Difference between revisions of "Chapter 2 - Overview 4.0"

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(Created page with '==Upgrading to version 4.0== ''If you have any questions on performing this upgrade, or you are not sure if the upgrade is required, please call Technical Support for help.'' '...')
 
(→‎halFILE Base Edit Module module enhancements:)
 
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[http://help.halfile.com/index.php?title=HalFILE_4.0_Documentation Main Index]
 +
 
==Upgrading to version 4.0==
 
==Upgrading to version 4.0==
  
 
''If you have any questions on performing this upgrade, or you are not sure if the upgrade is required, please call Technical Support for help.''
 
''If you have any questions on performing this upgrade, or you are not sure if the upgrade is required, please call Technical Support for help.''
  
−
'''From Version 2.2'''
+
'''From Version 3.0'''
−
To upgrade halFILE to version 3.0, contact halFILE Technical Support. They will set up your license registration in the halFILE Update Service (http://update.halfile.com) and will instruct you on how to use the halFILE Update Service to upgrade your system to version 4.0.
+
To upgrade halFILE to version 4.0, contact halFILE Technical Support. They will set up your license registration in the halFILE Update Service (http://update.halfile.com) and will instruct you on how to use the halFILE Update Service to upgrade your system to version 4.0.
  
−
'''From Versions prior to 2.2'''
+
'''From Versions prior to 3.0'''
 
This requires Technical Assistance. Please call Technical Support.
 
This requires Technical Assistance. Please call Technical Support.
  
−
===halFILE Update Service===
+
Once the prerequisites are installed, proceed to the Server Side Installation section in chapter 3.
−
[http://help.halfile.com/index.php?title=Chapter_2_-_Overview#column-one Contents]
+
 
 +
==halFILE Update Service==
 +
[http://help.halfile.com/index.php?title=Chapter_2_-_Overview_4.0#column-one Contents]
  
 
You can now use the halFILE Update Service to obtain program releases, enhancements and bug fixes. This is done through the Tools-Update Service menu of the halFILE Administrator.
 
You can now use the halFILE Update Service to obtain program releases, enhancements and bug fixes. This is done through the Tools-Update Service menu of the halFILE Administrator.
Line 16: Line 20:
 
Tutorials on the halFILE Update Service are available behind the "learn more" link at http://update.halfile.com.
 
Tutorials on the halFILE Update Service are available behind the "learn more" link at http://update.halfile.com.
  
−
===Document Management with halFILE===
+
==Document Management with halFILE==
−
[http://help.halfile.com/index.php?title=Chapter_2_-_Overview#column-one Contents]
+
[http://help.halfile.com/index.php?title=Chapter_2_-_Overview_4.0#column-one Contents]
  
 
halFILE is a document management application that provides electronic document storage and retrieval capabilities. Using the popular Microsoft Windows interface, paper documents can be scanned into a digital image format, key words can be entered into a user-defined database, and images can be archived to permanent storage such as network storage devices and compact disks. Documents can also be captured by importing them from disk or capturing printed output. With halFILE's Office 'Send To' feature, Microsoft Office documents can be sent directly to halFILE. Searching the database using keywords then retrieves documents and displays related images on the screen.
 
halFILE is a document management application that provides electronic document storage and retrieval capabilities. Using the popular Microsoft Windows interface, paper documents can be scanned into a digital image format, key words can be entered into a user-defined database, and images can be archived to permanent storage such as network storage devices and compact disks. Documents can also be captured by importing them from disk or capturing printed output. With halFILE's Office 'Send To' feature, Microsoft Office documents can be sent directly to halFILE. Searching the database using keywords then retrieves documents and displays related images on the screen.
  
 
The following diagram depicts a typical halFILE system flow:
 
The following diagram depicts a typical halFILE system flow:
−
[[File:HalFILE_System_Flow.jpg]]
 
  
 +
[[File:HalFILE_System_Flow4.jpg]]
  
−
===What’s New in 3.0===
+
==What’s New in 4.0==
−
[http://help.halfile.com/index.php?title=Chapter_2_-_Overview#column-one Contents]
+
[http://help.halfile.com/index.php?title=Chapter_2_-_Overview_4.0#column-one Contents]
  
−
The following lists new features of version 3.0.
+
The following lists new features of version 4.0.
  
−
'''halFILE Search''' Module enhancements:
+
===='''General''' enhancements:====
  
−
* The '''Proximity Search''' is a new and powerful search feature that will be rolled into the standard release of halFILE 3.0. Taking advantage of the SQL Server full-text feature, new full-text indexes can be added to selected halFILE data fields like names, Grantors, Grantees, Addresses, etc. Then when the uses enters search criteria into one of the full-text fields and select "proximity search" for the search type, the system performs a full text search where the words entered into the criteria must all be present but do not need to be in the same order as keyed. In other words:
+
* Based on the .NET platform for better performance and stability.
 +
* Integrated halFILE PDF Viewer. This means when viewing PDF documents, the image window will no longer fall behind other windows.
 +
* Integrated halFILE Office Viewer. This means when viewing Office documents (Excel, Word, etc), the image window will no longer fall behind other windows.
 +
* Image Viewer lets you email documents as PDF.
 +
* Crystal 2011 support.
 +
* Active Directory integration now supports LDAP.
  
