User's Guide - Laser Systems
Contents
1. pen Batches a Stop Processing tee H Figure 12 2 Batch Processing Complete Once the Barcode Processing is complete the batch will appear inside Barcode Processing History To exit click er m2. Demo 1 admin 0 00 00 Demo 2 admin 0 00 00 New 1 admin 00 03 newoned9 1 admin 00 00 newtest09 11 admin ARS Box1Re01 ARS Box1Re01 admin 00 00 Diamond OfficeGemini 001 admin Dokmee Hospital 1 admin 00 00 Dokmee Prueba 002 admin 00 00 o ian Bae o Ben C fae C ee gt He OO O OF SG Cc s OF O CO O So ian ae o Bean C Ben C eae Ga ie So Hae o Bae o fae o ie Co Ie 13 0 0 0 490 D 5 0 DVision Demo 4 admin 00 00 Figure 3 23 Settings Admin Access Reporting Detailed Overview z i The Index Profile Detail Report will display the Number of Pages scanned OCd Indexed and Exported through each profile As well as the time spent on each Module In order to generate a report first select a report date range to search by Then click on to generate and view the report File Tools Scanne ettings Help Report Options Report Date M 2 23 2009 m M 2 23 2010 m DIAMOND VISION REPORT INDEX PROFILE DETAIL 2 23 2009 2 23 2010 Page 1 of 1 Export Deleted Scan Page ScanFeed Imported QC Page Page Doc Page ScanTime QC Time Index Time Manual Time Total Time Index Profile Count Count Pages Count Count Count hhimm hh mm hh mm hh imm hh mm Adia Invoice 0 0 141 0 05 59 00 04 00 09 06 12 ARS 215 295 02 58 03 33 05 52 8 82 23 00 00 A 00 00 13 49 00 06 p 01 21 01 32 ARS Box1Re01 0 Diamond 490 Dokmee 00 00 g 00 00 R 00 00 00 19 01 42 00 00 00 04 DVision
3. Creating Batches To create a new batch open the Batch Directory and go to the New Batch section of the form E Create New Batch Figure 4 2 Batch Directory New Batch z i Type the Name of the new Batch in the Batch Name field do not enter any spaces In the Batch Number field enter either characters or letters do not enter any spaces The Batch Name listed in the Batch Directory will be as follows BatchName_BatchNumber Select a Profile that the Batch should be assigned to Click Foenn ean Batch Management Change Module To change the Module that a batch is in select the batch in the Batch Directory and go to the Choose Module section of the form Choose Module Osc ec Oc CO Export File s gy Change Module Figure 4 3 Batch Directory Change Module Select the Module that the Batch should be in and clicki rseMeue 1 Module abbreviations SC Scan QC Quaility Control IDX Index XP Export Change Status To change the Status of a batch select the batch in the Batch Directory and go to the Change Status section of the form Change status Ce Ready Suspended Error O Rescan File s sg Change Status Figure 4 4 Batch Directory Change Status oe 39 Select what the Status of the Batch should be and click eg r 1 Ready indicates that the batch is ready to be opened in the current module and has not yet been opened in that module Suspended indicates that the batch was
4. Settings Admin Access Reporting Additional Cost Employee Entry Here you may also create or edit an existing employee name and cost per hour Once the employees information has been entered click manual time entry log in order to assign the employee to an index profile the date and time spent on the profile can also be adjusted to accurately generate a report with all cost included Time hh mm jose Adia invoice 5 00 e Figure 3 31 Settings Admin Access Reporting Additional Cost Manual Entry me i Under the Profit Revenue per Index Profile report type Diamond Vision will calculate the users cost along with the additional employees cost under the cost section based on the amount of time recorded by the user The cost per page of the index profile will also be calculated under the revenue section The calculated total figure will then be available under the profit section In order to generate a report first select a report date range to search by Then click on SS zapen generate and view the report 5 Diamond Vision Main Window Admin Reporting BAX File Tools Scanner Settings Help genee Report Options A el Ze Si 8 S IK lt gt DUS ite Kl 2 23 2009 ww 2 23 2010 ei Report Type Detailed Overview DIAMOND VISION REPORT Index Profile Detail PROFIT REVENUE PER PROFILE 2 23 2009 2 23 2010 User Employees Work Detail Pa
5. Validation Use Database Validation Access File path mdb E Index field to validate Use extra field it will not appear in exported index file Table to be used kl Match column x Autofill index fields from results RIRIRIRIRIR w Figure 3 15 Settings Admin Access Index Profile Database Validation Type the name of the Database Validation Template usually the same as the Profile Name Select the Profile that the Template is to be linked with Browse for the mdb file When indexing in the Index Module using the Database Validation Template Diamond Vision will take the value entered into the Index Field specified and go to the Table specified in the Column specified and find that value Once the value is found it will fill the other Index Fields according to the value in the column they are matched with Select the Index Field that a value is to be manually entered into by the user Select the Table and select the column of the table in the database that should be searched Then match the database columns to the corresponding index fields that should be filled Click Gi oe 23 Export The export section allows the administrator to choose an existing export template 5 Index Profile New Profile Index Fields Barcode OCR Database Validation Offsite Indexing No Export Template Use Export Template Select an existing export template To
6. field individually within a profile i Sticky Field Length Defaut Value Ces EES o Sek Te Figure 3 11 Settings Admin Access Index Profile z l Type the name of the index field Repeat this for each field The user can Re order the fields using the A W keys To remove an index field select the field in the list and click Des 1 If editing an existing profile click 4 when complete Field Options Field Name Required Sticky Field Length Default Value Field Type Delete __ Title 255 Select list v Select List Delete Name 255 we Numeric and text v ID 255 zt Numeric and text sg Figure 3 12 Settings Admin Access Index Profile Field Option Check the desired option for each field Required Field forces a value to be entered into the field in the Index Module the field may not be left blank if the option is checked Sticky Field carries the value entered in this field from the previous document onto the next document It allows the user to stick the value entered for that field on every document until changed Default Value allows the administrator to enter a default value that will appear in the field during indexing rather than a blank value that is shown by default Field Type allows the administrator to specify what type of characters may be entered in the field Numeric and Text allows users to enter any value from the keyboard into the index field Numeric Only allows only numbers t
