3.0 User Guide
TABLE OF CONTENTS: 1 INTRODUCTION... 5 1.1 System Requirements... 5 2 BEFORE INSTALLING ABLE2EXTRACT SERVER... 6 2.1 Required Sftware Updates... 6 2.2 Additinal Requirements fr Windws Vista... 6 2.3 Starting the Print Spler... 6 3 INSTALLING ABLE2EXTRACT SERVER... 7 3.1 Checking the Disk Cst... 13 3.2 Chsing the Trial Optin... 14 4 ACTIVATING ABLE2EXTRACT SERVER / ENTERING THE PIN... 16 5 ABLE2EXTRACT SERVER INTERFACE... 18 5.1 Viewing the lg file... 19 5.2 Cnfiguring Able2Extract PDF Server... 20 5.2.1 Opening the Cnfiguratin File... 21 5.2.2 Validatin f the Cnfiguratin File... 23 6 COLLECTING INPUT FILES FROM THE LOCAL NETWORK... 24 6.1 Managing the Watched Flders... 25 6.1.1 Setting up a Watched Flder fr Specific Frmat... 26 6.2 Creating a New Watched Flder... 27 6.2.1 Using the File Name Filter... 29 6.2.2 Errrs and Warnings... 30 6.3 Clning the Watched Flder... 31 6.4 Deleting the Watched Flder... 32 7 COLLECTING FILES VIA EMAIL... 33 7.1 Setting up Micrsft Exchange (Email)... 34 7.1.1 Setting up Micrsft Exchange Web Service... 35 7.1.2 Setting up MAPI... 44 7.2 Managing POP3/SMTP (Email)... 45 7.2.1 Creating a new POP3 cnfiguratin... 46 7.2.2 Managing POP3 Accunts... 48 7.2.3 Managing User Restrictins... 50 7.2.4 Setting up SMTP Parameters... 50 8 SETTING UP FILE PROCESSING FOLDERS... 52 9 FINE TUNING THE FILE PROCESSING... 53 10 ADVANCED METHOD FOR COLLECTING FILES... 55 11 MANAGING JOB TICKETS... 56 11.1 Creating a Cnversin Ticket (Cnverting frm PDF)... 57 11.1.1 Cnverting PDF t MS Wrd frmats... 58 11.1.2 Cnverting PDF t MS Wrd with Frames... 63 11.1.3 Cnverting PDF t MS Wrd Simple... 63 11.1.4 Cnverting PDF t Text... 64 11.1.5 Cnverting PDF t HTML... 64 11.1.6 Cnverting PDF t MS Excel... 65 11.1.7 Cnverting PDF t Searchable PDF... 67 11.1.8 Cnverting PDF t an Image... 67 11.1.9 Cnverting PDF t Open Office frmat... 69 11.1.10 Cnverting PDF t AutCAD... 69 11.2 Limiting the Number f Pages fr Cnversin... 70 12 MANAGING THE ABLE2EXTRACT SERVER CONFIGURATIONS... 71 12.1 Creating a Backup f the Main Cnfiguratin File... 72 13 MONITORING ONGOING JOBS... 73 List f figures: Figure 1: Starting the Printer Spler... 6 Page: 2 / 74
Figure 2: Installatin prcedure (step 1/7)... 7 Figure 3: Installatin prcedure (step 2/7)... 8 Figure 4: Installatin prcedure (step 3/7)... 8 Figure 5: Installatin prcedure (step 4/7)... 10 Figure 6: Installatin prcedure (step 5/7)... 11 Figure 7: Installatin prcedure (step 6/7)... 11 Figure 8: Installatin prcedure (step 7/7)... 12 Figure 9: Checking the Disk Cst (step 1/2)... 13 Figure 10: Checking the Disk Cst (step 2/2)... 13 Figure 11: Chsing the trial ptin... 14 Figure 12: Chsing the Enter PIN ptin... 16 Figure 13: Cmpleting the 4 step prduct activatin... 17 Figure 14: Able2Extract Server Interface... 18 Figure 15: Viewing the lg file (step 1/2)... 19 Figure 16: Viewing the lg file (step 2/2)... 19 Figure 171: Chsing ptin Cnfigure frm the main menu... 20 Figure 18: Optins fr cnfiguring Able2Extract PDF server... 20 Figure 19: Opening a cnfiguratin file (step 1/2)... 21 Figure 20: Opening a cnfiguratin file (step 2/2)... 21 Figure 21: Cnfiguratin file successfully laded... 22 Figure 22: Validating the Cnfiguratin File... 23 Figure 23: Successful validatin... 23 Figure 24: Unsuccessful validatin... 23 Figure 25: Setting up the watched flders (step 1/3)... 24 Figure 26: Setting up the watched flders (step 2/3)... 24 Figure 27: Setting up the watched flders (step 3/3)... 25 Figure 28: Managing the Watched Flders... 25 Figure 29: Setting up a Watched Flder fr Specific Frmat... 26 Figure 30: Creating a New Watched Flder (step 1/2)... 27 Figure 31: Creating a New Watched Flder (step 2/2)... 28 Figure 32: Applying file name filters... 29 Figure 33: Reviewing errrs and warnings... 30 Figure 34: Clning the Watched Flder (step 1/2)... 31 Figure 35: Clning the Watched Flder (step 2/2)... 31 Figure 36: Deleting the Watched Flder... 32 Figure 37: Cllecting files via email (step 1/2)... 33 Figure 38: Cllecting files via email (step 2/2)... 33 Figure 39: Setting up the watched flders (step 3/)... 34 Figure 40: Setting up Micrsft Exchange... 34 Figure 41: Setting up Micrsft Exchange Web Service... 35 Figure 42: Cnfiguring the web service... 36 Figure 43: Creating a new MS Exchange Prfile (step 1/2)... 37 Figure 44: Creating a new MS Exchange Prfile (step 2/2)... 37 Figure 45: Managing Accunts... 39 Figure 46: Creating a new accunt... 39 Figure 47: Managing User Restrictins... 41 Figure 48: Adding a new email r dmain name... 42 Figure 49: Deleting an email r dmain name... 42 Figure 50: Setting up binding... 43 Figure 51: Setting up MAPI... 44 Figure 52: Setting up Micrsft Exchange... 45 Figure 53: Creating a new POP3 cnfiguratin (step 1/2)... 46 Figure 54: Creating a new POP3 cnfiguratin (step 2/2)... 46 Figure 55: Managing Accunts... 48 Figure 56: Creating a new accunt... 48 Figure 57: Managing User Restrictins... 50 Figure 58: Setting up SMTP... 50 Figure 59: Setting up File Prcessing Flders... 52 Figure 60: Fine Tuning the File Prcessing... 53 Figure 61: Starting the Ticket Editr... 56 Page: 3 / 74
Figure 62: Ticket editr ptins... 56 Figure 63: Creating a cnversin ticket (step 1/2)... 57 Figure 64: Creating a cnversin ticket (step 2/2)... 57 Figure 65: Chsing the desired MS Wrd frmat... 58 Figure 66: Cnverting PDF t MS Wrd Standard... 59 Figure 67: Cnverting PDF t Text... 64 Figure 68: Cnverting PDF t HTML... 64 Figure 69: Cnverting PDF t MS Excel... 65 Figure 70: Cnverting PDF t Searchable PDF... 67 Figure 71: Cnverting PDF t an Image... 67 Figure 72: Cnverting PDF t Open Office frmat... 69 Figure 73: Cnverting PDF t AutCAD... 69 Figure 74: Limiting the Number f Pages fr Cnversin (step 1/2)... 70 Figure 75: Limiting the Number f Pages fr Cnversin (step 2/2)... 70 Figure 76: Managing the Able2Extract Server Cnfiguratins (1/2)... 71 Figure 77: Managing the Able2Extract Server Cnfiguratins (2/2)... 71 Figure 78: Creating a backup f the main cnfiguratin file... 72 Figure 79: Cnnecting t nging jbs... 73 Figure 80: Detailed jb infrmatin... 73 Page: 4 / 74
1 Intrductin The purpse f the Investintech Able2Extract Server is t cllect dcuments, prcess them i.e. cnvert them t a different frmat and then return the result back t the sender. All cllected files are placed int a queue and prcessed using several threads. The cllected files are prcessed by cnverting PDF dcuments t several different frmats (MS Wrd, MS Excel, Searchable PDF, simple text dcuments r ther files (*.PPT; *.RTF; *.INI; *.LOG; *.GIF; *.JPG;*.JPEG; *.PNG; *.PCX; *.VSD) see sectin 11.1). The files are cllected by the fllwing 2 methds: Frm the Lcal Netwrk see sectin 5 Via E-mail (MS Exchange Server, POP3, MAPI ) see sectin 7 1.1 System Requirements The fllwing are the system requirements fr using Able2Extract Server: MSXML 6.0 and Visual C++ 8.0 Runtime (Micrsft Visual C++ 2005 SP1 Redistributable Package) installed. Windws Server 2000, Windws Server 2003, Windws Server 2008 and Windws Server 2008 R2, r a client (desktp) cnfiguratin f Windws 2000, Windws XP Windws Vista r Windws 7. Minimum 128 MB RAM. Minimum 60 MB free disk space fr the PDF Server prgram and 1-10 gigabytes free disk space fr string temprary data (this amunt depends n the traffic and prgram cnfiguratin (e.g. whether the prcessed files are stred n the Server cmputer). Access t E-mail system (if the files are t be sent via email). Sharing f specified flders fr incming and utging files (if the clients will send files via lcal netwrk and Watched Flders will be lcated n the server cmputer). Access t specified flders n ther cmputers (if the server will pick up files fr prcessing by lcal netwrk and Watched Flders will be lcated n clients cmputers). Crrespnding MS Office applicatins installed (in case yu want t use Able2Extract Server t cnvert MS Office dcument t PDF). Crrespnding native applicatin installed (in case yu wish t use Able2Extract Server t cnvert frm any ther frmat ther than MS Office) MS Exchange Server installed (if clients will send files via E-mail, using ne f MS Exchange ptins) Page: 5 / 74
