Chapter 8 - Tools - Revision history

SSprencel at 20:42, 20 April 2011

2011-04-20T20:42:51Z

SSprencel at 20:47, 26 March 2010

2010-03-26T20:47:14Z

SSprencel at 16:30, 26 March 2010

2010-03-26T16:30:11Z

SSprencel at 16:29, 26 March 2010

2010-03-26T16:29:57Z

SSprencel at 16:23, 26 March 2010

2010-03-26T16:23:01Z

SSprencel at 14:47, 26 March 2010

2010-03-26T14:47:30Z

Show changes

SSprencel at 14:40, 26 March 2010

2010-03-26T14:40:49Z

SSprencel at 14:27, 26 March 2010

2010-03-26T14:27:51Z

Show changes

SSprencel: Created page with ''''8''' =TOOLS= ==Login == With security enabled, users must login to access halFILE. At this login menu item, the login can be changed to another user\’s login. ==Baske...'

2010-01-20T19:45:53Z

Created page with ''''8''' =TOOLS= ==Login == With security enabled, users must login to access halFILE. At this login menu item, the login can be changed to another user\’s login. ==Baske...'

Show changes

@@ Line 3: / Line 3: @@
 ==Basket Status==
 [[Image:Basket_Status_Icon.jpg|left]] To review the status of documents in an In-Basket, select the basket you wish to review and click the Basket Status icon or select the '''Tools-Basket Status''' menu. This selection displays a screen similar to the one below.
@@ Line 113: / Line 115: @@
 ==Move Images==
 The '''Tools-Move Images''' menu selection is used to manage images that have been scanned and are still in a basket (i.e. have not been archived to permanent storage).
@@ Line 184: / Line 188: @@
 ==Image Utility==
 The '''Tools-Image Utility''' menu selection is used to manage images that have been scanned and are still in a basket (i.e. have not been archived to permanent storage). This utility works much like the Move Images utility above, except it requires either a Kofax engine or a TWAIN scanner. Which interface is used depends on the scanner type (Kofax or TWAIN) you selected as you default when you first went into the scan module.
@@ Line 284: / Line 290: @@
 ==Test Images==
 The '''Tools-Test Images''' menu selection is used to test a set of images to ensure that they can be viewed. This utility is typically used after mastering a CD of images to ensure that the process of writing the images to the CD worked correctly.
@@ Line 297: / Line 305: @@
 ==Process Images==
 The '''Tools-Process Images''' menu selection is used to apply image processing filters to a set of images. Applying these filters can improve the quality and reduce the size of the images in many cases. This feature requires a Kofax engine and supports the following:<br />
@@ Line 329: / Line 339: @@
 ==Associated Import==

@@ Line 297: / Line 297: @@
 ==Process Images==
-The '''Tools-Process Images''' menu selection is used to apply image processing filters to a set of images. Applying these filters can improve the quality and reduce the size of the images in many cases. This feature requires a Kofax engine and supports the following:
+The '''Tools-Process Images''' menu selection is used to apply image processing filters to a set of images. Applying these filters can improve the quality and reduce the size of the images in many cases. This feature requires a Kofax engine and supports the following:<br />
-Deskew 			Streak Removal
+{|
-Despeckle 			Line Removal
+|Deskew||Streak Removal||Despeckle
-Black Border Removal 		Image Filtering
+|-
-Deshade
+|Line Removal||Image Filtering||Deshade
 ----
 <p style="color:blue; font-style:italic">

← Older revision		Revision as of 16:30, 26 March 2010
Line 1:		Line 1:
−	~~=TOOLS=~~
−
	==Login==		==Login==
	With security enabled, users must login to access halFILE. At this login menu item, the login can be changed to another user's login.		With security enabled, users must login to access halFILE. At this login menu item, the login can be changed to another user's login.

