DataCapture Transcript Processing

Transcription

1 DataCapture Transcript Processing Installation and Setup Guide ImageNow Version: 6.7. x Written by: Product Documentation, R&D Date: September 2016

2 2012 Perceptive Software. All rights reserved CaptureNow, ImageNow, Interact, and WebNow are trademarks of Lexmark International Technology SA, registered in the U.S. and other countries. Perceptive Software is a stand-alone business unit within Lexmark International Technology SA. All other brands and product names mentioned in this document are trademarks or registered trademarks of their respective owners. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or any other media embodiments now known or hereafter to become known, without the prior written permission of Perceptive Software.

3 Table of Contents ImageNow DataCapture overview... 5 Installation requirements... 6 Install components... 7 Download DataCapture files... 7 Install DataCapture Processing Server... 7 Install DataCapture Verification Station... 8 Install DataCapture Forms Designer Station... 8 Remove the DEP setting... 8 Create a template batch folder... 9 License DataCapture... 9 Configure the DataCapture service About defining key mapping groups Configure the inserverdc.ini file Map keys for the Generic template Map keys for custom templates Specify the workflow queues Configure the DataCapture Processing Server to run remotely Load the Transcript Form Load form components into ImageNow Server Upload XML Data Definition file Upload files to share with more than one presentation Upload XSL files, supporting files, and then organize your files into presentations Create the form from the data definition file and presentations Set user or group privileges for the form Associate the form with a workflow queue Configure the iscript file Configure workflow About workflow for transcript processing Create workflow queues Configure capture profiles About capture profiles for transcript processing Create a Batch mode capture profile from Scanner source Create a Batch mode capture profile from File source DataCapture Transcript Processing Installation and Setup Guide Page 3 of 29

4 Troubleshoot DataCapture Logging Resolving a Suspended state Appendix A: inow.ini Appendix B: inserverdc.ini Index DataCapture Transcript Processing Installation and Setup Guide Page 4 of 29

5 ImageNow DataCapture overview ImageNow DataCapture is part of a custom solution that automates data entry from post-secondary transcripts. It uses OCR, ICR, and OMR technologies to identify a transcript and extract data such as the transferring institution, student social security number, name, birth date, major, and GPA. After DataCapture processes a transcript, it stores the transcript in ImageNow where it becomes a document and is easily shared and viewed throughout your institution. The data extracted from a transcript is stored in ImageNow and is available to share with your student information system. All DataCapture transcript processing solutions include at least one DataCapture Processing Server and one DataCapture Verification Station. Your solution might also include tools from the Forms Designer Station. DataCapture Processing Server. Performs recognition and extracts data from captured transcripts. It identifies a transcript by matching it to a pre-defined template specified in the capture profile. DataCapture Verification Station. Assists your users through the character repair and validation of extracted transcript data with three verification modes: group digit verification, context verification of text field contents, and validation rule checking. Not all processes require the use of Verification Station or all three of its modes. DataCapture Forms Designer Station. Enables you to create and modify custom forms and templates. DataCapture uses templates to extract data from transcripts. Your Perceptive Software implementation team offers ready-to-use templates for most college and university transcripts. However, you can modify the provided templates or create new templates using the following, optional DataCapture Forms Designer Station tools: Form Designer. Allows an administrator to design custom input forms, such as questionnaires, that your institution can use instead of standard or commercial forms. DataCapture can process pages generated by Form Designer easily because it already knows the field locations and types from the file. Template Designer. Provides the primary tool for an administrator to prepare templates that DataCapture Processing Server uses to extract data from transcripts. Using Template Designer, an administrator establishes reference points on a transcript and the configuration of other information required by DataCapture Processing Server to pinpoint the locations of data that your institution wants to capture. Layout Designer. Provides features, such as flexible positioning of data fields, that are not available in Template Designer. Only more complex templates require the use of Layout Designer. When scanning transcripts, we recommend using a scanner set to automatically correct alignment, brightness, contrast, and clarity, such as a Kofax device with Kofax VRS software. We also recommend that you configure the solution to scan transcripts at 300 dpi. This document explains the installation and configuration steps that you, along with your Perceptive Software implementation team, take to implement the DataCapture transcript processing solution. After you complete the installation and configuration steps in this document, refer to the DataCapture Transcript Processing Getting Started Guide for steps to process transcripts. The getting started guide, and any other Product Documentation referenced in this document, is available on the Product Documentation tab of the Customer Portal at DataCapture Transcript Processing Installation and Setup Guide Page 5 of 29

