User Manual for Alchemy
Contents
1. Reform Designer Open the Reform Designer by going to Start gt Programs gt Reform gt Designer 2 Goto File gt New gt New Select the Alchemy FTM template and click OK ALCHEMY FTM Alchemy Purchase Order Form 3 When it asks if you would like to open a text file for designing select No 4 Next go to File gt Save to save your form Name it AlchemyPO FOM 5 You can now close the Reform Designer since we have our form which we will be using alongside the Workflow Designer to route the document Now that we have our form we can begin to create the desired Alchemy workflow using the Workflow Designer First the Workflow Designer must be started 6 To open it go to Start gt Programs gt Reform gt Workflow Designer 7 Once open we must go to File gt New Reform12 A Reform To Captaris Alchemy 6 Reform Workflow Designer ak Add Connector Vi Execute Reread Library L Save Save As Setup Work Flow Exit Process Output A 8 Select Document Automation and click Ok New Workflow Available Workflows Document Automaton Document Restrictons 9 You will now notice that your Inputs Processes and Outputs have been populated by the various plug ins you have installed Alchemy being one of the Outputs Reform12 L Reform To Captaris Alchemy 7 gt gt Input Form and File Process gt gt Output x eed Alchemy E Printer 3 S2. about configuring the logon account for the Reform 12 Spooler service please see the Reform manual Installation To install the Alchemy Plug in components download and run the installer Alchemy exe Step through the prompts and accept the User License Agreement The installation will begin Allow the installation to complete and then read on to the next section to learn how to set up Alchemy integration The tutorial assumes that your Alchemy server is currently configured and ready to accept incoming documents To configure the Alchemy workflow we will be using the Reform Designer to create a form from a template and then use the Workflow Designer to configure the form s destination Reform12 an Reform To Captaris Alchemy 5 Plugin Registration and Licensing When evaluating Reform 12 the plugins will also be in an evaluation mode for that period of time Once Reform has been purchased and licensed the required plugins must also be licensed in order to continue functioning correctly Please see the Reform 12 Licensing and Registration section of the Reform 12 User Manual for more information on how to license Reform 12 Plug ins After the license is entered the Reform Spooler will need to be restarted to refresh the licenses More information regarding the Reform Spooler Service can be found in the Reform 12 User Manual Sending Your First Document to Alchemy 1 First we need to create a form from a template using the
3. Reform To Captaris Alchemy 10 30 2009 form12 Captaris Alchemy Reform12 aa Reform To Captaris Alchemy 2 Table of Contents About THE Alchemy PINANG AA AA di eis ss 3 System Requirements ccccscsecsccsccecsececsccecsececsececsesecescseseceesseeecseeeceseetececseeeceeseeeeess 3 Hardware Bed MIO 0 as aaa daa ai ai o ai a A 3 O Lei FRO ED ES asis ia ii ii a i i i a aa a as 4 ITA Cel ON sera ira A a Ais i i a i i a a a eae 4 Plugin Registration and Licensing ccccceccsecssecsecesccseceecceuceseceeeeseceseeseceeeeeeeeeceeeeeeeeeees 5 Sending Your First Document to AlcheMy see aea ease ease aaa aaa aaa aaa aaa aaa aaa aa 5 MAMEN UNC S akiai retro iai i i ai i i i a A a a aa 17 FOUKE SNO O A EE A a 17 Reform12 Captaris Alchemy Reform To Captaris Alchemy 3 About the Alchemy Plug in The Alchemy plug in acts as a bridge between Reform and Alchemy Itallows you to archive documents processed by Reform into an Alchemy account for later retrieval The plug in is very flexible as it allows you to set up the Alchemy account with static and or dynamic values which allow you to better organize your documents FabSoft s Reform maximizes the integration with Captaris Alchemy by enabling automatic delivery of document information from any operating system application or device Whether a document is being printed from a host system scanned in using an MFP or copier or g
4. aveToFile 10 We can now start adding the necessary components to the workflow First drag and drop a Form and File object onto the workflow by clicking and holding your mouse on Form and File and then moving your mouse over to the workflow and releasing the mouse button Input Form and File 117 l From MOST BE Process g DAC You will be prompted with the following dialog Reform Setup Form and File 1 Form and File 1 x E Flease enter a description for Form and File 1 Description Alchemy Dermol Cancel lt Previous IL mih Captaris Reform12 Aetey Reform To Captaris Alchemy 8 11 Enter a description for the object you just added This is done by typing in the provided box Type Alchemy Demo and click Finish This will take you back to your workflow 12 Now we are ready to configure the Alchemy Demo form and input file To do so right click on the newly added object and select Configuration or simply double click on it E L H Alchemy D L Edit Caption Configuration Alan to Grid Delete Ctrl Del 13 You are now presented with the Input Setup window First we want to select the TextFile or data stream that our form will be using To do so you can simply begin typing in the box or you can browse to find it We want to select the AlchemyPO out file Click the small folder icon to bring up a window which will l