2 Befre Installing Able2Extract Server 2.1 Required Sftware Updates The fllwing sftware updates shuld be installed prir t installing Able2Extract Server. MSXML 6.0 SP1 dwnlad frm :http://g.gl/5gf6x Visual C++ 8.0 Runtime dwnlad frm: http://g.gl/ycyrt Nte: If this sftware is nt installed befrehand, yu will be prmpted t dwnlad and install it during the installatin f Able2Extract Server. 2.2 Additinal Requirements fr Windws Vista If yu are installing Able2Extract Server n Windws Vista, please make sure the User Accunt Cntrl is turned OFF i.e. disabled. 2.3 Starting the Print Spler Befre installing Able2Extract Server, please make sure the Windws service Print Spler is started (Cntrl Panel -> Administrative Tls -> Services). Figure 1: Starting the Printer Spler Lcate the Print Spler service and set the fllwing: Status Started Startup Type - Autmatic Page: 6 / 74
3 Installing Able2Extract Server Imprtant ntes: Install as administratr the applicatin must be installed by the administratr i.e. the user accunt with Administratr privileges. Remve previus versin f Able2Extract Server if a versin f Able2Extract Server is already installed, it must be uninstalled first including all registry files left behind. In rder t begin installing the Able2Extract Server duble-click the executable file (setup.exe). The fllwing windw will be displayed. Figure 2: Installatin prcedure (step 1/7) Click Install and the autmated installatin f Visual C++ Runtime Libraries will begin. In a cuple f mments, the fllwing windw will be displayed. Page: 7 / 74
Figure 3: Installatin prcedure (step 2/7) Click Next t cntinue. The License Agreement windw will be displayed. Figure 4: Installatin prcedure (step 3/7) Click Next t cntinue. The windw fr chsing the installatin flder will be displayed. Page: 8 / 74
The fllwing ptins are available: Installing t a default flder - if yu want t install t default flder (C:\Prgram Files\Investintech.cm Inc\Able2Extract Server 3.0), just click Next. Installing t a different flder t install t any ther flder, click Brwse and lcate the desired flder Checking the disk cst - yu als have the ptin f checking the available space n yur lcal discs/partitins (see sectin 3.1). The fllwing windw will be displayed nce yu click Next. Page: 9 / 74
Figure 5: Installatin prcedure (step 4/7) The setup will nw be ready t install the Able2Extract Server n yur cmputer. Yu can still review the settings and chse t g back and mdify them. In case yu are satisfied with the chsen parameters, click Next t begin installing the prgram. The fllwing windw will be displayed. Page: 10 / 74
Figure 6: Installatin prcedure (step 5/7) After a cuple f mments, the installatin will be cmpleted and the service lgin dialg will be displayed. Figure 7: Installatin prcedure (step 6/7) Enter credentials fr lgging int yur cmputer (administratr s accunt) and click OK. The fllwing windw will be displayed. Page: 11 / 74
Figure 8: Installatin prcedure (step 7/7) Click Clse t exit the setup. The dialg fr chsing the desired trial ptin r purchasing the applicatin will be displayed (see sectin 3.1). Page: 12 / 74
3.1 Checking the Disk Cst The Disc Cst ptin allws yu t check the amunt f available space n yur hard disks and partitins and make it easier fr yu t decide where yu want the applicatin installed. Figure 9: Checking the Disk Cst (step 1/2) Click Disk Cst and the fllwing windw will be displayed. Figure 10: Checking the Disk Cst (step 2/2) The fllwing infrmatin is available: Vlume shws the vlume letter Page: 13 / 74
Disk Size shws the ttal size f the disk/partitin Available shws the available space n the disk/partitin Required shws the required amunt f space Difference shws hw much space yu will have left after installing Able2Extract PDF Server 3.2 Chsing the Trial Optin Once yu cmplete the installatin, the windw fr chsing the desired trial ptin r purchasing the Able2Extract Server will be displayed. Figure 11: Chsing the trial ptin The fllwing ptins are available: Start Trial chse this ptin if yu want t be able t use the prgram withut registering i.e. just click Prceed and the prgram will start; the limitatins t using this versin f the prgram are It can be used fr n lnger than 30 days Watermarks will be displayed thrughut the cnverted files Yu can cnvert 3 pages per dcument Full Trial chse this ptin if yu want t use a fully functinal versin f the prgram fr a perid f 30 days; yu will be required t fill ut the registratin frm Buy Nw chse this ptin t purchase the prgram Activate a license - 1. Click t this, cnsle will be started and yu will be able t press Activate nw r BUY NOW buttn depends n if yu get full trial r full (purchased) PIN. Page: 14 / 74
2. Once yu cmplete the purchase, yu will receive a PIN number which yu shuld enter here (see sectin 4 fr further infrmatin abut the registratin prcedure) Page: 15 / 74
4 Activating Able2Extract Server / Entering the PIN After purchasing the Able2Extract PDF Server license, yu will receive a PIN number. In rder t enter it, click Activate License within the startup dialg. Figure 12: Chsing the Activate a License ptin. The main cnsle will be displayed and please press Activate Nw (tp-right crner). The fllwing page will be displayed. Page: 16 / 74
Figure 13: Cmpleting the 4 step prduct activatin The activatin is a 4 step prcedure: 1. First enter the 12 digit PIN number yu have received (nte that the prgram will aut-ppulate the input field belw with a different PIN which yu shuld give t ur representative) 2. Then, call +1 416 920 5884 3. Next, prvide the number which is shwn in the input fields belw the phne number (immediately after yu enter the 12 digit PIN) 4. Finally, enter the authrizatin cde and click Activate Page: 17 / 74
5 Able2Extract Server Interface This sectin will list and explain all elements f the Able2Extract Server interface. Figure 14: Able2Extract Server Interface The fllwing ptins and parameters are available: Manage this is the screen displayed by default where yu have the ptin f starting the prgram either as service r as an applicatin Start Service click this buttn t start using Able2Extract Server as a service (see sectin 5) Start Applicatin click this buttn t start using Able2Extract Server as an applicatin (see sectin 11) Mnitr - the cnsle fr mnitring nging jbs (see sectin 13) Cnfigure - the ptins fr pening a cnfiguratin file, saving a backup cnfiguratin file, etc (see sectin 5.2) Jb Tickets the ptin fr managing the jb tickets, i.e. all cnversins (see sectin 11) Activate Prduct (enter PIN) the ptin fr activating the prduct (see sectin 4) Lg file the ptin fr viewing the lg file (see sectin 5.1) Help file the ptin fr viewing the manual. Page: 18 / 74
5.1 Viewing the lg file In rder t view the lg file, click Lg File ptin in the upper right crner f the main interface. Figure 15: Viewing the lg file (step 1/2) The lg infrmatin will be displayed. Figure 16: Viewing the lg file (step 2/2) Each lg file cntains PDFServer.cfg at its beginning, i.e. the exact cnfiguratin used t start the server as well as infrmatin n which server mdules had been started. The lg file is then used fr lgging infrmatin n errrs, warnings and exceptins s that it can help slving issues that might have happened. Nte: The maximum allwed size fr the lg file is 300 KB. In case this size is exceeded, a new lg file will be created autmatically. Page: 19 / 74
5.2 Cnfiguring Able2Extract PDF Server Able2Extract Server allws yu t save and use multiple prgram cnfiguratins. In rder t start managing different cnfiguratins, click Cnfigure in the mine menu. Figure 171: Chsing ptin Cnfigure frm the main menu The fllwing page will be displayed. Figure 18: Optins fr cnfiguring Able2Extract PDF server The fllwing ptins are available: Open the ptin fr pening a cnfiguratin file (see sectin 5.2.1) Clse the ptin fr clsing the cnfiguratin file Save - the ptin fr saving the changes t the cnfiguratin file Save As - the ptin fr saving the cnfiguratin file under a different name Discard the ptin fr discarding the changes Validate the ptin fr validating the cnfiguratin file (see sectin 5.2.2) Page: 20 / 74
5.2.1 Opening the Cnfiguratin File In rder t pen and apply a previusly saved cnfiguratin file, chse ptin Open within the Cnfigure screen. Figure 19: Opening a cnfiguratin file (step 1/2) The fllwing page will be displayed. Figure 20: Opening a cnfiguratin file (step 2/2) Chse the cnfiguratin file (nte: the extensin is.cfg) and click pen. The cnfiguratin file will be laded. Page: 21 / 74
