Kofax INDICIUS 6.0 Manuel d'utilisateur

Getting Started Guide (Fixed-Form) 10300774-000 Rev 1.0 INDICIUS 6.0for KOFAX Capture

4 Getting Started Guide (Fixed-Form) INDICIUS Help The INDICIUS Help is written for those configuring a solution and for system administrators, and

Chapter 6 94 Getting Started Guide (Fixed-Form) 16 On the Batch panel, select the “INDICIUS Order Forms Example” batch class. 17 Select File | Publ

Getting Started Guide (Fixed-Form) 95 Chapter 7 Configuring Scripted Export Overview Script Editor is used to generate script files (.ifv) for Script

Chapter 7 96 Getting Started Guide (Fixed-Form) Figure 7-32. Script Editor 2 Select File | Open File… to display an Open Script File window. 3 Se

Configuring Scripted Export Getting Started Guide (Fixed-Form) 97 In the example script file, the “start_batch” function sets the name of the export

Chapter 7 98 Getting Started Guide (Fixed-Form) Table 7-27. Script Functions Functions Description CardNo_Validate Validates a credit card number by

Getting Started Guide (Fixed-Form) 5 Chapter 1 Overview Introduction This chapter introduces some of the concepts of data capture and key points of I

Chapter 1 6 Getting Started Guide (Fixed-Form) Table 1-1. INDICIUS Modules Module Function Recognition Automatically classifies and extracts data fr

Overview Getting Started Guide (Fixed-Form) 7 Table 1-3. INDICIUS Tools Tool Function BatchCompare A utility for detailed evaluation of classificat

Chapter 1 8 Getting Started Guide (Fixed-Form) Low Volume, Single Station Environment In lower volume environments it is possible to run batches thro

Getting Started Guide (Fixed-Form) 9 Chapter 2 Installing INDICIUS Introduction This chapter provides instructions for installing INDICIUS using the

Chapter 2 10 Getting Started Guide (Fixed-Form) Installing INDICIUS for the First Time Standard Installation X To install INDICIUS 1 Place the INDI

Getting Started Guide (Fixed-Form) 11 Chapter 3 Basic Processing Tutorial The Order Forms Example The INDICIUS installation includes an example confi

Chapter 3 12 Getting Started Guide (Fixed-Form) Figure 3-1. An Example Order Form

Basic Processing Tutorial Getting Started Guide (Fixed-Form) 13 Installing the Example Batch Class Installation X To install the example batch clas

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Chapter 3 14 Getting Started Guide (Fixed-Form) Note It is normal for a warning to be generated when the batch class is published. This is because I

Basic Processing Tutorial Getting Started Guide (Fixed-Form) 15 Viewing the Modules X To view the modules included in the example batch class 1 On

Chapter 3 16 Getting Started Guide (Fixed-Form) Running the Order Forms Example The example can be tested on a batch of example images. The typical t

Basic Processing Tutorial Getting Started Guide (Fixed-Form) 17 Figure 3-2. Create Batch Window 4 Enter a name for the new batch in the “Name:” b

Chapter 3 18 Getting Started Guide (Fixed-Form) 4 Click Open to import the images and establish document boundaries. 5 Select Batch | Close and cli

Basic Processing Tutorial Getting Started Guide (Fixed-Form) 19 X To correct the data 1 Click Process Batch on the toolbar in Batch Manager. 2 Wai

Chapter 3 20 Getting Started Guide (Fixed-Form) The sixth field is an address line containing characters obscured by background noise on the document

Basic Processing Tutorial Getting Started Guide (Fixed-Form) 21 X To complete the data 1 Click Process Batch on the toolbar in Batch Manager. 2 Wa

Chapter 3 22 Getting Started Guide (Fixed-Form) 6 Click OK. No data requires modification on these forms – the data is displayed merely for review p

Basic Processing Tutorial Getting Started Guide (Fixed-Form) 23 In Batch Manager, the Queue column indicates that the batch is ready to be processed

Getting Started Guide (Fixed-Form) iii Contents How to Use This Guide ...

Chapter 3 24 Getting Started Guide (Fixed-Form) 7 Select File | Exit to close Stats Reporter. Process the Batch from Dedicated Applications Kofax Ca

Basic Processing Tutorial Getting Started Guide (Fixed-Form) 25 2 Select Session | Select Batch… 3 Select the batch created in Scan from the list.

