Contents

Title and Copyright Information

Preface

• Audience
• Conventions

Part I Oracle Document Capture

1 Oracle Document Capture Overview

• About Oracle Document Capture
• About Scan
  • Scan for ISIS and Scan for Adrenaline
  • About Scan Profiles
  • Scanning Tips
  • About Importing (Scanning From Disk)
  • About Endorsing Scanned Documents
  • About Image Processing in Scan for ISIS
    • Bar Code Detection
    • Blank Page and Patch Code Detection
    • Border, Halftone, and Hole Removal
    • Cropping and Picking Rectangles
    • Deskew
    • Dilating and Eroding
    • Smoothing and Inverting
    • Line Editing
    • Noise Removal
    • Rotating and Scaling
  • About Image Processing in Scan for Adrenaline
    • Deskew
    • Despeckle
    • Image Filters
    • Line Removal
    • Patch Code
    • Deshade
    • Streak Removal
    • Black Border
    • Bar Codes
• About Index
  • How Indexing Changes Images Into Documents
  • About Index Profiles
  • Indexing Tips
  • About Index Field Properties
    • Pick-list Index Fields
    • Linked Pick-list Index Fields
    • Index Fields With Input Masks
    • Index Fields That Format Input Values
    • Applying Bar Code Values to Index Fields
    • Auto Populating Index Fields
    • Sticky Index Fields
    • Populating Index Fields From a Database
  • About Indexing Using Separator Sheets
  • About Indexing With Zones and OCR
• About the Servers
  • About Commit Server
  • About Recognition Server
    • Batch Processing Methods
  • About Import Server
    • How Import Server Names Batches
    • How Import Server Converts Non-Images to Images

2 Administering Scan for ISIS

• Adding a Scan Profile
• Deleting a Scan Profile
• Copying a Scan Profile
• Selecting a Scanner
• Selecting Scanner Settings
• Importing Images
• Endorsing Scanned Documents
• Selecting Image Processing Filters
  • Setting the Order in Which Filters Are Run
  • Setting Bar Code Detection
  • Detecting and Removing Blank Pages
  • Detecting Patch Codes
  • Removing Borders, Halftones and Holes
  • Cropping Images and Setting White Space
  • Straightening Skewed Images
  • Expanding and Trimming Black Objects On Images
  • Smoothing and Inverting Images
  • Removing and Redrawing Lines On Images
  • Removing Noise From Images
  • Rotating and Scaling Images
• Testing Scan Profiles as a User

3 Administering Scan for Adrenaline

• Adding a Scan Profile
• Deleting a Scan Profile
• Copying a Scan Profile
• Selecting a Scanner
• Importing Images
• Selecting Image Processing Settings
  • Straightening Skewed Images
  • Removing Speckles
  • Enhancing Lines, Smoothing Characters and Removing Noise
  • Removing Lines and Repairing Text
  • Setting Patch Code Detection
  • Removing Unwanted Shading
  • Removing Streaks
  • Removing Black Borders
  • Setting Bar Code Detection
• Endorsing Scanned Documents
• Testing Scan Profiles as a User

4 Administering Index

• Adding an Index Profile
• Deleting an Index Profile
• Filtering the Batch Indexing List Displayed to Users
• Activating a Database Lookup for an Index Field
• Setting Index Field Properties
  • Setting Up Sticky Index Fields
  • Applying an Input Mask to an Index Field
  • Setting Up a Pick-list Index Field
  • Setting Up Parent/Child Pick-list Index Fields
  • Applying Bar Codes Values Detected During Scanning to Index Fields
  • Changing an Index Field's Format
  • Setting Up Bar Code or Patch Code Separator Sheet Indexing
  • Setting Index Fields to Auto Populate
• Setting Up Zone Highlighting and OCR
• Testing an Index Profile as a User

5 Administering Commit Server

• Starting, Pausing and Activating the Commit Server
• Configuring Settings
  • Setting Up Unattended Login
  • Setting Up Email Notification for Processing Errors
  • Setting Up Error Logging
  • Running Commit Server as a Service
• Working With Batch Jobs
  • Adding Batch Jobs
  • Deleting Batch Jobs
  • Activating Commit Server in a Scan Profile
  • Activating Commit Server in an Index Profile
  • Activating Commit Server in a Recognition Server Batch Job
  • Activating Commit Server in an Import Server Batch Job
• Scheduling Processing
  • Adding an Event
  • Deleting Events
• Maintaining Commit Server
  • Deleting Old Log Files
  • Shutting Down and Restarting Commit Server