Figure 21: Cnfiguratin file successfully laded The fllwing ptins and parameters are available: Watched Flders the ptin fr specifying flders which will be used fr placing the input files; the Able2Extract Server will then autmatically mnitr these flders fr new files and prcess them (see sectin 6.1). Email the ptin fr setting up Able2Extract Server s that it cllects the files fr prcessing via email (see sectin 7). File Prcessing Flders the ptin fr managing the paths t the flders which will be used fr string files i.e. rganizing files accrding t their status (see sectin 8). Fine Tuning Prcessing the ptin fr perfrming fine adjustments (see sectin 9). Page: 22 / 74
5.2.2 Validatin f the Cnfiguratin File The purpse f cnfiguratin file validatin is t check if all imprtant infrmatin has been specified because the Able2Extract Server cannt functin prperly in case invalid parameters have been set in the PDFServer.cfg file. During the validatin f the PDFServer.cfg file, the Able2Extract Server checks if all required paths have been specified, if the addresses r dmains have a crrect frmat, etc. In rder t validate the cnfiguratin file, first pen it and then chse ptin Validate frm the Cnfigure screen. Figure 22: Validating the Cnfiguratin File The Able2Extract Server will validate the cnfiguratin file and display the result. The dialg belw will be displayed in case f successful validatin. Figure 23: Successful validatin If the validatin has nt been successful, a dialg cntaining the reasn fr the failure will be displayed (e.g. The specified path is invalid ). Figure 24: Unsuccessful validatin Page: 23 / 74
6 Cllecting Input Files frm the Lcal Netwrk The Able2Extract Server allws yu t cllect and cnvert files frm yur lcal netwrk. The first step in setting up this methd is specifying the flders which will be used fr string the input files. These flders are called Watched Flders In rder t start setting up the Watched Flders, chse Open frm the Cnfigure screen. Figure 25: Setting up the watched flders (step 1/3) The fllwing windw will be displayed. Figure 26: Setting up the watched flders (step 2/3) Select PDFServer.cfg and click Open. The cnfiguratin file will be laded (nte: this is a cnfiguratin file with the default settings which can be changed see sectin 5.2). The fllwing windw will be displayed. Page: 24 / 74
Figure 27: Setting up the watched flders (step 3/3) Click Cnfiguratin -> default -> Input File Mnitring -> Watched Flders (On). The fllwing ptins are available: Yu can either click n the + symbl t expand and manage the existing Watched Flders r click New Mnitred Flder t create a new ne. 6.1 Managing the Watched Flders The Able2Extract Server allws yu t specify flders, called watched flders which will be used fr placing the input files. The Able2Extract Server then autmatically mnitrs these flders fr new files and prcesses them. In rder t start managing the Watched Flders, click the + next t that label. Figure 28: Managing the Watched Flders Page: 25 / 74
The fllwing ptins are available: Defaults click this t view r edit the default settings which are applied in case n particular Watched Flder is setup Default tickets fr cnversin specify the lcatins f the default tickets fr cnverting file frm PDF t ther frmats (which cntain set f instructins n hw the cnversin shuld be perfrmed). Jb Ticket File click this icn n the right t brwse fr the jb ticket file which will be used fr cnverting dcuments frm PDF t ther frmats. Limits File click this icn n the right t brwse fr the limits file, i.e. the file which cntains infrmatin n the limit fr maximum allwed number f pages within a dcument. Output Flder specify the flder which will be used fr string prcessed dcuments. Watched flder fr specific frmats the Able2Extract Server allws yu t setup watched flders fr specific frmats; each f the available frmats has a dedicated page fr managing these settings; t start setting a watched flder fr a frmat, click n it in the list (see sectin 6.1). 6.1.1 Setting up a Watched Flder fr Specific Frmat The Able2Extract Server allws yu t setup watched flders fr specific frmats. In rder t start setting a watched flder fr a frmat, click n the desired frmat in the list, e.g. PDF T Excel and make the desired changes. Figure 29: Setting up a Watched Flder fr Specific Frmat Nte: further infrmatin abut the available settings can be fund in 6.2. Page: 26 / 74
6.2 Creating a New Watched Flder In rder t create a new watched flder fllw these steps: 1. click Cnfigure in the main menu 2. use Open t pen the desired cnfiguratin file 3. click Watched Flders within the cnfiguratin tree structure n the left 4. click the New Mnitred Flder Figure 30: Creating a New Watched Flder (step 1/2) The fllwing windw will be displayed. Page: 27 / 74
Figure 31: Creating a New Watched Flder (step 2/2) The fllwing ptins and parameters are available: Name enter the name f the watched flder Mnitred Flder the ptins fr managing the flder fr placing files which shuld be prcessed (nte: the flder can either be n the server r client cmputer and can cntain dcuments and/r crrespnding Jb Ticket files). Brwse - click this buttn t setup a mnitred flder i.e. the flder where yu shuld place the input files s Able2Extract Server culd spt it and cnvert it Mnitred and Output flders are the same tick this ptin if yu want t use the same flder fr bth mnitring the input files and saving the results. Mnitr subflders chse this ptin if yu want the Able2Extract Server t autmatically mnitr all subflders within the watched flder. Custm ticket enabled chse this ptin if yu want the Able2Extract PDF Server t use the custm ticket instead f predefined ne; the first step is putting the custm ticket int the same flder as the prcessing file. Otherwise the file will be prcessed the usual way. Custm ticket name s frmat depends n prcessing file s name (e.g. Dcument.dc and Dcument.dc.tikd is pair file s and the crrespnding custm ticket s names). If yu want t send jbs frm client s machine, yu need t use SetupTicketEditr_Redistributable.msi. Yu need t have the crrespnding C++ Runtime Libraries n client s machine. TicketEditr_Redistributable is practical the same as TicketEditr (further infrmatin available in sectin 12) Mnitred Flder File Name Filter click t enable the file name filter (fr further infrmatin n adding a new filter, see sectin 6.2.1). Page: 28 / 74
Exclude If this is un-checked and the File filter is checked, file list will be used as prcessing list (nly thse files will be prcessed). If this and the File Filter ptin are bth checked, the file list will be used t skip the crrespnding files. Output Flder click Brwse t set the flder fr saving the prcessed files. Failed Flder if lcal failed flder is used (file tuning prcessing), than all files which have failed t prcess will be placed in this flder; since the failed flder can be specified fr each type f cnversin Nte: this allws yu t put failed files int specific flders fr a given cnversin type, e.g. pdf2wrd cnversin files int ne flder and all pdf2excel cnversin files are put in anther flder Pririty set the desired pririty fr this watched flder in the prcessing queue (1 fr highest). Default tickets fr cnversin the ptins fr pinting the Able2Extract Server t the default Jb Ticket and the Cnversin Limitatin which will be used fr cnverting files frm this watched flder in case n ther Jb Ticket has been prvided. Nte: 6.2.1 Using the File Name Filter fr further infrmatin abut the Jb Tickets, see sectin 11. fr further infrmatin n advanced methds fr prviding Jb Ticket Files, see sectin 8. The Able2Extract Server allws yu t enable filters fr the names f the files within the mnitred flder. Figure 32: Applying file name filters The fllwing ptins and parameters are available: File Filter use this ptin t enable r disable filters. Exclude If this is un-checked and the File filter is checked, file list will be used as prcessing list (nly thse files will be prcessed). If this and the File Filter ptin are bth checked, the file list will be used t skip the crrespnding files. Add the ptin fr adding a new filter Page: 29 / 74
Nte: Remve the ptin fr remving a filter; select the desired filter and click Remve t delete it. It is allwed t use the wildcards in the filter (? and *). The file extensin has t be included in the filter. 6.2.2 Errrs and Warnings After setting the desired parameters fr the new watched flder, make sure t review any errrs r warnings by lking at the lwer left part f the windw which will cntain specific ntificatins. Figure 33: Reviewing errrs and warnings Page: 30 / 74
