Kodak 8383697 - Capture Pro, Capture Pro Software User Manual

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OVERVIEW 1-1

INSTALLING THE SOFTWARE AND GETTING STARTED 2-1

THE USER INTERFACE 3-1

JOB SETUP 4-1

PATCH SETUP 5-1

BAR CODE AND OCR SETUP 6-1

PAGE SETUP 7-1

PRODUCTIVITY SHORTCUTS 8-1

USER AND GROUP SETUP 9-1

AUTO IMPORT 10-1

TROUBLESHOOTING 11-1

APPENDICIES

1 Overview

Contents Scanner support............. .......................................... ..................................1-1

Supporting documentation.........................................................................1-2

Kodak Capture Pro Software Demo Version..............................................1-2

Virus scanning applications........................................................................1-3

Kodak Capture Pro Software is an easy-to-install, easy- to-use production scanning application for electronic capture of documents.

This software is ideal for imaging, forms processing and workflow applica tions, and as a standalone application. It manages one- and two-sided scanning, indexing and batching in color, black and white, and/or grayscale. Batches can be easily exported to many popular applications. Capture Pro So ftware allows you to fully utilize your scanner capabilities for maximum productivity. All functions are performed in the software; no special hardware acceleration is required.

Capture Pro Software is designed for speed, accu racy, and ease-of-use. It enables optimum scanner throughput and maximum productivity . A high-spe ed multi-page display presents th e image s an d o ptional in dex d ata as documents are scanned. A complete set of icon-based tools is available to simplify scanning management.

Scanner support Kodak Capture Pro Software supports most Kodak Scanners and almost any

non-Kodak Scanner that has a certified ISIS driver. For a complete list of scanners that are supported by Capture Pro Software go to: www.kodak.com/ go/kcsscannersupport.

If your non-Kodak Scanner is not supported and you want to add your scanner to the supported list, provide your scanner information to your Kodak Authorized Reseller or local Kodak Representative.

• Capture Pro Software also supports Kofax VRS Versio n 4.x for any scanners that have been certified for use with VRS.

• Support for non-Kodak Scanners is certified only for Microsoft Windows XP, Microsoft Windows Vista and Microsoft Windows 7 operating systems. For more information see, Appendix B, System Requirements.

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Supporting

In addition to this User’s Guide, the following documentation is also available:

documentation

• On-line Help — provides product information including detailed product setup, details about the user interface and many advanced features. To locate information in the Help file you can use the table of contents, the index, or the search feature.

To access Help, press F1, select the Help button on a dialog box or click the ? icon in the top right-hand corner of any window.

• On-line Tutorial — the Kodak Capture Pro Software Tutorial provides a product overview followed by detailed product setup examples designed to familiarize you with key Capture Pro Software features. The tutorial walks you through the basic steps for performing tasks such as job setup, scanning, indexing and outputting your scanned images.

The tutorial is an optional item within the Capture Pro Software installer. If it was installed, you can run it by selecting Help>Tutorial. If it was not installed, reinsert your Capture Pro Software installation DVD and install it or run it from the DVD.

The tutorial for each supported language is also available for download for the Capture Pro Software website at www.Kodak.com/go/kcsdownloads.

• Reference Guide — provides simple procedures for getting started quickly including installing and launching Kodak Capture Pro Software. Procedures are also provided for scanning using the default pre-defined job setups. A PDF for this guide can be found on the Kodak Capture Pro Software DVD.

• Release Notes — contain information that may not have been available in other supporting documentation. To view the Release Notes, go to

www.kodak.com/go/kcsdownloads

Upgrade for Version X.X link. The download page contains a link to the latest Release Notes.

and select the Capture Pro Software

Kodak Capture Pro Software Demo Version

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Kodak Capture Pro Software provides a demo version to demonstrate the unique features of the software. This demo version provides many of the same features as Kodak Capture Pro Software with the following exceptions:

• No hardware key (USB dongle) is required to run the Demo version.

• 25% of the images are stamped with the wor d 'Demo' ( added as a bitma p to your images).

• 100% of all images will be stamped with a "DEMO" bitmap when batches are output.

• Changes to index data fields are only saved for the first 10 documents of each batch. After the 10th document, any changes to the index field values will not be saved.

Virus scanning applications

If you are using a virus scanning application, system performance will improve if you exclude Kodak Capture Pro Software workgroup, scanned images and batch output folders and subfolders from the virus scanning application access.

The default folder names are: c:\ScanPro c:\BatchesPro c:\Document and Settings\All Users\Shared Documents\KCSPro (on Windows

XP Systems) c:\Users\Public\PublicDocuments\KCSPro (on Windows Vista and Windows 7

Systems) c:\Program Files\Kodak\Capture Pro (on Windows XP Systems) c:\Program Files (x86)\Capture Pro (on Windows Vista and Windows 7

Systems) NOTE: If you modified the default installation folders by selecting the

Advanced installation option, exclude those folders when configuring your anti-virus software.

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2 Installing the Software and Getting Started

Contents Installing the software ................................................................................2-1

Launching Kodak Capture Pro Software....................................................2-3

Selecting your scanner (non-Network Edition clients)................................2-4

Terminology................................................................................................2-6

Batch Manager dialog box.................... .....................................................2-7

Creating a new batch............................................... ... ...............................2-8

Opening an existing batch .........................................................................2-8

Deleting a batch.........................................................................................2-9

Using a job.................................................................................................2-8

Editing options .........................................................................................2-11

Rotating images.................................................................................. 2-11

Drawing a region....................................................... .... ......................2-12

Cropping images.................................................... ... .... ... ... ... ... ..........2-12

Blanking out part of an image .............................................................2-13

Attaching pages ..................................................................................2-13

Rescanning images.............................................................................2-13

Deleting images ..................................................................................2-13

Deleting a range of documents...........................................................2-14

Removing blank images from a batch................................. ... ....... ... ...2-14

Outputting (processing) your batch.....................................................2-16

Installing the software

Before you begin, refer to the Appendix B, System Requirements to ensure your PC is suitable for Capture Pro Software.

To complete the installation, you will need:

• The scanner driver CD provided by the scanner manufacturer and the Kodak Capture Pro Software installation DVD.

• The hardware key (USB dongle) and License code (located inside the DVD case) that came with the Capture Pro Software DVD. For Kodak Capture Desktop Software and the Demo version of Capture Pro Software, the hardware key is not required.

NOTE: If you are installing a Network Edition client, a dongle is not

required; however, you must have a pre-configured Server Map. See the Administrator’s Guide for Kodak Capture Pro Software Network Edition for more information.

• Administrator rights on the PC where you are installing the software.

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1. Install the scanner drivers by inserting the scanner driver CD into the CD

drive and follow the prompts.

When you install the Kodak Scanner driver, the Kodak Scan Validation Tool will automatically be installed. This tool will be used to test that the scanner is connected properly and working.

NOTE: For non-Kodak manufactured scanners, follow the manufacturer’s

recommendations for installing and testing the scanner on your PC.

2. Connect the scanner and test the connection using the Kodak Scan

Validation Tool. See your scanner’s User’s Guide for more information.

3. Insert the Kodak Capture Pro installation Software DVD into the CD drive.

Before installing, check the Release Notes for any additional information. The Release Notes are available in the root folder of the installation DVD or go to www.kodak.com/go/kcsdownloads and select the Capture Pro Software Upgrade for the Version X.X link.

NOTE: If the installation process does not start automatically, navigate to

the drive where the DVD is installed and double-click Setup.exe which is found in the root folder of your Kodak Capture Pro Software installation DVD.

4. When the Installation Menu screen is displayed, select the desired

language and click the Install Kodak Capture Pro Software option.

5. Click I Accept the terms of the license agreement after you have read

the License Agreement and click Next.

6. At the License screen enter the License Code (include the dashes when

entering your license code) for your hardware key and click Next. NOTES:

•For Kodak Capture Desktop Soft ware and the Demo version of Capture Pro Software, the hardware key and license code are not required.

• For Network Edition, no license code is required.

7. At the Setup T ype screen select the Typical installation for installing Kodak Capture Pro Software and click Next.

8. The Information screen will be displayed listing a summary of Kodak Capture Pro Software information. Click Next.

9. The Ready to Install the Program screen will be displayed. Click Install to start the installation. Progress screens will be displayed. Follow any prompts.

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10. Click Finish.

11. Optionally, you can install the Tutorial from the DVD installation menu so it is available from the Help menu when running Capture Pro Softwar e.

12. If prompted, select the option to restart your comp uter.

13. Insert the hardware key (USB dongle) in a USB port on your PC.

NOTE: If you are installing Kodak Capture Desktop Software, the hardware

key is not required.

Launching Kodak Capture Pro Software

Be sure your scanner is turned on and is attached properly to the PC. Your hardware key must be inserted into a USB port on your computer (unle ss you are using Kodak Capture Desktop Software or Kodak Capture Pro Software, Network Edition).

• Double-click the Kodak Capture Pro Software icon on your desktop, or

• go to: Start>Programs>Kodak>Kodak Capture Pro Software.

NOTES:

• Network Edition clients will alert you that they are obtaining a license.

• Kodak Capture Pro Software Network Edition clients will perform the initial synchronization with the Kodak Capture Pro Server Software.

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Selecting your scanner (nonNetwork Edition clients)

The first time you start Capture Pro Sof tware the m essage, Y our sc anner has not been selected. Do you want to set it up now? is displayed. Click Yes to

display the Workstation Setup screen. From this screen you can select the scanner you will be using from the list of available scanners. Subsequent launches of the software will bypass these steps.

1. Click Select. The Select Scanner screen will be displayed.

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2. Select the scanner you have installed on your PC and click OK.

3. Click OK on the Workstation Setup screen.

4. After selecting your scanner, the registration screens will be displayed.

NOTE: An Internet connection is required to complete the registration

process. Follow the on-screen prompts and enter the required information. After submitting the registration, you have 14 days to use the software before you need to enter the code that will be sent to your registered e-mail address to fully unlock the software.

Terminology Before you begin a basic understanding of some of the terminology used in

Kodak Capture Pro Software is helpful. Kodak Capture Pro Software is “job” based. A job is a configuration that is

setup to capture and process a set of documents that you want to scan. To scan documents in a job, you need to create a batch to hold the scanned

documents, images and data before you o utput them. Kodak Capture Pro Software organizes scanned documents in the following

hierarchy:

• Batch: contains one or more scanned documents (similar to a folder or hanging file containing several sepa rate documents).

• Document: contains one or more page(s) related to a single item (e.g., the contents of an envelope).

• Page: are physical sheets of paper that are fed through the scanne r to produce images.

• Image: electronic representations of scanned pages.

Output is the process of sending the batch to the desired output system / location in the format that you chose.

NOTE: See Appendix A, Glossary for a full listing Kodak Capture Pro Software

terminology.

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Batch Manager dialog box

When you log into Kodak Capture Pro Software, the Batch Manage r dialog box will be displayed. The Batch Manager dialog box can also be displayed by selecting Batch>Open. Use this box to manage all the batches associated with your job setups.

Available jobs — lists all of your job setups. Select a batch from any of these job setups.

Click to display all the batches in all of the job setups.

Click to hide all the batches in all of the job setups.

Batches of the selected job — displays the Job Name, Batch Name, Time Created, Batch Status, and Locked By fields for the selected jobs.

Show Options — displays the Show Options dialog box, which allows you to select what sta tes (i.e., Available, Processing, etc.) to display in the Batch Status field on the Batch Manager dialog box.

Open — displays the batch that you selected on the list. The Open com ma n d will not open a batch listed as In Use. You must have read/write permission for the scanned image location to open an existing batch.

New — displays the New Batch dialog box, which allows you to create a new batch.

Rename — displays the Rename Batch dialog box, which allows you to rename the selected batch.

Delete — deletes the selected batch. A confirmation box will be displayed to confirm your deletion.

Output — sends the batch to be processed. Close — closes the dialog box.

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Creating a new batch When you want to scan documents, you need to create a new batch or ope n

an existing batch to scan the documents into. In most cases your system administrator has already configured the jobs you will use. These jobs will be listed in the Batch Manager dialog box.

To create a new batch:

1. Launch Kodak Capture Pro Software. The Batch Manager dialog box will

be displayed.

1. Select New. The New Batch dialog box will be displayed.

2. Select a job setup from the Job name drop-down list. Your new batch will

be captured and output as defined in this job setup.

3. If applicable, enter a new batch name in the Batch name field. By default,

Kodak Capture Pro Software suggests a new batch name based upon the last batch name created for the job setup. For example, if the last batch name is Health030, then the new batch name default will be Health031. You will not be able to enter a value is Enable Job Level batch numbering is unchecked on Workstation Setup dialog box.

4. If applicable, enter the starting do cument ID. The starting document ID is

the ID you want to assign to the first document in a batch. In most cases, that ID is 1. By default, the software suggests a starting document number based upon the job setup.

5. Click OK. The Image Viewer will be displayed on the Main window with the

batch name you assigned. The Image Viewer, Batch Explorer, and Thumbnail Viewer will remain blank until you start scanning.

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Opening an existing

To open an existing batch:

batch

1. Select Batch>Open. The Batch Manager dialog box will be displayed.

Depending on your settings, the batches from all of your job setups will be displayed.

2. Highlight the batch you want and click Open. The batch you selected will

be displayed in the Image Viewer and the Batch Explorer. You can now work in this batch.

NOTE: If you are scanning in a multiple-scanner environment and the

batch you selected is already opened at anothe r wo rks tation, Kodak Capture Pro Software will not allow you to open the batch. The message, The batch cannot be opened because it is currently in use by another user will be displayed.

Deleting a batch Deleting a batch erases both the images and batch subdirectory structure of

the selected batch.

1. Select Batch>Open. The Batch Manager dialog box will be displayed.

Depending on your settings, the batches from all of your job setups will be displayed.

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2. Highlight the batch you want to delete and click Delete. The message, Are

you sure you want to delete the selected batch “XXXXX”? will be

displayed.

3. Click OK.

Using a job This section provides the basic steps for creating a new batch, scanning your

documents and outputting a batch. Detailed information regarding indexing, setting up OCR zones, patch reading, selecting different output sources, etc. can be found in other chapters of this User’s Guide.

NOTE: There are several ways to complete an action when using Kodak

Capture Pro Software. For example, if you want to open a batch, you can select Batch>Open from the menu bar, you can click the Open Batch toolbar button or you can press the F3 shortcut key. For the purpose of this manual, all actions are described by using the menu bar. For a complete list of menus, toolbar buttons and function keys see Chapter 3, The User Interface.

