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Intelligent Document Capture with Ephesoft Second Edition
Table of Contents
Intelligent Document Capture with Ephesoft Second Edition
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
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. A Quick Tour of Ephesoft
The user interface
Administrative features
Batch class management
Batch instance management
Folder management
System configuration
Reports
The operator user interface
Batch list
Review validate
Web scanner
Upload batch
File system
Summary
2. Creating a Batch Class
Creating a batch class in Ephesoft
Creating a document type
Training for classification and separation
Creating fields
Key/value extraction
Validation rules
Export
Copy Batch XML
Processing a batch
File upload
Starting a batch from other sources
Review and validation
Document review
Document validation
Summary
3. Core Ephesoft Features
Classification
Classification types
Search
Image
Barcodes
Automatic
One document classification
Confidence
Search classification
Barcode classification
Image classification
Automatic classification
Multiple layouts for a single document type
Fuzzy DB
Using Web Scanner
Uploading batches
Export
CMIS export
Establish a content model in your CMIS
Configure the CMIS Export plugin
Document type and property mapping
Global CMIS configuration
Database Export
Other export plugins
Configuration management of batch classes
Summary
4. Ephesoft's Advanced Features
Configuring other classification methods
Barcode classification
Image classification
Fixed form extraction
Creating a RecoStar project
Configuring the RecoStar project
Configuring Ephesoft to use the RecoStar project
Table extraction
Scripting
The workflow scripts
Triggering scripts when a field is edited
Triggering scripts from a function key
The application script
The custom workflow
Customizing batch class workflows
Writing a custom plugin
Adding a plugin to Ephesoft
The Web Services API
Enabling the Web Services API
The available web services
Invoice processing portal example
Creating the upload view
Creating the controller and calling the web services
Using the app
Summary
5. Tips
Troubleshooting
Logging
Monitoring batch progress
Examining the batch file
Restarting the batch
No blank forms available for training
Setting up Active Directory
An Overview of LDAP
Ephesoft directory server service account
Ephesoft directory server groups
Ephesoft Active Directory configuration files
server.xml
user-connectivity.xml
application.properties
web.xml
Active Directory troubleshooting
Setting up e-mail processing
Summary
A. References
Glossary
Common regular expressions
Commonly-modified Ephesoft settings
dcma-workflow.properties
dcma-batch.properties
dcma-cmis.properties
Index
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