Clients
http
or
https
FTP,
Directory,
Network
TeleForm
See Configure the Web Capture Connect Agent on page 191 and Configure
Synchronization Directory on page 192 for instructions on selecting the transfer
method.
182
Batch
(DSS)
Web
Capture
Server
DSS
Web
Capture
directory
DSS
Server
folder
Web Capture
Connect Agent
TeleForm Reader
Synchronization directory
The Synchronization directory is the storage location for TeleForm Job Settings
used by Web Capture Clients when creating batches. You are not required to save
all Job Settings to this directory; you can limit the available job settings depending
on what type of batches are created by Web Capture Clients.
183
Both the Remote Capture Option and the Web Capture Option use a
Synchronization directory. If you use both these options, each should have a
unique Synchronization directory. If you use the same directory for both, you
cannot limit the job settings used by Web Capture Clients.
Web Capture Client
Web
Capture
Server
Synchronization
directory
Job
Settings
TeleForm
Firewall
See Web Server for Web Capture Option on page 42 for information on the
system requirements for the Web Capture Server.
184
We recommend that the Web Capture Server be insulated from the home
TeleForm site by a firewall. The Web Capture Server should be located outside
the firewall if Web Capture Clients outside the firewall need access to it.
Web Capture Server
Web capture
directory
Synchronization
Firewall
TeleForm
185
These steps cover only the installation of the TeleForm side of the Web Capture
Option. For information on installing the Web Capture Client to remote
workstations, see Install the Web Capture Client on page 194.
Older Files
When installing Web Capture Server 10.3 or later, older versions of files that may
have been customized in the WCMApp and WCMServices directories are placed
in a backup directory, named with the date the directory was created. For
instance, the directory path may look like C:\Inetpub\TeleForm Web
Capture\Backup\10_30_2006_14_00_27.
NOTE JavaScripts for the TeleForm 9.1 release of Web
Capture are not supported and must be updated to work
with TeleForm 10.0 and later.
186
187
8. On the Virtual Directory Alias screen, type an alias for accessing the WCM
virtual directory.
9. On the Start Copying Files screen, click Next.
10. The Setup Status screen tracks the progress of the installation.
11. The InstallShield Wizard Complete screen is shown when the installation is
finished.
a. Select the Open configuration page option to automatically launch a
Web page for configuring the Web Capture server. See Configure The
Web Capture Server on page 189 for instructions on using this page.
b. To launch this configuration page later, use your web browser to open this
file:
http://server_name/WCM/WCMServices/WCMConfig.aspx
c. Click Finish.
12. The following subdirectories exist under Inetpub\TeleForm Web
Capture\. If you changed the installation location, the root directory may be
different, but the subdirectory names remain the same.
AdmHelp. Help files related to the Web Capture Server Administration
pages
WCMApp. Web Capture Client files
WCMServices. Web Capture Server configuration files
WebHelp. Help files for the Web Capture Clients
Create Directories
You must create several directories before proceeding.
To create the required installation directories
1. Open Windows Explorer.
2. Browse to a location that can be accessed both by the Web Capture Server
and TeleForm.
3. Create a new folder named WCMDir in this location.
4. In the WCMDir folder, create two more folders:
bat
sync
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5. In the WCMDir\bat folder, create one last folder. The name of this folder
should match the machine name of your Web Capture Server. For example, if
your Web Capture Server is named Colossus, the full path for this folder
should be:
WCMDir\bat\Colossus
WCMDir
sync
bat
Web Capture
Server name
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190
You can assign one TeleForm Reader station to evaluate all the batches created
by Web Capture Clients. You can also split the Web Capture Client batch load
among multiple Reader stations.
After you have determined how TeleForm Readers handle Web Capture batches
(see next column), proceed to Configure the Web Capture Connect Agent on
page 191.
Single Reader. If you want only a single Reader station to process all Web
Capture Servers, you should configure the Web Capture Option Connect
Agent on that Reader and no others.
Multiple Readers, Batch Distribution Reader. The best way to split the
Web Capture batch load among multiple Reader stations is to designate one
Reader as a Batch Distribution station (see Distribution. Specifies how often
Reader station checks its internal queue for new images to distribute. Only
one Reader station should have the Batch distribution feature enabled. It
should be disabled on all other Readers. on page 136). Set up the Web
Capture Option Connect Agent on that station and allow it to distribute Web
Capture batches to other Readers. You do not need to configure the Web
Capture Option Connect Agent on any other Reader stations.
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See Configure The Web Capture Server on page 189 for more information
on this directory. The Web capture directory specified on the Web Capture
Server Administration page MUST match the Web capture directory
specified for the Connect Agent.
6. Open the Remote Servers tab.
7. Click the Add button.
8. In the Add a Web Capture Server dialog box, type the name of a Web
Capture Server and click OK.
NOTE This name must match the Server Name portion
of the WCMDir\bat\ServerName subfolder you
created earlier. See Create Directories on page 188
for instructions on naming this directory.
9. Place a check next to each Web Server that will send batches to this Reader
and click OK.
10. Proceed to Configure Synchronization Directory on page 192.
192
193
6. In the Jobs to include list, place a check next to the jobs that you want to
include in the synchronization.
7. Click OK.
See Synchronize Job Settings on page 194 for information on saving Job
Settings to the Web Capture Synchronization directory.
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from Designer, you must still open the Job Configuration dialog box in Scan
Station or Control Center to initiate the Synchronize Now command.
The Synchronize Now button is not available unless you have configured a
Synchronization directory for the Web Capture Option or the Remote Capture
Option.
If you use both the Web Capture Option and the Remote Capture Option, you
should have two separate Synchronization directories. If you use the same
Synchronization directory for both options, you are unable to limit the Job Settings
available to Web Capture Clients. All Job Settings are saved to the single
Synchronization directory, and therefore all are available to Web Capture Clients.
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2. Select the job that you want to edit in the Jobs window.
3. Click the Modify button.
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197
The Web Capture Server saves batches to a subdirectory in the Web Capture
Directory. See Create Directories on page 188 for information about creating this
subdirectory.
IMPORTANT At least one TeleForm Reader station must
be configured to process batches from this directory. See
Configure the Web Capture Connect Agent on page 191
for instructions.
Synchronization Directory
This directory stores the TeleForm Job Settings that are used by Web Capture
Clients when creating batches. By default, it is:
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This directory cannot be created from the Configuration Settings page. See
Create Directories on page 188 for information about creating this subdirectory.
TeleForm must be configured to save Job Settings to this directory. See
Configure Synchronization Directory on page 192 for instructions.
Network Login
If the Remote Batch and Remote Synchronization directories are on a local drive,
select the Use default ASP.NET account option.
If either directory is not on a local drive, de-select Use default ASP.NET account
and specify the Domain, User ID, and Password for the directories. Make sure
that both directories can be accessed through the same Domain, User ID, and
Password.
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3. The license is added to the Web Capture Server. A summary of the license is
displayed in the License Summary window.
To reset a license
Use the Reset button to clear a license entry and reload the last valid Web
Capture Option license.
License Summary
The License Summary window displays:
How many users can access the Web Capture Server concurrently. See
Session Info Page on page 200 for information on tracking current sessions.
200
Login Time. The last time the client logged into the server.
Last Batch. The last time the client submitted a batch to the server.
Last Contact. The last time the client had contact with the server.
201
202
Customize Verifier for Your
Operators
CHAPTER 12
The default Verifier configuration works well for processing the majority of forms.
However, you may want to change these aspects of how Verifier functions:
Form, Field, and Character Mode Options. Configure how Verifier behaves
and looks during Form Mode, Field Mode, and Character Mode correction.
This chapter describes how to customize Verifier and includes the following topics.
Correction Options
Keyboard Options
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204
4. Double-click an operator from the list. A menu of Verifier settings opens in the
display pane.
205
Correction Options
Depending on the nature of the forms you are processing, there are occasions
where you may wish to skip over one or more correction modes, or restrict a
particular workstation to a single correction mode.
If you designate a workstation for a particular correction mode, you may also set
the Image Management Options such that only forms requiring that type of
correction are visible at this workstation. For instructions on setting your Image
Management Options, see page 206.
The number of errors in the field is greater than the Maximum in field value;
AND
The number of errors in the field is greater than or equal to the Minimum in
field value;
AND
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Keyboard Options
Maximum in Field
Percentage in Field
Keyboard Options
The Keyboard Options determine what key strokes are assigned to commands
for these correction modes:
Character Mode
Field Mode
Form Mode - Single Line Fields (Constrained Print Fields, single line Image
Zones, and Entry Fields)
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6. In the Select a Key list, click the key you want to assign to the command.
7. The Control, Shift, and Alt check boxes are available or disabled depending
on whether they may be used with the key you selected in step 6.
8. If the current key combination is already mapped to a command, the name of
the assigned command is displayed in the Currently assigned to box. A key
combination can only be assigned to one command per category. If a key that
is already assigned to another command is chosen as the new key
assignment, it replaces the old key assignment.
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9. Repeat these steps for the same command or a new one. You can assign
more than one key combination to a command, but a specific key combination
can only control one command.
To remove a Keystroke Assignment
1. In the Keyboard Assignments dialog box, select the command that you want
to remove the keyboard assignment for in the Command list.
2. Select the key assignment in the Current Keys list.
3.
Click Remove.
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You can choose any or all of the following settings from the Correction Options
tab of the Form Mode Options dialog box.
210
Don't prompt to save data after each form. When enabled, this option
automatically saves the item after the last field is corrected. This option is
disabled by default.
Skip empty Image Zones. When enabled, Verifier ignores Image Zones that
do not contain any information. This option is enabled by default.
Leave after all fields visited. When enabled, Verifier automatically exist the
Capture Zone after all fields have been visited. This option is disabled by
default.
Leave after tabbing out of last field. When enabled, Verifier automatically
exits the Capture Zone after you TAB out of the last field. This option is
enabled by default.
Leave when user presses enter. When enabled, Verifier automatically exits
the Capture Zone when the Verifier operator presses the ENTER key. This
option is enabled by default.
Appearance Tab
These settings determine how the various elements of an image are displayed
during Form Mode correction.
Color. Select a color for the following elements of an image during Form
Mode correction:
Normal Text
Current Field Highlight
Selected Character Highlight
Questionable Character Text
Choice/Entry Field Mark
Multi-Line Image Zone Font Size. These settings determine the size of the
text that is shown when you type a value for a multi-line Image Zone.