1. If you have not already started Capture Pro Software, do so now. The

Batch Manager dialog box will be displayed.

2. Click New. The New Batch screen will be displayed.

3. Select the desired job setup from the Job name drop-down box. The Batch

name and Starting document ID are automatically filled in. You may change these if desired.

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4. Click OK. The main screen will be displayed and you are ready to start

scanning.

5. Place the stack of documents you want to scan in the input tray of your

scanner.

6. Click Start. The scanner will feed the pages.

7. When your documents have been scanned, you can perform any

necessary editing options (i.e., remove blank pages, rotate imag es, crop images, etc.). See the next section, “Editing options” for a brief d escriptio n of some of the options available.

8. When your batch is how you want it, select Batch>Output. The batch

output task begins and the New Batch screen will be displayed allowing you to start another scanning session while processing is being done in the background.

Your scanned images will be delivered to the location designated on the Capture tab in Job Setup.

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Editing options Before outputting your batch, review your images to be sure they are as you

want them. If you need to make some adjustment s, tools are availab le for your use. This section provides procedures for some of the more commonly used editing functions (i.e., rotating images, deleting images, cropping ima ges, etc.). Procedures for splitting and merging images can be found in Chapter 7, Page Setup.

All menu options and toolbar options are described in Chapter 3, The User

Interface.

Rotating images Kodak Capture Pro Software allows you to automatically ro tate your images as

they are being scanned (this is setup using Page Setup before scanning) or manually rotate them after they are scanned. Images are rotated 90, 180 or 270° clockwise.

To manually rotate images in an existing batch:

1. Click on individual (or groups of) images, pages, or documents from the

Batch Explorer list or in the Image Viewer.

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2. Select Tools>Rotate> 90, 180, or 270. The rotated images will be

displayed in the Image Viewer.

Drawing a region The Draw Region tool allows you to draw a rectangle around a portion of an

image, then blank the area inside the rectangle usin g Blank or crop the image to the size of the rectangle using Crop.

1. Click on an image that you want to crop or blank in the Image Viewer.

2. Select Tools>Draw Region.

3. Click and drag the draw region cursor to create a rectangle over the part of

your image that you want to select. Release the cursor; the rectangle is now green.

4. You can now crop or blank the region.

To discard a region:

• Right-click on the image containing the green rect angle and sele ct Deselect

Region.

Cropping images You can crop an area outside a rectangular region that you create using the

Draw Region tool and using the Crop option.

1. Click on the image in Batch Explorer that you want to crop. The image you

selected will be outlined in red in the Image Viewer.

2. Select Tools>Draw Region.

3. Click and drag the draw region cursor to create a rectangle over the part of

your image that you want to save. Release the cursor; the rectangle is now green.

4. Select Tools>Crop. The image area outside of the green rectangle will be

deleted and only the selected area will remain in the Image Viewer.

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5. Click OK to save your setting.

Blanking out part of an image

If you want to blank out part of an image, you can draw a region on the image and use the Blank tool. The area inside the rectangle will be blanked out.

1. Click on an image in Batch Explorer that you want to blank.

2. Select Tools>Draw Region.

3. Click and drag the draw region cursor to create a rectangle over the part of

your image that you want to blank. Release the cursor; the rectangle is now green.

4. Select Tools>Blank. The image will now display a blank area where you

positioned the green rectangle.

5. Click OK to save your setting.

Attaching pages This option allows you to scan extra pages into an existing document.

1. In the Batch Explorer, select the document that is to receive the

attachment.

2. Click Document>Attach Page.

3. Scan the images. The new pages will be displayed at the end of the

selected document.

Rescanning images When reviewing your batch of scanned images, occasionally you may need to

rescan some documents.

1. Highlight the page or pages you want to rescan.

2. Put the originals in the correct order in the scanner.

3. Click the Rescan icon. The images will be rescanned and placed in their

original scanned positions.

Deleting images If you want to delete selected images from a batch:

1. Select the image you want to delete.

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2. Select Edit>Delete. The message, Are you sure you want to delete the

selected item(s)? will be displayed.

3. Click Yes to confirm the deletion.

Deleting a range of documents

You can delete a range of documents in an existing batch.

1. Select Document>Delete Range. The Delete Document s in Range dialog

box will be displayed.

2. Enter the beginning number of the document group you want to delete in

the From Document Number field.

3. Enter the ending number of the document group in the To Document

Number field.

4. Click OK.

Removing blank images from a batch

This option allows you to remove the blank back or front images produced by the scanner.

1. Select Batch>Remove Blank Images. The Remove Blank Images Setup

dialog box will be displayed.

2. Enter the beginning document number in the batch where you want to

search for blank images in the Start at document field. The default is the currently active document.

3. Define the byte-size threshold of the images to be verified in the Show

Black and White images below and Show Color/Grayscale images fields. A good setting for typical business documents is 3000 bytes in 200 dpi black and white.

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4. Click Check only back sides to remove only the blank back sides of the

images in a batch.

5. Click Pre-select all if all images are candidates for deletion.

6. Define the number of columns and rows you want to display in the Display

layout field. On a 1024 x 768 SVGA screen, a matrix of 14 x 7 allows you to check 98 images per screen.

7. Click OK to accept the values you entered.

After the batch is examined, Kodak Capture Pro Software displays all the

images that match the criteria you set up (for ex amp l e, back sides below 5000 bytes) the Remove Blank Images window. These images are displayed in a red highlight color. All colored images are considered blank and ready to be deleted.

• If no blank images are displayed in the Remove Blank Images window, it means that Kodak Capture Pro Software cannot locate images in your batch that match your criteria. You can click Setup on the Remove Blank Images window to reopen the Remove Blank Images Setup dialog box and enter higher threshold numbers (in bytes) for the black and white and/or color/grayscale images.

8. By default, all the blank images are outlined in red and selected for deletion. Select any blank images you do not want to delete by clicking them individually. The red outline disappears on those images.

9. Use the First Screen, Previous Screen, Next Screen and Last Screen buttons to help you navigate through all the possible blank images in the batch.

10. Click Remove. The message Remove all selected images? will be displayed.

11. Select Yes to confirm the deletion of the blank images. Capture Pro Software removes the blank images still outlined in red, repaginates the documents, and updates the available batch and hard disk capacity.

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Outputting (processing) your batch

When all of your editing changes are complete, you are ready to output your batch.

Kodak Capture Pro Software allows you to output (or process) one batch at a time or output all available batches at once.

To output the current batch in a job setup:

1. Select Batch>Output.

When your batch is queued for output, the New Batch dialog box will be

displayed allowing you to scan another batch of documents.

2. Click OK to continue scanning images into the new batch. When you output a batch, it is processed according to the System Output Destination selected in the Output tab of the Job Setup dialog box. This typically results in the batch being copied to an output subdirectory path.

To output all available batches in a current job setup:

•Select Batch>Output All. The Batch Manager dialog box will be displayed

where you can select one or more batches to be outputted.

To view the output progress:

•Select Batch>View Batch Output Status. The Kodak Capture Pro Batch

Process Status window will be displayed.

This window will update you on the progress of your batches as they are outputted. When outputting in the background, scanning takes higher priority. Output will be slowed until scanning is finished.

NOTE: If you experience issues when outputting your job, see Chapter 11,

Troubleshooting for problem resolution.

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3 The User Interface

Contents Main window ..............................................................................................3-2

Menu bar....................................................................................................3-4

File menu................... ... .......................................... ...............................3-4

Setting up your workstation................................................................3-5

Batch menu............................................................................................3-6

View menu .............................................................................................3-7

Capture menu ............... ... .......................................... ............................3-8

Document menu.....................................................................................3-9

Edit menu.............................................................................................3-10

Tools menu........................................................................................... 3-11

Index menu................... ... .......................................... ..........................3-13

Help menu............... ... ... .......................................... .............................3-14

Toolbars ...................................................................................................3-15

Capture toolbar ................ .... .......................................... ......................3-15

Batch toolbar........................................................................................3-15

Document toolbar.................................................................................3-15

View toolbar .........................................................................................3-16

Navigation toolbar................................................................................3-16

Flag toolbar..........................................................................................3-17

Edit toolbar...........................................................................................3-17

Index toolbar................. .......................................... .............................3-18

Scanner Adjustments toolbar............................ ... ... ... .... ... ... ... ... .... ... ...3-18

Keyboard shortcuts..................................................................................3-19

Batch Explorer .........................................................................................3-20

Image Viewer...........................................................................................3-20

Image context-sensitive menu .............................................................3-21

Thumbnail Viewer .......... ... ... .... ... .......................................... ...................3-23

Thumbnail Viewer context-sensitive menu...........................................3-23

Index window .............. ... ... ... .... ... ... .......................................... ................3-23

Information window..................................................................................3-24

Batch Status window............................................................................3-25

Changing the Main window interface.......................................................3-26

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This chapter provides descriptions of the Ma in windo w of Kodak Capture Pro Software, as well as descriptions of the menu bar, toolbars and viewers.

Main window The Main window has the following components.

1 Program title bar — provides the name of the job setup. 2 Menu bar — provides the following menu items: File, Batch, View,

Capture, Document, Edit, Tools, Index and Help.

3Toolbars — provides the following toolbars: Capture, Batch, View,

Document, Navigation, Flag, Edit and Index.

4 Batch Explorer — lists all the document folders, pages and image files in

the batch.

5 Image Viewer — displays the images in a batch. The Image Viewer can

be configured to show 1, 2, 4, 8 or more images at a time.

6 Thumbnail Viewer — displays thumbnails of all the images in the batch. 7 Index tab — when you click the Index tab (located on the right-hand side

of the Main window) the Index window is displayed which provides batch

or document level indexes.

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8 Information tab — when you click the Information tab (located on the

right-hand side of the Main window) the Information window is displayed which provides detailed statistics on the batch, document, page and image.

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Menu bar The Menu bar provides the following menu items: File, Batch, View, Capture,

Document, Edit, Tools, Index, and Help.

File menu The File menu contains the following options:

Job Setup — displays the Job Setup dialog box, which allows you to set up all

the parameters for a job setup. See Chapter 4, Job Setup for more information. Keyboard shortcut: J.

Page Setup — displays the Page Setup dialog box, which allows yo u to select a predefined page setup or create your own custom pa ge setup for your job setup. Kodak Capture Pro Software comes with several pre-defined page setups. The list of predefined page setups varies depending on the scanner being used. See Chapter 7, Page Setup for more information.

Workstation Setup — displays the Workstation Setup dialog box, which allows you to select the scanner attached to your PC for scanning documents into Kodak Capture Pro Software. If license d, you ma y also sele ct Au to Imp ort to automatically import images into Kodak Capture Pro Software. See the next section entitled, “Setting up your workstation” for procedures.

Import Job Setup— displays the Import dialog box, which allows you to import a job setup. See Chapter 4, Job Setup for more information.

Export Job Setup — displays the Export dialog box, which allows you to export the job setup to a file. See Chapter 4, Job Setup for more information.

User Setup — displays the User Setup dialog box, which allows the administrator to set up and manage users of Kodak Capture Pro Software. See Chapter 9, User and Group Setup for more information.

Change Password — displays the Change Password dialog box, which allows you to change your password.

To change a password:

1. Select File>Change Password. The Change Password dialog box will be displayed.

2. Enter your Old Password, then enter your New Password.

3. Confirm your password by entering your new password in the Confirm Password field.

4. Click OK.

Language — allows you to select the language in which the user interface is displayed. Supported languages are: English, French, Italian, German,

Portuguese-Brazilian, Dutch, Spanish, Simplified Chinese, Traditional Chinese, Swedish, Korean, Turkish, Czech, Russian and Japanese.

To change the language:

1. Select File>Language.

2. Select the desired language. The user interface will be displayed in the selected language.

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NOTE: The Scanner Setup dialog box (TWAIN Driver) may display the wrong

text characters when the default language is a Western language and the user changes to an Asian language. To solve this, use the system "Regional and Language options" to set the "Language for nonUnicode Programs" to the desired Asian language.

Measurement System — allows you to select US or Metric units. Print — displays the Print Setting dialog box for the selected printer, which

allows you to print scanned documents. Keyboard shortcut: Ctrl + P. Save As PDF — displays the Save as PDF dialog box, which allows you to

save scanned images to a searchable or unsearchable PDF format.

Logout — logs out the current user. Minimize to System Tray — minimizes the Capture Pro Software application

but does not close the software.

Exit — closes Kodak Capture Pro Software. Keyboard shortcut: Alt + F4.

Setting up your workstation When you select File>Workstation Setup, the Workstation Setup screen is

displayed. From this screen you can setup the workstation information and choose the scanner you want to use.

1. Enter the ID and Name of your workstation. In a multi-scanner environment the ID and name must be unique.

2. Click Select. The Select Source dialog box will be displayed and provides a list of available scanners and other sources, such as Auto Import, depending on your license.

3. Select the source you want to use and click OK.

4. Enter the desired Disk Warning Level in megabytes (MBs). You will receive a warning if the free space on the disk falls below this level.

5. Check Enable job level batch numbering if you want the batch sequence number to be kept independently for each job. If this option is checked, numbering will be maintained at the job level. If not checked, numbering will be maintained at the system level. For example:

System Level Job Level

Invoices INV001 Invoices INV001 Claims CLM002 Claims CLM001 Records RCD003 Records RCD001 Invoices INV004 Invoices INV002

6. When finished, click OK.

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Batch menu The Batch menu contains the following options:

New — displays the New Batch dialog box, which allows you to create a new

batch. See Chapter 2, Installing the Software and Getting Started for procedures.

Open — displays the Batch Manager dialog box, which allows you to open an existing batch. Keyboard shortcut: F3. See Chapter 2, Installing the Software and Getting St arted for procedures.

Rename — displays the Rename Batch dialog box, which allows you to rename a current batch.

Remove Blank Images — displays the Remove Blank Images Setup dialog box, which allows you to remove the blank back or front images produced by the scanner. See Chapter 2, Installing the Software and Getting Started for procedures.

Output — starts processing all images in the current batch. Keyboard shortcut: O. See Chapter 2, Installing the Software and Getting Started for procedures.

Output All — starts processing all images in all batches of the current job. View Batch Output Status — displays the Kodak Capture Pro Batch Status

window, which provides information on the progress of your outputting commands.

Clear — erases all the images in a batch, but keeps the batch subdirectory structure intact.

