Kofax Getting Started with Ascent Xtrata Pro Handbücher

Bedienungsanleitungen und Benutzerhandbücher für Werkzeug Kofax Getting Started with Ascent Xtrata Pro.
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Inhaltsverzeichnis

Getting Started

1

Ascent Xtrata Pro

1

Contents

10

Contents

11

How to Use This Guide

15

Related Documentation

16

Training

17

Kofax Technical Support

17

How to Use This Guide

19

Overview

20

Capture Flow

21

Overview

22

Chapter 1

23

Ascent Xtrata Pro Server

25

Ascent Xtrata Pro Validation

26

Ascent Xtrata Pro Technology

26

Classification

27

Document Separation

28

Online Learning

29

OCR and Script Integration

29

Release Script

30

Statistical Information

30

Validation

30

Invoice Processing

31

Templates

33

Group Locators

33

Project Builder

36

License Activation

37

Project Builder

38

Chapter 2

39

Project Level Fields

40

Managing Projects

42

Creating a new Project

43

Loading an Existing Project

47

Saving a Project

47

Project Properties

48

Invoice Projects

55

Upgrade Warnings area

59

Setting Up Classification

62

Setting Up Extraction

65

Setting Up Validation

67

Adding Classes

73

Class Hierarchy

74

Class Properties

75

Classification Options

81

Layout Classifier

94

Layout Classifier Properties

97

Image Clustering

99

Classification

100

Chapter 3

101

Adaptive Feature Classifier

103

Properties

105

Auto Optimization

110

Result Matrix

112

Instruction Classifier

115

Managing Views

122

Extraction

126

Managing Fields

127

Extraction

128

Confidences

129

Field Inheritance

130

Field Formatting

131

Chapter 4

133

Locators

137

Managing Locators

140

X To export a locator

141

Locator Methods

142

Assign Locators to Field

143

Alternatives

144

Regions

145

Testing Locators

148

Field Group Locators

150

Invoice Group Locator

151

Order Group Locator

151

Knowledge Bases

154

OCR and OMR Profiles

156

Script Programming

157

Address Evaluator

159

Advanced Zone Locator

161

Barcode Locator

166

Classification Locator

167

Database Evaluator

170

Concept

171

Database Locator

172

Using the Database Locator

175

Speed Considerations

178

Format Locator

179

Regular Expressions

180

Formats

181

Format Templates

183

Keywords

184

Dictionaries

186

Invoice Header Locator

193

Locator

194

Figure 4-46. Taxes Tab

198

OCR Voting Evaluator

202

Relation Evaluator

204

Script Locator

206

Standard Evaluator

207

Table Locator

209

Language Packages

213

Setting up Table Locator

220

Methods of Finding Tables

221

Comparing the Methods

224

Manual Mode

225

Figure 4-68. Defining Cells

227

Order Numbers

228

Zone Locator

229

Set Up Validation

234

Chapter 5

235

Validation Methods

238

Validation Rules

240

Set Up Validation

242

Validation Sequence

244

Validation Forms

244

Validation Test

249

Project panel

250

Validation Script Events

251

User Interface Elements

253

• Field Properties

258

General Dialog Boxes

261

Validation Sample

263

Step 2: Define Validation

264

Chapter 6

270

Introduction

270

Figure 6-2. Main Menu Bar

272

Table 6-1. Main Toolbar

276

Toolbar Buttons Description

276

Validation Rules

277

Table 6-2. Mode Toolbar

277

Extraction

277

Project Panel

279

Classification Design Panel

285

Classification Result Panel

286

Icon Description

287

Extraction Design Panel

288

Extraction Result Panel

291

Validation Rules Panel

292

Result Matrix Panel

293

Test Folder Panel

295

Figure 6-4. Test Folder

296

Selection Panel

300

New Samples Panel

302

Document Viewer

305

Figure 6-10. Document Viewer

306

Class Properties Dialog Box

316

Settings

320

Field Properties Dialog Box

332

Filter Options Dialog Box

338

OCR Substitution Dialog Box

351

Open Test Folder Dialog Box

352

Project Settings Dialog Box

354

for more information

364

Script Code Dialog Box

380

Field Name Replaces

398

Equation

398

View Properties Dialog Box

400

General Invoice Dialog Boxes

416

Edit Document Dialog Box

421

Toolbar

424

Figure 6-101. Test Values

469

Format Locators

478

Detected Alternatives

528

Capture

536

Chapter 7

537

Batch Class Considerations

538

Publishing Batch Classes

539

Open Synchronization Tool

541

Perform Synchronization

555

Using the Release Script

558

Release tab

560

Samples tab

561

Processing Batches

562

High Availability Support

563

Service

564

Chapter 8

565

Processing Services

566

Processing Batches

568

Understanding the Log File

569

Chapter 9

572

Figure 9-2. Menu Bar

574

Figure 9-3. Batch Toolbar

577

Figure 9-4. Folder Toolbar

577

Figure 9-6. Page Toolbar

578

Figure 9-7. View Toolbar

578

Figure 9-8. Edit Toolbar

578

Figure 9-9. Field Toolbar

578

Table 9-1. Table Toolbar

579

Settings Dialog Box

580

Miscellaneous Tab

583

Language Dialog Box

585

Adjusting the User Interface

586

Validate a Document

589

Batch Editing

591

Character Level Editing

596

Shortcut Keys

596

Read-Only Fields

597

Force Valid Field

597

Assign a Document Class

597

Reject Documents or Pages

599

Table Indexing

600

Security Boost

600

Shortcuts

601

Statistics Viewer

604

Chapter 10

605

Elements

606

Figure 10-3. Main Toolbar

607

Reports

608

Statistics Viewer

610

Historical Reports

611

Report Conditions

614

Index

618





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