User Manual for Tag Doc
Contents
1. The output s of the TagDoc process will dictate where the document will be routed once it is scanned in and the bar code is read We want to archive SaveToFile the document once it is scanned To do so we must drag a SaveToFile object onto the workflow underneath TagDoc After dragging the SaveToFile object you are asked to describe the object Type Archive and click Finish Reform12 Tag Doc Reform To Tag Doc 15 Reform Setup SaveToFile 1 24 Next you have to make a connection from TagDoc to Archive To do so first select the Add Connector button from the menu bar and then drag your mouse from the small x on TagDoc to the one on Archive Once the connection is complete the connector will turn black and TagDoc will turn green i amp Archive 25 Upon completing the connection you will be prompted to configure Archive Click Yes You can also configure Archive by double clicking on it The first prompt is the type of file you want to save Select PDF File and click Next Type of file What type of file would you like to use PDF File TIF File Reform12 _ __ TagDoc Reform To Tag Doc 16 26 Now we can configure where to save the archived file Create a directory called SampleArchive on your C drive and select it in the wizard by clicking Browse and choosing the folder Then click Next STE Wizard Please enter or select a value for tie Aoot2. a logan ID and paii enes Eye thee cree Select FSMonitor then click Next button to continue Accept the defaults on the next screen and click on Next to continue When prompted with the connection test option click on TEST CONNECTION to test the settings then click on OK to finish the configuration Reform 12 Tag Doc Reform To Tag Doc 38 microsoft SOL Server DSN Configuration i i Change the getauil databate to r ene sm Altech databese Hename Code Utes SAS quoled identifier Cole Le GAS mk paling and wang Directories and Files The following is a list of default directories and associated files utilized by Tag Doc C Program Files Reform Plugins TagDoc TagDocWatch fbs TagDoc fbs C Program Files Reform Forms NameofYourForm FOM NameofYourForm Scanned FOM C Program Files Reform Spooler All spooler output files C Program Files Reform Plugins ScanDirectory Scanned images will be placed here C Program Files Reform Plugins Scanlmages Post processed TIF files BAR files files containing barcode data extracted from the TIF Tag Doc also uses a SQL database to track all document information Form Details The Tag Doc service utilizes two basic form types 1 lt FormName gt FOM 2 lt FormName gt Scanned FOM NameofYourForm FOM is the form used to generate a barcode for your documents It will be designed and created as a normal form for printing This form w
3. be considered a gap between the barcodes this is usually left as default Noise Tolerance This number can be changed if the scanned image is choppy over the barcode expressed in pixels The default value is 2 AutoDeskew If the scanned page is not perfectly straight selecting this option will automatically rotate the picture if it is skewed by any more than the degrees set for MinDeskewAngle RecognizeMode Scanning the image for barcodes involves rotating the image However if the pages are consistently being scanned in a certain direction changing this option will limit the amount of rotations that must be performed to find the barcode hence making the barcode scanning process much faster If the pages are always scanned in vertically or horizontally change the RecognizeMode setting to either rmHorz or rmVert However if they are scanned in different directions leave this setting as rmBoth MaxDPI Making this number higher will change how the barcode reader rescales the TIF image before it scans for the barcode If it makes the image larger the barcode reading may be less error prone but this will also slow down the process depending on how high you put the number 160 200 DPI is a good range and should work for the majority of barcode scanning MinDeskewAngle The minimum degrees that will be automatically corrected if AutoDeskew is enabled AutoContrast Set to off by default If enabled TagDoc will adjust the contrast of
4. been read incorrectly and it will allow you to manually enter their correct values into the system The use it go to Start gt Programs gt Reform gt TagDoc gt Correct bad Tag Doc barcode Documents f Retorm faq TagDoc Al Lig Analye Tag Doc Barcodes Adobe Reader 9 E Internet Explorer In the event that your workflow is sending through many bar coded documents at a time this script is a user friendly way to correctly enter the barcode values in the event that the barcode is too distorted to be read properly Er Correct bad Tag Doc barcode Documents B Install Correct bad Tag Doc barcode Documents r Tagoac User Manual When run it tells you how many barcodes have been unrecognized C Program Files Reform Plugins Scandirectory 1 Unrecognized T There are currently 1 barcodes to correct in the Falder It will then allow you to go through each unrecognized bar coded document and correct the bar code manually Below is a screenshot of what the script looks like when it is run and finds an unrecognized barcode Reform12 Tag Doc Reform To Tag Doc 27 F l2 Scan to Reform Barcode Entry oleg y 510 S mi Please correct the following unrecognized barcode tC New fE SR000000019 v lt gt Tiff Name C Program Files Reform Plugins Scandirectory 1 Unrecognized SimulatedPrintUYB3UJ22FULNY0003UYB4BU3WX4IRT 0001 tif Barcode 1of1 Unrecognized WRO00000019 Cor