Delete — erases both the images and batch subdirectory structure of the selected batch. See Chapter 2, Installing the Software and Getting Started for procedures.

Delete to End of Batch — erases all the images from the selected image to the last image in the batch.

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View menu The View menu contains the following options:

Image Viewer Display — allows you to select a grid of 1, 2, 4 or 8 images to

display in the Main window . Selecting Customize d isp lays the Custom Layo ut Setup dialog box, which allows you to specify another grid size.

Image Viewer Filter — allows you to specify one or more types of images that will be displayed in the Image Viewer of the Main window. You can select one or more of the following: Front, Back, Black & White, Grayscale, and Color.

Thumbnail Viewer Filter — allows you to specify one or more types of images that will be displayed in the Thumbnail Viewer of the Main window. You can select one or more of the following filters: Front, Back, Black & White,

Grayscale and Color. Thumbnail Image Size — displays the Thumbnail Image Size Setup dialog

box, which allows you to specify the size of each thumbnail that will be displayed in the Main window.

Image Viewer, Batch Explorer, Thumbnail Viewer, Information, Index, Status Bar — these commands allow you to select whether the corresponding

components are displayed in the Main window. The keyboard shortcut for Status Bar is Ctrl + S.

Toolbars — allows you to view or hide the following toolbars: Capture, Batch, View, Document, Navigation, Flag, Edit, and Index. Detailed information regarding the toolbars can be found later in this chapter.

Icon Size — allows you to specify Small, Medium or Large icons. Icon Text — allows you to specify if icon labels will be displayed and, if so, on

the right or below the icons. Zoom — increases or decreases the displayed size of an image.

• Actual: displays the image at actual size (one scanned pixel equals one

pixel on the Image Viewer.)

• Zoom In: increases the image display by the increment specified in the

Zoom Step Setup dialog box.

• Zoom Out: decreases the image display by the increment specified in the

Zoom Step Setup dialog box.

• Zoom Step: displays the Zoom Step Setup dialog box, which allows you to

specify the increment (15%, 20%, 25%, 30%, 35% or 40%) that the image size is changed when you use the Zoom In and Zoom Out commands.

Pan All Images to — enables you to move all images around the Image Viewer pane at once. You can pan to the Top, Bottom, Left or Right of the images.

Pan Step Setup — displays the Pan Step Setup dialog box, which allows you to specify the desired number of pixels (5, 10, 15, 25, 50 or 100) an image moves when you use the Pan commands.

Layout — allows you to change between the Classic and Enhanced layout modes.

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Capture menu The Capture menu contains the following options:

Start — enables the scanner and starts the transport. Keyboard shortcut: F7. Stop — clears and stops the transport and disables the scanner. Keyboard

shortcut: F6. Page Setup List — displays the Page Setup List dialog box, which allows you

to select from the defined page setups. Keyboard shortcut: F2. Capture modes — determines how a batch is scanned by allowing you to

select one of the following settings:

• Two-Sided: scans the front and back of a page.

• One-Sided Front: scans the front of a page.

• One-Sided Back: scans the back of a page.

Select Scanner — displays the Workstation Setup dialog box, which allows you to select the scanner you want to use.

Manual Import Images — allows you to import image files created from another source (e.g., an engineering drawing scanner) into the currently displayed document in Capture Pro Software.

When you select Manual Import Images, the Open dialog box will be displayed. Navigate to the directory where you wa nt to import images from and select the desired image file(s). BMP, JPEG, PDF and TIFF image files can be imported. The images that you selected to be imported will be inserted immediately before the image that is selected in the currently displayed document. If there are no selected images, the imported images will be appended to the end of the current document.

Both single- and multi-page TIFF files are supported. When importing a multipage TIFF file, each image in the file will be imported as a separate image into the document.

More than one image file can be selected for import. If more than one image file is selected, the images will be imported in alphabetical/numerical order according to their image file name.

Auto Import Setup — displays the Auto Import Setup dialog box which allows you to configure auto import “watch folders”. You can identify watch folders and assign them user friendly names using the Auto Image Setup dialog box. You can also identify directories for archiving and error handling, assign error threshold levels, specify auto import batch separation rules, and timeout intervals. See Chapter 10, Auto Import for more information.

Set Image Address — displays the Image Address dialog box, which allows you to change image address settings for your batch. This option becomes active only if you have a scanner capable of image addressing.

Set Counter — displays the Set Counter dialog box, which allows you to reset the sequential counter value assigned (and optionally printed) to the next p age scanned. This option becomes active only if you have a scanner with a counter.

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Document menu The Document menu contains the following options:

New — creates a new document with a document number equal to the last

document number plus "1". Keyboard shortcut: Ctrl + Enter. NOTE: For some scanners, selecting New also enables the scanner and

starts the scanner transport/feeder or flatbed.

Attach Page — allows you to scan extra ima ges and add them as p ages to an existing document. Keyboard shortcut: F4.

Insert Pages — inserts additional pages into a scanned document. Keyboard shortcut: Insert.

NOTE: If image address and patch detection are set, Insert Pages will not

cause a document separation when a document patch is detected.

Rescan Pages — repeats scanning of the document. Keyboard shortcut: R. Split Document — splits the selected document into two documents. Merge into Previous — places the document currently be ing scanned into the

previous document.

Delete — deletes the currently opened document. Keyboard shortcut: F8. Delete Range — displays the Delete Documents in Range dialog box, which

allows you to delete a range of documents in the batch. Delete to End of Document — allows you to delete the selected image and

all subsequent images of a document. This command removes images from your hard drive. You cannot undo this function.

Go to Document — allows you to select to go to the first, last, next or previous document in the batch, or you can select a Document Number to go to a specific document within a batch.

Go to Image — opens the Go to Image dialog box, which allows yo u to navigate to a specific image in the current document. Keyboard shortcut: I.

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Edit menu The Edit menu contains the following options:

Undo — reverts one level of the last action. If an action cannot be undone, a

message will be displayed. Keyboard shortcut: Ctrl + Z. Copy — copies a selected image for pasting to another location. Keyboard

shortcut: Ctrl + C. Copy Image Area — after using Draw Region to create a region on your

image, this option allows you to copy this region to another location. Keyboard shortcut: Ctrl + I.

Copy Image to Job Setup — displays the Copy Image to Job Setup dialog box, which allows you to import images into the Bar Code window or the OCR window to create bar code or OCR zones.

Select All — selects all images in the current batch. Keyboard shortcut: Ctrl + A.

Select Document — selects all images in the current document. Select Filtered — selects all images whose filtered parameters are selected. Deselect All — deselects all images. Keyboard shortcut: Ctrl + D. Select Flagged — selects all images that are flagged. Keyboard shortcut:

Ctrl + F. Delete — deletes the selected images from the batch. Keyboard shortcut: Del.

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Tools menu The Tools menu contains the following options:

Selector — displays the Pointer tool, which allows you to select images.

Keyboard shortcut: S. Selection mode — select Image, Page or Page Side.

• If you select Image, you can click on an image in the Image Viewer and just

the image will be selected.

• If you select Page, you can click on the image and the entire page, front an d

back, black and white and color/grayscale, will be selected.

• If you are scanning multiple images for a side (dual-stream scanning), when

you select Page Side, and click on a front image, all front images will be selected. If you click on a back image, all back images will be selected.

Magnify — enlarges a portion of an image. When you select Magnify, the Magnify tool will be displayed. You can enlarge any area where you place the Magnify tool. (You must click and hold on the image.) Keyboard shortcut: M.

Pan — allows you to move the image ar ound the Ima ge Vi ewer pa ne when the image is larger than the pane. Keyboard shortcut: P.

Draw Region — allows you to draw a rectangle aroun d a po rtion of a n imag e, then blank the area inside the rectangle using Blank; or crop the image to the size of the rectangle using Crop (or copy it using Edit>Copy Image Area).

Magnification Ratio — displays the Magnification Ratio Setup dialog box, which allows you to select the desired magnification ratio of 100%, 150%, 200%, 250% or 300%.

To magnify an existing image in the Image Viewer or Thumbnail Viewer:

1. Select Tools>Magnify.

2. Click on an image, then hold and drag the Magnify tool over the image.

Rotate — manually rotates the selected image 90, 180 or 270 degrees clockwise. Kodak Capture Pro Software allows you to automatically rotate your images as they are being scanned or manually rotate them after they are scanned.

Intelligent QC — launches the Intelligent QC tool. All selected images will be available for review and processing. If no images have been selected, all flagged images will be available. The Intelligent QC tool may also be launched by right clicking on an image in the Image Viewer or Batch Explorer and selecting Intelligent QC in the selection list.

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Flag Tool options — allows you to flag an image(s) that may need to be rescanned or adjusted in some way (e.g., contrast values may need to be adjusted to provide better image quality). Keyboard shortcut: C.

• Flag Tool: allows you to flag a page, image or both the front and b ack of an

image.

• Flag All Selected: flags all selected images in the batch to be rescanned.

• Flag Document: flags all the images in the selected document.

• Flag Filtered: allows you to apply a filter to images currently displayed in

the Image Viewer. Once you select which viewer you want to apply your filter to, you can select the Front Side or Back Side, Black and White, Grayscale or Color images.

• Unflag All Selected: removes the flags from the images currently selected.

• Unflag All: removes any of the previously flagged images in the current

batch.

Split Document — splits a document into two documents. For more information see Chapter 7, Page Setup.

Crop — allows you to crop out the area outside the rectangle you crea ted using the Draw Region option. A confirmation box will be displayed when you select this option. Keyboard shortcut: Ctrl + R.

Blank — allows you to blank out the area inside the rect angle that you created using the Draw Region option. A confirmation box will be displayed when you select this option. Keyboard shortcut: Ctrl + B.

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Index menu The Index menu contains the following options:

Edit Index Fields — provides access to the index fields at the batch and

document levels. Keyboard shortcut: E. Previous Document — displays the index information for the previous

document. Keyboard shortcut: F9. Next Document — displays the index information for the next document.

Keyboard shortcut: F10. Next Invalid — displays the index information for the next document in which

an index is invalid. Keyboard shortcut: F11. Define Enter Key Behavior — allows you to assign an action that you want

the software to take when you press Enter. Options are: go to the Next

Document, go to the Next Invalid document or Save & Exit Indexing. Zoom Zones — allows you to draw a rectangle around a portion of the image

that you want zoomed for display when editing index fields. This zoom setting is saved per index field. As a result, you can define a zoom zone for each index field and the image display automatically zooms to the appropriate part of the image when that field is edited.

Drag-and-Drop OCR — allows you to populate an index field by drawing a region on the image. OCR is performed within the region, and the value is automatically put into that index field. After selectin g the to ol, draw a re ct angle around the index data to be captured.

NOTE: To properly create OCR special language-specific characters (e.g., «

or ¸) or MICR code characters, select the appropriate language or MICR font from the drop-down list.

OCR Language — allows you to setup what language will be used for the OCR function.

Save & Exit Indexing — exits indexing and saves any changes you made to the batch. Keyboard shortcut: F12.

Cancel & Exit Indexing — exits indexing without saving any changes you made to the batch.

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Help menu The Help menu contains the following options:

Help — displays the on-line help for Kodak Capture Pro Software. Keyboard

shortcut: F1. Send Error Report — displays the Send Error Report dialog box, which allows

you to enter a message describing your problem and send it to Kodak. Tutorial — if you have installed the Tutorial for Kodak Capture Pro Software,

this option will be on the Help menu. Enter License Code — displays the Enter License Code dialog box, which

allows you to enter the license information necessary to use the software. The Request Code will be displayed at the top of the box.

Kodak Capture Pro Online — displays the online help for Kodak Capture Pro Software.

About Kodak Capture Pro — displays the About Kodak Capture Pro Software dialog box, which provides information about the current version of the software. Use this box to view the following information:

•Copyright

• File extension

• File path

• Software serial number

• Software version number

This dialog box also allows you to access System Information which opens the Files Information window. This window provides information on individual files within the Capture Pro Software. The Files Information window is read-only.

• File name

• File size

• Creation date

• Version number

• Description

NOTE: Click "X" in the top right-corner to close the Files Information window.

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Toolbars

Capture toolbar The Capture toolbar contains the following commands:

Start — starts scanning images on the scanner.

Stop Scan — stops scanning images.

Page Setup name — select a page setup name from the drop -down list that

best fits the job you are scanning.

Page Setup — displays the Page Setup dialog box, which allows you to set up scanning parameters.

Sides to Capture — allows you to select Two-sided, OneSided Front or One-Sided Back.

Batch toolbar The Batch toolbar contains the following commands:

New batch — displays the New Batch dialog box, which allows

you to create a new batch. Open batch — displays the Batch Manager dialog box, which

allows you to open an existing batch. Output batch — starts outputting all the images in the current

batch.

Document toolbar The Document toolbar contains the following commands:

New document — allows you to add a new document.

Insert Pages — inserts additional pages into a scanned

document. Highlight the first image in a page and the icon becomes active. Put the additional pages in the scanner and click this icon.

Rescan pages — repeats scanning of selected parts of the document. Highlight the page or pages you want rescanned , put the originals in the scanner and click this icon.

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View toolbar The View toolbar contains the following commands:

Selector — displays the pointer tool, allowing you to select

images. Selection mode — select Image, Page or Page Side.

• If you select Image, you can click on an image in the Image Viewer and just the image will be selected.

• If you select Page, you can click on the image and the entire page, front and back, black and white and color/grayscale, will be selected.

• If you are scanning multiple images for a side (dual-stream scanning), when you select Page Side, and click on a front image, all front images will be selected. If you click on a back image, all back images will be selected.

Magnify — allows you to enlarge a portion of an image. When you select Magnify, the Magnify tool will be displayed. You can enlarge any area where you place the tool. (You must click and hold on the image.)

Pan — allows you to move the image around the window when the image is larger than the window.

Image Viewer Display — allows you to use the down arrow to display 1, 2, 4 or 8 images or Customize your la yout. When you select Customize, the Custom Layout Setup dialog box will be displayed, allowing you to enter the number of rows and columns you want to appear in the Image Viewer.

Zoom In — zooms in on all the images in the Image Viewer.

Zoom Out— zooms out on all the images in the Image Viewer.

Navigation toolbar The Navigation toolbar contains the following commands:

First Document — displays the first document of the batch in

the Image Viewer. Last Document — displays the last document of the batch in

the Image Viewer. Previous Document — displays the previous document of the

batch in the Image Viewer. Next Document — displays the next document of the batch in

the Image Viewer.

