Thin Client Monitoring Station View Only

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1. docalpha Architecture Overview Artsyl docalpha is a client-server distributed capture application capable of running on local and global networks.

2 1. docalpha Architecture Overview Artsyl docalpha is a client-server distributed capture application capable of running on local and global networks. It contains server components and processing stations. Some processing stations can run as unattended Windows Services and so are also often deployed in the server room. The other stations are running in User Interface mode as Windows.NET Applications. Picture 1. docalpha Components Diagram 2

$It provides a dashboard to track the batches status in a read-only mode, for a fraction of price of the additional Monitoring Station license.$

3 1.1. Web Monitoring View-Only Overview This new type of station is based on the Thin Client Monitoring Station. It provides a dashboard to track the batches status in a read-only mode, for a fraction of price of the additional Monitoring Station license. This option allows for lower-cost dashboard capabilities for all Verification and Approval-type operators that also need to view and track the batches status real-time but do not need the full power of the Monitoring Station. 2. Working with Monitoring Station docalphamonitoring Station main purpose is to provide current-state monitoring of stations, batches and users in docalpha system, reveal the bottle-necks in production processing, accumulate statistics and provide it in the form of reports upon request. The Web Monitoring View-Only offers the following two tabs in its main user interface: Stations and Batches: 2.1. Starting the Monitoring Station To start the Monitoring Station, select Start Control Panel Administrative Tools Internet Information Services (IIS) Manager select ArtsylViewOnlyMonitoringClient and click onto Browse button to open the client in the default browser: 3

2. Monitoring docalpha Stations The monitoring of docalpha

4 As with any other station, the user will be required to enter the user name and password for authentication: 2.2. Monitoring docalpha Stations The monitoring of docalpha stations is done on the Stations tab of the Web View-Only Monitoring Station: 4

The Stations tab provides the Station s Info real-time monitoring panel, which holds the following information about each station: Type of the station: Scan, Recognition, Verification and other

5 The Stations tab provides the Station s Info real-time monitoring panel, which holds the following information about each station: Type of the station: Scan, Recognition, Verification and other station types. Status: provides information if the station is on-line or off-line. An on-line station consumes a concurrent license, so if the Monitoring Station operator believes that that station is idling and should not hold the license anymore, the operator can force-close the station from the Monitoring Station user interface and claim back the license to the available licenses pool on docalpha server. Last Activity: A time stamp (date and time) of the last station s activity. User: The user name of the operator (docalpha user name, which can also be a mapped user name from the Active Directory) that is logged in to that station at this moment. Note: if the station s status is Off-line, then there is no current user session with that station and so the User will be blank for such station. User IP: The IP address of the machine from which the user logged in to the station. The Stations tab provides the following capabilities through its Toolbar buttons: Refresh the list of stations: provides the refresh of all stations status immediately, instead of the interval based on the refresh time-out set in the stations Options Monitoring docalpha Batches The monitoring of docalpha batches (jobs) is done on the Batches tab of the Monitoring Station: 5

The Batches tab provides the Info real-time monitoring panel which details the jobs processing parameters in a table layout and holds the following information about each batch: Batch ID: Sequential,

6 The Batches tab provides the Info real-time monitoring panel which details the jobs processing parameters in a table layout and holds the following information about each batch: Batch ID: Sequential, unique batch number assigned by docalpha to the processed batches. Batch Status: The name of the queue or station where the batch is currently held. The following statuses are reported by the Monitoring Station for the batches: o New: If the batch is just being created at the Scan or Auto-Registration Station, and is not yet copied to the server, the status is reflected as New. o Processing: If the batch is in processing in one of the stations, the station name is reflected here with Processing suffix, for example, Verification Processing. o Waiting: If the batch is currently in a queue on the server, waiting for the next available station to be sent to, then the status is marked with a Waiting suffix after the station name for which the batch is waiting, for example, Verification Waiting. o Exception: If the batch experienced an issue and could not pass the step in a workflow correctly, it is marked with Exception suffix following the station name where the exception happened, for example, Export Exception. o Postponed: If the batch is postponed by the operator and is in the Postponed batches queue on one of the operators stations, the status is reflected with the Postponed suffix after the station name. o Done: If the batch has finished the processing through all steps of the workflow, the status is reflected as Done, for example, Export Done. Workflow: the name of docalpha workflow under which the batch is processed. A batch is an instance of a workflow. It inherits all processing settings, profiles and rules from the workflow under which it is registered and processed. User: if the batch is now in Processing state with one of the operators, the name of the operator 6

