Managing Oracle WebCenter Enterprise Capture

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Capture Workspace Console Accessibility Features
    • User Preferences
    • Capture Workspace Console Keyboard Shortcuts
  • Capture Client Java Certification
  • Related Documents
  • Conventions
• 1 Capture Workspace Overview
  • 1.1 About Oracle WebCenter Enterprise Capture
    • 1.1.1 Capture
    • 1.1.2 Conversion
    • 1.1.3 Classification
    • 1.1.4 Release
    • 1.1.5 Commit
  • 1.2 About the Capture Client
  • 1.3 About Capture Workspaces
  • 1.4 About the Capture Batch Processors
  • 1.5 About the Capture Workspace Console
  • 1.6 About Capture Administrator and User Roles
  • 1.7 About Capture Security
    • 1.7.1 About Workspace Console Access
    • 1.7.2 About Client Access
  • 1.8 Workspace Manager Tasks
  • 1.9 About Capture Customization
  • 1.10 Capture Workspace Use Case
    • 1.10.1 Document Profiles for the Customer Workspace
    • 1.10.2 Metadata Configuration for the Customer Workspace
    • 1.10.3 Processor Configuration for the Customer Workspace
• 2 Getting Started Managing Capture Workspaces
  • 2.1 Before You Begin
  • 2.2 Accessing the Capture Workspace Console
  • 2.3 Creating Your First Workspace and Elements
    • 2.3.1 Example: Creating a Workspace
    • 2.3.2 Example: Creating Metadata Fields
    • 2.3.3 Example: Creating Attachment Types
    • 2.3.4 Example: Creating Document Profiles
    • 2.3.5 Example: Creating a Client Profile
    • 2.3.6 Example: Creating a Commit Profile
  • 2.4 Starting the Capture Client
  • 2.5 Testing Your Workspace Settings in the Client
    • 2.5.1 Example: Capturing Batches Using Your Client Profile
    • 2.5.2 Example: Indexing Batches
    • 2.5.3 Example: Releasing Batches
    • 2.5.4 Example: Viewing Batch Commit Results
• 3 Managing Workspace Elements
  • 3.1 Introduction to Workspaces and Their Elements
  • 3.2 Managing Workspaces
    • 3.2.1 Adding, Editing, or Copying a Workspace
    • 3.2.2 Deleting a Workspace
    • 3.2.3 Filtering Workspaces
  • 3.3 Managing Workspace Security
    • 3.3.1 Granting Workspace Access to Workspace Managers and Viewers
    • 3.3.2 Removing Workspace Access From a Workspace Manager or Viewer
  • 3.4 Managing Metadata Fields
    • 3.4.1 Adding or Editing a Metadata Field
    • 3.4.2 Deleting a Metadata Field
    • 3.4.3 Configuring a Metadata Field’s Input Mask
    • 3.4.4 Configuring a Metadata Field’s Display Format
    • 3.4.5 Setting Metadata Fields to Auto Populate
    • 3.4.6 Configuring Regular Expression Validation
  • 3.5 Managing User Defined Choice Lists
    • 3.5.1 Adding or Editing a User Defined Choice List
    • 3.5.2 Importing Values From a Text File Into a Capture Choice List
    • 3.5.3 Exporting Capture Choice List Values to a Text File
    • 3.5.4 Deleting a User Defined Choice List or Items
    • 3.5.5 Using User Defined Choice Lists in Capture
  • 3.6 Managing Database Choice Lists
    • 3.6.1 Adding or Editing a Database Choice List
    • 3.6.2 Deleting Database Choice List Sources and Choice Lists
    • 3.6.3 Using Database Choice Lists in Capture
  • 3.7 Managing Dependent Choice Lists
    • 3.7.1 Adding or Editing a Dependent Choice List
    • 3.7.2 Deleting Dependent Choice Lists
  • 3.8 Managing Database Lookups
    • 3.8.1 Adding or Editing a Database Lookup
    • 3.8.2 Deleting a Database Lookup or its Search or Return Fields
    • 3.8.3 Using Database Lookups in Capture
  • 3.9 Managing Batch Statuses
    • 3.9.1 Adding or Editing a Batch Status
    • 3.9.2 Deleting a Batch Status
    • 3.9.3 Using Batch Statuses in Capture
  • 3.10 Managing Attachment Types
    • 3.10.1 Adding or Editing an Attachment Type
    • 3.10.2 Deleting an Attachment Type
    • 3.10.3 Using Attachment Types in Capture
  • 3.11 Managing Document Profiles
    • 3.11.1 Adding or Editing a Document Profile
    • 3.11.2 Deleting a Document Profile
    • 3.11.3 Using Document Profiles in Capture
  • 3.12 Managing Capture Scripts