6 Important This document assumes you are installing DataCapture for the first time or that you have no earlier versions running on your computer. To update or upgrade from a previous version, refer to one of the following documents, available on the Customer Portal: To update from a previous ImageNow 6.x release to the current release of ImageNow, refer to the Update Readme. To upgrade ImageNow from a version earlier than ImageNow 6.0, contact your Account Executive. Installation requirements The following requirements apply to the specified components of DataCapture. For additional product technical specifications and system requirements, refer to the Product Technical Specifications document for your product version, available in the Customer Portal. ImageNow DataCapture Processing Server Licensing options for this component consist of either a software or hardware license key. While you must install Processing Server in a 32-bit Windows environment, you can install it remotely so that it communicates with ImageNow Server computers running on a 64-bit Windows server or on UNIX. To install DataCapture in a production environment or heavily used test environment, you must install DataCapture Processing Server on a separate server that is robust enough to handle the processing required for the transcript solution. ImageNow DataCapture Verification Station You must install Verification Station on a computer where ImageNow Client is already installed. You need a USB hardware dongle key or serial software key to perform verification or move a batch from the DC Read step to the DC Verify step. A serial software key is machine specific, and you must generate a new software key to use the component on a different computer. You can move the USB dongle key to different computers. Do not insert the USB dongle key while installing or uninstalling any of the DataCapture components. You do not need a USB hardware dongle key for scanning. Windows Vista and Windows 7 operating system users: You must install the DataCapture Verification Station as a local Windows Administrator. The first time you open a document in DataCapture Verification Station, you must do so as Administrator. ImageNow DataCapture Forms Designer Station You can install the optional Forms Designer Station independently of the other DataCapture components. A USB hardware dongle key or serial software key is required to run Forms Designer Station. A serial software key is machine specific, and you must generate a new software key to use the component on a different computer. You can move the USB dongle key to different computers. Do not insert the USB dongle key while installing or uninstalling any of the DataCapture components. DataCapture Transcript Processing Installation and Setup Guide Page 6 of 29

7 Install components This section details the installation process for DataCapture. The installation process requires downloading and installing the DataCapture files applicable to your solution, removing the DEP setting, and licensing each component. If you install DataCapture Processing Server on a different computer than ImageNow Server, you must also manually create a template batch folder to contain templates. You must install the components in the listed order. Download DataCapture files 1. Go to the Perceptive Software website at and log in to the Customer Portal. 2. In the Product Downloads page, search for all downloadable items for the specific product and version you want to use. These files may include a product installer, product documentation, or set of supporting files. 3. Download the relevant files to a temporary directory on your computer. Install DataCapture Processing Server To install DataCapture Processing Server, complete the following steps. 1. Double-click the EXE file you downloaded. 2. In the Welcome to the Installation Wizard for ImageNow DataCapture Processing Server page, click Next. 3. In the License Agreement page, review the terms in the License Agreement, scroll to the end of the agreement, click the I accept the terms in the license agreement button, and then click Next. 4. In the Installation Location page, select Local installation if you are installing the Processing Server on the ImageNow Server computer or select Remote installation if you are installing Processing Server on a different computer, and then click Next. 5. In the ImageNow Server Information page, under ImageNow Server, type or confirm the Server IP and Port Number for the ImageNow Server computer. Under Additional Configuration, type or confirm the Initial instance name and click Next. Note The instance name allows for multiple instances of the same agent or server to run in parallel in an active-active environment. You can enter a maximum of 40 characters, and the following characters are invalid: \ / : *? " < >. 6. In the Destination Folder page, accept the default folder or browse and select another folder. Then click Next. 7. In the Ready to Install the Program page, click Install. 8. When the installation completes, click Finish. 9. In the ImageNow DataCapture Processing Server Installation confirmation dialog box, click Yes to restart the computer now or click No if you plan to restart later. You must restart the computer for the changes to take effect. DataCapture Transcript Processing Installation and Setup Guide Page 7 of 29

8 Install DataCapture Verification Station To install DataCapture Verification Station, perform the following steps. 1. Double-click the EXE file you downloaded. 2. In the Welcome to the Installation Wizard for ImageNow DataCapture - Verification Station page, click Next. 3. In the License Agreement page, review the terms the License Agreement, scroll to the end of the agreement, click the I accept the terms in the license agreement button, and then click Next. 4. In the Destination Folder page, click Next. 5. In the Ready to Install the Program page, click Install. 6. In the Installation Wizard Completed page, click Finish. 7. For Windows 7 or Vista, perform the following substeps: 1. In [drive:]\program Files\ImageNow6\bin, right-click the imagenow.exe file and click Run as administrator. Note In a 64-bit Windows environment, the default directory is [drive:]\program Files (x86)\imagenow6\bin. However, your \ImageNow6\bin directory may not be installed in the default location. 2. Open ImageNow with any account that has access to the Verification Station. 3. In the batch viewer, open a document in verification. Install DataCapture Forms Designer Station If your solution includes components in the DataCapture Forms Designer Station, complete the following steps to install the applicable components. 1. Double-click the EXE file you downloaded. 2. In the Welcome to the Installation Wizard for ImageNow DataCapture - Designer page, click Next. 3. In the License Agreement page, review the terms in the License Agreement, scroll to the end of the agreement, click the I accept the terms in the license agreement button, and then click Next. 4. In the Destination Folder page, accept the default directory and then click Next. 5. In the Ready to Install the Program page, click Install. 6. In the Installation Wizard Completed page, click Finish. 7. Repeat the previous steps for each, applicable DataCapture Forms Designer Station EXE file. Remove the DEP setting The following steps explain how to delete the Data Execution Prevention (DEP) setting. You must remove the Data Execution Prevention setting from the executable files in the [drive:]\inserver6\datacapture directory if you operate in a Windows Server 2003 or Windows Server 2008 environment. 1. On the desktop, right-click My Computer (Windows Server 2003) or Computer (Windows Server 2008) and select Properties. DataCapture Transcript Processing Installation and Setup Guide Page 8 of 29