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212
Fit Sides
Fit Vertical
Magnify (200%)
Dont allow incorrect entry. When selected, you cannot override any
constraints or validation settings which were assigned to the field either during
template design or by a script. For instance, you could not insert a numeric
character if the field was designated as alphabetic. This option is enabled by
default.
Only allow special characters from recognition settings. When
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Exclude Image Zones. By default, single-line Image Zones are only corrected
during Form Mode. However, you may encounter situations where Character
or Field Mode correction for such fields is appropriate. In such cases, you can
disable the Exclude Image Zones function.
Appearance Tab
These settings determine how the various elements of an image are displayed
during Field Mode correction.
Color. Select a color for the following elements of an image during Field Mode
correction:
Corrected Text
Current Text
Current Questionable Character Text
Selected Character Highlight
Uncorrected Text
Uncorrected Questionable Character Text
Current Field Highlight
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Number of columns and rows to display. Sets the number of rows and
columns of characters that appear. The default setting is 9 x 6. This means
that the character boxes are sized to fit in nine columns and six rows in the
Verifier window, up to the number of characters to display selected. Available
grid sizes are 12 x 8 (smallest), 9 x 6, 6 x 4, 3 x 2, and 2 x 1 (largest).
Exclude confusable characters. This option filters out characters that are
hard to identify without seeing them in context (like the letter O and the
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number 0). Click the Setup button to configure which characters are deemed
confusable.
TeleForm provides a default setting for look-alike characters that can be
enabled simply by checking the Exclude Confusable Characters check box.
See Manage Confusable Characters in Character Mode on page 217 for
instructions on customizing this function.
Exclude Image Zones. By default, single-line Image Zones are only corrected
during Form Mode. However, you may encounter situations where Character
or Field Mode correction for such fields is appropriate. In such cases, you can
disable the Exclude Image Zones function.
Sorting. You can sequentially sort the characters that are shown during
Character Mode.
Alphabetical by field name. Sorts characters by the name of the field
recognized best guess character. This groups all characters that were
recognized as 'A' together and all characters that were recognized as 'B'
together, etc.
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Appearance Tab
These settings determine how the various elements of an image are shown during
Character Mode.
Colors. Select a color to display for Corrected Text, Current Text, Current
Background, Uncorrected Text, and Current Character Highlight Rectangle.
Best guess character position. Specify where the best guess characters
should be displayed. Possible choices are upper left, upper right, lower left,
and lower right. The preview is updated whenever this option is changed.
Best guess character font size. Control how large the best guess character
is. Possible choices are Small, Medium, and Large. The preview is updated
when this is changed.
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designating these as look alike characters, they are excluded from Character
Mode correction and are shown instead during Field Mode correction, where they
can be deduced from the context of the field.
To add or remove characters from the default Look-Alike settings
1. Start Verifier.
2. From the Options menu, click Character Mode.
3. On the Character Mode Options dialog box, click the General Options tab.
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7. To exclude a character:
a. Select the Character class.
b. In the Correctable Characters list, select the character you wish to
exclude.
c. Click the
button.
8. To include a character:
a.
button.
219
3. Select the Character classes you want to restore to their default values.
4. Click OK to save your changes and return to the Look-Alike Character Setup
for Character Mode dialog box.
220
PART 3
TeleForm
Maintenance
222
Run and Manage TeleForm
CHAPTER 13
License Monitoring
Run Modules
Control Center
TeleForm Monitor
License Monitoring
TeleForm modules cannot be run from a workstation unless TeleForm can verify
that you have a valid, activated product. This is done using TeleForm License
Service that is used to lock TeleForm to the TeleForm server using Machine
Locking.
See TeleForm License Service on page 223 for details about these license
monitoring methods.
223
Run Modules
Most often, all the program files for all the TeleForm modules are installed to each
workstation. You can choose to install only certain modules to workstations, but
you do not need to do this. If you choose the default installation method, all the
TeleForm modules are available on every TeleForm workstation.
TeleForm License Service keeps track of how many instances of each module are
running and prevents you from launching modules for which you have insufficient
licenses. Reader and AMP stations running those modules as services (Run
Reader and AutoMerge Publisher as Services on page 224) are also tracked.
To launch a module
To start a TeleForm module on a workstation, click Windows Start > Programs >
Cardiff TeleForm and select the module.
Reader
These services are installed and registered by the setup program. Initially, they
must be manually started. However, you can change the startup method from
manual to automatic. See Configure Services on page 225 for instructions.
NOTE AutoMerge Publisher and Reader can be run as
services only by TeleForm Enterprise. TeleForm Workgroup
does not support this configuration.
224
System Requirements
In addition to the operating systems supported for workstations, Reader and AMP
services can run on these server operating systems:
2008 Server (Service Pack 2), Windows 2008 R2 Server (Service Pack 1)
IMPORTANT They CANNOT be run as a service on the
TeleForm Server, or on any member of a cluster if that
cluster is acting as the TeleForm Server.
Reader and AMP can also be run as regular applications, not only services, on
these server operating systems.
User Interface
When run as services, Reader and AMP have no user interface
Even if you usually run these modules as services, you can always launch the
regular user interface. Simply click Windows Start > Programs > Cardiff
TeleForm > TeleForm Reader or AutoMerge Publisher. For example, if you
want to use Readers Connect Agent Setup feature, you can launch the Reader
module and use the Utility > Connect Agent menu. Similarly, if you need to create
a new merge, you can launch AMP, configure the merge, then shutdown the
module and run the TeleForm AutoMerge Publisher service. You can also
configure merges through Designers Utility menu.
Configure Services
To configure the TeleForm AutoMerge Publisher or TeleForm Reader
services
1. Start the TeleForm workstation on which the service(s) are run.
2. Launch the Windows Control Panel.
3. From the Control Panel, click Administrative Tools.
225
8. Open the Log on tab and choose the log-on method for the service:
Local System account
This account. You must specify a valid user name (including domain, if
226
Control Center
Control Center
Control Center is a powerful application that allows you to monitor and control
your TeleForm system.
TeleForm Control Center is a snap-in for Microsoft Management Console (MMC).
The relationship of the Control Center snap-in to the MMC consists of a shared
common hosting environment, and cross-application integration. The Control
Center snap-in resides in the MMC, but does not run on its own. The Control
Center snap-in delivers the actual management behavior; MMC itself does not
provide any management functionality. The MMC environment provides for
seamless integration between snap-ins. Therefore, the combination of Control
Center and MMC allows you to manage your TeleForm system within an
integrated interface.
TeleForm Control Center manages every aspect of automated capture processing
in TeleForm. When you are processing a high volume of data, it is important to
know how many images are in each phase of the system, and how quickly these
images are being processed. With TeleForm Control Center, you can find where
the system is not as efficient as it could be, and find ways to optimize your system.
You can think of TeleForm Control Center as a high-tech diagnostics lab. Because
of the sophisticated equipment (MMC), analyzing form processing becomes a
scientific pursuit. If your experiment (form processing with the current
227
configuration) does not yield the desired results, you troubleshoot the problem
(using Control Center Statistics), and come up with a solution (by changing one or
more configuration settings and/or by changing one or more form designs).
228
Control Center
The Control Center tree is in the left pane of the Control Center window:
When you click on a folder, its contents are displayed in the right pane of the
Control Center window (the display pane).
229
Graph Colors
The Colors tab allows you to set the colors used in the Control Center Graphs.
To change the graph colors
1. In the TeleForm Control Center tree, double-click Configuration Settings.
This folder expands to include four sub-folders.
2. Double-click Control Center.
The Control Center list is shown in the display pane.
3. Double-click Control Center in the display pane.
4. The Control Center Properties dialog box opens.
5. Click the Colors tab. The Colors dialog box opens.
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Control Center
Workflow Analysis
Control Center gives you access to complete workflow analysis. This analysis
includes extensive system and operator statistics. Control Center statistics cover
specific things such as the number of images in a batch that are waiting to be
evaluated by Reader stations. They also cover more general things such as the
average time it takes to evaluate one image in TeleForm Reader. Using these
statistics, you can manage and optimize the entire data collection process: from
scanning images and correcting forms through final data output.
Using Control Center Statistics, you can determine the following:
How many TeleForm Designer, Reader, Verifier, Scan Station, and AutoMerge
Publisher stations are being used;
How many images are waiting for evaluation in TeleForm Reader and
correction in TeleForm Verifier;
High, low and average time to evaluate a forms image in TeleForm Reader;
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If you want to collect Reader statistics, you must select the Collect Reader
statistics check box. It is recommended that you enable this setting.
If you are processing a large number of items per day, you may want to set
Form Tracking to Minimal Tracking to maximize the systems speed.
If you need to collect detailed field statistics, make sure that you only do so while
you are optimizing a single form or document. In addition, make sure that you
clear the Collect detailed field statistics... check box when you are done
optimizing that form or document. Collecting these statistics can greatly slow
down form evaluation in your Reader stations, slow down the system
considerably, and may require a large amount of disk space.
IMPORTANT Minimal Tracking automatically deletes
intermediate records (such as prints, receives, and sends).
Full Tracking collects and stores intermediate records.
With Full Tracking on, these intermediate records remain
on your system until you delete them manually.
Statistics Parameters
Before you start analyzing TeleForm processing, you must specify what time
period you want to focus on and how often you want to measure TeleForm.
To set the statistics parameters
1. In the TeleForm Control Center tree, expand the Configuration Settings
branch.
2. Select Control Center.
3. Double-click Control Center in the display pane.
4. The Control Center Properties dialog box opens with the Data tab displayed.
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Control Center
a specific time interval. Type the number of days that you want the
statistics to reflect. For example, if you type 1, the statistics are only for
today.
Your Purge Log settings impact how much data is actually available. Refer to
Use the Purge Log on page 252 for more information.
6. Under Batch Data, type the number of minutes that you want deleted and
completed batches to show up under the Current Workload branch.
7. In the Refresh Data (sec) box, type a number. For example, if you type 300,
Control Center updates the statistics every 5 minutes.
NOTE If you have built up a large amount of
information in your statistics databases, you may notice
a slight decrease in system performance. To improve
system performance and responsiveness, include data
for only one day, and increase the value in the Refresh
Data (sec) box.
