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1. Step 8 The updating system window should be shown On the screen the setup program will start copying all necessary application files onto the computer on the destination directory that you choose on preview screen It also will copy all correspondence files to the windows system directory A blue progress bar will be shown indicating the process progress iz Automated Input Module Setup al Updating System The features you selected are currently being installed la ec Copying new files File todgub6 dll Directory C WINSBS SYSTEM Size 242640 a Wise Installation Wizard Step 9 Once the setup program had copied and registered all necessary files into the system and the application directory the Automated Input Module installation had finished In some system the operating system will ask for a reboot Windows 98 Windows 98SE Windows ME in other it will not be necessary Evolusoft Page 12 of 97 lus oft Automated Input Module Guide f Automated Input Module Setup Automated Input Module has A been successfully installed Click the Finish button to exit this installation Step 10 In order to start the Automated Input Module application go to the Start button choose Programs then look for the link Automated Input Module and click it Microsoft Outlook Microsoft PowerPoint Open Office Document Microsoft Word fee MS DOS Prompt fal Outlook Express EX
2. s Edit Template Parameters K x General Methods Image 1 Page Separator Cordinates bererrrfrererrtrrirrty Template Batch name MANY FILES Form Name many files Scanner OCR Page Separator BUIC MICR Files Archive Evolusoft Page 44 of 97 olusoft Automated Input Module Guide Deleting a Batch Template In order to delete a batch template we only have to click on the trash button located on the General tab D Click to delete a batch template Modifying a Batch Template Once when we have loaded the Edit Template Wizard we have the same options that we did on the NEW Template Wizard In order to modify the template we go through the same parameters that we describe on the CREATE NEW TEMPLATE section on this chapter Once we have set and correct all parameters we click on the ACCEPT button green check mark in order to update our template If the update process complete successfully we should receive a confirmation message UL Process completed Evolusoft Page 45 of 97 G volusoft Automated Input Module Guide Assigning a Batch Template In order to assign a template we choose Assign Template to Folder option form the Template menu We use this option when we have two folders with the same index structure and we do not want to create the template for different folders So what we do then is to assign a template to other folder E Automated Input Mo
3. Once the uninstall program has finished removing all files from your system The Uninstall successfully window will be shown Click on the FINISH button to close the uninstall program In some system you will be asked to reboot your system in others will not be necessary is Automated Input Module Setup fol x ZI Automated Input Module has been successfully uninstalled Click the Finish button to exit this installation Evolusoft Page 17 of 97 hare A I Module Gui G usoft utomated Input Module Guide Chapter 3 Getting started with automated input module Introduction This chapter is intended for new user of Automated Input Module It describes the basics of configuring up a connection between AIM and DocuManager or Secure Archives server Remember that before setting up AIM you must have a valid license to use this product and also you must have an active account If you do not have an account on DocuManager or Secure Archives application server please contact your system administrator Subjects of the chapter include e Configuring Automated Input Module e Login into DocuManager or Secure Archives severs using AIM e Logout from DocuManager Server or Secure Archives server Evolusoft Page 18 of 97 G lusoft Automated Input Module Guide Configuring Automated Input Module Once the Automated Input Module AIM is started the General Parameter window will be shown This windows is use to setup all require
4. Coordinates button Once we click the coordinates button the next window will be shown Evolusoft Page 37 of 97 G usoft Automated Input Module Guide Setting of coordinates Field SUBJECT S canner Select the area that contains E the held value Left Margin Top Margin Width of area Height of area Test OER Results of Test On the setting coordinates windows we have to load the file in order to set the coordinates for extracting the index value by the OCR method We can either load a scanned document by clicking the OPEN TIFF EXAMPLE button or you can scan directly to this window by clicking the SCANNER button E 00363532 tif Es 00363838 tif E 00363344 Es 00363833 tif Es 00363839 tif l 00363845 Es 00363534 tif Es 00363840 if Es 00363846 Ea 00363835 tif Es 00363841 tif l 00363847 E 00363530 tif E 00363836 tif Es 0363842 tif Es 00363848 File name 00363827 tif Files of type TIFF Files tif Cancel T Open as read only Ze Loading image by clicking the Open Example Tiff button Evolusoft Page 38 of 97 G lus oft Automated Input Module Guide Me HP Scanjet Scanner Source x Image Type Bia Phot Final Scan Scanning image by click the Scanner button Once we have loaded the example image we have to draw the text zone for OCR with the mouse by pressing right click button and hold down while we select the area Settin
5. On this screen we have to browse for our source file and define how data is separated or defined on our file Evolusoft Index Extraction Wizard Select the data source path and value separator Details of opened File Type File Name Field name in First row Separator Tab f Comma g i Blank space i Other Einish Page 52 of 97 volusoft A utomated Input Module Guide We need to click on the BROWSE Ql in order to load the search file window My Docu tE My Computer z File name les Files of type Excel Files x Cancel En Open az read only We will use a MS Excel file as a source file Ed Microsoft Excel e xls 1687 File Edit View Insert Format Tools Data Window Help Arial 710 B Z A 8 W EE O A EA EITAS CAE TE 448 100 E A131 BE aca a A A E A A F i Evolusoft 97 00365022 001 05 02 2002 10474 13 10 16p 97 366 c temp 00365022 001 98 00365023 001 08 02 2002 10475 15 04 16p 91 316 c temp 00365023 001 99 00365024 001 05 02 2002 10476 17 10 42p 116 480 c temp 00365024 001 1100 00355025 001 06 02 2002 10477 19 12 35p 84 618 c temp 00365025 001 101 00365026 001 06 02 2002 10476 21 02 17p 76 074 c temp 00365026 001 102 00365027 001 07 02 2002 10479 23 05 40p 144 008 c tempW0365027 001 1103 00365028 001 06 02 2002 10480 25 03 13p 117 448 c temp 00365028 001 1104 0036
6. On this screen we set the image processing parameters and documents generation properties Image Processing Align Image We set this parameter in order to align the image if it get moved while scanning process Batch Template Wizard Set Image processing parameters and document generation properties Image Processing e Align image Rotate image Rotate Direction E E IA I J ua i a a Mew Document f Blew document each it Pages J Fage Separator e Document Mame Prefix Dory Increase lt Finish Rotate Image We set this option if we want to rotate the scanned image an amount of degrees It is used when we scan landscape pages Rotate Direction We use together with Rotate Image option to define how many degrees we want to rotate the image New Documents We set this option to decide how many pages will make one file by setting the number of pages on the Pages field Evolusoft Page 34 of 97 G usoft Automated Input Module Guide Document Name We set this option to change the default values for the automatic naming documents To enable this options we check the NAME DOCUMENT if we want to decide the naming for scanned documents we uncheck this option Prefix We set this option to define the prefix for the scanned document Increase We set this option to define the step number for the scanned document If we set this field to 1 the increase amount per file wil
7. 7 In other version you may not get this message so you need to go to the menu bar and click on BATCH then choose Process Batch E Automated Input Module Session view Templates Batch Input windows Help 23815 a E E e gt Open Structure Information a c El MOISES GALVEZ Close Input a Bl 4lM_INSTALABLE A BASEDEDATOS Process Input al ff Delete Input Row pun INSTALABLE Mi MEGA i Delete All Rows Input ff OCRBATCH Ea Transfer eq Scheduler Transfer El l IERAPTEZ Evolusoft Page 85 of 97 G us oft Automated Input Module Guide STEP 4 Once we select or decide to process our batch package the following window will be shown We will be able to see the number of files that has been processed together with a progress bar O Processing file 66 TTT 31 STEP 5 The AIM application will start loading all image files into the image viewer and simultaneously will load all indexes values using the method that we have defined on our batch template If you click on each record or line the image file will update the window to the corresponding or related image El Input indexes 00364926 P Pcbes 20 Gatides motisfact sin antecedent a fey Line de maiji mlm Slaten electiva Ta Liga ilin Llei ieee a la qe se i prarimal 2 2 Eo oct IS xl A A Sees E 0035492601 07 02 2002 10376 21 03 27p 73 354 00354327 06 02 2002 10377 23 10 37p 98 828
8. AIM21 MSI and double click it to start the setup program Exploring AIM_CLIENT_ Mi ES File Edt View Go Favorite a Ga Back Porter Up Address DAIM CLIENT _ SETUP 2 objectis Step 2 The installer window should be shown indicating that the setup program is running The process will takes few minutes because the installer will check your system in order to avoid any error during the main installation process Windows Installer Preparando la instalaci n Cancel Evolusoft Page 9 of 97 G us oft Automated Input Module Guide Step 3 Once the installer had checks your system the welcome window should be shown Please take some minutes to read its content in order to avoid further error messages Press on the Next button to continue PS Automated Input Module Setup Welcome to the Automated Input Module Installation Wizard It is strongly recommended that you exit all Windows programs before running this setup program Click Cancel to quit the setup program then close any programs you have running Click Next to continue the installation WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law i Cancel Step 4 The License Agreement window should be
9. Associate Template Folder x Cabinet AIM_INSTALABLE Folder BATCH Template Parameters Details i Mame FILES_BATCH A Form Marne FILES BATCH Creation date 0992002 11 23 05 AM Batch Date 011 1900 File Type Image Files Scanner type FILE Method OCR New template assignation FILES _BATCH to this folder partially filled Y x Evolusoft Page 47 of 97 G us oft Automated Input Module Guide If we want to review or change any coordinates or default value we can do it on the DETAILS tab You are allowed to change any index values with out affecting the source template Since we are just copying information from the template source in order to create a new one 4 Associate Template Folder SS x Cabinet AlM_INSTALABLE Folder BATCH Template eaten 1 bet Se a E aE EE EEEE EE EEEE ii al aM a gt SJ Index Mame Begin End rt Method Page E ENE P subIECT gt ftandard fs fimorecha oo poo a pp mionumpecimaLes Standard 1 525 mohor Standard fai JJINDNUMSINDEC Standard SO New template assignation FILES _ BATCH to this folder partially filled Y x When we have finished defining or associating a template we have to click the ACCEPT button to save our template information You should get a confirmation message of a successfully update Evolusoft Page 48 of 97 hare A I Module Gui G usoft utomated Input Module Guide Chapter 6 Input concept
10. Automated Input Module Guide STEP 7 Y _ g On this example we will process all image files So we press the select all icon FB Select files xx Path C Program Files Automated Input Selected files 10 Files Tppe TIFF BMF JPG PCEXx TIFF DO3E30 2 7 bk OOSE382 7 IF MS BMP MS GIF 5 PLA mundo bmp Solar Eclipse jpa troy i troytece 1 0 has Then we need to click on the ACCEPT button green check mark to start processing all image file If for any reason you get this message box You need to check access permission on the source file path Automated Input Module x ES Path File access error Unable to read or write the specified File Unable to display image Evolusoft Page 69 of 97 G lusoft Automated Input Module Guide STEP 9 The AIM application will start loading all image files into the image viewer and simultaneously will load all indexes values using the method that we have defined on our batch template If you click on each record or line the image file will update the window to the corresponding or related image On the index information window you can see the total of image processed Also you can see the cells color definitions yellow for cells with errors and white for cells without errors biopsii muro cA los p rerica 2 Index information x ME SUBJECT INDFECHA sr eer al EM 11 Oct 2002 GENERAL DOCS 111