5. is stored ina hot folder or application drop directory In our example this folder is the ScanDirectory For more information on the directory structure and files please refer to the section Directories and Files Reform12 Tag Doc Reform To Tag Doc 34 User wrth signed updated documents Directory Extract a Shi LATE ee Pal data i A The user scans the documents which have been signed or written on using a MFP or scanner Once scanned the document pages will be saved as one TIF file The TIF file is dropped into a specified ScanDirectory For instance if location 1 is set for ScanDirectory1 all scanned images from location 1 will be saved in the ScanDirectory1 folder B The Tag Doc Watch service will pick up and split the large TIF file into two parts TIF and BAR files The BAR files will contain the barcode data from the corresponding TIF file There will be one TIF and one BAR for each page in the large TIF file The TIF and BAR files will be placed into the Scanimages directory C The Tag Doc Watch service picks up the BAR file and extracts the document barcode data The barcode data is the ID of the document in a string format Using the ID Tag Doc Watch will query the database and retrieve the ASCII or text contents of the report page Once the content has been retrieved Tag Doc Watch will mark the record as Processed to indicate that the document has been returned to the system Reform12 Tag Do
6. location to save your simulated print SimulationPr inter SimulationPr inter Printer 1 Printer 2 Finish 20 Since we are using Simulation Printer the next step allows you to select a directory where the SimulatedPrint TIF image will be created Navigate to the Plugins folder of your Reform installation Here create a new folder right clicking in the empty space and selecting New gt Folder Name it SimulatedPrint C view Arrange Icons By d Refresh Customize This Folder Faste Faste shortcut Undo Copy Chri 2 Properties m Shortcut _ SimulatedPrint File Folder 10 29 2009 9 03 AM 21 Use the Browse button to select the newly created SimulatedPrint folder inside your Reform Plugins directory Click OK Reform12 Tag Doc Reform To Tag Doc 14 Browse for Folder El E3 Select Directory H Plugins i ef SaveToFile br ScanDirectory 1 EH Scanlmages Oe fo EH TaqDoc FH Queue H E Scripts FE SendToScripts 22 Verify that the directory is correct Reform Plugins SimulatedPrint and click Finish Simulated Print Wizard Please enter or select a value for te directory fo save pour Snaied pritt To use a static value please type it in the box below If a dynamic directory is available you can view it below as well C Program Files Retor m Plugins Simulatedrr int Cancel 23 You have completed configuring the TagDoc Process Now we will setup the output of the TagDoc Process
7. 0 x 2200 DPT 200 x 200 Width 21 Height 10 Bounds Dim 228 110 S80 319 e Wecan see that it has made the width and height calculations relative to the size of the entire page It also includes the dimensions of the cropping box you drew out Now to use these numbers to speed up barcode scanning transfer them into MinWidth MinHeight and ScanDim in the settings above However you might want to allow some leeway for the MinWidth and MinHeight In our case setting the MinWidth at 15 and the MinHeight at 5 should be enough to speed the process up noticeably e Once you have changed the settings click Recognize Barcode again Look at the results pane and check the Total Time again Relative to your original number it should now be lower Typical scans on larger pages usually take between 1 5 seconds and 3 seconds However if you crop the barcode and tweak the settings you can bring the scanning time down to under a second in some cases While this might not seem like a noticeable difference for a single barcode if you are scanning hundreds or even Reform12 Tag Doc Reform To Tag Doc 33 thousands of images in a typical day this time will add up and using the cropping feature can save a considerable amount of time Troubleshooting Barcode Scanning Problems If you are having repeated problems reading barcodes from scanned pages there may be a problem with the quality of the pages you are scanning While the TagDoc Bar
8. Die to hes and FCS seniorie EN EE E E ERE IEEE 38 OR DE ES ERE E E E E 38 Formi Naming CONVENTIONS sssaaa A er 39 DIE DA e APAA E E E E E E DSE A SEERE RDL 39 Reform12 Tag Doc Reform To Tag Doc 3 What is TagDoc FabSoft s Tag Doc is a complete document management solution for file indexing distribution search and retrieval Hand filing and manually searching for documents are cumbersome and time consuming processes processes that most organizations would like to eliminate Tag Doc eliminates frustrating problems associated with cumbersome paperwork operations Tag Doc efficiently automates the archival of document sets by combining barcode tagging with the scanning utility of any MFP or scanner When bar coded documents are printed Tag Doc stores the text information and assigns a barcode to the document When the document is scanned back into the system Tag Doc will read the barcode and use the associated stored information to automatically route it to printers fax email or archive Tag Doc is 100 accurate and replaces OCR or Zonal OCR type processes which have limitations to their accuracy Tag Doc removes the possibility of errors due to manually filing documents and it enables file content to be fully searchable which frees up time and allows business productivity levels to rise Benefits of Implementing TagDoc e Tag Doc stores the actual content of your documents allowing you to have accurate reliable search results and qu
9. IF THEY ARE NOT Minwidth iw SPONABLE OR Er al aa NECESSA RY 4FICD 9 CODES DONOT CONINCIDE WITH DIANOSIS OR IF TESTS AF MinHeight 3 lw OFRE QUENTLY SECTION Be ICE NET MEDICARE LAW IF MEDICARE DENIES PAYMENT I Al MinGap 9 5 LLY RESPONSIBLE FOR PAYM 5 a NoiseTolerant 4 tl PATIENT OR AUTHORIZED SIGNATURE futoDeskew Deskew RecognizeMode rmBoth MaxDPI 1200 MinDeskewAngle 0 0 ScanDim Want Dim view R sRooo000540 OE T Fit Page Info Dimensions 1700 x 2200 DPI 200 x 200 Width 2 gt Height 1 Bounds nd 663 1159 689 1190 Recognized SR000000540 Dim 221 1034 502 1147 On the right side of the TagDoc Barcode Utility you will see that there are many settings that you can change to modify the barcode scanning process For instance if your bar coded documents are scanned and TagDoc is having a problem reading the barcode or the barcode scanning process is taking too long you can load the image into the Barcode Utility and test out different settings to see if it finds the barcode Basic Functions JE TagDoc Barcode Utility Program Files ReformEnterpriseV 12 ScanImages SCAN948220584 TIF EJE toad Recognize Barcode Reform 12 Tag Doc Reform To Tag Doc 29 The main controls to load images and scan for barcodes are located at the top of the program window The text box is the path to the current TIF image that is loaded To load a dif