6 Administering Recognition Server

• Starting, Pausing and Activating the Recognition Server
• Configuring Recognition Server
  • Setting Up Unattended Login
  • Setting Up Email Notification for Processing Errors
  • Setting Up Activity Logging
  • Running Recognition Server as a Service
• Working With Batch Jobs
  • Adding Batch Jobs
  • Deleting Batch Jobs
  • Adding Bar Code Definitions
  • Using a Bar Code Value to Search a Database and Assign Index Values
• Scheduling Processing
  • Adding an Event
  • Deleting Events
• Maintaining Recognition Server
  • Deleting Old Log Files
  • Shutting Down and Restarting Recognition Server

7 Administering Import Server

• Starting, Pausing and Activating the Import Server
• Configuring the Castelle FaxPress Provider
• Configuring Import Server
  • Setting Up Unattended Login
  • Setting Up Email Notification For Processing Errors
  • Setting Up File Associations
  • Setting Up Activity Logging
  • Running Import Server as a Service
• Working With Batch Jobs
  • Adding Batch Jobs
  • Deleting Batch Jobs
  • Importing Faxes From a Castelle FaxPress Network Appliance
  • Importing Using a Custom Provider
  • Importing Email Messages and Attachments
  • Importing Files From an FTP Server
  • Importing Files From a Folder
  • Importing Files From a Folder and Values From a List File
  • Assigning Index Values From a Database During Import
• Scheduling Processing
  • Adding an Event
  • Deleting Events
• Maintaining Import Server
  • Deleting Old Log Files
  • Shutting Down and Restarting Import Server

8 Scan and Index User Interface

• Scan For ISIS Screens
  • Manage Scan Profiles, General Options
  • Manage Scan Profiles, Image Source Options
    • Manual Endorsing Properties
  • Manage Scan Profiles, Bar Code Detection Options
  • Manage Scan Profiles, Blank Page/Patch Code Detection Options
  • Manage Scan Profiles, Border/Halftone/Hole Removal Options
  • Manage Scan Profiles, Cropping/Picking Rectangle Options
  • Manage Scan Profiles, Deskewing Options
    • Remove Shear
  • Manage Scan Profiles, Dilating/Eroding Options
  • Manage Scan Profiles, Smoothing/Inverting Options
  • Manage Scan Profiles, Line Editing Options
  • Manage Scan Profiles, Noise Removal Options
  • Manage Scan Profiles, Rotating/Scaling Options
  • Manage Scan Profiles, Filter Execution Order Options
• Scan For Adrenaline Screens
  • Manage Scan Profiles, General Tab
  • Manage Scan Profiles, Scanner Tab
  • Manage Scan Profiles, Image Processing Tab
    • Deskew
    • Despeckle
    • Image Filters
    • Line Removal
    • Patch Code
    • Deshade Properties
    • Streak Removal
    • Black Border
    • Bar Codes Properties
  • Manage Scan Profiles, Endorsing Tab
• Indexing Screens
  • Manage Index Profiles Screen, General Tab
  • Manage Index Profiles, Filter Tab
  • Manage Index Profiles, Options Tab
  • Manage Index Profiles, Fields Tab
  • Manage Index Profiles, Field Properties Tab
  • Manage Index Profiles, Separator Sheet Tab
  • Manage Index Profiles, Auto Populate Tab
  • Zone Editor