11. Name le xis Blank space Other il Table or path name z temp e xis Evolusoft Page 58 of 97 volusoft Automated Input Module Guide Modifying an Input Template Once when we have loaded the Edit Template Wizard we have the same options that we did on the NEW Template Wizard for Input In order to modify the template we go through the same parameters that we describe on the CREATE NEW TEMPLATE for Input section on this chapter On the Data Source tab we will find information about our template In order to modify this information we need to click on the Association Tab On this tab we can change our source file by pressing the BROWSE button 4 we can change our Excel columns Folder Indexes relation We can delete any unwanted index by pressing the trash icon e Template Input Name EXCEL FILES ITEMS LIST x Data Source Association Select files Folder Association C Text file Excel File A E7 e w S Folder Indexes Path Index _ SUBJECT FE INDFECHA INDNUMDECI INDHORA INDNUMSINDE O Table Select table OO SOOO Once we have set and correct all parameters we click on the ACCEPT button green check mark in order to update our template If the update process complete successfully we should receive a confirmation message Deleting an Input Template In order to delete an Input template we only have t
12. New Office Document windows Update windows Explorer Programs Automated Input Module Favorites Documents Step 11 Where to go now Once you have finished installing the Automated Input Module into your computer then you should read the Chapter 3 Getting Started with Automated Input Module Evolusoft Page 13 of 97 volusoft Automated Input Module Guide Chapter 2 Uninstalling Automated Input Module Step 1 In order to remove the Automated Input Module from your computer you must use the ADD REMOVE program that is locate on the control panel on your system Click on the start button choose Settings then choose Control Panel A list of program will be shown look for the one named Add Remove Programs and double click it A list of all installed programs on your computer will be shown E3 Control Panel ioj ES File Edit View Go Favorites Help a y E s e gt 0u Baro Back Forvard Up Cut Copy Paste Undo Address E Control Panel O Date Time a Controllers Accessibility Add New PERE ptions Hardware z A Display Find Fast Sh SS ES 9 a Internet Keyboard Mail Modems Options ere a a ae ma z 5 My Computer VW Control Panel Add Remove Programs Sets up programs and creates shortcuts Step 2 A list of all installed programs on your computer will
13. Once we have finished assigning index value we click on the NEXT button to continue If you need to correct any settings you always have the BACK button available to go to previews windows and make any corrections Index Extraction Wizard p The Index Extraction Wizard has Finished collecting information a 0 AS 24 Es EF ni a PHH Fe EE oe pa Son SERE 5 a os us ign spt foe c E 3 ee a 8 a 8 a PER E rs E a Pa Pal EE e Ea E oa a E E EEE copper Se f Help Cancel lt Back ext Finish Evolusoft Page 55 of 97 G lus oft Automated Input Module Guide The template will be send to the server you should see a small progress bar and you must receive a Process Completed message Input Template Wizard EA Next time you choose the same folder a list of all templates for this objects will be Shown in order for you to choose one If you want to create a new template then click over the menu bar the option TEMPLATES then choose Templates for INPUT then choose New Templates The Wizard Template will be loaded Evolusoft Page 56 of 97 Y I M le 1 G lusoft Automated Input Module Guide Editing a batch template If you wish to make any correction of coordinates or default values or anything on a templates that already exists we have to edit the template When we are editing the template
14. batch package By pressing the BROWSE button to locate this files IA Select files x Fath C Program FilestAutomated Input Selected files STEP 5 File Type Once we press the BROWSE button we need to find our source file by double clicking the folder structure Path for Select Files Files Type x File name El List files of type Folders c progra 1 automa 1 o gt oc PROGRA 1 Es AUTOMA 1 EJ Batch EJ DataServer ES Input Cancel Read only Drives TIF Files tit c Local Disk Network Evolusoft Page 67 of 97 G us oft Automated Input Module Guide STEP 6 Once we have found our source file path We need to press the button OK from the previews window in order to load all image files into the Select File window On this window we will have some options on the menu bar available Select all image files unselect all image files s a je le Delete selected image files Delete unselected images files IB Select files x Fath C Program Files Automated Input l Selected files 10 Files Type TIF BMP JPG PCE TIFF 00363827 bk C OOS6382 7 1F C MS BMP MS G1F C Solar Eclipse jpg C tro E ihe l troytec 10 fax Y xi When we have loaded all images we can decide which image to process and which not by using the icon command from the menu bar Evolusoft Page 68 of 97 G usoft
15. button If you want to accept the default value just press the NEXT button Important They only way to change the destination directory is by pressing the Browse button you are not allowed to type any destination path this is by design in order to avoid any typing error Automated Input Module Setup Destination Folder Select a folder where the application will be installed A j 0 The Wise Installation Wizard will install the files for Automated Input Module in the following folder To install into a different folder click the Browse button and select another folder You can choose not to install Automated Input Module by clicking Cancel to exit the Wise Installation Wizard Destination Folder C Program Files 41M Browse Wise Installation Wizard i Cancel Step 7 The Ready to install window should be shown On this screen you are able to go back to correct or to review any setting or value before the installation start by pressing the BACK button If you are sure that all install information is correct then press the NEXT button to continue Evolusoft Page 11 of 97 G lus oft Automated Input Module Guide iz Automated Input Module Setup Ready to Install the Application A Click Next to begin installation ld eo Click the Back button to reenter the installation information or click Cancel to exit the wizard Wise Installation Wizard i Cancel
16. check You must have a scanner specially design for scanning check IT must be of BUIC type Examples DIGITAL CHECK TS 400 Files Type We choose FILES type when we have scanned all documents already Remember that if you have defined an OCR area to extract index values then all documents must have the same format and size Batch Template Wizard Select the input File type to import From File Type f Image Files Tiff JPEG PCS BMP Excel XLS File 7 ML Documents O FPDF adobe Acrobat FREER ori 88 TXT Text Files Se Doc Word Documents ma Finish Once we have decided the batch type we click on the NEXT button to go to the next parameters screen On this window we set the file type that we are going to process Evolusoft Page 31 of 97 hare A I Module Gui G usoft utomated Input Module Guide Image Files We choose this options if we are going to work with images files like tif tiff jpeg pcx bmp If you want to extract index values from these images they must be in Black and White format and must have the same form type You can also load different type of image files but then you must type your index values We will see this situation further more Excel Files In order to process an excel files you must have installed on the same computer Microsoft Office 2000 Since you will need some special components that only come when you install this product TXT Files We choose t
17. cutempi00564334 001 10 00364935 001 05022002 10355 39 04 36p T312 ctemp 0364935 001 11 00364936 001 12 04 2002 10386 41 10 40a 144 295 co MtempiD0564935 001 12 00364937 001 05022002 10307 43 10 14p 120 016 ctempiD036493 001 13 00364939 001 OF 24002 10300 45 01 59p 196 902 ctempi00364930 001 00364939 001 07 02 2002 10389 47 06 34p 102 656 cotempy0s64959 001 4h ele Jal da When you work with excel files you may encounter problems with the data format type They may not match the data format type that you have defined for your folder indexes We recommend that on the excel file you define you data of text data type to avoid any mismatch Evolusoft Page 82 of 97 G ylusoft Automated Input Module Guide When we defined our excel template we match each column with our folder indexes Also we check the column that represents the image file path Index Extraction Wizard l Assign the data source Fields to the Secure Archives DocuManager Folder Index Folder Indexes SUBJECT INDFECHA 7 J Help Cancel lt Back Mext gt Finish STEP 1 We have to select the folder on which we want to place our input file package Then we go to the menu bar click on INPUT and choose NEW E Automated Input Module session View Templates Batch Input Windows Help y a E pal EE E gt Open E Save Input o MOISES GALVEZ at a El AlM_INSTALABLE T E BASEDEDATOS En Process Input E SUN f
18. development This User s Guide will provide you with general information about document management images and describes the characteristics of the Evolusoft Automated Input Module it explains how to install the software and teaches you how to accomplish several batch processing documents between this product and DocuManager or Secure Archives application server Evolusoft Page 3 of 97 G usoft Automated Input Module Guide INTRODUCTION Batch scanning is the technique that consists of placing a stack of documents in a scanner input tray and scan a group of logically connected documents together in folders or documents Evolusoft Automated Input Module AIM offers several solutions for batch scanning Batch scanning software is designed to allow scanners to run unattended and create certain levels of automatic indexes These values are used to create primary index information It is usually more cost effective to spend time preparing and batching the documents prior to scanning studies show that people can batch 750 1 000 sheets an hour depending on the levels of activity needed remove from envelopes unfold remove staples and some repair and then scan the extra pages instead of scanning and looking at each document for indexing Scanners takes around 1 3 seconds per page to digitize the document by the time the operator has looked at the image and located and keyed the index data 20 seconds may have passed In this time a
19. following window So when we process our batch of images files all indexes for each image will have the values that we set Batch Template Wizard i Set index names and document coordinates khat the index extraction method will use e AA E it mE a a erian el TT ae aA 1 ot h gt Tii A Y au he ets i E A Rae ES les ia J be Tra A pee ps EA F Lt a cr are Pl A fee SA fo oe Oo Onl eee F e voce Up pez al wl a gt fo J dika I Pee ee ee pp E 0 sassy E raras Begin End Method Page Value Standard GemeralDocs o fade poo INDNUMDECIMALES Stamdard 35025 INDHORA Stadt JINDNUMSINDEC Standard S Cancel lt Back Next gt Finish Evolusoft Page 64 of 97 G ylusoft Automated Input Module Guide STEP 1 We have to select the folder on which we want to place our batch file package Then we go to the menu bar click on BATCH and choose NEW If we have created a batch template for this folder we should get a list of them in order to choose one Otherwise we will receive a message box indicating that there is not any template created for this folder so it will load the Wizard Template for Batch amp Automated Input Module Session View Templates Batch Inpuk Windows He S ewe E E Ll Open ae El MOISES GALVEZ AlM_INSTALABL LL BASEDEDAT Ez Process Batch Close a Delete Row Fak Delete All Rows E