10. Reform Plugins ScanDirectory1 by default The service must be running for this task to complete Please see Tag Doc Watch Service section of this manual for more information Once the TIF file is found TagDoc will read the barcode and send it to Reform to process The Reform Spooler will use the data to create the archived PDFs Now navigate to the C SampleArchive directory Here you will see three folders since there were 3 pages in the data sample and each had a different CustomerID which was used to create the sub folders In the AARONFIT0001 sub folder you will find the PDF file named IVC28 PDF Reform12 Tag Doc Reform To Tag Doc 23 O Bak J Ej pa Search We Folder Address 9 C SampleArchive AARONFITOOO1 Name He Ty aFIVC28 PDF 23 KB PDF Tag Doc Watch Service There is one basic service which is installed with Tag Doc It is called the TagDoc Watch Service This service monitors the ScanDirectory1 folder located in C Program Files Reform Plugins for TIF files Once it finds a TIF file when a document is scanned in it carries out a script which attempts to read the barcode on the image Once it recognizes the barcode it then knows all the information from the original data stream and where to route it Knowing this it creates a spooler file to finish carrying out the Tag Doc workflow To view currently installed services go to Start gt Control Panel gt Administrative Tools gt Services shy Distributed
11. Reform To Tag Doc Reform 12 Tag Doc Reform To Tag Doc 2 Table of Contents Wee 1S Ta BOE nee EEEN EE EA E ITEE E 3 Benefits of Implementing TaGDOC ccseccsecssccseceeeeseeesecseceseceeeeseceueeeeaeeeeueeseaeeeeeeeees 3 System Requirements cycictsncuriacsaniminaserpbdcerewteswanssnnasanscundaawannienenanseudeieniiaveuvasianreamataeeauns 3 Hardware ReguirementS ori FEER EEO ESERE arsana 4 AAEE EE a EAA E E E EE A E E E E E 5 Plugin Registration and Licensing cccccsccsecsecsecenccseeeseceuceeceseeseceseeeeceeeeeeeeeceseeeeeesees 5 Setting up your First TagDoc Enabled Form ccccsccssccsecesecseceseceuceseceeceseceeeeseeeeeeneees 6 Tag Doc Watch SEVICE suieiereireeari i rear niU nE ANAE E E Aerea 23 MaMe NERE epa A E N A A 24 Manually Correcting Bal CO GCS saciaactescenievantecde sane numeqenacenaautaasece AEA TNE 26 PACD OG Barcode Utility iranere EDEL ERE Reese 28 BSS FUNCION eee E E E S E E E 28 Troubleshooting Barcode Scanning Problems ccsccseccsecseceseeeseceeccseceuceseeeneeseeeees 33 How Tag DOC WORKS ion kn EEEE Ea UNEA EEEE E Eai 33 PS A E E E E E sevaacesanauneencanteduneubeeumwaicacnecneesccinoemasteaees 33 FS e eae E E E EEA E EE A E OE AE 33 PS e aar E E E S E EE ER 35 Advanced TagDoc Informati n cccsccssccsecceccsscsceseccscssscensccustseceusessccusteessesesseescessss 35 Configuring the Data Source Name DSN ccccceecsecseccseeeeceeeceseeeeceseeeeceeeeeeeees 35
12. Transaction Coordinator Coordinate Manual Network 5 Sa DM Upload Client Automatic Local System Sa DNS Client Resolves 4 Started Automatic Network 5 fs Error Reporting Service Allows erro Started Automatic Local System Sa Event Log Enables ey Started Automatic Local System foe Eyer 2 Fabsoft Tag Doc Watch Process 5c Started Metwork 5 see Fast User Switching Compatibility Provides m Manga Local System Ra FTP Publishing Provides F Started Automatic Local System Sa Help and Support Enables He Started Automatic Local System SBa HTTP SSL This servic Manual Local System Sy Human Interface Device Access Enables ge Disabled Local System By default the service is installed as a Network Service Depending on your environment this service may or may not have enough permission to accomplish its Reform12 Tag Doc Reform To Tag Doc 24 task To ensure that your files get processed properly it is recommended to run the service as a local administrative account To do so right click on the service and go to Properties Next click on the Log On tab FabSoft Tag Doc Watch Properties Local Computer FJ General Log On Recovery Dependencies Log on as O Local System account This account demo fabsoft comi fou can enable or disable this service for the hardware profiles listed below Hardware Profile Service Profile 1 Enabled Here you can browse for your administrative accou
13. aption will turn green Tagboc 18 You will be prompted to configure TagDoc upon completing the connection Click Yes If you click No you can also double click on the TagDoc object or rightclick on the object and select Configuration at a later time This configuration will consist of choosing where to embed the barcode and what to do with the bar coded document The first piece of information is the position of the barcode Select Lower Right and click Finish The barcode can be moved around in the Designer after the workflow is executed Welcome to the TagDoc Wizard Where do you want to embed the barcode Upper Left Upper Right Lower Right bower Left Reform12 Tag Doc Reform To Tag Doc 13 19 Next you must select where to print the bar coded document We will be using Simulation Printer to simplify the TagDoc demonstration When configuring a production system you would select an actual printer at this point Since we are using a simulation printer Reform will let you select a directory that it will create the TIF image in This will simulate printing the document and scanning it to the hard drive as a TIF image You can then move the TIF image to the correct directory to continue the workflow Select SimulationPrinter and click Finish Wizard Select Printer Please select the Device you will be printing the TagDoc Barcode on If selecting Simulation Printer you will be prompted for the