−
<!-- As per conversation with James, the text between the <pre> tags looks better.
+
===='''halFILE Search''' Module enhancements:====
−
{| class="wikitable" border="1"
 
−
! I search for !! I find
 
−
|-
 
−
|John Doe || Doe, John
 
−
|-
 
−
||| John Doe Trust
 
−
|-
 
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||| John Alan Doe
 
−
|}
 
−
-->
 
−
<pre>
 
−
I search for: I find:
 
−
John Doe Doe, John
 
−
John Doe Trust
 
−
John Alan Doe
 
−
</pre>
 
  
 +
* Spell Checker
 +
* Auto-Complete feature to list names in the database.
 +
* Edit-Append from file that handles folders with periods.
 +
* Quick Section-Township-Range feature.
 +
* Supports 100,000 record hit lists.
 +
* Completes large searches much more quickly.
 +
* Re-order search hit list columns by dragging columns to desired position.
 +
* Sort Hit List with single click in the header box - toggles ascending/descending.
 +
* Save Grid Format menu has been moved to the new Layout menu.
 +
* “Not equal” searches.
 +
* NULL searches.
 +
* Tools-options settings changes are immediate.
 +
* Hide the Find Text button unless halCOLD is configured.
 +
* Build search criteria by clicking on names in hit list.
 +
* Ability to do include/exclude of Instrument Types.
 +
* Show Record Counter statistic on hit list and document info screens so user knows how far down they are in the Search Results.
 +
* Allow % in block and lot so you can do a section search for all blocks/lots.
 +
* Ctrl-D hot key which, when used in multi-entry field, will replicate the prior line’s last name.
  
−
====Requirements: Full version of SQL Server 2000 or later.====
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===='''halFILE Index''' Module enhancements:====
  
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* A new control has been developed to replace the old mask edit control used in prior releases. The old control would cause the search module to unload when a terminal server disconnected or minimized. This new control resolves this problem.
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* Spell Checker.
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* The Publish feature in the Search module has been enhanced.
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* Auto-Complete feature to list names in the database.
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* Error trapping for data truncation errors has been improved.
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* Edit-Append from file that handles folders with periods.
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* An option has been added to convert TIFF images to PDF format when attaching to e-mails sent from the Search module.
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* Quick Section-Township-Range feature.
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* User-defined menus have been added to the search hit list menu. This lets you add custom programs to halFILE menus.
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* Added ALT+I or some keystroke to HFIndex32 to do the same copy field functionality as ALT+D but "insert" the data at the cursor position instead of replacing the data.
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* The mouse scroll can now be used on the Hit List screen.
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* Quick document look up to load the Document Clipboard for Copy/Paste.
−
* Combine feature where you can mark items on the hit list and combine them into a new document.
+
* Option to press Ctrl+S and no other key required to go to next doc in index and/or search 
 +
* Ctrl-D hot key which, when used in multi-entry field, will replicate the prior line’s last name.
 +
* Support data thresholds on date or value fields including date range, value range, file date must be after instrument date.
 +
* Add Auto Fill of # of pages.
 +
* Support Auto Fill of date/time field and current date/time.
  
−
====The '''halFILE Index''' Module enhancements:====
+
===='''halFILE Administrator''' enhancements:====
  
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* Workflow Routing has been added to let you define how to route documents from user to user through a Workflow process.
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* All security settings into a flatter, grid interface.
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* Added a new halFILE Clipboard feature for sophisticated Field duplication from the prior document or from a selected document.
 
−
* Index fields can be disabled based on the Workflow status or the value of a keyed index field.
 
−
* When the database lookup feature in Index finds multiple records matching the lookup criteria, the user can now be prompted as to which record to select.
 
−
* The Edit-Duplicates feature of the Index module can now be configured to select only selected fields for duplication.
 
  
−
===='''halFILE Administrator''' enhancements:====
+
# Includes Extended settings.
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* User-defined menus let you add custom programs to halFILE menus.
+
# Includes Custom Search setting.
−
* The User Security screen of the halFILE Administrator now has first key letter jump to a user id or name.
+
# Show Main settings on the main user screen so, as they add databases for the user, they can see the inherited privileges.
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* When a user is deleted in the halFILE Administrator, all references to that user are removed, including references in the e.halFILE user tables.
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# Put e.halFILE settings on User screen.
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* If a password is changed, it is changed in the e.halFILE user table as well.
+
 
−
* You can now assign multiple users to a basket.
+
 
 +
* Add maintenance utilities for Multi_Entry Fields and Table Definitions for better administrative control.
 +
* Control FromEmail= and SMTP Authentication settings in halweb.ini from Auto Archive set up.  
 +
* Create Basket - prevent SQL reserved words for basket names.  
 +
* Add interface to set up searchmenus.ini.
  