20. me 0035492801 06 02 2002 10378 25 10 48p 80 956 00364925 07 02 2002 10373 27 04 45p 39 458 mp 00354930 04 05 02 2002 10380 25 10 24p 115 206 EROU 12 04 2002 10381 31 10 40a 80 106 gt Celle color definitions Total 130 without error with eror 130 Folder Location AlM INSTALSBLE SALES Evolusoft Page 86 of 97 G lusoft Automated Input Module Guide If you don t see any images at all Please CLOSE the input confirm that you don t want to save it Check on the excel files the column that contains the image path and make sure that it is a valid path Process the input package again On the index information window you can see the total of image processed Also you can see the cells color definitions yellow for cells with errors and white for cells without errors Once the AIM application finished to process all the Microsoft Excel source file it will load all images and the list of all the indexes values To see the related image just click on the row and the images will be updated automatically In order to check all cells for errors we have to make use of the cells icons It use to refresh the image on the image window E4 It use to check all indexes on the batch package It use to check just one cell on the indexes grid It use to check jut one line of cell on the indexes grid For date type indexes please check on the date format or try typing another date format to see which one the index accept as a
21. shown Please take some time to read carefully your license in order to avoid any law violation If you do not agree with this license check on the proper radio button otherwise check the I agree radio button and press NEXT to continue with the installation g Automated Input Module Setup License Agreement You must agree with the license agreement below to proceed LICENSE AGREEMENT FOR THE FINAL USER LICENSE FOR EVOLUSOFT AIM CLIENT THIS IS IMPORTANT READ VERY CAREFULLY This license agreement for the final user constitutes a legal agreement between yourself whether the person is a natural or z accept the license agreement do not accept the license agreement Wise Installation Wizard Reset lt Back Cancel Step 5 The User information window should be shown Please type in the company and the organization information on the correspondence fields Once you are finish typing press the NEXT button to continue Evolusoft Page 10 of 97 G lus oft Automated Input Module Guide ie Automated Input Module Setup User Information ls Enter the following information to personalize your installation le 1908 Full Name Organization evo LUSOFT Wise Installation Wizard lt Back Cancel Step 6 The Destination Folder window should be shown On this window you are able to change the destination directory for this application by pressing the BROWSE
22. this field you must type your username the same one that you use when you login into a DocuManager or Secure Archives application server You can use either lower or upper case Remember that you must have an active account General Tab The General tab is used to setup the startup screen once you start the AIM application iol x Session view Templates Batch Input Windows Help S ps OE le Ti General Parameter x E Directory 1 e Connection 1 a sam Gens nas Show Elements M Structure windows when session start Windows dialog before scan Language ENGLISH Batch not Active A Structure window when session starts Check this option if you want the program to load the DocuManager or Secure Archives file structure when you login into the AIM application If for any reason during your AIM session you loose the file structure click on this icon located on the menu bar in order to load it back again ls Click to load file structure Evolusoft Page 21 of 97 G lusoft Automated Input Module Guide Window dialog before scan This option is used to load the corresponding scan windows The one you set all scanner parameter before scanning a document This window will be according to the scanner model you have installed on your computer Language On this option you are able to set the language you prefer to work with You can choose from English Spanish French German and Portuguese Once se
23. we want to transfer We can do this by clicking on the list control that is located over the calendar If for some reason you cannot see any batches or input name please exit this application and load it back again Once we have set all our parameters for the scheduler transfer we must left this application running We can close the AIM application but again we cannot close the scheduler transfer application You can minimize the application in order to use you computer with other application fh automated Inpu HH Evolu Scheduler 418 al lg 3 46 AM Evolusoft Page 80 of 97 hare A I Module Gui G usoft utomated Input Module Guide Chapter 8 Introduction On this chapter we are going to create an input file package using a template that we have already created We are going trough a step by step procedures in order to guide you easily trough the processing of an input file package Remember that you must have an active account to a DocuManager or Secure Archive server Also you must have installed on you computer the Automated Input Module If you have not created any template please refer to the CHAPTER 5 on this guide The success of a good input file processing depends on the template that we are going to use If there is any error on the template it will be passed to the input file package Evolusoft Page 81 of 97 Gv olusoft Automated Input Module Guide Creating an Input file package For reference we
24. will look of the parameters that we set on the Input template Our Input template name is Excel General Docs Input Type Files File Type Microsoft Excel sheet When we build up our template to process Microsoft Excel files we match our columns with our folder indexes Remember that always there must be a column with the image file path You can process any excel file with out a related image This means that you cannot load only indexes values without a related image Here is the source file a Microsoft excel sheet As you can see we have column with data and the last column has the related image file path Ed Microsoft Excel e xls i Ioj x 147 File Edit wiew Insert Format Tools Data Window Help xj Arial 10 B z u aam 8 80 EtE 20 d A me a S S6QY sBBSlo o S vw 2 144 100 E CA A EA i A 1 00364926 001 OF 24002 10376 21 05 2 p 79394 ctempU0sb4926 001 2 00364927 001 060272002 10377 23 10 37p 96 620 cctempW0sb492 001 3 100364928 001 060272002 10378 25 10 40p OU 956 ctempi0056439 45 001 4 100364929 001 OF 24002 10379 27 O4 46p 39 450 cotemp0sb4929 001 5 100364930 001 05022002 10380 29 10 24p 119 206 ctempi00364930 001 6 100364931 001 12 04 2002 10381 31 10 40a OU 106 ctempi003643931 001 F 100364932 001 OF 24002 10382 33 06 01 p 144 020 ctempiD0364932 001 8 100364933 001 050220072 10383 35 05 02p 89 342 ctempi00564933 001 9 00364934 001 05 0 2200 2 10304 37 05 02p 64 852
25. 0ct 2002 ee 030 5 E GENERAL DOCS 111 0ct 2002 350 25 10 30 50 GENERAL DOCS 11 0ct2002 350 25 10 30 50 GENERAL DOCS 11 0ct2002 saia 10 30 50 GENERAL DOCS 11 0ct 2002 350 25 10 30 50 Cells color definitions Total 3 without errar with error 9 Folder Location Z3 de felis de lean E a To lm e In order to check all cells for errors we have to make use of the cells icons It use to refresh the image on the image window It use to check all indexes on the batch package It use to check just one cell on the indexes grid It use to check jut one line of cell on the indexes grid Evolusoft Page 70 of 97 G Jusoft Automated Input Module Guide For date type indexes please check on the date format or try typing another date format to see which one the index accept as a valid date Once you check the package of file for errors you should not get any errors and the cells errors counter should now be at cero Index information X user more NONUMOECMALETNOHORA INDNOMSINDEE GENERAL DOCS 1110 2002 350 25 10 30 53 GENERAL DOCS 11 10 2002 350 25 10 30 5 3 GENERAL DOCS 1171072002 350 25 10 30 AD 3 GENERAL DOCS 1171072002 350 25 10 30 AD E GENERAL DOCS 1171072002 350 25 10 30 AD GENERAL DOCS 1171072002 350 25 10 30 AD Cells color definitions Total 4 without error with eror O Folder Lacation At this moment you can add more files to the same package by processing the batch again
26. 5029 001 07 02 2002 10481 27 07 12p 76 330 c temp 00365029 001 1105 00365030 001 06 02 2002 10482 29 07 06p 77 964 c temp 003650530 001 10600365031 001 12 04 2002 10463 31 10 41a 66 672 c temp 00365031 001 107 00365032 001 06 02 2002 10464 33 02 42p 86 802 c temp 00365052 001 108 00365033 001 06 02 2002 10465 35 07 58p 92 926 c temp 00365053 001 1109 00365034 001 06 02 2002 10486 37 09 31p 66 750 c temp 00365034 001 110 00365035 001 06 02 2002 10467 39 11 22p 63 290 c temp 00365035 001 111 00365036 001 06 02 2002 10488 41 10 16p 77 432 c temp 00365036 001 1112100365037 001 06 02 2002 10489 43 10 43p 77 964 c temp 00365037 001 1113 00365038 001 07 02 2002 10490 45 10 22p 92 556 c temp 00365036 001 1114 00355039 001 06 02 2002 10491 47 04 56p 79 004 c temp 003650539 001 1115 00365040 001 08 02 2002 10492 49 05 56p 76 856 c temp 00365040 001 11600365041 001 06 02 2002 10493 51 04 46p 77 342 cMempWD0365041 001 1117 00365042 001 07 02 2002 10494 53 03 24p 217 550 c temp 00365042 001 1118 00365043 001 08 02 2002 10495 55 04 35p 66 626 c temp 00365043 001 119 00365044 001 08 02 2002 10496 57 08 51a 97 520 c temp 00365044 001 M4 bie I gt Ready IS DU O O O O Page 53 of 97 G lus oft Automated Input Module Guide As you can see our excel file have some data columns form A to column E we have some data and on column F we have the image file path On the OPEN file window we have to look for our source file in order to loa
27. 7 of 97 G lusoft Automated Input Module Guide Creating a batch template In order to create a BATCH templates we have to browse on the file structure window the desire folder in which we want to load a package of documents Once we over the folder we can click on the menu bar the option BATCH and then choose NEW If you have not created a template for this folder the Wizard templates will load automatically E Automated Input Module O x Session MIEN Templates Batch Input Windows Help S Sele Es ES Open ls Save l Evolusoft 5 Clase ak E ACCOUNTING S COSTUMERS Ey Process Batch Batch not Active HMATTHEWS On sybase y You will receive a message box indicating that there is not any existing template for this folder so it will loads the Templates Wizard for you in order to create one Templates do not exist x AN Batch template does not exist for this Folder A Batch Wizard will be open to let you create one When you click the button OK the Templates Wizard will start loading it will take about 30 seconds depending on how fast and how much memory the workstation have installed Evolusoft Page 28 of 97 G hu soft Automated Input Module Guide Once the wizard is loaded the welcome screen will be shown Batch Template Wizard j The Batch Template Wizard will help you create a new batch template and set its parameters It will also help to specify an index extraction method i
28. 97 G usoft Automated Input Module Guide Chapter 5 Understanding Templates concepts What ts a template A template determines the structure of a document and contains document settings in order to be able to scan a large amount of documents with the same format Why we should use a template We should use a template so we can save the format of a document once and use it has many times we need it When to use a template You use a template when you need to scan a great amount of documents that have the same format like for example invoices How a template works A template stores the coordinates where the indexes should be extracted from the document so when we scan the documents it will locate the coordinates in the scan page and do an OCR extraction of the text Also we use templates to work with word text excel and databases files by using different method so we can read or extract indexes values Batch concepts We think of using a batch template when we know for sure that the large amounts of documents that we are going to load have the same format size same field name same field position As a requirement all documents information index values must be type Because the OCR function included on this version of AIM V3 3 will not process handwriting information Remember that all documents must have the same format like invoices bills orders memo format checks forms etc Evolusoft Page 2
