Professional Documents
Culture Documents
Fundamentals and
Administration
Book 1
(P/N IAFA-60-0209-01)
Participant Guide
Intro - 1
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Intro - 2
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Intro - 3
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Course Modules
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
Captiva Overview
Installation
InputAccel Overview
Licensing
ScaleServer
Security
Client Modules
Administering Servers, Processes and Batches
ScanPlus
Image Enhancement
Book 1
OCR
IndexPlus
Book 2
Forms Processing
Standard Export
Troubleshooting
Logging and Reporting
Documentum Export
Other Modules
Web Services
Introduction to Process Development
Course Objectives
Intro - 5
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Course Prerequisites
Understanding of Client/Server Technology
Familiarity with imaging and Enterprise
Content Management concepts (desired)
Intro - 6
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Course Logistics
Schedule
Breaks / Lunch
Restrooms
Phones
Access/Security
Intro - 7
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Table of Contents
Book 1
Module 1: EMC Captiva Overview
Imaging Concepts...................................................................................................................1-3
EMC Captiva...........................................................................................................................1-5
InputAccel Process Overview ...............................................................................................1-14
Captiva Products ..................................................................................................................1-15
Module 2: Installation
Hardware and Software Requirements...................................................................................2-3
Software Installation ...............................................................................................................2-8
Module 5: ScaleServer
Overview.................................................................................................................................5-3
Example Operation .................................................................................................................5-7
Creating ScaleServer Groups...............................................................................................5-17
TOC- 1
2009 EMC Corporation. All rights reserved.
Module 6: Security
Overview.................................................................................................................................6-3
Roles and Role Management .................................................................................................6-5
Permissions and ACLs .........................................................................................................6-14
Module 9: ScanPlus
ScanPlus Overview ................................................................................................................9-3
Setup Mode ............................................................................................................................9-6
Production Mode...................................................................................................................9-19
Book 2
TOC- 2
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TOC- 3
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TOC- 4
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Module 1
Module Objectives
InputAccel Overview
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1-2
Imaging Concepts
Captiva Products
Electronic Imaging
Examples include:
- Structured or unstructured documents
- Invoices
- Billing statements
- Forms
InputAccel Overview
2009 EMC Corporation. All rights reserved.
1-3
InputAccel Overview
1-4
EMC Captiva
Input Management
Captures digital and paper content and enhances image quality
Identifies document types and extracts data
Validates index data against backend business applications
Delivers to EMC Documentum, ERP, and other systems
Metadata
Author
Date
From
Subject
Customer
Capture
Classify
Extract
Validate
InputAccel Overview
Deliver
1-5
EMC Captivas input management solutions capture information from a wide variety of file format and document types.
The EMC Captiva family helps you capture business critical information from paper, fax and electronic data sources into businessready content suitable for processing by enterprise applications. Youll easily automate the processing of billions of documents
annually, quickly and accurately converting their contents into information that is usable for all enterprise business processes in
a timely and cost-effective manner.
All documents, regardless of format, are either scanned, faxed or received electronically. These documents will go through an image
enhance process making optimal to begin to identify the document, whether it is a contract, PO, or correspondent. Metadata is
then extracted from the document based on its classification. As an option, the data can be validated against a third party
application, such as ERP / LOB, to ensure that the information extracted from the document is accurate. At the end of the
process the digitized documents and metadata are delivered and stored within EMC Documentum and / or ERP systems.
INPUTACCEL PLATFORM
Scanners
CAPTURE
CLASSIFY
EXTRACT
VALIDATE
DELIVER
Faxes
Key Points
MFPs
Network
Directories
eForms
InputAccel Overview
1-6
There are many types of information that organizations need to capture such as paper, faxes, film,
images, and sometimes electronic files. Captiva provides solutions to capture these paper and
electronic files, automatically identify them, extract data within them, then deliver that data and
images of the documents to back end systems such as ECM, ERP, and databases. IA is a perfect
fit when an organization has several sources where they need to capture documents.
Key points:
Email strips out attached files (TIFF images) and processes them through IA
Faxes receives incoming images via fax servers (e.g. Captaris Rightfax)
eForms Accept a data stream from eForms
Scanners Supports document scanning in both an hoc (low volume/distributed capture) or high
volume (centralized production capture)
Network servers IA polls specific network folders and processes images as they become
available on the server
MFP Supports distributed capture using MFPs (Multi-functional peripherals supplied by
companies like Xerox, Ricoh, and others)
Once documents are scanned, IA applies image enhancement techniques to clean up the image
(e.g. applies deskew, despeckle, line removal, etc)
Classify Documents
INPUTACCEL PLATFORM
CAPTURE
CLASSIFY
EXTRACT
VALIDATE
DELIVER
InputAccel
Server
Key Points
Classify documents while reducing
or eliminating manual document
preparation and sorting
claims
tax
returns
quotes
contracts
apps/
forms
InputAccel Overview
1-7
Identify Documents
INPUTACCEL PLATFORM
CAPTURE
CLASSIFY
IDENTIFY
EXTRACT
VALIDATE
DELIVER
Key Points
InputAccelUtilize
separator sheets,
patch codes, bar codes,
or advance document
identification for batch
processing
DispatcherAdvanced
classification techniques
reduces or eliminate manual
document preparation and
sorting
Doc Set 1
Doc Set 2
Patient folder:
0045128
Doc Set 3
Doc Set 4
Patient Folder:
0045670
InputAccel Overview
1-8
CAPTURE
CLASSIFY
IDENTIFY
EXTRACT
VALIDATE
DELIVER
Forms
Invoices
EOBs
Tax Returns
Checks
Patient
Records
POs
SemiStructured
Structured
Unstructured
Handwritten detection
Keywords Analysis
Keywords Analysis
InputAccel Overview
1-9
1.
2.
3.
Structured documents these are document types where data is always in the same area or region of the page. This document type usually
requires zonal OCR or forms processing for highly complex forms such as mortgage applications, credit applications, etc. Examples of these
types are address forms, health claim forms, benefit forms, tax forms, etc. A typical product mix to handle this document type would be
InputAccel or InputAccel with FormWare for highly complex forms, and Dispatcher to identify them.
Semi structured documents these are document types where data required from the page is the same but varies in location from one vendor to
another. This document type usually requires free form technology to find the data in question and extract/validate them from other systems
eventually triggering transactions. Examples of these types are invoices, purchase orders, shipping documents, bill of lading, phone bills, etc. A
typical product or configuration would be InputAccel for Invoices.
Unstructured documents these are document types where data or information is in the page but not always in the same area. This document
type usually requires conversion of text into electronic format such as PDF or text recognition could be used to identify what the document is all
about. Examples of these document types are correspondence and letters.
Techniques:
Global Image Analysis - Dispatcher uses a completely automatic learning process (fuzzy logic approach) for
unlimited document types, building dynamically a knowledge base. This method does not rely on being able to
read text data from the document but instead analyses the significant structural elements of the document, making
it completely language independent!
HPA - An HPA is defined manually by placing anchors on the graphical zones that are specific to a document in order
to discriminate between documents. This technology should be applied when there is a high variability of
documents within the same template. For example, in the case of documents such as cheques, it is not useful to
discriminate too much by creating one template per bank if it is only necessary to identify that these documents are
cheques, regardless of the issuing banks.
Keyword - To classify documents based upon the text they contain and not according to their visual aspect or
similarity with the template. Based on dictionaries of keywords often associated to the company document
referential, Dispatcher reads the information on the document with specific OCR engines and identifies the
type of incoming mail.
Text Matching - New classification technology dedicated to unstructured documents. Easy to implement and set up you
can on fly manage and control unstructured document classification. The objective is to extract the complete text
and to compare sentences and characters sequence between documents. Therefore you can easily classify legal
documents which can have different lay out or design but legal text will be exactly the same. This approach is
unique on the market today and help our customers to optimize their unstructured information process. Mortgage,
Legal application, HReven financial services can get benefits of the Text Matching technology.
This feature will be included into Dispatcher for the 5.0 release Q2 08.
Handwritten - Handwritten document is really different from others. Because of the algorithms of the fuzzy logic
and of the learning base it is quite easy to distinguish the lay out of a handwritten document.
Key Points
InputAccel provides keyfrom-image indexing
support, zonal OCR, and
OCR rubber banding for
quick document indexing
CLASSIFY
EXTRACT
Zonal Extraction
VALIDATE
DELIVER
Freeform Extraction
Dispatcher performs
zonal OCR extraction and
free-form keyword rules to
extract any kind of
information at a field,
table, page, or document
level
Reduces the amount of
data entry an index
operator has to perform
InputAccel Overview
1-10
CLASSIFY
EXTRACT
VALIDATE
DELIVER
Key Points
Data extraction based
on document type and
business requirements
Extract data from key
fields or perform full
data extraction for
forms processing
InputAccel Overview
1-11
Data Extraction
Optical Character Recognition (OCR) type written information
Voting System Where multiple recognition engines are used in order to gain the highest
confidence on data read from an image
Barcodes supports the reading of most 1D barcodes as well PDF417 2D barcodes
ICR handprint recognition
OMR bubbles, checkboxes
Multi-language support supports various European languages, as well as Chinese and Japanese
Validation
INPUTACCEL PLATFORM
CAPTURE
Full P
age
O
CLASSIFY
CR
EXTRACT
VALIDATE
DELIVER
Key Points
Key data from images
Do
ep
cs S
ed
arat
Supports rubberband
OCR-assisted indexing
xD
Inde
x
ata E
on
tracti
InputAccel Overview
1-12
Validation
Once the data is read from the document, rules can be applied. These rules can be as simple as
specifying the expected format in an index field (alpha, numeric, etc), it can include template
rules (e.g. SSN index field = NNN-NN-NNNN), and database validations can be used to connect
to a backend system to automatically validate what has been extracted from a document (e.g.
Purchase Order Number)
Validations can happen automatically (connect to a database to perform a lookup and prepopulate other index fields based a key value that was extracted) or some cases require human
intervention (a field is marked as always review)
Key Points
CAPTURE
CLASSIFY
EXTRACT
VALIDATE
DELIVER
EXPORT
InputAccel Overview
1-13
Exports enable the connection between InputAccel and the backend system that allow for the
deliver of index data and documents (images). Exports like the ones to Documentum,
ApplicationXtender, Filenet CS/PS, and IBM Content Manager export the index data and
documents to various folders depending on the document type and index data. These exports also
can kickoff workflows in backend CM systems enabling the routing and approval of the
documents and information.
How it Works
eInput
(browser-based
scanning and
indexing)
INPUTACCEL PLATFORM
CAPTURE
CLASSIFY
EXTRACT
VALIDATE
DELIVER
Document, ECM,
File Storage
Scanner
Scan
Classify
Extract
Validate
Index
Export to
Documentum
Repository
InputAccel Overview
1-14
How it works:
The following slide provides a diagram on the overall flow of images through IA.
Key points:
A capture flow process can be as simple as scan, image enhancement, recognition,
index/validation, and export. Or the capture workflow can be more complex and include
conditional steps where documents get routed to certain individuals for review, data validations
occur where an IA capture flow validates extracted data against a bus application, or have extra
steps for rescanning bad document images.
Product Information (1 of 2)
9 Imaging Concepts
Captiva Products
InputAccel
- Customizable document capture platform
Dispatcher
- Enabling intelligent classification and extraction functionality
into process flow
1-15
Product Information (2 of 2)
9 Imaging Concepts
9 Captiva Products
InputAccel Express
- Capture made fast, powerful, flexible and affordable
InputAccel For Invoices
- Processing any and all invoices
ClaimPack
- Processing HCFAs and UB92 claims
Digital Mailroom
- Capture, classify, and deliver all digital input
Pixel Translations
- ISIS Drivers, QuickScan Pro and imaging toolkits
SDK
- Software Development Kit used to develop InputAccel
compatible modules
InputAccel Overview
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1-16
Module 2
Installation
Module Objectives
Installation
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2-2
Installation
2-3
The requirements listed above are minimums. Performance may be increased by exceeding the
minimums.
Installation
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Datacenter, enterprise, and standard editions of Windows 2003 Server are supported.
2-4
Minimum requirements
- CPU:
2.0 GHz Pentium 4
- Hard drive:
At least 2GB free space
- Memory:
1 - 3 GB RAM
- Networking:
Network interface card that supports TCP/IP
- Video:
Minimum resolution of 1024 x 768, 256 colors
Installation
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2-5
Operating system
- Windows XP SP2
- Windows Server 2003 R2 SP2 or Windows Server 2003 SP2
- Vista - Enterprise x32 SP1, Enterprise x64 SP1
- Vista Business x32 SP1
The administration console also requires Internet Explorer 7.0
In addition, some modules may have specific software
requirements
Installation
2009 EMC Corporation. All rights reserved.
Refer to the InputAccel Version 6.0 Installation Guide for more information.
2-6
Database Requirements
database
Must use SQL Server authentication
Must be a member of the db_owner role for both the InputAccel
database and the msdb database
This must be performed after the IA database installation step
Used during server and web components installation
Do not use the sa account or other SQL Server account that has
full permissions
Installation
2-7
MS SQL Server 2005 Express edition may be used in development or testing environments, but
there are limitations to using this edition. Refer to the InputAccel Installation Guide for details.
Using the default MS SQL Server sa account or any account that has full permissions is not
recommended as it can pose a security threat.
Software Installation
Server installation
- InputAccel database
- Server software
Client installation
- Necessary
modules
Web component
installation
- Administration
console
Installation
2-8
The software installation is comprised of three main types: server software, client software and
web components, which provides the administration console.
Installation Steps
1) Install and configure the InputAccel database
2) Install the InputAccel server(s)
3) Install the administration console and (optionally) IA remoting
4) Activate and license the servers
5) Install the client modules
6) Create roles and add users to them
Installation
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2-9
Installation
2-10
The user account being used when selecting to install the InputAccel database must be a member
of the local Administrators group.
Installation
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2-11
Select the database server and choose a name for the InputAccel
database (IADB is the default)
Installation
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The Login ID used at this point in the installation must be a SQL Server account that is a
member of the sysadmin role. In this example the sa account is used.
Port 1433 is the default MS SQL Server port.
2-12
Installation
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2-13
Server Installation (1 of 8)
Installation
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2-14
Server Installation (2 of 8)
Installation
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2-15
Server Installation (3 of 8)
Installation
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The USB port hardware security key is only applicable to customers upgrading from older
systems. Hardware security keys are no longer issued.
2-16
Server Installation (4 of 8)
Installation
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2-17
Server Installation (5 of 8)
Choose the number of servers that will be deployed if a side-byside installation will be performed
Installation
2-18
The recommended number of InputAccel server instances is one for every two processors.
Benefits of installing multiple server instances:
Total virtual address space is increased using this formula: Number of processes x 2GB. This
allows more batches to be loaded simultaneously on a single machine.
Each servers VBA engine will run in a separate thread, allowing parallel execution of batches
on server instances running on multi-processor machines.
Read/write operations can be distributed across multiple processors to enable parallel
processing of multiple tasks.