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Flag toolbar The Flag toolbar contains the following commands:

Flag Tool — allows you to flag a page or image. For example,

you may want to permanently identify images that need to be rescanned.

Flag All Selected — flags all selected images in the batch.

Flag Filtered — allows you to flag images currently displayed in

the Image Viewer or Thumbnail Viewer. Unflag All — removes flags from any of the previously flagged

images in the current batch.

Edit toolbar The Edit toolbar contains the following commands:

Edit Index Fields — provides access to the index fields at the

batch and document levels. Rotate 90 — rotates the selected image(s) 90 degrees

clockwise. Rotate 180 — rot ates the selected image(s) 180 degrees

clockwise. Rotate 270 — rotates the selected image(s) 270 degrees

clockwise. Intelligent QC — launches the Intelligent QC tool. All selected

images will be available for review and processing. If no images have been selected, all flagged images will be available. The Intelligent QC tool may also be launched by right clicking on an image in the Image Viewer or Batch Explorer and selecting Intelligent QC in the selection list.

Draw Region — allows you to draw a rect angle around a portion of an image, then remove the area inside the rectangle using

Blank; or crop the image to the size of the rect ang le using Crop. Crop — allows you to remove the area outside the rect angle you

created using the Draw Region option. Blank — allows you to blank out the area inside the rectangle

that you created using the Draw Region option. A confirmation box will be displayed when you select this icon.

Print — displays the Print Settings dialog box, which allows you to print a complete document or specific images within a document.

Save as PDF — displays the Save as PDF dialog box, which allows you to save a complete document or indi vidual images as a searchable or unsearchable PDF file.

Delete Selected — deletes one or more images selected inside a document. For example, blank images can be deleted from a two-sided document; all remaining images are renumbered af ter the selected images are deleted. A confirmation box will be displayed when you select this icon.

Undo — reverts to the last crop, blank, or rota tion of an image or set of images. The Undo option does not revert deletion commands.

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Index toolbar The Index toolbar contains the following commands:

Front Back

Previous document — moves to the previous document

number containing images. Next document — moves to the next document number

containing images. Next Invalid — goes to the next document that has an invalid

index. Zoom Zones — enlarges the display of the index data captur ed

for the current field, allowing you to more clearly see difficult-toread special language-specific characters.

Drag-and-Drop OCR — allows you to drag-and-drop indexing via Optical Character Recognition (OCR) without entering the index value. After selecting the tool, draw a rect angle around the index data to be captured.

OCR Language — allows you to select an OCR language from the drop-down list.

Save & Exit Indexing — saves the changes on the current batch and closes the Index window.

Cancel & Exit Indexing — closes the Index window without saving any changes.

Scanner Adjustments Toolbar

The Scanner Adjustments Toolbar allows you to change the following scan ning options directly from the Capture Pro Software Main window:

Threshold — controls the lightness and darkness of the background in an image. Valid values are 0 to 255. There is a separate Threshold setting for the front and back images.

Contrast — enhances the edges contained in a document. The higher the contrast level, the more the image edges will be enhanced. Valid values are 0 to 100 or -50 to 50 depending on your scanner model. There is a separate Contrast setting for the front and back images.

iThresholding — when selected, the scanner automatically determines the optimal Threshold setting for each scanned page, thus improving overall scanning productivity and image quality. When selected, the Threshold setting for the front and back images are grayed out and unavailable for change.

NOTES:

• The Scanner Adjustments Toolbar is only available and can only be used with Kodak Document Scanners.

• Any changes made to the settings are temporary and will not modify the currently selected Page Setup that is being used for scanning.

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• When a change is made to one of the settings on the toolbar, the setting will be highlighted in yellow to indicate that a change has been made.

• When the Page Setup to be used for scanning is changed, or if the same Page Setup is re-selected, the Scanner Adjustments Toolbar settings will be reset to the values that are defined in the Page Setup.

Keyboard shortcuts This section lists common keyboard shortcuts. Where available, the keyboard

shortcuts are shown on the menu item for the function.

+ Zoom in image display

- Zoom out image display

1, 2, 4, 8 Allows you to change the image display between 1, 2, 4 or 8

images

C Flag tool E Edit index fields (enter Indexing Mode) Enter New Document F Fit image display size to the Image Viewer (best fit) F1 Display on-line Help F2 Display the Page Setup list (to select a different scanner settings

profile)

F3 Open a batch F4 Attach a page to the current document F5 Display the Page Setup dialog box F6 Stop scanning F7 Start scanning F8 Delete the selected document F9 Move to Next document in indexing mode F10 Move to Previous document in indexing mode F11 Move to Next Invalid document in indexing mode F12 Save index values and exit Indexing mode I Go to image J Display the Job Setup dialo g box O Output the current batch and automatically displays the New Batch

dialog box

P Pan images M Magnify tool (manual zoom tool) R Rescan pages S Selector tool (select images for post scan editing or for moving

images / pages)

Z Draw region

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Batch Explorer The Batch Explorer displays all the document folders, p age and image files for

the batch that is currently open in the Image Viewer. It automatically appears on the left side of the Main window when the Enhanced layout is active.

• Click an image file in Batch Explorer and the image will be displayed in the Image Viewer.

• Drag an image file, page file, or document folder to a different location in Batch Explorer.

• Right-click an image file, page file, or document folder to display a context sensitive menu for more options.

Image Viewer The Image Viewer is the ar ea where yo ur images ar e displa ye d. You can view

1, 2, 4 or 8 images at a time, or customize the Image Viewer layout. The title bar contains the batch name and the document number for the

images displayed in the Image Viewer. To move an image:

1. Select an image.

2. Drag the image to the desired location.

To delete an image:

1. Select an image.

2. Select Edit>Delete. The image will be deleted from the document.

To change the number of images displayed:

1. Select View>Imag e Viewer Dis play.

2. Select 1, 2, 4, 8 or Customize. The Image Viewer displays the selected

layout.

NOTE: If you select Customize the Custom Layout Setup dialog box will

be displayed allowing you to enter the desired number of columns and rows you want to display.

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Image context-sensitive menu

When you right-click on an image in the Image Viewer, a menu provides the following options:

Selection mode — select Image, Page, or Page Side.

• If you select Image, you can click on an image in the Image Viewer and just the image will be selected.

• If you select Page, you can click on the image and the entire page, front an d back, black and white and color/grayscale, will be selected.

Copy — copies a selected image for pasting to another location. Copy Image — after using Draw Region to create a region on your image,

this option allows you to copy this region to another location. Copy Image to Job Setup — displays the Copy Image to Job Setup dialog

box, which allows you to import images into the Bar Code window or the OCR window to create bar code or OCR zones.

Rotate — rotates the selected image 90, 180 or 270 degrees clockwise. Intelligent QC — launches the Intelligent QC tool. All selected images will be

available for review and processing. If not images have been selected, all flagged images will be available.

Split Document — performs a manual document separation, which splits the selected document into two documents.

Merge into Previous — appends the selected document to the previous document to create one document.

Zoom — increases or decreases the displayed size of an image.

• Fits Images to window: fits each image to its pane in the Image Viewer, regardless of its original size.

• Actual: enlarges an image to its actual physical size.

• Zoom in: enlarges an image by a fixed percentage according to the Zoom Step setting.

• Zoom out: reduces an image by a fixed percentage according to the Zoom Step setting.

• Zoom Step: accesses the Zoom Step dialog box, which allows you to specify a percentage to scale from 15 to 40% in increments of 5%.

Pan All Images to — allows you to move all images to the Top, Bottom, Left, Right or Same position.

Pan Step Setup — displays the Pan Step Setup dialog box, which allows you

to change the pixel settings for the Pan tool. Hide Front — hides all the front images in the batch.

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Hide Back — hides all the back images in the batch. Hide Black and White — hides all the black and white images in the batch. Hide Grayscale — h Hide Color — hides all the color images in the batch.

ides all the gr

ayscale images in the batch.

If you select the Flag, Magnify or Draw Region tool before right-clicking on an image, additional options will appear on the menu.

• If the Flag tool is active, the flag options will be displayed.

- Flag All Selected — places green checkmarks on all the selected

images in the batch. To select more than one image, hold down the Control key while you click on images in the Image Viewer.

- Flag All — places green checkmarks on all the images in the batch.

- Unflag All — removes the green checkmarks from all the images in the

batch.

- Flag Filtered — takes all the filtered (displayed) images and puts green

checkmarks on them.

•If the Magnify tool is active, the Magnification Ratio option will be displayed. This option displays the Magnification Ratio Setup dialog box, which allows you to specify the image size displayed when you use the Magnify tool.

•If the Draw Region tool is active, the options related to this tool will be displayed.

- Apply Region to Document — places the selected region on all the

images in the document.

- Applies Region to Selected — places the selected region only on the

images you selected.

- Crop — allows you to remove the area outside the rectangle you created

using the Draw Region option. A confirmation box will be displayed when you select this option.

- Blank — allows you to blank out the area inside the rectangle that you

created using the Draw Region option. A confirmation box will be displayed when you select this option.

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Thumbnail Viewer The Thumbnail Viewer provides thumbnail versions of all the images in the

batch that is currently open.

To select an image in the Image Viewer:

• Click the thumbnail in the Thumbnail Viewer.

To magnify a thumbnail:

• Left-click on the image and hold it. You can move the magnified area by continuing to hold.

Thumbnail Viewer context-sensitive menu

When you right-click on a thumbnail image, the following menu options will be displayed:

Front or Back — hides all the front or back thumbnails. Black and White, Grayscale, or Color — hides all the black and white,

grayscale, or color thumbnails. Thumbnail Image Size —- the Thumbnail Image Size Setup dialog box will be

displayed, allowing you to change the image size.

Index window For your convenience, the Index window on the right side of the Image Vie wer

displays the index data for each batch and document that has indexes defined. It is available as a pull-out tab on the right-hand side of the screen. The index data can be either shown briefly (hover over the tab stop) or optionally pinned to the Image Display to continuously view the index fields for all of your images as they are being scanned into Kodak Capture Pro Software. You can use this feature to view the index fields for a particular document or the entire batch and make any necessary corrections to the content within each field.

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To open the Index window:

• Click the Index window tab on the right side of the Image Viewer. To keep the window from closing, click the Pin icon once in the top-right corner of the window.

To close the Index window:

• Double-click the Pin icon or click anywhere outside the Index window. If the window is pinned open, click the Pin icon once to close it.

Information window The Information window on the right side of the Image Viewer provides

statistics on the batch that is currently open. You can pin open the Information window to continuously view batch statistics as your images are being scanned into Kodak Capture Pro Software.

Information in this window can be displayed for the batch, each document, each page, or each image. Image information includes the image sequen ce number, page ID, location on disk, compression, resolution, image size, and print string.

To open the Information window:

1. Highlight an image, page or document from the Batch Explorer, or highlight

an image from the Image Viewer.

2. Click the Information window on the right side of the Image Viewer . To keep

the window from closing, click the Pin icon once in the top-right corner of the window.

To close the Information window:

• Double-click the Pin icon or click anywhere outside the Information window. If the window is pinned open, click the Pin icon once to close it.

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Batch Status window The Kodak Capture Pro Batch Statu s window provides info rmation on b atches

that you are preparing for output from Kodak Capture Pro Software.

Click Control to display the Control menu:

• Show Log — opens a Notepad window and displays the output log.

• Clear log — deletes all the entries in the output log. A confirmation box will be displayed to verify your choice.

• About — opens the About Kodak Capture Pro Software dialog box, which has a command for viewing all the files in Capture Pro Software.

• Exit — opens the Shutdown Options dialog box, wh ich contains commands for exiting Capture Pro Software. Output processing is performed in the background and independently of Kodak Capture Pro Software. If you close Capture Pro Software, you will be prompted to continue or stop output processing.

The Kodak Capture Pro Batch Status window provides the following information on each batch that has been outputted or is being outputted: Job Name, Batch Name, Submit Time, Status, Progress, and Description.

• Click on the Job Name to Clear All Errors or Clear Selected Errors.

To view the Batch Status window:

•Select Batch>View Batch Output Status.

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Changing the Main window interface

As pages are scanned, the images appear in all the displayed viewers: the Image Viewer , Thumbna il Viewer an d/or Batch Explorer. Capture Pro Software has two default screen layouts: Classic and Enhanced.

Kodak Capture Pro Software allows you to customize the layout of the Main window by moving the toolbars, viewers, etc. around to suit your own preference and hide any unwanted compon en ts of the scree n .

These options apply to the Image Viewer, the Batch Explorer, the Thumbnail Viewer, the Information window, and the Index window. These icons are located on the right-top corner of these windows:

Closes any window. To open the window again, select the window you want to display from the View menu.

Pins the window open. To auto-hide the window, click the Pin icon.

Auto-hides the window, leaving only the title bar open. To show the window, move your cursor over the title bar.

Anchor icons (represented by fo ur ve rt ical do ts) are located on the left-top corner of the windows. When you select an anchor icon and hold the mouse button down, the image anchor is released and blue location arrows will be displayed. As you hold the mouse button down, you can move the windo w to a new location. When the window is where you want it, release the mouse button.

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The size of the images within the viewers can be set as required. The Image Viewer can be set to a fixed size or remain at the Best Fit default which displays the images at the best size for the screen.

The toolbars and image windows can be moved or hidden as desire d. Capture Pro Software remembers the settings for ea ch job when exiting the job. This means different jobs can be displayed the way you want each job displayed . At any time you can select View>Layout>Classic (or Enhanced) and reset the screen back to the default layout.

If you are using the Classic layout and want to add a window from the Enhanced layout, display the View menu and select a window (i.e., Batch Explorer, Index window). The additional window will be displayed in the Classic layout.

• Classic layout — displays the Image Viewer only. The number of images displayed is selectable from 1, 2. 4, 8 or customizable up to 6 columns by 6 rows.

• Enhanced Layout — displays the Image Viewer, Thumbnail Viewer and Batch Explorer. Each window can be resized as required.