    • 3.12.1 Importing or Changing a Script
    • 3.12.2 Exporting a Script
    • 3.12.3 Removing a Script
    • 3.12.4 Using Scripts in a Client Profile
    • 3.12.5 Using a Script in a Recognition Processor Job
    • 3.12.6 Using a Script in an Import Processor Job
    • 3.12.7 Using a Script in a Document Conversion Processor Job
    • 3.12.8 Using a Script in a Commit Profile
• 4 Managing Client Profiles
  • 4.1 Introduction to Client Profiles
  • 4.2 Adding, Editing, or Copying a Client Profile
  • 4.3 Deleting a Client Profile
  • 4.4 Deactivating and Activating Client Profiles
  • 4.5 Configuring a Client Profile’s Type For Capture, Index, or Both
    • 4.5.1 Capture Only
    • 4.5.2 Capture and Index
    • 4.5.3 Index Only
  • 4.6 Filtering the Batch List Displayed to Users
  • 4.7 Configuring Image Capture and Storage
  • 4.8 Configuring Blank Page Detection
  • 4.9 Configuring Non-Image File Capture Settings
  • 4.10 Configuring Document Creation
    • 4.10.1 One Page (Simplex)
    • 4.10.2 Two Page (Duplex)
    • 4.10.3 Variable Number of Pages
    • 4.10.4 Prompt User
  • 4.11 Configuring Separator Sheet Use
  • 4.12 Using a Database Lookup in a Client Profile
  • 4.13 Using a Dependent Choice List in a Client Profile
  • 4.14 Configuring Document Profiles in Client Profiles
  • 4.15 Customizing Client Profiles Using JavaScript Extension Profiles
  • 4.16 Managing Client Profile Security
    • 4.16.1 Granting Security Access to Client Profiles
    • 4.16.2 Removing Client Profile Access
  • 4.17 Configuring a Client Profile’s Post-Processing
  • 4.18 Adding or Editing a Release Process
  • 4.19 Deleting a Release Process
• 5 Managing Document Conversion Processing
  • 5.1 Introduction to Document Conversion
    • 5.1.1 Key Document Conversion Processor Job Settings
    • 5.1.2 Important Points about Document Conversion
    • 5.1.3 Document Conversion Processor Use With Other Batch Processors
      • 5.1.3.1 Use Case 1: Processing Expense Reports
      • 5.1.3.2 Use Case 2: Processing Invoices
  • 5.2 Adding, Copying, or Editing a Document Conversion Job
  • 5.3 Configuring Blank Page Detection in a Document Conversion Job
  • 5.4 Deleting a Document Conversion Job
  • 5.5 Activating or Deactivating Document Conversion Jobs
  • 5.6 Specifying How Documents are Merged and Metadata is Assigned
  • 5.7 Configuring Post-Processing and Monitoring
  • 5.8 Configuring Batch Flow to a Document Conversion Processor Job
  • 5.9 Specifying Settings for Using an External Conversion Program
  • 5.10 Customizing Document Conversion Processing Using Scripts
  • 5.11 Handling Document Conversion Processing System Errors
• 6 Managing Import Processing
  • 6.1 Introduction to Import Processing
    • 6.1.1 Key Import Processor Job Settings
    • 6.1.2 Important Points About Import Processing
  • 6.2 Adding, Copying, or Editing an Import Processor Job
  • 6.3 Configuring Blank Page Detection in an Import Processor Job
  • 6.4 Deleting an Import Processor Job
  • 6.5 Activating or Deactivating Import Jobs
  • 6.6 Configuring Email Message and Email Attachment Importing
  • 6.7 Set Up Google Mail (OAuth) for Email Import
    • 6.7.1 Obtain the Redirect URL for Creating a Google Mail App
    • 6.7.2 Configure a Google Mail App for Email Import
    • 6.7.3 Configure Google Mail OAuth for Capture Email Import
  • 6.8 Configuring File Importing From a Folder
  • 6.9 Configuring List File Importing
  • 6.10 Importing Attachments During List File Importing
  • 6.11 Configuring Metadata Assignment During Import
  • 6.12 Assigning Metadata Values from a Database Lookup During Import
  • 6.13 Configuring Post-Processing
  • 6.14 Customizing Import Processing Using Scripts
• 7 Managing Recognition Processing
  • 7.1 Introduction to Recognition Processing
    • 7.1.1 About Document Organization Methods
    • 7.1.2 Other Key Recognition Processor Job Settings
      • 7.1.2.1 How are bar codes and patch codes detected and identified?