8. Click OK to save settings and close the Control Center Properties dialog box.
233
4. Click the Collect Reader statistics check box if you want to collect statistics
from TeleForm Reader. You can also click the Collect Reader field statistics
check box if you want to collect evaluation statistics for every field on a
particular form or document. Select the template that you want to collect field
234
Control Center
statistics for, or select <All forms> if you want to collect field statistics for all of
your forms and documents.
NOTE Remember that you only want to collect Reader
field statistics while optimizing a form or document, not
while processing.
5. Click OK.
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Alerts
With Control Center Alerts, you can have messages open whenever an
administrator-specified event occurs. Optionally, you can set up Control Center to
perform certain actions, such as sending an email or executing a command, when
a specific event occurs.
For example, if you want to be notified when more than 300 images need
evaluation, you can enable the More than __ images need evaluation Alert, and
type 300 in the corresponding box. You can then take the necessary actions to
increase (or start) the evaluation of images whenever there is a backlog.
Using Control Center Alerts, you can specify conditions that result in a warning
message being displayed. You can generate alerts for the following conditions:
When TeleForm estimates that the forms or documents in the system are not
be completed by a certain time;
When there are items that have been in the system for more than a specified
number of days;
When a TeleForm Statistic file exceeds the size specified, e.g., a file
exceeding 100KB in size;
When a TeleForm database log file exceeds the size specified, e.g., a file
exceeding 200KB in size.
236
Control Center
Email Alerts
In addition to displaying alerts in the Control Center module, you can also set
Control Center Alerts to provide email notification, execute a command, or log the
event in the NT Event Log.
237
The Alert section displays the Alert ID and a description of the alert (e.g.
Estimated completion later than __ today).
Send Email to. Defines the recipient(s) of the Email Alert. Click the Send
Email to checkbox and type one or more email addresses in the input field
separated by semicolons.
Execute command line. Specifies a command to be performed when the
given condition occurs. If you want the alert message text to be added to
the command line, use %1 to indicate the placement of the message
text.
Log Alert to NT Event Log. Sends a log entry to the Event Log on the
TeleForm Server. Click the Log Alert to NT Event Log checkbox to log
the event.
Test Action. After setting up the Alert Actions, you can test them by
for a specified time period. Type the time (in hours) in the input field. Some
alerts use additional filtering options:
Same alert subject suppresses subsequent alerts from the same batch,
238
Control Center
the specified time frame, if the alert has not been cleared in that time. Type
the time (in hours) in the input field.
3. Click Apply to save and apply your settings.
239
240
Control Center
Global Settings
Global settings are those settings that apply to every workstation, user and form in
the TeleForm system. These settings are the most powerful settings in Control
Center. Therefore, be careful when you change a global setting, because it can
affect your TeleForm system dramatically.
Setting
Description
Security
Licenses
Image
Preprocessing
Recognition Set
Reader Settings
Form Merges
Purge Log
Multiuser Features
Job Configuration
Advanced
Configuration
241
Station Settings
When you click the Station Settings sub-folder, a list of your TeleForm
workstations are shown in the display pane.
When you double-click on a workstation, the Local TeleForm Settings dialog box
for that workstation opens.
For example, if you have TeleForm Reader generating batches using Automated
Batch Creation on a workstation that is also used for verification, you probably
have the enable evaluations option for this Reader turned off. However, if you
determine that the amount of images in the evaluation queue is such that you
cannot complete their evaluation by the end of the workday, you can turn on the
enable evaluations and leave it on until the queue is sufficiently reduced.
The following table contains a description of each Local TeleForm Setting:
242
Station Setting
Description
Designer tab
Control Center
Station Setting
Description
Reader tab
Merge/Print tab
Configuration
Options tab
User Settings
User settings apply to individual TeleForm operators.
To view a users settings
1. Expand the Configuration Settings branch.
2. Expand the User Settings branch.
3. Click the User Settings sub-folder. The list of operators is shown.
4. Select a user from the list. The user settings is shown in the display pane.
For more information on changing user settings, refer to Customize Verifier for
Your Operators on page 203.
243
Batch Control
Workgroup and Enterprise customers can commit, discard, and pause batches
from Control Center rather than having individual Verifier operators perform these
tasks. Using Control Center for batch disposition frees your Verifier resources to
concentrate on Quality Control and correction tasks.
To perform an action on a batch
1. Right-click a batch in the Control Center Current Workload display.
2. Select Properties.
3. The Batch Properties dialog box for the selected batch opens.
4. Select a batch disposition task from the Action list.
Commit
Discard
Pause
Resume
5. Click OK.
If you just want to view the basic throughput statistics, you can log on as any
TeleForm user, or you can click Cancel on the TeleForm Login dialog box.
If you want to change Purge Log settings you must log on as a user with
administrative rights.
244
Control Center
2. Look in the Evaluate column, and see if any of these statistics point to the
problem.
If the average time to evaluate an image seems too long, you may need to
reconfigure either your TeleForm Reader station settings, your global capture
processing settings, or your form or document design.
3. Try changing your local or global settings, and then process a batch of forms
with these new settings.
4. Repeat steps 1-3 until you have increased TeleForm Reader efficiency.
5. If your evaluation efficiency is still problematic:
Re-design one or more of your forms.
Purchase additional Reader licenses.
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TeleForm Monitor
TeleForm Monitor is used to oversee the fundamentals of each TeleForm
workstation. It can show you the status of each workstation as well as the status of
each image that is currently being processed by TeleForm Reader.
Error Log. Provides a centralized view of all errors logged by all TeleForm
modules. You can filter the list by Workstation, Application and Age.
Image Queue. Provides the same list of images previously shown in TeleForm
Monitor but also provides a great deal of additional information. See Monitor
Queued Images on page 248 for more information.
246
TeleForm Monitor
The status of each TeleForm application running over the network.The following
table lists possible status values for each TeleForm application
Status
Meaning
Active
Idle
Stalled
247
Status
Meaning
If you want, you can view, save, print or delete an image in the Image Queue
list using the Monitor menu commands. For example, to view an image, click
on the image in the Image Queue list, and then select View on the Image
menu.
If you attempt to view a queued image through Monitor while the file is being
evaluated or viewed by another workstation, a 'file locked' message opens.
After a file has been retrieved for evaluation by Reader, the image is removed
from the queue.
You cannot delete an image from the TeleForm Monitor if the image is part of a
batch.
Bad Images
A Bad Image status can be caused by:
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TeleForm Monitor
A file that TeleForm does not recognize as one of its supported image formats.
If a Bad Image is found in the TeleForm Monitors Image Queue, the image
should be removed.
To remove a bad image
If the image is not part of a batch,
a. Select the image in the Image Queue
b. Click File > Delete.
Bad Evaluations
If an image in the Image Queue list has a Bad Evaluation status, this means that
TeleForm Reader had a problem processing one or more fields on the image. The
image was evaluated and passed on to Verifier. The image that generated the
Bad Evaluation in TeleForm Monitor also displays the Bad Evaluation status in
Verifiers Image Management dialog.
When the Verifier operator opens the image and corrects it, the Verifiers status
bar reflects the status of each field during the correction process. When the
problem field is found, the Verifier status bar indicates a status of Bad Evaluation
and the field(s) that caused the problem are displayed.
If this occurs occasionally, correct the field as you normally would and the image
completes the verification process and exports with no problems. However, if you
receive this message frequently, you should contact Autonomy Cardiff Technical
Support.
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250
Maintain System
Performance
CHAPTER 14
Archive Images
251
Archive images;
252
Both methods allow you to specify the age of the files to be deleted. By default,
the Purge Log is set to purge your TeleForm files after they have been on your
system for seven days, excluding NonForms and any images.
Scheduled Purges
By default, the Purge Log is configured to delete files after they have been on
your hard drive for 7 days. While you can purge files manually with the Purge now
function, or use the standard automatic purge feature, you can also schedule your
purges so they occur at a convenient time. Scheduling purges for the weekend,
for example, can keep your TeleForm Reader station process forms more
efficiently during the week.
253
Purge Events
The following paragraphs describe the events that can be purged.
254
Deleted Data/Exports
These are records of files that have been deleted and of forms that have been
auto exported or manually exported from TeleForm.
Stored Images
In the Stored Images section, select the types of image files that you want to
purge.
You can choose to purge images with the status Non Form, Evaluated OK, Labels
& Zones, or all of these.
You cannot automatically purge images with the status Needs Review, since they
contain data that has not been processed yet. These files can be deleted
manually from the Form Log or TeleForm Verifier's Stored Images window.
Other Events
In the Other events section, you can choose to purge:
Batches that have been completed (that is, they have been committed or
discarded)
For more information about Database Utilities, refer to the TeleForm Help.
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Archive Images
TeleForm Verifier has a built-in archiving feature that allows you to remove any
number of form images from standard TeleForm activity and store their image files
in the \BAK subdirectory. These files are no longer listed with the TeleForm
Verifier stored images unless the Show Archived Images option is selected.
Archiving old files reduces overhead so TeleForm can better track your current
files but it does not compress the images.
To save additional hard disk space, you may manually copy archived files from the
\BAK subdirectory to another disk or drive.
Archived images can be re-evaluated directly using the TeleForm Reader
Evaluate Image command. An evaluated image is processed exactly the same as
if it were an incoming fax or newly scanned image because of image
pre-processing.
To archive forms
1. Start TeleForm Verifier.
2. In the Image Management dialog box, select the forms to archive from the
Stored Images list.
3. From the Image menu, click Archive.
4. You are prompted as to how you want to handle the images after they are
archived. Click Yes or No to archive the files.
Click Yes if you want to delete the images after they have been archived.
256
257
258
Revision Control
CHAPTER 15
Training of the TeleForm operators who will use the revision control function.
CAUTION A lack of preparation or understanding of any of
these requirements can cause your TeleForm system to
experience serious problems when revision control is
enabled.
Prerequisites
Precautionary Notes
259
Prerequisites
To use revision control with TeleForm, the following prerequisites must be met:
You must run TeleForm 8 or later. Earlier versions of TeleForm do not support
revision control;
You must use Microsoft Visual SourceSafe as your revision control software.
This product is the only source control software certified for use with
TeleForm.
IMPORTANT This chapter should not be considered a
substitute for reading the documentation provided with
SourceSafe.
To create new merges or modify existing ones, the SourceSafe client must be
installed on your AutoMerge Publisher workstations.