9 2. In Windows 2008, under Tasks, choose Advanced system settings. Windows 2003 does not require this selection. 3. In the System Properties dialog box, on the Advanced tab, under Performance, click Settings. 4. In the Performance Options dialog box, on the Data Execution Prevention tab, select Turn on DEP for all programs and services except those I select and click Add. 5. In the Open dialog box, navigate to the [drive:]\inserver6\datacapture directory, select the FormReader.exe file, and then click Open. Repeat this step for each of the following files, as applicable to your installation of DataCapture. DCTemplateDesigner.exe, LayoutDesigner.exe, FormDesigner.exe, DongleManager.exe, DongleUpdate.exe, and LicenseManager.exe. 6. Click OK twice. 7. Restart your computer. Create a template batch folder If you did not install DataCapture Processing Server on the same computer as ImageNow Server, you must create a Templates folder called Transcript Files on the ImageNow Server computer. The Templates folder contains a folder for each DataCapture template. Navigate to the [drive:]\inserver6\datacapture\templates directory on the ImageNow Server computer and create a new folder named Transcript Files. Note DataCapture does not use the templates folder automatically created on the remote server computer during installation. License DataCapture If you purchased a software license key, you must install a license on ImageNow Server using the License Manager. You must also install a license on any ImageNow Client computers on which you installed the Verification Station. 1. Do one or both of the following options. If you have the Processing Server and Verification Station installed on the same computer, you need only one software license for both components. Repeat this procedure for each computer for which you need to install a software license key. On the ImageNow Server computer, navigate to the [drive:]\inserver6\datacapture directory. On the ImageNow Client computer, navigate to the [drive:]\program Files\ImageNow6\DataCapture directory. 2. Run the application executable, LicenseManager.exe. If you receive the message, Error reading license parameters. Cannot find protection key. Unit not found, click OK. 3. In the DataCapture License Manager dialog box, on the Tools menu, click Options. 4. On the Options dialog box, select Software protection key and click OK. If you receive the message, Program options have been changed. Click OK to confirm the changes, click OK. If you receive the message, Error reading license parameters. Cannot find protection key. No path to license, click OK. 5. On the Key menu, click Activation Request. DataCapture Transcript Processing Installation and Setup Guide Page 9 of 29

10 6. In the Activation Request Wizard, on the Welcome to the Activation Request Wizard page, click Browse, navigate to the directory where your software license key file is located, select the ALF license file you received from your Perceptive Software representative, and then click Next. 7. On the Select the license file activation method page, perform one of the following options: If you have Internet access from the computer on which you are installing DataCapture, select Activate the License File via the Internet and click Next. If you do not have Internet access from the computer on which you are installing DataCapture, contact Product Support for complete instructions. You must select Create and save an activation file. Save the ALF file to a location where you can copy it or it. After you receive instructions from Product Support, return to these steps to activate your license. 8. After the activation is complete, click Finish. 9. As a precaution, back up the files that contain the license keys you just activated. On each computer where you installed a software license key, navigate to the [drive:]\inserver6\datacapture directory, and back up the ALF file in a separate location. You will need this file if you ever need to reinstall the DataCapture components. Configure the DataCapture service This section details the steps required to configure the DataCapture service, which you do in the inserverdc.ini file. If you installed the DataCapture Processing Server on a different computer than ImageNow Server, you must also configure a setting in the inow.ini file. About defining key mapping groups The inserverdc.ini file contains groups of settings called key mappings. DataCapture uses the settings in a key mapping group to process a transcript based on the template it matches. The general [Key Mapping] group applies to transcripts processed with the Generic template. DataCapture uses the Generic template to process a transcript when it does not match a custom template. Each custom template requires a separate [Key Mapping^TemplateName] group. For a key mapping group to correspond with a custom template, the template name you list in the [Key Mapping^Template_Name] group heading must match the name of the template batch folder stored in the [drive:]\inserver6\datacapture\templates\transcript Files directory. Configure the inserverdc.ini file To configure the inserverdc.ini file, in the [drive:]\inserver6\etc folder, perform the following procedures, in order: Map keys for the Generic template Map keys for custom templates Specify the workflow queues Configure the DataCapture Processing Server to run remotely (optional) Start the DataCapture service DataCapture Transcript Processing Installation and Setup Guide Page 10 of 29