14. ave an easier and quicker time differentiating between the barcode and other objects on the page e Use the TagDoc Barcode Utility to zone in on the barcode and test that the system doesn t have any problems finding and understanding the barcode e Use the same DPI for all scanned Tag Doc documents Reform12 Tag Doc Reform To Tag Doc 28 TagDoc Barcode Utility The Barcode Utility is an application included with the TagDoc installation It can be run by going to Start gt Programs gt Reform gt TagDoc gt Analyze Tag Doc Barcodes fm Reform fe TagDoc Be nalye Tag Doc Barcodes Mm Startup Adobe Reader 9 E Internet Explorer Z Correct bad Tag Doc barcode Documents B Install MOST screens E TagbOT User Manual The Barcode Utility is used to test how well a barcode is able to be read by the TagDoc barcode scanner It is also used to diagnose and identify the barcode recognition problem Barcode Utility allows you to tweak different settings and change how TagDoc scans for barcodes in your TagDoc enabled workflow which can solve barcode readability issues as well as improve the rate that the scanner finds barcodes TagDoc Barcode Utility Joey C Program Files ReformEnterprise 12 ScanImages 0 TIF _ 2 Load 3 Source _ Recognized ENA a If Settings x Ing fed erne es ali e MEDICARE ADVANCE BENEFICIARY NOTICE ABN LIABILITY WAVI ee 2 HAVE BEEN INFORMED THAT MEDICARE WILL DENY PAYMENT FOR TESTS
15. c Reform To Tag Doc 35 D Tag Doc Watch will retrieve the directory path of the TIF file associated with the page contents obtained in part C The TIF file path and page contents are then matched and stored into a Spooler file E The Tag Doc Watch service will repeat C and D until all BAR and TIF files are processed and appended to the Spooler file The completed Reform Spooler file is saved into the Spooler directory Phase Ill The Spooler file produced in Phase II is used to create forms for printing archiving emailing and faxing User crestes Forms far ages i I i g i Printer A User creates forms based on output files produced in Phase II The forms are prepared for printing archiving emailing or faxing based on user needs B When the user processes the new form Reform Spooler will match the TIF file and Form with the Spooler file The Spooler will then push the file through to the intended technology C Any combination of Printers Archive systems Emails or Fax machines will receive the form based on your configurations Advanced TagDoc Information Configuring the Data Source Name DSN Once Tag Doc has completed installing you may want to configure the Data Source Name or DSN the DSN was automatically added as a System DSN during the Tag Doc Reform12 Tag Doc Reform To Tag Doc 36 installation The Tag Doc process relies on information stored within the SQL database To config
16. c value please click the appropriate button below and then select it from the list Static Click here to enter static information Dynamic Discount 0 00 0 00 DueDate 9 28 f2002 ExtPrice 40 00 399 95 ceMo I YC 28 InvoiceToNamne Aaroan Fitz Electrical ItemNumber 24X IDE 400PR0C LikBarcodel IWC28 Lookup 4aron Fitz Electrical Misc 0 00 ma Reform 12 Tag Doc Reform To Tag Doc 19 31 You have completed configuring your TagDoc workflow Your 3 objects TagDoc Demo TagDoc and Archive should all be green meaning they have been successfully configured and the workflow is ready to be created Ty a n Demo lt E gt qT HH G k Archive HJ 32 To make all the appropriate forms and changes the workflow must be executed This is done by clicking the Execute button Ni Execute on the menu bar After execution you will be notified about what has taken place Click OK Cy Completed configuring the workflow TagDoc Demo sends the data to TagDoc TagDoc sends the data to Archive Cancel 33 Your Scanned form has been created with the name TagDocScanned FOM in your forms folder This is the form that TagDoc will use once the document is scanned and the barcode is read A backup of your original TagDoc FOM form has been copied to the Workflow Designer Original Forms folder in forms directory Reform12 Tag Doc Reform To Tag Doc 20 Any permanen
17. ck On it Ls D amp Tag Edit Caption Align to Grid Delete Ctrl Del 12 You are now presented with the Input Setup window First we want to select the TextFile or data stream that our form will be using To do so you can simply begin typing in the box or you can browse to find it We want to select the TagDoc out file Click the small folder icon to bring up a window which will let us choose that file Select the file and click Open Reform12 Tag Doc Reform To Tag Doc 10 Browse Look ir at Backups E SalesOrder out Check out bly Recent PackingSlip out Documents i l Letter out mi Taqboc out Desktop El SaveToFile out My Documents My Computer S My Network Files of type 13 After choosing the text file you are taken back to the Input Setup page so that you can now select a form Click the small folder icon to bring up a window which will let us choose the desired TagDoc FOM form file Select the FOM file and click Open Browse FE Look ir Forms v p9 mi 4 E Tagdoc FOM A 4 My Recent Documents Desktop My Documents g My Computer File name My Network Files of type Cancel lt lt Previous Finish Reform 12 Tag Doc Reform To Tag Doc 11 14 Now that you have both your Input Text File and Reform Form selected the setup of Form and File is complete You can quickly double check that the correct files are se