260
Configure SourceSafe
To configure SourceSafe, you must install the SourceSafe client and add the
network logon names to SourceSafe.
Every Designer and AutoMerge Publisher workstation on your TeleForm system
must have the Microsoft Visual SourceSafe client installed. The operators who will
work at these stations should be thoroughly trained on SourceSafe in general and
the specific interaction of SourceSafe and TeleForm before they begin working.
NOTE Cardiff recommends that you take advantage of the
Use network name for automatic user login function in
SourceSafe.
Run Designer
Create Forms
Open Forms
Delete Forms
261
Import/Export Forms
The following rights would allow an operator to modify the revision control settings
in TeleForm, and as such you should seriously consider disabling them:
Administrator
Configure Designer
Configure TeleForm
SourceSafe must already be installed and functional before you can link it to
TeleForm.
To link SourceSafe to TeleForm
1. Start TeleForm Designer.
2. From the Utilities menu, click Configuration.
3. On the Global & Local TeleForm Settings dialog box, open the Multiuser
Features > Revision Control tab.
4. Select the Enable checkbox.
5. The Select Revision Control Provider dialog box opens. This dialog box is
automatically populated with the revision control clients found on your
computer. Choose your revision control software and click OK.
6. You are prompted to Select or add the base project. Click Yes to continue,
No to stop the process of configuring revision control.
262
7. On the Visual SourceSafe Login dialog box, type your user name, password
(if any) and use the Browse button to select the SourceSafe database.
263
Aux Label. This field shows the root directory of Microsoft Visual
SourceSafe database to which your form and Shape Library files are
added and from which they are checked in and out.
Options. This button launches a control dialog box from SourceSafe. See
264
TeleForm
SourceSafe
Rename items
Yes
NO
Yes
NO
Check in items
Yes
NO
Yes
NO
Yes
NO
Yes
NO
Yes
NO
No
Yes
Yes
Yes (Not
recommended)
No
Yes
No
Yesa
265
a. The Get command should only be initiated from Microsoft Visual SourceSafe if you must recover from a massive loss of TeleForm data.
Precautionary Notes
The revision control feature can cause your TeleForm system to behave
unexpectedly if it is not properly configured and used. Improper usage can cause
problems such as:
Overwriting Forms via the Import Command. Forms that are checked out of
revision control are given read and write access. If a form designer imports a
form that has the same name as the checked out form, the imported form
overwrites the checked out form, even if the imported form represents an older
version of that form. No warning message opens.
Breaking Revision Control Links. If you rename or move folders or files from
within Microsoft Visual SourceSafe, you break the link between TeleForm and
SourceSafe. When these links are broken, you cannot perform the most basic
source control functions, such as checking in, checking out, adding files to
revision control, and deleting files from revision control.
Locking Files in TeleForm. If you delete a project from within Microsoft Visual
SourceSafe, and this project contains TeleForm items, those items are locked
and unavailable for use in TeleForm. You cannot open, export, move, rename,
or delete them from within Designer or AutoMerge Publisher. As noted
throughout this manual, you should NOT manage the projects and files that
have been added to SourceSafe through the Microsoft Visual SourceSafe
interface. Only in rare instances should you perform any revision control tasks
from SourceSafe itself. Use the controls in TeleForm to manage your revision
controlled items.
You can use the Validate Files function to recover locked files. See Validate
Files on page 273 for more information.
266
Red check marks next to forms show that they are checked out.
Click a revision control command to perform that action on the form or folder.
267
You cannot place the shapes within the Shape Library in revision control. The
entire Shape Library file (GLS file) is subjected to revision control. The check out,
check in, history, and difference commands are performed on the entire GLS file.
268
Check out
Check in
History
Difference
Validate Files
Forms
269
The Add to Revision Control dialog box allows you to choose from the following
options:
Add only the folder (which becomes a project in SourceSafe). Do not select
either of the checkboxes.
Add the folder and the forms it contains. Select the Add forms checkbox.
Add the folder and any sub-folders (all of which become projects in
SourceSafe). Select the Add sub-folders (recursively) checkbox.
Add the folder, sub-folders, and forms these folders contain. Select both the
Add forms and the Add sub-folders (recursively) checkboxes.
Yes. The file on your local hard drive are replaced by the file in SourceSafe
which you had previously removed from revision control.
No. The file on your local hard drive is added to SourceSafe. The file that had
previously been removed from revision control must be purged at some time.
Check out
You can Check out forms and Shape Library files after they have been added to
revision control. When an item is checked out of SourceSafe, the file that is stored
in the Microsoft Visual SourceSafe database is copied to the corresponding
270
Check in
You can check in forms and Shape Library files after they have been added to
revision control and are checked-out. When an item is checked in, the file in your
local TeleForm directory structure is assigned a status of read-only and cannot
be modified. A copy of this file is added to the SourceSafe database.
To check in forms
1. When you initiate a Check in command, the Check In dialog box opens.
271
Difference
The Difference command compares the copy of a file that is stored in the
Microsoft Visual SourceSafe database with the copy of the same file stored on
your local TeleForm directory structure.
This command does not produce a summary explaining the exact differences
between the SourceSafe and TeleForm versions of the files. You are notified if
there are any differences.
When run on a Shape Library file, the Difference command triggers a binary
file comparison without regard to contents. Differences are not apparent until
you Save the modified Shape Library file on your local TeleForm directory.
When run on a form, the Difference command detects whether the saved
version of the form within your TeleForm directory differs from that stored in
the SourceSafe database. You are notified that the files are identical or that
they differ, but no detailed information on the differences is made available.
History
This command displays a record of the changes to a file since it was initially
added to revision control. You can run a History report on forms and Shape
Library files after they have been added to revision control. You cannot run a
History report on form folders.
You can use the History command to retrieve previous versions of a form or GLS
file. Scripts, merge setups, and graphic files are stored with the form for each
version checked in. Restoring a previous version also restores the scripts and
merge setups for that version.
A dialog box containing a summary of the revision control tasks that have been
performed on the item is generated. To view any Comments that were applied to
the item when it was checked in, click the Details button.
272
Validate Files
The Validate Files command is designed to fix some common user and system
errors. While it is safe to use at any time and can repair certain types of damage, it
is not a magic bullet for repairing any TeleForm problem.
The Validate Files command affects six TeleForm database tables.
The following list explains the conditions and actions that may require use of the
Validate Files command.
If you are experiencing problems with the internal tables listed below.
After restoring your TeleForm system from backup tape. You should reinstall
TeleForm after the restoration but before running the Validate Files command.
Validate Command
The Validate Files command initiates the following sequence of events:
273
1. Scans TeleForms form folders to make sure that they are registered in the
form folder tables. Each folder is subject to the following actions:
Validation using the FOLDER.INI file. This file contains enough
information to re-register the folder in the folder table should the table get
lost due to a system failure or the folder is restored from revision control.
Verification that forms in the folder are registered in the form table and
folders). If any duplicate forms are found, you are prompted as to which
copy to keep. Duplicate files are moved to the TELEFORM\FRM\
$DUPLICATES folder.
Elimination of form fragments (i.e. tfxxxxx.00x files from versions
the filename. TeleForm 7 and earlier used different file extensions than
TeleForm 8 forms.
2. Checks the form table to make sure that all entries have a valid form file.
Invalid entries are removed.
3. Checks the folder tables to make sure that all entries are valid. Invalid entries
are removed.
4. Validates the Recognition Set folders. Backups of entries are kept in
RECSET_<name>.INI files in case of table loss.
5. Validates the Security Groups. Backups of entries are kept in
GROUP_<name>.INI files in case of table loss)
6. Scans all the form folders to validate revision control status of forms and
folders:
Checks that revision controlled TeleForm folders are also present in the
status.
Verifies that forms which are subject to revision control and are checked
are present and correct for the version of the form (TCD file) on the local
274
hard disk. This check is important if a Get command is performed from the
SourceSafe client.
To trigger the Validate Files command
1. Right-click a folder in the Select Form(s) dialog box in Designer.
2. Select Validate Files from the Operation list in the TeleForm Migration Utility.
3. Select the Validate files at next startup option from the Global & Local
TeleForm Settings > Designer > Advanced dialog box.
Folder. This field shows what folder was selected for the Remove from
revision control command. You cannot edit this field.
275
Remove forms. When this option is enabled, all the forms in the selected
Folder are removed from revision control and deleted from the SourceSafe
database. The versions of the forms on your hard drive remain.
If you do not select this option, the forms are removed from revision control but
remain in the SourceSafe database. The versions of the forms on your hard
drive remain.
276
Analyze Form Design
CHAPTER 16
This chapter covers which Control Center features to use in optimizing the design
of one or more of your forms. You view the By Form tabs of the Readers and
Verifiers sub-folders and the Current Workload folder. If you determine that a
form needs to be optimized, you edit the form and run a new batch of forms
through the TeleForm system.
IMPORTANT Once your form is activated, you must be very careful if you
change the appearance of it. Changing the appearance or layout of a form
template in your system that has been activated and distributed can cause
recognition errors when returned forms (using the old form template) are
processed in your system.
To avoid such problems, always thoroughly test your forms before you
distribute them.
If you wish to change the appearance of your form, save the form under a
different name, activate the updated form, and then distribute the updated
form. Remember to stop distributing the old form as well.
Overview
277
Overview
If a form is not properly designed or has not been optimized, it can significantly
slow down the identification, evaluation and verification process. A single form
that is poorly or hastily designed can cause inefficiency in the whole TeleForm
system. This form would have a negative impact on the processing of its images,
and it can also have a negative impact on the processing of all other forms.
Before you commit the time and money to mass produce your form, you should
test your form design. You may need to change your form template in order to
optimize the efficiency of its evaluation in TeleForm Reader and its correction in
TeleForm Verifier.
The following table summarizes the types of changes you can and cannot make
with activated forms:
You can...
You cannot...
278
Overview
settings in the Field Attributes dialog boxes. These changes can greatly enhance
field interpretation in TeleForm Reader and can speed up the review process in
TeleForm Verifier.
Form Statistics
Form statistics are online statistics that are generated in real-time. They are based
upon statistical information gathered during an administrator-specified period, and
updated with an administrator-specified frequency. Both the period and the
frequency of the statistics collection is set up in the Data tab of the Control Center
Properties dialog box for more information on specifying the parameters of
statistics collection for your TeleForm system).