11 Map keys for the Generic template DataCapture uses the Generic template to process a transcript that does not match any specific custom template. To define key mapping settings for the Generic template, complete the following steps. 1. In inserverdc.ini, under [Key Mapping], assign the following parameters to automatically assign document property values. Configure the following settings: Drawer =Default Field1 =DC Failed Field2 =<<uniqueid>> Field3 =<<date/time>> doc.type=default 2. Optional. For worksheet.name, type Transcript Form. Note You load the Transcript Form into ImageNow Server in the Load the Transcript Form section. Map keys for custom templates To define key mapping settings for a custom template, use the following steps to create a copy of the [Key Mapping^Template Name] group in the inserverdc.ini. Repeat this procedure for each custom template. 1. Copy the [Key Mapping^TemplateName] group from the end of the inserverdc.ini file and paste the copied text below the [Key Mapping] group. 2. Replace Template Name with the name of the custom template. 3. To specify how DataCapture assigns the Drawer value to a transcript, perform one of the following actions: Enter the name of an ImageNow drawer. Example Drawer=Admissions Enter <<index provided>> to assign a drawer value with in a capture profile. Example Drawer=<<index provided>> 4. To specify how ImageNow assigns the Field1, Field2, Field3, Field4, or Field5 value to a transcript, enter one of the following options: Assign a literal string of text up to 39 characters. Assign a value defined in the DataCapture template. When you enclose a value in curly brackets {}, DataCapture searches the template for a corresponding field and then populates the document property with data found in the recognition results. For example: {SchoolName}, {StudentName}, {LastName}, {FirstName}, {SSN}, {DateOfBirth}, {DegreeEarned}, {GraduationDate}, or {Major}. <<index provided>> to assign the value defined in a capture profile. <<uniqueid>> to assign the unique ID that ImageNow generates for each document. <<date/time>> to assign the date and time that ImageNow stores the document. <<BatchID>> to assign the batch ID that ImageNow Server generates. DataCapture Transcript Processing Installation and Setup Guide Page 11 of 29

12 <<BatchSequence>> to assign the batch sequence that ImageNow Server generates. <<undefined>> to not assign a value to the field. 5. To specify the document type value assigned to a transcript, for doc.type, perform one of the following actions: Enter the name of an ImageNow document type. Example doc.type=transcript Enter <<index provided>> to assign a document type with a capture profile. Example doc.type =<<index provided>> 6. For export.file.format, do not change the default value of XML. 7. To specify a workflow queue to route transcripts successfully processed with the custom template, for template.to.queue, enter the name of a queue. Otherwise, ImageNow routes successfully processed transcripts to the queue specified for the complete.to.queue setting in the [Queue] group, or in the capture profile. 8. For worksheet.name, type Transcript Form. The name you enter must match an ImageNow form name shown in the Management Console. Also, the ImageNow form data definition must contain nodes and elements that match the XML instance saved in the DataCapture Results. 1. To specify how to separate transcript pages based on header values, for multipage.separator, specify a value or a string of values found in the template batch. Most transcript processes do not use the multipage.separator setting. 2. Set pages.to.read to all. 3. To have DataCapture bypass Verification Station, set bypass.verification to TRUE. When you bypass Verification Station, your users perform verification in Transcript Form. Specify the workflow queues To specify the workflow queues where you want to route transcripts after DataCapture processes them, complete the following steps. 1. Under [Queue], configure the following settings: complete.to.queue the queue for transcripts that successfully pass through DataCapture, such as DC Completed. fail.to.queue the queue for transcripts that fail to match a template, such as DC Failed. validation.error.to.queue the queue for transcripts that fail rules you defined in Verification Station, such as DC Error. 2. Optional. If you installed DataCapture Processing Server on the same computer as ImageNow Server, you are finished configuring inserverdc.ini. In Windows Services, start ImageNow DataCapture 6.7. DataCapture Transcript Processing Installation and Setup Guide Page 12 of 29

13 Configure the DataCapture Processing Server to run remotely If you installed the DataCapture Processing Server on a different computer than ImageNow Server, you must configure both inserverdc.ini and inow.ini to run DataCapture remotely. Complete the following steps. 1. In inserverdc.ini, under [Remote], configure the following settings: Set remoted to TRUE. Set server.ip.address to the ImageNow Server IP address. Set server.ip.port to the ImageNow Server port number. Optional. Change the user.validation setting from 1 (DataCapture requires user validation) to 0 (DataCapture does not require user validation). Note Consult Product Support before you change values for the heartbeat.interval, socket.login.timeout, socket.default.timeout, force.server.validation, or reconnect.interval properties. 2. In inow.ini, under [Data Capture], set data.capture.integration to TRUE. 3. In Windows Services, start ImageNow DataCapture 6.7. Load the Transcript Form The following steps explain how to load the Transcript Form that will display the transcript data extracted by DataCapture. Load form components into ImageNow Server The following steps explain how to upload the necessary Transcript Form files into ImageNow Server. Upload XML Data Definition file 1. In Management Console, in the left pane, click Forms. 2. In the right pane, click Manage Form Components. 3. In the Manage Form Components dialog box, in the left pane, click Data Definitions pane and, in the right pane, click Add. 4. In the Select XML File dialog box, navigate to the [drive:]\inserver6\datacapture\templates\transcript Files\Worksheet\Data Definition directory, select the provided XML file, and click Open. DataCapture Transcript Processing Installation and Setup Guide Page 13 of 29

