To set PDF files as the primary web‐viewable rendition:

When converting documents to PDF using WinNativeConverter, a distiller engine and PDF printer must be obtained, installed, and configured. This is not necessary when converting to PDF using Outside In PDF Export to open and save documents to PDF.

WinNativeConverter can use several third-party applications to create PDF files of content items. In most cases, a third-party application that can open and print the file is used to print the file to PostScript, and then the PostScript file is converted to PDF using the configured PostScript distiller engine. In some cases, WinNativeConverter can use a third-party application to convert a file directly to PDF.

To install the PDF printer:

To change third‐party application settings:

To configure timeout settings for PDF file generation:

Inbound Refinery includes Outside In version 8.3.2. When using Outside In to convert graphics to PDF, you can set the margins for the generated PDF from 0–4.23 inches or 0–10.76 cm. By default, Inbound Refinery uses 1‐inch margins on the top, bottom, right, and left.

To adjust these margins:

File formats and conversion methods for Inbound Refinery can be managed in Content Server using the File Formats Wizard. You can convert TIFF to PDF with OCR or TIFF to PDF without OCR.

To convert TIFF to PDF with OCR:

1. Log in to the Content Server as an administrator.

2. From the main menu, choose Administration then Refinery Administration then File Formats Wizard.

3. On the File Format Wizard page, select tiff, tif to enable Convert TIFF to PDF (TIFFConversion) in the File Type (conversion name) field menu. Selecting this menu item maps the TIF and TIFF file extensions to the image/tiff file format and associates the image/tiff file format with the TIFFConversion conversion method. When TIF or TIFF files are checked into the Content Server, they are processed by the refinery using Tiff Converter and converted to PDF with OCR. Deselecting this check box sets the image/tiff file format to PASSTHRU, so TIF and TIFF files are not processed by Inbound Refinery.

   Note:

   The TIFFConversion conversion method is only available when the TiffConverterSupport component has been installed and enabled, and the Content Server has been restarted.

4. If you have added tifz and tiz file extensions using the Configuration Manager, you can select tifz, tiz on the File Format Wizard page to enable application/zip options in the File Type (conversion name) field menu.

   • Compressed Tiff to PDF (tifz, tiz): Selecting this menu item maps the TIFZ and TIZ file extensions to the graphic/tiff-x-compressed file format and associates the graphic/tiff-x-compressed file format with the TIFFConversion conversion method. When TIFZ or TIZ files are checked into the Content Server, they are processed by the refinery using Tiff Converter and converted to PDF with OCR. Deselecting this check box sets the graphic/tiff-x-compressed file format to PASSTHRU, so TIFZ and TIZ files are not processed by Inbound Refinery.

   • Compressed Tiff to PDF (zip): Selecting this menu item maps the ZIP file extension to the application/zip file format and associates the application/zip file format with the TIFFConversion conversion method. When ZIP files are checked into the Content Server, they are processed by the refinery using Tiff Converter and converted to PDF with OCR. Deselecting this check box sets the application/zip file format to PASSTHRU, so that ZIP files are not processed by Inbound Refinery.

5. Click Update to save all changes.

To convert TIFF to PDF without OCR:

1. Log in to the Content Server as an administrator.

2. From the main menu, choose Administration then Refinery Administration then File Formats Wizard.

3. On the File Format Wizard page, select tiff, tif to enable Convert TIFF to PDF (Direct PDFExport)  in the File Type (conversion name) field menu. Selecting this menu item maps the TIF and TIFF file extensions to the image/tiff file format and associates the image/tiff file format with the Direct PDFExport conversion method. When TIF or TIFF files are checked into the Content Server, they are processed by the refinery using oit PDFExport and converted to PDF without OCR.

   Note:

   When the TIFF to PDF (Direct Export) options is used, only the metadata in the resulting PDF is searchable, the text is not searchable.

4. Click Update to save all changes.

File formats and conversion methods for Inbound Refinery can be managed in Content Server using the Configuration Manager. To make changes:

1. Log in to Content Server as an administrator.

2. From the main menu, choose Administration, then Desktop Client Apps.

3. From the apps list, choose Configuration Manager.

   The Configuration Manager app is started.

4. In the Configuration Manager app, choose Options then File Formats.

5. To enable single, unzipped TIFF files (TIF and TIFF) to be processed by Inbound Refinery:

   1. In the File Formats section, check that the image/tiff file format is added and associated with the TIFFConversion conversion method.

      Note:

      The TIFFConversion conversion method is only available when the TiffConverterSupport component has been installed and enabled, and the Content Server has been restarted.

   2. In the File Extensions section, check that the tif and tiff file extensions are added and mapped to the image/tiff file format.

6. To enable TIFF files that have been compressed into a single TIFZ or TIZ file to be processed by Inbound Refinery:

   1. In the File Formats section, check that the graphic/tiff-x-compressed file format is and associated with the TIFFConversion conversion method.

   2. In the File Extensions section, check that the tifz and tiz file extensions are added and mapped to the graphic/tiff-x-compressed file format.