Statistics)
By Form tab of the Verifiers sub-folder (under the System folder, choose
Statistics)
By Form tab of the Current Workload folder (under the System folder,
form.
If TeleForm does not allow you to save these changes to your activated
form, then save the form under a different name, and activate the updated
form.
4. Process a new batch of form images.
279
5. View the statistics again to determine if the processing of this form has
improved.
Readers
Displays TeleForm Reader statistics in a table format and a chart format for your
choice of Statistics or Active Workstations.
Verifiers
Displays TeleForm Verifier statistics in a table format and a chart format for your
choice of User Statistics, Form Statistics, or Active Workstations.
280
281
Reader Chart
The Form Chart displays the number of evaluated images that were evaluated OK
versus the number that needed review in TeleForm Verifier.
282
Verifier Charts
Workflow Tab
tab displays workflow statistics for individual forms. See View Verification
Statistics for Your Form on page 286 for details on each column.
283
284
285
286
Stat
Description
Value
Form
String of text
Completed
Integer (1, 2,
3...)
Stat
Description
Value
Need Review
Integer (1, 2,
3...)
Avg. Time
Time Format
(H:MM:SS)
Time to
Complete
Time Format
(H:MM:SS)
By Form - Displays the current workload statistics for each form in the group
of batches, in a table format
By Form - Displays the current workload statistics for each form, in a chart
format
287
The following table contains a description and a range of values for each statistic
in the By Form tab of the Current Workload folder. Each row in this tab
corresponds to a form in your TeleForm system.
Stat
Description
Value
Form
Text
Completed
Integer
Need Review
Integer
Avg. Time
Time Format
Time to
Complete
Time Format
By Form Chart
The Total Times chart gives you a visual representation of the time it took to
correct all instances of each form. This time is divided into the individual modes of
correction.
288
Statistic
Description
Sample
Pages Read
500
4.3
seconds
1.8
seconds
10.4
seconds
3.2
Always Review
2.0
Pages Read
500
4.3
seconds
3.2
2.0
FORMS/NONFORMS
289
The Form Correction Summary shows you the average time it took to correct your
form, and the average number of characters on your form that needed review for
the specified time interval. With this report, you can compare your forms to
determine which ones are being corrected efficiently and which ones need to be
optimized.
The following table describes each column in the Form Correction Summary
report:
290
Form Correction
Statistic
Description
Sample
Value(s)
Form Name
Daves Form
Form Page
1, 2, and so on
Page Count
8,995
Average Time
18.9 seconds
0.03
Average Char
Correct
5.21
2.32
Form Punts
TOTAL
(form name in bold)
291
The Form Detail report displays statistics for individual fields on the specified form,
for the specified time interval. This report can be used to analyze the evaluation
and correction process on a field level, instead of the form level (which is the
lowest level you can view in your online statistics).
The following table describes each column in the Form Detail report:
292
Statistic
Description
Sample Value
Field Name
firstName
Field Type
Constrained
Filled
100%
Avg. Chars
4.0
Statistic
Description
Sample Value
Need Review
14%
0.0
293
294
Analyze Your System
Throughput
CHAPTER 17
This chapter covers how to use Control Centers features in your analysis of the
TeleForm system throughput. Typically, you start by viewing the summary
statistics of your TeleForm system. If you find a significant summary statistic, you
can then view more detailed statistics. This procedure helps you identify areas in
your form processing that could benefit from re-configuration and optimization.
Available Reports
295
296
Verifiers sub-folder.
If the backlogged images in Reader seems too high, view the Readers
sub-folder.
If there are too many NonForms, view the By Form tab of the Readers
sub-folder.
Check the Current Workload folder to see if the problem is specific to a
particular batch.
3. Click the appropriate sub-folder from step 2 and examine the relevant
statistics.
4. When the source of the bottleneck has been identified, you can take the
appropriate actions to optimize your system throughput.
297
When you click the System folder on the TeleForm Control Center tree, the
system statistics are displayed in the display pane. There are two tabs in this
pane: Workflow and License.
Workflow
Displays the global statistics of your TeleForm system.
License
Displays the total number of licenses for each TeleForm application and the
number of licenses currently in use.
298
The statistics in the Workflow tab are divided into the three fundamental
processes of the TeleForm system:
The following table contains a description and a range of values for each statistic
in the Workflow tab.
Global
Statistic
Description
Value
Statistics
Collection
(Off, On)
Images
Integer
Integer
Integer
Backlog
Forms
(1, 2, 3...)
(1, 2, 3...)
(1, 2, 3...)
299
Global
Statistic
Description
Value
Integer
Integer
% Need Verify
0-100%
(Percent)
% Complete
0-100%
(Percent)
Time to
Complete
Time in
minutes
Stations
Running
Integer
Estimated
Completion
Time Format
HH:MM AM/
PM
NonForms
(1, 2, 3...)
(1, 2, 3...)
(1, 2, 3...)
300
If you are reaching the limit of your TeleForm license capacity, you may need to
add one or more licenses for a particular application. The statistics in the License
tab are divided into the two categories:
301
When you view the Reader station statistics, you are looking for possible
problems in the identification and evaluation of your form images. For example, if
there is an abnormally high number of images being evaluated as NonForms, this
shows up in the NonForm column of the By Station tab for any or all of your
Reader stations.
IMPORTANT If you want TeleForm to collect evaluation
statistics, you must select the Collect Reader image
recognition statistics check box in the Statistics Collection
global setting. Refer to Workflow Analysis on page 231 for
more information on setting up statistics collection in Control
Center.
The following table contains a description and a range of values for each statistic
in the By Station tab of the Readers sub-folder. Each row in this tab corresponds
to a TeleForm Reader workstation in your TeleForm system.
Stat
Description
Value
Station
String of text
Images
Integer
Avg. Time
Time in
seconds
302
Stat
Description
Value
Need
Review
Percent
NonForm
Integer
Status
Interpreting
Inactive
Idle
The following table contains a description and a range of values for each statistic
in the Mode Totals tab of the User Statistics option. Each row in this tab
corresponds to a Verifier operator in your TeleForm system.
303
STAT
Description
Value
User
String of text
Integer
Integer
Zones (Capture
Mode)
Integer
Integer
(1, 2, 3...)
(1, 2, 3...)
(1, 2, 3...)
(1, 2, 3...)
Form Mode
When you click the User Statistics sub-folder, the Form Mode tab is shown in the
display pane.
The following table contains a description and a range of values for each statistic
in the Form Mode tab of the User Statistics option. Each row in this tab
corresponds to a Verifier operator in your TeleForm system.
304
STAT
Description
Value
User
String of text
Total Time
Time Format
(H:MM:SS)
Mode Time
Time Format
(H:MM:SS)
Mode %
Percent
Forms (Other
Modes)
Forms / hr.
Field Mode
When you click the Field Mode tab in the User Statistics sub-folder, it is shown in
the display pane.
305
The following table contains a description and a range of values for each statistic
in the Field Mode tab of the User Statistics option. Each row in this tab
corresponds to a Verifier operator in your TeleForm system.
Field Mode
Operator Statistic
Description
Value
User
String of text
Total Time
Time Format
(H:MM:SS)
Mode Time
Time Format
(H:MM:SS)
Mode %
Percent
Fields
(Field Mode)
Integer
Fields
(Other Modes)
Integer
Fields / hr.
Integer
(1, 2, 3...)
(1, 2, 3...)
(1, 2, 3...)
Capture Mode
When you click the Capture Mode tab in the User Statistics sub-folder, it is
shown in the display pane.
306
The following table contains a description and a range of values for each statistic
in the Capture Mode tab of the User Statistics option. Each row in this tab
corresponds to a Verifier operator in your TeleForm system.
Capture Mode
Statistic
Description
Value
User
String of text
Total Time
Time Format
(H:MM:SS)
Mode Time
Time Format
(H:MM:SS)
Mode %
Percent
Zones
(Capture Mode)
Integer
Zones
(Other Modes)
Integer
Zones / hr.
Integer
(1, 2, 3...)
(1, 2, 3...)
(1, 2, 3...)
Character Mode
When you click the Character Mode tab in the User Statistics sub-folder, it is
shown in the display pane.
307
The following table contains a description and a range of values for each statistic
in the Char Mode tab of the User Statistics option. Each row in this tab
corresponds to a Verifier operator in your TeleForm system.
Character Mode
Operator Statistic
Description
Value
User
String of text
Total Time
Time Format
(H:MM:SS)
Mode Time
Time Format
(H:MM:SS)
Mode %
Percent
Chars
(Char Mode)
Integer
Chars
(Other Modes)
Integer
Chars / hr.
Integer
(1, 2, 3...)
(1, 2, 3...)
(1, 2, 3...)
308
Table
Chart
Table
Displays the current workload statistics for each batch that is still being
processed, in a table format.
This view is displayed when you select the Current Workload tab.
Chart
Displays the current workload statistics for each batch, in a chart format
When you click the sub-folder of an individual batch (under the Current Workload
folder), the statistics for this batch are shown in the display pane. These statistics
include detailed information about the batch.
309
310
Description
Value
Batch
8-digit number
Scan
Eval
Need
Review
Eval OK
NonForm
Stat
Description
Value
Priority
Integer Range
(0-255)
(Default = 100)
Status
String of text
Tracking ID
Alphanumeric
(19 characters)
Owner
String of text
Job
String of text
The batch images are divided into 6 categories (one color for each category). The
following list shows what each category represents:
Eval OK. Number of images in this batch that have completed processing
(green bar)
311
Need Review. Number of images in this batch that still need to be corrected in
TeleForm Verifier (blue bar)
Need Eval. Number of images in this batch that still need to be evaluated in
TeleForm Reader (yellow bar)
Committed. Indicates that all images in the batch have been processed and
that the batch has been committed (the whole batch is displayed in gray)
Bad Images. Number of images in this batch that TeleForm failed to process
(red bar)
312
Statistic
Description
Batch #
Tracking ID
Status
Batch Date
Scan Time
Shows the date that this batch was scanned into TeleForm Scan
Station.
Committed
Scan
Operator
Shows the name of the Scanner station operator who scanned this
batch.
Workstation
Owner
Job
Type
Action that Reader takes when there are missing pages in this batch.
