Intelligent Document Capture with Ephesoft - Second Edition

Pat Myers, Ike Kavas, Michael Muller, Jon Solove, Ike Kavas, Michael Muller

• Publisher: Packt Publishing
• Year: 2015
• eBook ISBN: 9781785284939
• Edition: 2
• Topic: Computer Science
• Subtopic: Computer Science General
• Index: Computer Science

Automate the processing of scanned and digital documents by improving accuracy using web-based open and modern intelligent document capture softwareAbout This Book• Learn how to implement the benefits of intelligent document capture using Ephesoft Enterprise 4• Leverage the power of the open platform to run it as a classic intake capture system to make your current portals or applications more intelligent• A practical guide providing examples for optimizing document capture for your businessWho This Book Is ForThis book is intended for information technology professionals interested in installing and configuring Ephesoft Enterprise for their organization, but it is a valuable resource for anyone interested in learning about intelligent document capture.What You Will Learn• Discover the benefits of using intelligent document capture in your work place• Learn to capture, classify, and separate any type of document• Extract important information from your documents• Transfer the documents and data into your content management system• Customize Ephesoft to meet your unique business requirements• Understand the integration techniques using the Ephesoft web services API• Convert your paper archive to electronic records efficiently• Automate business processes that depend on documents in paper, fax, or email attachment format• Implement distributed capture for mailroom automationIn DetailEvery organization, public or private, processes documents in various formats, especially paper and fax formats. Processing documents manually is an expensive and time-consuming endeavor. Ephesoft Enterprise is a modern document capture solution that allows an organization to automate the business process. It uses powerful technology to classify and capture the vital information from the document's content. This helps to minimize the time your company spends on reviewing and processing any physical and electronic documents.This book teaches you about document capture in general and implementation of document capture using Ephesoft.Start by learning about document capture and how Ephesoft revolutionized the industry. Progress to a tour of key features, including operator and administrator interfaces and then learn to configure Ephesoft to process your business's specific document types and extract content from those documents. You will also get to know the advanced customization techniques that make Ephesoft accommodate your unique business needs. Finally, the book concludes by teaching you how to embed the classification and extraction functionality using Ephesoft's web services.By the end, you will learn to optimize the processing of your documents, saving your company time and money.Style and approachThis is a step-by-step guide on how to configure and use Ephesoft using an accounts payable use case. The book will start with basic techniques and progress to more advanced features that allow you to leverage the power for a modern powerful capture system.

Intelligent Document Capture with Ephesoft Second Edition

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Table of Contents

Intelligent Document Capture with Ephesoft Second Edition

Credits

Foreword

About the Authors

About the Reviewers

www.PacktPub.com

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Downloading the color images of this book

Errata

Piracy

Questions

1. A Quick Tour of Ephesoft

The user interface

Administrative features

Batch class management

Batch instance management

Folder management

System configuration

Reports

The operator user interface

Batch list

Review validate

Web scanner

Upload batch

File system

Summary

2. Creating a Batch Class

Creating a batch class in Ephesoft

Creating a document type

Training for classification and separation

Creating fields

Key/value extraction

Validation rules

Export

Copy Batch XML

Processing a batch

File upload

Starting a batch from other sources

Review and validation

Document review

Document validation

Summary

3. Core Ephesoft Features

Classification

Classification types

Search

Image

Barcodes

Automatic

One document classification

Confidence

Search classification

Barcode classification

Image classification

Automatic classification

Multiple layouts for a single document type

Fuzzy DB

Using Web Scanner

Uploading batches

Export

CMIS export

Establish a content model in your CMIS

Configure the CMIS Export plugin

Document type and property mapping

Global CMIS configuration

Database Export

Other export plugins

Configuration management of batch classes

Summary

4. Ephesoft's Advanced Features

Configuring other classification methods

Barcode classification

Image classification

Fixed form extraction

Creating a RecoStar project

Configuring the RecoStar project

Configuring Ephesoft to use the RecoStar project

Table extraction

Scripting

The workflow scripts

Triggering scripts when a field is edited

Triggering scripts from a function key

The application script

The custom workflow

Customizing batch class workflows

Writing a custom plugin

Adding a plugin to Ephesoft

The Web Services API

Enabling the Web Services API

The available web services

Invoice processing portal example

Creating the upload view

Creating the controller and calling the web services

Using the app

Summary

5. Tips

Troubleshooting

Logging

Monitoring batch progress

Examining the batch file

Restarting the batch

No blank forms available for training

Setting up Active Directory

An Overview of LDAP

Ephesoft directory server service account

Ephesoft directory server groups

Ephesoft Active Directory configuration files

server.xml

user-connectivity.xml

application.properties

web.xml

Active Directory troubleshooting

Setting up e-mail processing

Summary

A. References

Glossary

Common regular expressions

Commonly-modified Ephesoft settings

dcma-workflow.properties

dcma-batch.properties

dcma-cmis.properties

Index

Intelligent Document Capture with Ephesoft Second Edition

Copyright © 2015 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: September 2012

Second edition: August 2015

Production reference: 1200815

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-78355-858-2

www.packtpub.com

Credits

Authors

Pat Myers

Ike Kavas

Michael Muller

Jon Solove

Reviewers

Benjamin Baka

David Brennan

Angelo La Duca

Anita L. Feeley

Megan Hoffman

Acquisition Editor

Vivek Anantharaman

Content Development Editor

Shali Deeraj

Technical Editor

Vivek Arora

Copy Editors

Tani Kothari

Laxmi Subramanian

Project Coordinator

Kinjal Bari

Proofreader

Safis Editing

Indexer

Rekha Nair

Graphics

Sheetal Aute

Production Coordinator

Aparna Bhagat

Cover Work

Aparna Bhagat

Foreword

The world of business has the word Digital on its lips like never before. Sure, there have been digital assistants, digital shopping, and digital marketing before, but now, digital is about something more profound. Digital is about businesses transcending an old way of doing business that has been stuck in paper, manual processes, and physical artifacts. Digital is about redesigning your business and the way you work to gain competitive advantages, greater efficiencies, and new sources of revenue.

The four forces of modern technology—the cloud, mobile, social, and big...

Table of contents

• Intelligent Document Capture with Ephesoft Second Edition