6.3 Clning the Watched Flder The Able2Extract Server allws yu t quickly create a new watched flder by clning an existing ne i.e. creating an exact cpy which yu can then further adjust t yur preference. This ptin is useful fr creating a variatin f an existing watched flder. In rder t clne a watched flder, chse an existing flder frm the list and click Clne in the bttm. Figure 34: Clning the Watched Flder (step 1/2) The clned watched flder will be displayed in the list cntaining the suffix clned. Figure 35: Clning the Watched Flder (step 2/2) Click the clned watched flder t begin mdifying its settings. Page: 31 / 74
6.4 Deleting the Watched Flder In rder t delete a watched flder, select the desired flder frm the list and click Delete in the bttm. Figure 36: Deleting the Watched Flder Once yu click Delete the flder will be deleted. This will instruct Able2Extract Server t stp mnitring this flder. Page: 32 / 74
7 Cllecting Files via Email The Able2Extract Server allws yu t cllect files via email i.e. receive files which shuld be cnverted as an attachment sent by the users in an email message. Apart frm the file which shuld be cnverted, the user can als send a jb ticket file with instructins n hw the cnversin shuld be perfrmed (further infrmatin available in sectin 8). In rder t setup the functinality f cllecting f the files via email, click Cnfigure in the main menu and then click Open. Figure 37: Cllecting files via email (step 1/2) The fllwing windw will be displayed. Figure 38: Cllecting files via email (step 2/2) Page: 33 / 74
Select PDFServer.cfg and click Open. The cnfiguratin file will be laded (nte: this is a cnfiguratin file with the default settings which can be changed see sectin 5.2). The fllwing windw will be displayed. Figure 39: Setting up the watched flders (step 3/) Click Cnfiguratins -> default -> Input File Mnitring -> Email. The fllwing ptins are available: Micrsft Exchange (Email) the ptin fr setting up Micrsft Exchange (see sectin 7.1) POP3/SMTP (Email) the ptin fr setting up POP3/SMTP (see sectin 7.2) 7.1 Setting up Micrsft Exchange (Email) In rder t setup Micrsft Exchange, pen the cnfiguratin file (see abve) and click Cnfiguratin -> default -> Input File Mnitring -> Email -> Micrsft Exchange (Email). Figure 40: Setting up Micrsft Exchange The fllwing ptins are available: Page: 34 / 74
Web Service the ptin fr setting up Micrsft Exchange Web Service (interface which allws yu t access Exchange server functinality frm client applicatins) - see sectin 7.1.1) MAPI the ptin fr setting up MAPI (Micrsft Windws prgram interface which enables yu t send e-mail with an attachment frm a Windws applicatin) - see sectin 7.1.2. 7.1.1 Setting up Micrsft Exchange Web Service In rder t setup Micrsft Exchange Web Service, pen the cnfiguratin file and click: Cnfiguratin -> default -> Input File Mnitring -> Email -> Micrsft Exchange (Email) -> Web Service. Figure 41: Setting up Micrsft Exchange Web Service The fllwing ptins and parameters are available: Web Service click this ptin in the tree structure t access the windw fr creating a new Micrsft Exchange prfile (see 7.2.1) Nte: tw prfiles by the name f yurcmpany and yurcmpany 2 are already setup fr illustratin purpses; yu can either click n thse and mdify them r create a new ne by clicking Web Service and then New MS Exchange Prfile (see 7.1.1.2). Accunts the ptin fr managing the email accunts which will be used fr receiving files fr prcessing i.e. cnversin (see sectin 7.1.1.3) User Restrictins the ptin fr restricting r allwing access t specific email addresses r dmains (see sectin 7.1.1.4) Binding see sectin 7.1.1.7 Page: 35 / 74
7.1.1.1 Cnfiguring the Web Service In rder t cnfigure the web service, click Web Service in the tree structure. Figure 42: Cnfiguring the web service The fllwing ptins and parameters are available: Check t mnitr by Web Service tick this checkbx t enable mnitring by web service New MS Exchange Prfile the ptin fr creating a new MS Exchange prfile (see 7.1.1.2) SSL certificate validatin chse the desired ptin fr validating SSL certificates On check t enable SSL certificate validatin Accept self-signed certificate check if yu want t accept self-signed certificate OFF check t disable SSL validatin Page: 36 / 74
7.1.1.2 Creating a new MS Exchange Prfile In rder t create a new MS Exchange Prfile, chse Web Service frm the tree structure and click New under MS Exchange Prfile. In rder t setup yur cmpany infrmatin, expand the yurcmpany ptin within the Web Services. Figure 43: Creating a new MS Exchange Prfile (step 1/2) The fllwing windw will be displayed. Figure 44: Creating a new MS Exchange Prfile (step 2/2) The fllwing ptins and parameters are available: Page: 37 / 74
Mnitr this MS Exchange prfile check this ptin t start mnitring this MS Exchange prfile. Prfile name enter the prfile name fr the web service, i.e. yur cmpany name. Pririty set the desired pririty fr this prfile (where 0 is the highest pririty). Scan Interval (sec) specify the desired time interval fr scanning fr new messages in secnds. Results sending parameters Resend interval (min) - the time Able2Extract Server waits befre it attempts t send a message which was previusly unsuccessful. Enter the desired time in minutes. Maximum number f resending attempts - set the maximum number f attempts t send a message; setting at least 2 attempts is recmmended, because there are ften temprary issues with sending messages are. It is nt recmmended t set this ptin abve 5, since this wuld tend t degrade the perfrmance with sending attempts that are unlikely t wrk. Clne click this buttn in case yu wish t create a similar prfile with nly minr changes; this will make an identical cpy which yu can mdify and quickly create a new prfile Delete click this buttn t delete the prfile Page: 38 / 74
7.1.1.3 Managing MS Exchange Accunts The accunts sectin is used fr creating and managing E-mail accunts which will be mnitred fr the MS Exchange prfile. In rder t create a new accunt, chse Accunts frm the menu and click New Email Accunt. Figure 45: Managing Accunts The fllwing windw will be displayed. Figure 46: Creating a new accunt The fllwing ptins and parameters are available: Check t mnitr this email accunt tick this checkbx t enable mnitring f this email accunt (nce yu have created an accunt, yu can use this ptin t either enable r disable mnitring) Page: 39 / 74
Name enter the name f this accunt which will help yu differentiate it frm ther accunts yu create; it is recmmended that yu use the name which will indicate the cnversin frmat i.e. Wrd, Excel, etc. Mnitred email accunt enter the email accunt which will be mnitred fr the MS Exchange Prfile which will be used fr sending the files fr prcessing. Default tickets the fllwing ptins are available: Cnversin Jb Ticket File - click Brwse specify the default ticket fr cnverting dcuments frm PDF t any f the several available frmats (see 11.1 fr further infrmatin abut creating a cnversin ticket). Nte: yu can either create a new ticket r use an existing ticket; default tickets are lcated in the Default Tickets flder. Cnversin Limitatins Jb Ticket File click t specify limit the number f pages which will be cnverted per ticket. Nte: yu can either create a new limits file r use an existing ne; default limit files are lcated in the Default Tickets flder. Clne click this buttn in case yu wish t create a similar prfile with nly minr changes; this will make an identical cpy which yu can mdify and quickly create a new prfile. Delete click this buttn t delete the prfile. Nte: yu can create as many prfiles as yu need. Page: 40 / 74
7.1.1.4 Managing User Restrictins The Able2Extract Server allws yu t restrict prcessing f the files by either allwing r denying the service t specific emails addresses and dmain names. In rder t start applying restrictins, chse User Restrictins frm the tree structure. Figure 47: Managing User Restrictins The fllwing ptins and parameters are available: Nte: Use restrictins fr individual users r dmains there are tw different mdes which can be accmplished by either selecting r unselecting this ptin. Email Address/Dmains - there are tw different mdes which can be accmplished by either selecting r unselecting email addresses as well as dmain names. If an email r dmain name is selected the access will be allwed t that email address r dmain name. If nt selected if the ptin is nt selected, then access will be denied t that email address r dmain name. If the Restrictins list is empty and the current POP3 cnfiguratin has Use Email Authrizatin check bx selected then the Able2Extract Server will nt prcess any dcuments sent via E-mail If Use restrictins...check bx is nt selected, n Restrictins will be applied. Page: 41 / 74
