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FlexiCapture - 12.0
User Manual
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ABBYY FlexiCapture - 12.0 User Manual

ABBYY FlexiCapture
System Administrator’s Guide
© 2017 ABBYY Production LLC. All rights reserved.
ABBYY FlexiCapture Administrator`s guide
Table of Contents
Introducing ABBYY FlexiCapture ............................................................................................................ 3
ABBYY FlexiCapture architecture ......................................................................................................................................... 3
Express Installation and Setup ................................................................................................................ 5
System requirements .................................................................................................................................................................. 5
Installation ........................................................................................................................................................................................ 6
Setup ................................................................................................................................................................................................... 8
Deploying ABBYY FlexiCapture ............................................................................................................... 9
Standalone and Distributed Editions ................................................................................................................................ 9
ABBYY FlexiCapture Standalone ........................................................................................................................................ 10
Installing multiple workstations with a single Licensing Server .................................................... 11
ABBYY FlexiCapture Distributed ........................................................................................................................................ 12
Creating a database .............................................................................................................................................. 26
Connecting to an existing database ............................................................................................................ 30
Processing Server setup ...................................................................................................................................... 30
Creating and opening projects ....................................................................................................................... 31
Upgrading from ABBYY FlexiCapture 10 and 11 ............................................................................... 32
Updating projects created in a standalone edition of ABBYY FlexiCapture (*.fcproj) ........................ 32
Updating projects and databases created in a distributed edition of ABBYY FlexiCapture ............ 33
Updating ABBYY FlexiLayout Studio 10 or 11 projects (*.fsp) .......................................................................... 35
Using FlexiLayouts (*.afl) created in ABBYY FlexiLayout 10 or 11 ................................................................... 35
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ABBYY FlexiCapture Administrator`s guide

Introducing ABBYY FlexiCapture

ABBYY FlexiCapture
be successfully used to extract data from unstructured as well as structured paper documents, scans, e-mail messages, and other sources for subsequent use in document management systems. The four basic data extraction operations in ABBYY FlexiCapture include classification, optical recognition, verification, and export to ERP, ECM or BPM systems.
ABBYY FlexiCapture is capable of handling the full range of data processing needs, from small-scale projects to distributed industrial capture of large volumes of data, providing high levels of security and reliability expected from enterprise-grade software solutions.
The basic document processing scenario is as follows:
1. Documents are placed in the automatic scanner feeder and scanning begins. Images can also be imported from email or a mobile device, etc.
2. Scanned document images are submitted for recognition, at which point the software automatically identifies documents, including multipage documents, locates meaningful fields, extracts data and loads check rules.
3. After the recognition has been completed the extracted data undergoes an automatic check rules. If necessary, the process of visual check for data and rule errors is launched.
is a highly scalable platform for intelligent data and document capture which can
4. Recognized and verified data along with electronic copies of documents are saved to a database, an information system, or a file.

