Transcript
eDocSavant Setup Guide
Savance Phone: 248-478-2555 | Fax: 248-478-3270 www.savanceenterprise.com © 2014
eDocSavant Setup Guide
Table of Contents Scanner Setup
3
Settings
3
Workflow Designer
4
Capture From Folder
5
Barcode Reader
6
TIFF Processing
7
Indexer
8
Convert to PDF
14
Publish to Folder
16
Publish to Database
17
Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270 1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390
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eDocSavant Setup Guide
Scanner Setup If necessary, install and configure the Imaging For Windows 2.8 software to inter-operate with your scanner. This is used to create the FLO files, which is a configuration file for initializing a scan, converting to the TIFF format, post-processing the file if necessary (resize, rotation), and placing the file in a directory for eDocSavant’s CaptureFromFolder process to pick it up. Please contact Savance Support to obtain this installer.
Settings First, we need to set up the connection to the Savance Enterprise database. Hit the Settings button, type in the connection name (such as SolutionSavant).
After hitting the Add button, you will need to specify the correct SQL Server, user name, password, and database.
Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270 1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390
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eDocSavant Setup Guide
Workflow Designer Once the test connection passes and you hit OK, your new connection will be added to the list. You can now hit Close. Now we are ready to create a new workflow, which will contain all the different processes. Hit the New button, and the New Workflow screen will come up. A good generic name is Shipper Indexer. We typically want to Auto Start When Loaded. You don’t need to define the processes at this point, but you can. We will be using the following: 1. 2. 3. 4. 5. 6.
BarcodeReader TiffProcessing Indexer ConvertToPDF PublishToFolder PublishToDatabase
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eDocSavant Setup Guide
Capture From Folder After creating the new workflow, the Workflow Designer will open. The required CaptureFromFolder process is selected. This process is required. It will be the location of where the scanner outputs the scanned images, in TIFF format. The directory needs to exist first before specifying it, so create it in Windows Explorer. The Search Mask for file name is used to specify the naming convention of the files outputted from the scanner. In this example, they begin with the word ‘Image’ followed by numbers. The value *Image* will work perfectly for this. You can also choose between Production and Test Mode. Production Mode will delete the images from this directory once processed, and Test Mode will retain them. You can use Test Mode to avoid having to constantly drop TIFF files into this directory during testing. Just make sure to switch this back to Production Mode once everything is set up and working correctly.
Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270 1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390
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eDocSavant Setup Guide
Barcode Reader Select the next process, which is BarcodeReader. The first tab is Barcode Options. Select the format of the barcode that you will be reading. You will want to “Split documents by barcode detection” if the scanner outputs an entire batch of scans into a single TIFF file. The option “Skip separation if barcode is the same as the previous page” means that it will keep documents with the same barcode all together, which is probably what you want in most cases. The option “Prompt if no barcode is found” means that if the barcode cannot be correctly read (or is missing), a screen will come up that prompts you to manually type it in. You probably want this too so that you can make sure corresponding pages are lumped together correctly.
Tab over to Barcode Zone. You will want to obtain a sample document so that you can define the barcode zone appropriately. Choose a sample, and the image will load in the preview pane. Select © 2014 Savance Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270
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eDocSavant Setup Guide the area where the barcode is expected to be, making it a little bigger to accommodate variances. You can also elect to “Process full page” to search the entire page for barcodes, although this may increase processing time.
TIFF Processing Move on to the next process, TiffProcessing. You would use the “Resize to” fields in the case that the PDF file cuts off information from the TIFF file. Start out with the original dimensions of the TIFF file and expect to tweak this later. In this example, I am working with a landscape document. The values for width and height are in pixels. If you find out through testing that the bottom is being cut off in the final PDF file, you would reduce the height (not increase it). Likewise, if the right side is being cut off, you would reduce the width. You have the option to rotate the document, but it is actually better to let the scanner software handle this. The reason being is that the BarcodeReader process needs to come before this process, and if that process prompts you if no barcode is found,
Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270 1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390
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eDocSavant Setup Guide then your document preview will be sideways and you will have to turn your head. The reason why the BarcodeReader process needs to be placed before TiffProcessing is because when you resize the image, you end up distorting the original barcode and would make it harder for the software to read it.
Indexer Now we can move on to the Indexer process. You will probably want to Open Indexer Form “Only when a required variable cannot automatically get a value”.
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eDocSavant Setup Guide
Now you can hit the plus sign to add variables to the indexer. Give the variable a name, entry mode, type, and help comment. Entry Mode choices are: Not In Use Manual Variable Pull Down List Constant Database Look Up Type choices are: Text Numeric DateTime
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eDocSavant Setup Guide
The first attribute defined is OrderNumber, which is a Text field, not required. Once added to the Indexer, click on it to add where the data comes from. This is the number read from the barcode. Expand the BarcodeReader tree and drag Zone1Value to where it says {drag or type here}.
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eDocSavant Setup Guide Then, double-click {add mask}. The Mask Editor will open up. This is a way of modifying the original string to another value. You can use the built-in mask functions, but where’s the fun in that? Select VBScript and construct your formula. Result = inputValue is the default, so use these terms. Once it is entered, you can put in some test input and hit the Test / Evaluate button to see the result. In this case, we want to remove the dash from the barcode (if there is one) and then remove any leading zeros. This formula does just that. It removes the dash, replaces all zeros to spaces, performs a left trim, and then replaces all spaces back to zero.