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4 Job Setup

Contents Accessing a job setup................................................................................4-2

The Job Setup dialog box ..........................................................................4-3

Job Setup: Capture tab......................................... ... ... ... .... ... ... ... ...............4-6

General settings - Capture tab ...................................................... ... ... ..4-7

Batch settings - Capture tab..................................................................4-8

Changing the Batch naming settings .................................................4-9

Bar Code & OCR settings - Capture tab................................. ... .... ... ... ..4-9

Separation settings - Capture tab........................................................4-10

By count separation .........................................................................4-10

By Blank page separation ................................................................4-11

Testing your settings ........................................... ... .... ... ... ... ... .... ... ...4-12

Job Setup: Index tab......................................... .... ... ... ... .... ... ... ................4-13

Adding a document index field ..... .... ... ... ...... .... ... ... ... .... ... ... ... ... .... ... ...4-14

Editing a document index field.............................................................4-19

Adding a batch index field ...... ... ... .... ... ... ... ....... ... ... ... .... ... ... ... ... .... ... ...4-20

Input formats........................................................................................4-21

Index Default value specification.........................................................4-30

Transform Expressions........................... ... ... .... ... ... ... .... ... ... ... ....... ... ...4-32

Output formats.....................................................................................4-39

Using the SharePoint Index Setup Wizard ..........................................4-40

Index tab: Database Lookup................................................................4-45

Configuring Database Lookup................... .... ... ... ... .... ... ... ... ... .... ......4-45

Using Database Lookup......................................... .... ... ... ... ... .... ... ...4-50

Edit Index mode...............................................................................4-51

Batch Output....................................................................................4-51

Job Setup: Output tab....................................... .... ... ... ... .... ... ... ... .............4-52

Destination options: File (1) and File (2)..................................................4-52

Setup options for File (1) and File (2)..................................................4-53

Index options for File (1) and File (2)...................................................4-62

Building location and filename formulas using the Location Setup

dialog box.........................................................................................4-65

Using the Index Content Setup dialog box..........................................4-67

System (1) and System (2) options..........................................................4-68

Setting up your e-mail options.............................................................4-69

Setting up your Print options ...............................................................4-71

Setting up your SharePoint options.....................................................4-72

Advanced options ....................................................................................4-72

Auto-deletion .......................................................................................4-73

Auto-orientation...................................................................................4-74

Background color smoothing...............................................................4-75

Image Edge Fill....................................................................................4-76

Image Stamping...................................................................................4-77

Rotate..................................................................................................4-79

Stitch....................................................................................................4-80

Split......................................................................................................4-80

Invoke other program option....................................................................4-82

Remote Output (Network Edition only) ....................................................4-85

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Job Setup: Scanner-specific setting.. .... ... ... ... ... .... ... ... ... .... ...... ... ... .... ... ...4-86

Kodak i1800 Series Scanners.............................................................4-86

Kodak i600/i700/i1400 Series Scanners..............................................4-90

Kodak i200/i100 Series Scanners .......................................................4-91

Kodak i800 Series Scanners...............................................................4-93

Kodak Digital Science 3520 Scanner................................................4-101

The Job Setup function allows you to set up all the parameters for a job. A job is a configuration that is setup to capture and process a set of documents that you want to scan. This chapter provides information and procedures on how to select options on the Capture, Index and Output tabs that allow you to setup a job to meet your scanning needs. Once a job is setup, you can select the job required to scan a batch of documents and output them the way you want.

To setup jobs for use with Kodak Capture Pro Software you need to access the Job Setup dialog box. From Job Setup you can select an already-defined Job Name and use it as a template to customize the jobs you need to use in your environment.

There are three predefined jobs that come with Kodak Capture Pro Software: Ready to Scan — allows you to start scanning documents without any setup

using default settings. This job does not have any indexes defined and places all scanned images in a folder structure under the C:\ScanPro directory.

Accessing a job setup

Scan to PDF — similar to Ready to Scan, except when you scan your

document(s), the first page will be displayed in the Image Viewer and you will be prompted for a filename to be entered as inde x data. The ind ex data is used as the filename when you output the documents.

Scan to e-mail — similar to the Scan to PDF except a PDF file will be created and will be included as an attachment to an e-mail. When the scan is complete, the e-mail software application will be opened with your scanned attachment and be ready to send to an e-mail address from your e-mail account.

Depending on what you want to do, you can select one of these job setups to use as a starting point to setup your job.

• Click File>Job Setup. The Job Setup dialog box will be displayed.

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The Job Setup dialog box

The following information is common to all tabs on the Job Setup dialog box:

Job name — select a job setup name from the drop-down list. The Job Setup dialog box has three tabs: Capture, Index, and Output.

Detailed information on how to use these tabs can be found in the following sections.

•The Capture tab allows you to make General, Batch, Bar Code & OCR, Separation and Scanner settings.

- General settings — define the way images will be stored after scanning.

- Batch settings — select the batch settings for the job setup and put limits on the number of batch documents and pages.

- Bar Code & OCR settings — create and modify bar code or OCR zones and set them up for use.

- Separation settings — set up separations by count, blank page, bar code zone, OCR zone, or patch code.

- Scanner settings — create settings for image addressing and printing on scanners with those capabilities. Scanner settings such as image address, printer , and patch settings should al ways be done in Job Setup and not in Page Setup. Conflicting settings will default to the Job Setup settings.

•The Index tab allows you to define index fields at the batch and document levels. The Database Lookup tab allows you to specify the data source, define how the lookup is performed and what data is used to populate index fields or validate the contents of index fields.

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•The Output tab allows you to select the System Output and Advanced Processing options for the job setup.

Icons

Add: allows you to add a new job setup.

1. Click the New icon.

2. Enter a name for the new job setup and click Save.

3. Using the Capture, Index and Output tabs set up your criteria for this job setup. See the sections that follow for detailed information about each of these tabs.

4. Click OK when finished.

NOTE: The last character of the job setup name cannot be a

period (.).

Rename: allows you to rename the currently selected job setup. You cannot rename a job that is open.

1. Select a job setup you want to rename from the Job Name drop-down list.

2. Click the Rename icon.

3. Enter a new name for the job setup and click OK.

NOTE: The last character of the job setup name cannot be a

period (.)

Delete: allows you to delete the selected job setup. You cannot delete a job setup if it is open, or until all batches are processed or deleted.

1. Select a job setup you want to delete from the Job Name drop-down list.

2. Click the Delete icon. A confirmation box will be displayed.

3. Click Yes to confirm the deletion.

Export: allows you to export the job setup to a different location while still saving it in Capture Pro Software.

1. Select a job setup from the Job Name drop-down list.

2. Click the Export icon. The Export dialog box will be displayed.

3. Click Browse to navigate to the destination folder where you want the job setup exported.

4. The export name will be filled in with the job name that you are exporting. If you want to change that name, enter the new name in the Export name field.

NOTE: Directory and Files is the only Export type available at

this time.

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5. Click OK. A message will be displayed to notify you that the export was successful.

Import: displays the Import Job dialog box, which allows you to import a job setup into Kodak Capture Pro Software from another location.

1. Click the Import icon. The Import dialog box will be displayed.

2. Click Browse to navigate to an exported job setup you want to import.

3. The import name will be filled in with the job name that you are importing. If you want to change that name, enter the new name in the Import name field.

NOTE: Directory and Files is the only Import type available

at this time.

4. Click OK. A message will be displayed to notify you that the import was successful.

NOTE: If you are importing a job that uses a different scanner

model than the one you are using, any scanner -spe c ific settings (i.e., printer/counter settings) must be reconfigured.

After making all your job setup entries, click:

OK — closes the dialog box. All the entries you made are saved. Cancel — closes the dialog box. Your entries are not saved. Apply — saves the changes made in the dialog box. The dialog box remains

open.

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Job Setup: Capture tab

The Capture tab allows you to make General, Batch, Bar Code & OCR, Separation and Scanner settings.

• General — allows you to define the way images will be stored after scanning.

• Batch Settings — allows you to define the batch name format for the job setup and put limits on the numbers of batch documents or document pages.

• Bar Code & OCR — allows you to create and modify bar code and OC R zones and set them up for use.

• Separation — allows you to set up batch and document separations by: count, blank page, bar code zone, OCR zone, or patch code.

• Scanner — allows you to create settings for image addressing and printing on scanners with those capabilities. Scanner settings such as image address, printer , and patch settings should always be done in Job Setup and not in Page Setup. Conflicting settings will default to Job Setup settings.

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General settings Capture tab

Select General on the Capture tab to make or change the following settings:

Scanned image location — displays the current location where scanned

images will be stored for the selected job. If you do not want images scanned into the displayed location, click Browse to select another location.

Output image location — allows you to select the final destination for your output images. If you do not want the images to go to the displayed location, click Browse to select another location.

Description — allows you to enter any important notes as a reminder of the settings for this job setup.

Automatically close batch after scanning is finished — if checked, closes the batch in Batch Explorer and the Image Viewer when the scanner transport stops.

Automatically output when batch is closed — if checked, processes the batch to output immediately after the batch is closed.

Keep batch after output — if checke d, saves the batch in the scanned im age location and also creates the output batch.

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Batch settings — Capture tab

Select Batch Settings on the Capture tab to define the batch naming format for this job and set limits on the number of batch documents or document pages. For example, if you know that all of your batches contain 100 documents, setting limits will alert you if your batch does not match the number of documents you are expecting in a batch.

• Batch naming — make the following selections:

- Batch name — select a batch name from the drop-down list. The Standard batch name is “BatchXXX”. If you want to change your batch name to “Invoices” and the date, you would click Setup to open the Standard Setup dialog box. From this dialog box, you can make these settings. See the next section “Changing the Batch nam ing setting s” for procedures.

- Next batch number — enter the desired next batch number. The actual batch number is determined at the time the batch is created. You will not be able to enter a value if Enable Job Level batch numbering is unchecked. See “Setting up your Workstation” in Chapter

- Limits - Documents per Batch — make the following selections:

- Numbers: enter or select the minimum and maximum number of documents that you want to allow in a batch.

- Warn: enter a document number to serve as a warning that the batch is approaching its maximum number of documents. When scanning exceeds this limit (by one or two documents), scanning will stop.

• Limits - Pages per Document — make the following settings:

- Numbers: enter or select the minimum and maximum number of pages that you want to allow in a document.

- Warn: enter a page number to serve as a warning that the document is approaching its maximum number of pag es. When scanning exceeds this limit (by one or two pages), scanning will stop.

• Reset document ID: check this box to reset the document counter to 0.

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Changing the Batch naming settings

When you select Setup from the Batch naming box, the Standard Setup dialog box will be displayed where you can add or delete values to the batch name.

The Predefined values list provides values that you can select to add to the text formula currently in use. You can add any number of items to the batch name by selecting the item you want from the Predefined values list.

For example, if you want your batch to be labeled with the User name, date and time you would enter the following:

User name, Date (dd), Date (yy), Time24 (HHmmss) The result would be: John Smith0409115503.

To add a value:

1. Select the value you want to add from the Predefined values list.

2. Click Add Item. The item will be added to the formula. NOTE: When specifying a path name, the limit is 248 characters in length .

3. If you want to add more values, repeat Steps 1 and 2. NOTE: The Add leading zeros and Number length fields become available

when you select the Batch counter value.

4. If applicable, click Add leading zeros to add zeroes the left side of your sequence number.

5. If applicable, enter a value in the Number length field to limit the numb er of

Predefined values allowed in the text formula.

6. Click OK when finished.

NOTES:

• Clicking Delete Item will remove the last predefined value from the text

formula.

• Clicking Delete Formula will remove the text formula.

Bar Code & OCR settings

— Capture tab

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See Chapter 6, Bar Code and OCR Setup for information on configuring your bar code and OCR settings.

Separation settings — Capture tab

By Count The By Count separation setting on the Capture tab allows you to enter the

The Separation option o n the Capture t ab a llows you to identify how you want to separate batches and document s for this job . There are several wa ys to add separators to your batches. The following list provides the op tions you can use to create separation settings in Kodak Capture Pro Software:

• with a bar code zone (see Chapter 6, Bar Code and OCR Setup)

• with an OCR zone (see Chapter 6, Bar Code and OCR Setup)

• with Patch codes 2, 3 or T (see Chapter 5, Patch Code Setup)

• by automatically counting pages in a document(s) in a batch (set this option up using the By Count option)

• with a blank page (set this option up using the By Blank Page option)

• by selecting Document>New or Batch>Next

• by pressing Enter during scanning

• by right-clicking on a page file in the Batch Explorer and clicking Split

The sections that follow provide information and procedures for using Kodak Capture Pro Software to automatically separate documents or batches by counting pages and how to use blank page separation.

number of documents that each batch will contain, and the number of pages each document will contain.

1. Choose Batch Level and/or Document Level.

2. Click Every at the Batch Level and enter the number of documents that

the batch must contain before a new batch is created.

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3. Click Every at the Document Level and enter the number of pages that a

document must contain before a new document is created.

By Blank page When scanning images, you can insert blank pages to serve as separators.

Kodak Capture Pro Software can recognize blank pa ges and use them to start new batches, start new documents, or create attachments to documents.

To use this method enable the By blank page option and select the desired settings.

When you are simultaneously scanning black and white and color/grayscale images, Capture Pro Software can use either black and white or the color image to determine a blank page. When the software detect s a blank p age , all four images (Color front; Color back; Black and White front; and Black and White back) of the page are either deleted or attached to the new/current document, depending on the settings you created.

The size (in bytes) of both the front and rear images of a page must fall below the entered byte value for Capture Pro Software to recognize the page as blank. If the software does not recognize a blank page, it will ignore it as a separator.

NOTE: It is recommended that you test these values to ensure that the

software will detect your blank pages as a separator. See the next section “Testing your settings” for procedures.

Blank Page Image Separator when — activates blank page separation.

• Image size (byte) is below — creates blank page separations based on the size (in bytes) of the blank page image. Specify the maximum amount of data (bytes) an image can contain and still be considered blank for each image type (Black & White, Color/Grayscale) that you will be scanning.

The image size is checked against the raw image coming from the scanner before operations are perfor me d .

- Black and White: enter the maximum image size in bytes for bl ack and white. By default, 3000 bytes is suggested for black and white images.

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- Color/Grayscale: enter the maximum image size in bytes for color or grayscale. The maximum image size that can be specified is 1,000,000 bytes (1 MB) to allow for blank page separation when color scanning. 100,000 bytes is recommended.

• Image content (%) is below — creates blank page separations based on the percentage of image content in the blank page image.

NOTE: If the pages you will scan are different sizes, a small page may fall

below your blank image byte count even though it contains data. In this case, you may prefer to describe a blank image by specifying % content rather than byte size.

- Black & White: enter the percentage limit for black and white images.

- Color/Grayscale: enter the percentage limit for color and grayscale images.

Test — opens the Test Image dialog box, which allows you to scan and test the blank page that is being used as a separator that will be considered blank when compared against the Image content (%) settings. Use this option to verify that the software considers the page to be blank. See the next section “Testing your settings” for more information.