@@ Line 305: / Line 305: @@
 Black Border Removal 		Image Filtering
 Deshade
+----
-''Note: These filters permanently alter the image. There is no undo. So, you should test the filter you wish to apply against some test documents before running it against production documents.''
+<p style="color:blue; font-style:italic">
 To apply image processing filters, perform the following steps:
@@ Line 370: / Line 373: @@
 '''File Selection path''' – this is the path where the files to import will be found.  Be sure to include a trailing backslash (\).
-'''File Selection wildcard''' – this is the selection criteria for the files to be imported.  You may use the wildcard characters asterisk (\*) and question-mark (?) in this field.  For instance:
+'''File Selection wildcard''' – this is the selection criteria for the files to be imported.  You may use the wildcard characters asterisk (*) and question-mark (?) in this field.  For instance:
-# If you want all of the DOC files found in the designated path, you would enter '\*.DOC'.
+# If you want all of the DOC files found in the designated path, you would enter '*.DOC'.
-# If you wanted only the PDF files that began with '264,' you would enter '264\*.PDF'.
+# If you wanted only the PDF files that began with '264,' you would enter '264*.PDF'.
 # If you wanted only TIF image files that began with a 4-digit year, followed by exactly 4 additional characters, you would enter 2004????.TIF
@@ Line 407: / Line 410: @@
 '''Save''' - saves the import filter.
-'''Cancel - '''cancels any changes you have made to the filter.
+'''Cancel''' - cancels any changes you have made to the filter.
 '''Load Sample''' - lets you select a file through the Windows Explorer interface, and then automatically fills in the File Selection path and File Selection wildcard boxes.
 '''Edit Field''' - edits the selected field information.
@@ Line 438: / Line 441: @@
 |}
-'''Remove Leading Zeros'''<u>:</u>  Check this box, if you want extra zeros (0) removed from numeric fields.  Using the previous example, Field 3 would become 738 instead of 0738, and Field 4 would become 5 instead of 0005.  Be advised that removing leading zeros can cause record sorting issues in the halFILE Search Module Hit List and Crystal Reports (i.e., 1 would be followed by 10, followed by 100, etc).
+'''Remove Leading Zeros''': Check this box, if you want extra zeros (0) removed from numeric fields.  Using the previous example, Field 3 would become 738 instead of 0738, and Field 4 would become 5 instead of 0005.  Be advised that removing leading zeros can cause record sorting issues in the halFILE Search Module Hit List and Crystal Reports (i.e., 1 would be followed by 10, followed by 100, etc).
 '''Date format''': This defines how the date is formatted in the file name.  If the selected field is not a date field, leave the box as non-date, and continue.  If the selected field is a date field, select the appropriate option from the drop down list. Using our example, '01262004' the date format would be 'mmddyyyy'. Note that to prevent errors during import, it is important to consistently use the same date format in all file names that will be used for a given filter. Also, you should zero-fill the month and day fields consistently (01031999 not 131999) to ensure that the system will correctly index the date field.
@@ Line 455: / Line 458: @@
 {|
-|Starting Column||Length||Value||Destination Field
+!Starting Column!!Length!!Value!!Destination Field
 |-
 |1||2||DT||Instrument Type