Each server instance must be licensed. Licensing will be covered in a later module in this course.
Server Installation (6 of 8)
Installation
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2-19
Server Installation (7 of 8)
Installation
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2-20
Server Installation (8 of 8)
Installation
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The Login ID specified in the data access layer (DAL) registration screen is the SQL Server
login created for use with InputAccel. This should not be the SQL Server SA login.
2-21
Once the server software has been installed, re-insert the hardware
security key, if applicable
Installation
2009 EMC Corporation. All rights reserved.
The USB port hardware security key is only applicable to customers upgrading from older
systems. Hardware security keys are no longer issued.
2-22
2-23
Installation
2-24
First, the installer will install any prerequisite software. Next, select the web component to install
and click Next.
Installation
2-25
Choose the destination directories for the application files and the location of the web site files.
As with the IA server installation, the Login ID used here in the DAL registration should be the
SQL Server account created for use with IA and not the SQL Server SA account.
Installation
2-26
Enter the Windows account that will be used to run the InputAccel web components web site.
Enter the name, IP address, and TCP port number to be used by the InputAccel web site. The
installer will create and configure the web site. No manual creation or configuration by the IIS
administrator is required.
IIS uses port 80 for the Default website, therefore, it is important to pick an unused TCP port or
change the default website to use a different port number. If there is a conflict at installation
time, the installer will notify the user of the conflict.
Installation
Ready to install
Installation
2009 EMC Corporation. All rights reserved.
After entering the web site settings, click Install to perform the installation of the software.
2-27
Licensing
- Manual installation
Use the Administration Console to manually enter individual
license codes
Installation
2-28
In addition to licensing, servers must be activated. The InputAccel server uses either a hardware
security key (USB or parallel port) or an activation file (CAF). Licensing will be covered in
detail in a later module in this course.
Installation
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2-29
Installation
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2-30
Setup Type
Installation
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2-31
Server Connection
Installation
2-32
The dialog shown here is displayed if the InputAccel server is found. The Server port number
defaults to 10099.
Scanner Selection
Installation
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Even if no scanner driver is installed, image files can still be imported to simulate scanning.
2-33
Installation
2-34
Issues with updating applications: Typical installers require the entire application be re-installed.
The ClickOnce deployment utility provides automatic updates and only downloads the parts of an
application that have changed.
Impact to the client computer: ClickOnce deployments are self-contained and do not interfere
with other applications, whereas with a typical installer, it may rely on shared components, which
may be out of date or newer that what is needed.
Security permissions: A typical installer will require Administrative permissions on the local
machine. ClickOnce deployments allow non-admin users to install and only grants the Code
Access Security (CAS) permissions necessary.
Installation
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2-35
Silent Installations
Installation
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2-36
Upgrading
2-37
When upgrading client modules, there are two choices: 1) Install the Backward Compatibility
pack to use existing modules with the 6.0 server or 2) Upgrade the installed versions to version
6.0.
Refer to the Upgrading to InputAccel 6.0 chapter of the InputAccel Installation Guide for
detailed information on upgrading.
2-38
1.
2.
3.
4.
Exercise
Goals
- Install the InputAccel database, server,
-
Tasks
- Prepare for the software installation
- Install the InputAccel database
- Install the InputAccel server
- Install the InputAccel web components
- License the server and modules
- Install the InputAccel modules
Installation
2009 EMC Corporation. All rights reserved.
2-39
Module 2 Installation
Goals
1.
2.
3.
4.
5.
6.
7.
Background
In this lab, you will install the InputAccel database, server software, and client software. SQL
Server and IIS have been installed on the system already.
Before you begin:
Answers to the questions asked in the lab are at the end of the lab instructions
Login to Windows using the login and password shown above (dmadmin/training).
1.2.
1.2.2.
Scroll down and find the service labeled SQL Server (SQL1).
Lab 2-1
2009 EMC Corporation. All rights reserved.
1.3.
1.2.3.
Double-click the SQL Server (SQL1) service to open the service properties
window.
1.2.4.
Set the Startup type to Automatic. This will ensure that the service is started
whenever the system is rebooted.
1.2.5.
1.2.6.
Scroll down to the bottom of the services listed in the Services window.
1.3.2.
1.3.3.
1.3.4.
1.3.5.
1.3.6.
2.2.
2.3.
Below the InputAccel Products heading, click the Install Products link.
2.4.
From the Installation Choices list, click the Step 1 - Install the InputAccel Database link.
The InstallShield wizard will start.
2.5.
At the Welcome screen, click Next > (it may take a few seconds to compute space
requirements).
2.6.
Select to accept the terms in the license agreement and click Continue.
2.7.
2.8.
Ensure the Create the InputAccel Database checkbox is checked, the Port is set to 1433,
and (local)\SQL1 is selected in the Database server dropdown list.
Lab 2-2
2.9.
2.10.
Enter sa/training as the Login ID/Password and click Next >. The database connection
will be tested and if all is correct, then the window displays Ready to Install the Program.
2.11.
2.12.
Once the installation has completed, click Finish to dismiss the dialog, but do not close the
installer at this point.
Select Start > Programs > Microsoft SQL Server 2005 > SQL Server
Management Studio Express.
3.1.2.
3.1.2.2.
3.1.2.3.
3.1.2.4.
3.1.2.5.
3.1.2.6.
3.1.2.7.
If the Server name field contains your computer name, then skip to
step 3.1.3 below. Otherwise, follow these sub-steps:
Lab 2-3
2009 EMC Corporation. All rights reserved.
3.1.2.8.
Open the Server name dropdown list and select <Browse for
more>.
3.1.2.9.
3.1.2.10.
Select the node labeled <Your computer name\SQL1> and click OK.
3.1.3.
In the Connect to Server dialog, ensure that the Authentication field is set to
SQL Server Authentication.
3.1.4.
3.1.5.
Click Connect.
3.1.6.
In the Object Explorer pane (on the left), expand the Security > Logins folders.
3.1.7.
Right-click the Logins folder and select New Login from the menu. A window
appears which will be used to create the new login.
3.1.8.
3.1.9.
3.1.10.
Enter training for the Password and the Confirm password fields.
3.1.11.
Uncheck the Enforce password policy checkbox. The other two checkboxes will
automatically uncheck and become disabled.
3.1.12.
Select IADB from the Default database dropdown list. This is the InputAccel
Database that was created in the last task.
3.1.13.
In the Select a page pane (upper-left) select the User Mapping node. A list of
databases and roles will appear.
3.1.14.
Check the checkbox next to IADB and check the db_owner checkbox in the
Database role membership for: IADB list.
Lab 2-4
3.1.15.
Now check the checkbox next to msdb and check the db_owner checkbox in the
Database role membership for: msdb list.
3.1.16.
Click OK to complete creation of the ia_admin security login. This is the login
account that will be used by the InputAccel Server to connect to SQL Server.
3.1.17.
3.2.
Navigate back to the installation dialog and select Step 2 - Install the InputAccel Server.
3.3.
3.4.
Click Continue when prompted to remove your USB port hardware key.
3.5.
3.6.
Select to accept the terms in the license agreement and click Continue.
3.7.
3.8.
In the InputAccel Service Accounts window, ensure that the Specify a user account option
is selected and enter dmadmin for the Username, training for the Password, and your
computer name for the Domain.
3.9.
The checkbox to start the service automatically should be checked. Do not uncheck it.
3.10.
3.11.
The next step registers the server with the data access layer (the InputAccel Database).
Select (local)\SQL1 for the Database server.
3.12.
Review the information in the Ready to Install the Program window and click Install to
install the InputAccel Server.
3.15.
Once complete, ensure that the checkbox to start the InputAccel Server service is checked
and click Next >.
3.16.
Once the server has started, you will be prompted to re-insert the USB port hardware security
key. Because we are not using one, just click Finish to complete the installation.
Lab 2-5
2009 EMC Corporation. All rights reserved.
From the list of installation choices in the InputAccel installer, select Step 3 - Install the
InputAccel Web Components.
4.2.
4.3.
4.4.
Select to accept the terms in the license agreement and click Continue.
4.5.
You will only be installing the Administration Console for this course, so click Next > to
continue and install it.
c) Under what circumstances would InputAccel Remoting be installed?
_______________________________________________________________________
d) Can the Administration Console and InputAccel Remoting be installed on the same
computer?
_______________________________________________________________________
4.6.
Accept the default Destination Folder locations and click Next > to continue.
4.7.
When the Data Access Layer Registration screen appears, enter the same information you
entered in Task 3 above (during the IA Server install), and click Next > to continue.
4.8.
For the InputAccel Web Site User Account, use dmadmin as the Username, training as
the Password, and your computer name as the Domain. Click Next > to continue.
4.9.
Next, the desired web site information (on the local computer) must be completed. Accept
the default information and click Next >.
4.10.
Because the Default Web Site uses the port number that was entered on the previous screen
(80), the installer is unable to use that port unless the default web site is stopped. Check the
checkbox to Stop the web site and click Next >.
4.11.
4.12.
Once the installation is complete, click Finish to return to the list of installation choices.
Congratulations! You have successfully installed the InputAccel
Web Components! In this lab, you only installed the
Administration Console.
Lab 2-6
2009 EMC Corporation. All rights reserved.
5.1.2.
Once the logon screen appears, enter dmadmin for the Username, training for
the Password, and your computer name or a period (.) for the Domain.
5.1.3.
Click Log On. Once successfully logged on, the Batch Traffic screen will
appear. The screen that appears when logging on is called the Start Page. It can
be changed by clicking the Options tab, selecting My Preferences, and choosing
a new Start Page. Do not change the start page at this time.
5.2.
5.3.
Click the View Server Activations link. The list of Server Activations is displayed. The
State of the current server should show as Not Activated.
5.4.
Click the row containing the name of your server in order to highlight it. The Browse
button below will become enabled.
5.5.
5.6.
Navigate to C:\Student\IA Fundamentals\Lab 02, select the .caf file and click Open.
After several seconds, the file name will disappear from the text box labeled Install
activation file and the properties of the server activation will change.
Do not click the Activate Server button or click the server activation link during this lab
exercise
e) What is the State of the server now?
__________________________________________________________________________
Lab 2-7
2009 EMC Corporation. All rights reserved.
6.2.
In the administration console, click the Licensing / Security tab and then click View
License Codes. Alternatively, you can click the License Codes link in the lower left corner
of the browser, assuming you did not navigate away from the server activations page from
the last task.
6.3.
Click the Import License button to begin the import of a new license file.
6.4.
6.5.
Select the .lic file and click Open. The list of licenses contained in the file will be displayed
in the window. Pay particular attention to the upper-right corner of the license listing. You
will see that there are links for paging through the list of licenses.
6.6.
Click OK to complete the license import. If you were to navigate away from this page prior
to clicking OK, then the import would not succeed. You should now be back at the license
listing and buttons for importing, deleting, and adding should appear at the bottom.
6.7.
The last thing that you will install in this lab exercise are the client components or modules.
Switch back to the InputAccel installer. Click Step 4 - Install the InputAccel Client
Components from the list of installation choices.
7.2.
7.3.
Select to accept the terms in the license agreement and click Continue.
7.4.
7.5.
A list of client modules that cannot be installed due to missing requirements will be
displayed. Click Next > to continue.
7.6.
A list of client modules that require third-party software in order to be used will now be
displayed. Click Next > to continue.
7.7.
7.8.
Enter dmadmin/training for the Username/Password fields and your computer name for
the Domain. Leave the default checkbox selections and click Next >.
Lab 2-8
7.9.
The InputAccel Server Connection Information screen will appear. Ensure the Server
name is set to your computer name, the Server port is set to 10099, the Try to contact this
server during installation checkbox is checked, and click Next >.
7.10.
If the installer is able to connect to the server, a success message will be displayed. Click
Next > to continue.
7.11.
When prompted for Scanner Selection, check the checkbox labeled Do not install a
scanner driver at this time and click Next > to continue. By not installing a scanner driver,
the ScanPlus client module will only be able to import files when creating batches.
7.12.
Review the installation list and click Install to begin the installation.
7.13.
Once the installation is complete, click Finish to return to the list of installation choices.
7.14.
7.15.
Solutions:
a)
b)
The InputAccel SQL Server administration login is being created now because the IADB
database was not created earlier and it is one of the two databases to which the login will
have db_owner access. The login could have been created at an earlier time, but it would
need to be modified after creating the IADB database.
c)
IA Remoting would be installed whenever there will be remote clients. In this context,
remote clients refers to any clients that will access the IA server outside of the firewall.
These are typically client modules that are deployed using ClickOnce.
d)
No. The Administration Console and the IA Remoting server must be installed on separate
computers.
e)
End of Lab
Lab 2-9
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Module 3
InputAccel Overview
Module Objectives
InputAccel Overview
2009 EMC Corporation. All rights reserved.
3-2
InputAccel Overview
Processes and Batches
What is InputAccel?
InputAccel Overview
2009 EMC Corporation. All rights reserved.
Captiva InputAccel modules perform all of the work involved with capturing, indexing, and
exporting. These three operations consist of many modules. For example, one module might
scan a document, while another module might perform image quality assurance, or image
correction. These three modules would all be considered capture modules.
3-3
InputAccel Components (1 of 2)
Database
- Microsoft SQL Server database
- Stores configuration information, license codes, logging rules,
and information related to processing
Server
- Open integration platform that manages and controls the document
capture process
- Workload balancing, queue manager
- Ensures reliability and scalability
InputAccel Overview
2009 EMC Corporation. All rights reserved.
3-4
InputAccel Components (2 of 2)
Client modules
- A set of plugins that perform specific tasks and can run on any
number of machines
- Image capture, data capture, and export
Processes
-
InputAccel Overview
2009 EMC Corporation. All rights reserved.
3-5
Component Diagram
InputAccel Database
InputAccel Server
Import
Image
Enhancement/Quality
check
Data Capture
Key From Image
Image
QA
IndexPlus
ScanPlus
FW/IPP
RescanPlus
FW/
Enhance
Universal
ESS
FW/ Form
ID
FW/
Recog
ODBC
Custom
Export
IQA/
IndexPlus
Email
Import
Values to
XML
PDF/text
Prime OCR
Utilities and
Exception
Handling
FW/
Completion
Data extraction
Image
Enhance
Multi
Directory
Watch
Export
ReScanPlus
Timer
Spawn
Multi
NuanceOCR
Excel
Graph
InputAccel Overview
2009 EMC Corporation. All rights reserved.
OCR
Administrator
Copy
3-6
InputAccel Architecture
Scanner
InputAccel Server
Client
Workstations
InputAccel Overview
3-7
InputAccel Overview
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3-8
InputAccel Overview
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3-9
Module Categories
InputAccel Overview
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3-10
InputAccel Overview
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3-11
InputAccel Overview
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3-12
InputAccel Overview
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3-13
9 InputAccel Overview
Processes and Batches
Process Overview
InputAccel Overview
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Refer to the InputAccel Process Development with VBA course for detailed information on
creating custom processes.