Attachment
Option
Job QC
Data Review
Statistic
Description
Directory
Pages
Scanned
Forms
Scanned
Pages
Evaluated
Forms
Evaluated
OK
Pages
Evaluated
OK
Need Review
NonForm
Bad Images
Priority
Comment
313
Available Reports
TeleForm Stats can generate the following reports:
314
Form Correction Summary. Identifies the skill level of your Verifier operators.
Available Reports
Batch Summary. View these statistics if you are currently processing one or
more batches, and you want to check the status of your form processing job.
Reader Usage Chart. This chart helps you analyze the volume of form
processing over time.
Verifier Productivity Charts. This chart helps you analyze the amount of
work that each Verifier operator has done.
End Page. Click this button to go to the last page of the report.
Page Down. Click this button to go one page towards the end of the report
Page Forward. Click this button to go one page towards the beginning of the
report
Beginning Page. Click this button to go to the first page of the report.
315
Zoom. Select the level of magnification to view your form at. Choose a value
from 25 to 400 percent, or Page Width or Whole Page.
The following table describes each statistic in the System Performance report:
316
Stat
Description
Example
Form Name
Name of form.
Mikes Form
Pages Evaluated
5,400
4.2 seconds
3,270
Stat
Description
Example
Forms Verified
2,876
18.9 seconds
2.4
11,038
6,237
Verification Backlog
Growth
6,237
317
The User Performance report shows you how much work each Verifier operator
has performed, and divides this work into the following categories:
This report helps you determine which Verifier operators need more training and/
or instruction, and which Verifier operators are correcting forms efficiently.
318
Description
Sample Value
Time format
(HH:MM:SS)
(0:13:10)
Chars Corrected
205
Char Visits
555
Correction
37%
Chars/Hr.
129
Chars/Mode Hr.
933
Time format
(HH:MM:SS)
(0:44:55)
319
User Performance
Statistic
Description
Sample Value
Fields Corrected
220
Field Visits
296
Correction
74%
Fields/Hr.
107
Fields/Mode Hr.
458
Time format
(HH:MM:SS)
Forms Corrected
33
Forms/Hr.
21
Forms/Mode Hr.
53
(0:13:10)
320
Zones Corrected
Time format
(HH:MM:SS)
User Performance
Statistic
Description
Fields Completed
Chars Keyed
Chars/Hr.
Chars/Mode Hr.
Sample Value
TOTALS - operator
Time
1:35:12
549
925
Form Punts
321
The Verifier Productivity charts do not take into account the number of hours that
each Verifier operator worked during the specified time interval. Keep this in mind
when viewing the charts.
IMPORTANT Verifier operators must log in if you want to
run reports that show individual performance statistics. If the
operators do not log in (or if the Security feature itself is not
enabled), the reports do not track individual users.
322
Forms Completed on the vertical (y) axis - shows the number of forms that
have completed correction
Verifier operator name - shows the name of the Verifier operator, as specified
in the TeleForm Security
The Verifier Productivity bar chart is a visual representation of the amount of work
that each Verifier operator has done. For each Verifier operator, a rectangular bar
is placed on this chart. This color-coded bar represents the number of forms that
the Verifier operator corrected during the specified time interval.
Verifier Productivity Pie Chart
The Verifier Productivity pie chart has the following characteristics:
Each slice of the pie chart represents the percentage of forms completed by a
Verifier operator.
The whole pie is equal to 100% of the corrected forms for the specified time
interval.
The Verifier Productivity pie chart represents the same data as the Verifier
Productivity bar chart. However, with the pie chart, you can more easily see the
relative contributions of each Verifier operator to the total verification job.
Description
Sample Value
Batch ID
Start Time
Time format
INDIVIDUAL BATCHES
(HH:MM:SS)A/P
09:23:12A
323
Statistic
Description
Sample Value
Commit Time
Time format
(HH:MM:SS)A/P
10:15:54A
Duration
Time format
Images
237
Forms
237
Nonforms
Need Review
50
Images
3782
Forms
3772
Nonforms
10
Need Review
1078
(HH:MM:SS)
0:53:42
TOTAL
324
The Form Evaluation Summary shows you the maximum, minimum and average
time it took to evaluate your form, and the average number of fields on your form
that needed review for the specified time interval. This report is useful if you want
to know how efficient it is to evaluate a particular form. You can also compare one
form with all of the other forms that you are processing, and with the combined
totals and averages of every form.
The following table describes each column in the Form Evaluation Summary
report:
Form Evaluation
Statistic
Description
Sample
Value
NONFORMS
For the NonForms columns, see the Forms columns (they are the same)
FORMS
Pages Read
500
4.3 seconds
325
Form Evaluation
Statistic
Sample
Value
Description
1.8 seconds
10.4 seconds
3.2
2.0
Pages Read
500
4.3 seconds
3.2
2.0
TOTAL
326
The Form Correction Summary shows you the maximum, minimum and average
time it took to correct your form, and the average number of characters on your
form that needed review for the specified time interval. With this report, you can
compare your forms to determine which ones are being corrected efficiently and
which ones need to be optimized.
The following table describes each column in the Form Correction Summary
report:
Form Correction
Statistic
Description
Sample
Value
Form Name
Daves Form
Form Count
8,995
Average Time
18.9 seconds
Short Time
0.1 seconds
Long Time
150 seconds
0.03
327
Form Correction
Statistic
Sample
Value
Description
Average Char
Correct
5.21
2.32
Form Punts
The Form Detail report displays statistics for individual fields on the specified form,
for the specified time interval. This report can be used to analyze the evaluation
and correction process on a field level, instead of the form level (which is the
lowest level you can view in your online statistics).
328
More than any other Form report, this report points you to the inefficiencies in your
form design. For example, if you notice that a street address image zone needs
review much more often than the other fields on your form, you might consider
using a street address constrained print field instead.
The Reader Usage chart is a line chart with the following characteristics:
Images on the vertical (y) axis - shows the total number of images that were
evaluated by all Reader stations combined
Day of Month on the horizontal (x) axis - shows each day in the month
This chart is a visual representation of the volume of form processing over time.
For each day in the specified time interval that you process forms, a data point is
placed on this chart. The data point represents the number of form images
evaluated on that day.
For each day that you process forms, the number of images evaluated is
displayed in a table at the bottom of the Reader Usage chart.
329
330
PART 4
TeleForm Enterprise
332
Redundancy and High
Availability Settings
CHAPTER 18
Hardware Components
333
Hardware Components
Table 1 on page 334, Table 2 on page 335, and Table 3 on page 336 list some key
hardware components, examples of how they might fail, and some common
responses to minimize the risks associated with failure of the component.
NOTE These lists are not meant to be comprehensive and
are simply intended to give the reader an introduction to the
types of things that must be addressed when building a high
availability system.
334
Risk Area
Potential Failures
Possible Responses
Power
Cooling
Fire
Internal
Network
External
Network
Buildings
Complete or partial
duplication of mission critical
operations at a secondary
location.
Hardware Components
Potential Failures
Possible Responses
Database Server
Server Hardware
Some network-based
applications have additional
hardware or software
server-based components
that are potential points of
failure.
Server-Based
Application
Services
335
Potential Failures
Possible Responses
Workstation
Hardware
Typically, redundancy is
accomplished by obtaining
duplicate hardware for any
workstation components that are
unique to a particular task.
Workstation
Software
The workstation OS or a
workstation-based application has
the potential to stop working due
to problems within the application
or due to a other applications
running on the same computer.
Additional
Hardware
Typically, redundancy is
accomplished by obtaining
duplicate hardware for any
workstation components that are
unique to a particular task.
Although action can be taken to increase reliability in each risk area, there is
always the chance of downtime if a failure occurs. Therefore, the goal is to find the
right balance between costs, data security, and availability.
The cluster server that is hosting the MS SQL database used by TeleForm;
Any file server which TeleForm accesses through a file share. This includes
the TeleForm File Server itself (the server to which TeleForm is actually
installed) and certain other types of servers, as described on Cluster Server
for File Servers on page 338.
Failover Process
It is important to realize that the failover process, meaning the process of the
clustered servers switching from the primary to the backup server, is not
instantaneous and may actually take several seconds or even longer. It is also not
transparent to the client applications because some in-process information, such
as an active connection to the database, may become invalid during the failover.
336
As long as the primary SQL Server is running, TeleForm runs normally. However,
if the primary SQL Server fails, TeleForm receives a message from the backup
server as soon as the failure is detected by the clustered server environment.
When TeleForm receives this message it immediately stops what it is doing and
waits for another notification message that the backup server is on-line. When this
second message is received, TeleForm attempts to resume processing from
where it stopped. If a SQL-related error occurs TeleForm attempts to recover by
re-attempting the operation and in some cases re-initializing the SQL connection.
337
`
Primary
TeleForm Workstation
`
Secondary
TeleForm Workstation
`
TeleForm File Server
TeleForm Workstation
338
Servers hosting database lookups for data entry field validation (all databases
except SQL)
Servers that host simple databases to which TeleForm exports data. CSV,
XLS, Access, and other databases to which TeleForm can export data (but not
images) may be hosted on cluster servers. TeleForm Enterprise can monitor
these cluster servers for failure.
Cluster servers to which TeleForm exports through the Connect Agent for
Capture to Directory, which exports data as CSV and images, could target a
file share on a clustered server.
Clustered
MS SQL Server
Primary
`
TeleForm Workstation
Secondary
`
Clustered
File Server
TeleForm Workstation
`
Primary
TeleForm Workstation
Secondary
TeleForm may not be able to monitor ALL cluster servers with which it interacts.
Unless TeleForm accesses a file share on the cluster server, do not attempt to
monitor it through TeleForm. For example, the Connect Agent to Livelink may
export data to a clustered Livelink server, but it does not do so through a file
share. Most export Connect Agents, with the exception of the Connect Agent for
Capture to Directory, fall into this category.
339
340
The changes to the TeleForm License Service for TeleForm Enterprise are
automatic. You do not need to enable any options or change any settings for the
two-week grace period to take effect.
See License Monitoring on page 223 for more information about the License
Service.
341
2. Install the local files to the same device (shared) the previous server used.
3. Start the License Service on the new server.
4. Reactivate TeleForm through the Activation Wizard. See Activation on
page 59 for more information on activating TeleForm.
342
Regulatory Compliance
CHAPTER 19
LDAP Support.
Compliance Security
343
344
345
346
Compliance Security
3. On the Review/Export tab, check Data Review. A drop list opens to select the
level of review.