7.1.1.5 Adding a new email r dmain name fr allwing r denying access In rder t add a new email address r dmain name fr which yu wish t allw r deny access, right click anywhere in the windw and chse ptin New. Figure 48: Adding a new email r dmain name An empty new line will be created where yu can enter the desired email address r dmain name. 7.1.1.6 Deleting an email r dmain name In rder t delete an email address r dmain name which yu n lnger wish t use fr either allwing r denying access, select it in the list, right click and chse ptin Delete. Figure 49: Deleting an email r dmain name Page: 42 / 74
7.1.1.7 Setting up Binding In rder t setup Micrsft Exchange binding ptins, chse Binding frm the tree structure. Figure 50: Setting up binding The fllwing ptins and parameters are available: Dmain - the dmain r cmputer name where the MS Exchange server is lcated User Name - user name which has access t mnitred MS Exchange email accunt Passwrd the passwrd fr this user URL - the base URL f the MS Exchange web service CC t: the E-mail address fr sending a cpy f the result (within the CC field f the E-mail message) Case the fllwing cases/cnditins fr sending a cpy are available Any send a cpy fr bth successful and failed events Success send a cpy in case the prcess was a success Failure send a cpy in case the prcess was a failure Page: 43 / 74
7.1.2 Setting up MAPI MAPI (Messaging Applicatin Prgram Interface) is a Micrsft Windws prgram interface which allws yu t send an e-mail frm Able2Extract Server and attach a dcument as well. In rder t start setting up MAPI, chse that ptin frm the tree structure. Figure 51: Setting up MAPI The fllwing ptins and parameters are available: Mnitr MS Exchange by MAPI tick this checkbx t start mnitring the MS Exchange by MAPI. Pririty (0 fr highest) set the desired pririty fr this methd (use 0 fr the highest pririty). Scan interval (sec) - set the desired interval fr scanning fr new emails (which are sent t E-mail addresses specified when creating MAPI accunts). + - click the plus symbl t expand further ptins fr adding accunts (the prcedure is identical t creating accunts fr web service see 7.1.1.3). Page: 44 / 74
7.2 Managing POP3/SMTP (Email) In rder t setup Micrsft Exchange Web Service, pen the cnfiguratin file (see abve) and click Cnfiguratin -> default -> Input File Mnitring -> Email -> POP3/SMTP (Email). Figure 52: Setting up Micrsft Exchange The fllwing ptins and parameters are available: New POP3 Cnfiguratin the ptin fr creating a new POP 3 Cnfiguratin (see 7.2.1) Nte: tw POP3 cnfiguratins by the name f yurcmpany1 and yurcmpany 2 are already setup fr illustratin purpses; yu can either click n thse and mdify them r create a new ne by clicking New POP3 Cnfiguratin. Accunts the ptin fr managing the email accunts which will be used fr receiving files fr prcessing (see sectin 7.2.2) User Restrictins the ptin fr restricting r allwing access t specific email addresses r dmains (see sectin 7.2.3) SMTP the ptin fr setting up SMTP parameters (see sectin 7.2.4) Page: 45 / 74
7.2.1 Creating a new POP3 cnfiguratin In rder t create a new POP3 cnfiguratin, click select POP3/SMTP ptin and click New POP3 Cnfiguratin. Figure 53: Creating a new POP3 cnfiguratin (step 1/2) The fllwing windw will be displayed. Figure 54: Creating a new POP3 cnfiguratin (step 2/2) The fllwing ptins and parameters are available: Page: 46 / 74
Mnitr this POP3 cnfiguratin check this ptin t start mnitring this POP3 cnfiguratin. Prfile name enter the prfile name fr the web service, i.e. yur cmpany name. Pririty set the desired pririty fr this prfile (where 0 is the highest pririty). Scan Interval (sec) specify the desired time interval fr scanning fr new messages in secnds. Results sending parameters: Resend interval (min) - the time Able2Extract Server waits befre it attempts t send a message which was previusly unsuccessful. Enter the desired time in minutes. Maximum number f resending attempts - set the maximum number f attempts t send a message; setting at least 2 attempts is recmmended, because there are ften temprary issues with sending messages are. It is nt recmmended t set this ptin abve 5, since this wuld tend t degrade the perfrmance with sending attempts that are unlikely t wrk. Clne click this buttn in case yu wish t create a similar prfile with nly minr changes; this will make an identical cpy which yu can mdify and quickly create a new prfile Delete click this buttn t delete the prfile Page: 47 / 74
7.2.2 Managing POP3 Accunts The accunts sectin is used fr creating and managing E-mail accunts which will be mnitred fr the POP3 cnfiguratin. In rder t create a new accunt, chse Accunts frm the menu and click New Email Accunt. Figure 55: Managing Accunts The fllwing windw will be displayed. Figure 56: Creating a new accunt Page: 48 / 74
The fllwing ptins and parameters are available: Mnitr this POP3 server prfile tick this checkbx t enable mnitring f this email accunt (nce yu have created an accunt, yu can use this ptin t either enable r disable mnitring) Name enter the name f this accunt which will help yu differentiate it frm ther accunts yu create; it is recmmended that yu use the name which will indicate the cnversin frmat i.e. Wrd, Excel, etc. Dmain enter the dmain name f the POP3 server e.g. mail.cmpanyname.cm. Mnitred email enter the email accunt which will be mnitred fr the MS Exchange Prfile which will be used fr sending the files fr prcessing. Passwrd specify the passwrd fr the email accunt Prt - sets the prt used fr receiving E-mails. SSL encryptin check in case SSL encryptin is required. Default Tickets Cnversin Jb Ticket file click Brwse t specify the default ticket fr cnverting dcuments frm PDF t any f the several available frmats (see 11.1 fr further infrmatin abut creating a cnversin ticket) Nte: yu can either create a new ticket r use an existing ticket; default tickets are lcated in the Default Tickets flder Cnversin Limitatins Jb Ticket File click t specify limit the number f pages which will be cnverted per ticket. Nte: yu can either create a new limits file r use an existing ne; default limit files are lcated in the Default Tickets flder Clne click this buttn in case yu wish t create a similar prfile with nly minr changes; this will make an identical cpy which yu can mdify and quickly create a new prfile Delete click this buttn t delete the prfile Nte: yu can create as many prfiles as yu need. Page: 49 / 74
7.2.3 Managing User Restrictins The Able2Extract Server allws yu t restrict prcessing f the files by either allwing r denying the service t specific emails addresses and dmain names. In rder t start applying restrictins, chse User Restrictins frm the tree structure Figure 57: Managing User Restrictins The rest f the prcedure fr managing restrictins is explained in sectin 7.1.1.4. 7.2.4 Setting up SMTP Parameters In rder t start setting up the SMTP parameters, chse that ptin frm the tree structure. Figure 58: Setting up SMTP The fllwing ptins and parameters are available: Page: 50 / 74
Dmain - specify the SMTP server dmain name, e.g. mail.cmpanyname.cm. User Name enter the e-mail address which will be mnitred by the Able2Extract Server and used fr sending the prcessed files back t the sender f the riginal file. Passwrd enter the SMTP server passwrd (in case the server requires authenticatin). Prt specify the prt which will be used fr sending e-mails. SSL encryptin check this ptin if the server requires an SSL cnnectin Authenticate sme SMTP servers require client authenticatin befre sending e- mails. If this parameter is checked, the user name and passwrd will be used as credentials when cnnecting t the server. Page: 51 / 74