29. CT MN U INDFECHA _ O INDNUMDECIMALES O INDHORA CC INDNUMSINDEC O O a A When we have finished defining or associating a template we have to click the ACCEPT button to save our template information You should get a confirmation message of a successfully update A el Pa UL Process completed Evolusoft Page 62 of 97 hare A I Module Gui G usoft utomated Input Module Guide Chapter 7 Introduction On this chapter we are going to create a batch file package using a template that we have already created We are going trough a step by step procedures in order to guide you easily trough the processing of a batch file package Remember that you must have an active account to a DocuManager or Secure Archive server Also you must have installed on you computer the Automated Input Module If you have not created any template please refer to the CHAPTER 5 on this guide The success of a good batch file processing depends on the template that we are going to use If there is any error on the template it will be passed to the batch file package Evolusoft Page 63 of 97 I M le 1 G us oft Automated Input Module Guide Creating a Batch file package For reference we will look of the parameters that we set on the batch template Our batch templates name is GENERALDOCS Batch Type Files File Type Image files We set all our indexes to get standard or default values as you can see on the
30. DOCUMENTS E FOLDER 1 E MARTHA gt E NUEYOCABINET pR IFRACRFAR El STEP 2 From the batch list we choose or select the one that correspond to the type of Contract Cabinet Folder Batch name GENERALDOCS Method Scanner type File Evolusoft Page 65 of 97 G us oft Automated Input Module Guide Once we select the batch template we need to type the package name and click the accept button green check mark x select a batch template GENERALOOES Flease type new batch name M arch 2001 General Doca STEP 3 In some AIM version you will receive a message box asking you if you want to start processing the batch Batch Scanning p x e 5 Mew Batch directory MARCH 2001 GENERAL DOCS It has been created Do you want to process this batch In other version you may not get this message so you need to go to the menu bar click on BATCH and choose Process Batch E Automated Input Module Session View Templates Batch Input Windows He SER E E E e Open aa MOISES GALVEZ eee alm_INSTALABL BASEDEDAT Process Batch CJ B4 amp TCH T Delete Row Ga Delete All Rows L El A FuTtTec Evolusoft Page 66 of 97 Gv olusoft STEP 4 Automated Input Module Guide Once we select or decide to process our batch package the following window will be shown We have to tell the AIM application where are our files that we want to included on this
31. Evolusoft Page 41 of 97 ie A I Module Gui G usoft utomated Input Module Guide If you want to create a new template then click over the menu bar the option TEMPLATES then choose Templates for Batch then choose New Templates The Wizard Template will be loaded Evolusoft Page 42 of 97 G usoft Automated Input Module Guide Editing a batch template If you wish to make any correction of coordinates or default values or anything on a templates that already exists we have to edit the template When we are editing the template we have the option to modify it assigned to other folder and to delete it k Automated Input Module E E ol Session View Session view Templates Batch Input Windows Help EEN O del a g MOISES GALVEZ E i AlM_INSTALABLE When we click on the Edit template option if we do not have any template for this folder you will get a message indicating that the template list is empty Error Loading Batch 3 x Template List is empty re If there are any templates already created for the folder when we click the Edit Template options we will get the following window Evolusoft Page 43 of 97 Automated Input Module Guide volusoft fy Template list WE Template name MANY FILES We have to choose from the template list for the one we want to modify Then we click the accept button green check mark and the following window will be show
32. Gv olusoft usoft Automated Input Module AIM Version 3 3 0 User Manual Evolusoft Boulevard Balboa Edificio Bay Mall Technology Plaza Segundo Piso Local 213 Rep blica de Panam Tel 507 263 1096 Fax 507 263 0962 Evolusoft Europe Bernhofstrasse 23 8134 Zurich Adliswil Switzerland Voice 41 1 709 27 40 Fax 41 86 079 423 24 82 e mail europe evolusoft com Evolusoft Automated Input Module Guide CONTENTS PURPOSE 3 INTRODUCTION 4 AIM INDEX RETRIEVAL 5 FEATURES 5 HOW THE GUIDE IS ORGANIZED 6 REQUIREMENTS 7 EVOLUSOFT AUTOMATED INPUT MODULE AIM CLIENT 8 CHAPTER 1 9 INSTALLING AUTOMATED INPUT MODULE 9 CHAPTER 2 14 UNINSTALLING AUTOMATED INPUT MODULE 14 CHAPTER 3 18 GETTING STARTED WITH AUTOMATED INPUT MODULE 18 INTRODUCTION 18 CONFIGURING AUTOMATED INPUT MODULE 19 LOGIN INTO DOCUMANAGER OR SECURE ARCHIVES SERVER 22 LOGOUT FROM DOCUMANAGER OR SECURE ARCHIVES SERVER 23 CHAPTER 4 24 AUTOMATED INPUT MODULE FIRST SESSION 24 INTRODUCTION 24 UNDERSTANDING FILE STRUCTURE WINDOW 25 CHAPTER 5 27 UNDERSTANDING TEMPLATES CONCEPTS 27 CREATING A BATCH TEMPLATE 28 EDITING A BATCH TEMPLATE 43 Evolusoft Page 1 of 97 Evolusoft Automated Input Module Guide DELETING A BATCH TEMPLATE MODIFYING A BATCH TEMPLATE ASSIGNING A BATCH TEMPLATE CHAPTER 6 INPUT CONCEPTS WHEN TO USE AN INPUT CREATING AN INPUT TEMPLATE EDITING A BATCH TEMPLATE MODIFYING AN INPUT TEMPLATE DELETING AN INPUT TEMPLATE AS
33. It will load the Select image window and then you can select new files in order to add them to the previews list of files that already has been processed Also there is help for each index type You need to place the cursor or mouse pointer above the desire cell for 4 seconds and a yellow window will load for you with all index information This window is useful to know how indexes have been defined 50 Name INDFECHA 50 Data Type DATE AL 50 Mask DOM Maia 50 bie required Ho definitions Total thout error with eror 9 Folder Loce Long 10 po Decimals as Maximum Minimum Default Evolusoft Page 71 of 97 G usoft Automated Input Module Guide You can also delete one or all rows from the indexes list By using the options on the BATCH menu E Automated Input Module session View Templates Batch Input Windows Hell SS LOE Eso nen eA CEET Structure Informatio Save E MOISES GALVEZ close g AlM_INSTALABL BASsEDEDAT Z Process Batch oO BATCH a Delete Row Delete All Rows 2 J IMSTALABLE It is useful if we want to eliminate some records rows from our index list It will delete index record together with its related image STEP 10 Saving the batch If we want to save the batch to continue working on it later on we need to go to the menu bar click on BATCH then choose SAVE You will be prompted with a confirmation window E Automated Input Module Se
34. MICR font type You have to find out what font type format in on the magnetic field of all check that you are going to scan There are two type E13B and CMC7 Evolusoft Page 36 of 97 G lusoft Automated Input Module Guide One we have set OCR and MICR parameters click on the NEXT button to continue Batch Template Wizard j Set index names and document coordinates that the index extraction method will use T m a os J Jr u Co chr un se se j ef 5 A A a m kn i a erat ails r Y de E se T a 7 ite af j sus F NSTC ee oe E ene at ene cal i O OO PEA A poses A HM 4 rr Standard Value t Cancel lt Back Mext gt Finish On the index name and coordinates window we set all default values if we have some or we set all coordinates in order to define the area on the document where the OCR will be apply We will see a list of all indexes name for the folder on which we are creating a template Here we decide if we are going to extract some index values from the document by using OCR method On the columns Begin and End we do not have to type anything it is filled with the coordinates automatically if we set the corresponding method on the method column Method Columns OCR We choose this option if we want to extract the value for the corresponding index Once we choose OCR we have to click on the rule icon button to extract the coordinates
35. SIGNING AN INPUT TEMPLATE CHAPTER 7 INTRODUCTION CREATING A BATCH FILE PACKAGE SAVING THE BATCH RETRIEVING A SAVED BATCH TRANSFERRING THE BATCH FILE PACKAGE IMMEDIATE TRANSFER THESE INSTRUCTIONS APPLY FOR BOTH BATCH AND INPUT PACKAGES SCHEDULER TRANSFER THESE INSTRUCTIONS APPLY FOR BOTH BATCH AND INPUT PACKAGES CHAPTER INTRODUCTION CREATING AN INPUT FILE PACKAGE SAVING THE INPUT RETRIEVING A SAVED INPUT FILE PACKAGE CHAPTER 9 VIEWING TRANSFER LOG DOWNLOADING AN ERRONEOUS TRANSFERRED PACKAGE Evolusoft 45 45 46 49 49 49 50 57 59 59 60 63 63 64 72 74 76 76 76 78 78 81 81 82 89 91 93 93 95 Page 2 of 97 G usoft Automated Input Module Guide PURPOSE Information is exploding in quantity As much as 80 of the data you need today is unstructured not found in a relational database It can include images paper based documents forms CAD engineering drawings enterprise reports e mail or anything hard to access and utilize Evolusoft accelerates your necessary enterprise operations by developing software to store access and utilize your unstructured data Our impact is immediate Information you need is available when you want it wherever you are Our products are useful Their value clearly grows every day Our knowledge continues to advance as we find increasingly effective information management solutions through our ongoing commitment to research and
36. ak von while ra Th aa document manganese ancl mu oo asihan capabilities and a iranga presence in these growth mark Eija aancuseed the erm ofre larisa will opite 18 A adar H mi kaby aligned e oa peri Bartran Software tar Gur ses so ar pu beach miid E sabra pl koik i funder George Ean a a ran remesas aly F techaokogical peri ad brillian marketing gt thay sures ahale Left Margin e bem donoratraed by lata a mity ad Card my Oboe mde of Kodak s y Biria braging mre die andl es ren Swag are mor i i Be ica er ga mar combina Top Margin rosas a and product portfolio Th wii varie whet mi fen managing Y pii ek prenda pa perio y anmi Robert K Weiler premident of Wang Solar Width of area president ofthe ner pacity ar ENE mnl ir reporting ir i Desura pa ated ini ni irao ane the TH workiands ani pet mapera For Wang Sofie aiena techralogy ececanch pap s sent and sabei aad rearketing Height of area Were saiia in he an megral pari of ibe Kodak vision to drie a aa el wath Wet pec a Es poda T arr Hir eH pit el a ar za wal deliver tha predio Arad be chlo th ae lint iho TIN ApH FEF pl se ae cations E3 q par a par appa e dell cage ere Miuran u ae The sechaical and marbeting allie Wang Enfrart e rag Tes ae irenlencd to East Safiware As part of ihis abance Wang Seficaar s imagh Results of Test ROCHESTER MY werever Wis LB en ia deal ta n ai Hielo NT After checking you OCR function c
37. al Delete Input Row Been INSTALABLE E meca T Delete All Rows Input Transher EH Scheduler Transfer Evolusoft Page 83 of 97 G Jusoft Automated Input Module Guide If we have created an input template for this folder we should get a list of them in order to choose one x select an inputtemplate EXCEL GENERAL DOCS Please type new input name M arch 2001 General Doca Otherwise we will receive a message box indicating that there is not any template created for this folder so it will load the Wizard Template for INPUT STEP 2 From the batch list we choose or select the one that correspond to the type of documents that we are going to work with Also we can check it properties by click the Batch Properties button 5 Batch Parameters i x Contract E Cabinet fea Folder 156 Batch name GENERALDOCS Method Scanner type Evolusoft Page 84 of 97 G ylusoft Automated Input Module Guide Once we select the batch template we need to type the package name and click the accept button green check mark x select an inputtemplate EXCEL GENERAL DOCS Please type new input name March 001 General Docs Input STEP 3 In some AIM version you will receive a message box asking you if you want to start processing the batch Input scanning x G New Input directory MARCH 2001 GENERAL DOCS INPUT It has been created Do you want bo process this batch