9 Servers User Interface

• Commit Server Screens
  • Oracle Document Capture Commit Server Screen
    • Commit Server Menus
    • Commit Server Status
    • Server Activities Tab
    • Error Log Tab
  • Scheduler
  • Schedule New Event
  • Commit Server Settings
    • Commit Server Settings, Login Tab
    • Commit Server Settings, Email Tab
    • Commit Server Settings, Error Log Tab
    • Commit Server Settings, Service Tab
  • Batch Jobs, General Tab
  • Batch Jobs, Batch Criteria Tab
  • Batch Jobs, Processing Order Tab
• Recognition Server Screens
  • Oracle Document Capture Recognition Server Screen
    • Recognition Server Menus
    • Recognition Server Status
    • Server Activities Tab
    • Server Log Tab
    • Image Tab
  • Scheduler
  • Schedule New Event
  • Recognition Server General Settings
    • Recognition Server Settings, Login Tab
    • Recognition Server Settings, Email Tab
    • Recognition Server Settings, Log File Tab
    • Recognition Server Settings, Service Tab
  • Batch Job Settings, General Tab
  • Batch Job Settings, Processing Tab
  • Batch Job Settings, Bar Code Recognition Tab
  • Batch Job Settings, Bar Codes Tab
    • Bar Code Definition Using an Input Mask
  • Batch Job Settings, Fields Tab
  • Batch Job Settings, Database Lookup Tab
• Import Server Screens
  • Oracle Document Capture Import Server Screen
    • Import Server Menus
    • Import Server Status
    • Server Activities Tab
    • Server Log Tab
  • Scheduler
  • Schedule New Event
  • Import Server General Settings
    • Import Server Settings, Login Tab
    • Import Server Settings, Email Tab
    • Import Server Settings, File Associations Tab
    • Import Server Settings, Error Log Tab
    • Import Server Settings, Service Tab
  • Batch Job Settings
  • Batch Job Settings, General Tab
  • Batch Job Settings, Processing Tab
  • Batch Job Settings, Image Output Tab
  • Batch Job Settings, Email Provider Settings Tab
    • Email Accounts Tab
    • Email Filters Tab
    • Processing Tab
    • Field Mappings Tab
    • Post-Processing Tab
    • SMTP Email Settings Dialog Box
  • Batch Job Settings, Folder/List File Provider Settings Tab
    • Import From Folder Settings
    • Import From List File Settings
  • Batch Job Settings, FaxPress Provider Settings Tab
  • Batch Job Settings, FTP Provider Settings Tab
• Guidelines For Running Servers as Services

10 Auditing in Oracle Document Capture

• ecAudit Table
• Scan for ISIS Activity IDs
• Index Activity IDs
• Scan for Adrenaline Activity IDs
• Commit Server Activity IDs
• Recognition Server Activity IDs
• Import Server Activity IDs

Part II Oracle Distributed Document Capture

11 Oracle Distributed Document Capture Overview

• About Oracle Distributed Document Capture
• About Batches, Documents, and Pages
• About Scanning
  • Scanning Settings
  • Scanning Types and Document Creation Options
    • Scan Only
    • Scan and Index Documents
    • Scan and Index Batches
• About Indexing
  • About Index Field Types

12 Working With Scan Profiles

• Starting the Profile Administration Application
• Adding a Scan Profile
• Editing a Scan Profile
• Copying a Scan Profile
• Deleting a Scan Profile
• Deactivating and Activating Scan Profiles
• Applying an Input Mask to an Index Field
• Changing an Index Field's Format
• Setting Up an Index Field Pick-list
• Setting Up Parent/Child Pick-list Index Fields
• Setting Index Fields to Auto Populate
• Setting a Database Lookup to Search and Return Index Values
• Testing Scan Profiles as a User

13 Oracle Distributed Document Capture User Interface

• Profile Administration, General Screen
• Profile Administration, Image Settings Screen
• Profile Administration, Document Indexing Screen
• Profile Administration, Field Properties Screen
• Profile Administration, Auto Populate Screen
• Profile Administration, Database Lookup Screen
• Server Configuration Screens
  • Server Configuration Screen, Server Settings Tab
  • Client Access Folders Screen
  • Server Configuration Screen, System Settings Tab
  • Server Configuration Server, Email Settings Tab

14 Auditing in Oracle Distributed Document Capture

• ecAudit Table
• Activity IDs

Part III Capture Administration (Shared)

15 Capture Administration Overview

• About Capture Administration Tasks
• About File Cabinets
• About Index Fields
• About Users in Capture
• About Managing Batches
  • About Batch Status
  • About Batch Manager
  • About Locked Batches and User Batch Activity
• About Pick-lists
• About Pick-list Relationships
• About Database Lookups
• About Committing Documents
  • Methods of Committing Documents
  • About Commit Profiles
  • What Happens During the Commit Process?
  • About Document Output Formats
  • About Duplicate Commit Options
  • About Commit Error Handling
  • About the Oracle UCM Commit Driver
  • About the Oracle I/PM Commit Driver
    • About Process Integration
  • About the Text File Commit Driver
  • About the Electronic Document Provider Commit Driver
  • About the Database Commit Driver
    • About Committing Index Values to Linked Tables

