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Table of Contents
Introduction.............................................................................................................................4 1.1 Purpose ..............................................................................................................................4 1.2 Scope .................................................................................................................................4 1.3 A Brief Introduction to Captiva InputAccel..............................................................................4
1.4 Architecture of Captiva InputAccel System......................................................................................4 2 Setting up the System .............................................................................................................6 2.1 Installation of software .........................................................................................................6 2.2 Licensing Captiva InputAccel Server.................................................................................7 ..................................................................10
2.6 Configuration of OCR module ...................................................................................................... 3 Using the System ..................................................................................................................59 3.1 Process-Flow Diagram.......................................................................................................60 3.2 Batch Preparation ..............................................................................................................61
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3.3 Using the Scan module ...................................................................................................... ...............................................................................66 4.2 Reading Barcodes .............................................................................................................81 3.5 Using the Multi module.......................................................................................................67 4.3 Using OCR-Captured Data................................................................................................. 3.6 Using the Index module...................................................................................................... 4.4 Image Quality Assurance while Indexing .............................................................................84 3.7 Using the Export module ....................................................................................................73 4.5 Validating Indexed Data .....................................................................................................87 3.8 Using the Rescan module ..................................................................................................75 4.6 Creating a Folder-Hierarchy in Documentum .......................................................................87 3.9 Viewing Log Files ..............................................................................................................77 4.7 Deleting Batches Automatically...........................................................................................88 3.10 Using Scansoft OCR ........................................................................................................79 4.8 Creating Log Files .............................................................................................................88 4 Different Requirement Scenarios.............................................................Error! Bookmark not defined. 4.9 Creating User Restrictions on Batches ................................................................................ 4.1 Segregation of pages .........................................................................................................80 4.10 Error handling..................................................................................................................91 5 Debugging a Batch ......................................................................................................................93 6 Monitoring a Batch.......................................................................................................................95 7 Error Messages............................................................................................................................ 8 Glossary.......................................................................................................................................97 3.4 Using the Image Enhancement module
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1 Introduction
1.1 Purpose
The purpose of this Document is to help the reader start using Captiva InputAccel to make workflows to scan, process and export documents. This Document will make the user familiar with the different modules used in the Captiva workflow and guide them as to how to use these modules.
1.2 Scope
This Document is to be used as a User-Guide for anyone who wishes to start working with Page 3 of 97 Captiva InputAccel.
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within InputAccel). A number of modules, when arranged in a particular sequence makes up an InputAccel workflow. The workflow starts with Data Capture which is accomplished Captiva InputAccel Destination Database through a Scanner which is attached to the Client machine or through file import from a Server Server network Windows file system. At a particular point in the workflow, a module which facilitates export of the scanned images to some database or file system comes into play. At this point, the InputAccel Server establishes a connection with the corresponding Database Server and exports the Data to the specific database.
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2.2
During installation of Captiva InputAccel Client, you will get four options of set-up Typical, Indexing only, Scanning only and Custom. In this case, select Custom and select all the modules you require. Please keep in mind that you should install the Process Developer module Server to create your customized IPP (InputAccel ProcessLicensing Captiva InputAccel Flow Project) files.
The instructions given here regarding licensing of Captiva InputAccel Server refer to the installation of Captiva InputAccel Client, you will be provided with listabove. of processDuring followed for the latest version of Captiva InputAccel Server - version 5.3 a and Scanners to choose from. If you have a scanner already installed on your system, For more detailed information, please refer to the Installation and Licensing Guide then chose that particular make and model of scanner from the list, otherwise select available with Captiva InputAccel Server installation. After both Captiva InputAccel Server the have No Scanner File Import OnlyInputAccel option. You can install on the and Client been installed, the Captiva Server has tothe be Scanner licensed with the system later on and select the correct Scanner Driver. proper license and activation files. Following are the steps to license the Captiva InputAccel Server. A pre-requisite for the installation of Captiva InputAccel Capture is the installation of Documentum Desktop Client 5.2.5 or later version on your system. 1. While installing the Captiva InputAccel Server, select the option Install Demonstration Licenses. We will install the full license later on after installation. 2. After installation of InputAccel Server and Client is complete, open the Administrator module. 3. A pop-up will appear telling the reader that he is using a demonstration license which is valid for 31 days and he will have to activate an activation file for the full Page 6 of 97 license. (Screen-shot is not available because replication of this scenario requires uninstallation of the existing license). 4. In the above pop-up, the user will then select an Activation file to load. (The Activation file is a .caf file which is provided along with the license file, which is a .lic file). 5. On selecting the Activation File, the user will receive a prompt for an Activation Key. If the user does not already have the activation key with him, he can click on a link below which will provide him with an online form. The user will fill up this form and submit it. The form will be received by Captiva Licensing and the user will immediately receive an email notification of the receipt of his Activation Key request. The user will receive the Activation key by 72 hours at the maximum (The time required actually has never been observed to exceed 24 hours). 6. On receiving the Activation Key, the user will enter the Activation Key by opening the Administrator module and the Activation file will be activated. 7. Next, the user will open the Supervisor module. Go to License Import from File
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The user will select the .lic file provided by Captiva Licensing. The licenses will be imported
from the file and loaded on the InputAccel Server.