3-14
Example Process
ScanPlus
InputAccel Server
Image
Enhancement
OCR
Export
ScanPlus
IE
OCR
Export
3-15
Batches (1 of 2)
Page information
Setup and processing information
Files names
Other batch-related information
InputAccel Overview
3-16
Batches (2 of 2)
3-17
Tree Structure/View
...
Level 3 Stack
Level 2 Folder
Level 1 Document
InputAccel Overview
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Level 0 Pages
3-18
InputAccel Overview
2009 EMC Corporation. All rights reserved.
3-19
InputAccel Values
InputAccel Overview
3-20
File Input/Output variables are used to store the names of stage files. Each node in a batch may
have one or more stage files associated with it, depending on the stage in the overall process. For
example, a module might have both and input image and an output image. These images will be
represented by variables called InputImage and OutputImage, respectively. The value of these
variables are considered IA values.
Terminology
To learn more about triggers and module definition files, refer to the InputAccel Development
with VBA course
3-21
9 InputAccel Overview
9 Processes and Batches
3-22
1. True.
2. False. InputAccel consists of four main components: InputAccel database, InputAccel server,
client modules, processes.
3. False. The client modules perform all work defined by a process, whether it is scanning,
indexing, exporting, etc. The server coordinates the processing.
4. a, b, and d. Module processing instructions are part of the process. Batches also contain the
scanned or imported pages.
2009 EMC Corporation. All rights reserved.
Exercise
Goals
- Configure a process and use it to process a batch
Tasks
- Import an existing process
- Configure the steps in the process
- Create and process a batch
InputAccel Overview
2009 EMC Corporation. All rights reserved.
3-23
Tasks
1.
2.
3.
Background
Before you begin:
Answers to the questions asked in the lab are at the end of the lab instructions
When using the Administration Console, the lab instructions refer to links in the left-side
pane as "tabs".
Scenario
In this lab exercise, you will import a pre-defined process, configure its steps, and then process a
batch using it. The point of this exercise is to give you an understanding of process setup and batch
processing.
Lab 3-1
2009 EMC Corporation. All rights reserved.
Scan
Image
Enhance
Image
Export
If necessary, login to Windows using the login and password shown above
(dmadmin/training).
1.2.
1.3.
1.4.
1.5.
1.6.
1.7.
1.8.
1.9.
In the Processes list, scroll down and select Lab 03. The steps for the Lab 03 process are
now displayed.
2.2.
2.2.2.
Click OK to dismiss any licensing messages or just ignore them. The messages
will disappear after finishing the setup.
2.2.3.
When the Image Enhancement module starts in setup mode, a sample image must
be selected.
Navigate to C:\Student\IA Fundamentals\Lab 03, select HR_EX2.tif, and click
Open.
2.2.4.
2.2.5.
Now add a halftone removal filter by selecting Filter > Insert > Halftone
Removal.
2.2.6.
As filters are added you will notice that the image in the results pane displays the
result after filtering. You will learn about image enhancement filters in a later
module in this course.
Select File > Exit and click Yes to save your changes.
2.3.
From the list of steps in the Administration Console, right-click the ImageExport
step and select Settings.
2.3.2.
2.3.3.
Click the Edit Schema button to use a schema for the output file name. A
schema uses special variables in order to create dynamic file names.
2.3.4.
Enter %s - %03d, @(BatchName), @07 for the Schema. You will see the
Sample File Names change after entering the new value.
Lab 3-3
2.3.5.
2.3.6.
3.2.
3.1.2.
3.1.3.
3.1.4.
3.1.5.
3.1.6.
3.1.7.
3.1.8.
3.1.9.
3.1.10.
3.1.11.
Close ScanPlus.
Start Image Enhancement by selecting Start > Programs > InputAccel >
Image Enhancement.
3.2.2.
3.2.3.
Enter dmadmin/training as the User Name and Password, and click OK.
3.2.4.
Once the Image Enhancement module starts, click the Run Single Batch
button.
3.2.5.
Select Lab 03 Batch from the list of available batches and click OK.
Lab 3-4
3.2.6.
The images will be processed with the original shown on the left, and the
enhanced image shown on the right.
After the 5th page has been processed, click Stop and exit the Image Enhancement
module by selecting File > Exit.
3.3.
3.4.
Start the Image Export module by selecting Start > Programs > InputAccel >
Image Export.
3.3.2.
3.3.3.
3.3.4.
3.3.5.
3.3.6.
In a flash, the images will be processed and exported. Click Stop and then select
File > Exit.
3.3.7.
3.3.7.2.
You should see one TIF file for each page in the original file. Doubleclick one of the Lab 03 BatchTIF files to view the contents.
End of Lab
Lab 3-5
2009 EMC Corporation. All rights reserved.
Module 4
InputAccel Licensing
Module Objectives
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-2
Server Activation (1 of 3)
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-3
Server Activation (2 of 3)
1) Login to the
administration console
as an Administrator
2) Select Licensing/Security
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
The default start page of the administration console is the Batch Traffic page. Alternatively,
the Server Activations link may be clicked in step 3.
4-4
Server Activation (3 of 3)
4) Browse to and select the .caf file
5) Select the appropriate row in the Server Activations window and
click Activate Server
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
After selecting the CAF file, the server activations list will be populated with the information.
Selecting a row in the server activations list will enable the Activate Server button.
CAF (Dongle-less) licensing Activation States:
4-5
Licensing Overview (1 of 2)
InputAccel Licensing
4-6
IA uses a licensing scheme that allows Captiva and third-party module developers to regulate
how the software is used in an IA installation.
Licensing works by installing a set of license codes on the IA Server. The license codes are
uniquely keyed to the Server ID that the IA Server retrieves from either your Hardware
Encryption Key (dongle) or the Captiva Activation File (CAF).
Each license code can specify a single module and regulate how many copies of the module can
connect to the IA Server at once, how many pages it is allowed to process, how long the license is
allowed to work, and what extra features are enabled.
Licensing Overview (2 of 2)
InputAccel Licensing
4-7
There is one pre-license connection available after installation. This connection is intended to be
used by the administration console. Because of this, it is important to install the administration
console web component, license the server, and then install any client modules. Client modules
that run as services could potentially consume the pre-licensing connection, preventing the
administration console from connecting.
- Dongle-less
Replaces the need for a hardware key
Uses a CAF and activation key string to tie activation to a machines
hardware profile
Provides a grace period to allow customer time to obtain an activation key
after CAF installation or after hardware changes
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-8
License parameters
-
Name
Connections
Pages
Valid Until
Enter by
Features
Issue date
Disables
License code
Status
Server
Licensing types
-
Daily
Monthly
Annually
Non Periodic
- Module-specific
- Group
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-9
Group Licenses
Single Licenses
InputAccel Licensing
4-10
Group licenses allow modules that are a member of the group to pool page counts and/or
connections. Modules within the group reference the group license to determine the number of
pages they can process and the number of instances that can connect to the IA server. In the
example above, the GROUP1 license is referred to by five modules. These modules share the
total page and connection count for this group. In the example on the right, the SCANPLUS
module is licensed singly and not part of a group. Any other module would require its own
license.
Number of connections
allowed at the same time
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-11
Modules will
not be allowed
to login with
this License
License Active
License Expired
4-12
4-13
Each client module has a license that specifies its feature codes. Some modules have modulespecific features codes, as shown above. Some feature codes apply to all client modules.
In the example above, the IAIPI (Image Enhancement) module has feature codes BCDEMX.
Feature codes B, C, D, E, and M apply only to that module, while feature code X applies to all
modules.
For detailed information on the feature codes, refer to the Client module licenses and feature
codes topic in the Administration Guide.
Date the
License was
Created
Disables an existing
license. This allows EMC
Captiva to update/upgrade
an existing license
Encoded license. Encoded
to a specific IA server
number
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-14
OK
Functioning license
code
Bad
Non-functioning code
(not entered correctly or
intended for a different
Server ID)
Duplicate
Expired
Disabled
4-15
License Regulation (1 of 2)
9 Licensing Overview
9 Licensing Parameters
License Management
- Processing of pages that have the Discard page option set will
not affect the page count for the module nor the server
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
The ScanPlus (SCANPLUS) and RescanPlus (RSCANPLS) modules have a Discard page
option for select scanner events such as software patch codes, separator pages, barcodes, etc.
This option is found on the Event actions tab in the module setup screen.
4-16
License Regulation (2 of 2)
by a module
Each time a page is processed by a module that page count is
incremented
Based on usage which is determined dynamically by processes
Skipping a step does not affect page count
When the number of pages processed hits the licensed limit the
server will no longer assign tasks to that specific module
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-17
Monitoring IA Licenses
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-18
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
A user must have the AC.LicenseModify permission to modify permissions, and the
AC.LicenseRead permission to view existing permissions. Permissions will be discussed in a
later module in this course.
4-19
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-20
Importing Licenses (1 of 3)
1) Login to the
administration console
as an Administrator
2) Select Licensing/Security
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-21
Importing Licenses (2 of 3)
4) Click the Import License button
6) Click OK
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-22
Importing Licenses (3 of 3)
All license codes associated with the license file are displayed
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-23
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
The module licenses page displays license-related information such as the number of module
licenses used and available, percent copies used, pages used and available, and features.
Right-click the column header to display a list of hidden and visible columns. The order of
display can also be changed.
4-24
9 Licensing Overview
9 Licensing Parameters
9 License Management
InputAccel Licensing
4-25
1.
2.
3.
4.
True.
False. License codes are stored in the InputAccel database.
True.
d - All of the above.
2009 EMC Corporation. All rights reserved.
Exercise
Goals
- Understand different types of licensing and
their statuses
Tasks
- Answer licensing questions based on license codes
InputAccel Licensing
2009 EMC Corporation. All rights reserved.
4-26
Module 4 Licensing
Tasks
1.
Background
Before you begin:
Answers to the questions asked in the lab are at the end of the lab instructions
Name
Connections
Pages
Valid
Until
Enter
By
ANNUAL
Unlimited
10000
101231
091231
SERVER
Unlimited
ANNUA
L
101231
SCANPLUS
Unlimited
101231
IAIPI
Unlimited
101231
SSOCR
Unlimited
101231
Features
Issue
Date
License
Code
Status
090931
8645-1258
Entered
Too Late
090931
6548-4584
OK
ABC
090931
1685-4865
OK
090931
1685-4865
OK
010915
3258-4584
OK
_____________________________________________________________________________
Lab 4-1
2009 EMC Corporation. All rights reserved.
Connections
Pages
Valid
Until
Enter
By
ANNUAL
Unlimited
20000
101231
091231
SERVER
Unlimited
ANNUA
L
101231
SCANPLUS
Unlimited
101231
IAIPI
Unlimited
101231
SSOCR
Unlimited
101231
Features
Issue
Date
License
Code
Status
090931
8645-1258
Entered
Too Late
090931
6548-4584
OK
ABC
090931
1685-4865
OK
090931
1685-4865
OK
010915
3258-4584
OK
d) After how many pages would ScanPlus stop processing and generate a license error?
_____________________________________________________________________________
_____________________________________________________________________________
e) When the server license is completely used, will IAIPI and SSOCR still be allowed to process?
_____________________________________________________________________________
_____________________________________________________________________________
Lab 4-2
2009 EMC Corporation. All rights reserved.
Name
Connections
Pages
Valid
Until
Enter
By
ANNUAL
Unlimited
20000
101231
091231
SERVER
Unlimited
ANNUA
L
101231
SCANPLUS
Unlimited
101231
GROUP1
Unlimited
101231
IAIPI
GROUP1
GROUP1
101231
SSOCR
GROUP1
GROUP1
101231
Features
ABC
Issue
Date
License
Code
Status
090931
8645-1258
Entered
Too Late
090931
6548-4584
OK
090931
1685-4865
OK
090931
0406-2002
OK
090931
1685-4865
OK
010915
3258-4584
OK
Use the following license codes table to answer the questions that follow:
g) Which license is an example of a Group license?
_____________________________________________________________________________
_____________________________________________________________________________
h) How many licensed connections of IAIPI and SSOCR are there?
_____________________________________________________________________________
_____________________________________________________________________________
Lab 4-3
2009 EMC Corporation. All rights reserved.
Solutions:
a)
The "ANNUAL" license does not work because it was installed on the server after the Enter
By date.
b)
Entered Too Late means the license was installed after the Enter By date.
c)
In order to correct this problem you need to call support and have the IA server date reset.
This is performed using the Administration Console. Support uses a special software tool to
help you reset the date.
d)
The ScanPlus station will start giving license warnings when the page count reaches 90% of
the total count (20000) and would halt when it reaches that limit.
e)
Yes. IAIPI and SSOCR will continue to process all of the pages that already exist on the IA
server.
f)
IAIPI and SSOCR will not quit processing until they reach their expiration dates. There is
not page limit.
g)
The Group1 license is an example of Group licensing as the licenses for both IAIPI and
SSOCR refer to it.
h)
There can be up to 5 connections of either IAIPI or SSOCR in whatever combination best fits
the processing needs.
End of Lab
Lab 4-4
2009 EMC Corporation. All rights reserved.
Module 5
ScaleServer
Module Objectives
ScaleServer
2009 EMC Corporation. All rights reserved.
5-2
ScaleServer Overview (1 of 2)
Overview
Example Operation
Creating ScaleServer Groups
CPU/Core computer
ScaleServer utilizes multiple servers each on their own
computer
ScaleServer
2009 EMC Corporation. All rights reserved.
5-3
ScaleServer Overview (2 of 2)
InputAccel 6.0 Servers Working in a Group
License Sharing
Cluster info
InputAccel
Server 3
Network
Scan
Index
OCR
Export
ScaleServer
2009 EMC Corporation. All rights reserved.
5-4
Compatible Modules
ScaleServer
compatible
ScaleServer
5-5
Attended modules such as ScanPlus that are ScaleServer compatible, will have the Connect to
server group checkbox on the logon dialog.
Enter a Server name of a server in a ScaleServer group and check the Connect to server group
checkbox in order to connect to the servers in a ScaleServer group. Alternately, the user may
simply type the name of one server in the group followed by a semicolon. For example,
student53z; will connect the user to all servers in the ScaleServer group that contains the
computer named student53z.
For a complete list of ScaleServer compatible modules, refer to the InputAccel Installation Guide.