What to do if a page is blank — select one of the options as the next step after the software recognizes a blank page separation.

• Create a new batch — creates a new batch when a blank p age is detected.

• Create a new document — creates a new document whe n a bl ank page is detected.

• Next page stays in current document — deletes the blank page.

• Delete page — when checked, the blank page will not be included in the batch or document that you are separating on.

Testing your settings 1. Place a document in the scanner that is representative of the document

you want to test for blank page separation.

2. Click Test to display the Test Image dialog box.

The results will be displayed in the Test result box.

• The image is: indicates if the image is Blank or Not Blank.

• Image size is - (bytes): the size of the test image in bytes.

• Content is - %: the percentage of content in the test image.

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3. Evaluate the values displayed in the Image size is - (bytes) and/or

Content is - % test result area and click Close.

4. Based on the results, readjust your entered values as needed and click

OK.

Job Setup: Index tab

Indexing is a sophisticated feature that allows you to add data processing functions to your scanning, capturing and outputting of images at the document and batch level.

You can set up indexing formulas that check the accuracy of metadata contained in OCR zones and bar code zones. If OCR or barcode reading misinterprets data, the indexing formula can catch the errors and stop the scan.

You can setup indexing formulas that output your images to different locations based on metadata.

• For information on creating input formats, see “Input formats” later in this section.

• For information on creating output formats, see “Output format s” later in this section.

• For information on setting up indexes for output to SharePoint, see “Using the SharePoint Index Setup Wizard” later in this section.

The Index tab on the Job Setup dialog box allows you to define an index field at the Batch level and Document level. Index fields are setup the same way for Batch level and Document level.

Following are descriptions of the fields on the Index tab:

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Action when audit fails — select the action you want the scanner to take when an audit fails.

• Continue scanning: keep scanning even when the audit finds illegal index values.

• Stop scanning: stop scanning and automatically enter Index Editing mode when the audit finds illegal index values.

Bypass audit during navigation — when checked, disables the audit function when navigating through docu men ts in the Batch Exp lor er. The term "audit" refers to the verification system that verifies all index values comply with the input/output format.

The Indexes field displays the values that are set up for each index: Name, T ype, Default V alue , Input Format, Output Format , Read-only , and Hidden. Y o u can edit, delete, move a value up or down in the list or add a new value by using the following buttons:

• Add: opens the Document Add Index Field dialog box to create a ne w index field in a document or the Batch Add Index Field dialog box to create a new field in a batch.

• Edit: opens the Document Edit Index Field dialog box to modify an index field in a document or the Batch Edit Index Field dialog box to modify an index field in a batch.

• Delete: click to remove the selected index field.

• Move up: click to move the selected index field up one position in the index list.

• Move down: click to move the selected index field down one position in the index list.

Adding a document index field

To add a document index field:

1. Select File>Job Setup. The Job Setup dialog box will be displayed.

2. Select a job from the Job Name drop-down list and open the Index tab.

3. Open the Document tab.

4. Click Add. The Document Add Index Field dialog box will be displayed.

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5. Enter the name of your index in the Label field.

6. Enter any notes or comments in the Description field.

7. Select either Single Value, Drop-down list, Drop-down list, multiple

selection or an index API (if available) from the Type field. Single Value allows to you enter any value. Drop-down list allows you to set up a fixed list of values to choose from (e.g., if you want to provide a list of countries to choose from).

NOTE: If you created your own index API it will appear in the Type drop-

down list. When you select an index API, the Setup button will become available. Click the Setup button to make any configuration changes.

8. If you selected Single V alue, you can check Read only to make this inde x

non-writable. This protects crucial information from being deleted by operators.

9. Check Required to make this index a must-have check item.

10. If you selected Single Value, you can check Hidden to hide this index

from users. This protects sensitive information.

11. Enter a number to define the shortest valid length of the index field in the

Minimum index field length field.

12. Check the Check field during scanning box if you want the system to

check index fields when scanning pages.

13. Enter a predefined value in the Default value field or click Setup to display

the Default Value Setup dialog box.

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NOTE: If you created a bar code or OCR zone, it will be displayed in the

Predefined values list (e.g., BC_[zonename] or OCR_[zonename]. To use a bar code/OCR zone for an Index field, you must assign the appropriate BC_[zonename]/OCR_[zonename] as a default value for the Index field. You may need to scroll to the bottom of the Predefined value list to see the Bar code/OCR index fields.

Use the Default V alue Setup dialog box to cr eate or revise a form ula for the

default value of the index field.

• Select a predefined value from the Predefined Values list. The Default Value Formula (if any) will be displayed on the right side of the box.

• Click Add Item.

NOTE: Delete Item removes the last predefined value that was added

to the Default Value Formula; Delete Formula removes the entire Default Value Formula.

• Click OK when finished. The revised formula will be populated into the Default Value text box.

14. Enter your input format. See the section entitled “Input for mats” later in this chapter for more information.

15. Enter your output format. See the section entitled “Output formats” later in this chapter for more information.

16. If you want to define Substitute Characters, click Setup to define character pairs for automatic substitution. The Substitute Chara cters Setup dialog box will be displayed.

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• Original column — lists the old characters to be replaced. Select an

original character from the drop-down list at the bottom of the column. Select <Space>, <Linefeed> or <Tab>. An original character can appear only once in the Original column.

• Substitute column — lists the new characters to be put in. Select a

substitute character from the drop-down list at the bottom of the column. Select <Space>, <Linefeed>, <Tab> or <Replace>. A substitute character may appear more than once in the Substitute column.

• Add — click to add the original and substitute character pair that you

selected from the two drop-down lists. If you only selected an original character, Kodak Capture Pro Software will default to <Replace> as the substitute character.

• Delete — deletes the highlighted original and substitute character pair

from the Original and Substitute columns.

17. If you want to define a value list for the index field, click Setup next to the List box. The List Setup dialog box will be displayed.

You can select to manually enter list values or import a list of existing

values from an ODBC compliant data source or a SharePoint library.

Manual entry

• Enter the desired value in the text box under the Value column.

• Enter a description of the value in the text box under the Description

column.

• Click Add to add the value and description pair that you entered in the

two text fields. If you did not create a description, that row in the Description column will be blank.

Importing a list

• Click Import List.

• Create a new SharePoint or ODBC connection or select and existing

connection.

• Click Next.

• Select the column that will be used to populate the Value field and

select a column that will be used to populate the Description field.

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• Click Import. All unique values and the associated descriptions, if

specified, will be imported. If a matching value is already in the list, it will not be replaced by the imported value. Imported values will be appended to the list.

NOTE: Click Delete if you want to remove a value or click De lete Al l to

delete all entries in the list.

•Check Allow any value if you want to set no limitation on index values.

• Select an Indexing action from the drop-down list: Use value only , Use

description only or Use value and description.

• Click OK when finished and return to the Document Add Index Field

dialog box.

18. Click OK on the Document Add In dex Field dialog box. The new document index information will be displayed in the table in the Document tab.

NOTE: To sort the table in ascending or descending order, click on the

appropriate column header. If you click on the Value column header, the table will be sorted by the values in the Value column. If you click on the Description column header, the table will be sorted by the values in the Description column.

19. Click OK to save and exit the Job Setup dialog box.

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Editing a document index field

To edit a document index field:

1. Select File>Job Setup. The Job Setup dialog box will be displayed.

2. Select a job from the Job Name drop-down list and open the Index tab.

3. Open the Document tab.

4. Click Edit. The Document Edit Index Field dialog box will be displayed.

5. Change the information in the dialog box as desired and click OK.

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Adding a batch index field

To add a batch index field:

1. Select File>Job Setup. The Job Setup dialog box will be displayed.

2. Select a job from the Job Name drop-down list and open the Index tab.

3. Open the Batch tab.

4. Click Add. The Batch Add Index Field dialog box will be displayed.

5. Complete the information in the dialog box and click OK. See the section entitled, “Adding a document index field” earlier in this chapter for detailed field descriptions.

6. Click OK to save and exit the Job Setup dialog box.

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Input formats An Input Format is a text expression used to audit the user input for a

particular index field. Its purpose is to prevent incorrect data from being entered into index fields. The syntax of the input format can be one or combination of the following formats:

• Text formats

• Number formats

• Time format s

• Fixed string formats

Input Tex t formats #

#<maxlength> #<minlength, maxlength>

# — used to represent a single character of a specific type. # may be one of

the following character types: 9: valid input character set includes '0', '1', ..., '9'

Z: valid input character set includes 'A', 'B', ..., 'Z' z: valid input character set includes 'a', 'b', ..., 'z' A: valid input character set includes all characters in Z and z type C: valid input character set includes all characters in Z and 9 type c: valid input character set includes all characters in z and 9 type X: valid input character set includes all characters in Z, z and 9 type ?: valid input character set includes any characters

Examples 999999

Description — 6 numeric characters

Valid input examples

123456 888888

Invalid input examples

ABCDEF wrong character type 1234567 too long 12345 too short

ZZZ999?

Description — 7 characters, first three characters are alphabetic letters, next three characters are numeric, last character is any character.

Valid input examples

BAT001% BOX123a

Invalid input examples

BAT12b3 sixth character must be a numeric Bat123a second and third letters must be upper case alphabetic

characters

BAT12345 too long

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#<maxlength> — used to represent a variable length text value that has n o minimum length but may have a maximum leng th.

• If maxlength is 0, there is no limitation on the length of the inp ut value.

• If maxlength is greater than 0, the length of the input value length must be

less than or equal to maxlength.

The maxlength may not be less than 0.

Examples A<6>

Description — a string that may contain 6 or less alphabetic characters.

Valid input examples

A ABCDEF

Invalid input examples

ABC123 last three characters must be alphabetic characters ABCDEFG too long

?<0>

Description – any text value.

#<minlength, maxlength> — used to represent a fixed or variable length input value that may have a minimum and maximum length.

•If minlength is 0, the input string may be empty.

•If minlength is greater than 0, the input value length must greater than or

equal to minlength.

•The minlength may not be less than 0.

•If minlength is equal to maxlength, the input value must have the specified

number of characters.

Examples X<2,10>

Description — an input value that contains 2 to 10, upper or lower case alphabetic or numeric characters.

Valid input examples

Batch0001 1234abcABC

Invalid input examples

Batch-001 The ‘-‘ character is not a valid ‘X’ character A too short 1234abcdABCD too long AB Inc space character is not a valid ‘X’ character

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Input Number formats #

?<3,0>

Description – a string that contains 3 or more characters of any type

Valid input examples

ABC +%= ABC Company

jsmith@ABC.com

Invalid input examples

A1 too short

A<4,4>

Description — a string of exactly 4 alphabetic characters. The same format as AAAA.

9<0,3>

Description — a string of 3 or less numeric characters. String may be empty.

A<3,2>

Description — invalid input format, maxlength must be greater or equal to minlength if maxlength is greater than 0.

#(min, max) #(min, max] #[min, max} #[min, max]

# — used to represent one of the following number types: i : integer number that may be positive or negative, does not cont ain a decimal

point n : any number, positive or negative and may contain a decimal point.

The value range or precision of the number is limited by the operating system. The valid number range is typically: i : -2,147,483,648 to 2,147,483,647

n : 1.7 E +/- 308 ( 15 digits ) The min and max values define the range of the number value. The value of min and max must be consistent with the number type. For

example if the number type is i, both min and max must be a valid integer number.

The character * may be used in place of min or max and represents an infinite value or no limit.

The max value must be greater or equal to the min value. ( : input value must be greater than min.

) : input value must be less than max. [ : input value must be greater than or equal to min. ] : input value must be less than or equal to max.

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Examples i

Description — any integer number.

Valid input examples

123

-456

Invalid input examples

123.456 must be integer. Decimal values are not allowed

-123. integer values cannot have a decimal point

n Description – any integer or decimal number

Valid input examples

123

123.456

-123.

#(min, max) — used to specify a value that is greater than min and less than max.

Examples i(-100, 100)

Description — any integer number greater than –100 and less than 100 Valid input examples

-99

0 99

Invalid input examples

-100 too small, must be greater than –100

-99.9 must be an integer (decimal not allowed)

100 too large, must be less than 100

#(min, max] — used to specify a value that is greater than min and less than or equal to max.

Examples i(-100, 100]

Description — any integer number greater than –100 and less than or equal to 100

Valid input examples

-99

0 100

Invalid input examples

-100 too small, must be greater than –100

-99.9 must be an integer (decimal not allowed)

101 too large, must be less than or equal to 100

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#[min, max) — used to specify a value that is greater than or equal to min and less than max.

Examples n[-100, 100)

Description — any number greater than or equal to –100 and less than 100 Valid input examples

-100

-99.9

99.9999

Invalid input examples

-100.1 too small, must be greater than –100

100 too large, must be less than 100 #[min, max] — used to specify a value that is greater than or equal to min

and less than or equal to max.

Examples n[-100, 100]

Description — any integer number greater than or equal to –100 and less than or equal to 100

Valid input examples

-100

0 100

Invalid input examples

-100.1 too small, must be greater or equal to –100

100.001 too large, must be less than or equal to 100

i[100, *) Description — any integer number greater than or equa l to 10 0

Valid input examples

100 1000

Invalid input examples

99 too small, must be greater than or equal to 100

100.5 integer values cannot have a decimal point

i(-1.0, +1.0) Description — this is an invalid input format because the min and max are not integer values as the “i” specifies.

n(+1.0, -1.0)

Description — this is an invalid input format because max is less than min.

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Input time formats T<timeformat>

timeformat is a text string expression of the date/time value. The syntax ca n be one or combination of the following elements:

yyyy year (1000-9999) yy year (00-99, for 00-79, it means 2000-2079, for 80-99, it means

MM month (01-12) dd day of month (00-31, validate date when year and month are available) DDD day of year (001-366, validate date when year and mo nth are available) HH hour (00-23) hh hour (01-12) mm minute (00-59) ss second (00-59) TT AM/PM T A/P tt am/pm t a/p "text" text is a fixed text string.

The following date/time elements cannot be repeated in the timeformat. For example, if you have selected yyyy for year date format, you cannot use yy o r another yyyy in the timeformat. This limitation includes:

yyyy and yy dd and DDD HH and hh HH, TT, T, tt and t

1980-1999)

Examples T<yyyyMMdd>

Description — a full date.

Valid input examples

20051025 19000101

Invalid input examples

2005/10/25 unexpected character / 20051032 invalid date 20050229 invalid date (because the year 2005 was not a leap year) 00990101 date is earlier than 1000

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T<MMdd>

Description — a date without a year specified.