14 Upload files to share with more than one presentation 1. In the Manage Form Components dialog box, in the left pane, click Shared Files and, in the right pane, click Add. 2. In the Select Files dialog box, navigate to the [drive:]\inserver6\datacapture\templates\transcript Files\Worksheet\Shared folder directory, select all files with the following file types, and click Open: CSS JS GIF Upload XSL files, supporting files, and then organize your files into presentations 1. In the Manage Form Components dialog box, in the left pane, click Presentations and, in the right pane, click Create. 2. Type a name for your presentation and then press ENTER. 3. Select the presentation you created and click Modify. 4. Optional. In the Presentation dialog box, in the left pane, click General and type a description for the presentation. 5. In the left pane, click Files and, in the right pane, click Add. 6. In the Select Files to add dialog box, navigate to the [drive]:\inserver6\datacapture\templates\transcript Files\Worksheet\Presentation folder directory, select all files with the following file types, and then click Open. XSL JS XML 7. Click Select Shared Files and in the Select Shared Files dialog box, select all of the shared files you added earlier and click OK twice. Create the form from the data definition file and presentations To create the form from the data definition file and presentations, complete the following steps. 1. In Management Console, in the left pane, click Forms and, in the right pane, click New. 2. Type Transcript Form, and press ENTER. 3. Select the form you created and click Modify. 4. Optional. In the Form dialog box, in the Description box, type a description for your form. 5. In the left pane, click Components and, in the right pane, in the Data definition list box, select the Transcript_Generic.xml file you loaded for this form. 6. Click Select and, in the Select Presentations dialog box, select the presentation you created for this form and click OK. DataCapture Transcript Processing Installation and Setup Guide Page 14 of 29

15 Set user or group privileges for the form To set the user or group privileges for the form, complete the following steps. 1. In the Form dialog box, in the left pane, click Security. 2. In the right pane, in the Select a presentation list, select the presentation you defined. 3. Under Users/Groups, select the user or group to which you want to assign privileges and click Add. 4. In the Privileges box, click the column to the left of one of the following privileges until the Grant Privilege icon or Deny Privilege icon appears: Create. Enables a user or group to enter data into the form. Delete. Enables a user or group to delete data in the form. Modify. Enables a user or group to modify the data in the form. View. Enables a user or group to view the form and its data. You must grant a user or group the View privilege to make the other privileges effective. 5. Repeat the previous steps for each user and group that needs access to the form. Associate the form with a workflow queue To associate the form with a workflow queue, complete the following steps. 1. In Management Console, in the left pane, select Workflow and, in the right pane, select a process and then click Modify. 2. In the ImageNow Workflow Designer window, double-click the queue to which you want to associate the Transcript Form, such as DC Completed. 3. In the Queue Properties dialog box, in the left pane, click Forms and, in the right pane, click Add. 4. In the Select Forms dialog box, select the Transcript Form and click OK. 5. Click OK twice. Configure the iscript file The following steps explain how to install and configure the iscript file, which populates the Transcript Form with the extracted transcript data. 1. Navigate to the [drive:]\inserver6\datacapture\templates\transcript Files directory and copy the the JS file. 2. Add the copied JS file to the [drive:]\inserver6\iscript directory and open it in a text editor. 3. In the file, modify the values assigned to the following DEFINE statements to match the component names you defined for your DataCapture solution: QUEUE_SUCCESS. Specify the queue name you defined for the complete.to.queue setting in the inserverdc.ini file. QUEUE_ERROR. Specify the queue name you defined for the fail.to.queue setting in the inserverdc.ini file. DataCapture Transcript Processing Installation and Setup Guide Page 15 of 29

16 WS_WORKSHEET_NAME. Specify the Transcript Form, or the form you defined for the worksheet.name setting in the inserverdc.ini file. PATH_WS_DATADEF. Specify the path to ImageNow Server. 4. Set CONFIG_VERIFIED to true. 5. Save and close the script file. Configure workflow The following sections explain the workflow queues used in the DataCapture solution and how to create them. About workflow for transcript processing Depending on your DataCapture solution, you must create workflow queues for transcripts that: pass through DataCapture successfully (such as DC Completed ) fail to match a template (such as DC Failed ) fail to validate against a set of predefined rules in Verification Station (such as DC Error ) match a custom template and require separate processing After you create the queues, you specify the applicable queue name in the inserverdc.ini file or a capture profile. ImageNow uses the following priority to determine which queue to route transcripts: 1. The template.to.queue setting in the [Key Mapping] or [Key Mapping^Template Name] group in the inserverdc.ini file. 2. The capture profile. 3. The [Queue] group in the inserverdc.ini file. For example, you might set the template.to.queue setting to a queue named DC Completed, the fail.to.queue setting to a queue named DC Failed, and the validation.error.to.queue setting to a queue named DC Error. Create workflow queues To create the necessary queues, complete the following steps. 1. In Management Console, in the left pane, click Workflow. 2. In the right pane, on the Workflow tab, select the process where you want to add the queues and click Modify. 3. To create the DataCapture queues, complete the following substeps. In the Workflow Designer window, in the left pane, under Queues, select the Work queue and drag it to the right in your process diagram. Double-click the queue to modify its properties. In the Queue Properties dialog box, in the left pane, select Properties. In the right pane, under General, in the Name box, enter DC Completed or the queue name you specified for the complete.to.queue setting in the inserverdc.ini file In the Queue Properties dialog box, in the left pane, select Users. DataCapture Transcript Processing Installation and Setup Guide Page 16 of 29