38. be shown Look for Automated Input Module and click it in order to choose it Then click the Remove button Please be sure that you do not have the application running in your system otherwise you will receive some errors messages Evolusoft Page 14 of 97 G lus oft Automated Input Module Guide Add Remove Programs Properties EIE Instal Uninstall Windows Setup Startup Disk py To install a new program from a floppy disk or CO ROM drive click Install Install Ed The following software can be automatically removed by Windows To remove a program or to modify its installed components select it from the list and click Add Remove Evolusoft s client Imaging for Windows Professional Edition 2 6 Microsoft Internet Explorer 6 and Internet Tools Microsoft Office 2000 SA 1 Premium Microsoft Outlook Express 6 Microsoft Web Publishing Wizard 1 6 Microsoft Windows Media Player 6 4 Netheeting 3 01 Add Remove OF Cancel Eon Step 3 Once you have press the REMOVE button the application Maintenance windows will be shown Choose the REMOVE option in order to remove the Automated Input Module from your computer Click on the NEXT button to continue 7 Automated Input Module Setup Application Maintenance Select the maintenance operation to perform C Modify e Change which application features are installed Displays the Ele Select Features dialog which l
39. ch scanning operations Monochrome grayscale and color scanning Automated batch indexing Advanced on the fly OCR functions Converting page zones into data fields Fills out indexes using MICR technology Magnetic Ink Character Recognition using check scanners OCR text files are automatically linked to the original image You can setup a scheduler to transfer the package to your application server Evolusoft Page 5 of 97 hare A I Module Gui G usoft utomated Input Module Guide How the Guide is organized This guide is organized on basic step by step instructions in order to provided all users with a fast learning time to perform most of the batch scanning procedure It also has each all image window that the original application has This is to be easily followed up instruction guide This guide has been developed into 9 chapters each one has all necessary details from the AIM application in order to provide you with all information needed to take all advantages from this product Chapter 1 and Chapter 2 will guide on the installation and uninstall of the Automated Input Module on step by step procedures showing you all windows information with all the details clearly explained that you would see during this process Chapter 3 will take you into the first step to the Automated Input Module You will see how you must configured this application in order to be able to connect it to the DocuManager or Secure Archives ap
40. d connections parameters in order to be able to connect to a DocuManager or Secure Archives application server To load this window you must click the following icon This icon is located under the menu bar Directories Tab The Directory tab will show you the working directories for the AIM application On this tab you are able to change the location for this folders by pressing the browse button on the left side of their corresponding fields We recommend you to accept the default values for each folder location and name E Automated Input Module l Ioj x Session view Templates Batch Input Windows Help PE ee ial General Parameter X E2 Directory gz Connection 1 General Batch Directory Batch E Input Directory Input El Log Directory Log El Batch not Active A Batch directory function The batch directory is used to store all batch packages that you have created and saved on your computer Once you transfer any of this package it s corresponding directory will be deleted Input directory function The input directory is used to store all input packages that you have created and saved on your computer Once you transfer any of this package it s corresponding directory will be deleted Evolusoft Page 19 of 97 G lusoft Automated Input Module Guide Log directory function The log directory is used to store a log registry when any batch or input has been transferred Connection Tab Th
41. ded into our template Index Extraction Wizard Select the data source path and value separator Details of opened File Type Excel 5 File Mame xls a P Field mame in First row Separator f Tab f Gomme 1 f Blank space father Help Cancel lt Back Mext gt Einish Once we load our source file we are ready to continue In case we load a TEXT file we have then to define the data separator We should find out what type of data separator does the text file has in order to check the correct one We click on the NEXT button to continue Evolusoft Page 54 of 97 G lusoft Automated Input Module Guide On the Index field relation window we have to define the relation between our source file and our index structure On the DATA column you will see a list of the columns defined on our MS Excel file columns A to F Index Extraction Wizard Assign the data source fields to the Secure 4rchives DocuManager Folder Index e 5 5 t 55 31 pr HS EE e 7 a ni o ae E os E 57 _ a E Zu r aTe A EEC a de Fe e eae e E e z pec cn E ata a a othe ain Hs f Help Cancel lt Back Mext gt Finish On the folder Indexes columns you will see all index list from your folder We need to assign from which Data columns our Folder Index will take its value Also we need to define which column data will have our image file path
42. do is to choose the one that you want to work with It can be anyone from the input list xi MA Input name Input Date FFl arc h 2001 Generals Docs npu 14102002 11 53 AM View input properties Evolusoft Page 91 of 97 Y I M le 1 G lusoft Automated Input Module Guide Also you can see the batch properties by pressing the input Properties button E Input template properties x General Database Information File Information Account y OISES GALVEZ Cabinet E NSTALSBLE Folder SALES Input name EXCEL GENERAL DOCS Source type File Creation date i 40 2002 9 32 39 AM In order to load a saved batch we select it and then pres the ACCEPT button green check mark The loading process will take few seconds Once it has been loaded a conformation message box will be shown Jus click the OK button to start working with your saved input Automated Input Module f x L G Input March 2001 Generals Docs Input Successfully loaded Every time we load a saved batch you will see that all indexes will be loaded on yellow color This is by design in order to force you to check every time for indexes errors STEP 12 In order to transfer an input package please read how to transfer a batch package all instruction and procedure apply for both types of packages Evolusoft Page 92 of 97 G usoft Automated Input Module Guide Chapter 9 Viewing Transfer Log If during a transfer operat
43. dule E ioj x Session View Templates Batch Input Windows Help mi For Batch F New Template For Input Edit Template E Assign Template to Folder MOISES GALVEZ g AlM_INSTALABLE BA TJ ocRBATCH E CLIENTES E compassworp E payra2 E DAYRAP 8 DOCUMENTS J FOLDER 1 E MARTHA E NUEVOCABINET E PRUEBACREAR El PRUEBACREATE Batch not Active HMATTHEW S On idleg F We should get the following window 3 Associate Template Folder Cabinet AlM_INSTALABLE Folder BATCH Template Parameters Details Mame Form Hame Creation date Batch Date File Type Scanner type Method On the Templates Parameters tab we have to select form the template list the one that we want to assign to the current folder Evolusoft Page 46 of 97 G lusoft Automated Input Module Guide We have to click on the browse button located on the right side of the name field to load the templates list Name eg Click the doted button to load the templates list Template list Template name FILES BATCH FILESTIF FILE TPE i ILES From the templates list we choose the one that we want to assign to the current folder We have to click the ACCEPT button green check mark Once we load the assigned templates we can view all template information like template name form name batch date creation date file type scanner type and method 48
44. e connection tab is used to set all parameters needed in order to enable the communication between AIM and DocuManager or Secure Archives application servers iol xi Session view Templates Batch Input Windows Help SE oh OE eG x Directory HTTP Protocol http F Server Mame Remote http subase Active Connection Local http a User name hmatthews Batch not 4ctwe A HTTP protocol The http protocol field is used to define if you are using secure server by having a Digital Certificate installed on the server If you do not have a Digital Certificate installed on your server then you must choose HTTP value Otherwise you must contact your administrator to find out if DocuManager or Secure Archives application are running using Digital Certificates Remote Server Name On the remote server name field you need to type the Secure Archive server name You do not need to type a complete URL address Type only the server name Local Server Name On the remote server name field you need to type the DocuManager server name You do not need to type a complete URL address Type only the server name Evolusoft Page 20 of 97 G lusoft Automated Input Module Guide Active connection This option is used to define which connection will be active when you start the AIM application In order to change from remote to local serves you only need to activate the proper connection Username On
45. eck every time for indexes errors Evolusoft Page 75 of 97 G lusoft Automated Input Module Guide STEP 12 Transferring the Batch File Package Once we have saved or load a saved batch package we then proceed to transfer the batch to the DocuManager or Secure Archives application server We have to options to transfer the package transfer immediately and transfer by scheduler Immediate Transfer These instructions apply for both Batch and Input packages We go to the menu bar click on the BATCH option then choose TRANSFER option E Automated Input Module Session Wie Templates Batch Input Windows Hel ZE wee fe e New EN gt Open Sad Inforn H Be MOISES GALVEZ Fae OE AIM_INSTALABL A BASEDEDAT E Process Batch m alii ff Delete Row E Do a Delete All Rows LD OCRBATCH E Transfer ee Scheduler Transfer A confirmation message box will be shown to make sure that you really want to transfer the batch package Automated Input Module i x 2 Do you want to transfer batch March 2001 General Docs We click on the YES button if we want to proceed with the immediate transfer operation If not we click on the NO button Evolusoft Page 76 of 97 M le 1 G us oft Automated Input Module Guide Once we choose to proceed with the immediate transfer by clicking the YES button the transfer window will be shown Transferring Y Transtering Batch March 2001 General Doc
46. elcome screen will be shown Index Extraction Wizard The Index Extraction Wizard will help you create a new index extraction template by specifying an index data source fie text file spreadsheet or database and assign the information contained therein to a Secure 4rchives DocuManager Folder f Help Skip this screen in the Future Cancel Back Mext gt Einish This wizard will help you to create a new index extraction template by specifying an index data source i e text file spreadsheet or database and assign the information contained therein to a Secure Archives DocuManager server Click on the NEXT button to continue Evolusoft Page 51 of 97 Automated Input Module Guide The template name window will be shown Here we type the template name As an example we are going to create an input template for an Excel spreadsheet Index Extraction Wizard Please specify the name For the new index extraction template e 5 5 t 55 31 pr HS EE e 7 a ni o ae E EEE E 57 a ni aje E _ rs Cae Zu E ada AER a Te EE e E r al ie E E a p a z Rat E a E E othe Index extraction template name Excel Files Items List Source type f File f Database Cancel lt Back Mext gt Einish f Help We will choose FILE as a source type Click on the NEXT button to continue to the next screen
47. ession view Templates Batch Input Windows Help Se 2 8b age IP For Batch gt fa eat OL Open New Template E save Input Edit Template 3 pad 23 Close Input CS Assign Template to Folder el AIM_INSTALABLE E cuentes Ei Process Input Seen E MOISES GALVEZ a g AlM_INSTALABLE 2 8 cuentes fal Delete Input Row i AM Ml me Enap g Delete 4 Rows Input ES MELENAP EJM OTRO pi o EJMI OTRO CONPASSWORD e Transfer E CONPASSWORD Davra2 te Scheduler Transfer E pavraz pavrap DAYRAP E DOCUMENTS DOCUMENTS E FOLDER 1 E FOLDER 1 E MARTHA E MARTHA E NUEVOCABINET 8 PRUEBACREAR E PRUEBACREATE E NUEVOCABINET E PRUEBACREAR E PRUEBACREATE Batch not Active HMATTHEWS On idicg y Batch not Active HMATTHEWS Onidicg y You will receive a message box indicating that there is not any existing template for this folder so it will loads the Templates Wizard for you in order to create one Templates do not exist x AN Input template does nok exist For this Folder An Input Wizard will be open to let you create one When you click the button OK the Templates Wizard will start loading it will take about 30 seconds depending on how fast and how much memory the workstation have installed Evolusoft Page 50 of 97 G lusoft Automated Input Module Guide Once the wizard is loaded the w