ScaleServer
2009 EMC Corporation. All rights reserved.
5-6
9 Overview
Example Operation
Creating ScaleServer Groups
Task 2-1
Task 2-2
Task 2-3
InputAccel
Server 3
Task 3-1
Task 3-2
Task 3-3
Task 3-4
Task 3-5
Network
Task 1-1
Index
ScaleServer
2009 EMC Corporation. All rights reserved.
5-7
Task 2-1
Task 2-2
Task 2-3
InputAccel
Server 3
Task 3-1
Task 3-2
Task 3-3
Task 3-4
Task 3-5
Network
Task 1-1
Index
ScaleServer
2009 EMC Corporation. All rights reserved.
5-8
Task 2-2
Task 2-3
InputAccel
Server 3
Task 3-1
Task 3-2
Task 3-3
Task 3-4
Task 3-5
Network
Task 2-1
Index
ScaleServer
2009 EMC Corporation. All rights reserved.
5-9
Task 2-2
Task 2-3
InputAccel
Server 3
Task 3-2
Task 3-3
Task 3-4
Task 3-5
Network
Task 3-1
Index
ScaleServer
2009 EMC Corporation. All rights reserved.
5-10
Task 2-2
Task 2-3
InputAccel
Server 3
Task 3-2
Task 3-3
Task 3-4
Task 3-5
Network
Task 1-2
Index
ScaleServer
2009 EMC Corporation. All rights reserved.
5-11
Task 2-2
Task 2-3
InputAccel
Server 3
Task 3-2
Task 3-3
Task 3-4
Task 3-5
Network
Task 1-2
Index
ScaleServer
2009 EMC Corporation. All rights reserved.
5-12
Task 2-2
Task 2-3
InputAccel
Server 3
Task 3-3
Task 3-4
Task 3-5
Network
Task 3-2
Index
ScaleServer
2009 EMC Corporation. All rights reserved.
5-13
InputAccel
Server 3
Task 3-3
Task 3-4
Task 3-5
Network
Task 1-3
Index
ScaleServer
2009 EMC Corporation. All rights reserved.
5-14
InputAccel
Server 3
Task 3-3
Task 3-4
Task 3-5
Network
Task 1-3
Index
ScaleServer
2009 EMC Corporation. All rights reserved.
5-15
InputAccel
Server 3
Task 3-3
Task 3-4
Task 3-5
Network
Task 2-2
Index
ScaleServer
2009 EMC Corporation. All rights reserved.
5-16
9 Overview
9 Example Operation
Creating ScaleServer
Groups
Steps:
1)
2)
3)
4)
5)
6)
ScaleServer
2009 EMC Corporation. All rights reserved.
5-17
ScaleServer
2009 EMC Corporation. All rights reserved.
5-18
6) Click OK
Shows
registered
servers
ScaleServer
2009 EMC Corporation. All rights reserved.
5-19
9 Overview
9 Example Operation
9 Creating ScaleServer Groups
5-20
2.
3.
4.
1.
False. ScaleServer allows multiple servers to be grouped such that a module can receive
tasks from a set of 2 - 8 servers. Side-by-side installation installs multiple IA server instances
on a single computer.
True.
True.
a and b. Clustering does not have to be in place to create or use ScaleServer groups. In order
to connect to a ScaleServer group, users must check the Connect to server group checkbox,
but it is not necessary in order to create the group.
2009 EMC Corporation. All rights reserved.
Module 6
Security
Module Objectives
Security
2009 EMC Corporation. All rights reserved.
6-2
Overview
Roles and Role Management
Permissions and ACLs
Security Overview (1 of 2)
Users
Bob
Jim
Mary
Training
Permissions
AC.Login
Server.Login
Server.Read.Module.Data
Security
2009 EMC Corporation. All rights reserved.
6-3
Security Overview (2 of 2)
6-4
9 Overview
Roles and Role Management
Permissions and ACLs
Pre-Defined Roles
6-5
The word members in this context refers to a set of user and/or groups. The IIS Machine
Administrators refers to the Administrators group for the machine on which Internet Information
Services (IIS) is installed. This is the machine on which the administration console is installed.
A user from this group should create an IA Admins group containing the domain accounts
representing users that are to be administrators, add it to the Administrators role, and then delete
the IIS Machine Administrators member from the role.
The pre-defined roles and their capabilities are listed below:
Administrator
System Monitor
Module Operator
Index Operator
Scan Operator
Viewing Roles (1 of 2)
1) Login to the administration console
2) Select the Licensing/Security tab
3) Click the View Roles link
3
2
Security
2009 EMC Corporation. All rights reserved.
6-6
Viewing Roles (2 of 2)
4) Select the desired role to view and click the Settings button
- Alternatively, double-click the role to view
Security
2009 EMC Corporation. All rights reserved.
6-7
Role Name
and Description
Available/Selected
Permissions
Description of
selected permissions
Available/Selected
Members
Security
6-8
Not shown above, but at the bottom-right of the screen are the Find Member, OK, and Cancel
buttons.
Add new roles when the existing roles do not have the appropriate
permissions for a set of users/groups
Security
2009 EMC Corporation. All rights reserved.
6-9
3
2
Security
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6-10
Security
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6-11
Security
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After adding members from the list of available members, or by finding them, click OK to
complete the creation of the role.
6-12
Finding Members
Filter based on
- Domain or workstation
- User or group name
- Built-in security
principals
Security
6-13
Clicking the Find Member button in the add role screen displays the dialog shown above. The
find dialog allows the user to search for users based on specified criteria. Users that are found
and then selected, will be added to the selected members list and will also be available in future
available members lists.
9 Overview
9 Roles and Role Management
Permissions and ACLs
Permissions
6-14
Security
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6-15
Security
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6-16
Security
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6-17
Security
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Users will not be able to use a module from the list above unless the user is granted login
permission via their role.
6-18
Server Permissions (1 of 2)
Server.Copy.Batch.to.Server
- Copy batches to the InputAccel server
Server.Create.Batch
- Create batches
Server.Debug
- Obtain server debugging information
Server.Install.Process
- Install processes on the server
Server.Log.Message
- Obtain server log messages
Security
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6-19
Server Permissions (2 of 2)
Server.Login
- Login to the InputAccel server
- Required for all modules
Server.Read.Module.Data
- Read module data from the server
Server.Write.Module.Data
- Write module data to the server
Server.SetLogContext
- Set server log context data
Security
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6-20
System Permissions (1 of 2)
System.BatchModify
- Add or delete batches
- Used only for the administration console
System.BatchRead
- View batches in the system
System.ProcessModify
- Add, modify, and delete processes
System.ProcessRead
- View processes installed in the system
Security
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6-21
System Permissions (2 of 2)
System.SecurityModify
- Write non-module server data
System.SecurityRead
- Read non-module server data
System.ServerModify
- Update connection settings for servers
- Add and modify ScaleServer groups
System.ServerRead
- View servers installed in the InputAccel database
- Required for any client that connects to a ScaleServer group
Security
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6-22
6-23
Security
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6-24
Roles are used for actions and ACLs are used for things
- Roles contain permissions and members (users/groups)
- ACLs define access to specific modules, batches, departments
or processes
Security
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6-25
Viewing ACLs (1 of 2)
6-26
Viewing ACLs (2 of 2)
3) Right-click the
object and select
View Selected>
ACLs
3
Security
6-27
Process objects also have the ACLs for New Batches selection. This allows the administrator
to define ACLs for all new batches. Setting ACLs on batch objects only affect the batches
selected.
Shown here to the right is the result
selecting the ACLs menu option for
the process above.
Modifying ACLs (1 of 2)
1) Start by viewing an ACL for an object
2) Select Add to add new accessors or
choose an existing accessor and
select Delete
Security
2009 EMC Corporation. All rights reserved.
6-28
Modifying ACLs (2 of 2)
3) When adding, use the search screen to filter and select
users/groups
4) Select the added users/groups and assign the desired permissions
4
Security
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6-29
9 Overview
9 Roles and Role Management
9 Permissions and ACLs
Security
6-30
1.
2.
3.
4.
5.
Exercise
Goals
- Create and modify roles
Tasks
- Create a new role
- Test the new role
- Remove permissions from the role and test it
Security
2009 EMC Corporation. All rights reserved.
6-31
Module 6 Security
Tasks
1.
2.
3.
Background
Before you begin:
Answers to the questions asked in the lab are at the end of the lab instructions
When using the Administration Console, the lab instructions refer to links in the left-side
pane as "tabs".
If necessary, login to Windows using the login and password shown above
(dmadmin/training).
1.2.
1.3.
Logon using dmadmin/training as the Username/Password. Enter your host name for the
Domain or simply enter a period instead. Click Log On to logon.
1.4.
1.5.
Click the View Roles link. Currently there should be five default roles listed.
1.6.
1.7.
Enter Scan and Index Operator as the Name of the new role.
1.8.
Enter Security Role for Scan and Index Operators in the Description.
Lab 6-1
1.9.
Select all of the Available Permissions prefixed with IndexPlus and click the add button
(
) to add them to the Selected Permissions list. Hold down the Ctrl key and click
each permission to select multiple permissions. You may also use the Shift key to select
multiple sequential items.
1.10.
Repeat the last step, but select all of the ScanPlus permissions and add them to the Selected
Permissions list.
a) What other permissions are necessary to use client modules?
___________________________________________________________________________
___________________________________________________________________________
1.11.
Using the answer from the question above (answers at the end of the lab), add those
permissions to the Selected Permissions list.
1.12.
In addition to the selected permissions, Scan operators are required to have the
Server.CreateBatch permission. Select it from the list of available permissions and add it to
the list of Selected Permissions.
1.13.
1.14.
1.13.1.
1.13.2.
Using the Find Members dialog, you can search for Windows users and groups to
add. Check the Use domain or workstation filter checkbox and enter your
computer name (probably STUDENT53X).
1.13.3.
Check the Use name filter checkbox and enter cchan in the field to search for
user "cchan". This user represents someone that will perform both scanning and
indexing. A Windows account has already been created for this user.
1.13.4.
1.13.5.
Select cchan and click OK. The user is added to the Selected Members list.
Lab 6-2
2009 EMC Corporation. All rights reserved.
Start ScanPlus by selecting Start > Programs > InputAccel > ScanPlus.
2.2.
Enter cchan as the Username, cchan as the Password, and a period (.) as the Domain.
Click OK. If you were successful, the ScanPlus module should launch. Note that you can
either click OK to dismiss any messages regarding the grace period; otherwise the message
will disappear on its own when you close the application.
2.3.
2.4.
2.5.
Enter Lab 6 as the name of the new batch and click Create. The Scan window should now
be displayed. Do not worry about importing any files into the batch at this time.
2.6.
2.7.
Close ScanPlus.
2.8.
Now verify that user cchan can logon to the IndexPlus module. Do not attempt to open or
process any batches.
2.9.
Close IndexPlus.
2.10.
Attempt to start ScanPlus and IndexPlus again, but this time enter gcarlson/gcarlson as the
Username/Password. This user is a Windows user, but is not a valid operator.
b) What happens when attempting to launch using gcarlson as the user?
__________________________________________________________________________
c) If it fails to launch, what error, if any, is displayed?
__________________________________________________________________________
2.11.
Click Close to dismiss the error message and click Cancel to dismiss the logon screen.
If necessary, logon to the Administration console, select the Licensing / Security tab, and
click View Roles.
3.2.
3.2.1.
Select your Scan and Index Operator role and click the Settings button.
3.2.2.
In the last task, you only attempted to login to the ScanPlus and IndexPlus
modules. Your goal is to verify that only the .Login permission is required to do
that.
In the Selected Permissions list, remove ScanPlus.Login and IndexPlus.Login
permissions. Follow the sub-steps below if you need assistance doing so.
3.2.2.1.
3.2.3.
3.3.
).
3.3.2.
When prompted to logon, enter cchan as the Username and Password along with
a period for the Domain. Click OK.
d) Were you successful logging in to the ScanPlus module?
__________________________________________________________________
e) What error message was displayed?
__________________________________________________________________
3.3.3.
Solutions:
a)
b)
c)
d)
No.
e)
Cannot start production mode. Error: Insufficient permissions to launch in production mode.
End of Lab
Lab 6-5
2009 EMC Corporation. All rights reserved.
Module 7
Client Modules
Module Objectives
Client Modules
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7-2
Client Modules
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7-3
Client Modules
7-4
The command-line example above should be entered all on one line. New modules such as
ScanPlus and IndexPlus are based on QuickModuleHost.exe and therefore must be launched
using it. Specify the -modulename: argument followed by the name of module. Specify the login: argument followed by the login domain, name, and password, or use an asterisk (as above)
to use the currently logged in users credentials. Refer to the ScanPlus Guide for more
information on command-line arguments.
Client Modules
2009 EMC Corporation. All rights reserved.
7-5
Client Modules
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7-6
Client Modules
7-7
The module setup screen is launched for the selected process and module. Notice the
Process/Batch name field is set to the selected process name. It also appears in the title bar of
the window.
2) Right-click a batch
whose setup needs
changing and select
Settings
Client Modules
2009 EMC Corporation. All rights reserved.
7-8
Client Modules
2009 EMC Corporation. All rights reserved.
7-9
7-10
Not all modules have the open batch mode option. When a batch is opened using the open batch
functionality, it will usually have to be closed using an associated close batch command button
or link. If a batch is processed using the open batch option, it will not be marked as completed by
the server and will remain in the queue for processing.
Batch 1
ScanPlus
Image
Enhancement
InputAccel Server
Batch 2
IE
Index
Export
Index
Export
Export
IE
Run all batches
Index 1
Run all batches
Index 2
Run all batches
Client Modules
7-11
In this example, two batches (Batch 1 and Batch 2) are created by the ScanPlus module. Because
the image enhancement and index modules are setup to run all batches, both modules process
Batch 1 and Batch 2.
Batch 1
ScanPlus
Image
Enhancement
InputAccel Server
Batch 2
IE
Index
Export
Index
Export
IE
Run all batches
Index 1
Run Single
batch (1)
Client Modules
Index 2
Run Single
batch (2)
Export
7-12
In this example, two batches (Batch 1 and Batch 2) are created by the ScanPlus module. Because
the index modules are setup to run single batch, each module processes only the batch selected
by the operator. In this example, Index Operator 1 selects Batch 1 and Index Operator 2 selects
Batch 2.
7-13
Client Modules
7-14
If this checkbox is not checked, then no client modules will be able to run as a service. When it
is checked, the installer will create a Windows service and also place a shortcut to the module on
the Start menu so that it can be run as an application.
Client Modules
7-15
Client module services are set to manual startup. The administrator can change the startup to
automatic or simply start the services on demand. Service control from a command prompt: Net
[start] [stop] [pause] <service name>|<service display name>. Example: net start IMGDIVID
or net start InputAccel Image Divider
Starting
- Begins taking any available tasks
Stopping
- Finishes any current task and then the service will stop
- The service is released from memory and will no longer process
any tasks
Pausing
- Finishes any current task and will no longer receive any
-
additional tasks
The service itself is not terminated
Client Modules
2009 EMC Corporation. All rights reserved.
7-16
Client Modules
2009 EMC Corporation. All rights reserved.
7-17
Command-Line Arguments
Auto login:
-login:<domain>\<username>, <password> | *@<server machine>
Client Modules
7-18
The vertical bar (|) shown above means that the thing the left can be used or the thing to the right
can be used.
Command-Line Examples
Despite the appearance above, all arguments should be on one single command line. The
arguments are put on separate lines above for clarity.
All client module executables are in the C:\Program Files\InputAccel\Client\binnt directory.
