Intelligent Document Capture With Ephesoft by Kavas, Ike -- Read -- Imperial Library of Trantor

Index

Intelligent Document Capture with Ephesoft

Intelligent Document Capture with Ephesoft Credits Foreword About the Authors About the Reviewers www.PacktPub.com

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Preface

What this book covers What you need for this book Who this book is for Conventions Reader feedback Customer support

Errata Piracy Questions

1. Introduction

Overview History of document capture Elements of document capture projects

The destination of the documents The location of the documents and systems The type of documents to be processed

Inside a capture system

Import methods Classification methods Extraction methods Export methods

What sets document capture apart from the other ECM tools? Summary

2. A Quick Tour of Ephesoft

The administrative user interface

Batch Class Management Batch Instance Management Workflow Management Folder Management Reports

Operator user interface

Batch List Batch Detail Web Scanner Upload Batch

File system Summary

3. Creating a Batch Class

Copying an existing batch class Creating new document types System training for classification and separation Creating fields Basic Key/Value extraction Regular expression listing Export

Copy Batch XML

Summary

4. Processing a Batch

Starting a batch Document review Document validation Summary

5. Core Ephesoft Features

Classification

Classification types

Search Image Barcodes Automatic

Confidence Search classification Barcode classification Image classification Automatic classification Programmatic classification

Multiple layouts for a single document type Advanced KV extraction Fuzzy DB Using the Web Scanner Uploading batches Export

CMIS Export

Establish a content model in your CMS Configure Ephesoft CMIS Export

Configure the CMIS Export plugin Document type and property mapping Global CMIS configuration

Database Export Other export plugins

Configuration management of batch classes Summary

6. Ephesoft Extended Features

Other classification methods

Barcode classification Image classification

RecoStar extraction

Create a RecoStar project Configure the RecoStar project Configure Ephesoft to use the RecoStar project

Table extraction Scripting

Workflow scripts Triggering scripts when a field is edited Triggering scripts from a function key

External application integration

Configuring external application references External application context Security tickets Returning document metadata to Ephesoft Signalling dialog close and save events

Custom workflow

Adding a plugin to Ephesoft Customizing batch class workflows

Writing a custom plugin Grid computing Automatic learning Summary

7. Tips

Troubleshooting

Logging Monitoring batch progress Examining the batch file

Restarting the batch No blank forms for training Setting up Active Directory

Directory server overview LDAP Ephesoft LDAP connector configuration

Ephesoft directory server service account Ephesoft directory server groups

Ephesoft LDAP configuration files

dcma.xml user-connectivity.xml web.xml Troubleshooting

Setting up e-mail processing Summary

A. Reference

Glossary Common regular expressions Commonly modified Ephesoft settings

dcma-workflow.properties dcma-batch.properties dcma-cmis.properties

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