48. ets you configure individual features A O Repair Reinstall missing or corrupt files registry keys and shortcuts ET Preferences stored in the registry may be reset to default values para gooeeesocesssoesssssseg A x Uninstall Automated Input Module from this computer 3 Wise Installation Wizard Bact Cancel Step 4 The Automated Input Modules uninstall window will be shown indicating that the system is ready to start removing all application files Click on the NEXT button to continue Evolusoft Page 15 of 97 gt lus oft Automated Input Module Guide f Automated Input Module Uninstall Automated Input Module Uninstall This will remove Automated Input Module from your machine Are you sure you want to continue Click the Next button to remove the application Click the Cancel button to exit the uninstall process i Cancel Step 5 The Updating System window will be shown indicating that the uninstall program is removing all files from your system corresponding to the Automated Input Modules application This procedure will take few minutes Automated Input Module Setup Updating System The features you selected are currently being uninstalled Unregistering modules File PYT askPad ocx Folder C Program Files AIM Time remaining 1 seconds Wise Installation ado Evolusoft Page 16 of 97 G usoft Automated Input Module Guide Step 6
49. g of coordinates Field SUBJECT KODAK COMPLETES WANG SOFTWARE ACQUISITION Open TIF example S canner New Entity Te Be Named Eastman Software 1 ROCHESTER NY March 07 1907 Eastman Kodak Company toe Gealaed Select the area that contains the purchase of Wangs NASDAQ WANG software business unt ara armeamced e P aame il Animum of the sri STMT a The sequisition gives Boda airhe workflow Eras document manager ancl songs management softuare cipaidities and a aromas premon tn these gorah markai Kodak samuti the eru andiware bibe will operite as amp beca H agal digned within Kincdsk s Business Imaging Speera organization wndkr the nearer fordrean Sofcure nc fur sew acdhware pb proudly carries the rame of Kodak s funder Gene ge Basran a man reremberad fir his mgeracty techmological pe as asd friend mark etg thee eure attifeates that Left Margin turca bam dencostimed by cor mer SO ara entity iad Candy deren radeon of Koluka Hours Imaging Sater division Kodak and i Basra Sofbwar are aiik in A Brigu posalion Lo hewerage mar combined T op 5 argir meva bolos and prodaci portfolios jo porade bihari with paws entutions for managing lal documenta p iw Wang Schhuare becomes Width of area As prevarusly wetourced Rober K Weler premiei of Wang Scttuare be president of the new Baira Safle mhdir reporting to Dbeura Ako included in ihe Waaasction ore the TO workiunde emplopes mespormbile for Wang Sot
50. his option if we are going to use TXT format file They are normally used when we want to migrate document from other software Word Files In order to process an excel files you must have installed on the same computer Microsoft Word 2000 Since you will need some special components that only come when you install this product Once we have decided which type of files we are going to use we click on the NEXT button to proceed with the next screen Evolusoft Page 32 of 97 Gv olusoft Automated Input Module Guide On the method screen for now we only have one method available for extracting index values from a black white printed documents It should be selected What is OCR OCR or optical character recognition converts image data to text which you can then edit cut and paste reformat print and send The OCR process evaluates images such as scanned text a fax or a graphic and recognizes which shapes constitute characters and which characters form words You can save converted text as any of the following file types Microsoft Word for Windows RTF Rich Text Format WordPerfect HTML or unformatted text Batch Template Wizard Select the method that the Automated Input Module Will use For extracting indexes From the pre printed Form tf OCR i Ick f Barcode MICA Finish Click on the NEXT button to proceed with the next screen Evolusoft Page 33 of 97 G hu soft Automated Input Module Guide
51. ieving a saved Batch In order to retrieve a saved batch we need to go to the menu bar and click on the BATCH option then choose OPEN E Automated Input Module Session View Templates Batch Input Windows Hell S Sl M E E New E Open Structure Informatio MOISES GALVEZ Bl iM INSTALABL o BA4SEDEDAT Process Batch El Delete Row ak Delete All Rows MJ ocRBATCH Transfer Il m alan ee Scheduler Transfer A list of all saved batch will be loaded All you need to do is to choose the one that you want to work with It can be anyone from the batch list x MM Batch name Batch Date WS March 2001 General Docs 1110 2002 10 09 AM Evolusoft Page 74 of 97 G Jusoft Automated Input Module Guide Also you can see the batch properties by pressing the batch Properties button 5 Batch Parameters x Contract Cabinet Folder Batch name GENERALDOCS Method Scanner type Fite In order to load a saved batch we select it and then pres the ACCEPT button green check mark The loading process will take few seconds Once it has been loaded a conformation message box will be shown Jus click the OK button to start working with your saved batch Automated Input Module x m ca UL Batch March 2001 General Docs Successfully loaded Every time we load a saved batch you will see that all indexes will be loaded on yellow color This is by design in order to force you to ch
52. ion we receive any error message we can go to the transfer log to see exactly what is going on with the transfer We can do this by going to the menu bar and click on VIEW choose View Log Transfer and then choose either for BATCH or INPUT E Automated Input Module Session view Templates Batch Input Windows Help EE Es View Structure 15 ES View Index Information view Image Form CONFASSVVORD g DAYRAZ Di H DAYRAP a 8 DOCUMENTS z fi FOLDER 1 Once we have choused the package type the transfer log window will be loaded Here we can see the batch or input package name the transfer date status mode and result Transfers Log x Batches Transferred fame TrrasferDate Status Mode fest S March 2001 General Docs 1110 2002 2 30 28 Pe COMPLETED Batch SUCCESSFULLY March 2001 General Docs 11 10 2002 11 44 11 AM COMPLETED MAN LAL SUCCESSFULLY iz March 2001 General Docs 1171072002 2 30 03 PM CANCELED Batch Application Already Running 3 Batch s Transterred G a Delete all transfers Evolusoft Page 93 of 97 G usoft Automated Input Module Guide We also have several options on this window by clicking the following buttons Ane G Click for details information sends by the server a Click to delete the log file pl e Click to refresh the transfer log window a a Click to exit the transfer log window One common error is server error on
53. l be one by one If we scan 5 documents setting the Prefix field to DOCU and the increase field to 1 we will get the following documents Docu0001 tif Docu0002 tif Docu0003 tif Docu0004 tif Docu0005 tif Suffix We set this option to define the suffix or extension name for the scanned document Once we have set all parameters on this screen we click on the NEXT button to continue Evolusoft Page 35 of 97 G lusoft Automated Input Module Guide On the next screen we normally accept all default values For now we only have access to the OCR and MIRC parameters since AIM do not support ICR and BARCODE on version V3 3 Batch Template Wizard OCR Parameters OR Parameters OCR Quality Auko Detect OCR Language System Default ICR Quality Auto Detect ICR Language System Default Barcode Parameters MICR Parameters Barcode Font Type Barcode Size Scan Both Sides MICR Font Type OCR Parameters OCR Quality We set this option depending of the quality we want for our scanned document We normally left this option with AutoDetect value OCR Language We set this option depending of the language we want for our OCR scanned document We normally left this option with system default value MICR Parameters Scan both sides We check this option if we want to scan both sides of the check Remember the MICR is a driver for special equipment that only scans checks
54. lates Batch Input Windows Help EA aa Lt z Open save Input Close Input Structure Informati El g MOISES GALVEZ El a AIM _INSTSLABLE ee BASEDEDATOS Process Input CE m BATCH A Delet ete Input Rop da Delete All Rows Input 3 Transfer fed Scheduler Transfer It is useful if we want to eliminate some records rows from our index list It will delete index record together with its related image Evolusoft Page 88 of 97 Automated Input Module Guide v olusoft STEP 10 Saving the input If we want to save the batch to continue working on it later on we need to go to the menu bar click on BATCH then choose SAVE You will be prompted with a confirmation window E Automated Input Module Session View Templates Batch Input windows Help Sgm E BB he gt Open JESTE Input Close Input Structure Informati 0 E MOISES GALVEZ a g AM IRNSTALABLE mO BASEDEDATOS Process Input E meas ff Delete Input Row cof INS TALABLE Meca a Delete All Rows Input DJ ocrRBATCH Ea Transfer SALES fea Scheduler Transfer This is the confirmation message box that indicates the batch has been saved Saving input xx i Mew Input MARCH 2001 GENERALS DOCS INPUT It has been successfully saved Evolusoft Page 89 of 97 G usoft Automated Input Module Guide Once we have saved our batch it wont close the batch working session we have to do it man
55. lick on the ACCEPT button to load the correct coordinates to the corresponding field The others method options have special purpose NONE We use this option when we want to leave blank any index value Remember if define an index as required you can leave in blank this field TODAY We set this option if we want to fill any index with the actual date value Evolusoft Page 40 of 97 G usoft Automated Input Module Guide Set index names and document coordinates that the index extraction method will use Batch Template Wizard AA E a Les a Begin End Method Page Value SUBJECT z672 6ti JOR set COMMENT tods CLIENT NAME Standard Digital Solutions Cancel lt Back Mext gt Finish DAYBATCH We set this option if we want to fill any index with the batch creation date STANDARD VALUE We set this option if we want to fill any index with a default value You can type the value under the VALUE column Once we have set all indexes parameters we click on the NEXT button to continue The Batch Wizard will create the batch template using all parameters we have set so far The template will be send to the server you should see a small progress bar and you must receive a Process Completed message Batch Template Wizard E i Process Completed Next time you choose the same folder a list of all templates for this objects will be shown in order to choose one
56. mage process parameters and document creation parameters The documents included in the new batch will be automatically inserted into your Secure 4rchives DocuManager server at the time you decide to perform the transfer Skip this screen in the future Cancel lt Back Mext gt Finish Click on the NEXT button to proceed with the next screen Evolusoft Page 29 of 97 G lusoft Automated Input Module Guide On this screen you have to type the batch information and type Batch Template Wizard p Please write a name For the new batch template and a oo name For the associated pre printed Form o Template Batch Mame Ei sE GeneralDacs P Form Mame f GeneralDacs Scanner OCR ICR Barcode Page Separator Template Batch Name Type in the batch name usually we type a name depending of the type of form that we are going to process Since we can have invoices but with different type of form When you type the batch name the form name will be filled automatically that is for internal used Please do not change it Example Invoices f24a Batch name invoices of form type 24a Evolusoft Page 30 of 97 volusoft Automated Input Module Guide Batch Types We have the option of choosing three different types of batch Scanner Type We choose SCANNER type when we want to scan all documents and add them to the batch package automatically BUIC Type We choose BUIC type when we want to scan