ABBYY FlexiCapture architecture

ABBYY FlexiCapture
servers.
Server components:
1.
Application Server
main gateway for all HTTP/HTTPS traffic in the system . This component provides user authentication and authorization functionality and enables communication between the server and client components.
2.
License Server
of the system.
3.
Processing Server
distributed processing.
4.
Database
documents that are being processed, and statistics for the documents that have been processed.
is a set of applications that comprises document processing stations and
is a web service in Internet Information Services (IIS) which functions as the
is a service that stores information about the current license and allowed uses
is service that manages the Processing Stations. This component enables
stores the processing settings, information about the users, information about the
5.
File Storage
captured from these documents.
Each server component can be installed on a separate computer, allowing variable scalability and individual reliability and security settings.
stores the images of the documents that are being processed and the data
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ABBYY FlexiCapture Administrator`s guide
Client components:
1.
Administration and Monitoring Console
FlexiCapture and monitoring its operation.
2.
Project Setup Station
3.
Processing Stations:
o
Automated Processing Stations
user scripts, export extracted data to the user's storage system, and perform a number of service operations.
o
Manual Processing Stations (Scanning Station
applications for obtaining document images, feeding them to ABBYY FlexiCapture, and verifying extracted data. They can be installed as separate PC applications, as thin browser-based clients, or as mobile apps.
is used for setting up document processing.
Component interaction
is a web application that is used for setting up ABBYY
import and process images, perform optical recognition, run
and
Verification Station
) is a set of
The flow chart below illustrates interaction among the ABBYY FlexiCapture components.
For details, see:
By default, the following ports and protocols are used:
·
Application Se rve r
Overview of interactions between ABBYY FlexiCapture components.
- 80 (if HTTP is used) or 443 (if HTTPS is used)
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ABBYY FlexiCapture Administrator`s guide
CPU
2.4 GHz or faster 4-core CPU
Operating System
·
Windows 7 SP1
·
Windows 8.1
·
Windows 10
·
Windows Server 2008 SP2 + Desktop Experience
·
Windows Server 2008 R2 SP1 + Desktop Experience
·
Windows Server 2012 + Desktop Experience
·
Windows Server 2012 R2 + Desktop Experience
·
Windows Server 2016 + Desktop Experience
Note:
To use a localized version of ABBYY FlexiCapture, make sure your
operating system supports the corresponding GUI language.
RAM
8 GB
Disk space
20 GB for installation and temporary files + 10 GB for the Database and File Storage
System and software components
1. Internet Information Services (IIS) 7 or later
2. Microsoft .NET Framework 4.5 or later (4.6 if you use Windows 10)
Note:
Windows 2012R2 already includes .Net Framework 4.5.1 but you will need to install ASP.NET 4.5. You can look up the version of your .Net Framework in the registry. Please visit this Microsoft web page for detailed instructions.
3. Microsoft SQL Server 2008 SP4, 2008 R2 SP3, 2012 SP2, 2014 SP1, 2016
4.Visual C++ 2015 Redistributable
·
License Se rve r
·
Processing Serv er
·
Processing Stations
- 3020
- 10024
- 10025
See also:
How to change the ports used by ABBYY FlexiCapture.

Express Installation and Setup

Important!
computer for evaluation and demonstration purposes. Distributed installation is recommended for industrial document and data capture.

System requirements

This section describes installing and setting up ABBYY FlexiCapture on a stand-alone
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ABBYY FlexiCapture Administrator`s guide
Other requirements
A scanner with TWAIN, WIA or ISIS support

Installation

Important!
Before installing and setting up ABBYY FlexiCapture, be sure to disable UAC (User Account
Control). Alternatively, you can install Application Server using the built-in administrator account.
To install and set up the server components of ABBYY FlexiCapture, you must first install Internet Information Services (IIS), Microsoft .NET Framework, and Microsoft SQL Server.
Internet Information Services (IIS) and Microsoft .NET Framework are installed via the Server Manager console (
Start → All programs → Administrative Tools → Server Manager
1. In
Server Manager
2. In the
Server Roles
, c lick
Add roles and features
list, s elect
Web Server (IIS)
.
.
):
If IIS is already installed on your computer, make sure that the following IIS components are selected:
Web Management Tools
·
IIS 6 Management Compatibility
o
IIS Scripting Tools
o
IIS 6 WMI Compatibility
o
IIS Metabase and IIS 6 configuration compatibility
·
IIS Management Console
World Wide Web Services
·
Application Development Features
o
.NET Extensibility
o
ASP.NET
o
ISAPI Extensions
o
ISAPI Filters
·
Common HTTP Features
o
Default Document
o
HTTP Errors
o
HTTP Redirection
o
Static Content
·
Security
o
Basic Authentication
o
Request Filtering
o
Windows Authentication
Note:
In the
You can additionally install any other IIS components that you need or install IIS in its entirety.
Features
list, select
.NET Framework 4.5 Features
components are selected:
·
.NET Framework (includes .NET 2.0 and 3.0)
·
.NET Framework 4.5 Advanced Services
o
ASP.NET 4.5
o
WCF Services
§
TCP Port Sharing
Microsoft SQL Server can be installed from the ABBYY FlexiCapture 12 setup package:
1. Run
2.
Autorun.exe.
Click
2. Distributed Installation → 1. Install External Components → Microsoft SQL Server
2014 Express
.
and make sure that the following
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ABBYY FlexiCapture Administrator`s guide
3. When installing Microsoft SQL Server, specify the following:
o
Named instance
o
Authentication Mode
o
The password for the SQL Server system administrator (sa) account and SQL Server administrators
: e.g., SQLExpress
: Mixed Mode (SQL Server authentication and Windows authentication)
.
;
Installing servers
To install ABBYY FlexiCapture servers:
;
1.On the instructions of the install wizard.
2. In the
o
Processing Server
o
Protection Server
o
Application Server
O
nce the setup is finished, the following will be launched automatically:
·
the License Manage utility, where you can activate your serial number.
·
the Administration and Monitoring Console, where you can set up Application Server (see the Setup section).
Autorun
Custom Setup
·
Web Stations
Finally, specify a destination folder.
menu, click
dialog box, select the following components:
2. Distributed Installation → 2. Install Servers
and follow the
Note:
manually by clicking
You can also launch the License Manager and the Administration and Monitoring Console
Start → All Programs → ABBYY FlexiCapture 12 Servers
.
Installing stations
To install ABBYY FlexiCapture stations:
1.On the instructions of the setup wizard.
2. In the components are selected) and specify a destination folder.
3. In the
4. In the
(NT AUTHORITY\Network Service)
O
nce ABBYY FlexiCapture is installed, it must be set up for document and data capture.
Autorun
Custom Setup
Protection Serve r Location
User account dialog box,
menu, click
dialog box, select the components you want to install (by default, all of the
2. Distributed Installation → 2. Install Workstations
select this account for the processing service:
dialog box, keep the default value (127.0.0.1).
.
and follow the
Default account
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ABBYY FlexiCapture Administrator`s guide
Server instance name
(local)\sqlexpress
Note:
If SQL Server is not installed locally, the server ins tance nam e will look like this:
<
computer_nam e>\sqlexpress
Database name
FCDemoDataBase
Authentication
settings
Databas e Server Authentication
User name
and
Password
The nam e and password of the databas e adm inistrator that were s pecified when ins talling
Micros oft SQL Server (s ee the Installation section)
Use external file
storage
Select this option and specify the path to a file storage location for example: C:\FileStorage