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4. Next define a Name and Trigger level for each instance that you are including in your process.
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5. Now save the IPP file with some name. After saving it, you can now proceed to include code in your IPP file. The interface where you will enter your code will look something like this.
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6. The basic code that you have to include in each instance is the code which will route the scanned/processed images from that instance to the next instance in the workflow. This code is written in the Finish Event Handler of that instance and it is written in VBA (Visual Basic for Applications). The code in the Finish Event Handler is processed after the module has completed its function. The code will be something like this: Private Sub Scan_Finish(ByVal p As IASLib.IAS_RECORD_0) p.Index.InputImage = p.Scan.OutputImage End Sub We normally do not need to add any code in the Export Finish Event handler because it is Basic of an IPP error handling in the Export the last step in our workflow. But ifFig6. we wish tocode perform some Module, we will have to add code in its Finish Event handler. 7. Once the basic code has been written, save the IPP file. Now, go to File and save your compiled IAP file (InputAccel Process-Flow Project file). Make Page IAP11 of 97
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8. The next step is to install the compiled IAP file. This can be done in three ways from Process Developer, from Administrator module, and from Supervisor module. The screen-shots below show how installation of a process is done in these three different ways.
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The configuration of the process to perform these functions will be done as described hence. Select your process from the Administrator module by using this pathView all Processes Motor_Policy_001
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Fig 10. Selecting process for Motor-Policies in Administrator module In the right-Hand window, you can see the sequence of modules for this process. Following sections will describe how to configure each module Scan Module Here define the levels you want to display in your node tree during scanning. Levels identify the organization of pages and documents in a record.
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Now select the Event Actions for configuring actions for scanner. Event Actions helps you configure various actions to be performed during scan process like removal of Blank page(s) Fig 11. Selecting the Levels of the Node Tree scanned along with required documents, rotation of pages etc.
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Select Scanner driver to select appropriate scanner driver installed on machine to be used by Captiva and select the type of Scanner installed. Choose the particular driver that comes with you scanner installation . Incompatible driver may result in malfunctioning of the process.
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Select No Scanner File Import Only if you do not have a Scanner installed on your system.
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Selecting Driver and clicking OK will prompt Scanner property sheet for configuration. Configure Mode, Resolution, Scan mode- Simplex/Duplex, paper size and dithering options.
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Use the values given in the table to fill in the options for Scanner settings for the purposes of this process. Otherwise, fill them as required. Property Duplex Turnover OutputImage IA value Mode Resolution Page Size Dither Brightness Contrast Motor Policy Scanning False False OutputImage Black and White 200 A4 None Auto Auto Non-Motor Policy Scanning True False OutputImage Black and White 200 A4
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Next click on the Index tab. Select the options as depicted in screenshot attached below. Check the Do not index radio button and select Level as 0-Page
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Next go to the Auto Batch Creation tab and give a batch name schema. This schema will be followed for the naming of all the batches based on this process. For more information regarding the naming schema, refer to the Scan help document. The extension @(Now) seen below ensures that all the batches have a unique name. The name of the batch will appear asNewProcess_ITGI_08_date/month/year-hours.minutes.seconds
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Fig 17. Specifying the Batch name schema Image Enhancement module Now setup the Image Enhancement module by double-clicking on the ImageEnhance instance. IA module will enable the detection and capture of Barcodes from various documents scanned. The batches will have Barcode printed on the Covernote document that need to be captured and its value should be stored in index parameter for validation and export. First select a sample image and select the Barcode Detection filter from the (Filter Insert Barcode Detection) option
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Now select the properties of this filter and set them up in the following way.