Valid input examples

1201 1231 0229

Invalid input examples

0001 invalid month 0230 invalid date of February regardless if it is a leap year ABCDEF invalid text

T<HH":"mm":"ss>

Description — a time with : as separator.

Valid input examples

23:59:59 00:00:00

Invalid input examples

99:59:00 invalid hour 120000 no separator

T<hhmmsst>

Description — a full time.

Valid input examples

010000a 120000p

Invalid input examples

010000A A should be lower case 000000a invalid time 1355101 invalid hour must be 00-12

T<HHmmssTT>

Description — this is an invalid input format because HH represents 00 to 23 hours and TT represents AM/PM which is not valid with a 24-hour time string.

T<yyyyMMyyyy>

Description — this is an invalid input format for yyyy because it was used more than once in a timeformat.

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Input fixed string formats “text”

text is any text string. Because the start and end of the text string is defined by the character “ (double quote), the double quote cha racter is not allowed in the text string. A text string format is normally used in combination with other input formats.

Examples 999”-”99”-”999

Description — fixed string (to define a United States Social Security number)

"ID"

Description — fixed string.

Valid input examples

Invalid input examples

XX does not match text in format. Input must be: ID

“Text”ABC””

Description — this is an invalid input format because it includes two extra “ characters in the format.

Combination input formats

An Input Format can consist of multiple formats that are used in combination. To use multiple formats to define an Input Format connect the format expressions together with or without a blank space.

No format expression may follow format that is of variable length. For example: A<1,0>”-Comment” is not valid because A<1,0> may be any length. The format: “Comment-“A<1,0> is valid because the variable length format is at the end of the combination input format.

Following are valid and invalid combination formats.

Examples "ID"999999

Description — combined formats: "ID" and 999999.

Valid input examples

ID123456

Invalid input examples

IDabcdef the letters abcdef must be numbers id123456 the first two letters id do not match format which is ID

“DATE”T<yyyyMMdd>

Description — combined formats “DATE” and T<yyyyMMdd> T<“DATE”yyyyMMdd> is equivalent to the above format.

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Valid input example

DATE20051025

Invalid input examples n?<0>

Description — this is an invalid input format for the number specified . n is a variable length and no additional format can follow it.

A<2,3>”XX”

Description — this is an invalid input format because A<2,3> specified a variable length and no additional format can follow it.

A<3,3>”XX”

Description — combined with formats: A<3,3> and “XX”.

Valid input example

XYZXX

Invalid input examples

XXXXXX unexpected X at the end of the text string. 20051025 the text DATE must proceed the date DATE20051032 October does not have 32 days XXXXXXX too long, extra X at end of string

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Index Default value specification

Default value expression is a text expression to set the default value for a particular index field. In default value expression, you need to define the default value by using one or more predefined tags (i.e., system, barcod e/OCR value) or a fixed string. You can also define multiple options of the default value by connecting tags with the OR keyword.

Tags <tagname> <tagname:transformexpression>

tagname is a pre-defined system, OCR or barcode zone data expression.

System data expressions include date, time, Station ID and name, Job and User name, batch and workgroup path, document an d p age ID and Last Value.

transformexpression is used to transform the format of the system or barcode/OCR value. For example the date is expressed as MMddyy, the transform expression may change the format to MM/dd/yyyy. See the next section for a description of transform expression.

Fixed string formats "text"

text is a fixed text string. The string delimiter character " (double quote) is not

allowed in the format. A fixed text string format is normally used in combination with other formats.

Using multiple tags A default value may include more than one tag expression used in

combination. For example you may want the Default value to include the date, time and Station ID separated by a dash. To do this concatenate them together.

For example:

<sys.date:ddMMyy>"-"<sys.time:hhmmss> "-“ <sys.stationid>

Using the OR keyword The OR keyword may also be included in the default value expression. This

may be useful when a value may not always be present. You may want to set the default value to the value of a barcode that appears on the document.

For example:

<barcode.UPI ID Number> If no barcode is found on the document, the index field will be empty. The OR

keyword can be used to provide an alternate value.

For example:

<barcode.UPI ID Number> OR “Barcode not found on document:” <app.documentid>

As many expressions as needed may be OR’d Default Value Option #1 OR Default Value Option #2 OR ... OR Default Value

Option #n The system will check the Default Value Option # one by one from left to right,

and use the first valid data to initialize the index data.

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Available Tags — the following displays the available default value tags:

NOTE: Barcode/OCR zones will be displayed at the bottom of the default

value list.

Default value using LASTVALUE

When lastvalue is selected as the default value, Capture Pro Software automatically uses the last assigned value for an index field from the previous document (for document indexes) or previous batch (for batch indexes) whenever a new document or batch is created. This is useful, for example, in a backlog application, when you scan folders of documents with the same date. When you start scanning into a new batch, and no index value has yet to be assigned, enter the date once and it remains the same for every new document after that until you change it.

lastvalue is also very useful when performing bar code indexing but not every document scanned will have a bar code attached to it. For example, a default value expression of:

<barcode.Patient ID> OR <app.lastvalue> means that when a new document is scanned, assign the index field value to

the value of the bar code zone "Patient ID" <barcode.Patient ID>. However, if the document did not have a bar code on it, assign the index field instead to the value of the previous document OR <app.lastvalue>.

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Transform Expressions A Transform Expression is a text expr ession to for mat or tran sfo rm the data of

a particular field into a default or output value. T ransform Expressions are used to define default values and output format for an index field.

Default value specification: when a new batch or document is created, the index field will be populated with a value based on the default value specification. The default value specification is entered on the Index tab and takes the form <tagna me> or <t agname:t ransform expression>. The transform expression is described below.

Examples:

<sys.date:ddMMyy> <sys.stationid:[1,5]>

Output format: when a batch is output, the index data for the batch and for each document in the batch will be reformatted based on the output format. For instance, a date index with a value of MMddyy can be reformatted to: MM/dd/yyyy.

The output format is entered on the Index tab and takes the form: transform expression.

Examples:

ddMMyy [1, 5]

The syntax can be one or a combination of the following formats:

• Text formats

• Number formats

• Time formats

• Fixed string formats

Transform text formats [start]

[start, end] [index, ‘delimiter’] [start; len]

These formats are used to extract a sub-string from the original index value. [start] — used to extract a sub-string starting at the position start to the end of

the original value.

• If start is a positive number, the start position will be counted from the

beginning of the original value.

• If start is a negative number, the start position will be counted from the end

of the original value.

• If start is 0 or *, the start position will be the beginning of the original value.

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Examples [5]

Description — get sub-string from the 5

character to the end of the original

value. “ABCDEFGHIJKL” Î “EFGHIJKL” “1234567890” Î “567890” “1234” Î “”

[*]

Description — get full string “ABCEDFG” Î “ABCDEFG” “1234567” Î “1234567” [start, end] — used to extract a sub-string starting at the position start and

ending at the position end of the original value.

• If end is a positive number, the end position will be counted from the

beginning of the original value.

• If end is a negative number, the end position will be counted from the end of

the original value.

• If end is 0 or *, the end position will be the end the original value.

• If the start position is after the end position, the sub-string will have the

reverse order of the original value.

Examples [1, 2]

Description — get sub-string from the 1 original value.

“ABCDEFG” Î “AB” “123456” Î “12”

[-4, -1]

Description — get sub-string from the 4 character of the original value.

“ABCDEFGHIJK” Î “HIJK” “1234567890” Î “7890”

[*, 5]

Description — get sub-string from the 1 original value.

“ABCDEFGHIJK” Î “ABCDE”

[5,2]

Description — get sub-string from the 5 of the original value.

“ABCDEFGHIJK” Î “EDCB”

character to the 2nd character of the

from the last character to the last

character to the 5th character of the

to the 2nd character in reverse order

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“1234567890” Î “5432”

[2, -2]

Description — get sub-string from the 2

character to the 2nd from the last

character of the original value. “ABCDEFGHIJ” Î “BCDEFGHI” “1234567890” Î “23456789” “AB” Î “BA” “A” Î “A” [index, ‘delimiter’] — used to extra ct th e ele m en t at th e po sitio n spec ifie d by

index where each element in the index data is separated by the character delimiter. The first element is index 1.

NOTE: This transform expression is especially useful when assigning data

elements in a PDF417 bar code to different index fields. It is also useful when assigning different lines of multi-line OCR results to different index fields. The delimited produced by multi-line OCR is the carat (^) character.

Examples [2, ‘^’]

Description — get the 2

element in the multi-line OCR where elements are

separated by the character ‘^’ “John Smith^123 Main Street^Some City” Î “123 Main Street”

[3, ‘*’]

Description — get the 3

element from the PDF417 barcode where elements

are separated by the character ‘*’ “John Smith*123 Main Street*Some City” Î “Some City” [start; len] – used to extract a sub-string for the position start for len

characters.

Examples [2;3]

Description — get sub-string from 2

character with a length of 3 characters. “ABCDEFGHIJ” Î “BCD” “1234567890” Î “234” “AB” Î “B” “A” Î “”

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Transform number formats

#<width, fracwidth> #<width, fracwidth, padding> #<textformats, width, fracwidth> #<textformats, width, fracwidth, padding> 0width

# can be one of the following characters to define the desired number type. n: generic number

N: generic number with sign p: percentage number P: percentage number with sign c: currency number C: currency number with sign

The value range or precision of the number is limited by the operating system. The valid number range is 1.7E ±308 (15 digits).

#<width, fracwidth> — used to format a number that has at most, width number of characters and at most, fracwidth characters after the decimal.

width defines the total number of digits to be included in the output string.

• If width is a positive number , the output text will be right-aligned with the

padding character (if any) on the left.

• If width is a negative number, the output text will be left-aligned with the

padding character (if any) on the right.

fracwidth defines the number of digits to be displayed to the right of the decimal point.

The number 0 is used to show no decimal point. The * character is used to show a default of 6 digits to the right of the decimal

point.

Examples n<20,2>

Description — a generic number with a maximum width of 20 characters and 2 digits after the decimal point. The string will be right aligned.

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Examples

“324.5” Î “ 324.50” “abcd” Î “ 0.00”

p<-20, 2>

Description — a number expressed as a percentage with a total width of 20 characters and 2 digits after the decimal point. The string will be left aligned.

Examples

“0.12abc” Î “12.00% “ “-43” Î”-4300.00% “

c<20, 0>

Description — a number expressed as currency with a total width of 20 characters and no decimal point. The string will be right aligned.

Examples

“12345.6” Î “ 12,346” “-12345.6” Î “ –12,346”

C<20, 2>

Description — a number expressed as signed currency with a total of 20 characters and 2 digits after the decimal point. The string will be right aligned.

Examples

“12345.6” Î “ +12,345.60” “-12345.6” Î “ –12,345.60” “abc” Î “ +0.00” “-0.001” Î “ –0.00” “-0.00” Î “ +0.00”

#<width, fracwid th, pa dding> — used to format a number that will be p added with the padding character, to the specified width, including fracwidth characters after the decimal point.

padding defines the character to fill the space if the formatted text is less that the width defined.

Example

P<20, 3, ‘#’> Description — a number expressed as a signed percentage with a total width of 20 characters, 3 digits after the decimal point and p added with the character ‘#’.

Examples

“0.12abc” Î “############+12.0000%” “-43” Î “##########-4300.000%”

#<textformats, width, fracwidth> — used to format a num ber that is extracted from a string using textformats.

textformats specifies how to extract the number from the original index string. See the Output formats section.

Example N<[2], 20, 3>

Description — a signed number with a total width of 20 characters and 3 digit s

after the decimal point. The number will be extracted starting at the 2 character in the original string.

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Examples

“A12345.6” Î ” +12345.600” “-12345.6” Î “ +12345.600” “TT9000” Î “ +0.000” “—9999” Î “ –9999.000”

N<[2, ‘^’], 20, 3>

Description — a signed number with a total of 20 characters and 3 digits after the decimal point. The number will be extracted from the 2 element in the string, where the elements are separate d by the character ‘^’.

Example

“12345.6^45678.9” Î “ +45678.900” #<textformats, width, fracwidth, padding> — used to format a number that

is extracted from a string using textformats and padded with the specified character.

This format is a extension of the format #<textformats, width, fracwidth> where the output string will be padded with the specified character.

0width — used to zero-fill a number to the minimum specified width. Examples

010 Description — a zero-filled number with a total width of 10 characters.

Examples

“123” Î “0000000123” “0” Î “0000000000”

Description — a zero-filled number with a total width of 3 characters.

Example

“1” Î “001” “1234” Î “1234”

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Transform time formats #

# — may be one or any combination of the following formats:

yyyy year (1900-2099) yy year (00-99) y year MM month (01-12) M month (1-12) dd day of month (01-31) d day of month (1-31) D day of week (1: Sunday, 2: Monday, etc.) DDD day of year (001-365) HH hour (00-23) H hour (0-23) hh hour (01-12) h hour (1-12) mm minute (00-59) m minute (0-59) ss second (00-59) s second (0-59) TT AM/PM T A/P tt am/pm t a/p ww week of year (01-53) w week of year (1-53)

When using time formats, you must specify an Input Time format to define the contents of the string that is to be formatted for output.

Examples ddMMyyyy

Description — a date in day, month, year format.

Examples

Input Format: T<yyyyMMdd> the string “20051026” Î “26102005” Input Format: T<yyyyMM> the string “102005” Î “102005”

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Fixed string formats text”

Examples "ID-"[*]"-XX"

Description — output fixed text string of "ID".

Examples

"20051026" ==> "ID-20051026-XX"

Combining T ransform formats

A Transform Expression can consist of multiple formats that are used in combination. To use multiple formats to define a Transform Expression simply connect the format expressions together with or without a blank space.

Examples "Revenue"c<20, 2>

Description — combination with formats "Revenue" and c<20, 2>.

Examples

"123456" ==> "Revenue 123,456.00"

yyyy"/"MM"/"dd"-"HH":"mm":"ss

Description — combined with formats: yyyy , "/", MM, "/", dd, "-", HH, ":", mm, ":" and ss.

Examples

"20051026080405PM" ==> "2005/10/26-20:04:05" Input Format: T<yyyyMMddhhmmssTT>

Output formats An Output Format is a text expression to format the data of a particular index

field into an output value. Transform Expr essions are used to de fine the output format for an index field.