Setup

To set up ABBYY FlexiCapture:
1.Open the Administration and Monitoring Console under a user account that has administrative privileges. Use one of the following two methods:
·
Click
Start → All programs → ABBYY FlexiCapture 12 Servers → Administration and
Monitoring Console
or
·
Click this link: http://localhost/FlexiCapture12/Monitoring/#Settings/DbConn
Click
Settings → Application Server
window that opens, specify the following:
and then click the
Create ne w database
button. In the
Click OK. Once the database is created, you will be issued a temporary password, which is the word "password." Please open the log-in page (http://localhost/FlexiCapture12/Login) and change this password.
Note:
For detailed instructions on creating a new database, see the Creating a database section.
2. Set up the Processing Server:
1. Launch the Processing Server Monitor (click
Start → All Programs → ABBYY FlexiCapture 12
Servers → Processing Server);
2.On the
Actions
menu, click
Add Server → Local Host
.
3. Make sure that the Processing Server is running (it should have next to it). Otherwise, click
Actions → Start
Note:
For detailed instructions on setting up the Processing Server, see the Configuring the
.
Processing Server section.
4. To add Processing Stations: selecting the
Servers
that opens, c lick Start the Processing Station (
tree, s elect
By name...
<Server_Name>
and type "localhost" to add the locally installed Processing Station.
Actions → Start
Stations
item in the
, and then click
).
ABBYY FlexiCapture 12
Actions → Add Stations...
. In the window
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ABBYY FlexiCapture Administrator`s guide
3. Upload a project to the server:
1. Launch the Project Setup Station (click
Stations → Project Setup Station
2.Open a local project (click
Note:
\
ABBYY\FlexiCapture\12.0\Samples.
Note:
server address will look like this: http://<server_name>.
Note:
Folder processing in the Administration and Monitoring Console (click
ABBYY FlexiCapture 12 is now ready for demonstration.
If you need more information on setting up ABBYY FlexiCapture 12 or if you encounter any problems when completing the steps listed on this page, please refer to the Deploying ABBYY FlexiCapture section.
You can select any of the sample projects stored in this folder: %public
3. Upload the project to the server (click
the Application Server in the following format: http://localhost.
If the Project Setup Station and the Application Server are installed on different computers, the
4. Select
administrator.
Use server authentication
If you are planning to demonstrate how images can be imported from Hot Folders, enable Hot
File → Open Project...
Start → All Programs → ABBYY FlexiCapture 12
).
).
%
File → Upload Project to Server...
and enter the name and password of the database
Settings → Projects
). Enter the address of
).