7. folder on the hard drive of the local machine and point to that folder Browse For Folder Please select your central Path Example serverMachine DW Server My Documents ES d My Computer EA My Network Places Recycle Bin 9 ARMA CH Audit 15 0cto CD Desktop Eve Care Database m Make Mew Folder Figure 2 7 Central Path SQL Settings Once a Central Path is chosen the user will be prompted to point to the SQL Server Input the IP Address Port User ID Password and Database Name Click L sere J SOL Server IP Please enter your SQL Server Information IP Adress 192 168 0 10 1433 Admin User Name sa Seana Admin Password SQL Database DV19 Central Path Og vista SQLT2 sre Figure 2 8 SQL Settings Register To register Diamond Vision go to Help in the menu bar and select Update License File Tools Scanner Settings S al fe Check Updates ye Update License Figure 2 9 Help Update License Batch Processing Blank Page Removal The Activation window will appear Update License Current Status Licence Type Permanent Days Left Unlimited Status Active Updating License Serial Number USA 1 866 748 6464 Awww OfficeGemini com mailto activation officegemini com 598334092 Diamond Vision License Key G0582 F 1082 DC103 39E90 50F0100G Figure 2 10 Help Update License Activation Window Once the
8. license has been purchased and an email confirmation has been received copy the Serial Number from the Activation window and email it to activation officegemini com This needs to done to each workstation individually A License Key will be emailed back Enter the License Key in the Activation window and click Lss 10 Check for Updates To check for updates and upgrades go to Help in the menu bar and select Check Updates Update License i About Figure 2 11 Help Check Updates P l 11 SC Administration Admin Menu The Admin section of Diamond Vision is only accessible using admin accounts User Profile To create edit and manage user accounts go to Settings gt Admin Access gt User Profile gt Dem Index profile e Set Batch to Profile D User profile Re Import Reporting CC Restore Indexing Figure 3 1 Settings Admin Access User Profile Employee Information To create a new user account fill in the Employee Information Tab and click d New To Edit an existing account select the user account on the left side and change the necessary information then click Eu JL To delete a user account select the user account on the left side and click 2e User1 User2 Administrator Full John Smith Jane Smith ights Figure 3 2 Settings Admin Access User Profile Employee Information on 12 General The general section allows the administrator to manage use
9. modify or create a new template go to export module Figure 3 16 Settings Admin Access Index Profile Export In this section the user can select an export template from a previously exported batch This option will assist the user by loading settings in the Export Module To select an export template check Use Export Template Use the drop down list to select an export template Export Templates can only be edited and modified from the Export Module 24 k et i Soll pm Copar Offsite Indexing The External Indexing section is used to specify where the files that are copied for offsite indexing should be stored for each profile Index Profile New Profile La Index Fields Barcode OCR Database Validation Export Offsite Indexing eesesesesesesoseoeesseosesseseossosessesnsoesoes Copy for Indexing Use default path yourCentralPath READY TO INDEX 3 Altemate Path rr Import Indexing i Use default path yourCentralPath READY TO IMPORT CH 3 AltematePath Delete related file and folder after indexing is completed Cost Number of Chracters Figure 3 17 Settings Admin Access Index Profile Offsite Indexing Select the Profile to modify By default Diamond Vision will send the files to the Central Path in a folder labeled READY TO INDEX profilename To change the directory uncheck the option to use the default path and then brow
10. opened in the current module but not yet completed Error indicates that there is an error with a batch most commonly and export error Rescan File s indicates that images need to be rescanned in the batch When a batch is open on a machine the Status will be displayed as In Progress Process Batch To open a batch in its current module select the batch in the Batch Directory and oo or right click on the batch and select Process Batch test 123 D Meana Process batch ttt 1 nmm new 4 Delete batch Figure 4 5 Batch Directory Process Batch Delete Batch To delete a batch from the system select the Batch in the Batch Directory and click Deletebatch 1 or right click on the batch and select Delete Batch test 123 ttt 1 new 4 Delete batch Figure 4 6 Batch Directory Delete Batch Process batch Unlock Batch some times when Diamond Vision encounters an error or is closed improperly a batch may get stuck in the In Progress status even though the batch is not open on any machines Batches may not be opened when in the In Progress status To get the batch back to Suspended status select the batch in the batch directory and click Wise The Batch will be left in the current module and placed in Suspended status Tiff Import Import Module The Import Module allows users to import tiff files into Diamond Vision for processing To access this module click the Import Module button on the main interface
11. to append pages from a scanner behind the page that is selected Replace allows the user to replace an image in the batch with new one from the scanner Flag allows the user to flag a document with a report Split allows the user to split a document into two documents Combine allows the user to combine multiple documents into one 48 Closing Batches To close the Quality Control Module click the in the top right corner of the screen About to close Suspend Send to Rescan stage C Validate Copy for Offsite indexing and Validate Copy all pages Copy first page of each document Cancel Figure 7 1 Quality Control Module Close Suspend When closing the Quality Control Module there is an option to Suspend the batch This will leave the batch in the Quality Control Module in Suspended status Suspended status is an indication that the batch is not completed in the Current module yet Rescan When closing the Quality Control Module there is an option to send the batch to Rescan stage This will leave the batch in the Quality Control Module but change the status to Rescan This indicates that there images that need to rescanned in the batch Validate When closing the Quality Control Module there is an option to Validate the batch Validating the batch will indicate it is complete in the Quality Control Module and the batch will be moved to the Index Module oe 49 Copy for Offsi
