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Configuration TrainingConfiguration Training
Configuration TrainingConfiguration Training
Topics
Configuration TrainingConfiguration Training
Logging InSupported Web Browsers
IE 7 & 8
Firefox 3.6
URL
http://<Localhost>:<port>
Password
Setup Guide
Configuration TrainingConfiguration Training
Login Menu Bar
Create New Rule
Delete Rule
Change Password
Log Out
Save (Changes)
Stop/Start Service
View Daily Log
Help!
Server SettingsServer Settings
Server Settings – General
Device Lock, @ Substitute, Administrator’s Email, File/Page Count
Server SettingsServer Settings
Server Settings – Advanced
SMTP (SSL/TLS settings are automatically detected), Polling Frequency and Timeout
Configuration TrainingConfiguration Training
Process Rules
What are Process Rules?
Types of Process Rules:
Folder (FileIn)
Email (EmailIn)
Batch (BatchIn)
Process Rule Limit
Process RulesProcess Rules
Folder Rule
What is a Folder Rule?
Folder Rule Settings:
Input Path
Idle Time
Use Lookup / Process
Filename Format
Output Type
Path
Process RulesProcess Rules
Email Rule
What is a Email Rule?
Email Rule Settings:
Inbox
Whitelist
Idle Time
Filename Format
Output
Process RulesProcess Rules
Batch Rule
What is a Batch Rule?
Batch Rule Settings:
Input Path
contains Batch folders
Idle Time
Filename Format
Users
Formats
Process RulesProcess Rules
OCR Settings
Page Splitting - Page and Barcode
Format and Language - Auto Rotation, Format and Language
PDF Security - Encryption Level, Passwords, Version and Restrictions
Configuration TrainingConfiguration Training
Lookup Rules
What are Lookup Rules?
Created to replace the old Group.cfg configuration method
Applies to Folder Rules only
Configuration TrainingConfiguration Training
Filename Configuration
Filename{language}{format}{filename format}{delivery}{splitting}.pdf
Empty or missing brackets will defer that setting to the next available configuration
Configuration TrainingConfiguration Training
Hierarchy
XML (Highest)
Filename
Folder/Lookup
Batch/Email
Base (Lowest)
TaskTask
Tasks
Setup Process Rule to MFD File_Share.
Create Template Group Using Filename Configuration create 3 Templates to MFD Share for PDF3, DOC & XLS.
Configuration Training
Item Name Description language The languages used in the source document.
format The output format required. delivery How to deliver the converted document filename How to generate the output file name splittype How to split the converted document (split by page or barcode) splitat Supporting value for the split type
deliveryaddress The address to deliver the document to deliverysecurity Authentication details for delivery
Note: Field name parsing is case-sensitive.
XML Configuration (MetaScan)
Below are the common XML fields:
Meta Scan FieldsMeta Scan Fields
Sample eBX XML files:
<user_input> <field1 name="email">[email protected]</field1> <field2 name="format">PDF3</field2> <field3 name="splittype">p</field3> <field4 name="splitat">3</field4> <field5 name="filename">Page_Value_Split-%DD-%MM-%YY_%HH%mm%SS</field5> <field6 name="delivery">email</field6> <field7 name="deliveryaddress">$email$</field7> <field8 name=""></field8>
<user_input> <field1 name="client">stureid</field1> <field2 name="tfn">54213254</field2> <field3 name="doctype">Invoices</field3> <field4 name="filename">$tfn$_$doctype$_%DD-%MM-%YY_%HH-%mm-%SS</field4> <field5 name="format">PDF3</field5> <field6 name="delivery">folder</field6> <field7 name="deliveryaddress">c:\Accounting\$client$\$tfn$\$doctype$</field7> <field8 name=""></field8>
<user_input> <field1 name="format">PDF3,$enc$$fac$,$mpass$,$upass$</field1> <field2 name="enc">l</field2> <field3 name="fac">cmp</field3> <field4 name="mpass">123456</field4> <field5 name="upass">123</field5> <field6 name="delivery">folder</field6> <field7 name="deliveryaddress">c:\Secure_PDF\</field7> <field8 name="filename">$name$_%DD-%MM-%YY_%HH-%mm-%SS</field8> <field9 name="name">testchart</field9> <field10 name=""></field10>