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Another filter we need to select is the Deskew filter. This filter will straighten out skewed images.
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Next we have to configure the properties of this filter in the way shown below.
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Index module. Create 7 Edit type fields and configure them as shown. The function name in the Validate key field will be different for each field and will be named according to which function is called for validation of each field value. The first three fields will be Editable, while the rest of the fields will be Non-Editable i.e., the Editable checkbox will be cleared. You can see a variable @(SplitPolicy.Level2_Title0) being passed in the Validation Key for the first field. This variable passes the Barcode text to the Validation function.
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Use the values given in the table to configure the Indexing Fields. Field name Covernote no Level Fig 22. Configuring settings for Indexing Fields Type Editable AutoValidate Key Validate Edit True True Aux ProjecforValidation.ClassforValidation MyFunction0 @(SplitPolicy.Level2_Title0) Aux ProjecforValidation.ClassforValidation MyFunction01 Aux ProjecforValidation.ClassforValidation MyFunction02 Page 30 of 97 Aux ProjecforValidation.ClassforValidation MyFunction03 Aux ProjecforValidation.ClassforValidation MyFunction04 Aux ProjecforValidation.ClassforValidation MyFunction05
Registration no
Edit
True
True
Serial no
Edit
True
True
Contract type
Edit
False
True
Lateral name
Edit
False
True
Branch name
Edit
False
True
Hub name
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ProjecforValidation.ClassforValidation User Documentation MyFunction06 Table 23. Settings for Indexing Fields for Motor_Policy Batch.
Next we need to select the Quality Assurance check boxes from the Setup tab on the top left hand corner. We shall check one or more check boxes from the list shown below. The significance of these boxes is that checking any of them cancels the Indexing of the current record and sends it to Rescan for replacement or removal.
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Export Module We have used four instances of Documentum Server Export two for exporting the Covernotes (ExpCov & EXpCovHub) and the other two for exporting the Annexures (ExpAnx & ExpAnxHub). The two instances ExpCovHub and ExpAnxHub are to handle a special case, where we might want to store the documents in a different folder structure in Documentum. There might be a case where we can have an SBU without having a Hub. These two instances are included to handle this special case. First setup the ExpCov instance. First you have to login to the desired Docbase (Documentum Repository). In the Docbase option, select the shown option if you intend to export to a single Docbase. Otherwise select the desired Docbase.
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To enable to export of documents in required folder hierarchy in Documentum, configure the Objects options as described below. First create a list of following objects.
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Fig 26. Creating a list of objects to specify the Folder Structure. Set the mapping for each Object.Mapping identifies how the Levels created during scan stage will correspond to Documentum object during export. The first object is the dm_cabinet object. This object is a must, because in a Documentum Repository, everything is stored inside a cabinet. In its properties, we name a cabinet to which we wish to send our documents. In this case, the name of the cabinet is ITGI_Demonstration.
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Fig 33. Passing attribute values for the Documents inside a Policy.
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For setting up the ExpAnx instance, follow the steps described in the setup of the instance. The only difference is in the settings for the itgi_document object
ExpCov
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Fig 37. Configuration of itgi_document in ExportAnnexure instance. The setup of ExpCovHub differs only slightly from the setup of ExpCov .
While specifying the list of objects making up the folder structure, we need to include only three dm_folder objects instead of four. The values to be passed to the object_name attributes of the objects will start from Index.Level2_Index5 instead of Index.Level2_Index6.