18. code Reader is versatile problems can still occur when pages are repeatedly processed and scanned If you have tried working with the TagDoc Barcode Utility and were not able to successfully fix barcode reading problems you may want to try to follow the advice outlined below If scanned pages are too light in color it may be troublesome to pinpoint the location of the barcode To decrease the chance of a barcode misread try raising the contrast on your scanner so that the lines appear darker This will make it much easier for the barcode reader to perform the scanning process and will lessen the chance of an incorrect read How Tag Doc Works Phase A document is bar coded in Reform using Workflow Designer The bar coded document is then printed Upon printing Tag Doc will do the following 1 Enter the barcode number as the ID of document into the database 2 Register the contents of each page into database 3 Generate a new form name using the current form name plus the word Scanned and enter it into the database Once printed the bar coded documents can be dispersed as needed For instance if the documents are purchase orders that require signatures the purchase orders will be given to the appropriate person for signing Once signed the second phase of TagDoc can begin Phase Il Once the form has been signed the document will need to be processed The user must scan the document using a MFP or scanner The resulting TIF file
19. ease type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Static Click here to enter static infor mation Dynamic BonusDiscount 21 99 CompanyAddress 4277 West Oak Parkway OTS YS Te ne Ori CAPE CustomerID 44RO0NFITOOOL Chicago IL 6003 0 DeliveredToName Aaron Fit Electrical Description 24 CD ROM 400 Processor Discount 0 00 0 00 DueDate 9 28 2002 ExtPrice 40 00 399 95 Freight 0 00 InvoiceDate 8 28 2002 Ceed 29 It will ask you to enter a value for Folder2 We do not wish to create any more subfolders so click Stop Looping Reform12 Tag Doc Reform To Tag Doc 18 STF Wizard Please enter or select a value for Folder 2 Example Rootfoider Folder 2 Folder 2 Folder 3 To use a static value please type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Dynamic Click here to select variable dynamic information 30 Next we will do the same thing for Filename We want to use variable data for the FileName of the archived document To do so first click Click here to select variable information Then the list of variable data will appear From this list select InvoiceNo you will have to scroll down Click Finish STF Wizard Please enter or select a value for AfeVane To use a static value please type it in the box below To use a dynami
20. ferent image click the button to display the open file dialog This will allow you to choose a TIF file to open and then it will display the TIF under the Source tab toaa Refreshes the currently loaded TIF image sA Recognize Barcode Starts the process of scanning the TIF image for the barcode The results will be displayed on the bottom of the window If the barcode is found the dimensions of the barcode will also be displayed Settings Pane Settings A C a Minwidth 12 fal MinHeight 3 fad NoiseTolerant 2 tad RecognizeMlode rmHorz MaxDPI hh a Le MinDigits Deskew Deskew MinDeskewAngle Auto ontrask mm J E mm E o Wi a Contrastlevel 14 SutoFlip Flip ScanDim want Dim If TagDoc is having trouble reading barcodes or the reading process is taking too long changing some preferences in the Settings pane can improve the barcode scanning process and make it more accurate amp Load your saved barcode scanning settings from an INI file E Save the current settings to an INI file Options MinWidth The minimum width of the barcode in relation to the size of the page in percentage MinHeight The minimum height of the barcode in relation to the size of the page in percentage Reform12 Tag Doc Reform To Tag Doc 30 MinGap If there are multiple barcodes on a scanned page you specify the minimum percentage that should
21. fofder where pour files wil be saved You wil be given options for subfoiders next To use a static value please type it in the box below If a dynamic directory is available you can view it below as well CSamplearchives Browse 27 The next screen will ask you to enter the name of a subdirectory For this subdirectory we would like to use data that is available in the data stream instead of a static value To do so we first must click the Click here to select variable information button Note After doing so we see that a list will appear with the different fields that you can choose for your variable data If you want to go back to static input mode you can do so by clicking the appropriate button for static information and then you will be able type static information Reform12 Tag Doc Reform To Tag Doc 17 Please enter or select a value for Folder I Example oo thoiger Folder 1 Folder 2 Folder 3 To use a static value please type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Dynamic R Click here to select variable dynamic information 28 We now want to select the dynamic object CustomerID for Folder 1 as the variable data source Select CustomerID from the list and click Next STF Wizard Please enter or select a value for Folder 1 Example Rootfoiger folder 1 Folder 2 Folder 3 To use a static value pl
22. g too long to scan for the barcodes To greatly improve the speed you can use cropping to set the location of where the barcode is located e First let s check the current reading speed of this particular page e Load the TIF into the Barcode Utility and click Recognize Barcode You will notice in the bottom pane that it displays the scanning results Look at the number of milliseconds next to Total Time ms We are now going to crop the barcode to see if we can bring the scanning time down e Pan around the image until you find the barcode e Next click and drag a box around the edge of the barcode but be sure to leave some extra room on the sides In the event that a barcode is slightly shifted during the scanning process we want to be sure that the scanner doesn t overlook it if the barcode runs over the edge of the crop line Reform12 Tag Doc Reform To Tag Doc 32 f R aus wal Ly TagDoc Barcode Utility E C Program Files Reform Plugins ScanImages SimulatedPrintUYB3UIZ2F w Load 4 Recognize Barcode Source Recognized AutoDeskew V Deskew A 1 lofi RecognizeMode rmHorz EA MaxDPI 200 a MinDeskewAngle 0 3 MinDigits ScanDim Want Dim iew Zoom 100 ROOOOOOOLS Dimensions 1700 x 2200 DPI 200 x 200 Width 21 Height 10 Bounds Dim 228 110 580 319 near e You will notice that the Information fields have been populated LIIL ee fo Info Dimensions 170