Archiving
Encryption
Accounting
Delivery ItemDelivery Item
<field1 name="delivery">{delivery code}</field1>
Where:
• email - for delivery via email• ftp - for delivery via ftp• folder - for delivery to a network folder
<field1 name="delivery">email</field1>
In eBX/eB3 MFDs:
Delivery Address ItemDelivery Address Item
<field1name="deliveryaddress">{address format}</field1>
<field1 name="delivery">email</field1><field2 name="deliveryaddress">$email [email protected]</field2>
Email delivery
<field1 name="delivery">ftp</field1><field2 name="deliveryaddress">10.5.1.5\MetaScan</field2>
FTP Delivery
<field1 name="delivery">folder</field1><field2 name="deliveryaddress">C:\Re-Rite\MetaScan_Output</field2>
Folder Delivery
{format code}{format code}
Document Type CodeText PDF PDF1 PDF with low confidence substitutions PDF2 Image on text PDF PDF3 Rich Text Format RTF Microsoft Excel XLS Hyper Text Markup version 4.0 HTML Microsoft Word Document DOCTab separated data (ANSI) TAB1 Tab separated data (UNICODE) TAB2 Comma separated data (ANSI) CSV1 Comma separated data (UNICODE) CSV2 Text file (Line break per line - ANSI) TXT1 Text file (Line break per line - UNICODE) TXT2 Text file (Line break per paragraph - ANSI) FTXT1 Text file (Line break per paragraph - UNICODE)
FTXT2
<field1 name="format">{format code}</field1>Example <field1 name="format">PDF3</field1>
Filename ItemFilename Item
<field7 name="filename">{filename format}</field7>Code Description
${field name}$ custom field value %YY 4 digit year %Y 2 digit year
%MM zero padded month %M un-padded month
%DD zero padded day of month %D un-padded day of month
%HH 24 hour-clock hour %H 12 hour-clock hour
%mm zero padded minute %m un-padded minute %SS zero padded second %S un-padded second %U user name as specified in the EST XML file
%d department name as specified in the EST XML
file %P template name as specified in the EST XML file
<field7 name="filename">$field name$-%YY%MM%DD-%HH%mm%SS </field7>
{pdf settings}{pdf settings}
Permission Code40-bit RC4 Encryption l
128-bit RC4 Encryption h
Change or edit comments and form fields
a
Document Assembly s Content Copying c Page Extraction e
Filling of form fields f Changing the document m
Printing p High Quality Printing q
<field2 name="format">PDF3,hacp,{permissions password},{document open password}, {pdf version} </field2>
First letter corresponds to the encryption type/level
Succeeding letters correspond to the PDF
permissions to be enabled
<field3 name="format">PDF3,hacp,redmap,{document open password},
{pdf version} </field3>- Also known as the Owner Password - This allows the user to enable certain permissions in the output PDF
<field4 name="format">PDF3,hacp,redmap,networks,{pdf version}</field4>
- Also known as the User Password - Setting this password will stop unauthorized users from viewing the contents of the document
{document open password}
{permissions password}
Split Type ItemSplit Type Item
<field8 name="splittype">{split type format}</field8>
<field8 name="splittype">p</field8>
Split Type CodeNo Splitting n
Page Splitting p Barcode Splitting b
Split At ItemSplit At Item
<field9 name="splitat">{split at format}</field9>
<field1name="splittype">p</field1><field2 name="splitat">3</field2>
Page Splitting
<field8 name="splittype">b</field8><field9 name="splitat">12345</field9>
Barcode Splitting
Delivery Security ItemDelivery Security Item
<field15 name="deliverysecurity">{authentication format}</field15>
<field14 name="deliveryaddress">10.5.1.1</field14><field15 name="deliverysecurity">administrator|XXXX</field15>
FTP Delivery
Email delivery
<field13 name="email name">tester</field13><field14 name="domain name">redmap</field14><field15 name="password">XXXX</field15>
Sample Meta Scan TemplateSample Meta Scan Template
Archiving
Encryption
Accounting
TaskTask
Tasks
Setup MetaScan Template to Local Folder (via Share) including Fields:
Delivery Delivery Address Format File Name (with date & time)
Configuration TrainingConfiguration Training