7-19
Client Modules
2009 EMC Corporation. All rights reserved.
7-20
Launched using
QuickModuleHost.exe
Launched using
IAIPI.exe
Client Modules
7-21
Modules whose launch name is Emc.InputAccel.<module name> are launched using the
QuickModuleHost.exe application. This typically applies to newer modules. If the launch name
is the same as the executable name, then there will be an associated executable file.
Processing by Department
Client Modules
2009 EMC Corporation. All rights reserved.
7-22
Non-departmental tasks
- QuickModuleHost.exe -modulename:Emc.InputAccel.Index
- When starting modules from the Start menu, no department is
specified
Client Modules
2009 EMC Corporation. All rights reserved.
If a module is executed without specifying a department, then that module will only be able to
process tasks associated with process steps that do not specify a department.
7-23
InputAccel Server
ScanPlus
IE
IndexPlus - HR
Export
IndexPlus Accounting
Client Modules
2009 EMC Corporation. All rights reserved.
In this example, there are two instances of the IndexPlus module. One instance was started to
process only HR-related batches while the other one was started to process only Accountingrelated batches.
7-24
Creating Departments (1 of 2)
1) Select the Systems tab in the administration console
2) Click the View Departments
link
Client Modules
7-25
Creating Departments (2 of 2)
4) Enter the new department name and click OK
Client Modules
2009 EMC Corporation. All rights reserved.
Department names will be displayed as entered, but in general are not case-sensitive.
Refer to the module on Security for detailed information on department ACLs.
7-26
Indexing
Multi-Streaming (Scanner Feature)
Deployable via ClickOnce
Some ScanPlus settings are shared with RescanPlus
- Within a batch or process
Client Modules
7-27
RescanPlus
Why RescanPlus?
RescanPlus station
Client Modules
2009 EMC Corporation. All rights reserved.
7-28
Indexing
- At Page Level
Orientation
- Rotate 90, 180, 270
Too light
Too dark
Noise
Skewed
Comment box
Bent corner
Wrong image
Double feed
Other
Delete
Client Modules
2009 EMC Corporation. All rights reserved.
7-29
Image Enhancement
Border removal
Deskew
Crop
Hole removal
Halftone
Noise removal
Barcode recognition
Patch code detection
Color filters
Line removal
Smooth
Erosion
Dilation
Skeleton
Invert
Scaling
Blank page detection
2-D barcode recognition
Client Modules
2009 EMC Corporation. All rights reserved.
7-30
NuanceOCR
- Multiple engines
- Output to more than 25 formats including MS Word, HTML,
-
and PDF
IA Values
Formerly known as ScanSoft OCR
PrimeOCR Plus
- Three to six engines
- Output to text file, PDF or IA Values
- Formerly known as PrimeOCR
Client Modules
2009 EMC Corporation. All rights reserved.
7-31
Zonal OCR
- Multiple zones (default 20)
- Generates text strings
Full page OCR
- Generates text files
Multiple Languages
Custom Dictionaries
Client Modules
2009 EMC Corporation. All rights reserved.
7-32
IndexPlus
Client Modules
2009 EMC Corporation. All rights reserved.
7-33
Auto Annotate
Client Modules
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7-34
Document Classification
Classification Edit
Recognition
Validation
Client Modules
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7-35
Export
Export features
-
Client Modules
2009 EMC Corporation. All rights reserved.
7-36
7-37
1.
2.
3.
4.
5.
Exercise
Goals
- Configure modules using setup mode
Tasks
- Import an existing process
- Configure the steps in the new process
- Create a batch and test the process
Client Modules
2009 EMC Corporation. All rights reserved.
7-38
Tasks
1.
2.
3.
Background
Before you begin:
Answers to the questions asked in the lab are at the end of the lab instructions
When using the Administration Console, the lab instructions refer to links in the left-side
pane as "tabs".
The objective of this lab is to review a specific set of document capture requirements, select the
appropriate InputAccel modules, define the configuration for each module, and map out the process
flow chart.
Design Requirements
Your job is to save all of the companys internal HR employee files to a digital format usable by the
companys Web developer for on-line use.
Document Prep
Each document to be scanned will have a cover page containing:
Patch Code 2 (used for document separation)
Barcode (Code 39) containing the Employees Tax Identifier (SSN)
Lab 7-1
2009 EMC Corporation. All rights reserved.
Image Capture
Lab 7-2
2009 EMC Corporation. All rights reserved.
Pages scanned into a batch must be separated into documents at scan time.
Images must be corrected for the following:
Shading must be removed from all pages for readability when indexing
Data Capture
Lab 7-3
2009 EMC Corporation. All rights reserved.
The HR department wants a comma-delimited text file containing SSN, Employee Name,
Department, Status, 401K, and Employee Stock Purchase Plan. Valid entries are as follows:
Department
Status
401K
administration
full time
consultants
part time
10
marketing communications
exempt
20
accounting
bimonthly
40
support
nonexempt
60
test
hourly
80
professional services
100
sales
120
140
160
10
Required Fields
HR Database Fields
Format
Value(s)
Last Name
Located on page 2
Department
Located on page 2
Status
Located on page 2
401K
Located on page 2
Stock
Located on page 7
Image Path
None
Note: The SSN field will be pre-populated by the barcode value. This option is not configured through setup. The
process source code sets the value automatically with the data read from the barcode.
Export
Lab 7-4
2009 EMC Corporation. All rights reserved.
Employee Name
SSN
Department
Status
401K
There will be a single image file for each employee, with each named using the employees name.
The file will contain all the images the associated document. This file will also be saved in the
C:\Temp\ directory.
Lab 7-5
2009 EMC Corporation. All rights reserved.
Requirement
Module
Lab 7-6
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Module Breakdown
Image Capture / Image Quality
1.
2.
Data Capture
1.
2.
Export
1.
2.
Lab 7-7
2009 EMC Corporation. All rights reserved.
Flow Chart
Hint: When creating a document flow, place Image Capture-Quality Modules first, Data Capture
Modules next, and finally Export modules last.
Lab 7-8
2009 EMC Corporation. All rights reserved.
The process contains the InputAccel modules mapped out previously, but it is not finished
yet. It needs to have the settings added to all of the modules used in the process. The IA
Server will deliver the tasks to a module based on the flow specified in the process, but the
modules must be told "how" to process a particular task.
If necessary, login to Windows using the login and password shown above
(dmadmin/training).
1.2.
Using Internet Explorer, start the Administration Console (http://localhost) and login using
dmadmin/training.
1.3.
1.4.
Click the View Processes link. The list of existing processes is displayed.
1.5.
1.6.
1.7.
Select Lab 07.iap and click Open. You will be returned to the Install Process dialog.
Notice that the Name was filled in automatically.
1.8.
If necessary, from the Servers Available list, select student53x and click the add button
(
).
1.9.
Click OK to continue. The existing process has now been imported. Scroll down to the
bottom of the Processes list to verify that your process is listed there.
1.10.
Select the Lab 07 process. The Steps for process Lab 07 display will now list the steps for
the process.
Lab 7-9
2009 EMC Corporation. All rights reserved.
2.1.
Use the Administration Console to configure the ScanPlus step in the process.
The ScanPlus module is used to scan in the employee files. The module will also create a
new grouping of employee scanned images (a Document) for each new employee file per the
setup (See "Cover Page Example").
2.1.1.
If it is not already selected, select the Lab 07 process in the Processes list.
2.1.2.
Right-click the ScanPlus step and select Settings. The ScanPlus module will
launch in setup mode.
Select the Levels tab.
2.2.
2.1.3.
2.1.4.
2.1.5.
Choose Software patch code from the first Scanner Events dropdown list.
2.1.6.
2.1.7.
Select New Document from the Actions dropdown list. This will cause a new
document to be created for each software patch code 2.
2.1.8.
Right-click the IE step and select Settings. Once the module connects to the
server and launches, it will display a file browser in order to select a sample
image.
2.2.2.
2.2.3.
The requirements for this lab suggest applying some filters to do basic clean up
on the image. The following filters will be used:
- Border Removal
- Deskew
Lab 7-10
- Barcode Detection
- Halftone Removal
Add the border removal filter by selecting Filter > Insert > Border Removal.
Notice that as each filter is applied, the resulting image on the right changes.
2.2.4.
Add the deskew filter by selecting Filter > Insert > Deskew.
2.2.5.
Add the bar code detection filter by selecting Filter > Insert > Bar code
Detection.
2.2.6.
Finally, add the halftone removal filter by selecting Filter > Insert > Halftone
Removal.
2.2.7.
2.2.8.
2.2.7.1.
2.2.7.2.
Change the Detection area value to 60 percent. The page will still
look skewed, but the bar code will be corrected.
2.2.7.3.
2.2.7.4.
2.2.7.5.
Click OK.
Some Image Enhancement filters allow application of the filter to a particular area
of the image instead of the entire image. This capability is enabled by creating a
region in the document image. The HR files cover page is designed to allow us to
apply the Bar Code Detection filter to the area labeled "Affix Employee barcode
here".
Create a region.
2.2.9.
2.3.
2.2.8.1.
2.2.8.2.
Click the image in the display (on the right of the setup screen) to
make it the active window.
2.2.8.3.
Draw the region by clicking and dragging with the left mouse button
over the area where you want the module to search for barcodes.
Select File > Exit and click Yes to save changes to the IE setup.
2.3.2.
2.3.3.
2.3.4.
In the Index Family pane (left side of window), click the Create link to create a
new index family.
2.3.5.
2.3.6.
Employee
Name
Employee SSN
Department
Edit Box
Tree
Level
1
Edit Box
Edit Box
1
1
Status
Drop
Down
List Box
Edit Box
Edit Box
401 K $
Amount
Stock
Percentage
2.3.7.
Type
Initial
Value
Editable
Auto
Validate
Population
Mode
Do not populate
Do not populate
This field gets
focus
Fields are loaded
For the Status field, click the Edit button under the Items column and enter
the following information on separate lines:
Full-Time
Part-Time
Hourly
2.4.
2.3.8.
2.3.9.
2.3.10.
2.4.1.
2.4.2.
2.4.3.
Click the Edit Schema button in order to create the file name schema.
2.4.4.
The File Naming Schema dynamically creates subdirectory and file names for the
Export modules that can save output to files. For this Image Export, we are
configuring the Image Export module to create files for every employee using the
Employees name. Since the Employee Name is stored at the 1st grouping of
images (Level1 Document), then all images will be exported to the same
employee named file until a new grouping (Document) is exported.
Enter the value below in the Schema field:
%s, @(IndexPlus.Level1_Index0)
Click OK to save the schema change and then click OK to save the changes and
exit the Image Export setup.
2.5.2.
2.5.3.
2.5.4.
2.5.5.
2.5.6.
The Index String field shows what data will actually be exported when Index
Export is run.
Enter the following value for the Index String field (all on one line):
@(IndexPlus.Level1_Index0), @(IndexPlus.Level1_Index1),
@(IndexPlus.Level1_Index2), @(IndexPlus.Level1_Index3),
@(IndexPlus.Level1_Index4), @(IndexPlus.Level1_Index5)
2.5.7.
The objective of creating a batch is to run the HR files through InputAccel using the recently
configured HR process. As you process the batch, you will learn how to track your
documents through the modules using some built-in Administrator features.
Perform the Scan step.
3.2.
3.1.1.
Start ScanPlus by selecting Start > Programs > InputAccel > ScanPlus.
3.1.2.
3.1.3.
3.1.4.
3.1.5.
Enter Lab 07 Batch for the batch name and click Create.
3.1.6.
Since there are no scanners hooked up to the lab machines, pages will be added in
a different way. Click the Import files to batch link.
3.1.7.
3.1.8.
Click the Close Batch link and then click the Release Batch button.
3.1.9.
Close ScanPlus.
Verify that the scanned images are now queued to the Image Enhancement module.
Lab 7-14
3.3.
3.2.1.
3.2.2.
3.2.3.
The chart should display a gray bar next to the IE step, indicating that there are
tasks ready.
Start the Image Enhancement module by selecting Start > Programs >
InputAccel > Image Enhancement.
3.3.2.
Login as dmadmin/training.
3.3.3.
Click the Run Single Batch button, select Lab 07 Batch, and click OK.
3.3.4.
Once Image Enhancement has processed every image, the module will be idle
waiting for more tasks. Check the Administration Console's Batch Traffic screen
again and verify that the processing has completed and moved on to IndexPlus.
3.3.5.
In the Image Enhancement module click the Stop button, and select File > Exit.
Why Five Tasks at IndexPlus?
Your first thought might be, "Where are the other 55 images"? When creating the
HR process, it was decided to send one employee document at a time for
indexing. One employee file consists of the cover page and 11 HR pages. The
index data is scattered across those 11 pages, so the index operator needs all 11
pages to completely key in the required data.
We scanned in five employee files, creating a new grouping of images called a
Document for every file. This is why there are five tasks queued at IndexPlus.
In InputAccel terms, each "Document" is an IndexPlus task, and is comprised of
12 individual pages.
3.4.
Start IndexPlus by selecting Start > Programs > InputAccel > IndexPlus.
3.4.2.
3.4.3.
Select Lab 07 Batch from the batch list and click Run Selected.
3.4.4.
Click on the thumbnail of page 2 to begin Indexing. Most of the information can
be found on page 2 (New Hire Data Sheet) of the document.
3.4.5.
Type the Employee Name into the field from the data on the displayed image.
Lab 7-15
3.5.
3.6.
3.4.6.
3.4.7.
Enter the department information from the image. Tab to the Status field.
3.4.8.
The Status field is a dropdown list. Use the mouse to open it and select the
appropriate value.
3.4.9.
Continue entering values for the remaining fields. The Stock Percentage value is
located on page 7 of the document.
3.4.10.
Once all data has been correctly entered, click Accept Task when you have
verified the values.
3.4.11.
Click Yes to save the data and then click Yes to accept the current task and move
to the next employee file.
3.4.12.
3.4.13.
3.4.14.
In the Administration Console, you should now see that there are five tasks
queued to the ImageExport step.
Start Image Export by selecting Start > Programs > InputAccel > Image
Export.
3.5.2.
Login as dmadmin/training.
3.5.3.
Click Run Single Batch, select Lab 07 Batch, and click OK. The batch will
now export the images to the directory configured in the Image Export Setup
(C:\Temp).
3.5.4.
When complete, you will see No Batch in the Export window. Select File >
Exit to exit.
3.5.5.
Verify that the tasks are now queued to the IndexExport step in the Batch Traffic
window.
Start Index Export by selecting Start > Programs > InputAccel > Index Export.
3.6.2.
Login as dmadmin/training.
3.6.3.
Click the Run Single Batch button, select the Lab 07 Batch batch, and click
OK.
Lab 7-16
2009 EMC Corporation. All rights reserved.
3.6.4.
The Index Export module will export flat text files to the directory configured in
the Index Export Setup (C:\Temp).
Select File > Exit after the Export is complete to quit the module.
3.7.
3.7.2.
There should be TIF files and txt files here for each employee. Double-click one
of the TIF files to open it in Microsoft Office Document Imaging. You will see
12 pages for the employee.