Chapter 3 26 Getting Started Guide (Fixed-Form) X To check data accuracy 1 Open Verification by clicking Start on the taskbar to display the menu, a

Getting Started Guide (Fixed-Form) 27 Chapter 4 Configuration Concepts Processing Configuration and Document Configuration The behavior of INDICIUS w

Chapter 4 28 Getting Started Guide (Fixed-Form) Configuration Files The following table specifies the configuration files used by each INDICIUS modul

Configuration Concepts Getting Started Guide (Fixed-Form) 29 Table 4-4. Configuration Files (Fixed-Form Extraction, Single Document Type) Module Co

Chapter 4 30 Getting Started Guide (Fixed-Form) Viewing the Configuration Files for the Example The names and locations of the configuration files us

Configuration Concepts Getting Started Guide (Fixed-Form) 31 Some Important Terminology This section details specific terminology used by INDICIUS.

Chapter 4 32 Getting Started Guide (Fixed-Form) If this stage of the processing fails, then automatic recognition of data from the document will not

Getting Started Guide (Fixed-Form) 33 Chapter 5 Configuring Recognition and Correction Overview The following tutorial shows how the Definer tool can

iv Getting Started Guide (Fixed-Form) Licensing ...

Chapter 5 34 Getting Started Guide (Fixed-Form) Step 5: Remove any background elements for the data fields, for example lines, boxes etc. Step 6: S

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 35 f If the document type is not identified correctly or alignment is not

Chapter 5 36 Getting Started Guide (Fixed-Form) Note In this tutorial, Definer will be used to develop a definition file for a set of example images

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 37 Figure 5-5. Definer Interface 1 Single line field 2 Multi-line fiel

Chapter 5 38 Getting Started Guide (Fixed-Form) X To define a registration point The example images used in this tutorial are of a single document ty

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 39 7 Select File | Save Definition and save the configuration with the fo

Chapter 5 40 Getting Started Guide (Fixed-Form) Figure 5-7. Definer Test Mode Interface 1 Process Step: pauses after each processing step. 2 Proc

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 41 4 Click Open. This will allow the registration point to be tested on a

Chapter 5 42 Getting Started Guide (Fixed-Form) X To create a single line field 1 Select the “Formid 1” tab and then scroll and zoom the image until

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 43 10 Select “Expected” and set Width to 27 and Height to 34 (the average

Getting Started Guide (Fixed-Form) v Data Entry Fields ...

Chapter 5 44 Getting Started Guide (Fixed-Form) Figure 5-10. Allowed Characters and Weights 16 Select the Recognition tab and select the “Confiden

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 45 This will invoke the embedded version of Recognition and will show how

Chapter 5 46 Getting Started Guide (Fixed-Form) 10 On the Allowed Characters panel, select “Numerics”, “Upper Case Alpha” and “Lower Case Alpha”. Le

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 47 X To remove noise from the field Recognition uses image processing algo

Chapter 5 48 Getting Started Guide (Fixed-Form) Table 5-7. Single Line Field Configuration Property Value Right: 2392 Bottom: 2561 Allowed Character

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 49 Figure 5-13. Box Removal Window 7 Click OK. 8 On the Background tab

Chapter 5 50 Getting Started Guide (Fixed-Form) Figure 5-14. Blob Removal 11 Select Tools | Test Definition or press F8 to save and test the defin

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 51 Table 5-8. Multi Line Field Configuration Property Value Name: Address

Chapter 5 52 Getting Started Guide (Fixed-Form) 10 Select Tools | Test Definition or press F8 to save and test the definition. 11 Test on one examp

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 53 If, however, the boxes are irregularly spaced or there is a large amoun

vi Getting Started Guide (Fixed-Form)

Chapter 5 54 Getting Started Guide (Fixed-Form) Table 5-9. Mark Sense Field Configuration Property Value Box Count: 1 Character Per Box: Yes 4 Se

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 55 10 Select Tools | Test Definition or press F8 to save and test the def

Chapter 5 56 Getting Started Guide (Fixed-Form) Figure 5-17. Barcode Field Table 5-11. Barcode Field Configuration Property Value Name: Barcode Le

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 57 X To create a table field The example image has a table field comprisin

Chapter 5 58 Getting Started Guide (Fixed-Form) Table 5-12. Table Field Configuration Property Value Name: OrderDetails Left: 204 Top: 1407 Right:

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 59 6 The Table Format Definition window is displayed, where you will add