      • 7.1.2.2 How are documents separated?
      • 7.1.2.3 How are attachments handled?
      • 7.1.2.4 How are documents classified?
      • 7.1.2.5 How are metadata values assigned?
      • 7.1.2.6 What happens after recognition processing?
  • 7.2 Configuring General Recognition Processor Job Settings
    • 7.2.1 Adding, Copying, or Editing a Recognition Job
    • 7.2.2 Deleting a Recognition Job
    • 7.2.3 Activating or Deactivating Recognition Jobs
    • 7.2.4 Configuring Post-Processing and Monitoring
    • 7.2.5 Configuring Batch Flow to a Recognition Processor Job
  • 7.3 Configuring Jobs Based on Their Document Organization
    • 7.3.1 Configuring a Job for Documents Containing a Fixed Number of Pages
    • 7.3.2 Configuring a Job for Documents with the Same Bar Code Value on Each Page
    • 7.3.3 Configuring a Job for Batches with Separator Pages between Documents
    • 7.3.4 Configuring a Job for Documents with Hierarchical Separators
    • 7.3.5 Configuring a Job for Batches that do not need Document Organization
  • 7.4 Configuring Bar Code, Patch Code, and Separator Page Definitions
    • 7.4.1 Adding, Editing, or Deleting Bar Code Definitions
    • 7.4.2 Configuring a Separator Page Definition
    • 7.4.3 Configuring Hierarchical Separator Page Definitions
  • 7.5 Specifying a Static or Dynamically Determined Document Profile
  • 7.6 Specifying Metadata Field Auto Population
  • 7.7 Configuring Database Lookups in Recognition Processing Jobs
    • 7.7.1 Using a Bar Code Value to Perform a Database Lookup
    • 7.7.2 Using a Metadata Value to Perform a Database Lookup
  • 7.8 Customizing Recognition Processing Using Scripts
  • 7.9 Handling Recognition Processing System Errors
• 8 Managing XML Transformation Jobs
  • 8.1 Configuring XML Transformation Jobs
  • 8.2 Configuring Post-Processing and Monitoring of an XML Transformation Job
  • 8.3 Configuring Batch Flow to an XML Transformation Job
  • 8.4 Deactivating or Deleting an XML Transformation Job
• 9 Managing Commit Processing
  • 9.1 Introduction to Commit Processing
    • 9.1.1 Methods of Committing Documents
    • 9.1.2 About Image Document Output Formats
    • 9.1.3 How Non-Image Documents Are Committed
    • 9.1.4 How Commit Profiles are Applied During Commit Processing
    • 9.1.5 About Image Attachment Output Formats
    • 9.1.6 About Commit Error Handling
    • 9.1.7 About Documents Remaining After Commit
    • 9.1.8 About Commit Processor Logging
  • 9.2 Adding, Copying, or Editing a Commit Profile
  • 9.3 Deleting a Commit Profile
  • 9.4 Activating and Ordering Commit Profiles
  • 9.5 Restricting a Commit Profile Based on Document Profile
  • 9.6 Configuring a Text File Commit Profile
  • 9.7 Configuring a WebCenter Content Commit Profile
    • 9.7.1 About the WebCenter Content Commit Driver
    • 9.7.2 Configuring WebCenter Content Commit Driver Settings
    • 9.7.3 Titling and Naming WebCenter Content Document Files
    • 9.7.4 Assigning Metadata During a Content Server Commit
      • 9.7.4.1 Using Static Values
      • 9.7.4.2 Based on Capture Metadata Values
      • 9.7.4.3 Based on User’s Choice List Selections
    • 9.7.5 Mapping to Custom Content Server Fields
  • 9.8 Configuring a WebCenter Content Imaging Direct Commit Profile
    • 9.8.1 About Direct Committing