@@ Line 126: / Line 126: @@
 # Select '''File-Open''' and, from the list of documents in the basket, select the document for which the images must be re-arranged. To select a document, either double click in the document number or click the document number then press the Open button beneath the list box.
 # The pages for the document are listed in their original order in the left image list box. The pages in their revised order are listed in the right hand box. The extension represents the page number. Clicking on a number from the list will display that page in the image window.
-# The '''Add''' button is used to move pages that are highlighted in the Original Order box into the Revised Order box. You can multi-select pages in the Original Order box to move multiple pages at one time.
+# The '''Add''' button is used to move pages that are highlighted in the Original Order box into the Revised Order box. You can multi-select pages in the Original Order box to move multiple pages at one time.<br /><br /><span style="color:blue; font-style:italic">To multi-select individual pages, hold the CTRL key down while left clicking a page. To multi-select a range of pages, left click on the first page of the range to highlight it. Then go to the last page and, while hold the SHIFT key down, press the left mouse button on that page. The range will then be highlighted.</span><br /><br />
+# Pages can be removed from the Revised Order box using the '''Remove''' button.
-''To multi-select individual pages, hold the CTRL key down while left clicking a page. To multi-select a range of pages, left click on the first page of the range to highlight it. Then go to the last page and, while hold the SHIFT key down, press the left mouse button on that page. The range will then be highlighted.''
+# Once the images are in the correct revised order, click the '''Save''' to perform the rearranging of the images.
@@ Line 200: / Line 197: @@
 # Select '''File-Open''' and, from the list of documents in the basket, select the document for which the images must be re-arranged. To select a document, either double click in the document number or click the document number then press the Open button beneath the list box.
 # The pages for the document are listed in their original order in the left image list box. The pages in their revised order are listed in the right hand box. The extension represents the page number. Clicking on a number from the list will display that page in the image window.
-# The '''Add''' button is used to move pages which are highlighted in the Original Order box into the Revised Order box. You can multi-select pages in the Original Order box to move multiple pages at one time.
+# The '''Add''' button is used to move pages which are highlighted in the Original Order box into the Revised Order box. You can multi-select pages in the Original Order box to move multiple pages at one time.<br /><br /><span style="color:blue; font-style:italic">To multi-select individual pages, hold the CTRL key down while left clicking a page. To multi-select a range of pages, left click on the first page of the range to highlight it. Then go to the last page and, while hold the SHIFT key down, press the left mouse button on that page. The range will then be highlighted.</span><br /><br />
+# Pages can be removed from the Revised Order box using the '''Remove''' button.
-''To multi-select individual pages, hold the CTRL key down while left clicking a page. To multi-select a range of pages, left click on the first page of the range to highlight it. Then go to the last page and, while hold the SHIFT key down, press the left mouse button on that page. The range will then be highlighted.''
+# Once the images are in the correct revised order, click the '''Save''' to perform the rearranging of the images.
@@ Line 216: / Line 210: @@
 # Select '''File-Open''' and, from the list of documents in the basket, select the document for which the images must be re-arranged.
 # The images are loaded and placed into boxes on the screen.
-# Change to Swap mode by selecting '''Mode-Swap''' from the menu.
+# Change to Swap mode by selecting '''Mode-Swap''' from the menu.<br /><br /><span style="color:blue; font-style:italic">Swap mode is where, when an image is dragged from one slot to another within a document, the image that was dragged is placed into the slot of the image that it was dragged to. The image that was dragged to is then placed into the slot of the image being dragged.</span><br /><br />
+# Click on the image that you want to move, holding down the mouse button. Then drag it over the image that you want to swap it with. Do not click on the page number/image file name header but on the image itself. Once you have dragged it to the desired position, release the mouse button. You will see the images swapped. The image file names will show you what has taken place.
-''Swap mode is where, when an image is dragged from one slot to another within a document, the image that was dragged is placed into the slot of the image that it was dragged to. The image that was dragged to is then placed into the slot of the image being dragged.''
+# Click the '''Save''' button at the top of the screen to perform the image swap or click on the Revert button to load the document in its original (unchanged) state.
@@ Line 234: / Line 225: @@
 # Click on an image to select it which highlights the page number/file name header.
 # Click the '''Replace''' button at the top of the screen. You will be asked if you wish to replace the page and to place a page into the scanner. The replacement page is then scanned and displayed in the slot formerly held by the page that was replaced.
+----
-''Note: To change the setting on the scanner, select Settings-Scanner before clicking the Replace button.''
+<p style="color:blue; font-style:italic">