23. hanced method of designing a workflow The Workflow Designer will allow us to configure the form we are about to create from a template and automatically generate and configure a Scanned form which will be used when the bar coded document is scanned First the Reform Designer must be started To open it go to Start gt Programs gt Reform gt Designer 1 For the example we will be creating a new form with an existing template Go to File gt New gt New Select the TagDoc template and click OK TagDoc FIM Tag Doc Sample Invoice with Coupon 2 When it asks if you would like to open a text file for designing select No Next go to File gt Save to save your form Name it TagDoc FOM 4 You can now close the Reform Designer since we have our form which we will be using alongside the Workflow Designer to route the document Now that we have our form we can begin to create the desired TagDoc workflow using the Workflow Designer First the Workflow Designer must be started AR 5 To open it go to Start gt Programs gt Reform gt Workflow Designer 6 Once open we must go to File gt New Reform 12 Tag Doc Reform To Tag Doc 7 e Reform Workflow Designer File F ction B new 3 dk 4dd Side Connector ak 4dd Connector Wi Execute Jol Open von Reread Library kal Save Save AS kid Setup Work Flow Exit hid Process hid Output 7 Select Document Automatio
24. ick easy document retrieval Many document imaging solutions rely solely on scanning and unreliable OCR Optical Character Recognition which has many disadvantages e OCR is not guaranteed to accurately recognize characters e Document appearance is vital to OCR and errors could easily be caused due to issues such as an unrecognized or colored font or when the image is faint or misaligned due to a variety of scanning issues e When inaccuracies occur they must be thoroughly examined and altered which takes up large amounts of time e Elimination of manual filing and searching leads to reduced departmental workload and operational costs e Tag Doc provides you with the ability to distribute important document information with ease Digital files can be sent to any device in the department or company Examples include servers e mail systems fax systems etc System Requirements e Reform 12 Enterprise or Reform 12 PDC e Tag Doc Plugin e For Evaluation and Demonstration Windows XP Windows 2003 Server Windows Vista Windows 7 or Windows 2008 Server 64 Bit Operating Systems are Supported Reform12 Tag Doc Reform To Tag Doc 4 e For Production Systems Windows 2003 Server or Windows 2008 Server 64 Bit Operating Systems are Supported e MS SQL 2000 2005 Client or Server or MS SQL 2005 Express the TagDoc installation will automatically download and install SOL Express 2005 e Microsoft NET Framework 2 0 the TagDoc installati
25. ill have two Reform12 Tag Doc Reform To Tag Doc 39 additional components a page process script TagDoc fbs and a barcode field labeled ID For more information on creating a bar coded form for Tag Doc please refer to the section Bar coding Documents NameofYourForm Scanned FOM is the form used after the altered document has been scanned and processed by Tag Doc This form will be used to print archive email or fax the document For more information please refer to the section Creating Forms for Scanned Documents Form Naming Conventions Forms 1 Forms used in Phase may use any name fitting for the form with no specific format 2 Forms used in Phase III must use the following format lt FormName gt Scanned fom Phase I Form Name Corresponding Phase lll Form Name ServiceWorkOrder fom ServiceWorkOrderScanned fom Examples EquipmentPO fom EquipmentPOScanned fom PickingTicket fom PickingTicketScanned fom Note For each form used to create a bar coded document there will be a matching form of the same name with the word Scanned appended at the end Reform12 Tag Doc
26. lected and then click Finish Input Setup TagDoc Form and TextFile to be used in the Workflow Please enter the form name and textfile name or browse for them PMO EEL c Prograrn Files Reformi Forms TagDoc FOM He Cancel 15 You will also be prompted to add a page break field to the forms At this point we want to select No 16 Next we want to add a TagDoc Process to our workflow We use the same drag and drop procedure as with the Form and File see step 9 Take your mouse and drag the TagDoc from under Process onto the workflow somewhere below your Input Once you release your mouse you will be prompted to describe TagDoc Type TagDoc in the box and then click Finish Reform Setup TapDoc 1 Please enter a description for TagDoc 1 Cancel lt lt Previous Finish Reform12 _ TagDoc Reform To Tag Doc 12 17 Once you click Finish you are taken back to your workflow Your TagDoc will have a Red Caption because it is not yet configured To configure TagDoc you must first connect the Form and File object titled TagDoc Demo To do so first select the Add Connector button from the menu bar Next drag your mouse from the small x underneath TagDoc Demo to the small x above TagDoc as pictured below When the connection is complete the connecter will turn black if red connection has not been made correctly try again and the TagDoc Demo c