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Consult the given table to map the attributes of the objects. Object name
dmcabinet
Attributes
object_name
ExpCov (Values)
User-defined
ExpAnx (Values)
User-. User-defined User-defined defined The differences between the setup of ExpCov and ExpCovHub are also applicable as the dm_folder differences object_name Index.Level2_Index6 Index.Level between ExpAnx and ExpAnxHub. 2_Index6 dm_folder object_name Index.Level2_Index5 Index.Level 2_Index5 Index.Level 2_Index4 Index.Level 2_Index3 (Index.Leve l2_Index1) _ (Index.Leve l2_Index2) Index.Level2_Index5 Index.Level2_Index5
dm_folder
object_name
Index.Level2_Index4
Index.Level2_Index4
Index.Level2_Index4
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dm_folder
object_name
Index.Level2_Index3
Index.Level2_Index3
Index.Level2_Index3
itgi_policy
object_name
(Index.Level2_Index1)_ (Index.Level2_Index2)
regnumber
Index.Level2_Index1
Index.Level2_Index1
Index.Level2_Index1
serialnumbe
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Index.Level2_Index2
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contracttype
Index.Level2_Index3
Index.Level2_Index3
Index.Level2_Index3
itgi_docum ent
object_name
Covernote.tif
New_Covernote.tif
New_Annexure.tif
doctype
COV
COV
ANX
instrumentty PL PL PL PL For validation of the data entered (either manually or automatically) during Indexing with pe the data contained in the P400 database, we require the registration of a custom-made DLL (ProjecforValidation.dll ) to enable the different Indexing fields to call their respective pagecount SplitDoc.Level1_Page SplitDoc.Le SplitDoc.Level1_Page SplitDoc.Level1_Pagecount validation functions. Besides, we require the creation of a DSN for count ODBC connection of count vel1_Pagec P400 Server with Captiva. ount First let us 2. discuss how to create a Motor_Policy DSN for ODBC connection. Go to Data Sources Table Object Attributes for Process Export instances. in your system from the following path Start (ODBC) Settings Control Panel Administrative Tools Data Sources
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You will see the following window. Click on the second tab System DSN.
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A list appears in a window. From this list, select the highlighted option Client Access ODBC Driver and click on Finish.
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In the window that appears, under the General option give a name for your DSN (In this case P400) in the Data Source name field.
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Now come to the Translation option . Check the single option available here
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ProjecforValidation.dll Now lets come to the registration of the DLL registration, the DLL has to be placed in a specific location. The location is given below
C:\WINNT\system32
. Before
Open the System32 folder and paste the DLL here. Now go to the ProjecforValidation.dll file in this folder and right click on it. You will see an option Register DLL Server. Click on this option and the DLL will be registered and be ready for use during Validation.
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Fig 46. Setting up zones In the Sample Image field, specify the image for which you wish to do OCR.
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Now we create a zone on which we wish to perform OCR as shown below in the figure. In case we wish to perform OCR on the entire page, we will select the Full-page zone option.
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Now click on the IAValues tab and select the options shown Return Recognized text in IAValue and As ANSI Characters. This will ensure that the recognized text is stored some variables of InputAccel.
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To run this process, the sequence of the modules which we have to run is something like this
Scan
Image Enhancement
Multi
Index
Rescan(Conditional)
Export
Of these modules, the Image Enhancement, Multi and Export modules do not need any input from the user. So they can be kept running continuously in the background. The Page 58 of 97 modules which the user will have to run manually are the Scan module, the Index module and the Rescan module (if it is required at all).
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Failed
Passed
Failed
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3.2
Failed
Batches would be made from the Policies, which have been registered through P400. Batch Preparation will be done in the following steps.
Documentum Repository Policy Export with Destapling: - The staples have to be removed from the pages to enable feeding into the Export module Passed
Defiling: - The customer records will be taken out from the cartons.
Yes
scanner.
Batch-Preparation Template: - The batches must follow the predefined template. The single-page Covernote (a page with a barcode on top) will always be the first page of each record. After the Covernote, will come the other pages of the record. The records are to be placed one on top of the other. A number of records placed in this way make up a Batch. Extreme care must be taken to ensure that the Barcodes printed on the pages are not damaged in any way and are Detectable by the system. Otherwise, the whole system might fail.
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Fig 50. Opening a New Batch Click on the New Batch tab and select the required process from the process list.
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Now place the Batch you have prepared in the feeder tray of the scanner and click on the Scan Pages tab.
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After all the pages have been scanned, click on the Close Batch tab. Your scanned pages will be saved in the server. In this way you scan as many batches at time as you wish.
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You can click on the Run All Batches tab to run all the queued batches, which are ready for the module. Or you and can click the Run You Single Batch tab a particular batch to Open the Multi module keep on it running. do not have to to doselect anything in this module. process. In the normal scenario, you would want to Run All Batches . Image Enhancement It will perform its functions automatically in the background. Just remember not to close will bethe done automatically. down module.