16 Using Capture Administration

• Managing File Cabinets and Index Fields
  • Adding a File Cabinet
  • Deleting a File Cabinet
  • Adding Index Fields
  • Deleting Index Fields
• Managing Users
  • Adding Users (Capture Security)
  • Changing Passwords (Capture Security)
  • Adding Users and Groups (Windows Domain Security)
  • Deleting Users and Groups
• Working With Batches
  • Adding a Batch Status
  • Deleting a Batch Status
  • Viewing File Cabinets, Batches, and Pages
  • Moving Batches Between File Cabinets
  • Monitoring User Batch Activity
  • Unlocking a Batch
• Working With Pick-lists
  • Adding a Capture Native Pick-list
    • Importing Values From a Text File Into a Pick-list
    • Exporting Pick-list Values to a Text File
  • Adding a Database Pick-list
    • Configuring a Database Connection
  • Deleting a Database Pick-list
  • Adding a Pick-list Relationship
• Working With Database Lookups
  • Adding a Database Lookup
  • Deleting a Database Lookup

17 Working With Commit Profiles

• Adding a Commit Profile
• Deleting Commit Profiles
• Configuring the Language for Full Text OCR Output
• Activating and Ordering Commit Profiles
• Configuring an Oracle UCM Commit Profile
  • Assigning Metadata During Commit
    • Using Static Values
    • Based on Capture Index Values
    • Based on User's Pick-list Selections
• Configuring an Oracle I/PM Commit Profile
  • Configure Process Integration Options
• Configuring a Text File Commit Profile
• Configuring an EDP Commit Profile
• Configuring a Database Commit Profile
  • Committing to Parent and Document Tables (optional)

18 Capture Administration User Interface

• System Settings Screen
• Manage Macros Screen
• License Manager Setup Screen
• Capture Batch Setup Screen
• Security Model Screen
• File Cabinets Screen
• Index Fields Screen
  • Add/Edit Index Fields Screen
• Batch Status Screen
• Commit Profiles
  • Commit Profiles Screen
  • Commit Profile Settings Screen
    • Error Handling Examples
    • Document Output Format Settings Screen
  • Oracle UCM Commit Settings Screen
    • Oracle UCM Commit Settings Screen, Login Tab
    • Oracle UCM Commit Settings Screen, Check-In Tab
    • Oracle UCM Commit Settings Screen, Add Metadata Mappings
    • Oracle UCM Commit Settings Screen, Title Builder
    • Oracle UCM Commit Settings, Field Mappings Tab
  • Oracle I/PM Commit Settings Screen
    • Oracle I/PM Commit Settings Screen, General Tab
    • Oracle I/PM Commit Settings Screen, Direct Commit Tab
    • Oracle I/PM Commit Settings Screen, Direct Commit Tab, Field Mappings
    • Oracle I/PM Commit Settings Screen, Process Setup
    • Process Setup Screen, General Settings Tab
    • Process Setup Screen, Batch Filter Properties Tab
    • Process Setup Screen, Process Properties Tab
    • Process Setup Screen, Field Mappings Tab
    • Oracle I/PM Commit Settings Screen, Filer Commit Tab
    • Oracle I/PM Commit Settings Screen, Logging Tab
    • Oracle I/PM Commit Settings Screen, Advanced Tab
  • Commit Text File Settings Screen
    • Commit Text File Settings Screen, General Tab
    • Subfolder Option by Index Value
    • Commit Text File Settings Screen, Formatting Tab
    • Commit Text File Settings Screen, Document File Naming Tab
  • Macro Selection Screen
  • Database Commit Settings Screen
    • Database Commit Settings Screen, Database Tab
    • Database Commit Settings Screen, Commit Tab
• Database Lookups Screens
  • Database Lookup Settings Screen
  • Search Fields Screen
    • Add/Edit Search Fields Screen
  • Return Fields Screen
    • Add Return Field Screen
  • Search Options Screen
• Users Screen
  • Add User Screen (Capture Security)
  • Add User or Group Screen (Windows Domain Security)
• Pick-list Sources Screen
  • Capture Pick-list Management Screen
  • Import Pick-list Items From File Screen
  • Pick-list Configuration Screen
    • Pick-list Configuration Connection Tab
    • Pick-list Configuration Definitions Tab
• Pick-list Relationships Screen
  • Add/Edit Pick-list Relationships Screen
• Locked Batches Screen

A Copyright and Patent Notices

Index