5. emarks or registered trademarks of their respective companies Reform12 sia
6. enerated by a user from an application Reform will capture the process extract the data and intelligently archive it to Alchemy With Reform s alternative input options more of your valuable information can be effortlessly accessed and easily shared company wide through Alchemy Reform can control directory locations as well as custom index information to simplify document retrieval Fast and easy access to important information is an extremely vital resource and Reform s integration capabilities to Alchemy let you obtain the most comprehensive document information archive to improve the workflow of your business operations System Reguirements e Reform 12 Enterprise or Reform 12 e Alchemy Plugin e For Evaluation and Demonstration Windows XP Windows 2003 Server Windows Vista Windows 7 or Windows 2008 Server 64 Bit Operating Systems are Supported e For Production Systems Windows 2003 Server or Windows 2008 Server 64 Bit Operating Systems are Supported All required Reform software downloads can be found at www fabsoft com gt gt Downloads section Hardware Requirements e Production System Recommendation These suggestions are only estimations High load environments may require multiple servers or additional hardware 1 Pentium 4 Processor 4 GB RAM HDD Space 100 GB Redundancy recommended Battery Backup UPS Dedicated server no other software products except for virus and security programs oe Reform12 ae Refor
7. et us choose that file Select the file and click Open A A Look in E Backups Oi ree fe fAlchemyP Oout My Recent Documents Desktop My Documents er My Computer m m File name AlehemyPO out Places i Files of type Cancel Cancel Previous Einish Reform12 d Reform To Captaris Alchemy 14 After choosing the text file you are taken back to the Input Setup page so that you can select a form Click the small folder icon to bring up a window which will let us choose the desired AlchemyPO FOM form file Select the file and click Open Browse Ei Ed Look in E Forms J F BR El AlchemyPo FOM Mu Recent Documents Desktop io Mu Documents ra Mu Computer 1 Mu Network File name AlchemyPO FOM Places Files of type tom Cancel 15 Now that you have both your Input Text File and Reform Form selected the setup of Form and File is complete You can guickly double check that the correct files are selected and then click Finish Input Setup Alchemy Demo A a a Form and TextFile to be used in the Workflow Please enter the form name and textfile name or browse for them Input Text File C Program Filas Reform Backups Alchemy PO out Reform Form Program Files Reformi Forms Alchemy PO FOM PLL d e ee Cancel s Previous ILE Reform12 eae Reform To Captaris Alchemy 10 16 You w
8. ill also be prompted to add a page break field to the forms At this point we want to select No 17 To finish the Alchemy workflow we want to add a Alchemy Output We use the same drag and drop procedure as with the Form and File see step 10 Take your mouse and drag the Alchemy object from under Output onto the workflow somewhere below your Input Once you release your mouse you will be prompted to describe Alchemy Type Alchemy Upload in the box and then click Finish Please enter a description for Alchemy 1 Description Alchemy Upload Cancel Previous tinh 18 Once you click Finish you are taken back to your workflow Your Alchemy will have a Red Caption because it is not yet configured To configure Alchemy you must first connect the Form and File object titled Alchemy Demo To do so first select the Add Connector button from the menu bar Next drag your mouse from the small x underneath Alchemy Demo to the small x above Alchemy Upload as pictured below When the connection is complete the connecter will turn black if red connection has not been made correctly try again and the Alchemy Demo caption will turn green Alchemy Upload Reform12 Ii Reform To Captaris Alchemy 11 19 You will be prompted to configure Alchemy upon completing the connection Click Yes If you chose not to you can also double click on the Alchemy object or rightclic