12. toolbar ases IMPORT FLAT FILE TEST Simported Bill Johns atabases IMPORT FLAT FILE TEST Simpo rted Cliff Ca de e Import batches with existing structure New Batch abases ases IMPORT FLAT FILE TEST imported Copy of Jane BatchName Ne atabases IMPORT FLAT FILE TEST impo te d Copy of Jo i ases IMPORT FLAT FILE Me rted Copy ol Sek atabases IMPORT FLAT FILE TESTvmportedh lane Doe ases IMPORT FLAT FILE TEST impo tted John smh abases IMPORT FLAT FILE TEST Simported Nani Figure 5 1 Import Module Browse for the files to be imported They will appear in the left side of the screen Create a new batch to import the files to and choose the module that the batch should enter Diamond Vision in Click either a Jor 4 1 The new batch will be added to the right side of the screen Import batches with existing structure New Batch Batch Name Newlmport Batch Number Figure 5 2 Import Module Once all new batches for import are created select the separation type and click i I Scan Twain Isis Selection Diamond Vision is compatible with Twain and Isis Driver scanners To scan with either set of drivers go to Scanner gt Twain Isis Selection If the Driver method is changed then Diamond Vision must be restarted for changes to take effect Diamond Vision Main Window File Tools 7 Driver Selection w Settings H
13. C User s Guide apture Software Contents EEN 5 tt CALC e WEE 5 JE Le Co ne E 6 Installation eee 6 contral Fe AU aaa 9 E gt e oe ee eee eee ee ee 9 ROOT a E E 10 CSCI TOV leet 11 PU ll UE EAU OF BE 12 AON MENU EE 12 Jeor dai 12 Employee Intormaton 12 EE ee 13 SEELEN 14 Modules EE CHOMS ceavcsusnanssaunarnedaasaiscannmaincsneneauedaunnaenipenatanicennaens 15 FONES PAC SU GU ONS EE 16 Batches Hesirichons 17 ACX PLOUG E 18 P OE sates speeseasee fe pte feaieafaajeasis es fapta anette efcaseatenainiaptapeaneateineafeneateaepeneaennapcnnateionens 18 Index Fields 19 FEODOR 20 Ee Eege 20 al COC ET OG EE 22 Database Validation cccceccssecseeseeteeeseeeseeeeseeeueeeeeteeeteesaeeees 23 OOM GEN 24 Offsite Indexing EE 25 Sor Bac MIO e UE 26 Reporting et arsxaraesctecacctoan ee exapan ate sianseasaaananawanin gnasaadeareuasiaeaacwaneeanamaaenananaben 28 SEENEN eege 38 CS AMIN er 38 Eiter Leen EE 39 Bulle elle 0 EE 39 Change Status ccccccccccceececceeeeceeeeeseeeeesseeeessaeeesseeeesseeeesseeeeseeeeesaees 39 FOC SSS ACM EE 40 BDE eR en EE 40 Unlock Baich 40 Ru MII OI EE EA A de cites oe icant O E E NE E N 41 reiege ed 41 SOC AN occ tees ones eee antec tay EA A E E E 42 T Wait 1SIS E 42 Scanner Selection cccccceeccccescecceeeeecececsecesseucessaecessuueeseeeessaeeesseeeesanes 42 Separation TYPO 50c cccecccsceeccccsesceceseessecesesseessdeeenssesenccseetecenescde
14. DOTS 111111111 6 10 00 Jo0hn smith Resume 5 72007 pocuagcdooomL tif 222222222 3 29 1998 Jane Doelwrite Up 4 12 200 pocuddoooo02 tif 333333333 4 22 0L 6111 Johnson write Up 3 17 2007 pacuagoo000s tif 444444444 1 30 1990 C1iITF Car lson Performance Review 5 1 2007 pocuagdoood4 tif 555555555 3 13 03 Nancy Jones Information Sheet 5 2 2007 obocugdod000s tif EC 6 10 00 John smith write upl2 32 0o0oelDocCU opo op00og tif Figure 8 4 Index Module Offsite Indexing Text File Format Once the indexing is complete all documents will contain a check mark in the column labeled Indexed Proceed to the QC Indexing process oe 53 QC Indexing Once a batch has been fully indexed it is ready to go through the QC Index process AAAH Ae LK lt gt 1 2 Choose a basket STANDARD FEATURES Find and replace Search for Replace with Partial Basket Information e Y FileNames SSN_ DOB Employee Na Document Ty Document Dat Testing _ DOCU00000 222222222 06 09 2000 John Resume 03 18 2007 W j DOCU 00000 333333333 12 17 1990 Jane Performance 06 09 2000 Testing d DOCUOOO00 555555555 11 09 1993 Bill write Up 06 15 2002 S i gt Teming DOcCuo0o00 8688688868 06 09 2000 Craig Resume 06 01 2020 Testing p gt Figure 8 5 Index Module QC Indexing The QC Index module allows a final quality check on the accuracy and integrity of the i
15. Greenwich indextest jlares 00 02 Lasko 1Re01 00 00 new 00 00 20 00 Nuevo Perfil 00 00 Office Gemini 00 02 ONe Index oR oN co B Bee F oC enee es 5 29 0 154 139 0 0 New Profile 6300 64 8 0 3 383 15 Figure 3 24 Settings Admin Access Reporting Index Profile Detailed 30 dp The User Employee Work Detail Report will display all employees who processed documents through any of the available Modules in Diamond Vision In order to generate a report first select a report date range to search by Then click on to generate and view the report r Report Options Report Date e Report Type Detaled Overview DIAMOND VISION REPORT Index Profile Detail USERS EMPLOYEES WORK DETAIL 2 23 2009 2 23 2010 User Employees Work Detail Page 1 of 1 O Batch Detail Index Export Export Deleted Scan Page Scan Feed Imported QC Page Doc Page Dor Page ScanTime QC Time Index Time Manual Time Total Time O Module Detail User Employee Count Count Pages Count Count Count Count Count hhmm hinm mm hmm hhmm O Deleted Batches admin 1281 4387 9724 1230 7727 4391 1071 19 08 43 59 36 24 Profit Revenue Per Batch veer 118 122 210 568 74 195 102 o KEN 00 30 00 16 Profit Revenue Per Index Profile Figure 3 25 Settings Admin Access Reporting User Employee Detail z l The Batch Detail Report will display the Number of Pages sc
16. anned OC d Indexed and Exported through each profile As well as the time spent on each Module In order to generate a report first select a report date range to search by Then click on to generate and view the report DIAMOND VISION REPORT BATCH DETAIL 2 23 2009 2 23 2010 Page 1 of 4 Export Export Deleted Scan Page ScanFeed Imported QC Page Index Doc Page Doc Page Scan Time OC Time Index Time Total Time Batch Name Count Count Pages Count Count Count Count Count hh mm hhimm hh imm hh mm ARS 1 101 0 0 45 05 59 00 04 00 00 06 03 ARS Box1 00 25 00 29 05 43 06 37 S N 8 D ARS Box1Re01 00 00 00 00 00 00 00 00 ARS Box2 02 33 03 02 00 05 Batches 00 00 00 00 00 00 Capture 1 00 00 00 00 00 00 Demo 1 00 00 00 00 00 00 Demo2 00 00 00 00 00 00 Demo 4 00 00 00 00 00 00 DEMO 5 00 01 00 00 00 00 a e o o ae Oo fan o ie Dokmee 001 00 00 00 00 00 00 Dokmee 006 00 00 00 00 00 00 2 fem o fem oc fem o fem co 9 Dokmee 1 00 00 02 39 00 01 DV 123 00 00 00 00 00 00 DV 123Re01 00 00 00 00 DVision 321 00 36 oa o fom o fem o fem fem fam o 9 S o E fem fem fem fem coc ia oS E fas fac ac ao 8 9 e H WE o fom o fam o fem fem 8 E vu ie Figure 3 26 Settings Admin Access Reporting Batch Detail z i The Module Detail Report will show all Modules available in Diamond Vision along with the count of pages documents and deleted page