3.7.3.
Lab 7-17
2009 EMC Corporation. All rights reserved.
Solutions:
Initial Module Selection - Solution
Requirement
Module
Image Enhancement
IndexPlus
Image Export
Lab 7-18
2009 EMC Corporation. All rights reserved.
1.
ScanPlus
2.
Image Enhancement
Data Capture
1.
IndexPlus
2.
Image Enhancement
Export
1.
Image Export
2.
Index Export
Lab 7-19
2009 EMC Corporation. All rights reserved.
End of Lab
Lab 7-20
2009 EMC Corporation. All rights reserved.
Module 8
Module Objectives
8-2
Server Parameters
Server Settings
Managing Processes
Managing Batches
Connections
8-3
Server parameters used to be stored in the Windows Registry prior to version 6.0 of InputAccel.
Changing parameters may negatively impact server performance. The default values are usually
sufficient for most installations and should only be changed if directed to by support personnel.
8-4
8-5
8-6
Default Value
(Decimal)
DebugLevel
EventLogLevel
147
FileTraceBackupFileCount
10
FileTraceLevel
116
MaxDebugOutSizeK
StringTraceLevel
100000
116
8-7
DebugLevel - Error checking level for basic InputAccel Server operations. We recommend using the default value of
one, although setting this value to zero may slightly increase the performance of the InputAccel Server.
EventLogLevel - Levels at which events should be logged. To determine which events are logged, use the following
values:
1/0x01 Errors
2/0x02 Warnings
4/0x04 Information
8/0x08 Audit successes
16/0x10 Audit failures
128/0x80 Successes
To log multiple event levels, add the values for each level together. The events selected by the default value are shown
in bold type.
FileTraceBackupFileCount - Number of backup trace files to keep
FileTraceLevel - Enables various levels of debug output logging to the RootDir\debug.out file, where RootDir is the
directory where batch and process files are stored. Add the same values as for the value StringTraceLevel to determine
which strings are written to the debug file. Note: If you set the value for FileTraceLevel too high, then InputAccel
performance may be affected.
MaxDebugOutSizeK - Maximum size, in KB, allowed for the debug.out file. After the file reaches the maximum
size, debug messages begin overwriting the oldest debug messages in the file. A value of zero indicates unlimited size
for the file.
StringTraceLevel - Levels at which string tracing should occur. Strings are written to the console if the InputAccel
Server is running as an application. Add the following values to determine which strings are written:
1/0x01 Miscellaneous debugging information
2/0x02 Network debugging information
4/0x04 Console
8/0x08 Information
16/0x10 Warning messages
32/0x20 Error messages
64/0x40 Fatal messages
Note: To trace strings at multiple levels, add the values for each level together. If you set the value for
StringTraceLevel too high, then InputAccel performance may be affected.
Default Value
(Decimal)
BatchMaxAddressSpaceK
BatchMaxLoaded
BatchSync
1572864
100000000
300
DiskReserveK
1536000
MaxDebugOutSizeK
100000
8-8
Vista
C:\ProgramData\EMC\InputAccel
Settings stored in the settings.ini file were stored in the WIN.ini file prior to version 6.0.
Refer to the InputAccel Documentation for detailed information on settings.
8-9
8-10
Managing Processes (1 of 2)
Server Settings
Managing Processes
Managing Batches
Connections
8-11
Managing Processes (2 of 2)
8-12
Installing Processes
To learn more about process development, refer to the InputAccel Development with VBA
course.
8-13
8-14
A user must have the Server.Install.Process to add a new process via the administration console.
4) Complete the
fields, specify
the servers on
which to install
it, and click
OK
8-15
8-16
The Copy and Paste menus in the Processes pane offer many
choices for manipulating processes
8-17
8-18
Right-click the process and select Add Batch. Enter the batch name, if not based on a schema,
optionally set the priority and description, and then click OK.
Upgrading Processes
The step list must be the same for upgrading to work. If the step list is different then it is
considered a new process and must be added/installed via the normal steps.
8-19
9
9
Batch Management
Server Settings
Managing Processes
Managing Batches
Connections
8-20
List of batches
in the system
8-21
The chart shows either a listing of all processes (if nothing is selected in the batch listing) or step
information for a selected batch. The chart will show nothing, a red hatched bar, a gray bar, or a
white bar. The red hatched bar indicates batches in error, hold, or those with a priority of zero.
The gray bar indicates the batches or tasks in the ready, working, or sent status. Finally, the
white bar indicates the number of batches or tasks with any status. Also notice that by hovering
the mouse pointer over a chart bar that the actual number is displayed as a tool tip.
It is important to note that the chart displays information alphabetically, so the modules listed for
a particular batch do not necessarily represent the order of steps.
The modules table lists connected modules for all processes (if
none selected) or for a selected batch
8-22
Batch Status
modules
Administrators can manually put a batch into a Hold or Error
state via the Administration Console
Batch status is computed based on the overall error and hold states
of the individual tasks and the batch
8-23
Batch Priority
8-24
Prior to version 6.0 of InputAccel, a batch could be put on hold by setting the priority to zero.
Batches can now be put on hold manually via the Administration Console by checking the Hold
checkbox for a batch.
Admin Review
8-25
Finding Batches
8-26
Click OK to save the search for future use or click Run Search for
on demand searches
8-27
Batch Filters
8-28
Batch Settings
8-29
8-30
Task Status
8-31
In previous versions of IA, an error handler for a process might set the priority of a batch or the
RetriesLeft trigger to zero. This would cause the entire batch to be put on hold. By setting the
task error instead, other tasks in the batch can continue to process.
Done - The module step has finished processing the task.
Not Ready - No tasks are currently queued for the module step.
Ready - Tasks are queued for the module step.
Working - The task is currently being processed by the module step.
Hold - Tasks associated with the module step are on hold.
Error - Tasks associated with the module step are flagged for error.
Sent - Tasks associated with the module step are sent by the InputAccel Server.
Values View
8-32
Image View (1 of 2)
Tasks View
8-33
Image View (2 of 2)
The toolbar shown here is displayed at the bottom of the image window (shown on previous
slide). It allows the user to view image settings, zoom in/out, print the image, and rotate it.
Changes such as rotating are not saved.
8-34
Editing Values
8-35
Monitoring Connections
9
9
9
Server Settings
Managing Processes
Managing Batches
Connections
Ability to monitor
-
8-36
Connections Listing
8-37
9
9
9
9
Server Settings
Managing Processes
Managing Batches
Connections
8-38
1. True.
2. False. Assuming appropriate permissions and network connectivity, etc., the administration
console allows a process to be added to one or more servers.
3. True.
4. False. Using the advanced search, many different aspects of a batch can be used in the
search.
5. False. Connected modules may be disconnected using the Disconnect button in the
Connections pane.
2009 EMC Corporation. All rights reserved.
Exercise
Goals
- Manage Processes and Batches
Tasks
- Add a new process using the administration console
- Use the new process to create empty batches using the
-
administration console
Import files into the batch using the ScanPlus module
Examine the batch settings, view values, and images associated
with the batch
Create an advanced batch search and save it as a filter
Display active module connections for select batches
8-39
Goals
Tasks
1.
2.
Use the new process to create empty batches using the administration
console
3.
4.
Examine the batch settings, view values, and images associated with
the batch
5.
6.
Background
Before you begin:
Answers to the questions asked in the lab are at the end of the lab instructions
When using the Administration Console, the lab instructions refer to links in the left-side
pane as "tabs".
If necessary, login to Windows using the login and password shown above
(dmadmin/training).
1.2.
1.3.
1.4.
1.5.
1.6.
1.7.
1.8.
Ensure that your server is listed in the Servers Selected list and click OK.
Task 2 - Use the new process to create empty batches using the administration
console
2.1.
In the Processes list, scroll down and select the new Lab 08 process.
2.2.
2.3.
Enter Lab 8 Batch 1 for the Batch name and click OK.
2.4.
Repeat the steps above and create a total of at least five batches. Be sure to change the name
of each new batch (Lab 8 Batch 2, Lab 8 Batch 3, etc.).
Congratulations! You have created empty batches using the
administration console.
Task 3 - Import files into the batches using the ScanPlus module
3.1.
Start ScanPlus by selecting Start > Programs > InputAccel > ScanPlus.
3.2.
Login as dmadmin/training.
3.3.
3.4.
3.5.
3.6.
Navigate to C:\Student\IA Fundamentals\Lab 08, select HR.tif and click Open. The file
contains 60 pages.
3.7.
Lab 8-2
2009 EMC Corporation. All rights reserved.
3.8.
Click the Close Batch link and then click the Release Batch button.
3.9.
Perform the previous steps on at least two of the four remaining empty batches.
3.10.
Task 4 - Examine the batch settings, view values, and images associated with the
batch
4.1.
In the Administration Console, select the Batch Traffic tab. A list of batches will be
displayed along with their status and number of tasks.
a) For the batches processed using ScanPlus, what does the Status column show?
_________________________________________________________________
4.2.
Right-click Lab 8 Batch 1 and select Settings. A new browser window will open.
b) What things related to the batch are you able to View?
_________________________________________________________________
4.3.
The View dropdown list should be set to Settings. Once you change the selection, it will be
remembered the next time you access Batch settings.
Select Tasks from the View dropdown list.
c) After which Node do you see nodes representing the pages of the file that was
imported?
_________________________________________________________________
d) What status is listed for the nodes of the Scan step? What about the IE step?
_________________________________________________________________
4.4.
4.5.
Right-click Node 67 - p. 60 and select Show Image. A new browser window opens and
displays an image.
Lab 8-3
4.6.
4.7.
4.8.
Select Values from the View dropdown list. Here you can view and edit all of the IA values
for the steps in the batch along with the nodes. Notice that you can select a Node and view
all of the associated values. The values may be filtered by step by changing the Filter
dropdown list above the list of values.
4.9.
Scroll to the bottom of the browser window and click OK to close it.
4.10.
4.11.
The chart, shown below the Batch Traffic listing will display the status of the steps for that
batch. A gray bar indicates tasks ready at that step. A white bar usually indicates that the
step has processed.
Congratulations! You have viewed batch settings, values, and
images using the Batch Traffic window.
5.2.
In the lower-left corner below the Batch Finder node, select Advanced Search. The Batch
Finder - (New Search) window will appear.
5.3.
5.4.
5.5.
5.6.
5.7.
5.8.
Notice that your new search now appears in the Batch Filters listing.
Select Lab 8 Batches and click View Results to run the search. All of the batches that you
added in the earlier task should now be displayed.
5.9.
The search can be modified by clicking the Modify Search button in the upper-right corner
of the browser. Click the Modify Search button now.
Lab 8-4
5.10.
Check the Status checkbox and ensure the value is set to Not Ready.
5.11.
5.12.
The results should be quite different. It is important to note that when you click Run
Search, it does not save the search settings.
Click the Filters node in the lower-left corner of the browser, select Lab 8 Batches, and then
click the Settings button. You will notice that the last change you made was not saved. In
order to do so, you would click OK instead of Run Search.
5.13.
6.2.
6.3.
At this point, the display should be very simple. Only the Administration Console is
currently connected.
Start ScanPlus again and login as before.
6.4.
Click the Connections link in the lower-left corner of the browser to update the Connected
modules list. ScanPlus should now appear.
6.5.
Select ScanPlus in the listing of connected modules. You should now see a listing of
batches using the ScanPlus module.
6.6.
Open the Filter dropdown list in the upper-right corner of the browser. Notice the available
selections.
6.7.
Now click the Disconnect button to disconnect the ScanPlus module. Click Yes to confirm
the disconnect.
6.8.
Refresh the listing by clicking the Connections link in the lower-left corner again. The
Filters selection should no longer include ScanPlus.
ScanPlus may popup at this point and show the "Not connected" message at the bottom.
Lab 8-5
2009 EMC Corporation. All rights reserved.
6.9.
Close ScanPlus.
6.10.
Solutions:
a)
Ready.
b)
c)
After Node 7, the nodes (8-67) represent the pages of the file.
d)
Done. Ready.
End of Lab
Lab 8-6
2009 EMC Corporation. All rights reserved.
Module 9
ScanPlus
Module Objectives
ScanPlus
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9-2
ScanPlus Overview
Setup Mode
Production Mode
Overview
ScanPlus
2009 EMC Corporation. All rights reserved.
9-3
Users added to both the Scan Operator and Module Operator roles
can use ScanPlus
ScanPlus
2009 EMC Corporation. All rights reserved.
9-4
ScanPlus
IndexPlus
EMC
Documentum
Export
ScanPlus
9-5
The sample process (_Export5) shown above is distributed with the InputAccel server. Not
shown in the process are the IADONE and IAMULTI modules, which are used to signify that the
batch is complete, and then delete it.
9 ScanPlus Overview
Setup Mode
Production Mode
Configuring ScanPlus
ScanPlus
9-6
The status information tab displays status information related to the process step being setup and
the server and user name used when logging in to ScanPlus setup. Setup mode can be entered
from the administration console or a command prompt. The module must be installed on the
computer where the administration console is running.
Levels
Define the name and number of levels that will be used in a batch
ScanPlus
9-7
The number of levels defined here will determine how many levels all modules in the process can
display. Simply check the checkbox next to a level to include it in the tree. Enter a type name,
such as document, folder, drawer, box, etc. Enter the display name, which can be any
combination of text, a numbering schema, and IA values. Check the checkboxes which allow
certain operations at the specified level. For example, unchecking Delete at the Page level
prevents the operator from deleting pages.
Even if a level is not displayed, it still exists and can be used for separation.
Event Actions
ScanPlus
9-8
Event actions are used to generate new nodes (Document, Folder, Stack, or any other level used
as defined on the Levels tab) and batches. The actions can occur based on selected scanner
events or if importing files, after every nth file has been imported. The possible scanner events
include: Software patch code, Kodak level change, separator page, every n pages, new stack, bar
code, and blank page. Depending on the scanner event selected, there may be available options.
Nest the events from largest to smallest, i.e. new batch before new document.
Check the Discard page checkbox to delete the entire page (both sides) from the batch when
using blank pages for example.
Scanner
ScanPlus
9-9
By default, processes use the scanner settings of the scanner driver selected during installation.
Click the Change selected scanner link to display a list of available scanners and select the
new scanner. It is possible to configure scanner driver settings while in the scanner selection
window. Scanner configurations may be created for one or more scanners so that an operator can
select a configuration during production in order to switch scanners easily. Once a scanner is
selected and a configuration created for it, click the Modify scanner settings link to change
the selected scanner configuration settings.
Index (1 of 2)
ScanPlus
9-10
Indexing fields allow operators to add organizational information to batches during production.
For example, if a box of documents is scanned, it may be desirable to have the box number
associated with the batch. This can be accomplished through indexing fields. First, the level at
which an index field will be required must be specified. Next, determine when the operator will
enter the indexing data - while scanning, or after scanning. Select Do not index if no index
fields will be defined for the level (this is the default). Choose from where to read index
information: Current side, Next side, or Side after next. Finally, click the Define Indexing
Fields link to display the indexing setup screen.