9. ion button to select fields populated from your form for all of the remaining attributes After each attribute click Next 28 You have completing configuring your simple Alchemy workflow Your 2 objects Alchemy Demo and Alchemy Upload should all be green meaning they have been successfully configured and the workflow is ready to be created a j Aichenw Demo Alchemy Upload 29 To make all the appropriate forms and changes the workflow must be executed This is done by clicking the Execute button bi Execute on the menu bar After execution you will be notified of the configuration that has taken place Click OK Completed configuring the workflow Alchemy Demo sends the data to Alchemy Upload Cancel 30 You can now close the Workflow Designer Your form has been saved in your default forms directory A backup of your original AlchemyPO FOM file has been copied to the Workflow Designer Original Forms folder in your forms directory Any permanent form changes should be made to this original form as it is used Reform12 MONDS Reform To Captaris Alchemy 16 throughout the form configuration process as a template If changes are made to the template the workflow will need to be executed again to make those changes to the generated forms 31 To test your settings and make sure that files can be uploaded first we should open the form with the Reform Designer Navigate to your Form
10. is is a required field Click Next Alchemy Wizard Please enter or select a value for Server Name To use a static value please type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Static ServerName or IP Address Dynamic Click here to select yariable dynamic information Reform12 Ig Reform To Captaris Alchemy 13 23 Set a Timeout The Recommended value is 20 seconds Click Next Alchemy Wizard Ea Please enter or select a value for Fameaut To use a static value please type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Static Ion Dynamic Click here to select variable dynamic information 24 The settings you have just entered will be used to communicate with Alchemy If entered incorrectly a message box will display any relevant errors If entered correctly and Reform was able to successfully connect to your Alchemy server you will receive a prompt to select a directory If you are having trouble retrieving the directory list please see the section for troubleshooting Select an available directory and click Next Depending on which directory you choose you will have different attributes at the next steps Alchemy Wizard Which directory would you like to submit the document to Reforminvoices Reform Bills of Lading Reform Purchase Orders Ref
11. k and select Configuration This configuration will step you through all the settings necessary for Alchemy to successfully connect to an Alchemy server and upload files The first piece of information is the file type you want your document to be archived with into Alchemy Select PDF File and click Next Type of file What type of file would you like to use PDF File TIF File rer 20 Next you will be prompted for information regarding your Alchemy Server If required please enter the Username for your Alchemy server and click Next If not required click the Skip button Alchemy Wizard FH Please enter or select a value for sername To use a Static value please type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Static Alchemy UserName Dynamic Click here to select variable dynamic information Reform12 MENS Reform To Captaris Alchemy 12 21 Next enter the domain of your Alchemy server and click Next If a domain is not required click Skip Alchemy Wizard XI Please enter or select a value for Doman To use a static value please type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Static Alchemy Domain Dynamic Click here to select variable dynamic information 22 Enter the Server Name or IP address of your Alchemy server Th
12. m To Captaris Alchemy 4 e Minimum System Requirements for demonstration purposes only 1 Pentium 4 Processor 2 2GB RAM 3 HDD Space 30 GB Hardware specifications depend greatly on the workload and throughput that is required Higher end processors and greater amounts of memory will increase the amount of information and data that Reform can process thus improving overall system throughput For load balancing or failover multiple servers can also be used Note A license for Reform and each plug in is required for each server running the software Before obtaining the server that you plan on utilizing for Reform please check the plug ins user manuals for System Requirements as well as they may require additional hardware For production systems we also recommend redundant hard drives utilizing the mirroring features of RAID Redundant Array of Independent Disks to minimize data loss and expedite system recovery in the event of a hardware failure Battery backups are also suggested to maintain system uptime and reliability in case of power failures Other Requirements e The Alchemy plug in for Reform v12 requires the Alchemy web services also known as the Alchemy Web Interface e The Alchemy server should be configured and on the same domain as the server running Reform 12 e The user logged into the Reform server and the Reform 12 Spooler Service should have administrative permissions on the Alchemy server For more information