27. n and click Ok New Workflow Available Workflows Document Automaton Document Restrictions 8 You will now notice that your Inputs Processes and Outputs have been populated by the various plugins you have installed TagDoc being one of the Processes Reform12 Tag Doc Reform To Tag Doc ul b Ta A ae ay Add Side Connector ak dd Connector W Execute A General x i i Comment a Input Aj Form and File fr From MOST d i is Process DAC Output Al e R Email S Printer fer SaveToFile 9 We can start adding the necessary components to the workflow First drag and drop a Form and File object onto the workflow by clicking and holding your mouse on Form and File and then moving your mouse over to the workflow and releasing the mouse button Input Form and File 1 ma Process a ef DAC You will be prompted with a dialog to describe the input Reform112 Tag Doc Reform To Tag Doc 10 Enter a description for the object you just added This is done by typing in the provided box Type TagDoc Demo and click Finish This will take you back to your workflow Reform Setup Form and File 1 Please enter a description for Form and File 1 Description TagDoc Demo Cancel 11 Now we are ready to configure the TagDoc form and input file To do so right click on the newly added object and select Configuration or simply double cli
28. nt and enter the credentials Click OK when complete After doing so the service must be stopped and restarted Maintenance There are certain directories and SQL tables that need to be monitored for growth along with the Tag Doc plugin for Reform 12 As a system processes more and more jobs the size of these directories and SQL tables can grow very quickly Overall system performance can be affected by the large amounts of space that the files may take up Also there exists a 4GB database limit if using the Microsoft SQL Server 2005 supplied with this installation Obsolete files database entries should be deleted according to your needs and file retention specifications It is recommended to monitor the following directories and SQL tables for growth Directories C Program Files Reform Backups C Program Files Reform Spooler lmageQueue C Program Files Reform Plugins Scanlmages C Program Files Reform Plugins ScanDirectory1 Unrecognized Reform12 Tag Doc Reform To Tag Doc SQL Tables Transactions Reform 12 25 Tag Doc Reform To Tag Doc 26 Manually Correcting Barcodes Occasionally a bar coded document will get scanned and the barcode is not able to be properly recognized While the TagDoc barcode scanner is extremely accurate and flexible if the barcode has become distorted a misread may occur There is a script available that is included with the TagDoc plug in that will check for barcodes that have
29. on will automatically download and install the NET Framework 2 0 if it is not already present on the current system All required Reform software downloads can be found at www fabsoft com gt gt Downloads section Hardware Requirements e Production System Recommendation These suggestions are only estimations High load environments may require multiple servers or additional hardware Pentium 4 Processor 4 GB RAM HDD Space 100 GB Redundancy recommended Battery Backup UPS Dedicated server no other software products except for virus and security programs M ER od a e Minimum System Requirements for demonstration purposes only 1 Pentium 4 Processor 2 2 GB RAM 3 HDD Space 30 GB Hardware specifications depend greatly on the workload and throughput that is required Higher end processors and greater amounts of memory will increase the amount of information and data that Reform can process thus improving overall system throughput For load balancing or failover multiple servers can also be used Note A license for Reform and each plug in is required for each server running the software Before obtaining the server that you plan on utilizing for Reform please check the plug ins user manuals for System Requirements as well as they may require additional hardware For production systems we also recommend redundant hard drives utilizing the mirroring features of RAID Redundant Array of Independent Disks to minimize da
30. ory Right click and select Paste Pasting the data stream to this folder simulates printing from Windows AS400 Unix etc Address P C Program Files Reform Spooler Name E spoolg Ict View d Arrange Icons By d Refresh Customize This Folder Properties 38 When the Spooler Application begins processing the file you will notice the file name change to something similar to the image below eS TAGDOC TagDac out JeVR3P 39 This will complete the printing process Since we have selected the Simulation Printer we can now use the TIF image that was generated Navigate to the directory C Program Files Reform Plugins SimulatedPrint You will see the file SimulatedPrint TIF Reform12 Tag Doc Reform To Tag Doc 22 40 Right click on the file and click Copy Address 0 C Program Files Reforrn Plugins SimulatedPrint Name Size Type ite 202KB TIF Image Preview Edit Print Open With Send To uk 41 Now navigate to the Reform Plugins ScanDirectory1 folder and paste the TIF image C Program Files Reform Plugins ScanDirectory1 File Edit View Favorites Tools Help Back 7 E A each gt Folders oS Go X 19 E E C Program Files Reformi Plugins ScanDirectory 1 ddress Mame Size Type 0 YJE Arrange Icons By Refresh Customize This Folder Faste Undo Rename Cr Mer Properties 42 The TagDoc service monitors this directory
31. rected WR000000019 Not a Barcode Cancel Above the barcode was intentionally distorted by inserting some text over it so that the scanner could not correctly figure out the value To fix this problem we would look at the value under the barcode and enter it in the text box on the bottom of the window In the below example we change the W to an S Tiff Name C Program Files Reform Plugins Scandirectory 1 Unrecognized SimulatedPrintUYB3UJZZ2FULNVOOO3UYB4BU3WX4IRT 000 1 tif Barcode 1of1 Unrecognized wRooooo0019 Corrected skooooo0019 Not a Barcode Cancel After you enter the barcode value and click OK It will update the bar file associated with the TIF and move them into the Scanlmages folder It also creates a spool file with the location of the TIF and the original data stream to be processed by the Reform Spooler Assuming you have more scanned bar coded images that could not be recognized the script will continuously run through each image allowing you to enter the value so that they can resume processing through the system To avoid any kind of incorrect barcode readings always try to follow these 3 points e Use quality paper when you print out the original document with the barcode on it This will help to avoid scanning issues e Always use AT LEAST 300 DPI for your scans This will increase the document dimensions and image quality to allow the TagDoc barcode scanner to h