17 In the right pane, click Add and complete the following substeps. 1. In the Select Users and Groups dialog box, on the Users tab, under Search for users, Available users, search for the user you want to grant access to the queue. 2. Under Search results, select the user you want to grant access to the queue, click Add and click OK. In the Queue Properties dialog box, in the right pane, click the row of the user you just added. In the Add and Process columns, click once in each column so that appears in each column, and then click OK. 4. Repeat the previous substeps to create any remaining queues required for your transcript processing solution. 5. In the process window, reposition each of the new queues as needed. 6. Close the ImageNow Workflow Designer window. Configure capture profiles The following sections explain the purpose of capture profiles in the DataCapture transcript processing solution and how to define them. About capture profiles for transcript processing You must define a capture profile for each template batch that has a key mapping group ([Key Mapping^Template Name]) in the inserverdc.ini file. In the capture profile, you define the method ImageNow uses to capture a transcript and the template DataCapture uses to process the transcript. Also, if you specified <<index provided>> for the Field1 Field5 properties in the inserverdc.ini file, you must define values for the properties in the capture profile. Create a Batch mode capture profile from Scanner source To create a capture profile for transcripts your users will scan, complete the following steps. Note To simplify this procedure, ensure that any required scanning profiles already exist. 1. On the ImageNow toolbar, click the down arrow next to Capture and click Manage Capture Profiles. 2. In the Capture Profiles dialog box, click Create. 3. In the New Capture Profile dialog box, on the General tab, complete the following substeps. 1. In the Name box, type the name of your profile. Make it short and unique. 2. Optional. In the Description box, type a description of your profile. 3. In the Source list, select Scanner. 4. In the Mode list, select Batch. 5. Optional. If you did not already define submit.to.content.server=true in the inserverdc.ini file, in the [General] section, and you want to submit transcripts captured with this profile to Content Server to provide full-text search, select the Submit documents to Content Server check box. Content Server requires a separate license. DataCapture Transcript Processing Installation and Setup Guide Page 17 of 29

18 6. Optional. To specify a queue to route processed transcripts, under Workflow, in the Send To list, select a destination queue. Otherwise, specify a destination queue in the inserverdc.ini file. 4. On the Scanner tab, in the Scanning profiles list, select a scanning profile. 5. On the Batch tab, complete the following substeps. 1. Under Options, select any of the following check boxes. Bypass QA Processing Step. Bypasses the quality assurance step in the batch grid. Create new batch when feeder is empty. Scans pages until the document feeder is empty. This option is useful when a user loads a group of related documents that, when captured, complete the batch. Prompt user for notes at Batch creation. Prompts a user to enter notes about a batch when ImageNow creates it. Validate page count. Lets you specify Prep User, Prep Date, and Page count values in the Supply Group Information dialog box. Note This option requires that you create a group called Prep Users and add at least one user to the group before using the capture profile. Otherwise, a user cannot complete the Supply Group Information. Show Batch Report. Displays a report that shows the Batch Sequence number and the number of captured pages. 2. To create a new batch when a barcode or patchcode is detected, under Separator Sheets, complete the following substeps. 1. From the Type list, select Barcode, Patchcode, or Barcode and Patchcode as the type of code that will appear on the separator sheets. 2. If you selected Barcode or Barcode and Patchcode in the previous step, in the Trigger box, type a barcode filter that a barcode must match before a new batch is started. 3. To keep a separator sheet that contains a barcode or patchcode as part of the batch, clear the Remove separator sheet check box. 4. To index and group pages in a single batch using barcodes, under Barcode Grouping, complete the following substeps. Select the Enable barcode grouping check box. Note On the Document Keys tab, you must set at least one document key type to Barcode and, in the inserverdc.ini file, specify <<index provided>> for that document key. Optional. In the Page Limit box, type the maximum number of pages to allow in a barcode group. This option offers a safeguard if a barcode goes undetected. Optional. In the Trigger box, specify an integer or barcode filter to use when more than one barcode is detected. 6. On the Data Capture tab, complete the following substeps. 1. Select the Enable DataCapture check box. DataCapture Transcript Processing Installation and Setup Guide Page 18 of 29