8 Setting up File Prcessing Flders In rder t start managing the paths t the flders which will be used fr string varius files i.e. rganizing files accrding t their status, pen the cnfiguratin file (Cnfiguratin File - > Open) and click File Prcessing Flders in the tree structure. Figure 59: Setting up File Prcessing Flders The fllwing paths can be setup Path fr Lg Files flder click this icn r type the desired path t the flder n yur cmputer which will be used fr string lg files. Path fr Failed files flder click this icn r type the desired path t the flder n yur cmputer which will be used string failed files i.e. input files which culd nt be prcessed. Nte: the riginal file and the crrespnding Jb Ticket file (if applicable) are mved int this flder Path fr Prcessed file flder click this icn r type the desired path t the flder n yur cmputer which will be used fr string successfully prcessed files (the riginal file will be mved frm the watched flder, t this flder). Nte: this setting is nly applicable in case the Mve t Prcessed Flder ptin has been enabled (see 9) Path fr Wrk Flder - click this icn r type the desired path t the flder n yur cmputer which will be used fr file prcessing. Nte: The flder des nt have t be lcated n the same drive r cmputer the Able2Extract Server is installed n. Imprtant nte: the Windws Search Indexing must be turned ff fr these flders. Page: 52 / 74
9 Fine Tuning the File Prcessing In rder t start fine tuning the file prcessing, pen the cnfiguratin file (Cnfiguratin File -> Open) and click Fine Tuning Prcessing in the tree structure. Figure 60: Fine Tuning the File Prcessing The fllwing ptins and parameters are available: Maximum number f files t be prcessed simultaneusly specify the maximum number f files the Able2Extract Server shuld prcess simultaneusly. Nte: the minimum number is 2. Surce file pst-prcessing actin specify the actin Able2Extract Server shuld perfrm after successfully prcessing the files (nte: this ptin applies nly t Watched Flder prcessing) D nthing select this ptin if n actin shuld be perfrmed. Delete select this ptin t delete the file after it has been successfully prcessed. Mve t prcessed flder select this ptin t mve the prcessed file t a designated flder (see sectin 8 fr further infrmatin n hw t setup r mdify this flder). Mve t result flder select this ptin t mve the prcessed file t the default utput flder. Surce file place after failed chse the flder where the surce file will be mved t in case the cnversin has failed lcal failed flder lcal path n every watch flder dialg glbal failed flder glbal path (frm file prcessing flders ) Page: 53 / 74
Prcessing timeut use this ptin t specify maximum allwed time fr file prcessing; the value is minutes. Nte: if the file prcessing has nt been cmpleted during this time it will be cnsidered unsuccessful. Small-Large file size bundary if checked, this parameter allws prcessing nly ne versized file; if it is unchecked the selectin will be made chrnlgically. Page: 54 / 74
10 Advanced Methd fr Cllecting Files Except fr the simple methd described in previus sectins, there is als an advanced methd fr cllecting files. When using the simple methd fr clleting and prcessing files, users send a file which shuld be prcessed as an attachment. The email message is sent t the previusly setup receiving address and a previusly specified jb ticket is applied. When using an advanced methd, instead f nly sending the file which shuld be prcessed, the users als send the jb ticket which cntains instructins n hw the attached file shuld be prcessed. The Able2Extract Server will autmatically detect the file which shuld be prcessed as well as the jb ticket and apply it t the attached file. Fr example: Yu have created an email accunt (either POP3 r Exchange) and cnfigured the Able2Extract Server t cnvert the received PDF t Excel. Using an advanced methd, the users send bth PDF and the jb ticket t this accunt. Fr the purpse f this example, let us say that the attached jb ticket cntains instructins n cnverting PDF t txt. The Able2Extract Server will autmatically give pririty t the attached ticket instead f the default cnversin (t Excel) which has been cnfigured previusly. The cnverted txt file will be sent back t the sender. Page: 55 / 74
11 Managing Jb Tickets Jb ticket is a set f instructins fr the way a file shuld be cnverted. The jb tickets can be created fr bth creating PDF files and cnverting PDF t ther available frmats. Furthermre, yu can define a jb ticket fr each f the frmats yu wish t cnvert yur files t. The jb tickets are managed by using the Ticket Editr. In rder t start the Ticket Editr, chse Jb Tickets frm the menu. Figure 61: Starting the Ticket Editr The Ticket Editr will be pened. Figure 62: Ticket editr ptins The fllwing ptins and parameters are available: New/Open ptins fr creating r pening. Page: 56 / 74
Cnversin Ticket the ptin fr creating a cnversin ticket i.e. fr creating a jb fr cnverting files frm PDF t any ther frmat (see sectin 11.1). Cnversin Limitatins Ticket the ptin fr setting the page limitatin fr the cnversin (see sectin 11.2). Save the ptin fr saving the ticket settings s yu culd use it again. Save As the ptin fr saving the ticket settings under a different name. Exit the ptin fr clsing the ticket editr. 11.1 Creating a Cnversin Ticket (Cnverting frm PDF) In rder t create a cnversin ticket i.e. cnvert files frm PDF t any ther available frmat, chse Start Ticket Editr frm the Jb Tickets menu. Once within the Ticket Editr, chse Cnversin Ticket and click New. Figure 63: Creating a cnversin ticket (step 1/2) The page fr adjusting the ticket settings will be displayed. Figure 64: Creating a cnversin ticket (step 2/2) Page: 57 / 74
The first step in creating a cnversin ticket is chsing the cnversin type i.e. the desired utput frmat frm the pull dwn menu. Chse the desired frmat and the page will be refreshed cntaining cnversin settings fr that frmat. The fllwing frmats are available: MS Wrd Standard chse this ptin t cnvert PDF t a standard MS Wrd file (see sectin 11.1.1) MS Wrd Frames chse this ptin t cnvert PDF t a standard MS Wrd frames (see sectin 11.1.1) MS wrd Simple chse this ptin t cnvert PDF t a simple Wrd file (see sectin 11.1.1) Text chse this ptin t cnvert PDF t a text file (see sectin 11.1.4) HTML chse this ptin t cnvert PDF t HTML (see sectin 11.1.5) MS Excel - chse this ptin t cnvert PDF t MS Excel frmat (see sectin 11.1.6) Searchable PDF chse this ptin t cnvert PDF t a searchable PDF file (see sectin 11.1.7) Image chse this ptin t cnvert PDF t an image (see sectin 11.1.8) Open Office chse this ptin t cnvert PDF t Open Office (see sectin 11.1.9) AutCAD chse this ptin t cnvert PDF t AutCAD (see sectin 11.1.10) 11.1.1 Cnverting PDF t MS Wrd frmats There are 3 available MS Wrd frmats with different amunt f cnversin settings. The mst f these settings are used fr MS Wrd Standard, s this frmat will be explained in detail. The mst f these settings are shared acrss all 3 frmats, s this sectin is applicable t all f them (the nly difference is that Frames and Simple have less available settings). Figure 65: Chsing the desired MS Wrd frmat The first step is chsing the desired MS Wrd frmat frm the Cnversin type menu. Nte: The MS Wrd Standard cnversin type prcesses the PDF backgrund graphics s they becme backgrund images within the cnverted wrd dcument. In additin the text layut fllws that f the riginal PDF dcument. Fr mst dcuments, this will prvide the best lking utput in a frmat which is simple t edit. This is why MS Wrd Standard, it is the recmmended frmat fr mst dcuments. Page: 58 / 74
The fllwing windw fr setting the cnversin parameters will be displayed. Figure 66: Cnverting PDF t MS Wrd Standard The fllwing cnversin settings are available: Hrizntal Gap between Patterns during Selectin - this ptin allws yu t change the minimal gap between patterns and clumns during selectin and cnversin. Chse the desired setting: Small Smallest Standard Nte: Smetimes the distances r gaps between several different patterns in a PDF dcument are t small and they are treated as ne pattern by ur cnversin engine. It can cause prblems e. g. fr PDF t Excel cnversin when tw patterns are merged and placed int the same Excel clumn instead f putting them in tw different clumns. Fnt, characters and symbls Retain prblematic fnt names frm the PDF - In certain cases, a PDF dcument will cntain a variety f challenging fnts. The default is fr the applicatin t try and match the fnt t the clsest available fnt in Wrd. In Page: 59 / 74