17. at one time I Destination Path amp Foldering Destination Path Delete first page Figure 9 3 Export Module Destination Path amp Foldering Choose the directory in which the batch s should be exported to Then choose if any index values should be used to automatically create folders in the destination path File Name File Name Default Numeric Filename Use Index Field s as Filename Figure 9 4 Export Module File Name By Default Diamond Vision will name each exported document by the document number in the batch If an index value is to be used for the file name choose which field s should be used oe 56 Index amp Compression Type o Alchemy Docuware Exon Izeg een Dokmee mme Zeckt Se MacintoshPackbits NoCompression Figure 9 5 Export Module Index amp Compression Type Choose the format that the text file should be exported in and whether Tiff or PDF will be exported Select the compression type if exporting as Tiff To save Export Template click Zeien Once all options are set click Se J Blank Page Removal The blank page removal option is used in cases where batches lead sheets are blank and need removal This option will remove all blank pages inside selected batches Select the batches to process and click Once the batches have been selected click Feroe Blank Paces Figure 10 1 Blank Page Removal z l Barcode OCR Barco
18. d in the index module To remove a value from the current select list click Remove value To copy an existing select list from another profile use the bottom section of the Select List form Choose the Profile where the select list may be found and choose the Index Field that it is linked to in that profile Click Copy The values will be loaded to the currently selected Profile and Index Field Barcode OCR The Barcode OCR section allows the administrator create or select existing barcode zone Index Fields Barcode OCH Database Validation Export Offsite Indexing No Barcode OCR Use Barcode OCR Zones SC Modify template Select an existing template from another profile to copy and modify or create a new template Figure 3 15 Settings Admin Access Index Profile Barcode OCR In the barcode tab the user has the option to select a Barcode OCR zones template The user can create a new template by clicking Crete template To select an existing template click on the drop down menu and select from list The user can also modify a template by slickingl Set template Modify template J Once setting are set click y men 22 Database Validation Database Validation is for linking with a Microsoft Access Database to pull information when indexing gt Index Profile New Profile mm Index Fields Barcode OCH Database Validation Export Offsite Indexing No Database
19. de Template The Barcode OCR template feature in Diamond Vision is used to index documents by using Barcodes 39 93 128 and Text OCR SE Barcode Test Page Figure 11 1 Barcode OCR Zone In the Barcode Module the user will have the option to scan Or Import a document into Barcode OCR template To scan a new document click To import a document click Aire After a document has been scanned or imported the user can then create or modify any existing zone To create a new zone click z Index Information New Zone Kies Heid Barcode Type Separation Zone ee sl code iv 8 ame EECH D Figure 11 2 Barcode OCR Zone Index Once all zones have been created or modified the user can then index each zone If the separation box is chosen a new document will be created every time the barcode module scan s a zone with the matching Separator value Figure 11 3 Barcode OCR Zone Separation In this section of the section the user can edit the separation information The user can choose to index only the first page of each document or certain pages lf multiple indexes are found in zone areas the user has the option to overwrite the index information for that document Confidence level is use for determining a text OCR value It is recommended to the user to adjust confidence level according to how accurate they want the indexing to be Example If confidence level i
20. e spaces from the value Start from the end of the label so that you may adjust the spacing Replace characters allows users to search amp replace characters from the value location Under the options section the user can also set a value length restriction or specify to grab to the end of the string or until a space is found The Value mask option allows you to enter a format to adjust the value information such as a phone number as an example to add in the parentheses or dashes Once the label has been selected click on add label to add it to the label list In order to remove a label click on the label to remove then click on remove label To edit a label double click on the label and click update label to save any changes 60 Batch Processing Barcode Processing Batch Processing allows Diamond Vision to index batches through the Barcode Process Process Batches Stop Processing HTT oz 100 j i Batch Name Profile 4 d d Figure 12 1 Batch Processing In the Batch Processing the batches with barcodes are processed through Barcode OCR module The user can set a time interval to search for batches with barcodes by clicking _ J Once a batch is found the batch will appear in Barcode Processing window To process batch in the Barcode window click pes Ba 1 In order to stop a processing batch click Se Fressssin z i Barcode Auto Processing Settings Time interval rates _ Batch Name
21. ect Reporting from the Home Screen or go to Settings gt Admin Access gt Reporting Report Options Report Date oam a E 2 23 2010 Report Type Detailed Overview Index Profile Detail User Employees Work Detail O Batch Detail O Module Detail O Deleted Batches Figure 3 22 Settings Admin Access Reporting Note any batches processed before the users cost was established won t generate accurate profits amp revenue reports The user must log into Diamond Vision and process the documents through each module in order to accurately generate a report z i In order to generate a report first select a report date range to search by Next select the report type Then click on to generate the report A Detailed Overview will give the admin an overall report of all activity in Diamond Vision this includes all index profiles batches users and the amount of documents processed through each module as well as the time spent in each module DIAMOND VISION REPORT DETAILED OVERVIEW 2 23 2009 2 23 2010 Page 1 of 5 Index Export Export DC Index Total Scan Page ScanFeed Imported QC Page Doc age Time Time Time Time Adia Invoice ARS 1 admin 101 26 0 0 0 05 59 00 04 00 00 06 03 Adia Invoice Nuevo 1 admin D 0 00 00 00 00 00 00 00 00 Adia Invoice Test1 admin 0 00 09 HA t 282 8 05 43 ARS Box1Re01 admin D D 0 40 ARS Box1 admin 0 380 96 00 00 0 ARS Box2 admin 0 00 05