13. orm12 ii Reform To Captaris Alchemy 14 25 Type in a static value for Document Title or use the Click here to select variable information button to select fields populated from your form Alchemy Wizard Hi Please enter or select a value for Document Title To use a static value please type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Static FO Dynamic Click here to select variable dynamic information Cancel 26 Select the field titled IssueDate from the list that appears The Document Title will be gathered dynamically from this field Click Next Alchemy Wizard Hi Please enter or select a value for Document De To use a static value please type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Static Dynamic Cancel Click here to enter static information Author izedBy John Penn branch Bangkak01 Brandlexus LEXUS BrandviB MERCEDES BENZ DealerName AUTOLUXURY CAR DEALER DealerName00 AUTOLUXURY CAR DEALER P LekusHP 2350 een 265 LexusModels LS460 L5460 65300 5300 LexusPrice 10 910 000 9 020 000 3 360 000 3 050 000 Reform12 Captaris Alchemy Reform To Captaris Alchemy 15 27 Continue to type in a static value for the rest of the fields or use the Click here to select variable informat
14. s directory and double click on AlchemyPO FOM When asked to open the associated TextFile click Yes Verify that the special fields exist on the right hand side of your form 32 Go to File gt Print in the Designer to send the document to Alchemy Lay Reformi2 Designer Unregistered ersion File Edit Objects Options Lookup Database Special Fields Wizards Help re LO Ti T ta x _X_ Pag Open 10 L r i r LJ i Ld Save Ctrl 5 Zl a TI PP Save AS Recent Forms fea Open Text File Close Text File Eg Setup Farm Properties a a RAA TA Audit Current Form and Its Link E a 0 Hae PIS Ge OR Ri a Load Font Package 8 f a vee Print Print Previews Ship Num Page Setup etion Company Inc ship Name K LI Ai Exit eee ee Now we want to log in to your Alchemy server the document should have been successfully archived into Alchemy If you are having connection trouble getting your document to upload please see the Troubleshooting section of this manual Reform12 eae Reform To Captaris Alchemy 17 Maintenance There are certain directories that need to be monitored for growth along with the Alchemy plugin for Reform 12 As a system processes more and more jobs the size of these directories can grow very quickly Overall system performance can be affected by the large amounts of space that the files may take up Obsolete files should be deleted according to
15. uest This web service is using http tempuri org as its default namespace Recommendation Change the default namespace before the XML Web service is made public Each XML Web service needs a unique namespace in order for client applications to distinguish it from other services on the Web http tempuri org is available for XML Web services that are under development but published XML Web services should use a more permane namespace Your XML Web service should be identified by a namespace that you control For example you can use your company s Internet domain name z part of the namespace Although many XML Web service namespaces look like URLs they need not point to actual resources on the Web XML Web service namespaces are URIs For XML Web services creating using ASP NET the default namespace can be changed using the WebService attribute s Namespace property TF WebService attribute is an attribute applied to the class that contains the XML Web service methods Below is a code example that sets the namespace to http microsoft com webservices c WebService Namespace http microsoft com webservices public class MyWebService implementation Visual Basic lt WebService Namespace http microsoft com webservices gt Public Class MyWebService implementation End Class Try running through the Alchemy tutorial again after successfully connecting Other company or product names mentioned herein may be trad
16. your needs and file retention specifications Itis recommended to monitor the following directories for growth Directories C Program Files Reform Backups C Program Files Reform Spooler lmageQueue Troubleshooting If you are having problems connecting to your Alchemy server using the Workflow Designer it is important that the server allows connections from your computer and service account The Reform 12 Spooler service s logon account must have access to the Alchemy server For instructions on how to configure the service account please see the Reform manual Open Internet Explorer and attempt to browse to the URL for your Captaris Alchemy Server http lt ALCHEMYSERVERNAME gt AuWebService AuWebService asmx Please verify sure you have access to this page If you are prompted with a login please login with the correct credentials These credentials may be required to be used with the Reform Service or entered into the Alchemy configuration depending on your environment When you connect successfully you should see the following Reform12 E Reform To Captaris Alchemy 18 a T tp 192 168 0 86 4uwWebService 4uwebService asmx X File Edit View Favorites Tools Help we che auwebService Web Service AN H gt Page G Tool AuWebService The following operations are supported For a formal definition please review the Service Description e EngineStatus IdentifyCaller e ProcessReq
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