Spacing situatins where the applicatin is unable t find a suitable fnt fr replacement, selecting this ptin prvides the user with the ability t retain the fnt names frm the PDF. By ding s, the user can then chse the fnts that they think will wrk best and can give a better cnversin result. Eliminate repeated characters (if mre than 5) - Dcuments will ccasinally have a line f repeated characters, which may interfere with PDF cnversin results. The Eliminate Repeated Characters setting allws the user t replace cmmnly repeated characters, such as asterisks (mre than 5, *****) with the fllwing: " ***. This ptin shuld be utilized in dcuments where the repeated characters are causing prblems t the cnversin utput. This ptin des nt change the way multiple (mre than 3) dts are prcessing they are kept in RTF/DOC cnversin and eliminated therwise. Shw unrecgnized symbls as (Cde A4) chse this ptin t display all unknwn i.e. unrecgnized symbls as Aut-Spacing between wrds - sme PDF dcuments are created s that there are n spaces between wrds, even thugh the viewable PDF page des seem t cntain them. Because f this, the Accumax CT cnversin engine autmatically adds spaces between dcument patterns (i.e. wrds) as a default setting. In certain cases, such as justify alignment, the aut-spacing between wrds can result in having extra spaces between wrds and therefre pr cnversin results. In these cases, yu can enhance the cnversin results by unselecting the Aut-Spacing Between Wrds setting. Aut Spacing between clse numbers the same setting but fr clse numbers OCR manage the OCR (ptical character recgnitin) settings Aut-Spacing between wrds - this ptin wrks fr scanned dcuments/pages in a similar way as the "Aut-Spacing between wrds ptin described abve if selected, spaces between text patterns ("wrds ) will be added even if the OCR engine des nt add them. Margins OCR Engine chse the desired ptin fr the OCR engine Smart - use this submenu t cntrl whether r nt t activate the OCR engine fr a given selectin and cnversin: Preserve Images this ptin can be useful fr PDF files which have been created electrnically, but have damaged fnts r therwise cnvert prly. Under certain circumstances, frcing an OCR cnversin can prvide better results. Frce OCR - if selected, all images will be cnverted as images; therwise pages will be treated as scanned images and the OCR will be implemented t extract the infrmatin. Disable OCR - In sme cases, perhaps where a PDF cntains fixed image and electrnically-created PDF elements, the user may wish t turn ff the OCR engine in rder t capture nly the electrnicallycreated PDF elements - which can result in a much quicker cnversin. Default Margins tick this checkbx t use default margins f the input dcument r enter the desired margins in the input field n the right. Nte: The margin value is used fr changing the size f the printable margins fr a Wrd dcument cnverted frm a PDF dcument. The default value is 0.00 inches this is chsen because it prvides the best psitinal utput when cnverting a dcument frm PDF t Page: 60 / 74
Wrd. Certain ffice printers cannt print the whle page area f a PDF i.e. 0.00 inch margins n a page will nt print. If this is the case, the margin input field allws yu t set the printable margins apprpriate fr yur printer. A value f 0.2-0.5 inches will generally wrk best n mst printers. Custm Margins use this ptin t define custm margins Header and fter (inches) Insert Headers select this ptin t create headers in the resulting Wrd dcument. Header Value - specify the header height in inches. Insert Fters select this ptin t create headers in the resulting Wrd dcument. Fter Value - specify the fter height in inches. Max fnt size Header/Fter specify the maximum size f the fnt which will be used within the header and fter. Graphics and images management - The default setting fr Graphics and Images Management is set t Aut detect. It wrks in the fllwing way: if a page fr sme reasn cannt be drawn crrectly in the way it is described in PDF (say the page cntains sme graphics settings nt supprted in RTF/DOC) it will be drawn as an image(s); therwise vectr graphics will be drawn as vectr graphics and images as images. Alignment if "t page ptin is selected, all images and vectr graphics elements will have abslute psitin anchred t the page tp left crner; therwise images r graphics elements will be gruped by Y crdinate and each grup (i.e. each graphics element frm the grup) will be anchred t the paragraph clsest t the grup (except clumn/newspaper paragraphs). Dwnsampling chse the desired ptin fr when the Able2Extract Server shuld perfrm dwnsampling f the images Aut chse the ptin t let the Able2Extract Server perfrm dwnsampling autmatically Fr large images nly chse this ptin t perfrm dwnsampling fr large images nly Reslutin fr vectr graphics set the desired reslutin fr the vectr graphics by chsing ne f the tw available ptins: 150 dpi 300 dpi Detectin and placement Aut-detect chse t let Able2Extract Server aut-detect and manage images within the input dcument Manual Setting select this ptin t setup the image management manually; the fllwing tw ptins are available: Place all images in Backgrund (nt applicable fr MS Wrd Simple) - all images which are set in the backgrund in the PDF dcument will remain in the backgrund in the cnverted Wrd dcument. By default, Accumax CT adds images (such as JPG r BMP files) as MS Wrd pictures, s yu can frmat each image separately r change their psitin within the dcument. Page: 61 / 74
Masked images in Wrd may nt be prperly rendered using a default setting. In ther cases, images may als be incrrectly displayed such as prblems with image brders r disappearing images. In bth f these cases, selecting this ptin f adding all images t the backgrund image may help slve prblems with displaying images within the cnverted dcument. Hrizntal Gap between Patterns during Selectin Newspaper clumn paragraph minimum width - Many PDF dcuments are frmatted with clumn paragraphs, r newspaper-style paragraphs. T assist in the recgnitin and cnversin frm PDF t Wrd fr these types f paragraphs, the user can designate the minimum width fr clumn/newspaper paragraphs. The Accumax CT cnversin engine cntains cmplex algrithms fr differentiating between table clumns and paragraph clumns hwever, in sme cases, it is very difficult fr the engine t distinguish between these tw types f paragraph. The Clumn (Newspaper) Paragraph Minimum Width setting allws users t imprve cnversin results by prviding input regarding the structure f the PDF dcument. E.g. if it is knwn that a given dcument des nt have any clumn/newspaper paragraphs with clumn widths f less than 2.00 inches, changing the Clumn (Newspaper) Paragraph Minimum Width t 2.00 inches will prevent the Accumax CT engine frm treating sme table clumns as clumn/newspaper paragraphs. The default fr this setting is 1.00 inch. Keep hyphens frm riginal dcument - the default setting is fr the applicatin t autmatically keep r delete hyphens based n their psitin within the paragraph - in sme cases, the psitin f the text in Wrd will vary frm the riginal PDF dcument, s that a hyphen that was riginally required t split a wrd is nt required in the cnverted dcument. The user can pt t select the Keep Hyphens frm Original Dcument ptin t ensure that n hyphens are deleted. Page: 62 / 74
11.1.2 Cnverting PDF t MS Wrd with Frames The MS Wrd with Frames cnversin type retains backgrund graphics and layut f the selected pages and items, but with the text appearing in individual text bxes in a new wrd dcument. This cnversin type is ideal fr users wh prefer t wrk with text bxes which can be easily mved within a dcument. Nte: because the text bxes are designed t crrelate with the structural psitining f the riginal PDF dcument, chsing this frmat may give yu a mre accurate layut than the MS Wrd Standard frmat. 11.1.3 Cnverting PDF t MS Wrd Simple The MS Wrd Simple cnversin type nly cnverts text prtins f the dcument. The text will appear as a standard paragraph withut special frmatting r text bxes in a new wrd dcument. This cnversin type is ideal in case mimicking the exact layut f the PDF file is nt as imprtant as accessing the text easily. Page: 63 / 74
11.1.4 Cnverting PDF t Text Chse the Text cnversin type t cnvert PDF t a plain ASCII text file. In rder t create a cnversin ticket fr cnverting PDF t a text file, chse Text frm the Cnversin Type pull dwn menu. Figure 67: Cnverting PDF t Text Fr further infrmatin abut the available parameters, see 11.1.1. 11.1.5 Cnverting PDF t HTML In rder t create a cnversin ticket fr cnverting PDF t HTML frmat, chse HTML frm the Cnversin Type pull dwn menu. Figure 68: Cnverting PDF t HTML Page: 64 / 74