22. eenesetescess 43 EE 43 Barcode Value ccccscccceeecceeecceeecceeeeceeeceueeseeeesueesaeeessueeseueeneesssaes 43 AOS OUI e E 44 POF SS UE A BE 44 OC AIAN Been EC 45 wain Driver PlOD CMG Sait ecisariarnicuticsaiispiecgeccmisnelsascendata ss iatiauenaiion 45 Closing Batches c cccccccsecccceeeeeceeeeeseceeseeeeseeecessaeeessaeeessaeeessaeeesaeeesaees 47 SS ew A E AN E E E A E E 47 Vald E EE 47 COUNTY EE eege 48 FUMING ONS CYS E 48 le last 49 EE ee 49 Se 49 Ee E 49 Copy for Offsite Index 50 Ile Kase acess reteset AA E A A E AAA E AA A AA A caus ecesecerecsse 51 Manual Indexing cccceeccsecesececeeeeeeeeceeeceueeseeeseeeseueeseeeseeesaeeeseeeseeeseneens 51 IMS O FE WEEN Le E e Le BE 53 OG REENEN 54 CIO OSS er 55 ICAN UCE 56 Index amp Compression Type 57 Blank Fage REMOVE EE 57 Barcode OC EE 58 Ba ode TOM O EE 58 MA ZONE eee ee E EE E 60 Balen Ree re D 61 Barcode Kieler Late WE 61 Introduction Overview Diamond Vision Capture Software is a production level document scanning software Diamond Vision runs using Microsoft SQL Server 2005 Diamond Vision may be installed in a network environment or it can be run in a single workstation environment Standard Features Scan O O O Password Protected Login User Tracking and Reporting Batch Directory Listing Import Tiff Files Twain amp Isis Driver Scanning Document Separation using Patch Code or other Barcodes Scan Col
23. elp Twain Isis selection Choose between drivers Scanner Selection ISIS Driver TWAIN Driver Done Cancel Properties em 2h Batch Separation Type Index settings Figure 6 1 Scanner Twain Isis Selection Scanner Selection To select from a list of scanners installed on the computer go to scanner gt Scanner Selection Diamond Vision will detect all Twain and Isis Driver scanners automatically When Diamond Vision is in Twain Scanning mode only Twain drivers will be available When Diamond Vision is in Isis Scanning mode only Isis drivers will be available Diamond Vision Main Window Select Source File Tools Scanner Settings Help Sources Twain isis xdlection Canon OR 20500 TWAIN 1 90 32 32 Canon DA 2080C TWAIN 1 90 32 32 Scanner Selection Hand Held Products Imager 1 903 32 32 Batch Properties Separation Type Cancel Index settings Figure 6 2 Scanner Scanner Selection 42 Separation Type The default separation type for Diamond Vision is Patch Code separation The Diamond Vision Patch Code may be obtained from Start gt All Programs gt Office Gemini gt Diamond Vision gt Patch Code Separator This page may be printed on a laser printer and inserted into paperwork to represent document separation When scanning Diamond Vision will recognize the Patch Code as a document break rather than an image Separator To change t
24. ge 1 of 1 Batch Detail Profit Module Detail 62 67 Deleted Batches Profit Revenue Per Batch Profit Revenue Per Index Profile E Additional Costs Manual Time Entry Log Employee Info Entry et E eeri Figure 3 32 Settings Admin Access Reporting Profit Revenue per Index Profile After a report has been generated the user may use the filtering options below each report These filters will vary on the report type O BEEE EEEO O Once a report is generated it may be exported using the amp button on the toolbar Available export types are Crystal Reports adobe PDF Microsoft Excel amp Word amp text format The report may be printed using the ES button To search the text of the report use the ka button 37 Batch Directory The Batch Directory lists all batches that are contained in the specified Central Path for Diamond Vision Batches are listed by Batch Name Profile Date Module Status and User The date listed is always the creation date of the batch The module listed in the current module that the batch sets in The status is an indication of whether a batch is ready in progress suspended needs rescans or has an error The user indicates which user is currently accessing or last accessed the batch Module Index Module Quality Control Quality Control Quality Control Quality Control Tatta Figure 4 1 Batch Directory
25. he separation type to a different barcode choose a new barcode type from the drop down list 7 Separation type x Separation Type Separator Patch code v and value Figure 6 3 Scanner Separation Type Separator Barcode Value Another option for separation is to specify a barcode type and a specific value for Diamond Vision to look for in a barcode before separating the document Separation type LEES Separation Type Separator Code 39 wl and value New Doc Make a document every 4 E page s CO No Separation _ Delete Barcode Pages Figure 6 4 Scanner Separation Type Separator Barcode Value To use this option select the second option for separation choose the barcode type and enter a value that is to be read to qualify the barcode as a separator oe 43 Page Count Diamond Vision is also capable of separating based on a number of pages per document For instance if separation should be every three pages place the page separation marker at 3 Diamond Vision will start a new document every three pages Figure 6 5 Scanner Separation Type Page Count No Separation To scan all pages into one large document select No Separation Me K see A eg leery e RI 4 r Separation Type G ss ach cde lees O Make a document every 1 pages Jes i SEI n Ee I e S Yea D E vk ZE ET RE JE ro OOF Feat Se d WUN amp s Figu
26. hes and click gt to restrict The administrator can also give the user access to a restricted batch by selecting a batch from the restricted list and clicking P 17 Index Profile Index Profiles are used to specify the indexing criteria for different departments or companies depending on the use of the software Index Profiles may be viewed as templates To create edit and manage index profiles go to Settings gt Admin Access gt Index Profile Set Batch to Profile User profile Re Import Reporting Restore Indexing Fob SEE Figure 3 8 Settings Admin Access Index Profile Profile The Profile tab is where Index Profiles may be created and deleted It is also the tab where the index fields for each profile are specified Barcode OCR Template Datebase Validation asia un Template e e ee Goen Petroleum Wholesale none none e a Ooo na none _ rore Io ke enen let Figure 3 9 Settings Admin Access Index Profile Profile z To edit an existing profile select the profile name from list and click E To delete an Index Profile from the system select the profile from list and click 2 __ To create a new profile click er and type in new profile name Profile Name New Pole O O O O O O Figure 3 10 Settings Admin Access Index Profile Profile Index Fields The index fields section allows the administrator to assign specific properties to each index