Index (2 of 2)
ScanPlus
9-11
When defining indexing fields, the administrator must import a sample document and then draw
the index zones. This is accomplished by clicking and dragging on the sample shown. After
drawing the index field, enter a Field Title, optional Character Restriction to prevent unwanted
entries, and an optional Default Value. Each zone can have its own color as well. Click Save
changes and close when done.
Import
ScanPlus
9-12
Operators can import files into a batch if allowed in the file import pane. It is important that this
be allowed if the scan station has no scanner and will be only importing files. Select the allowed
file formats from the File Formats list or leave it empty to allow all formats. Check the Process
image files checkbox to convert the imported image files into the format selected on the Image
Output tab. Checking this checkbox also allows multi-page image files to be converted into a
single page.
Image Output
Specify the image output file format, rotation, and thumbnail size
ScanPlus
9-13
The image output tab defines the file format for output images. Select the format from the File
format dropdown list. For each color depth (mode), select the compression algorithm to use.
Select and right-click the compression value to enable a dropdown list from which a selection can
be made. The page rotation options allow a page to be scanned and then rotated 90, 180, or 270
degrees at runtime. Typically the front side rotation will be 90 degrees while the back side
rotation will be 270 degrees. This enables landscape scanning while keeping the front/back side
orientation correct. During batch creation, thumbnails of scanned or imported pages are
displayed to the operator. The size of the thumbnail can be set to: Standard, Medium, Large,
Extra Large, or Maximum Size. The maximum size is approximately 2 inches square.
Miscellaneous
ScanPlus
9-14
Options available in the miscellaneous settings pane include the ability to verify page count when
closing a batch, prompting the operator before coming a batch, hiding scanner settings,
automatically deleting empty batches, disabling priority selection on the new batch window,
disabling the description field on the new batch window, and displaying the page level value in
the status bar.
Define batch name schema and process schema for auto batches
ScanPlus
9-15
If new batch creation was defined in the event actions tab, then complete this screen. Enter the
batch name schema to determine how new batches will be named. Any combination of text, IA
values, or numbering schemes can be used here. Next, select the process schema. Choices of
<Same Process>, <Ask User>, or any installed process can be selected. Or, type in a valid
schema.
Automatic batch naming can be used even if a new batch event was not specified.
Scripting (1 of 2)
ScanPlus
9-16
Client-side scripting is available in version 6.0 and later of InputAccel. Modules and tasks
generate any number of events and a custom, client-side script can be executed in response to
those events. Some modules such as IndexPlus have other types of events. Scripts are written in
either C# or VB.NET. The scripts are compiled into DLLs which are then associated with the
module. Each event will have a corresponding script. For example, the BatchCreationError
event will be mapped to the Script.ScanPlusModuleEvents.BatchCreationError. Then, the
developer of the DLL needs to ensure that this event handler is defined. Scripts can be created
using MS Visual Studio or by clicking the Manage script files button.
Client-side scripting in the ScanPlus module takes the place of the scan-hook.dll.
Scripting (2 of 2)
ScanPlus
9-17
Click the Manage script files button displays the Manage Scripts window shown above, to the
left. New DLLs (scripts) can be added using the Add file button, or a new script can be created
using the Create text script button. Click it displays the Text Scripting File window shown
above to the right. Provide a new name for the script and select the language to develop in. The
script automatically includes all of the necessary interfaces to create ScanPlus event handlers.
Other Support
ScanPlus
2009 EMC Corporation. All rights reserved.
9-18
9 ScanPlus Overview
9 Setup Mode
Production Mode
ScanPlus
2009 EMC Corporation. All rights reserved.
9-19
When creating a new batch, the operator must select the process to
use
ScanPlus
2009 EMC Corporation. All rights reserved.
9-20
When opening a batch, the operator selects a batch from the list or
enters the batch name manually
ScanPlus
2009 EMC Corporation. All rights reserved.
9-21
Popup context menus are available to manipulate the tree and file
views
ScanPlus
2009 EMC Corporation. All rights reserved.
9-22
Importing Files
ScanPlus
2009 EMC Corporation. All rights reserved.
As seen in the setup section, importing may be enabled/disabled on the Import screen.
9-23
Previewing
They can also use the preview option to scan from a flatbed
scanner
ScanPlus
9-24
Previewing gives the scan operator the opportunity to optimize scanner settings before and during
scanning. Previewing can also be used to create sample images for setting up index zones.
Modify Settings
ScanPlus
9-25
Refer to the setup mode in this module for information regarding scanner settings. Miscellaneous
settings allows the operator to change the file view refresh rate during scanning and importing as
well as whether or not to automatically print the scan report when ScanPlus is exited. The view
settings allow the operator to change the file view and tree view settings. These settings define
things such as scaling, page orientation, background colors, and text colors.
Not shown above, but available when a batch is opened is the Set up step settings link. This
allows the operator to change most of the settings available in setup mode for the current batch.
The changes only affect pages entered into the batch after the settings are saved and they do not
affect any other batches.
ScanPlus
9-26
The summary report is used to view or print statistical information for the current session, batch,
or all batches. In order to create a report, click the Summary tab, choose the desired option (all
batches, current batch). A report is automatically generated and displayed in the preview
window. The operator can print or view the report.
9 ScanPlus Overview
9 Setup Mode
9 Production Mode
9-27
1. True.
2. False. ScanPlus can acquire images from scanners and imported files.
3. False. The Event actions screen is used to determine automated separation, up to and
including a new batch.
4. True.
5. b and c. Run all batches and Run single batch are typically options associated with other
modules.
2009 EMC Corporation. All rights reserved.
Exercise
Goals
- Create batches automatically using patch code 3
pages and automatic batch naming
Tasks
- Import a process
- Configure the steps in the process
- Test the process
ScanPlus
2009 EMC Corporation. All rights reserved.
9-28
Module 9 ScanPlus
Goals
Tasks
1.
Import a process
2.
3.
Background
Before you begin:
Answers to the questions asked in the lab are at the end of the lab instructions
When using the Administration Console, the lab instructions refer to links in the left-side
pane as "tabs".
Scenario
Document Preparation - Documents will be transported to the scanning department in boxes labeled
with an identification number. Batches will be separated with a Patch code 3 separator page, which
will be deleted at scan time. Documents will be separated with a patch code 2 separator page
(employee cover page), which will also be deleted at scan time.
Image Capture - All pages will be scanned. Automatic batch naming will be used to give the batch
names uniformity. The document set sample is similar to that of a previous lab.
Export - Image files will be created in the C:\Temp directory. Each file will contain all pages for
one employee (document) excluding the employee cover sheet.
Lab 9-1
2009 EMC Corporation. All rights reserved.
Requirement
Module
Export all pages for an employee into one file. The file
should be named based on the batch along with the
document number within the batch.
Lab 9-2
2009 EMC Corporation. All rights reserved.
Module Breakdown
Image Capture
1.
Export
1.
If necessary, login to Windows using the login and password shown above
(dmadmin/training).
1.1.2.
1.1.3.
1.1.4.
1.1.5.
1.1.6.
1.1.7.
1.1.8.
2.1.2.
Right-click the Scan step and select Settings. ScanPlus will start in setup mode.
2.1.3.
2.1.4.
2.1.3.1.
2.1.3.2.
Select Software patch code from the Scanner Events dropdown list.
2.1.3.3.
2.1.3.4.
Select New Batch from the Actions dropdown list and check the
Discard page checkbox.
2.1.3.5.
Select Software patch code from the next Options dropdown list.
2.1.3.6.
2.1.3.7.
Select New Document from the Actions dropdown list and check the
Discard page checkbox.
2.1.5.
2.2.
2.1.4.1.
2.1.4.2.
Enter HR_@(Index) for the Batch name schema. This will cause all
new batches for this process to have a prefix of "HR_" followed by a
sequential number. This will ensure that every new batch has a unique
name.
Click OK to save the ScanPlus settings and close the setup window.
In the Administration Console, right-click the ImageExp step and select Settings.
2.2.2.
Set the File Path value to C:\Temp. This will cause all files exported to be
placed in this directory.
2.2.3.
2.2.4.
Enter %s - %02d, @(BatchName), @17 as the Schema value. This will create a
file name consisting of a string (%s) followed by a dash and then a two character
signed decimal integer. The actual values will be the batch name
(@(BatchName)) and the document number within a batch (@17). The number 1
in @17 defines the node (document).
Lab 9-4
2.2.5.
2.2.6.
3.1.2.
3.1.3.
3.1.4.
Select the Lab 9 process from the process list. The batch name will be created
automatically using the pre-defined name schema.
a) What is the name of the batch?
_________________________________________________________________
3.2.
3.1.5.
3.1.6.
3.1.7.
3.1.8.
3.1.9.
3.1.10.
Close ScanPlus.
Start Image Export by selecting Start > Programs > InputAccel > Image
Export.
3.2.2.
Login as dmadmin/training.
Lab 9-5
3.3.
3.2.3.
Click the Run Single Batch button. Notice that there are three new batches
(HR_02, HR_03, HR_04). These batches were created automatically when the
patch code 3 page was encountered.
3.2.4.
Click Cancel.
3.2.5.
3.2.6.
When all of the batches have been processed, click the Stop button.
3.2.7.
3.3.2.
You should now see multiple TIF files named <batchname> - <sequential
number>. The files represent the individual employee files (document) within
each batch. Double-click one of the files to view it and verify that this is the case.
3.3.3.
Solutions:
a)
HR_01.
Lab 9-6
2009 EMC Corporation. All rights reserved.
Requirement
Module
ScanPlus
Export all pages for an employee into one file. The file
should be named based on the batch along with the
document number within the batch.
Image Export
ScanPlus
1.
Export
1.
Image Export
End of Lab
Lab 9-7
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Module 10
Image Enhancement
Module Objectives
Image Enhancement
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10-2
Overview
Color Filters
Binary Filters
Run Mode Options
10-3
Setup Mode
Image Enhancement
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10-4
Overview
Color Filters
Binary Filters
Run Mode Options
Color detection
Binary thresholding
Color dropout
Color deskew
Black overscan removal
Color crop
Image Enhancement
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10-5
Image Enhancement
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10-6
Image Enhancement
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10-7
Thresholding Algorithms
- Simple thresholding
Mediocre text output
Mangles neither images nor bar codes
Image Enhancement
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10-8
Image Enhancement
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10-9
Image Enhancement
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10-10
- Detect only
- Fixed-angle deskew
Rotate only
Image Enhancement
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10-11
Image Enhancement
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10-12
Image Enhancement
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10-13
The color crop filter crops 24-bit color, 8-bit grayscale, and binary
images
Settings and behavior are identical to those of the binary crop filter
- Fixed margin mode
- Fixed size mode
If no settings are specified, it will perform a white border removal
Image Enhancement
2009 EMC Corporation. All rights reserved.
10-14
Image Enhancement
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10-15
Image Enhancement
10-16
These settings are specified in the Run Mode Options, which will be shown later in this module.
Miscellaneous
Image Enhancement
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10-17
9
9
Binary Filters
Image Enhancement
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Overview
Color Filters
Binary Filters
Run Mode Options
10-18
Border Removal
Image Enhancement
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10-19
Deskew
Straightens images
Image Enhancement
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10-20
Noise Removal
Image Enhancement
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10-21
Halftone Removal
Image Enhancement
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10-22
Crop
Fixed margins mode - Resizes the image by adjusting the width of
the margins
Image Enhancement
2009 EMC Corporation. All rights reserved.
10-23
Image Enhancement
10-24
Extended bar code detection replaces the bar code detection filter. The bar code detection filter is
still available, but is no longer supported. Shown below are examples of some bar codes.
9
9
9
Overview
Color Filters
Binary Filters
Run Mode Options
Image Enhancement
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The color conversion mode defines what happens to images with incompatible color depths
before being passed to a filter.
10-25
Image Enhancement
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10-26
Image Enhancement
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10-27
Image Enhancement
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10-28
9
9
9
9
Overview
Color Filters
Binary Filters
Run Mode Options
Image Enhancement
10-29
1.
2.
3.
4.
True.
False. The Image Enhancement module can apply both color and binary filters.
True.
a, b, and d.
2009 EMC Corporation. All rights reserved.
Exercise
Goals
- Setup and use color filters for image enhancement
Tasks
- Import a process
- Configure the process
- Test the configured process
Image Enhancement
2009 EMC Corporation. All rights reserved.
10-30
Goals
Tasks
1.
Import a process
2.
3.
Background
Before you begin:
Answers to the questions asked in the lab are at the end of the lab instructions
When using the Administration Console, the lab instructions refer to links in the left-side
pane as "tabs".
Scenario
Image Capture - All pages will be scanned in color. We want a binary image if the original physical
page was black and white. Color images are to have their overscan removed, and binary images will
be corrected for skew and noise.
Export - Each page is to be individually exported and named using the batch name, box number, and
the page number.
Lab 10-1
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Requirement
Module
Lab 10-2
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Module Breakdown
Image Capture / Image Quality
1.
2.
1.
Export
1.
Lab 10-3
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Lab 10-4
2009 EMC Corporation. All rights reserved.
1.2.
1.3.
1.4.
1.5.
1.6.
2.1.2.
2.1.3.
Define indexing.
2.1.3.1.
2.1.3.2.
2.1.3.3.
2.1.3.4.
2.1.3.5.
2.1.3.6.
Use your mouse to draw a zone over the entire page by clicking and
dragging. A new field called New Field 1 will be created.
2.1.3.7.
Change the name of the field to Box Number in the Field properties
window (upper-right).
2.1.3.8.
Click the Save changes and close link in the upper-left corner of the
screen.
Lab 10-5
2.1.4.
2.1.5.
2.2.
2.1.4.2.
Right-click the ColorDetect step and select Settings. Image Enhancement will
start in setup mode and prompt for a sample image.
2.2.2.
2.2.3.
Select Filter > Insert > Color Detection or click the Color Detection toolbar
button
2.2.4.
2.3.
2.4.
Select File > Exit and click Yes to save the changes when prompted.
In the Administration Console, right-click the ColorIE step of the process and
select Settings. Image Enhancement starts in setup mode.
2.3.2.
2.3.3.
Select Filter > Insert > Black Overscan Removal or click the toolbar button
2.3.4.
Select File > Exit and click Yes to save your changes when prompted.
In the steps list, right-click the BWIE step and select Settings. Image
Enhancement starts in setup mode.
2.4.2.
2.4.3.
Add the binary thresholding filter by selecting Filter > Insert > Binary
Thresholding
2.4.4.
Next, add the deskew filter by selecting Filter > Insert > Deskew
2.4.5.
Finally, add the noise removal filter by selecting Filter > Insert > Noise
Removal
.
2.4.6.
Select File > Exit and click Yes when prompted to save your changes.
Lab 10-6
2.5.
In the steps list for the Lab 10 process, right-click the BWExport step and select
Settings. The Image Export module starts in setup mode.
2.5.2.
2.5.3.