19 2. In the Template list, select Transcript Files or another DataCapture template you want to associate with this profile. Note The available templates depend on the solution you purchased and the templates you designed using the Designer tools. 3. Select the Append failed docs to the last successful read check box. Note Enabling this option allows your users to scan supplementary information to accompany each transcript. Although DataCapture does not provide recognition results for the supplementary information, ImageNow appends it to a successfully processed transcript. This keeps related information in the same ImageNow document. 7. If you specified << index provided >> for Field1, Field2, Field3, Field4, or Field5 in the inserverdc.ini file, on the Document Keys tab, double-click the property and specify a Type and Value. 8. In the New Capture Profile dialog box, click OK. 9. In the Capture Profile dialog box, click Close. Create a Batch mode capture profile from File source To create a capture profile for electronic transcripts your users will import, complete the following steps. 1. On the ImageNow toolbar, click the down arrow next to Capture and then click Manage Capture Profiles. 2. In the Capture Profiles dialog box, click Create. 3. In the New Capture Profile dialog box, on the General tab, complete the following substeps. 1. In the Name box, type the name of your profile. Make it short and unique. 2. Optional. In the Description box, type a description of your profile. 3. In the Source list, select File. 4. In the Mode list, select Batch. 5. Optional. If you did not already define submit.to.content.server=true in the inserverdc.ini file, and you want to submit transcripts captured with this profile to Content Server to provide full-text search, select the Submit documents to Content Server check box. Content Server requires a separate license. 6. Optional. To designate a complete queue in this profile, under Workflow, in the Send To list, select a destination queue. For more information on the priority ImageNow uses to determine which queue to route transcripts, refer to the About workflow for transcript processing section in this document. 4. On the File tab, complete the following substeps. 1. Under When opening a file, select one of the following options: Remember the previous location. Specifies to capture transcripts from the same folder used during the last session. Use a default directory. Specifies a directory from which to capture transcripts. DataCapture Transcript Processing Installation and Setup Guide Page 19 of 29

20 2. If you selected Use a default directory, complete the following substeps. 1. For Directory, type or browse to a directory from which to capture transcripts. 2. To capture one or more transcripts in a directory without prompting the user, select the Automatically capture files check box and then, in the Files box, type a file name or an expression that uses the * wildcard character. Examples are "Summary.doc" (captures only this file), "*. txt, *. jpg" (captures all files with either of these extensions), and "*.*" (captures all files in the folder). 3. To automatically capture transcripts in subdirectories of the parent directory, select the Include subdirectories check box. 4. To empty the folder each time a user imports a transcript, select the Remove files after capture check box. 5. To apply image processing filters to imported transcripts, under Image Processing, select the Enable Image Processing check box, click Modify, and then, in the Image Processing Configuration dialog box, select one or more filters in the Available Filters list, click Add and click OK. 5. On the Batch tab, complete the following substeps. 1. Under Options, select any of the following check boxes: Bypass QA Processing Step. Bypasses the quality assurance step in the batch grid. Create new batch when feeder is empty. Scans pages until the document feeder is empty. This option is useful when a user loads a group of related documents that, when captured, complete the batch. Prompt user for notes at Batch creation. Prompts a user to enter notes about a batch when ImageNow creates it. Validate page count. Lets you specify Prep User, Prep Date, and Page count values in the Supply Group Information dialog box. Note This option requires that you create a group called Prep Users and add at least one user to the group before using the capture profile. Otherwise, a user cannot complete the Supply Group Information. Show Batch Report. Displays a report showing the Batch Sequence number and the number of captured pages. 2. To create a new batch when a barcode or patchcode is detected, under Separator Sheets, complete the following substeps. 1. From the Type list, select Barcode, Patchcode, or Barcode and Patchcode as the type of code that will appear on the separator sheets. 2. If you selected Barcode or Barcode and Patchcode in the previous step, in the Trigger box, type a barcode filter that a barcode must match before a new batch is started. 3. To keep a separator sheet that contains a barcode or patchcode as part of the batch, clear the Remove separator sheet check box. DataCapture Transcript Processing Installation and Setup Guide Page 20 of 29

21 3. To index and group pages in a single batch using barcodes, under Barcode Grouping, complete the following substeps. 1. Select the Enable barcode grouping check box. Note On the Document Keys tab, you must set at least one document key type to Barcode. 2. Optional. In the Page Limit box, type the maximum number of pages to allow in a barcode group. This option offers a safeguard if a barcode goes undetected. 3. Optional. In the Trigger box, specify an integer or barcode filter to use when more than one barcode is detected. 6. On the Data Capture tab, complete the following substeps. 1. Select the Enable DataCapture check box. 2. In the Template list, select Transcript Files or another DataCapture template you want to associate with this profile. 3. Select the Append failed docs to the last successful read check box. Note Enabling this option allows your users to scan supplementary information to accompany each transcript. Although DataCapture does not provide recognition results for the supplementary information, ImageNow appends it to a successfully processed transcript. This keeps related information in the same ImageNow document. 7. If you specified << index provided >> for Field1, Field2, Field3, Field4, or Field5 in the inserverdc.ini file, on the Document Keys tab, double-click the property and specify a Type and Value. 8. In the New Capture Profile dialog box, click OK. 9. In the Capture Profile dialog box, click Close. DataCapture Transcript Processing Installation and Setup Guide Page 21 of 29