Deploying ABBYY FlexiCapture

Standalone and Distributed Editions

ABBYY FlexiCapture Standalone
ABBYY FlexiCapture Distributed
Standalone and Distributed Editions
ABBYY FlexiCapture is available in two editions, standalone and distributed.
ABBYY FlexiCapture 12 Standalone
volumes of documents by two or three operators who work in shifts. This edition does not support complex batch routing schemes.
ABBYY FlexiCapture 12 Distributed
large volumes of documents in enterprise environments. This edition is highly scalable, offers centralized control console, and supports complex routing schemes, where documents are distributed among operators in charge of different types of batches or documents.
There is also an option of installing ABBYY FlexiCapture 12 Distributed with basic settings on one computer or virtual machine for evaluation and demonstration purposes.
is installed on one computer and is intended for processing small
is installed on multiple computers and is intended for processing
ABBYY FlexiCapture productivity
ABBYY FlexiCapture productivity is expressed as the number of pages or documents processed within a certain time period. The major factors affecting productivity are:
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ABBYY FlexiCapture Administrator`s guide
Pages* / 24 hours
Scanning
operators
Verification
operators
Data transfer
rate
CPU cores
Black -and-white
Grayscale
Color
20,000
5,000
1,000
3 or fewer
3 or fewer
-
8
1,000,000
500,000
300,000
300
100
1 Gb/sec
80
3,000,000
2,000,000
1,000,000.
1000
300
10 Gb/sec
160
CPU
2 GHz or faster
Operating system
·
Windows 7 SP1
·
Windows 8.1
·
Windows 10
Note:
To use a localized version of ABBYY FlexiCapture, make sure your
operating system supports the corresponding GUI language.
RAM
at least 2 GB
Disk space
4 GB (including 2 GB for installation)
Other requirements
1. Microsoft .NET Framework 4.5 or later
Note:
Windows 2012R2 already includes .Net Framework 4.5.1 but you will need
1. The size of page images.
Note:
Images size depends on paper size, scanning resolution, and scanning mode (i.e. whether the
image has been scanned in black-and-white, grayscale, or color).
2. The number of automated processing stations.
3. The number of operators involved in document processing.
Note:
There are two main types of operators — scanning operators and verification operators. A scanning operator scans, checks, and processes images, while a verification operator verifies and corrects captured data.
Depending on your processing needs, select the optimal configuration for your system:
* А
4 pages scanned at 300 dpi.
Note:
The performance indicators can vary depending on the processing settings and hardware environment. It is recommended to execute tests in order to identify bottlenecks.

ABBYY FlexiCapture Standalone

ABBYY FlexiCapture Standalone is intended for processing documents on one computer. The program is set up and monitored by an administrator, while documents are scanned and captured data are verified by operators. Document recognition is carried out automatically.

System Requirements

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ABBYY FlexiCapture Administrator`s guide
to install ASP.NET 4.5. You can look up the version of your .Net Framework in the registry. Please visit this Microsoft web page for detailed instructions.
2. Microsoft Office (version 2007 or later) or LibreOffice (version 4.0 or later)
3. A scanner with TWAIN, WIA or ISIS support

Installation

1.On the wizard.
2. In the
·
·
·
3. Select a destination folder.
4. Click
Autorun
Setup Type
Administrator Station –
be installed. Select this option if you need to set up ABBYY FlexiCapture to process a specific kind of document.
Operator Station – O
processing documents as an operator.
Administrator and Operator Stations
O
perator Station, FormDesigner, and FlexiLayout Studio will be installed. Select this option if you need to set up to set up ABBYY FlexiCapture to process a specific kind of document and start processing documents as an operator.
Next
m enu, select
dialog box, select one of the available installation modes:
and wait for the installation to complete.
Standalone Installation
The Administrator Station, FormDesigner, and FlexiLayout Studio will
nly the Operator Station will be installed. Select this option to start
(selected by default) – The Administrator Station, the
and follow the instructions of the setup
Installing multiple workstations with a single Licensing Server
All the stations installed in the system communicate with the Licensing Server. The address of the Licensing Server is stored in the LicensingSettings.xml file, which can be found in the folder where you installed the product. The address of the server is specified in the ServerAddress tag of the MainNetworkLicenseServer attribute.
If you have one license and several operator stations, specify the address of the computer with the license on each operator station. To enable a station to access the new Licensing Server, simply change the name of the computer on which the Licensing Server is installed and restart the station.

Creating and opening projects

After you install the program, the License Manager utility will be started, prompting you to activate your serial number.
Note:
FlexiCapture 12
To start ABBYY FlexiCapture:
You can also start the License Manager manually by clicking
.
·
Click
Start → All Programs → ABBYY FlexiCapture 12 → Administrator Station
program in administrator mode
.
Start → All Programs → ABBYY
to start the
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