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Open the Index module by clicking on its shortcut. The following window will appear.
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Fig 56. Opening the Index module. In this case, too, you can click either on the Run All Batches or Run Single Batch tab as per your requirements. You would normally want to Run All Batches to process all pending batches on the server. The following window will appear in front of you.
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Initially, the focus will be on the Covernote field i.e., the first field. If the covernote number is there in the barcode text, then, if you press Enter, the covernote number will be populated in the first field and the focus will move on to the next field, the registration number. Press Enter again and the registration number too will be populated from the P400 database. Now the focus will be on the third field, the serial number field. Now if you press Enter, all the remaining fields will be populated automatically. In case the covernote number is not present, the first field will remain empty. When the focus moves to the second field, manually type in the registration number and the serial number. The validation will be now performed on the basis of the registration number and the serial number. After the validation is complete, keep on pressing enter to view each page individually or directly move on to the next policy by clicking on the Accept Task button.
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Fig 58. Automatic population of tab. Indexing Fields. Press Enter to select OK and click on the Cancel Task This will cancel the indexing of the Policy. When you open the Batch again, the next Policy will appear for Indexing. The next Policy appears in the window. Within the Policy, you can move on to the next page by pressing Enter. Or you can navigate the pages within the policy by clicking on the Next or Previous. Now if the data in the fields does not match the data in the P400 server, the following message box will appear.
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Image Quality Assurance If within the Policy, you find any of the pages unacceptable, click on any of the Image Quality buttons on the left-hand side of the window. And continue your Indexing. If at any time, you want to move on to the next Policy, click on the Accept Task tab. Continue with the validation of the other policies of the batch in this way.
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After selecting the Batch or Batches, exportation starts. You will observe the progress of exportation in this way. Fig 60. Opening the Export module.
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The images, which were rejected during Image Quality Control, are shown highlighted as shown. To scan another page in its place, place the required page in the Feeder tray and click on the Scan Pages button. To replace the image with an image imported from your Fig 62. Opening the Rescan module. local directory, click on Import and select the required page. To delete the highlighted page, right click on the thumbnail of the image and select the Delete option as shown. After replacing or deleting all the highlighted pages, close the batch. The replaced pages will be then inserted back into the workflow at the Image Enhancement stage.
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From this window, delete the batches that you have processed.
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As soon as you delete the batches, logs are created in your C:\ drive in a text file named Batchlog.txt. You can open this file to view details of your batches created and deleted. This file will contain the information of the names of the Policies and their export result. Fig 64. Deleting processed batches. The export result will be there for all your Documentum Server Export instances. 0 signifies successful export while -1 signifies failure in export.
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It is very often required that the scanned pages need to be segregated into documents, folders or other levels before they are exported to some Database. For this, we configure the Scan module such that it can recognize the start of a new Document or Folder or some other structure. We use separator pages to fulfill this purpose. There ae a niumber of types of separator pages. The ones most commonly used are Blank Page and Software Patch Code. The configuration of Scan module to perform segregation on the basis of Blank page and Software patch code is shown in the figure below. In this case, we have configured the Scan module to create a new document every time a blank page is encountered and a new folder everytime a Software Patch Code of type Page 79 of 97 Kodak T is encountered (There are three types of Patch Codes Kodak 2, Kodak 3, and Kodak T). In both the cases, the separator pages i.e; the Blank Pages and the Software Patch Code pages of Type T will be deleted from the batch (Since the Discard Page button is checked).
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Fig 68
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Fig 69 Next, we have to write code in our IPP file which will trigger the Multi module to perform ENGT010_20 User Documentation
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Next, we have to write code in our IPP file which will trigger the Multi module to perform ENGT010_20 User Documentation some action on the basis of barcodes detected. Suppose our requirement states that if there is a barcode on any page, we need to create a new document and delete the page with the barcode. The code in the Finish Event handler of the Image Enhancement instance will be something like this. Else Private Sub ImageEnhance_Finish ( ByVal p as IASlib.IAS_RECORD_0) p.Multi.Ready = 8 8 hold nodes without performing any action If p.ImageEnhance.Numbarcodes > 0 then the numbarcodes variable stores the number of End If End Sub p.Multi.Ready = 1 + 16 Barcodes detected on a page triggering Multi with value 1 means that you are triggering Multi to create a new Document
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Now, in the window that pops up, select one or more boxes. Also check the Bypass validation if any QA boxes are checked at runtime as shown below. Fig 70
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Fig 71 However before doing this, we first have to write code in our IPP file which will define an action to take if the user checks any of the boxes while indexing a page. If the user finds during Indexing that the image which he is indexing is a wrong image or a poorly scanned, he can send this image to the Rescan module to be replaced or rescanned.