22 Troubleshoot DataCapture The following sections provide tips on troubleshooting DataCapture. Logging ImageNow Server has debug logging available specifically for troubleshooting data processing problems. Specific log files for DataCapture reside in the [drive]:\inserver6\log folder. The names of the files include the dates they were generated so you know which logs files to look in. An example log file name is inserverdc_ log. The [Logging] group in the inserverdc.ini file contains the settings you can adjust to control logging verbosity debug levels and turn logging on or off. Resolving a Suspended state If the Batch grid in ImageNow Client displays a Suspended state for a transcript batch, consider the following options to resolve the issue. If you are scanning over 200 pages in a single batch, in the [drive]:\inserver6\etc folder, open the inserverjob.ini file and increase the [Timers] settings. For example, if you are scanning 500 pages on a 1 GB RAM computer with 3.40 GHz, it takes about one hour to complete. Another factor is the size of the template file that collects data from each scanned document. Restart the DataCapture Agent service. Open Windows Task Manager and verify that the formreader.exe is not running. If it is running, end the process and then restart the ImageNow Server DC service. When you return to the batch grid, delete the suspended transcript batch and then resume DataCapture at the point of capture. Verify that you have the necessary workflow queues for DataCapture and that each queue name is identical to the names stored in the inserverdc.ini file stored in the [drive]:\inserver6\etc directory. Restart the DataCapture Agent service. Verify that you have the correct template associated with the capture profile and that the template it is stored in a folder one level subordinate to the [drive]:\inserver6\datacapture\templates folder. DataCapture Transcript Processing Installation and Setup Guide Page 22 of 29

23 Appendix A: inow.ini If you install DataCapture Processing Server on a different computer than ImageNow Server, in the inow.ini file, you must set the data.capture.integration setting to TRUE. Group Setting Options Description Data Capture data.capture.integration TRUE FALSE Specifies whether to enable DataCapture integration. TRUE = Enable DataCapture integration. FALSE = Disable DataCapture integration. The default is FALSE. DataCapture Transcript Processing Installation and Setup Guide Page 23 of 29

24 Appendix B: inserverdc.ini The following table describes the settings in the inserverdc.ini file. This table displays the INI settings under group headings in brackets, for example, [General], in the order the groups appear in the INI file. Group Setting Options Description General dc.message TRUE FALSE Specifies whether DataCapture displays the FormReader system message when DataCapture is invoked. TRUE = Display the FormReader system message on the server. FALSE = Do not display the FormReader system message. The default is FALSE. submit.to.content. server TRUE FALSE Specifies whether ImageNow submits transcripts to Content Server after DataCapture processes them. Content Server requires a separate license and allows users to search the content and notes fields of transcripts. TRUE = Send transcripts to Content Server. FALSE = Do not send transcripts to Content Server. The default is FALSE. remove.old.service 1 0 Specifies whether DataCapture removes old services from the Services list. When you enable this setting and the path and name for services match, DataCapture removes any existing service registrations. 1 = Remove old services. 0 = Do not remove old services. The default is 0. Key Mapping Drawer Field1 Field2 Field3 Field4 Multiple, see description Specifies the method DataCapture uses to assign document property values to transcripts. Drawer and doc.type You must define Drawer and doc.type using the following options: Field5 doc.type LITERAL = Assign the name of an existing drawer or document type in your ImageNow system. For example, Admissions or Transcript. DEFAULT = Assign the value DataCapture Transcript Processing Installation and Setup Guide Page 24 of 29

25 Group Setting Options Description DEFAULT. The default is DEFAULT. Field1 Field5 You must set at least one field value using the following options: Assign a literal string of text up to 39 characters. Assign a value defined in the template. When you enclose a value in curly brackets {}, DataCapture searches the template for the corresponding field and then populates the document property with data found in the recognition results. For example: {SchoolName}, {StudentName}, {LastName}, {FirstName}, {SSN}, {DateOfBirth}, {DegreeEarned}, {GraduationDate}, or {Major}. <<uniqueid>> = Assign the unique ID that ImageNow generates for each document. <<date/time>> = Assign the date and time that ImageNow stores the document. <<undefined>> = Do not assign a value. <<BatchID>>= Assign the batch ID that ImageNow Server generates. <<BatchSequence>>= Assign the batch sequence that ImageNow Server generates. <<index provided>>= Assign the value provided in a capture profile. export.file.format XML, XLS,TXT, DOSTEXT,CSV, DOSCSV,DBF, XML,TXT_UTF16,TXT_UTF8, CSV_UTF16, CSV_UTF8 Specifies the file format DataCapture uses to share transcript data with your student information system. The default is XML. Note The XML file is always created, regardless of the export type. Thus, if TXT is selected, it creates the XML file and the TXT subobjects. template.to.queue Any existing queue Specifies the workflow queue to where you want to route processed transcripts DataCapture Transcript Processing Installation and Setup Guide Page 25 of 29