Result = Replace(LTrim(Replace(Replace(inputValue, "-", ""), "0", " ")), " ", "0")
Hit Save and add the next attribute, OrderNumberOnly. Now, we will be removing the release number from the barcode. We will want to create it the same way as the previous example, but we will be using a slightly different VBScript. It will end up only using 6 digits or less.
If Len(inputValue) >= 7 Then Result = Replace(LTrim(Replace(Mid (inputValue, 1, 7), "0", " ")), " ", "0") Else Result = Replace(LTrim(Replace (inputValue, "0", " ")), " ", "0") End If
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eDocSavant Setup Guide
Next we will create the AccountNumber attribute. This time, we will use Database Look Up for the entry mode, and it will be required. You will need to hit the Key Wizard button to define a key. The Key Selection screen will come up, so hit Add and give the key a name. You can call it OrderNumberKey. Hit OK, and on the next screen, hit Select Connection. Choose the database connection you set up earlier, which we called SolutionSavant. For destination type, we will choose View. For the destination, we will choose dbo.OrderView.
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eDocSavant Setup Guide Hit OK, and you will be brought back to the Key Wizard screen, now populated with the connection name and view you just chose. For Parameters, choose OrderNumber. Now expand the ThisIndexer tree and drag “OrderNumberOnly” to where it says {drag or type here}. We are essentially taking the order number from the OrderNumberOnly field and using this to reference the OrderView.OrderNumber field. A match will give us access to the rest of the data in this view for that particular order number. Your Key Wizard screen should look something like this.
Hit OK to be brought back to the Indexer. You can now create all the Database Look Up attributes that you require and repeat this same process for each one. After those are all set up, create the DocumentType attribute, which has a Constant entry mode, Text type, and is a required field. The Constant Value would be 1. Once that is configured, this completes the configuration of the Indexer process.
Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270 1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390
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eDocSavant Setup Guide
Convert to PDF The ConvertToPDF process will convert the scanned file into a PDF file. You can set additional options, such as setting a password for the file and poplating the metadata fields. The metadata fields are Title, Subject, Author, Keywords, and Contents. You have access to all the obtained fields from the Indexer process, as well. You can also add masks, as described in the Indexer section of this document. Here is an example setup:
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eDocSavant Setup Guide Title O#
Indexer.OrderNumber
ACC#
Indexer.AccountNumber
PO#
Indexer.PONumber
Subject Indexer.OrderNumber
Author System.UserName
System.ComputerName
Keywords Indexer.OrderNumber
Indexer.AccountNumber
Indexer.PONumber
Contents
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eDocSavant Setup Guide
Publish to Folder The PublishToFolder process will place the PDF file in a location of your choice. This can be a local directory, mapped network drive, or a shared folder on the network. Simply specify the location in the Output Path field. You can choose how to handle duplicate files, ideally selecting “Write with sequence number (9999)”. You can once again drag and drop variables from the Indexer to format the folder output path exactly the way you want it. You can also add masks, as previously described in the Indexer section of this document. The Folder Output box will give you a preview of how it will look. Here is an example setup: Folder name Indexer.AccountName
File name O
Indexer.OrderNumber
_A
Indexer.AccountNumber
_P
Indexer.PONumber
_D
System.SystemDateTime
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eDocSavant Setup Guide
Publish to Database The PublishToDatabase process will create a record in a database table. You can specify what value goes in which database field. Variables from all the previous processes will be available to you. First you must select the database, so hit the “Specify Destination” button. The database connection that you first specified at the beginning of this document is available in the Connection drop-down list, so select it. Then select the destination type. You would want to select Table. Finally, select the destination, which is the dbo.EDocuments table. Now you can hit OK to begin mapping variables to fields.
Now, select each field from the Fields box. Then drag and drop the corresponding variable to the “Set value for database fields” box. Here is an example of how to map the fields appropriately:
Variable Indexer.AccountName Indexer.AccountNumber
1 System.SystemDateTime CaptureFromFolder.DateCreated
Indexer.DocumentType
PublishToFolder.FileName
Name AccountName AccountNumber AccountSys
Type varchar varchar int
Size 50 50 0
AddedByUserSys
int
0
CurrentValue DateIndexed DateScanned DispatchQueueSys
tinyint smalldatetime smalldatetime int
0 0 0 0
DocumentDescription
varchar
100
DocumentType DueDate
varchar smalldatetime
50 0
EDocumentSys
int
0
FileName
varchar
500
Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270 1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390
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eDocSavant Setup Guide PublishToFolder.FilePath
FilePath FreightAmt
varchar decimal
500 0
Indexer.OrderNumberOnly
ID MerchandiseAmt
varchar decimal
50 0
Indexer.OrderNumber
OrderNumber OrderReceiverHeaderSys
varchar int
50 0
OrderShipperHeaderSys
int
0
OrderSys Outfile PONumber SendToBS
int varchar varchar smallint
0 254 50 0
TaxAmt
decimal
0
WarehouseNumber
int
0
Indexer.OrderSys PublishToFolder.FilePath Indexer.PONumber
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Thank you for choosing Savance!
Savance Phone: 248-478-2555 | Fax: 248-478-3270 www.savanceenterprise.com SE-SG-eDocSavant 1.0.0
Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270 1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390