    • 9.8.2 Searching For and Appending to WebCenter Content Imaging Documents
    • 9.8.3 Configuring Direct Commit Settings
  • 9.9 Configuring a WebCenter Content Imaging Input Agent Commit Profile
    • 9.9.1 About Input Agent Committing
      • 9.9.1.1 About Input Definitions
      • 9.9.1.2 How Capture Names Input Files Upon Commit
    • 9.9.2 Configuring Input Agent Settings
  • 9.10 Configuring an Oracle Content Management Commit Profile
    • 9.10.1 About the Oracle Content Management Commit Driver
    • 9.10.2 Configuring Oracle Content Management Commit Driver Settings
  • 9.11 Configuring PDF Searchable Document Output
  • 9.12 Configuring PDF Searchable Attachment Output
  • 9.13 Configuring Batch Flow to the Commit Processor
  • 9.14 Customizing Commit Processing Using Scripts
• 10 Use Case: Processing Employee Expenses
  • 10.1 Introduction to the Use Case
  • 10.2 Implementing the Use Case
    • 10.2.1 Task 1: Use Case Prerequisites
    • 10.2.2 Task 2: Create an Expenses Workspace and Elements
    • 10.2.3 Task 3: Configure a Database Lookup to Populate Capture Fields
    • 10.2.4 Task 4: Configure Client Scanning of Expenses
    • 10.2.5 Task 5: Configure Commit Processing
      • 10.2.5.1 Configure Committing to Imaging
      • 10.2.5.2 Configure Committing to a Folder (for Testing)
    • 10.2.6 Task 6: Verify Manual Processing
    • 10.2.7 Task 7: Configure Document Conversion Processing
    • 10.2.8 Task 8: Configure Recognition Processing
    • 10.2.9 Task 9: Configure Folder Import Processing
    • 10.2.10 Task 10: Configure Email Import Processing
    • 10.2.11 Task 11: Configure Exception Handling
• 11 Performing Advanced Functions
  • 11.1 Using Workspace Manager WLST Commands
  • 11.2 Exporting a Workspace Configuration
  • 11.3 Importing a Workspace Configuration
  • 11.4 Releasing Locked Batches
  • 11.5 Exporting a Batch
  • 11.6 Deleting Batches
  • 11.7 Exporting an IMAP Email Message
  • 11.8 Exporting an EWS Email Message
  • 11.9 Setting the Value of an Object Property
  • 11.10 Displaying the Value of an Object Property
  • 11.11 Setting the Credentials for an Object
  • 11.12 Updating a Script within a Workspace
  • 11.13 Copying an Existing Workspace
  • 11.14 Cloning a Workspace from a File
  • 11.15 Displaying Import Processor Tokens
  • 11.16 Deleting an Import Processor Token
• How Do I?
  • A.1 How do I prevent a user from entering values into a field associated with a choice list?
  • A.2 How do I reorder the fields presented to the end-user?
  • A.3 How do I index documents within a batch using different metadata values?
  • A.4 How do I ensure that all scanning users are scanning documents in black/white format to reduce file size?
  • A.5 How do I determine the byte threshold to use to determine a blank page?
  • A.6 How do I import attachments from email and append the email message to each attachment?
  • A.7 How do I configure Enterprise Capture to commit the same document to WebCenter Content and the file system at the same time?
  • A.8 How do I configure Enterprise Capture to commit some documents in a batch to WebCenter Content and other documents to the file system?
  • A.9 How do I create a full-text search document from image based documents?
  • A.10 How do I monitor the overall use and performance of Enterprise Capture?