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The syntax can be one or a combination of the following formats:

• Text formats — see Transform Expression, Text formats

• Number formats — see Transform Expression, Number formats

• Time formats — see Transform Expression, Time formats

• Fixed string formats — see Transform Expression, Fixed string formats

• Combination formats — see Transform Expression, Combining Tran sfor m

formats

Using the SharePoint Index Setup wizard

The SharePoint Index Setup provides a quick, easy way of configuring a Capture Pro Software job setup for use with your existing SharePoint site.

The setup wizard will guide you in connecting to your SharePoint site, creating index fields to populate SharePoint columns and defining storage paths for images.

The wizard is aware of SharePoint data types and will recommend index field formats to ensure properly formatted and ‘in range’ data capture. In the case of columns of type ‘choice’, the wizard will populate a drop-down list with the acceptable data values.

The SharePoint Index Setup Wizard will guide you through four steps:

Step 1: SharePoint setup: Create, Edit, Select SharePoint Connection

1. Select a ‘connection’ to the SharePoint site where you want to place the

batch images and data. A connection specifies the Host name, Site name and the Credentials required to access the site. You may provide a meaningful name to the connection for future use.

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If no connections have been defined, the Create a SharePoint connection dialog box will be displayed.

1. Enter a Host name for the connection. You will use this name to refer to

this specific SharePoint site.

2. Enter the credentials, if required, to access this SharePoint site.

3. Enter the Host name. For example: https://my-SharePoint-host.

4. Enter the Site name. If the host name and credentials are correct, you can

click Browse to select the available sites.

Step 2. Creating Document Index Fields based on your existing SharePoint columns

After selecting one of the available SharePoint Lists fo und on your Shar ePoint site and selecting the Document Type, the SharePoint columns will be displayed.

The Column Type will be shown and the Required checkbox will be checked if the column is required by your SharePoint List.

By default the Create Index checkbox will be checked for all column types that may be populated by the automatically created and configured index fields. If you do not want to populate a specific column or if you do not require a new Index field to populate a specific column, then uncheck the Create Index checkbox. If you want to create an index field for a SharePoint column that is not checked, check the Create Index check box and then click Edit to configure the index field. You will have the opportunity later to specify the data that is to be stored in a column.

As an example of when to uncheck the Create Index check box imagine that the SharePoint column ‘Full Name’ is to contain a persons name in the form ‘last name, first name’.Two existing index fields, ‘First Name’ and ‘Last Name’, will be used to populate this column. The mapping of these two index fields will be done later, for now uncheck the Create Index checkbox for the ‘Full Name’ column as an index field ‘Full Name’ is not needed.

An ‘Input Format’ will be recommended for each new index field based on the data requirements of the SharePoint column. You should not need to change the recommended format unless you need to further restrict the dat a range or data type.

A ‘Default Value’ will be shown if a default value has been specified in SharePoint for the column. Y o u may change an existing value or add a defa ult value if a value is not shown simply be selecting the drop down list. A list of default predefined values, including any defined bar code or OCR zones will be displayed. If you require a more complex default value, select Edit. You will be able to define the default value using one or more predefined tags or fixed strings.

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The ‘Status’ column will indicate if there are any issues in creating an index field. Selecting a row containing the indication will display a Status Message in the area below the Edit button. This symbol indicates that an index field will not be created for this SharePoint column. In most cases this is because the column type may not be automatically created by the application. For example the column type ‘calculated’ requires references to other SharePoint column that are not known by the application. You may choose to create an index field for this column by checking Create Index.

Selecting a row containing the indication will display a status message in the area below the Edit button . Th e status me ssa ge will de scribe the problem and how it may be resolved. This symbol indicates that there is a problem creating the index field that must be resolved before continuing. You can uncheck the Create Index check box if the index field is not needed.

To add or edit other index field parameters such as ‘Output fo rmat’, ‘Substitu te Characters’ and ‘List’ (for drop down index fields) select the row for the appropriate index field and click Edit.

Step 3. SharePoint setup: Selecting values to populate SharePoint columns

Now that you have created index fields, you may use these index fields along with system values (Job name, Batch name, date, time, etc.), OCR zone values, Bar code zone values or combinations of these values to populate your SharePoint columns.

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The SharePoint columns that require a value are shown at the top. By default the index field created in Step 2 is used to populate the column. To select a different value, select the SharePoint column and select the change control icon. Y ou can select one or more items from the list, including fixed text strings enclosed in double quotes. For example "Created : "<DATE_DDMMYY>.

Any SharePoint column that was not included in Step 2 (Create Index checkbox not checked) will not show a default value. This is because no index field was created for this column. You may still define a value for this column using other index fields, system values, OCR and bar code zone values or combinations of these values.

TIP: The SharePoint Name column will define the name of the file stored in SharePoint. In Step 4 you will decide how to group images.

If you group by Multi-Page for each ‘Document’, then each document must have a unique name. For example ‘Name’ may be <DOCUMENT_SEQUENCENUMBER>.

If you group by Single page, each image must have a unique name which means the Name column must contain a value that will be unique for each image. For example ‘Name’ may be <IMAGE_SEQUENCENUMBER_DOCUMENT>.

Step 4. SharePoint setup: Defining storage options and paths

The last step is to specify the format of the images and where you want to store the images in SharePoint.

The ‘Starting Folder” is the path to an existing folder in the current SharePoint site. The image paths you specify for ‘All’, ‘Black & White’ and ‘Color/ Grayscale’ will start at this folder. You may select Setup to view the available folders.

If you have Black & White and Color / Grayscale images and all the images are to be stored at the same location using the same image format then select the All checkbox.

Select the file type (Text, TIFF, PDF, etc.) for your output. Select Options to configure the file format for the file type you selected. For a description of the file format dialog boxes see the section entitled “Setup options for File (1) and File (2)” in Job Setup: Output Tab.

You may specify folder location for the image in the box below the file type. Select Setup to build the folder location from available system and field index values.

TIP: The Setup buttons allow you to specify the p ath and folder name in which to store images (SharePoint documents). Each ‘document’ must have a unique path and name or the document may be overwritten. If versioning is configured, a duplicate filename error may result. Verify that SharePoint ‘Name’ you choose in Step 3 is compatible with the path and image grouping selection you have made.

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If you only have Black & White or Color / Grayscale images or you would like to have different file types for your Black & White and Color / Grayscale images then select the ‘Black & White’ and ‘Color / Grayscale’ check boxes.

To check-in documents to a SharePoint document library that has versioning enabled check the Check in after uploading check box. If your SharePoint List does not have versioning enabled a warning will be displayed and the box unchecked. Y ou may check-in documents with a major ver sion number (1.0) or with a minor version number (0.1). If your SharePoint is not configured to allow minor version numbering, a warning will be displayed and the major version number selected.

TIP: When SharePoint versioning is enabled, you may also need to configure SharePoint to ‘Require check out’.

When checking in, you may include a ‘Check In Comment’. The comment may be a fixed message or click Setup to build a comment using system and index values. For example: <STATION_NAME>" : " <USER_NAME>.

The predefined index called ‘Image Sequence number (batch)’ can start at a specific number by checking the Continuous image numbering from checkbox and providing a start value.

NOTE: Checking this box does not change the ‘Image Sequence number

(document)’ start value.

TIP: Before starting the wizard it is recom mended that cr eate any bar code and OCR zones that you want to include in the output to SharePoint.

Launch the SharePoint Index Setup Wizard by:

• Selecting File>Job Setup, then select the SharePoint Index Setup Wizard

button at the bottom of the Job Setup dialog box.

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Index tab — Database Lookup

Database Lookup can be used to populate or validate batch and document index fields from ODBC (Open Database Connectivity) compliant data sources. A configuration wizard is used to specify the data source, define how the lookup is performed and what data is used to populate index files or validate the contents of index fields. A Job Setup may contain more than one Lookup. Each Lookup may be to a different data source and may be used to populate or validate selected index fields. Lookups may occur during scanni ng when the index value used for the Lookup is a result of a barcode reader or an OCR action. Each Lookup takes the form: SELECT <table column 1>, <table column 2>, ... <table column n> FROM <data source> WHERE <table column x> = <index field value>.

Configuring Database Lookup

Configuring Database Lookup starts with defining the batch and document index fields that will be used by the Lookup. Database Lookups are configured for each job.

NOTE: Defining of index fields in Job Setup has not changed from previous

versions of Kodak Capture Pro Software.

To add or edit a new lookup:

1. Click File>Job Setup. The Job Setup dialog box will be displayed.

2. Select a job setup from the Job Name drop-down list. The settings for the

job setup will be displayed.

3. Select the Index tab.

4. Select the Database Lookup tab. The Lookup s table will be displayed with

the following fields: Name, Input Index Field, Output Index Field (Batch) and Output Index Field (Document) for each Lookup.

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5. Click Add. The Database Lookup wizard will be displayed.

6. Enter the name of your Lookup in the Lookup name field.

7. Click Browse to open the Select Data Source dialog box.

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• Select an existing File Data Source or Machine Data Source, or click New to create a new data sour ce. Depending on th e type of data so urce you have selected, you will be prompted for additional information.

• Click OK after all required information has been entered.

8. Select the table or file from the Database table drop-down list that contains the data that will be used to populate or validate the index fields.

9. Click Next to define how you want to do the data lookup.

10. Select Validate index fields from Lookup results if you want to verify one or more index field values match data in your data source.

11. Select Populate index fields from Lookup results if you want to fill in one or more index fields from the Lookup.

12. Select the index field to be used by the Lookup as a key to find matching values in the selected database from the Looku p index field drop-down list. This list contains all defined document and batch index fields.

13. Select the table column to be searched for values matching the selected Lookup index field from the Lookup table column drop-down list. This list contains all table column names from the selected database table.

14. For each batch or document index field that you want to populate or validate, select the database column that contains the desired data. Click in the column to the right of the index field name and select the database column from the drop-down list.

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15. Click Next to choose the database lookup options.

16. Select the desired Lookup options:

• Disable Lookup: when checked, Lookups will not be performed during

scanning. This may improve performance with large or remote databases. Lookups will continue to occur in Edit Index mode and when the batch is output.

• Disable multiple lookup results if there is more than one result:

when checked, the Multiple Lookup Results table will not be displayed during scanning. Multiple Lookup results will be resolved in Edit Index mode, allowing scanning to continue uninte rr up te d.

• Lookup will overwrite existing index value: when checked, the

Lookup will always populate an index field with the lookup value in the database, as long as the database entry has a value (i.e., is not empty or null). If you want users to be able to manually enter data into an index field that Database Lookup is populating, then this option should be unchecked or disabled.

NOTE: Database Lookup will never overwrite data when the batch is

output.

• Disable Lookup during Output: when checked, no Lookup (populate

or validate) will occur during output. If unchecked, empty fields will be populated and missing or multiple records will be ignored. V alidation will fail if no matching record is found.

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17. Click Next to test the Lookup.

18. Click Test Query. The Test Query dialog box will be displayed.

19. Enter a valid value for the parameter that is used to per form the Lo okup. If you leave the value blank, the first 25 records in the data table will be displayed.

20. Click OK

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Using Database Lookup After configuring a job to do a Database Lookup , it is important to understand

when the Lookup will be performed. The following are the common scenarios:

During Scanning - Populating index fields

When Disable Lookup during capture has not been checked, Lookups will occur on-the-fly during scanning.

The Lookup will only take place when the index field that is being used for the Lookup has a value that was populated during scanning (e.g., as a result of a bar code or zonal OCR read).

During Scanning - Validating index fields

When Disable Lookup during capture has not been checked, Lookups configured for index field validation only will also occur on-the-fly during scanning.

The Lookup Validation will only take place when the index field that is being validated has a value that was populated during scanning (e.g., as a result of a bar code or zonal OCR read).

NOTE: When Disable Lookup is not checked, Database Lookups will always

be performed during scanning. Even if the Index Field setup option Check field during scanning is disabled, the database lookup va lidation will still be performed.

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Edit Index mode After scanning has been performed and the user enters Index mode

(Index>Edit Index Fields), the Lookup will always be performed on a document whenever the document is navigated to while in indexing mode.

If the index field that is being used for the Lookup already has a value (e.g., from bar code or zonal OCR) then the Lookup for a document will be performed automatically when navigating to the document.

If data is manually being entered in the index field, then the Lookup will be performed when the user leaves the index field. If the Tab key is used to navigate away from the index field just entered, the results of populating the other index fields will be displayed for verification. If the Enter key is used or one of the other indexing mode function keys (i.e., F9, F10, F1 1) to navigate to another document, then the Lookup will be performed and the other index fields will be populated. However, you will not see the results of the Lookup as that document is no longer being displayed in indexing mode.

If the Lookup index field is populated using Drag n’ Drop OCR, then the Lookup will be performed immediately and the results of populating the other index fields will be displayed for verification.

Batch Output Data base Lookup only occurs on output if the Disable Lookup on Output

option is not checked. When you click the Output tool, as part of Index field validation, Database Lookup for populating and validating index fields is performed immediately before the batch is queued for output processing. If a Database Lookup is populating index fields, errors will be ignored. If no record is found or multiple records are found, the current value in the index field will be unchanged or left empty. If a Database Lookup is validating index fields, an error will occur if no matching record is found. The batch will not be submitted for output and the error must be corrected before the batch can be successfully output.

If a batch is output from the Batch Manager screen or is automatically output from Job Setup, Database Lookup is performed immediately as part of the background batch processing. If a Lookup fails, the batch will be put into Index Error status.

When the batch is opened to correct the error, the document that had the Lookup failure will be automatically displayed and you can go into Index mode to correct the indexing problem and re-submit the batch for output processing.

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Job Setup: Output tab

The Output tab is where you set up your output options for your job setup.

• Destination — allows you to make settings for the format of the output,

where to send the output, and how to index it. The Destination options are:

- File (1) and File (2): allows you to select your file format (TIFF, JPEG ,

PDF, etc.) and type of output (e.g., black and white, color/grayscale).

- System (1) and System (2):allows you to select the System Output

Destination for your job setup.

- E-mail: allows you to setup up the software to automatically e-mail the

output.

- Print: allows you to setup up the software to automatically print the

output.

• Advanced Options — allows you to apply Kodak Capture Pro Software

image processing options to the output.

• Invoke Other Program — allows you to use another software application

on your output.

Destination options: File (1) and File (2)

File (1) option — select a file format (TIFF, PDF, JPEG, etc.) for your output.

Your choice of formats will depend upon your type of output:

• All (black and white and color/grayscale)

• Black and white

• Color/grayscale

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NOTE: For a description of the file format dialog boxes see the section

entitled, “Setup options for File (1) and File (2)” later in this chapter.

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