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The first step in this Quality control is writing of code. We write the code in the Finish_Event Handler of Index instance. The code will look something like this. Private Sub Index_Finish(ByVal p2 As IASLib.IAS_RECORD_2) Lets assume that Index has Been triggered at Level 2 If strRescanReason <> "" Then Dim pPage As the IASLib.IAS_RECORD_0 send image to Rescan module Dim strRescanReason As String pPage.Rescan.InputImage = pPage.Index.InputImage Cancel the indexing of that page pPage.Index.Ready = 0 For Each pPage In p2.Tree.Pages Else strRescanReason = "" pPage.Sort.Ready =8 strRescanReason = CheckIndexFlags(pPage) The End IfCheckIndexlags() function checks if any of the checkboxes of Image Quality Assurance have been checked Next pPage
Now we will describe the function CheckIndexFlags() in Common Constants in the Module folder of our IPP project. Public Function CheckIndexFlags(pPage As IASLib.IAS_RECORD_0) As String Dim strRescanReason As String If pPage.Index.BentCorner Then strRescanReason = ", Bent corner" End If If pPage.Index.DoubleFeed Then strRescanReason = strRescanReason & ", Double feed" End If If pPage.Index.Delete Then strRescanReason = strRescanReason & ", Delete" End If If pPage.Index.Noise Then strRescanReason = strRescanReason & ", Noisy image" ENGT010_20 User Documentation End If
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If pPage.Index.Skewed Then strRescanReason = strRescanReason & ", Skewed" End If Next we will write some code in the Prepare Event Handler of Index, so that initially all the checkboxes for Quality Assurance are unchecked. If pPage.Index.TooDark Then strRescanReason = strRescanReason & ", Too dark" Private Sub Index_Prepare(ByVal p2 As IASLib.IAS_RECORD_2) End If Dim pPage As IASLib.IAS_RECORD_0 If pPage.Index.TooLight Then strRescanReason = strRescanReason & ", Too light" For Each pPage In p2.Tree.Pages End If pPage.Index.DoubleFeed = 0 pPage.Index.BentCorner = 0 If pPage.Index.WrongImage Then pPage.Index.Noise = 0 strRescanReason = strRescanReason & ", Wrong image" pPage.Index.Skewed =0 End If pPage.Index.TooDark = 0 CheckIndexFlags = strRescanReason pPage.Index.TooLight = 0 End Function pPage.Index.WrongImage = 0 pPage.Scan.ThumbMarks = 0 Next pPage End Sub
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After this, we will include a Rescan instance in our process and write code in it so that the images which are sent for rescanning are routed to an appropriate instance. Our coding part is over with this step. Now, after the process has been compiled and installed, we will configure the Index module as already shown. While running the Index module, if the user checks any of the check-boxes for any of the pages, these pages will be sent to the Rescan instance. The user will then open the Rescan module and replace or rescan the highlighted documents as required.
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ENGT010_20 User Documentation fields should be validated with some database or some other data source. Or we might be
required to populate the fields automatically from some data source. Or we might be required to add some specific validations such as Length, Type of data entered, etc. In order top do this, we enter validating statements in the Validate Key field of that Indexing field. In the process how the data will entered was validated against a we The sample first thing to do Motor_001 is to create , awe listsaw of objects which specify the object-types which table in a P400 in database. need to include our hierarchy. The objects are placed in descending order in this list. If we use our customized DLLs for validation, then we will use the Aux function to call the Now the names of the objects i.e; Cabinet, folders, sub-folders and document can be customized dll. Otherwise, if we are using predefined validation DLLs of captiva InputAccel, picked up in a number of ways. We can hardcode their values in the value field for the then the syntax of our validating statement will be specific for pages each Validating Function. The object_name attribute for each object, in which case, all the will be stored in a fixed different Validating Functions and their syntax can be checked out in the Index Help location. Or we can populate the object_name attribute of different objects with values Document. stored in InputAccel variables. In the sample process shown, we had populated the object_name attributes of the different objects either from hardcoded values or from values entered by the user in Indexing fields.
