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Configuration Training. Server Settings Process Rules OCR Parameters Lookup Rules Filename Configuration Configuration Hierarchy XML Overview Topics.

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Presentation on theme: "Configuration Training. Server Settings Process Rules OCR Parameters Lookup Rules Filename Configuration Configuration Hierarchy XML Overview Topics."— Presentation transcript:

1 Configuration Training

2 Server Settings Process Rules OCR Parameters Lookup Rules Filename Configuration Configuration Hierarchy XML Overview Topics

3 Configuration Training Logging In Supported Web Browsers IE 7 & 8 Firefox 3.6 URL : Password Setup Guide

4 Configuration Training Login Menu Bar Create New Rule Delete Rule Change Password Log Out Save (Changes) Stop/Start Service View Daily Log Help!

5 Server Settings Server Settings – General Device Substitute, Administrator’s , File/Page Count

6 Server Settings Server Settings – Advanced SMTP (SSL/TLS settings are automatically detected), Polling Frequency and Timeout

7 Configuration Training Process Rules What are Process Rules? Types of Process Rules: Folder (FileIn) ( In) Batch (BatchIn) Process Rule Limit

8 Process Rules Folder Rule What is a Folder Rule? Folder Rule Settings: Input Path Idle Time Use Lookup / Process Filename Format Output Type Path

9 Process Rules Rule What is a Rule? Rule Settings: Inbox Whitelist Idle Time Filename Format Output

10 Process Rules Batch Rule What is a Batch Rule? Batch Rule Settings: Input Path contains Batch folders Idle Time Filename Format Users Formats

11 Process Rules OCR Settings Page Splitting - Page and Barcode Format and Language - Auto Rotation, Format and Language PDF Security - Encryption Level, Passwords, Version and Restrictions

12 Configuration Training Lookup Rules What are Lookup Rules? Created to replace the old Group.cfg configuration method Applies to Folder Rules only

13 Configuration Training Filename Configuration Filename{language}{format}{filename format}{delivery}{splitting}.pdf Empty or missing brackets will defer that setting to the next available configuration

14 Configuration Training Hierarchy XML (Highest) Filename Folder/Lookup Batch/ Base (Lowest)

15 Task Tasks  Setup Process Rule to MFD File_Share.  Create Template Group  Using Filename Configuration create 3 Templates to MFD Share for PDF3, DOC & XLS.

16 Configuration Training Item NameDescription languageThe languages used in the source document. formatThe output format required. deliveryHow to deliver the converted document filenameHow to generate the output file name splittypeHow to split the converted document (split by page or barcode) splitatSupporting value for the split type deliveryaddressThe address to deliver the document to deliverysecurityAuthentication details for delivery Note: Field name parsing is case-sensitive. XML Configuration (MetaScan) Below are the common XML fields:

17 Meta Scan Fields Sample eBX XML files: PDF3 p 3 Page_Value_Split-%DD-%MM-%YY_%HH%mm%SS $ $ stureid Invoices $tfn$_$doctype$_%DD-%MM-%YY_%HH-%mm-%SS PDF3 folder c:\Accounting\$client$\$tfn$\$doctype$ PDF3,$enc$$fac$,$mpass$,$upass$ l cmp folder c:\Secure_PDF\ $name$_%DD-%MM-%YY_%HH-%mm-%SS testchart Archiving Encryption Accounting

18 Delivery Item {delivery code} Where: - for delivery via ftp - for delivery via ftp folder - for delivery to a network folder In eBX/eB3 MFDs:

19 Delivery Address Item {address format} $ delivery ftp \MetaScan FTP Delivery folder C:\Re-Rite\MetaScan_Output Folder Delivery

20 {format code} Document TypeCode Text PDFPDF1 PDF with low confidence substitutionsPDF2 Image on text PDFPDF3 Rich Text FormatRTF Microsoft ExcelXLS Hyper Text Markup version 4.0HTML Microsoft Word DocumentDOC Tab separated data (ANSI)TAB1 Tab separated data (UNICODE)TAB2 Comma separated data (ANSI)CSV1 Comma separated data (UNICODE)CSV2 Text file (Line break per line - ANSI)TXT1 Text file (Line break per line - UNICODE)TXT2 Text file (Line break per paragraph - ANSI)FTXT1 Text file (Line break per paragraph - UNICODE)FTXT2 {format code} Example PDF3

21 Filename Item {filename format} CodeDescription ${field name}$custom field value %YY4 digit year %Y2 digit year %MMzero padded month %Mun-padded month %DDzero padded day of month %Dun-padded day of month %HH24 hour-clock hour %H12 hour-clock hour %mmzero padded minute %mun-padded minute %SSzero padded second %Sun-padded second %Uuser name as specified in the EST XML file %ddepartment name as specified in the EST XML file %Ptemplate name as specified in the EST XML file $field name$ -%YY%MM%DD-%HH%mm%SS

22 {pdf settings} PermissionCode 40-bit RC4 Encryptionl 128-bit RC4 Encryptionh Change or edit comments and form fieldsa Document Assemblys Content Copyingc Page Extractione Filling of form fieldsf Changing the documentm Printingp High Quality Printingq PDF3,hacp,{permissions password},{document open password}, {pdf version} First letter corresponds to the encryption type/level Succeeding letters correspond to the PDF permissions to be enabled

23 PDF3,hacp,redmap,{document open password}, {pdf version} - Also known as the Owner Password - This allows the user to enable certain permissions in the output PDF PDF3,hacp,redmap,networks,{pdf version} - Also known as the User Password - Setting this password will stop unauthorized users from viewing the contents of the document {document open password} {permissions password}

24 Split Type Item {split type format} p Split TypeCode No Splittingn Page Splittingp Barcode Splittingb

25 Split At Item {split at format} p 3 Page Splitting b Barcode Splitting

26 Delivery Security Item {authentication format} administrator|XXXX FTP Delivery delivery tester redmap XXXX

27 Sample Meta Scan Template Archiving Encryption Accounting

28 Task Tasks  Setup MetaScan Template to Local Folder (via Share) including Fields:  Delivery  Delivery Address  Format  File Name (with date & time)

29 Configuration Training


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