7 is reflected in this column. Group: if the batch is now in Processing state with the group of users (for example batch was assigned to the group), the group`s name will be displayed in the column. Batch Owner Station: the name (type) and the IP address of docalpha station where the batch is currently under processing. Last Station Change Time: the time stamp (date and time) when the batch was modified the last time. Next Station Type: the next station information based on the workflow diagram and the results of the last trigger. See the chapter Working with Triggers in docalpha Admin Guide for more information on triggers. Note: if the batch has finished the workflow diagram s last station processing, the Next Station Type will be set to Finish. Documents: the total number of documents in the batch. Pages: the total number of pages in the batch. Notes: processing notes from automatic services or operators. Note: the quantity and number of columns in the Batches view tab is flexible and configurable. The Batch Options section of the user interface allows hiding or displaying the columns: The Batches tab provides the following capabilities through its Toolbar buttons: Refresh the list of batches: provides the refresh of all batches status immediately, instead of the interval based on the refresh time-out set in the stations Options. = 3.3 Configuration and Filtering of the Batches Panel The Batches panel of the Monitoring Station has flexible configuration options that allow it to be tweaked to the desired view that includes more or less information, including pre-defined columns as well as columns showing user-defined batch properties and tracking parameters. 7

lines in the left upper corner -> Options -> Batch options: Click onto Batch Options to get access to the setting

8 Batch Options To access the configuration options for the Batches panel, use the symbol in the form of 3 parallel lines in the left upper corner -> Options -> Batch options: Click onto Batch Options to get access to the setting window: This node allows to set the displayed columns for the Batches node of the monitoring station. Note! To turn on/off the displaying of tracking parameters columns - scroll down the current window to see their list: 8

9 Paging for batches The user sets up the paging level (for example, 10, 20 or 30 batches) and then the Monitoring Station uses the paging of information with the set paging level in communication with docalpha Server. This results in decreasing of delays before displaying the updated information from docalpha Server on the Monitoring Station screens: 9

3.4.3. Batch Filters The user can configure what kinds of batches should be included and not included into the Batches panel.

10 Batch Filters The user can configure what kinds of batches should be included and not included into the Batches panel. The Batches panel then will display up to the maximum allowed number of most recent batches that comply with all filters enforced in the Batch Filters configuration tabs. The following filters are available for the batches: 10

were done long ago and do not show up in the recent jobs at all.

11 Company: filter the batches to show only those that are processed under Workflows of the selected Companies: Batch ID: here you can click on the checkmark to select the specific batches to be displayed, even if they were done long ago and do not show up in the recent jobs at all. Select the checkmark next to each batch number that needs to be displayed and the Batches panel is updated to display only those batches: 11

filter: Workflow: filter the batches to see only the batches of specific workflow types in the Batch Info panel.

12 Batch Status: see the batches only in a specific processing step(s). Select the statuses of the batches that you want to see here. For example, fully processed batches (status Export Done ) and bandnew jobs (still on the New Scanning step) may be turned off from displaying using this filter: Workflow: filter the batches to see only the batches of specific workflow types in the Batch Info panel. In the screenshot above, only three batch types will be displayed in the panel once this filter is enforced: User: filter the batches so show only those that are processed now by the selected users: 12

Batch Owner Station: filter the batches to see only those that are now at the specific stations (defined by their IP addresses and the station type launched there) that you want to monitor: Next

13 Batch Owner Station: filter the batches to see only those that are now at the specific stations (defined by their IP addresses and the station type launched there) that you want to monitor: Next Station Type: filter the batches based on the next step of their processing. This filter allows displaying just the batches that are waiting for the specific next step. The screenshot below shows how to see all batches waiting for Verification (either new ones or postponed for Verification) only: 13

Send Support Request: generates an e-mail addressed to the proper vendor support team and autoinserts as attachments the necessary

14 3.4 Monitoring Station Help Panel The Help panel of the Monitoring Station provides access to the station's help and support capabilities: Download PDF: downloading the *pdf file of the Monitoring Thin Client help. Send Support Request: generates an addressed to the proper vendor support team and autoinserts as attachments the necessary configuration information, logs, etc. The operator can add additional comments and/or attachments to the and send it to the support. This provides a 14

15 single-click issue reporting capability to the operator. About: provides detailed information about the station and all components and interfaces used: 15

docalpha Monitoring Station

ARTSYL DOCALPHA MONITORING STATION MANUAL 1. docalpha Architecture Overview... 3 1.1. Monitoring Station Overview... 4 2. What's New in docalpha Monitoring Station 4.5... 4 3. Working with Monitoring Station...