Compliance Security
Two additional levels of security have been added for TeleForm Enterprise 10.0
and later:
The directory that contains the TeleForm forms can be limited to use by a
specific TeleForm Group.
347
Ensure sufficient security is setup on the Microsoft SQL Server used with
TeleForm.
348
Compliance Security
5. This dialog box displays the name of the folder as it is displayed in TeleForm,
as well as the path.
6. Select the user group that should have rights to modify forms from the
Security Group drop list.
7. Click OK.
349
g. On the Securities tab select the TeleForm operator accounts and select
Read access, in addition to the inherited rights from the Parent (TeleForm)
directory.
h. Select the TeleForm Administrator and grant Full Control, in addition to
the inherited rights from the Parent (TeleForm) directory.
350
Compliance Security
351
Digital Signature
TeleForm applies user names and passwords as digital signatures on all human
actions within the TeleForm system. You have the option to inform your users of
this each time they log into TeleForm.
To notify your users that their actions are logged
1. Open TeleForm Control Center. Select Configuration Settings > Global
Settings > Multiuser Features > Compliance Support.
352
Normal Audit Logging logs all user and system actions, except modification
of individual data elements/fields.
Maximum Audit Logging logs all user and system actions, including
modification of individual data elements/fields.
CAUTION Maximum Audit Logging generates a
tremendous amount of data. Before enabling this
option, please ensure that your system is scaled to
handle this load. We recommend at a minimum:
2 GB Server RAM
1 TB Disk Space in an external SCSI Storage
Cabinet
Configured RAID Level 5
353
3. After the initial copy has taken place, log into TeleForm as the Administrator
user.
4. Open TeleForm Control Center. Select Configuration Settings > Global
Settings > Multiuser Features > Compliance Support.
354
5. Point the Data warehouse connect string to the alternate database location for
off-line reporting.
a. Connect string syntax to specify an ODBC Data Source:
Provider=MSDASQL;DSN=MyDSN;UID=MyUID;PWD=MyPassword
Provider=MSDASQL;DSN=MyDSN;Trusted_Connection=Yes
Provider=SQLOLEDB;Data Source='MyServer';Initial
Catalog='MyDatabase';Integrated Security='SSPI
355
356
Appendixes
Appendixes
358
Glossary
A
Activate
Moving a form from the design stage to the production stage, allowing it to
be identified and evaluated by TeleForm Reader.
Active
Refers to the window, object, or icon that has focus. Keystrokes and
mouse clicks apply to the active item.
AutoMerge Publisher
(AMP)
A TeleForm module that allows you to distribute documents via printer, fax
or email.
Append
Application
A Windows program.
Application icon
Application window
Banding
When used for Traditional and VersiForms, banding selects all the objects
in the area.
When used with Existing forms, TeleForm attempts to match an equivalent
data Entry Field to the original.
Bar Code
Sets of characters that are represented as a series of black bars and white
spaces. The bars and spaces represent characters that can be read by
TeleForm or other devices.
Bitmap
Blank
359
Glossary
Block Form ID
Border
A Choice Field where the standard bubbles are replaced by small boxes that
the user can mark (i.e. fill in, check, or x)
Bubbles
Check box
Choice Field
A data Entry Field that includes one or more choices. Each choice consists
of a bubble, a display value, and storage value.
Choice Option
One element (bubble, display value and storage value) of a Choice Field.
Choose
Click
Client
Clipboard
A temporary storage area for cut or copied text and graphics that can be
pasted into another TeleForm form or another Windows application. The
clipboard holds information until another selection is cut or copied.
Close
Cluster
An application that can detect and handle events from a Cluster Server.
TeleForm Enterprise 10.0 and later is a Cluster Aware Application.
Cluster Server
360
Cold link
In DDE, a conversation in which the client only receives data from the server
when the client requests it.
A data Entry Field that lets users hand print alphabetic or numeric
characters with a specific appearance. Identical in nature to a Constrained
Print Field, but it looks like this:
Command
Continuous Availability
A data Entry Field that lets users hand print alphabetic or numeric
characters with a specific appearance so that they can be interpreted by
TeleForm. It looks like this:
Conversation
Copy
To put a copy of the selected text or item on the Windows clipboard that can
be transferred it to another location.
Cornerstone
CSV
Comma Separated Values. A format in which TeleForm can save data for
use in exporting to other applications.
Cursor
A visual marker that indicates the area in which you are working. Depending
on the function, the cursor may be displayed as an arrow, insertion bar,
crosshair, or other shape.
Cut
361
Glossary
362
Data
Data Group
A type of group that can be applied to multiple data entry fields to combine
their values into a single field value.
Date Field
DCX
DDE
Defaults
DEL
Delimited values. A format in which TeleForm can save data for use in
exporting to other applications.
Detail Group
A type of group that can be used to instantly create data tables and similar
multi-row field structures from a single field or group of fields. Data entered
into each row are stored as a records of the detail group field.
Device Driver
A file that tells your computer how to operate a peripheral device such as a
mouse or printer.
Dialog box
Directory
A collection of files and subdirectories that are stored at the same location
on a disk.
Document window
Double-click
Draft
A form that has not been activated. Draft forms can be printed and
distributed, but cannot be identified or evaluated by Reader.
Drag
To hold down the left mouse button while moving the mouse.
Dropout form
A form that is professionally produced using drop out ink. Drop ink is a
special colored ink that is invisible to your scanner. When dropout forms are
evaluated, TeleForm Reader does not need to perform line removal, so
there is no risk of removing parts of characters that overlap field lines.
Edit
Entry Field
Exclude Zone
Existing form
Explicit ID field
Export
To copy a form or form data from the hard disk to another directory or disk.
Exporting data requires selecting an export format so the data can be used
by another application.
Extension
Failover
Fault tolerance
Field
A data gathering object that is filled out by the form user and read by
TeleForm. Can also be a reference to a data element in a database file.
363
Glossary
File
File format
File name
The name of a file. In DOS and Windows, file names are generally
composed of one or more naming characters, followed by a period
separator and one to three extension characters to identify the file format.
Flat-file database
Font
The shape of a set of characters. Each set has a unique name, such as
Helvetica or Times Roman.
Form
Form ID
Form name
Form template
The complete set of form properties that have been set, saved, and
activated for a form in TeleForm Designer. When a form is evaluated,
TeleForm Reader identifies the form and then references the form's
template to obtain the evaluation and export instructions for the form.
Format
The structure of a data file. Specifies the type of database to which file data
is exported. Also, to prepare a disk so that it can hold information.
Grab handles
Small black squares that are shown on the edges and corners of an object
when it is selected.
Grid
Group (standard)
Highlighted
364
Hot link
Icon
ICR
Image Zone
An area on a form that TeleForm reserves for capturing data (e.g. a bar
code, encrypted text) and/or images (e.g. a drawing).
Import
Insertion point
Refers to the location of the cursor. The place where text is inserted when
you type.
Library
A TeleForm file in which frequently used objects and groups of objects can
be stored.
Log
Machine Locking
Magnify
In TeleForm, to enlarge a form on the screen to twice its actual size so that
objects can be edited in detail.
Master-detail
A term used for forms that include Detail Groups. It defines the relationship
between two data tables. The master table (or Order table) contains the
main records; the detail table (or Line Item table) contains Detail Group
records. Multiple Detail tables can exist for each order table.
Menu
Menu bar
365
Glossary
N
Node
A server that is managed by the cluster server. The active node is the server
in a cluster that is currently performing all processing tasks. Passive nodes
are servers in the cluster that are not currently processing, but are available
as backups in case of a failure at the active node.
NonForm
Non-recognition form
Object
An item placed on a form that can be text, graphics, shapes, or data entry
fields.
Object ID
A unique identifier assigned for form data entry fields (sometimes called a
field name).
OCR
Open
Option button
A small round button that is displayed in a dialog box and is used to enable
an option.
Overlay field
A TeleForm data field that is positioned directly over the background image
on an existing form. When the existing forms are filled out and evaluated,
TeleForm interprets the text and marks as part of the overlay field and
processes it accordingly. In this way, overlay fields allow recognition to occur
on existing forms.
Page link
An element repeated on every page of a form that serves to link the pages
(should they happen to get separated) when the form is returned.
Paste
366
Path
The location of a file in a directory tree. For example, forms held for
verification may be stored in TELEFORM\SUS.
PCX
A file format for storing one page images in the form of a rectangular bitmap.
TeleForm can store Image Zones as PCX files.
PDF-417
Pixels
Point size
Pointer
Preprocessing
Priority
You can set varying priorities for batches and Connect Agents. The
allowable range is 0-255, with the default being 100. 0 is the highest priority.
255 is the lowest priority.
Proportional font
RAM
Raster font
Recoflex
A software utility built into TeleForm that combines the interpretation results
of several recognition engines and applies complex algorithms and artificial
intelligence routines to determine which result is the most accurate.
Recognition set
The currently active set of forms that TeleForm Reader is able to recognize
and process.
Record
367
Glossary
Reference marks
Relational database
Resource
Response field
A special class of Choice Field where users circle the desired option rather
than fill in a bubble field.
Response mark
The portion of an Entry Field or a Choice Field that a user darkens in order
to indicate the desired value. Can be bubbles, squares, and other such
marks.
Right-click
Save
A point size that approximates a specified point size for use on the screen.
Script
Scroll arrow
An arrow at either end of the scroll bar that helps you scroll through
information. Click on the scroll arrow to advance by one line, or press the
mouse button to scroll continuously.
Scroll bars
The bars that display at the bottom and right edge of a window when the
contents of the window are not entirely visible.
Select
Server
SQL
368
Standard group
Status bar
The TeleForm utilities that allow you to optimize and maintain your database
files.
TeleForm Designer
The TeleForm application where all forms are created and managed.
TeleForm form
The TeleForm utility where your registration code and license codes are
managed.
TeleForm Monitor
TeleForm Reader
The TeleForm application that turns completed forms into batches that can
be processed by Reader and Verifier.
TeleForm Stats
TeleForm Verifier
The TeleForm application where returned forms that contain suspect data
are corrected. Forms can also be filled in by keyboard from Verifier.
TeleForm Viewer
Template
A layout for data entry fields that includes fields and separator characters,
such as commas, hyphens, and slashes. For example, a date format may
include slashes to separate month, day, and year (2/2/2).