Chapter 5 60 Getting Started Guide (Fixed-Form) Note that as new columns are added the lines defining the existing columns on the image snippet turn

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 61 12 Click on the button on the Table Formats panel to add the second

Chapter 5 62 Getting Started Guide (Fixed-Form) Table 5-17. Table Column Properties – Totals Amount Property Value Confidence: 5 18 Click OK. Furth

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 63 25 Test on one example image and then all example images as before. No

Getting Started Guide (Fixed-Form) 1 How to Use This Guide Introduction This guide introduces INDICIUS and describes how it is used to process fixed

Chapter 5 64 Getting Started Guide (Fixed-Form) Testing a Definition File So far, testing of the definition file has been limited to a few documents

Configuring Recognition and Correction Getting Started Guide (Fixed-Form) 65 Recognition Test Tool with the project “MyOrderForms.rtp” and re-run th

Chapter 5 66 Getting Started Guide (Fixed-Form) 11 Right click on the selection to display the menu, and select INDICIUS Correction Setup. The Corre

Getting Started Guide (Fixed-Form) 67 Chapter 6 Configuring Completion and Verification Overview This tutorial shows how the Template Editor tool can

Chapter 6 68 Getting Started Guide (Fixed-Form) Note The template file created here uses only a basic subset of available features for controlling t

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 69 Step 3: Define the layout of the imported fields, adding frames and a

Chapter 6 70 Getting Started Guide (Fixed-Form) Creating Your Template Opening Template Editor X To create a template and define the basic layout 1

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 71 Figure 6-22. Template Editor Interface 1 New Text field 2 New Chec

Chapter 6 72 Getting Started Guide (Fixed-Form) <Installation Path>\config\MyOrderForms.idf. 3 Click Open. The Import Definition File window w

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 73 11 Save the template using the default name, “MyOrderForms.kfi” in t

2 Getting Started Guide (Fixed-Form) Related Documentation The following documentation is included with INDICIUS. Each PDF guide can be opened by cl

Chapter 6 74 Getting Started Guide (Fixed-Form) A label field is automatically added for each data field; the name is the same as the data field with

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 75 4 Click OK. 5 Select then right-click on Tab 2. 6 From the menu sel

Chapter 6 76 Getting Started Guide (Fixed-Form) Once positions are defined they can all be locked using the Format | Lock Field Positions menu option

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 77 9 Save the template. X To update field labels and captions Field lab

Chapter 6 78 Getting Started Guide (Fixed-Form) 2 Select the “Mr Group” text field and rename it to “Title” on the Properties panel. 3 On the same

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 79 The following steps will edit the “Check Group” field. 1 Double-click

Chapter 6 80 Getting Started Guide (Fixed-Form) 3 Click Insert Column to add a new column to hold the type of entry information. 4 Edit all the col

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 81 Table 6-22. Column Index 3 Properties – Amount Property Value Index:

Chapter 6 82 Getting Started Guide (Fixed-Form) The general area of the image that is displayed, known as the View Area, can be explicitly set for ea

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 83 4 Click the image inside the red box but outside the blue box to sele

Getting Started Guide (Fixed-Form) 3 Getting Started Guide (Free-Form) (.pdf) The Getting Started Guide (Free-Form) (.pdf) focuses on configuring a s

Chapter 6 84 Getting Started Guide (Fixed-Form) 2 Select the “Title” field in the table and click the (Up) button until “Title” is at the top of t

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 85 Basic validations (data length, allowed characters, values etc) are au

Chapter 6 86 Getting Started Guide (Fixed-Form) <Installation Path>\templates\. 5 Maximize Template Editor. 6 In the bottom right of the scre

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 87 Figure 6-31. Script Hooks 12 Save the template file. Note “CardNo_

Chapter 6 88 Getting Started Guide (Fixed-Form) Autoskip Completion can be configured to automatically forward the user to the next data field once t

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 89 Table 6-24. Text Field Script Hooks Script Hook Runs When… Validate

Chapter 6 90 Getting Started Guide (Fixed-Form) In this tutorial, a script is attached to the “Start of Document” hook to prepare the tabular data fo

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 91 For an introduction to Script Editor and a breakdown of the Completion

Chapter 6 92 Getting Started Guide (Fixed-Form) Configuring Verification Verification uses the same template as Completion and just requires a single

Configuring Completion and Verification Getting Started Guide (Fixed-Form) 93 X To assign the template file to the batch class 1 Start Administrati