11.1.6 Cnverting PDF t MS Excel In rder t create a cnversin ticket fr cnverting PDF t an Excel frmat, chse MS Excel frm the Cnversin Type pull dwn menu. Figure 69: Cnverting PDF t MS Excel Fr further infrmatin abut available parameters, see 11.1.1. Excel specific parameters Use Text frmat fr nn-numeric data - In certain dcuments, dates may be autmatically cnverted int a numerical frmat in Excel. This may cause cnfusin r prblems with the cnversin utput. T preserve dates in the Text frmat, select this item n the ptin menu. Trailing Minus sign ( - ) Treatment In certain financial dcuments r reprts, the minus sign symbl trails t the right f the number (e.g. 4,560- instead f -4,560 ). Cnverting negative numbers where the minus sign trails t the right may cause cnverting them as text items, instead f numbers. Use this ptin t mve trailing minus signs frm the end f the number t the beginning f the number, t prevent such instances frm being cnverted t textual items in Excel. Retain Dllar Sign ($) as Separate Symbl - Certain financial dcuments cntain dllar signs - ften at the tp r bttm f financial dcument. Unfrtunately, smetimes the dllar sign ($) create challenges in the way the prgram interprets clumn structure - as such, the default is t meld the dllar sign int the same clumn as the number next t it. In certain cases, hwever, the user may wish t retain the dllar sign in its separate clumn. T d s, select this ptin t retain such a structure. Eurpean Cntinental Settings (1.234.567.89 = 1 234 567.89) - in Nrth America, the decimal pint is a perid separating the integer prtin f a number frm the fractinal prtin and the thusands separatr is a cmma. In certain ther cuntries, the reverse is true: a decimal cmma is used t Page: 65 / 74
separate the integer prtin f a number frm the fractinal prtin, and a perid is used as the thusands separatr. This ptin allws yu t cnvert dcuments that adpt the decimal cmma and perid thusands separatr (referred t here as Eurpean cntinental settings) t Excel frmatted numbers crrectly. Enable Table Unflding (treat rws as clumns and vice versa) - This ptin allws yu t generate an utput frm a PDF in clumn structure t Excel in rw structure r vice versa. Fr example: if yur PDF dcument cntains three clumns f data, when this ptin is selected, the cnversin f these three clumns will result in three rws. The first rw will cntain the data frm the first clumn; the secnd rw will cntain data frm the secnd clumn, etc. Calculate clumns psitin frecast fr OCR pages in Custm Excel cnversin if this ptin is selected the Custm Excel cnversin will always try t calculate a clumn psitin frecast; therwise the calculatin will be perfrmed nly fr nn-scanned pages. Page: 66 / 74
11.1.7 Cnverting PDF t Searchable PDF In rder t create a cnversin ticket fr cnverting PDF t a searchable PDF frmat, chse Searchable PDF frm the Cnversin Type pull dwn menu. Figure 70: Cnverting PDF t Searchable PDF 11.1.8 Cnverting PDF t an Image In rder t create a cnversin ticket fr cnverting PDF t an image, chse Image frm the Cnversin Type pull dwn menu. Figure 71: Cnverting PDF t an Image The fllwing cnversin settings are available (nte: nt all ptins are available fr all image frmats; nce yu chse the desired frmat, nly the parameters available fr the chsen frmat will be enabled): Image cnversin type chse the desired cnversin frmat amng the fllwing BMP Page: 67 / 74
GIF JPEG PNG TIF Width specify the image width in pixels Height - specify the image height in pixels Dripes Yu can als chse t select the image scaling based n the DPI. A DPI f 100% will retain the riginal size f the dcument. Other cmmn DPI selectins are prvided fr cnvenience - r a specific DPI percentage can be entered if a specific DPI is required Images palette is black and white select this ptin t indicate that the image palette is black and white Multiple page image this ptin can be used t supprt images with GIF animatins Speed the GIF animatin speed Quality specify the image quality (0 fr lwest, 100 fr highest) Page: 68 / 74
11.1.9 Cnverting PDF t Open Office frmat In rder t create a cnversin ticket fr cnverting PDF t an pen ffice frmat, chse Open Office frm the Cnversin Type pull dwn menu. Figure 72: Cnverting PDF t Open Office frmat The fllwing cnversin settings are available: See picture belw. Writer ODT Text Dcument; cnvert PDF int the OpenOffice equivalent f a Micrsft Wrd dcument. Calc ODS Spreadsheet; cnvert PDF int the OpenOffice equivalent f a Micrsft Excel Spreadsheet/ Impress ODP Presentatin; cnvert PDF dcument int the OpenOffice equivalent f a Micrsft PwerPint presentatin. 11.1.10 Cnverting PDF t AutCAD In rder t create a cnversin ticket fr cnverting PDF t autcad frmat, chse AutCAD frm the Cnversin Type pull dwn menu. Figure 73: Cnverting PDF t AutCAD Page: 69 / 74
The fllwing cnversin settings are available: DWG - drawing frmat DXF - drawing exchange frmat Clr palette chse the desired palette Standard (AutCAD 2000) RGB (AutCAD 2004) 11.2 Limiting the Number f Pages fr Cnversin The Able2Extract Server allws yu t limit the number f pages which will be cnverted per ticket. In rder t set the limitatin, pen the Ticket Editr select Cnversin Limitatins Ticket and click New. Figure 74: Limiting the Number f Pages fr Cnversin (step 1/2) The fllwing page will be displayed. Figure 75: Limiting the Number f Pages fr Cnversin (step 2/2) T set the limit, just enter the desired number f pages within the input field. Page: 70 / 74
12 Managing the Able2Extract Server Cnfiguratins The Able2Extract Servers stres all cnfiguratin settings int a file called PDFServer.cfg. Befre yu can start managing any f the prgram settings yu need t lad this cnfiguratin file first. By default there is nly ne cnfiguratin, called default, but the Able2Extract Server allws yu t create multiple cnfiguratins and use them as needed. Figure 76: Managing the Able2Extract Server Cnfiguratins (1/2) In the screensht abve, the cnfiguratin file PDFSever.cfg has been laded using the Open ptin frm the Cnfiguratin File. The tree structure n the left displays all available cnfiguratins, while the pull dwn menu n the right can be used t apply the desired cnfiguratin. Once yu select a cnfiguratin within the tree structure, further ptins fr that cnfiguratin will becme available. Figure 77: Managing the Able2Extract Server Cnfiguratins (2/2) The fllwing ptins and parameters are available: Cnfiguratin name yu can use this field t rename the desired cnfiguratin Page: 71 / 74
Clne click this buttn t create a cpy f the current cnfiguratin and save it under a different name; this allws yu t create several cnfiguratins and mdify them t yur preferences; every time yu lad the main cnfiguratin file (PDFServer.cfg) yu will be able t chse the desired cnfiguratin. Delete click this buttn t delete the desired cnfiguratin. 12.1 Creating a Backup f the Main Cnfiguratin File In rder t create a backup f the main cnfiguratin file i.e. PDFServer.cfg, just save it under a different name using the Save As ptin in the Cnfiguratin File menu. Figure 78: Creating a backup f the main cnfiguratin file The cpy f the PDFServer.cfg file will be created (which can be called anything, e.g. PDFServerBackup.cfg). In rder t restre this versin just rename it back t PDFServer.cfg because that is a default name fr the main cnfiguratin file. Page: 72 / 74
13 Mnitring Onging Jbs The Able2Extract Server allws yu t mnitr nging jbs and their status as well as cancel running jbs. In rder t start mnitring jbs, click Mnitr in the main menu and then click Start Mnitring. Figure 79: Cnnecting t nging jbs If any jbs are currently in prgress, the management cnsle will display them. Figure 80: Detailed jb infrmatin The fllwing infrmatin is available in bth categries: Status line - the first line within bth categries displays detailed infrmatin i.e. status abut each jb: Running the number f currently running jbs (nte: yu can cancel any currently running jb by right clicking the desired jb and chsing ptin Cancel; this jb will have the status Abrted). Waiting the number f jbs waiting fr prcessing. Successful the ttal number f successful jbs. Failed the ttal number f unsuccessful jbs. Page: 73 / 74