 
===='''halFILE Manager''' enhancements:====
 
===='''halFILE Manager''' enhancements:====
  
−
* User-defined menus let you add custom programs to halFILE menus.
+
* Color Coded baskets.
−
* Handles multiple users assigned to a single basket.
+
* New icons – smaller footprint.
−
* Failed archives or database backups are indicated at the bottom of the Manager panel.
+
 
−
* Prevents importing or scanning into baskets containing over 10,000 documents (which normally indicates a failure in the Auto Archive process).
 
  
 
===='''halFILE Basket Status''' module enhancements:====
 
===='''halFILE Basket Status''' module enhancements:====
  
−
* Lets you switch applications, databases and baskets without leaving the module.
+
* Handle baskets with over 32767 entries more gracefully.
−
* A reorder button has been added to reorder image pages.
+
 
−
* A new menu has been added to show statistics for all baskets.
+
 
 +
===='''halFILE Import Module''' module enhancements:====
  
−
====Other Enhancements:====
+
* More standardized document selection interface.
 +
* Supports importing documents of different types (for example: TIFF and PDF).
 +
* Supports importing from multiple source folders.
 +
* The halFILE Document Transporter replaces the Send To Wizard and supports the importing of not only Office Documents, but also any other document type supported by halFILE. Drag/drop and Right Click-Send To features are supported.
  
−
* A new add-on feature of halFILE 3.0 will provide for the '''full-text indexing''' of entire documents. With this feature you can import associated documents (Word, Excel, PDF) and the system will index on the entire text of the document. You can also import TIFF images and the full-text system will OCR the document to convert the image to text and then will index on the entire text of the document.
+
===='''halFILE Scan Module''' module enhancements:====
  
−
In search, a new field will be added to the search criteria form called "Full text". The user can enter text to search for in this box and then check the proximity search type, and a full text search of the document information will be performed. For example:
+
* Scan to PDF.
−
<pre>
 
−
I search for: I find:
 
−
halFILE indexing halFILE 3.0 will provide for the full-text indexing
 
−
</pre>
 
  
−
Requirements: Full version of SQL Server 2000 or SQL Server 2005
 
−
Imaging Professional for Windows for OCR.
 
  
−
Contact your sales representative if you are interested in obtaining this new module.
+
===='''halFILE Base Edit Module''' module enhancements:====
  
−
* The '''halFILE E-mail Collector''', another add-on product to halFILE 3.0, provides the ability store e-mails out of Outlook and Outlook Express into halFILE. A program sweeps the designated Outlook folders and moves any e-mails found there to a halFILE E-mail database. The sweeper program posts the Sender, Recipients, CC, date, subject and body into halFILE. The Subject and Body data is also added to a full-text index, if configured, for powerful e-mail searching. The original e-mail becomes the halFILE document in EML file format which can include any attachments.
+
* Edit Block/Lot instead of having to clear and re-add… i.e. in the base edit, be able to fix a single error right there on the grid.
 +
* You can sort the list of valid blocks/lots by clicking the column header. This lets you quickly sort the entire Base Edit for a subdivision by block, for example.
  
−
This powerful feature means you can use halFILE as your e-mail archiver with all of its features designed to handle millions of documents. The target database could be a local MSDE database for a single user (no full text support available), a departmental SQL Server database for each department, or a company-wide SQL Server database for the entire enterprise. Contact your sales representative if you are interest in the halFILE E-mail Collector.
+
===='''halFILE Archive Module''' module enhancements:====
  
−
* Multiple Word Merge templates can now be set up for a database.
+
* Log the computer name to show where archive is scheduled.
−
* A new utility (HFValidateBkPg.exe) can be used to identify missing image pages based on values in a page field in the database.
 

Latest revision as of 11:31, 29 July 2014

Main Index

Upgrading to version 4.0

If you have any questions on performing this upgrade, or you are not sure if the upgrade is required, please call Technical Support for help.

From Version 3.0 To upgrade halFILE to version 4.0, contact halFILE Technical Support. They will set up your license registration in the halFILE Update Service (http://update.halfile.com) and will instruct you on how to use the halFILE Update Service to upgrade your system to version 4.0.

From Versions prior to 3.0 This requires Technical Assistance. Please call Technical Support.