Change the File Path value by clicking the Browse button, navigating to
C:\Temp, and clicking OK.
2.5.4.
2.5.5.
2.6.
2.5.6.
Click OK. The Use Schema checkbox should now be checked and the schema
that you entered is displayed below it.
2.5.7.
Click OK to save your changes and exit the image export module.
2.6.2.
Click the Browse button and navigate to C:\Temp and click OK.
2.6.3.
2.6.4.
2.6.5.
Click OK.
2.6.6.
2.6.7.
2.6.8.
2.6.9.
Lab 10-7
2009 EMC Corporation. All rights reserved.
3.2.
Start ScanPlus by selecting Start > Programs > InputAccel > ScanPlus.
3.1.2.
Check the Use Windows logon checkbox if necessary and click OK.
3.1.3.
3.1.4.
Select the Lab 10 process that you imported. The batch name is automatically
created.
3.1.5.
Click Create.
3.1.6.
3.1.7.
3.1.8.
Enter BR-549 as the Box Number index field and click Save.
3.1.9.
Click the Close Batch link and click the Release Batch button.
3.1.10.
Close ScanPlus.
3.1.11.
Look at the Batch Traffic in the Administration Console. You should see the Lab
10 batch. Select the batch. You should see (in the chart) that the Color Detect
step has triggered because it will have a gray bar.
Start the Image Enhancement module by selecting Start > Programs >
InputAccel > Image Enhancement.
3.2.2.
Enter dmadmin/training for the User Name and Password and ensure that your
computer name is in the Domain field. Click OK.
3.2.3.
3.2.4.
3.2.5.
Once the images views have stopped updating, the image enhancement steps are
likely done. Use the Administration Console to verify this by clicking the batch
in the Batch Traffic window. If the batch is already selected, you may need to
click on another batch, and then again on the batch in question to update the chart.
The Batch Traffic chart should show that the BWExport step is ready (gray bar)
while the BWIE and ColorIE steps are complete (white bars). Note: The chart
displays steps in alphabetical order, not their order in the process.
Lab 10-8
3.2.6.
3.3.
Select File > Exit in the Image Enhancement module to exit it.
Start the Image Export module by selecting Start > Programs > InputAccel >
Image Export. Use dmadmin/training and your computer name for Domain and
click OK.
3.3.2.
Click the Run Single Batch button, select your batch (there will only be one),
and click OK.
3.3.3.
After a second or two, the processing should be complete and the window will
display No Batch.
3.3.4.
3.3.5.
3.3.6.
Verify that there are new TIF files located here. The file names will be based on
the schema you entered in the Image Export setup (Batch name, Box Number,
Sequence number).
Double-click the files to see the resulting image enhanced pages.
3.4.
Solutions:
Initial Module Selection - Solution
Requirement
Module
Lab 10-9
2009 EMC Corporation. All rights reserved.
IE
IE
1.
ScanPlus
Lab 10-10
2009 EMC Corporation. All rights reserved.
Image Enhancement
2.
ScanPlus
1.
Export
1.
Image Export
Lab 10-11
2009 EMC Corporation. All rights reserved.
Scan
Color
Detection
Yes
Color?
No
ColorIE
BWIE
Color
Export
BW Export
Lab 10-12
2009 EMC Corporation. All rights reserved.
End of Lab
Lab 10-13
2009 EMC Corporation. All rights reserved.
Module 11
OCR
Module Objectives
OCR
2009 EMC Corporation. All rights reserved.
11-2
Overview
NuanceOCR
OCR Overview (1 of 3)
11-3
OCR Overview (2 of 3)
NuanceOCR
- Replacement for ScanSoft OCR
- Unattended module runs
-
as a service
Support for multiple
instances
Multiple output formats
including PDF/A
XML file for OCR-assisted
indexing
Support for more than 20
barcode standards
Supports client-side
scripting
OCR
11-4
OCR Overview (3 of 3)
PrimeOCRPlus
- Replaces for PrimeOCR module
- Supports many output formats including: PDF/A and PDF
-
JBIG2
Supports auto-language identification
XML file for OCR-assisted indexing
Supports client-side scripting
OCR
2009 EMC Corporation. All rights reserved.
11-5
9 Overview
NuanceOCR
NuanceOCR Setup
Information tab
OCR
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11-6
Engine Settings
OCR
2009 EMC Corporation. All rights reserved.
If recognition time exceeds setting, an error is returned and the module is reset.
11-7
Document Recognition
Auto-rotate
capability
Recognition and
spelling languages
--Additional characters
Character
substitution
Code page
definition
OCR
2009 EMC Corporation. All rights reserved.
11-8
Zone Definition (1 of 2)
Zone definitions
(default is full page)
OCR-assisted
indexing
Filters to limit
characters recognized
Recognition
engine, Trade off,
Filing method
Optical mark
recognition (OMR)
OCR
2009 EMC Corporation. All rights reserved.
11-9
Zone Definition (2 of 2)
OCR
11-10
By specifying zones instead of using full-page zones (the default), throughput can be increased.
Sample images will be needed in order to specify the zones. When specifying a zone, each one
may have a different recognition setting. Zones may be created manually using a click and drag
technique. Find zones automatically by clicking the Find Zones button. By default, this button
will find only 50 zones. In order to find more, the zone value must be changed in the
SSOCR.MDF file.
Output Formats (1 of 2)
Use the New Format
button to create new
output formats
Select the associated
Format and Level
OCR
11-11
For each new output format created, select the Format and Level as well as where to save the
output file. When the Save to file system option is selected, the Path, File, and If the file exists,
then options will become enabled. There are more than 30 output formats supported including
PDF, PDF/A, XML, and some popular text formats.
There are six different possible levels to choose from as shown below:
Auto uses the default output mode of the selected converter.
NOFORMAT ignores existing format information, font attributes, etc. and formats the output in
a single column, with left-aligned paragraphs.
RFP retains fonts and paragraphs.
TRUEPAGE has the highest layout accuracy maintained with text boxes or frames.
FLOWINGPAGE preserves the original layout of the pages.
SPREADSHEET exports the results in tabular form for later importing into spreadsheet
applications. Each page is created in a separate worksheet.
Output Formats (2 of 2)
Override default
recognition settings
OCR
11-12
Clicking the Test button (shown on the previous slide) displays the test window shown above.
This gives the user a chance to add up to five files for testing the settings already set on the
previous tabs. The Recognition Settings can be refined if necessary from within the test window.
When the test files have been selected and the recognition settings defined, specify an output file
and click the Run button. The Status window will display the test information while the Image
View window displays the image being recognized. Once complete, click the View button to
display the output file in its native application.
The Error tab defines what to do when errors occur and how to
recover, if possible
OCR
2009 EMC Corporation. All rights reserved.
11-13
Production Mode
OCR
2009 EMC Corporation. All rights reserved.
11-14
9 Overview
9 NuanceOCR
11-15
Exercise
Goals
- Use NuanceOCR in a process to generate PDF
files with hidden text
Tasks
- Install a process for use with the lab exercise
- Configure the process
- Test the process
OCR
2009 EMC Corporation. All rights reserved.
11-16
Module 11 OCR
Goals
Tasks
1.
2.
3.
Background
Before you begin:
Answers to the questions asked in the lab are at the end of the lab instructions
When using the Administration Console, the lab instructions refer to links in the left-side
pane as "tabs".
Scenario
Image Capture - All pages will be scanned into a single document. Some scanning defects may need
correction.
Data Capture - Text from each page is to be automatically captured.
Export - The text is to be exported to a multi-page PDF file named using the batch name.
Lab 11-1
2009 EMC Corporation. All rights reserved.
Module
Lab 11-2
2009 EMC Corporation. All rights reserved.
Module Breakdown
Image Capture / Image Quality
1.
2.
1.
Export
1.
Lab 11-3
2009 EMC Corporation. All rights reserved.
Flow Chart
Lab 11-4
2009 EMC Corporation. All rights reserved.
If necessary, login to Windows using the login and password shown above
(dmadmin/training).
1.2.
1.3.
1.4.
1.5.
1.6.
1.7.
You have successfully installed the process for this lab exercise.
2.2.
2.3.
2.2.1.
Right-click the Scan step and click Settings. ScanPlus will launch in setup mode
2.2.2.
2.2.3.
Uncheck the checkboxes for levels 1 (Document) and 2 (Folder). This will
simplify the user interface for the scan operators.
2.2.4.
Click OK.
2.3.2.
Lab 11-5
2009 EMC Corporation. All rights reserved.
2.3.3.
Only two filters are required for this step: Deskew and Noise Removal.
Add the deskew filter by selecting Filter > Insert > Deskew (
2.4.
2.5.
).
2.3.4.
Finally, add the noise removal filter by selecting Filter > Insert > Noise
Removal (
).
2.3.5.
Select File > Exit and click Yes when prompted to save your changes.
2.4.2.
2.4.3.
2.4.4.
Open the Format dropdown list and select Adobe PDF with image on text.
2.4.5.
Click OK.
Right-click the PDF_Export step and click Settings. It may take a few seconds
for the module to launch in setup mode. If you do not see an icon in the taskbar,
use Alt-Tab to find it.
2.5.2.
2.5.3.
Click OK.
Start ScanPlus by selecting Start > Programs > InputAccel > ScanPlus.
3.1.2.
3.1.3.
3.2.
3.3.
3.1.4.
3.1.5.
Enter Lab 11 Batch for the batch name and click Create.
3.1.6.
3.1.7.
3.1.8.
Click the Close Batch link and then click the Release Batch button.
3.1.9.
Close ScanPlus.
Start the Image Enhancement module by selecting Start > Programs >
InputAccel > Image Enhancement.
3.2.2.
Login as dmadmin/training.
3.2.3.
Click the Run Single Batch button, select Lab 11 Batch, and click OK.
3.2.4.
3.3.2.
3.3.3.
Click the Run Single Batch link. The Lab 11 Batch should be the only batch in
the Select a batch window.
3.3.4.
3.3.5.
The Task Progress indicator will update. The Processing log shows the detail
and the Task remaining on server will be 0 when complete.
Close NuanceOCR for InputAccel when complete.
3.4.
Select the Batch Traffic tab in the Administration Console, and then select the Lab 11
Batch to view the status. The Status should show as Ready.
3.5.
Start PDF Export by selecting Start > Programs > InputAccel > PDF Export.
3.5.2.
3.5.3.
Select File > Open Batch with Tasks, select Lab 11 Batch, and click OK.
3.5.4.
When complete, you will see Finished task in the PDF Export window. Select
File > Exit to exit PDF export.
3.6.
Using Windows Explorer, navigate to C:\Temp and verify that there is a PDF file named
Lab 11 Batch-1.pdf there.
3.7.
Double-click the PDF file to open it in Adobe Acrobat and view the result.
3.8.
Solutions:
Initial Module Selection - Solution
Requirement
Module
ScanPlus
IE
Lab 11-8
2009 EMC Corporation. All rights reserved.
PDF Export
1.
ScanPlus
2.
Image Enhancement
NuanceOCR
1.
Export
1.
PDF Export
Lab 11-9
2009 EMC Corporation. All rights reserved.
ScanPlus
IE
NuanceOCR
PDF
Export
`
End of Lab
Lab 11-10
2009 EMC Corporation. All rights reserved.
A
Access Control Lists, 6-23,
6-24
ACL, 6-3, 6-4, 6-23, 6-24
Adding New Roles, 6-9
Admin Review, 8-25
Advanced Batch Searching, 8-27
Auto Batch Creation, 9-15
E
Editing Values, 8-35
Electronic Imaging, 1-3
E-mail Import, 9-5
Event Actions, 9-8
Export, 7-36
Export Modules, 3-13
Extended Bar Code Detection,
10-24
B
Batch Filters, 8-28
Batch Management, 8-20
Batch Settings, 8-29
Batch Traffic, 8-21
Batches, 3-16, 3-17
Binary Filters, 10-18
Binary thresholding, 10-5,
10-7
Black overscan removal, 10-5,
10-12
Border Removal, 10-19
F
Finding Batches, 8-26
Finding Members, 6-13
H
Halftone Removal, 10-22
High Availability and Failover,
5-6
How Do Roles and ACLs Differ?,
6-25
C
Changing Server Parameters,
8-6
ClickOnce, 7-33, 9-3
ClickOnce Deployment, 2-34
Client Hardware Requirements,
2-5
Client Software Requirements,
2-6
Color crop, 10-5, 10-14
Color deskew, 10-5, 10-11
Color detection, 10-5, 10-6
Color dropout, 10-5, 10-9,
10-10
Color Image Enhancement Filters, 10-5
Command-Line Arguments, 7-18
Command-Line Examples, 7-19
Creating Departments, 7-25
Creating ScaleServer Groups,
5-17
Creating the IAP File, 8-16
Crop, 10-23
D
Data Access Layer, 2-21
Data Capture Modules, 3-12
Database Requirements, 2-7
Department, 7-22, 7-23
I
IA Remoting, 2-23
IA values, 3-20
IAP, 8-13, 8-16
IAValues, 8-32
IIS, 2-23, 6-5
Image Capture Modules, 3-11
Image Color Formats, 10-15
Image Enhancement, 7-30
Image Enhancement Overview,
10-3
Image Output, 9-13
Image Quality Assurance, 7-29
Image View, 8-33
Import, 9-12
Index, 9-10, 9-11
Index Operator Permissions,
6-17
IndexPlus, 7-33
InputAccel Architecture, 3-7
InputAccel Components, 3-4,
3-5
InputAccel database, 2-7, 2-21
InputAccel Values, 3-20
Installation Steps, 2-9
IPP, 8-13
Index-1
2006 EMC Corporation. All rights reserved.
M
MDF, 3-21
Miscellaneous, 9-14, 10-17
Module, 3-21
Module Categories, 3-10
Module Definition File, 3-21
Module Operator Permissions,
6-15
Modules with Login Permissions,
6-18
Monitoring Connections, 8-36
Monitoring IA Licenses, 4-18
Multi-Directory Watch, 9-5
N
Node, 3-21
Noise removal, 10-3, 10-21
NuanceOCR, 7-31, 11-3, 11-4,
11-6
O
T
OCR, 7-31, 10-3, 11-3
OCR Overview, 11-3
P
Permissions, 6-4, 6-14
Previewing, 9-24
PrimeOCR, 7-31, 11-5
PrimeOCRPlus, 11-3, 11-5
Process, 8-11
Process Developer, 3-14, 8-11,
8-13
Process Overview, 3-14
Processes, 8-11
Task, 3-21
Thresholding Algorithms, 10-8
Tracing, 8-7
Tree, 3-21
Trigger, 3-21
Typical Process Flow, 9-5
U
Upgrading, 2-37
V
Values View, 8-32
Viewing Roles, 6-6, 6-7
Q
QuickModuleHost.exe, 7-17,
7-23
W
Web Services Input, 9-5
Win.ini, 8-10
R
RescanPlus, 7-27, 7-28
Roles, 6-3, 6-5
Index-2
2006 EMC Corporation. All rights reserved.