57. nother 6 19 pages could have been scanned AIM is an extension for Secure Archives that operates popular TWAIN scanners to capture documents and uses optical character recognition OCR to create index key values from images The program allows OCR on zone and automatic index for Secure Archives or DocuManager management software AIM is a software product sold as an add on module to Secure Archives or DocuManager applications It enables documents to be scanned locally automatically indexed with OCR for fast retrieval then you can transfer this package of documents on the moment or you can schedule for transferring later on in order to be copied directly to your Secure Archives or DocuManager server Evolusoft Page 4 of 97 G usoft Automated Input Module Guide AIM Index Retrieval Indexes are easily created by several methods 1 2 3 4 5 Enter keywords in each image s index field Use the integrated OCR zoning to automatically enter data from similar forms into fields Read Word Excel XML and Text documents to import documents and get index values Extract data from most common Databases through ODBC Connections Scans multiple checks and fills out indexes using MICR technology Magnetic Ink Character Recognition with check scanners Features Fast mid range scanner models at speeds up to 40 pages per minute Single side simplex and double side duplex scanning Unattended automated bat
58. o click on the browse button located on the right side of the name field to load the templates list Name EN Click the doted button to load the templates list 22 Template Input list MA Template name MM EXCEL FILES ITEMS LIST FILES EXCEL EL5 ANY FILES ANY FILES TYPES m a NOMBRE CON CHECK Y PATH DEWO LP DATARS RUEEA RUEBA DE amp RCHIVOS 15 RUEBA DE ARCHOS 30 From the templates list we choose the one that we want to assign to the current folder We have to click the ACCEPT button green check mark Once we load the assigned templates we can view all template information like template name input date creation date and file type Q Input association xj Cabinet AlM_INSTALSBLE Folder MEGA input Parameters Details 1 Hame EXCEL FILES ITEMS LIST mm Type Source File Separator Provider Server User name HMAT THE W S Data or File Name e xls Table or path name Citemplexds Evolusoft Page 61 of 97 Y I M le 1 G lusoft Automated Input Module Guide If we want to review or change any value we can do it on the DETAILS tab You are allowed to change any index values with out affecting the source template Since we are just copying information from the template source in order to create a new one Q Input association Cabinet AlM_INSTALSBLE Folder MEGA Input Parameters 1 Details r T T ata Source Fields SUBJE
59. o click on the trash button located on the Data Source tab D Click to delete an Input template Evolusoft Page 59 of 97 volusoft Automated Input Module Guide Assigning an Input Template In order to assign a template we choose Assign Template to Folder option form the Template menu We use this option when we have two folders with the same index structure and we do not want to create the template for different folders So what we do then is to assign a template to other folder amp Automated Input Module Oj x Session view Templates Batch Input Windows Help e ele For Batch gt Breet AL New Template Edit Template Ne Assign Template to Folder Ej MOISES GALVEZ am_nsTALABLE J BASEDEDATOS BATCH TJ INSTALABLE DD OCRBATCH JSALES cuentes conpassworD vavra2 DAYRAP E DOCUMENTS E FOLDER 1 MARTHA 8 NUEVOCABINET PRUEBACREAR 8 PRUEBACREATE Batch not Active HMATTHEWS On idlcg A We should get the following window Q Input association Cabinet AlM_INSTALASBLE Folder MEGA Name Type Source Provider Server User name Data or File Name Table or path name Separator On the Templates Parameters tab we have to select form the template list the one that we want to assign to the current folder Evolusoft Page 60 of 97 G us oft Automated Input Module Guide We have t
60. ocuManager or Secure Archives server In order to logout from your session on AIM application you must click the following icon This icon is located on the menu bar Clicking this icon will not close the application it only close the connection established with DocuManager or Secure Archives application server Evolusoft Page 23 of 97 hare A I Module Gui G usoft utomated Input Module Guide Chapter 4 Automated Input Module first session Introduction On this chapter we will go over a first session of Automated Input Module We will explain the File Structure over which you will perform most of the work Also we are going to explain what are templates Since they are the foundation for working with AIM application What is the different between Batch and Input packages As a remainder we assume that the user had preview experience using DocuManager or Secure Archives application He must have knowledge of basic of file structure index values access permission and scanning documents operations Evolusoft Page 24 of 97 Gv olusoft Automated Input Module Guide Understanding File Structure window Showing file structure window In order to load and unload the file structure window on an AIM working session you must click on the following icon Click to load file structure The file structure is loaded with information from your DocuManager or Secure Archives application server Using AIM with not allow yo
61. plication server We will go through the process of login and log out from this application server Chapter 4 we will go into our first working session explaining every aspect it also we will explain how to work with the file structure in order to understand how to interact between the client side and the server side Chapter 5 we will explain what are a templates and all information related to it Since it is the base for the batch scanning process this is a very important chapter of this guide Also we will go trough the process of creating a Batch Template by going on a step by step procedures with all window images We will go into the process of modifying deleting and assigning a batch template Chapter 6 will explain what are inputs and the different from a batch When we need to use an input Also we will go trough the process of creating an Input Template by going on a step by step procedures with all window images We will go into the process of modifying deleting and assigning an input template On Chapter 7 and Chapter 8 we will create a batch and an input package in order to be able to work on each aspect of a real working session We will go trough each part including transferring and scheduler a package transfer On chapter 9 we will work on the Transfer log and what happens when we transfer an erroneous file package to the application server How can we retrieve these bad packages and correct them and send back again We hope
62. s Processing Data worker gif On some version this window may vary You will be able to see all transfer progress If you have some error during the transfer process you will receive a message on the Same window E EEI Transferring Ey ty E a Batch Transferred Successtully If you do not have any error during the transfer process you should get a confirmation message batch has been transferred successfully You can check if the package has been loaded into the DocuManager or Secure Archives server on few minutes Remember that you should check you package before transferred in order to make sure that all your indexes have the correct values and the correct image related Evolusoft Page 77 of 97 G gt lusoft Automated Input Module Guide Scheduler Transfer We also have the option to program when we want to transfer our batch or input packages These instructions apply for both Batch and Input packages To schedule a batch or input transfer we need to go to the menu bar click on the BATCH option and then choose Scheduler Transfer option amp Automated Input Module Session View Templates Batch Input Windows Hel e ells E Ele LS Open Structure Informatio E i Save c MOISES GALVEZ Es OB AIM_INSTALABL on BASEDEDAT E Process Batch T Delete Row Delete All Rows This option will load a small application that allow you to program the date and time on which you want to
63. s We think of using an input template when we have our information on database plain text excel sheet word documents xml documents and also when our documents do not have the same format size and file type When to use an Input In order to decide when or when not to use an input we will give you some examples that need to be treated with an input template Database information data When we have some database table in which we have all our index values and the image file path The table must have a least one field with the image file path Excel files When we have and excel sheet with several column containing the index values and one column must containing the image file path These images can be from different types Text files txt When we have some kind of report fro a third party application and the only way to export data is by generating text file Evolusoft Page 49 of 97 G ylusoft Automated Input Module Guide Creating an Input template In order to create an INPUT templates we have to browse on the file structure window the desire folder in which we want to load a package of documents Once we over the folder we can click on the menu bar the option INPUT and then choose NEW If you have not created a template for this folder the Wizard templates will load automatically amp Automated Input Module x x Automated Input Module 101 x Session View Templates Batch Input Windows Help S
64. sing on the File Structure Loading Viewing documents and understanding file and access permissions The client computer must have installed Microsoft Data Access Components MDAC the installation program of this product should come on the installation CD that comes with this software Evolusoft Page 7 of 97 G usoft Automated Input Module Guide Evolusoft Automated Input Module AIM Client Hardware Pentium processor 90 MHz or higher Minimum 128 MB of RAM Memory recommended 256 RAM Memory 2GB of Hard Disk free space CD ROM Monitor and adapter Super VGA or higher Web Card with Internet access Microsoft mouse or compatible device Documents Scanner must be compatible with TWAIN BUIC Optional Software Operating System Microsoft Windows 98 98Se Me NT WorkStation 4 5 2000 Pro or XP Eastman Software Imaging for Windows Professional Edition Version 2 6 Microsoft Data Access Components Version 2 5 or higher Microsoft Internet Explorer Version 5 5 Service Pack 1 or higher Note For each package of Evolusoft DocuManager acquired one Eastman Software Imaging Professional version 2 0 license is included Evolusoft Page 8 of 97 G lusoft Automated Input Module Guide Chapter 1 Installing Automated Input Module Step 1 Please read the Requirements section on this guide to make sure that you have your system ready for setting up this product Explore on the AIM Installation CD for the file
65. ssion View Templates Batch Input Windows Hel 580119 E Elo nes gt Open f f Lad MOISES GALVEZ a Bl AlM_INSTALABL ds J BAsEDEDAT E Process Batch Close El Delete Row T Delete All Rows Evolusoft Page 72 of 97 G us oft Automated Input Module Guide This is the confirmation message box that indicates the batch has been saved Saving batch Gg xX i Mew Batch MARCH 2001 GENERAL DOCS It has been successfully saved Once we have saved our batch it wont close the batch working session we have to do it manually by going menu bar click on BATCH and then choose CLOSE E Automated Input Module Session View Templates Batch Input Windows Hell 58 915 E B new Open Structure Informatio EE E MOISES GAL VEZ a g am NSTALABL A SERED AT Process Batch a ena l Delete Row Mil veca Delete All Rows as Scheduler Transfer You will be prompted with a confirmation message box warning you about closing a batch with out saving it first If you have previously saved the batch just click on the YES button if not from the menu click BATCH then choose SAVE Then you can close the batch Error on closing batch x AN Closing batch without saving will make you lose any changes you have made Do vou wish to close batch MARCH 2001 GENERAL DOCS Evolusoft Page 73 of 97 G lus oft Automated Input Module Guide STEP 11 Retr