27. ision will calculate the users cost under the cost section based on the amount of time recorded by the user The cost per page of the index profile will also be calculated under the revenue section The calculated total figure will then be available under the profit section In order to generate a report first select a report date range to search by Then click on to generate and view the report File DOS II Report Options Report Date kl 2 23 2009 m M 2 23 2010 m DIAMOND VISION REPORT PROFIT REVENUE PER BATCH 2 23 2009 2 23 2010 Page 1 of 1 Batch Name Exported Pages Cost Revenue Profit NuevoLote 001 0 0 00 0 00 Production 7 66 3 33 62 67 testtest 0 0 00 0 00 testing test 0 0 00 l 0 00 TOTAL 66 3 33 Manual Time Entry Log Disclaimer This report only calculates figures based on recorded times in Diamond Vision It does not en use figures from the Manual Time Entry Log Use the Profile Profit Revenue report for these calculations a Figure 3 29 Settings Admin Access Reporting Profit Revenue per Batch m i The additional cost section allows the admin to manually add any expenses that occur outside of diamond vision Select to view available employees and their cost per hour The employees listed here are employees who do not have access to diamond vision such as employees who prep documents ES Employee Name Cost Per Hour Figure 3 30
28. matter the Software of tts licensor Office Gerun LLC hereinafter Office Gerum represented in the USA through its heaquarter Office Gemi LLC Bellare TX CI Do Not Agree Figure 2 2 Install Screen 2 is Thamond vision Select Installation Folder The installer will install Diamond vision to the following folder To install m this folder click Next To install to a different folder enter it below or click Browse Folder C Program Files 0 Ffice Gemini Diamond vision Install Diamond vision for yourself or for anyone who uses this computer Everyone O Just me Figure 2 3 Install Screen 3 isl Thamond vision Contirm Installation The installer i ready to install Diamond vision on your computer Click Nest to start the installation Figure 2 4 Install Screen 4 Il Diamond vision Installing Diamond vision Diamond vision is being installed Please wait PO Te Diamond vision Installation Complete Diamond vision bas been successfully installed Click Close to exit Please use Windows Update to check for any critical updates to the NET Framework Figure 2 6 Install Screen 6 Central Path The first time that Diamond Vision is opened on a machine the user will be prompted to choose a Central Path In a networked environment this Central Path should be a shared folder on a server If running Diamond Vision locally create a
29. ndexing The index values of each document are displayed in a row on the grid To view the document in the viewer click on the row in the grid The document selected will be displayed in the viewer There is a search and replace function in this module as well as a multiple index update function The search and replace allows the user to find certain characters words or phrases and replace them with alternate values The multiple index update allows the user to update a field with the same value for multiple documents at one time Once QC Indexing is complete Validate the batch The batch will be sent to the Export Module on i 54 Export The Export Module is the final stage of each batch in Diamond Vision In the is stage batches will be exported from Diamond Vision to a directory as either Tiff or PDF files along with an index flat file field_1 document s page s Profile A Newbatch_1234 document s page s Profile Test_ScBug 1 document s 73 page s Profile Gr K ee available tor toidernng In e rn on Group4FaxEncoding EN O IN Se _ save Tenia Figure 9 1 Export Module Choose Batches Batches field_1 document s page s Profile Figure 9 2 Export Module Choose Batches All batches currently waiting in the Export Module will be listed in the left list view To add a batch to the current export job select the batch and click zou Multiple batches may be exported
30. nistrator to manage user access to each module individually Allow Scan Allow Index Allow QC Allow export Allow Import Allow batch processing Figure 3 5 Settings Admin Access User Profile Modules Restrictions A list of the modules will appear Check each module that the user should be showed access to and click ZE Profiles Restrictions The profiles restrictions section allows the administrator to manage access to each index profile for each user individually Ristricted Profiles HHR Lease Contracts Mcdonalds mm nn Petroleum Wholesale test test Figure 3 6 Settings Admin Access User Profile Profiles Restrictions To restrict a user access to an available profile select a profile from Available Profiles list and click gt The administrator can also give a user access to a restricted profile by selecting a restricted profile and clicking Once profile rights are selected click Sel pnm Culpa Batches Restrictions The batches restrictions section allows the administrator to manage user access to different batches individually 5 Edit User User General Status Module Ristrictions Available Batches Geseis Test ScBug NewTest 1 Last ScanTest Figure 3 7 Settings Admin Access User Profile Batches Restrictions To restrict a particular batch from a certain user select a batch from available batc
31. o be entered Text Only allows only characters no numbers Date forces the user to enter values in a date format When the date option is chosen make sure to specify a date separator such as or The Field Length option allows the administrator to restrict the value entered into an index field to a certain length This length includes spaces Once options are set click Gr Select List The Select List is where the administrator may specify if an Index Field should have a drop down list for users to select from when indexing Field Type Select list v Select List Numeric and text Text only Numeric only Date 00 00 0000 Date 00 00 0000 Select list Figure 3 13 Settings Admin Access Index Profile Field Option Field Type To create a new select list choose select list from drop down list under Field Type Then clickl Select List max Create Modify select list A Auto Sort w TT Forced Match Copy from another select list C o eg Figure 3 14 Settings Admin Access Index Profile Field Option Select List Once an Index Field is selected enter the values for the select list one at a time using the button Re order the values using the A W keys To arrange the values in alphabetical order check the box to Auto Sort select list in indexing stage If the Forced Match box is selected users will be forced to match a value from the select list into the fiel