Once the prerequisites are installed, proceed to the Server Side Installation section in chapter 3.

halFILE Update Service

Contents

You can now use the halFILE Update Service to obtain program releases, enhancements and bug fixes. This is done through the Tools-Update Service menu of the halFILE Administrator.

Tutorials on the halFILE Update Service are available behind the "learn more" link at http://update.halfile.com.

Document Management with halFILE

Contents

halFILE is a document management application that provides electronic document storage and retrieval capabilities. Using the popular Microsoft Windows interface, paper documents can be scanned into a digital image format, key words can be entered into a user-defined database, and images can be archived to permanent storage such as network storage devices and compact disks. Documents can also be captured by importing them from disk or capturing printed output. With halFILE's Office 'Send To' feature, Microsoft Office documents can be sent directly to halFILE. Searching the database using keywords then retrieves documents and displays related images on the screen.

The following diagram depicts a typical halFILE system flow:

HalFILE System Flow4.jpg

What’s New in 4.0

Contents

The following lists new features of version 4.0.

General enhancements:

  • Based on the .NET platform for better performance and stability.
  • Integrated halFILE PDF Viewer. This means when viewing PDF documents, the image window will no longer fall behind other windows.
  • Integrated halFILE Office Viewer. This means when viewing Office documents (Excel, Word, etc), the image window will no longer fall behind other windows.
  • Image Viewer lets you email documents as PDF.
  • Crystal 2011 support.
  • Active Directory integration now supports LDAP.

halFILE Search Module enhancements:

  • Spell Checker
  • Auto-Complete feature to list names in the database.
  • Edit-Append from file that handles folders with periods.
  • Quick Section-Township-Range feature.
  • Supports 100,000 record hit lists.
  • Completes large searches much more quickly.
  • Re-order search hit list columns by dragging columns to desired position.
  • Sort Hit List with single click in the header box - toggles ascending/descending.
  • Save Grid Format menu has been moved to the new Layout menu.
  • “Not equal” searches.
  • NULL searches.
  • Tools-options settings changes are immediate.
  • Hide the Find Text button unless halCOLD is configured.
  • Build search criteria by clicking on names in hit list.
  • Ability to do include/exclude of Instrument Types.
  • Show Record Counter statistic on hit list and document info screens so user knows how far down they are in the Search Results.
  • Allow % in block and lot so you can do a section search for all blocks/lots.
  • Ctrl-D hot key which, when used in multi-entry field, will replicate the prior line’s last name.

halFILE Index Module enhancements:

  • Spell Checker.
  • Auto-Complete feature to list names in the database.
  • Edit-Append from file that handles folders with periods.
  • Quick Section-Township-Range feature.
  • Added ALT+I or some keystroke to HFIndex32 to do the same copy field functionality as ALT+D but "insert" the data at the cursor position instead of replacing the data.
  • Quick document look up to load the Document Clipboard for Copy/Paste.
  • Option to press Ctrl+S and no other key required to go to next doc in index and/or search
  • Ctrl-D hot key which, when used in multi-entry field, will replicate the prior line’s last name.
  • Support data thresholds on date or value fields including date range, value range, file date must be after instrument date.
  • Add Auto Fill of # of pages.
  • Support Auto Fill of date/time field and current date/time.

halFILE Administrator enhancements:

  • All security settings into a flatter, grid interface.
  1. Includes Extended settings.
  2. Includes Custom Search setting.
  3. Show Main settings on the main user screen so, as they add databases for the user, they can see the inherited privileges.
  4. Put e.halFILE settings on User screen.


  • Add maintenance utilities for Multi_Entry Fields and Table Definitions for better administrative control.
  • Control FromEmail= and SMTP Authentication settings in halweb.ini from Auto Archive set up.
  • Create Basket - prevent SQL reserved words for basket names.
  • Add interface to set up searchmenus.ini.

halFILE Manager enhancements:

  • Color Coded baskets.
  • New icons – smaller footprint.


halFILE Basket Status module enhancements:

  • Handle baskets with over 32767 entries more gracefully.


halFILE Import Module module enhancements:

  • More standardized document selection interface.
  • Supports importing documents of different types (for example: TIFF and PDF).
  • Supports importing from multiple source folders.
  • The halFILE Document Transporter replaces the Send To Wizard and supports the importing of not only Office Documents, but also any other document type supported by halFILE. Drag/drop and Right Click-Send To features are supported.

halFILE Scan Module module enhancements:

  • Scan to PDF.


halFILE Base Edit Module module enhancements:

  • Edit Block/Lot instead of having to clear and re-add… i.e. in the base edit, be able to fix a single error right there on the grid.
  • You can sort the list of valid blocks/lots by clicking the column header. This lets you quickly sort the entire Base Edit for a subdivision by block, for example.

halFILE Archive Module module enhancements:

  • Log the computer name to show where archive is scheduled.
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