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ENGT010_20 User Documentation Creation of Log files is done solely through code. Log files can be created at any point in a
process just by writing the code for log-file creation and writing at that point in the IPP. A sample piece of code is given below
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Dim Username As String Username = p.Scan.ScanOperator Select Case Username Case "dop": p.IndexSD.InputImage = p.Scan.OutputImage Case "dop1": p.IndexSD1.InputImage = p.Scan.OutputImage End Select Fig 73 will be available for Indexing only As a result of this, the images scanned by user dop through the IndexSD instance. Our coding part is completed with this. Now in our IPP, we need to add some code which will check the username with which scanning has been done and then on the basis of the username, route the we images to thehim Now, when running the process, when a user logs in to the Index module, will make appropriate Index instance. The code will look something like this provide the Username, password and in addition, the Department name. This can be done by creating a shortcut of the Index module and passing these parameters in the target field of the shortcut.
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End If 2. Sometimes we might face errors during Export due to errors during Indexing. For example, the user might include a / or a \ symbol in an indexing field which has been mapped to the object_name attribute of some object-type, or he might leave an indexing field blank which had been mapped to the name of the Cabinet, or the indexing fields might be wrongly filled up with the same indexing field values as some other document, which would mean that we are trying to export the same document to the same location more than once. There is a variable defined for the EMC Documentum server Export module
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User Documentation ExportResult. If any error is encountered during export, this variable takes a value -1, otherwise its value is 0. We will handle these errors on the basis of this value. If the variable ExportResult has a value -1, then we will send the exported node back to the Inde module so that the user can correct the entries. This will be done through code, which will be written in the Finish Event handler of Export as shown below. 4. Often it is seen that an instance is wrongly triggered. This is especially true of instances of the Multi module. To remedy this, we add a line in our Multi instance, which will ensure If p2.ExportDoc.ExportResult = the -1 Then that it is triggered only once in process. pPage.Index.Ready = 1 pPage.Index.InputImage = pPage.ExportDoc.InputImage p2.Multi.Retriesleft =0 End If However, this can be done only if that particular instance has a requirement of being 3. A very only important thing remember is that while routing images from an Index instance triggered once in the to process. to any other instance, we always use the InputImage variable rather than the OutputImage variable. theyou OutputImage variable gives an node unidentified error. 5. Another common errorUsing is when try to access a higher level inside an instance triggered at a lower level node. You can access a lower-level node inside a higher level node p.Export.InputImage but the reverse is not= true. p.Index.InputImage For example
End Sub This code will give an error because you are trying to access a Level1 node from inside an instance triggered at Level0.
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5 Debugging a Batch
Following are the steps involved in debugging a batch. 1. Create a new batch from Administrator module as shown below
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75 3. From Process Developer module, openFig the code for this batch.
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ENGT010_20 User Documentation 3. Now Open this batch from the Scan module and run the batch. When the the point where
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ENGT010_20 User Documentation 3. Now Open this batch from the Scan module and run the batch. When the the point where
u had added breakpoints comes up, the control will move to the break point. You can then debug the code, using the F8 key to move from line to line. In the Batch List Window, double click on the batch name. We will see a window which will show us the progress of the batch.
6 Monitoring a Batch
We can use the Administrator module or the Supervisor to monitor the progress of a batch. In fact, the Administrator and the Supervisor modules can be used for all administration and monitoring work. Read the user guides of Administrator and Supervisor to learn about all their functions. To monitor a batch from Administrator module, we first go to the Batch List Window from View Or View All batches All Processes and then double-clicking on the specific process.
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7 Error Messages
The various Error Messages that you might encounter while running InputAccel are listed in a document named Error Messages. This document can be accessed from the Start Menu and will give you all the information regarding possible errors in InputAccel.
8 Glossary
Description Document Management System Polisy 400 Dynamically-Linked Libraries InputAccel Process-Flow Project InputAccel Process Visual Basic version 6.0 Module Definition File
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