66. t your desire language you must exit the AIM application and loaded again in order for the system to load new language parameter Login into DocuManager or Secure Archives server The login windows is use to create a connection between AIM application and DocuManager or Secure Archives application servers E Automated Input Module Ioj x Session wiew Templates Batch Input Windows Help Spee ete User Jhmatthews Password Un Remote Server sybase x I order to call the login window you must click the following icon This icon is located on the menu bar You must have an active and valid account in order to establish a connection If you do not have an account please contact your DocuManager or Secure Archives administrator Evolusoft Page 22 of 97 G usoft Automated Input Module Guide Username On this field you must type in your username or account for DocuManager or Secure Archives servers Password On this field you must type in your password that you were supplied along with your account username Please remember that you password is case sensitive This means that when you are entering your password you must use upper and lower cases if it is necessary Host server information On the host server information you will see to which server you are establishing a connection Make sure that you have an account on the proper server if not you will receive a username error message Logout from D
67. that you get all the advantages of this product Remember that all this instructions and descriptions contained in this document we accurate at the time of printing However succeeding products and documents are subject to change without notice Evolusoft Page 6 of 97 hare A I Module Gui G usoft utomated Input Module Guide Requirements To use this product you need to be familiarized with the Microsoft Windows operating system version 98 98 Second Edition Millennium Windows 2000 Professional Or if you are using or will use any printer or scanner you must also know how to connect and operate the device Also you will require the installation of Imaging for Windows Professional Edition 2 6 which should come on the installation CD that comes with this software Microsoft Office 20006 is also a requirement for this product since Evolusoft AIM will use some special files that only comes with this product in order to be able to process Excel and Word format files This product must be installed with a legal license provided by Microsoft Corp The user must have a legal Evolusoft license in order to have access to the Evolusoft DocuManager or Secure Archives servers If you do not have a legal account for this products please contact your Evolusoft DocuManager or Secure Archives administrator The user must have some experience on using Evolusoft DocuManager or Secure Archives application basics operations like Login Logout Brow
68. this case you must check with your DocuManager or Secure Archives administrator that the Evolusoft Queue Manager service is working This service is very important because is the one that receive all packages transferred by AIM application Evolusoft Page 94 of 97 G Jusoft Automated Input Module Guide Downloading an erroneous transferred package Once you transfer a package it goes to the server into a special folder and some information is registered on a messaging queue The Evolusoft Queue Manager will receive this message and it will start processing this package It will unzip the package and then will try to load all files into the DocuManager or Secure Archives database and file system If it encounters any error on the package during this process the Evolusoft Queue Manager will return it to you Once you login into the AIM application it automatically will show you a window with all packages that could not be processed by the server TE Process Date Type A pe otro Er 09742002 4 57 50 FIN FUT dpi 092002 3 08 00 F INPUT N Also if you want to check manually if you have any package with errors you can go to the menu bar click on the VIEW option then choose View Error Messages amp Automated Input Module Session View Templates Batch Input EE Es View Structure view Index Information In order to download an erroneous packages we have to select it from the list and then click on the ACCEPT b
69. transfer the file package fri Evolu Scheduler l z Oj xj Custorn March 2001 General Doc y Select Batch to Transfer On Server idicg Evolusoft Page 78 of 97 G Jusoft Automated Input Module Guide On the left side panel we can see the table time on interval of 15 minutes each rows represents 15 minutes corresponding to the date we have choused from the right side panel Also you can see the date on the top of window Friday October 18 2002 El Make sure that you select the correct time am or pm Right click over the desire cell and from the pop up menu click the Add Appointment option Friday October 18 2002 har A a On E Add Appointment A properties window will be shown Click on the ACCEPT button green check mark Ib view properties x Batch Properties Batch Description Date 187107200 Start time 2 3 00 00 PM Program C Program Files 4utormated Input ModuleXE volutr exe Evolusoft Page 79 of 97 C gt lusoft Automated Input Module Guide Please type a reference name on the corresponding hour cell This is if you have programmed several transfer packages 300 March 2001 Package The right side panel contains the calendar that allows us to select the date on which we want to perform the transfer March 2001 General Doc y Select Batch to Transfer Or Server idlcg One important thing is to choose the package that
70. twate prodecia technology sebcarch and developmeet and sabei asd marating Height of area Were goed to he an imegral part of the Kodak iaon to ars maging and work management markets which arp expences explosion arcreth sahl Bob Walei president of Eiaa Sofe t bebeve thal together we wall deliar dha prodects and technologies that will date imaging ard sell from serahina appbcatrora fat paper incendie grananira lo parir applcutarns tr beading mark porra Test OCR ranaferred 10 Eastman Software As part of this alkanee Wang Software s imaging Results of Test The nechuicad aad marketing alliance Wang Softens erilsed wah Micros of wii be virwer Wald Incorporated des a undid acceso in Mindo Y and Werder NT v x Evolusoft Page 39 of 97 G lusoft Automated Input Module Guide To move a zone or to change the frame size click on it with the selection pointer then drag To delete a zone point to it with the selection pointer click the right mouse button then click Clear Once we have set our coordinates we can click on the TEST button to check if we set our coordinates correctly Setting of coordinates Field SUBJECT KODAK COMPLETES WANG SOFTWARE ACQUISITION Open TIF example Scanner New Emity Te He Named Eastman Software r si Sm Select the area that contains the car a E 7 che a call ley qurip TH A Spa onl feo ona me pia E the field value The acquisition gives Kal
71. u to change this file structure The only way to do is trough a DocuManager or Secure Archives application together with the corresponding create permission k Automated Input Module Ioj x Session View Templates Batch Input Windows Help Se eV 2E RE ae x D GENERAL DOCUMENTS invoices El DEVELOPMENT El HUMAN RESOURCES oo fl OPERATIONS Batch not Active HMATTHEWS On sybase 2 Before using AIM all file structure folder and subfolders must have their indexes already created and defined for a DocuManager or Secure Archives administrator user Any change to the file structure or indexes must be accomplished within DocuManager or Secure Archives application The user using AIM must have access to the desire folder in which he wants to load documents insert document permission Once you have loaded the file structure you have to browse to desire folder in which you want to create it s corresponding template in order to be able to load batch or input packages into that folder Evolusoft Page 25 of 97 a A I M le 1 G soft utomated Input Module Guide You have to place the cursor by clicking the desire folder once Then you must choose the type of packages you want to work with You may want to work with subfolder just expand the top folder until you reach the desire one Remember if you lose the structure window just go to the menu bar a press the corresponding icon to loaded back again Evolusoft Page 26 of
72. ually by going menu bar click on BATCH and then choose CLOSE E Automated Input Module Session View Templates Batch Input Windows Help S LE BB E r gt Open Structure Informati i mbl Save Input E MOISES GALVEZ AlM_INSTSLABLE a C AASEDERS Tas Process Input ll Close Input fl Delete Input Row Delete All Rows Input You will be prompted with a confirmation message box warning you about closing a batch with out saving it first If you have previously saved the batch just click on the YES button if not from the menu click BATCH then choose SAVE Then you can close the batch Closing input x AN Closing input without saving will make you lose any changes you have made Do ou wish to close input MARCH 2001 GENERALS DOCS INPUT Evolusoft Page 90 of 97 G usoft Automated Input Module Guide STEP 11 Retrieving a saved Input File Package In order to retrieve a saved batch we need to go to the menu bar and click on the INPUT option then choose OPEN E Automated Input Module Session View Templates Batch Input Windows Help E E a E 1 dew sE pen El Save Input Close Input E MOISES GALVEZ l E AM IWSTALABLE D fi AA SERED AT OS Process Input 8 E Sete ff Delete Input Row jonas INSTA L4BLE m ESA dai Delete All Rows Input Aran E OCRBATOH Ez Transfer mee Scheduler Transfer A list of all saved batch will be loaded All you need to
73. utton A download window Evolusoft Page 95 of 97 hare A I Module Gui G usoft utomated Input Module Guide Additional Support If you need additional support please contact us at support evolusoft com or call us at 507 223 1954 You can also visit our support website at http support evolusoft com Evolusoft Boulevard Balboa Edificio Bay Mall Technology Plaza Segundo Piso Local 213 Rep blica de Panam Tel 507 263 1096 Fax 507 263 0962 Evolusoft Europe Bernhofstrasse 23 8134 Zurich A dliswil Switzerland Voice 41 1 709 27 40 Fax 41 86 079 423 24 82 e mail europe evolusoft com Evolusoft Page 96 of 97
74. valid date Once you check the package of file for errors you should not get any errors and the cells errors counter should now be at cero 3 Input indexes X Ja Bo Je Jj Je Gg 00364926 t OF 02 2002 10376 21 Qaar 49 394 3 003643 Ef 0602r 2002 10377 23 10 37 98 88 Po 00036498 tit 06 000 10378 25 10 48 20 956 al 003643939 tf OF 02 2002 10379 27 04 46 39 458 a OUS64930 tit 05 02 2002 10380 29 Use 179 206 00364931 tf 12 04 2002 10381 31 032r 80 106 Cells color definitions Total 130 without error with error O Folder Location Al INSTALABLESALES At this moment you can add more files to the same package by processing the input again It will load more files to the previews list of files that already has been processed Evolusoft Page 87 of 97 G us oft Automated Input Module Guide Also there is help for each index type You need to place the cursor or mouse pointer above the desire cell for 4 seconds and a yellow window will load for you with all index information This window is useful to know how indexes have been defined Name INDFECHA 50 Data Type DATE AL 50 Mask DOM Maia 50 bis required Ho definitions Total thout error with eror 9 Folder Loce Long Po 10 I Decimals Ss Sa Maximum Minimum a Default D E i me You can also delete one or all rows from the indexes list By using the options on the INPUT menu E Automated Input Module Session View Temp
75. we have the option to modify it assigned to other folder and to delete it amp Automated Input Module l xj Session view Templates Batch Input Windows Help Sgal For Batch gt ba pea n New Template HA Edit Template Ip MOSES GALVEZ co Assign Template to Folder A G AlM_INSTALABLE DD BASEDEDATOS BATCH J INSTALABLE DD meca 7 ocRBATCH CJS E cuentes E conrpassworD E pavra2 pavrap E DOCUMENTS E FOLDER 1 E MARTHA E NUEVOCABINET E PRUEBACREAR E PRUEBACREATE Batch not Active HMATTHEWS On idleg Z When we click on the Edit template option if we do not have any template for this folder you will get a message indicating that the template list is empty Error Loading Input x i Template For Input not Found Evolusoft Page 57 of 97 G Jusoft Automated Input Module Guide If there are any templates already created for this folder when we click the Edit Template options we will get the following window A MANY FILES We have to choose from the template list for the one we want to modify Then we click the accept button green check mark and the following window will be show gs Template Input Name EXCEL FILES ITEMS LIST Data Source Association 1 r Connection Provider Server name Data Source User name Field name in first row Password 7 separator Type Source File C Tab C Comma Data or File

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