32. t form changes should be made to this original form as it is used throughout the form configuration process as a template If any updates or changes are made to this template you Must execute the workflow again for your changes to appear in the forms 34 You can now close the Workflow Designer When prompted you May save your workflow so that you can go back to reconfigure it at a later time 35 The Spooler Application should now be started by clicking Start gt Programs gt Reform gt Spooler Once it is open press the Start button It should now say Start in the lower left corner a Ifit was already running it will need to be stopped and restarted so that it recognizes the new forms that were created by the wizard all Reform 2 Spooler Monitor Unicode Unregistered Version File Action Log Help oa apr Forms Process Results Form Name Description B TagDoc Documents barcoded by Tag Doc B TagDocScan Documents to be saved to a File i Start Service Account Network Service m 36 Navigate to your Reform Backups directory Select the TagDoc out file right click and select Copy Reform12 Tag Doc Reform To Tag Doc 21 gt Backups File Edit View Favorites Tools Help Back ig Fi 2 Search Wey Folders E Address E C Program Files Reform Backups Search Companion x Name Size Type zl 3KE OUT File create Shorkcuk Delete Rename Properties 37 Navigate to your Reform Spooler direct
33. ta loss and expedite system recovery in the event of a hardware failure Battery backups are also suggested to maintain system uptime and reliability in case of power failures Reform12 Tag Doc Reform To Tag Doc Installation To install the TagDoc plug in to your existing Reform 12 installation download and run the TagDoc executable tagdoc exe The installer will launch Click Next If you do not have the NET Framework 2 0 or SQL Express 2005 installed already the installer will download and install these for you prior to the TagDoc plug in being installed After all of the installations complete click Finish The TagDoc plug in is now installed Plugin Registration and Licensing When evaluating Reform 12 the plugins will also be in an evaluation mode for that period of time Once Reform has been purchased and licensed the required plugins must also be licensed in order to continue functioning correctly Please see the Reform 12 Licensing and Registration section of the Reform 12 User Manual for more information on how to license Reform 12 Plug ins After the license is entered the Reform Spooler will need to be restarted to refresh the licenses More information regarding the Reform Spooler Service can be found in the Reform 12 User Manual Reform12 Tag Doc Reform To Tag Doc 6 Setting up your First TagDoc Enabled Form To add TagDoc to an existing form we will be using the Workflow Designer which is a visually en
34. the image if a barcode cannot be read on the first try ContrastLevel This is the level to which the contrast is adjusted Range is 1 20 default is 14 Only applies if AutoContrast is enabled AutoFlip Set to off by default If enabled TagDoc will rotate the image 180 degrees if a barcode cannot be read on the first try View Pane View i FitPace Info Dimensions 1700 x 2200 DPI 200 x 200 Zoom Change the percentage of the zoom on the loaded TIF image Fit Page If this is checked the TIF image will be constrained to size of the window Info pane Displays some useful information including the dimensions and the DPI Reform 12 Tag Doc Reform To Tag Doc 31 When you use cropping on the TIF image the info pane will display the dimensions of the crop box and the width and height percentages These values can be used in the settings to make barcode scanning quicker by limiting how many different combinations it will use to find the barcode Cropping To crop an area in the TagDoc Barcode Utility you must first load a TIF image Once it is displayed in the Source tab you can click and drag a box over the image You can then resize the box or drag the box around the image by clicking on it and moving it around Cropping will allow you to get 3 values that you can use to make the barcode scanning process more efficient Let s say you are scanning bar coded invoices that all have uniform barcode placement but they are takin
35. ure the DSN access your Control Panel by navigating through your Start menu The following is the default pathway Start gt Settings gt Control Panel Once the Control Panel window opens find and click on H Administrative Tools Next click on la Data Sources ODBC You will be presented with the following window Click on the System DSN tab Click on FSMonitorDataSource in the list and then click on the Configure button ey ODBC Data Source Administrator User DSN System DSN File DSN Drivers Tracing Connection Pooling About Sustem Data Sources Add Remove Configure 4n ODBC System data source stores information about how to connect to the indicated data provider A System data source is visible to all users on this machine including NT services Cancel Help At the source make sure it says local FSMonitor Click on Next to continue Reform12 Tag Doc Reform To Tag Doc 37 Thi riait vill hel pou ceaaie an ODBC dala source Ghat pou can use to connec to SOL Serve i whet nama do pou mar ba useho ele o dala ouina How da agu wan lo descia the daa amica Descnphior I Which SOL Sever doyou want to connect to Serer ocali FS Morto Select With Windows NT authentication using the network login ID and check the option Connect to SQL Server to obtain default settings for the additional configuration options Click on Next to continue MED Serer authentcaton using
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