Configuration Training

Configuration Training

Configuration Training • Topics • Server Settings • Process Rules • OCR Parameters • Lookup Rules • Filename Configuration • Configuration Hierarchy • XML Overview

Configuration Training Logging In • Supported Web Browsers • IE 7 & 8 • Firefox 3.6 • URL • http://<Localhost>:<port> • Password • Setup Guide

Configuration Training • Login Menu Bar • Create New Rule • Delete Rule • Change Password • Log Out • Save (Changes) • Stop/Start Service • View Daily Log • Help!

Server Settings • Server Settings – General • Device Lock, @ Substitute, Administrator’s Email, File/Page Count

Server Settings • Server Settings – Advanced • SMTP (SSL/TLS settings are automatically detected), Polling Frequency and Timeout

Configuration Training • Process Rules • What are Process Rules? • Types of Process Rules: • Folder (FileIn) • Email (EmailIn) • Batch (BatchIn) • Process Rule Limit

Process Rules • Folder Rule • What is a Folder Rule? • Folder Rule Settings: • Input Path • Idle Time • Use Lookup / Process • Filename Format • Output Type • Path

Process Rules • Email Rule • What is a Email Rule? • Email Rule Settings: • Inbox • Whitelist • Idle Time • Filename Format • Output

Process Rules • Batch Rule • What is a Batch Rule? • Batch Rule Settings: • Input Path • contains Batch folders • Idle Time • Filename Format • Users • Formats

Process Rules • OCR Settings • Page Splitting - Page and Barcode • Format and Language - Auto Rotation, Format and Language • PDF Security - Encryption Level, Passwords, Version and Restrictions

Configuration Training • Lookup Rules • What are Lookup Rules? • Created to replace the old Group.cfg configuration method • Applies to Folder Rules only

Configuration Training • Filename Configuration • Filename{language}{format}{filename format}{delivery}{splitting}.pdf • Empty or missing brackets will defer that setting to the next available configuration

Configuration Training • Hierarchy • XML (Highest) • Filename • Folder/Lookup • Batch/Email • Base (Lowest)

Task Tasks • Setup Process Rule to MFD File_Share. • Create Template Group • Using Filename Configuration create 3 Templates to MFD Share for PDF3, DOC & XLS.

Configuration Training • XML Configuration (MetaScan) • Below are the common XML fields: Note: Field name parsing is case-sensitive.

Meta Scan Fields Sample eBX XML files: Archiving <user_input> <field1 name="email">sreid@tapdsf.com.au</field1> <field2 name="format">PDF3</field2> <field3 name="splittype">p</field3> <field4 name="splitat">3</field4> <field5 name="filename">Page_Value_Split-%DD-%MM-%YY_%HH%mm%SS</field5> <field6 name="delivery">email</field6> <field7 name="deliveryaddress">$email$</field7> <field8 name=""></field8> <user_input> <field1 name="client">stureid</field1> <field2 name="tfn">54213254</field2> <field3 name="doctype">Invoices</field3> <field4 name="filename">$tfn$_$doctype$_%DD-%MM-%YY_%HH-%mm-%SS</field4> <field5 name="format">PDF3</field5> <field6 name="delivery">folder</field6> <field7 name="deliveryaddress">c:\Accounting\$client$\$tfn$\$doctype$</field7> <field8 name=""></field8> Accounting <user_input> <field1 name="format">PDF3,$enc$$fac$,$mpass$,$upass$</field1> <field2 name="enc">l</field2> <field3 name="fac">cmp</field3> <field4 name="mpass">123456</field4> <field5 name="upass">123</field5> <field6 name="delivery">folder</field6> <field7 name="deliveryaddress">c:\Secure_PDF\</field7> <field8 name="filename">$name$_%DD-%MM-%YY_%HH-%mm-%SS</field8> <field9 name="name">testchart</field9> <field10 name=""></field10> Encryption

Delivery Item <field1 name="delivery">{delivery code}</field1> Where: • email - for delivery via email • ftp - for delivery via ftp • folder - for delivery to a network folder In eBX/eB3 MFDs: <field1 name="delivery">email</field1>

Delivery Address Item <field1name="deliveryaddress">{address format}</field1> Email delivery <field1 name="delivery">email</field1> <field2 name="deliveryaddress">$email name$@domain-name.com</field2> FTP Delivery <field1 name="delivery">ftp</field1> <field2 name="deliveryaddress">10.5.1.5\MetaScan</field2> Folder Delivery <field1 name="delivery">folder</field1> <field2 name="deliveryaddress">C:\Re-Rite\MetaScan_Output</field2>

{format code} <field1 name="format">{format code}</field1> Example <field1 name="format">PDF3</field1>

Filename Item <field7 name="filename">{filename format}</field7> <field7 name="filename">$field name$-%YY%MM%DD-%HH%mm%SS </field7>

{pdf settings} <field2 name="format">PDF3,hacp,{permissions password},{document open password}, {pdf version} </field2> First letter corresponds to the encryption type/level Succeeding letters correspond to the PDF permissions to be enabled

{permissions password} <field3 name="format">PDF3,hacp,redmap,{document open password}, {pdf version} </field3> - Also known as the Owner Password - This allows the user to enable certain permissions in the output PDF {document open password} <field4 name="format">PDF3,hacp,redmap,networks,{pdf version}</field4> - Also known as the User Password - Setting this password will stop unauthorized users from viewing the contents of the document

Split Type Item <field8 name="splittype">{split type format}</field8> <field8 name="splittype">p</field8>

Split At Item <field9 name="splitat">{split at format}</field9> Page Splitting <field1name="splittype">p</field1> <field2 name="splitat">3</field2> Barcode Splitting <field8 name="splittype">b</field8> <field9 name="splitat">12345</field9>

Delivery Security Item <field15 name="deliverysecurity">{authentication format}</field15> Email delivery <field13 name="email name">tester</field13> <field14 name="domain name">redmap</field14> <field15 name="password">XXXX</field15> FTP Delivery <field14 name="deliveryaddress">10.5.1.1</field14> <field15 name="deliverysecurity">administrator|XXXX</field15>

Sample Meta Scan Template Archiving Accounting Encryption

Task Tasks • Setup MetaScan Template to Local Folder (via Share) including Fields: • Delivery • Delivery Address • Format • File Name (with date & time)

Configuration Training

Configuration Training