32. older in the Central Path This folder is watched by the Re Import module Batches may be brought back into Diamond Vision in the same integrity it was in before Export including indexing To access this option go to Settings gt Admin Access gt Re Import Relmport Module Diamond Vision RAX Re Import exported batches Contracts_4 SC Dokmee_25 SC export_1 SC greenwich _2 SC Module SC QC IDX XP 0 100 Figure 3 20 Settings Admin Access Re Import Once the Re Import module is open a listing of all batches in the Exported folder will be displayed on the screen Select the batch to re import Clickee Io add previously exported batches into the Re import Module Multiple batches may be re imported at one time To remove a batch from list click Ser Once all options are set click re After the batch s are added a popup prompt will indicate that re import is complete Diamond Vision Import is Done Figure 3 21 Settings Admin Access Re Import oe 27 Reporting The Reporting features tracks user activity productivity and revenue profits The reporting feature may be used to track batches profiles users and dates In order to create edit and generate accurate custom reports the administrator must first edit the user amp index profiles Both the user amp index profiles are located under the Settings menu gt admin access To access this option sel
33. or Images e Quality Control O O O e Index OO 0 QO O Flag Pages and Documents and add Reports Split and Combine Documents Delete Pages and Documents Fully Customizable Index Profiles Database Indexing Barcode Recognition QC Index Find and Replace Index Values Index Offsite e Export O O OO O Create Folder Structure using Index Values Name Documents Based on Index Value Export as Tiff or PDF Export Color Images Custom Export Scripts Maintenance Installation To install Diamond Vision follow the options on the installation screens below te Diamond vision kg Welcome to the Diamond vision Setup Wizard The installer will guide you through the steps required to install Diamond vision on your computer WARNING This computer program i protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the maximum extent possible under the law Cancel Figure 2 1 Install Screen 1 isl Diamond vision License Agreement Please take a moment to read the license agreement now IF you accept the terms below click I Agree then Nest Otherwise click Cancel OFFICE GEMINI SOFTWARE LICENSE AGREEMENT This Agreement contains the terms upon which you heretatter the Licensee are granted the right to use software standard product here
34. ose the scan module click the in the top right corner of the screen About to close e j kd N Validate Cancel Figure 6 10 Scan Module Close Suspend When closing the Scan Module there is an option to suspend the batch This will leave the batch in the Scan Module in Suspended status Suspended status is an indication that the batch is not completed in the current module yet Validate When closing the Scan Module there is an option to validate the batch Validating the batch will indicate it is complete in the Scan Module and the batch will be moved to the Quality Control Module Quality Control Functions Keys Many functions may be performed in this module All functions may be performed by right clicking on pages or documents Most functions may be performed using short cut keys Function Key ROlale d Biet e ctcaconaceaacontedeacenaeeacaeneameeceneucs Mark for Delete cccecceeeeeeeeeeeeeeeees Del Un mark for Deleie Undo Delete cccecceeeceeeeeeeneeeeeeeeees u In d Ins APOC TIO EE a State r Dg ee D e EIA E E E PA ET SE T i Sege S CONDI EE CG Rotate rotates the image clockwise at a 90 degree angle Mark for Delete marks page s or document s for deletion Undo Delete allows user to select from previously deleted pages to re add to the batch Insert allows user to insert pages from a scanner in front of the page that is selected Append allows user
35. r information 5 Edit User User General Status Module Ristrictions Profile Ristrictions Batch Ristrictions User ID First Name Last Name Password Confirm Password 77 Male Cost Per Hour 10 00 O Female Figure 3 3 Settings Admin Access User Profile General Here the administrator can edit a users first and last name as well as the users password In the bottom section the administrator can personalize a users profile by uploading an image of the user and selecting the user s gender The admin can also adjust the cost per hour from this tab The cost per hour is used to manage productivity and efficiency in reporting stage Please see Reporting Click 4 when finished 13 Status The status section allows the administrator to manage employee rights O Admin C User Administration C Index profile Administration C Reporting Employee Allow user to create a batch Allow user to delete a batch Allow user to unlock a batch Figure 3 4 Settings Admin Access User Profile Status In this section the administrator can manage user rights The administrator can choose whether to give the user employee rights or admin rights Once admin or employee rights are selected check the box next to the rights to give the user access to and click er maen 14 Modules Restrictions The modules restrictions section allows the admi
36. re 6 6 Scanner Separation Type No Separation 44 Scanning Documents Twain Driver Properties To access the Diamond Vision properties for scanning go to Scanner gt Properties a Separation Type S Indexsettings Figure 6 7 Scanner Properties The properties for the Twain Driver include a blank back page removal used during duplex scanning The recommended Threshold is 3000 Bytes There is also an option to Hide Twain interface When checked this option will automatically begin scanning using the current driver properties set when the scan button is clicked C Remove back side with threshold 0 Bytes LJ Hide TWAIN user interface Figure 6 8 Scanner Properties Twain Kai Scan Once all separation options and properties have been set click IS Start Scanning The Twain driver properties window for the scanner will appear This window will be different for each scanner installed Choose any properties and image enhancements Once scanning has started images will flash as they are captured Once scanning is complete and the twain properties window is closed the documents and pages will be listed in a hierarchal tree structure Ae Ferrel is zen d en wed monedh dl eben age goarant D cond Zpengen sanai Korner 0 Figure 6 9 Scan Module When scanning is resumed documents will continue to be added to the end of the batch on 46 Closing Batches To cl