369
Glossary
Text
Any characters entered on a form or data Entry Field that are not treated
numerically.
Text cursor
The text cursor is shown whenever the insertion point is in a text field, such
as when editing a text object.
TIF
Tagged Image File format. A graphical file format commonly used for fax
transmissions.
Title bar
The horizontal bar at the top of a window containing the title of the window.
Topic
Traditional form
Underline-style Choice
Field
A Choice Field where the bubbles are replaced by underscores where the
user can draw a mark (check, or x)
User ID
A name associated with a form that identifies the person to whom it was
sent, therefore identifying who returned the form.
VersiForm
370
Warm link
In DDE, a conversation in which the client is notified each time the data
changes at the server (at least data which is relevant to the conversation).
Upon notification, the client may request to have the actual data sent to it.
Window
Index
Symbols
.NET 43
.Net 2.0 186
A
Activated forms 277
Changing 278
Active Directory 46, 94
Advanced configuration 241
Alerts 236
AMP
Service 224
Analyzing form design 277
Analyzing forms
Application level 280
Analyzing system throughput 295
Application-specific statistics 301
Archiving images 256
Auto page link 136
Auto-assign queue refresh 153
Average Times chart 284
B
Backlog statistic 301
Backup directory 123
Bad evaluations 248
Bad images 248
Batch commit 136
Batch merging 151
Batch page link 136
Batch statistics
Attachment option 312
Bad images 312, 313
Batch 310
Batch # 312
Batch date 312
Comment 313
Committed 312
Data review 312
Directory 313
Eval 310
Eval OK 310, 311
Forms evaluated OK 313
Forms scanned 313
Job 311, 312
Job QC 312
Need eval 312
Need review 310, 312, 313
NonForm 310, 311, 313
Owner 311, 312
Pages evaluated 313
Pages evaluated OK 313
Pages scanned 313
Priority 311, 313
Scan 310
Scan operator 312
Scan time 312
Status 311, 312
Tracking ID 311, 312
Type 312
Viewing 310
Workstation 312
Batches
Purging 255
Best guess threshold 141
By Form chart 282, 288
By Form tab 281
371
Index
C
Cache the auto-assign queue 153
Capture Mode 306
Character extraction tolerance 142
Character Mode 215, 307
Appearance tab 217
Best guess character display options 217
Exclude confusable characters 215
Exclude if confidence is less than 216
Exclude Image Zones 216
General Options tab 215
Number of columns and rows to display 215
Number of corrected characters to display 215
Number of uncorrected characters to display
215
Setting colors 217
Sorting 216
Statistics 308
Character recognition options 141
Choice field separator 125
Citrix system requirements 80
Collect Reader statistics 148
Collect Verifier statistics 121
Compress .RES file 153
Concurrent Users 181
Confidence settings 137
Confidence threshold 141
Configuration Options dialog box 118, 340
Configuration Options tab 243
Batch auto assign skip flags 162
Capture Zone entry font name 164
Clear and key virtuals 163
Disable background form loads 163
Enable scripts 163
Explicit ID performance 163
Form selection config override 164
Generate wallpaper resolution 164
Right justify numerics 164
Stacked config pages 164
Verifier preloads 164
Configuration settings
Verifier configuration 204
372
D
Default language 119
Designer - Advanced tab 132
Copy bitmaps to clipboard with Edit/Copy 132
Default shape library 133
Extended ID range 133
Form ID assignment 133
E
Email alerts 237
Enable script caching 153
Enable synchronization 173, 193
Evaluation zones 136
Evaluation/Identification 135
Existing/VersiForm confidence 137
Export Connect Agents 50
Export tab 124
Choice field separator 125
Export/Commit retries 124
Mapping fields 125
Maximum field name length 125
Minimum VARCHAR length 125
Strict commit rule 125
Export/Commit retries 124
F
Field character threshold 206
Field Mode 213, 305, 306
Appearance tab 214
Automatically skip to the next questionable
character 214
Dont allow incorrect entry 213
Exclude Image Zones 214
General Options tab 213
Number of fields to display 214
Operator statistics 306
Setting colors 214
FIPS 186
Firewall 185
Form cache size 129
Form correction statistics 291
Form correction summary 290
Form detail report 292
Form detail statistics 292
Form evaluation statistics 289
Form merges 241
Form Mode 209, 304
Always prompt before leaving 211
Appearance tab 211
Automatically move to the next character
needing review 210
Correction Options tab 210
Default image scaling 212
Dont allow incorrect entry 210
Dont prompt to save data after each form 210
Image Positioning tab 212
Image Zone font size 211
Leave after all fields visited 210
Leave after tabbing out of last field 211
Leave when user presses enter 211
Setting colors 211
Skip empty Image Zones 210
Form statistics 279
Application level 280
Average time to verify 284
Form reports 289
Total Times chart 288
373
Index
Verification 286
Workflow 283
Workload level 287
Form tracking 232
Full tracking 232
G
General tab
Collect Verifier statistics 121
Default language 119
Lock timeout 120
Minimal tracking 120
Stall time 120
WYSIWYG text options 120
Generating form reports 289
Global settings 241
Advanced configuration 241
Form merges 241
Image preprocessing 241
Job Configuration 241
Licenses 241
Purge Log 241
Reader settings 241
Recognition Set 241
Security 241
Global statistics 297, 299
% Complete 300
% Need Verify 300
Avg. Time (Sec.) 300
Backlog 299
Estimated completion 300
Forms 299
Images 299
License 298
NonForms 300
Stations running 300
Statistics collection 299
Time to complete 300
Workflow 298
Global System
Export tab 124
General tab 119
374
H
Hardware requirements
Server 42
Horizontal offset 138
Horizontal shrink 138
I
IDOL 32
Image extraction tolerance 142
Image management options 206
Image preprocessing 241
Image Storage tab 122
Backup directory 123
Image Zone format 123
Internal storage format 122
JPEG compression quality 123
NonForm image directory 123
Save without processing 124
Image Zone fill threshold 142
Image Zone format 123
Installation 39, 49
Network protocols 46
Network requirements 45
Permissions 47
Installing on your Server 39, 49
Intelligent Classification Server 50
Internal storage format 122
Internet Information Server 43
J
Job Configuration 241
JPEG compression quality 123
L
LDAP 46
License codes 75
License information 76
License Manager 76
License statistics 300
Licensed Modules 76
Licenses 241
Load engines at startup 136
Local System tab 242
Disable audible alerts 129
Disable fax capabilities 129
Form cache size 129
ODBC connection cache size 129
Location lattice 143
Lock timeout 120
Logging 156
Logging in 111
Logging off 112
Look-alike characters 217
Low confidence character 143
M
Mapped Drive 55
Mapped Drives 47, 53
Mapping fields 125
Mark all forms for review 143
Mark fill adjustment 142
Mark fill high threshold 142
Mark fill low threshold 142
Mark fill maximum threshold 143
Mark size tolerance 143
Maximum enabled forms 138
Maximum field name length 125
Maximum users per batch 153
Merge/Print tab 243
Batch merging 151
Enable merges 150
Enable printing and sending 150
High speed merge 150
Priority based queuing 151
Minimal tracking 120, 232
Minimum VARCHAR length 125
Missing page batch commit 136
Missing page export 136
Modules 224
Licensed 76
Multi-page form handling 145
N
Network cabling 45
Network connection 170
Network protocols 46
Network requirements 45
Non-batch export 136
NonForm image directory 123
NonForm image handling 146
Attach to adjacent forms 146
Do not save 146
Print if not attached 147
Save adjacent pages together 146
Save each page separately 146
Save unattached 147
O
OCR recognition 144
ODBC connection cache size 129
OMR recognition 142
Operating rights 47
Optimizing form design 278
Optimizing system performance 251
P
Page link rule 145
All characters match, best guess OK 145
All characters match, evaluated OK 145
High confidence characters must match 145
Only link forms with page link and/or user ID
fields 146
Only link pages that are in same image or scan
146
Print forms with missing pages 146
Password
For TeleForm modules 112
Permissions
Installation 47
375
Index
R
Read Only tab 125
Reader
Service 224
Reader - General tab 148
Collect NonForm identification information 149
Collect Reader field statistics 148
Collect Reader statistics 148
Distribute all evaluations (file/evaluate) 149
Evaluation override format 149
Leave NonForm faxes in the fax queue 149
Reader - Identification tab 137
Enable NCS style forms 139
Evaluate all forms as 140
Evaluate NonForms as 140
Existing/VersiForm confidence 137
Max reference marks per quadrant 139
Maximum enabled forms 138
Minimum bars (NCS style forms) 139
Offset 138
Reference mark tolerance 139
Shrink factor 138
Use dropin identification 139
Reader - Image Handling tab 144
NonForm image handling 146
Page link rule 145
Reader - Local tab 135
Batch commit 136
Batch page link 136
Display all evaluation zones 136
Distribution 136
Evaluation/Identification 135
Load engines at startup 136
376
S
Security 85, 241
Changing module password 112
Logging in 111
Logging off 112
Security Groups 106
Adding users 110
Creating 108
Server
Hardware requirements 42
Software requirements 42
Web 42
Services 224
Session Info 200
Settings
Security 85
Single Reader per batch 153
Software requirements
Server 42
Stall time 120
Station settings 242
Configuration Options tab 243
Designer tab 242
Local System tab 242
Merge/Print tab 243
Reader tab 243
Statistics
For individual fields 328
Purging 255
Reader statistics 234
Recommended settings 232
Verifier statistics 235
Status
Active 247
Evaluate 248
Idle 247
Stalled 247
Strict commit rule 125
Synchronization 172
Synchronization Directory 198
System maintenance 251
System throughput
Analyzing 295
Application level 301
Batch information 310, 312
Batch level 308
Capture Mode information 307
Character mode 308
Field Mode 306
Global statistics 297
Reports 313
User information 303
Workflow 299
T
TCP/IP 46
templates 34
Testing forms 278
Throughput statistics 296
Troubleshooting bad images 248
U
UNC Path 47, 54, 55
User settings 243
V
Verifier
Configuration settings 204
Correction options 206
377
Index
X
XML templates 34
Z
Zone Mode
Statistics 307
W
Web Capture Administration 189
Web Capture Server 185
Web Server 42
Workflow 298
Workflow tab 283
Workload statistics 287
Avg. Time 288
Completed 288
Form 288
Need review 288
378