@@ Line 5: / Line 5: @@
 ==Basket Status==
- To review the status of documents in an In-Basket, select the basket you wish to review and click the Basket Status icon or select the '''Tools-Basket Status''' menu. This selection displays a screen similar to the one below.
+[[Image:Basket_Status_Icon.jpg|left]] To review the status of documents in an In-Basket, select the basket you wish to review and click the Basket Status icon or select the '''Tools-Basket Status''' menu. This selection displays a screen similar to the one below.
 When you click a document number in the list, it will show the related document in the viewer. For Associated Documents, double click to view the document in its native application.
@@ Line 11: / Line 11: @@
 You can change databases and baskets here as well using the drop down boxes near the top of the form.
+[[Image:Basket_Status_Window_Overview.jpg]]
 ===Showing the status for a document===
@@ Line 296: / Line 289: @@
 When you run Associated Import, you are first presented with a screen to select the Application, Database, Basket and Import Filter as shown below.  The first time the program is run, no Import Filters will be listed.
+[[Image:Associated_Import_Main_Window.jpg]]
 The following buttons are available on the Main Menu Screen:
@@ Line 313: / Line 306: @@
 When you click '''Add Import Filter''', the following screen is shown.
+[[Image:Associated_Import_New_Import.jpg]]
 '''Filter Title''' – Free-form text used to describe the filter such as "Tax Statements"
@@ Line 340: / Line 333: @@
 When you click Edit Import Filter, the following screen is shown:
+[[Image:Associated_Import_Edit_Existing_Import.jpg]]
 '''Import files as single page TIFF images''' - If you check this box, the append file options appear, indicating the Starting Column and length text boxes should be filled in.  Filling in these boxes will allow the program to automatically staple pages together based on a certain string in the file name.  For example:
@@ Line 353: / Line 346: @@
 Select only those fields that need to be indexed when the Import Filter is processed. The buttons at the bottom of the Edit Import Filter screen include:
-'''Save'''	- saves the import filter.
+'''Save''' - saves the import filter.
 '''Cancel - '''cancels any changes you have made to the filter.
 '''Load Sample''' - lets you select a file through the Windows Explorer interface, and then automatically fills in the File Selection path and File Selection wildcard boxes.
 '''Edit Field''' - edits the selected field information.
-'''Delete - d'''eletes the current Import Filter (after confirmation).
+'''Delete''' - deletes the current Import Filter (after confirmation).
 ===Editing the Field Information===
@@ Line 364: / Line 357: @@
 If you are using a delimiter to separate the field in the file name, you see the following screen:
+[[Image:Associated_Import_Edit_Field_Char_Delimited.jpg]]
 '''Posting Option''': The 'Post data found in report' option is selected if you want the system to parse a part of the PDF file name and automatically fill in the index field. The 'Post data keyed by operator' option is selected if you want the system to ask you for the data to post when you run the import filter.
-'''Field \# in File Name''': This option designates which field in the file name to post, counting the delimiters as separators:
+'''Field # in File Name''': This option designates which field in the file name to post, counting the delimiters as separators:
 Given a file name '''DT_01262004_0738_0005.PDF''', the following fields could be read from the file name:
@@ Line 389: / Line 382: @@
 DO NOT check the Remove Zeros box if you are using a date field. If you did NOT designate a field delimiter, the field information setup screen will be slightly different:
+[[Image:Associated_Import_Edit_Field_Column_Delimited.jpg]]
 '''Posting Option''' – same as above
@@ Line 425: / Line 418: @@
 '''Confirm execution of the filter'''
+[[Image:Associated_Import_Confirm_Execution_of_the_Filter.jpg]]
 * If you answer YES, the import will proceed.
@@ Line 433: / Line 426: @@
 '''Status in basket of imported docs'''
+[[Image:Associated_Import_Document_Status.jpg]]
 * If you answer YES, the documents will be imported, indexed, and placed into the basket with the status of SCAN COMPLETE.
@@ Line 440: / Line 433: @@
 '''Deletion of original files'''
-''' '''
+[[Image:Associated_Import_Confirm_Deletion_of_Original_Files.jpg]]
 * If you answer YES, the original files will be deleted after being copied into the basket folder.