37. s A total time to each Module will also be shown In order to generate a report first select a report date range to search by Then click on Bags to generate and view the report Report Options Report Date Report Type Detailed Overview DIAMOND VISION REPORT Index Profile Detail MODULE DETAIL 2 23 2009 2 23 2010 User Employees Work Detail Page 1 of 1 Batch Detail Page Count Document Count Deleted Page Count Total Time Module Detail sc 1399 129 19 28 10292 144 NA Profit Revenue Per Batch 7922 Deleted Batches Profit Revenue Per Index Profile 3922 675 Figure 3 27 Settings Admin Access Reporting Module Detail z l The Deleted Batches Report will show all batches deleted from Diamond Vision In order to generate a report first select a report date range to search by Then click on to generate and view the report DIAMOND VISION REPORT DELETED BATCHES 2 23 2010 Page 1 of 1 Deleted By Deletion Date 02 23 2010 Batch Name Creation Date Module newone 33 Feb10 2010 admin admin 02 23 2010 02 23 2010 prueba 55 Feb 10 2010 lasko 5 Feb10 2010 admin testing 4 Feb10 2010 e admin 02 23 2010 nuevo prueba Feb 10 2010 admin 02 23 2010 newone TESTING Feb 10 2010 admin 02 23 2010 Figure 3 28 Settings Admin Access Reporting Deleted Batches Kai Under the Profit Revenue per batch report type Diamond V
38. s high the barcode module will separate any document within any recognition of the separator value If the confidence is low the module will only separate documents that are more accurate to the separator value me l Smart Zone The Smart Zone feature of Diamond Vision allows users to create zones around large areas of textual information and grab the desired index information from anywhere in that area of the document by searching for a target label rather than a specific zone area To create a smart zone first select it from the barcode type next select the pencil icon 2 and the zone labeling window will appear Zone Labeling Target Label Value Location Location 1 Barcode Update Label Right f 1 3 Spaces Start from end of label Barcode Up iv 2 Lines Remove Spaces Replace Char With Location 2 Right w 0 Spaces Start from end of label Down 0 Lines Remove Spaces Replace Char With Options Value Length Restrictions L Value Mask G Grab to End of String A Until Space is Found Y Remove Mask DH Number Letter any character number symbol or letter Under the target label area the user can specify what label name to look for Next the user can select the value location This is to specify the number of spaces left or right of the target label or the number of lines up or down of the target label from where to grab the index information from Other options are to remov
39. s tabulation To make an index field a sticky field check the box next to the index field There is an image toolbar above the viewer for navigation through the document and for zooming and rotation To use a database validation template that has been setup for the profile that the batch is in first select the template from the drop down list in the top right corner of the screen Once the template is chosen then that database validation will be activated Once all documents have been indexed the batch will return to the document listing screen of the Index Module and all documents will contain a check mark next to them in the Indexed column Click the in the top right corner of the screen Select the QC Indexing option What do you want to do Suspend QC Indexing Cancel Figure 8 3 Index Module Manual Indexing QC Indexing Prompt oe 52 Import Offsite Indexing Once the batch is open in the Index Module click E Import Indexes Diamond Vision will go to the ReadyTolmport folder in Central Path and look for the txt file named ZQC_batchname_ReadyToSend Make sure that the text file is placed in the folder before attempting to import the indexing The text file must be a pipe delimited text file with the document name as the last value in each line The Profile Name must be the first line of the text file 3 10C_test_123_ReadyToSend txt Notepad ota File Edit Format View Help HR
40. se for the new path The path may be either a mapped drive on the computer or a network path There is an option to delete the folder of images after the indexing has been completed on each batch This option cleans up the directory so that it does not have to be manually maintained The user can also adjust cost in this tab The cost can be adjusted by the number of characters which are recorded for reporting purposes in the Reporting stage Once options are set click ech oe 23 Set Batch to Profile The Set Batch to Profile option is used to switch a batch to a different profile than it was created under or in case the profile assignment is lost To access this option go to Settings gt Admin Access gt Set Batch to Profile New Profile Last ScanTest Grant New Test 1 Grant Test ScBug Grant Figure 3 19 Settings Admin Access Set Batch to Profile To switch a batch from one profile to another the batch must first be removed from the current profile it is assigned to To add a batch to a profile select the profile to add the batch to in the Profiles drop down list Select the batch from the Batch drop down list and click The batch will be added to the right side listed of batches assigned to the selected profile w Re Import The Re Import module is designed for bringing batches back into Diamond Vision after they have been exported Once Exported from Diamond Vision batches are moved to and Exported f
41. te Index When closing the Quality Control Module there is an option to Copy for Offsite Index If selected this option will send either the first page of each document or all pages of each document to the folder specified for Offsite Indexing in the Index Profile The batch will then be sent to the Index Module The images will be in the folder specified in the Index Profile as tiff images They will be ina folder labeled ZQC_batchname_ReadyToSend This will allow for the images to be sent anywhere for indexing and have text file of index information returned Please see the Index Module section of this manual for instructions on importing the indexing file into the batch oe 50 Index The Index Module opens each batch with a listing of all documents in the batch When a document has been indexed the check box next to the document in the Indexed column will be checked The batch may not be moved to the QC Index Stage until all check boxes are filled in for the batch Ess o_O oo Figure 8 1 Index Module Document Listing Manual Indexing Once the batch is open in the Index Module oh e documents The batch will be opened for manual indexing Figure 8 2 Index Module Manual Indexing on 51 Put the cursor in the first index field and enter a value To move the next index field hit the Tab key on the keyboard To use the Enter key to move to the next field check the option next to Enter key a
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