Intelligent Document Capture with Ephesoft电子书

Intelligent Document Capture with Ephesoft

Table of Contents

Intelligent Document Capture with Ephesoft

Credits

Foreword

About the Authors

About the Reviewers

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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

Index