7. To enable TIFF files that have been compressed into a single ZIP file to be processed by Inbound Refinery:

   1. In the File Formats section, check that the application/zip file format is added and associated with the TIFFConversion conversion method.

   2. In the File Extensions section, check that the zip file extension is added and mapped to the application/zip file format.

The ZIP file extension might be used in multiple ways in your environment. For example, you might be checking in:

• Multiple TIFF files compressed into a single ZIP file for Inbound Refinery to convert to a single PDF file with OCR.

• Multiple file types compressed into a single ZIP file that should not be processed (the ZIP file should be passed through in its native format).

When using the ZIP file extension in multiple ways, Oracle recommends configuring the Content Server to allow the user to choose how ZIP files are processed at check-in. This is referred to as Allow override format on check-in. To enable this Content Server functionality:

When installed on the refinery, the TiffConverter component adds the TIFFConversion option to the Conversion Listing page. This conversion option must be enabled for the refinery to perform conversions on items submitted by the Content Server.

The timeout settings should reflect the processing time required for the size of TIFF files that are commonly checked in to the Content Server. This is highly variable depending on CPU power and TIFF complexity. Perform these tasks to determine the appropriate timeout values for TIFF files:

• Run and time several representative Inbound Refinery jobs using CVista PdfCompressor alone (without the Inbound Refinery).

• Examine the document history information and evaluate the required processing time.

• Change Inbound Refinery timeout settings accordingly.

  Note:

  Information about Tiff Converter timeouts is recorded in the Inbound Refinery and agent logs.

To configure timeout settings for Tiff to PDF file generation:

These options are specific to CVista PdfCompressor. If the TiffConverter component is not installed, the CVista PdfCompressor Options are not available.

To change the PdfCompressor settings:

The following recommended parameter strings should produce optimal results for each given scenario. If these settings do not produce the intended results, modify these strings by removing or appending settings. For more information on these and other available settings, see the online help provided with CVista PdfCompressor (especially "Appendix A: Command-Line Flags for Compression").

Default CVista PdfCompressor Parameters - OCR Enabled

A default string is set when the TiffConverter component is installed unless a string already exists (if the string was set using a previous version of Tiff Converter). The default string has been optimized for typical PdfCompressor usage with OCR enabled:

‐m ‐c ON ‐colorcomptype 2 ‐mrcquality 5 ‐mrcColorCompType 0 ‐linearize ‐o ‐ocrmode 1 ‐ot 120 ‐qualityc 75 ‐qualityg 75 ‐rscdwndpi 300 ‐rsgdwndpi 300 ‐rsbdwndpi 300 ‐cconc ‐ccong

CVista PdfCompressor Parameters- Horizontal and Vertical OCR Enabled

The following string can be used for typical usage with OCR and support OCR processing of both vertical and horizontal text in the same image (add -ocrtwod):

‐m ‐c ON ‐colorcomptype 2 ‐mrcquality 5 ‐mrcColorCompType 0 ‐linearize ‐o ‐ocrmode 1 ‐ot 120 ‐ocrtwod ‐lsize 25 ‐qualityc 75 ‐qualityg 75 ‐rscdwndpi 300 ‐rsgdwndpi 300 ‐rsbdwndpi 300 ‐cconc ‐ccong

CVista PdfCompressor Parameters - No OCR

The following string can be used for simple conversion (without OCR):

‐m ‐c ON ‐colorcomptype 2 ‐mrcquality 5 ‐mrcColorCompType 0 ‐linearize ‐qualityc 75 ‐qualityg 75 ‐rscdwndpi 300 ‐rsgdwndpi 300 ‐rsbdwndpi 300 ‐cconc ‐ccong

By default, CVista PdfCompressor uses an English OCR dictionary when performing OCR on TIFF files. However, CVista PdfCompressor can perform OCR on several other languages.

To set up multiple OCR languages and enable the user to choose the OCR language at check-in:

1. Obtain the appropriate current language files by contacting CVISION:

   • A lng file is required for each language.

   • Czech, Polish, and Hungarian also require the latin2.shp file.

   • Russian also requires the cyrillic.shp file.

   • Greek also requires the greek.shp file.

   • Turkish also requires the turkish.shp file.

2. Place the CVISION language files in the CVista installation directory. The default location is C:\Program Files\CVision\PdfCompressorxx\ where xx stands for the version number of PdfCompressor.

3. Log in to Content Server as an administrator.

4. From the main menu, choose Administration then Desktop Client Apps.

5. From the apps list, choose Configuration Manager.

6. On the Configuration Manager page, click Information Fields tab.

7. If the OCRLang information field has been added, skip this step. If it has not been added:

   1. In the Field Info section, click Add.

   2. On the Add Custom Info page, in the Field Name field, enter OCRLang. This creates a new information field for CVista language conversion options.

      Note:

      Enter this field name exactly.

   3. Click OK.

   4. On the Add Custom Info Field page, in the Field Caption field, enter the descriptive caption to be displayed on the Content check-in Form page. For example, OCR Language.

   5. From the Field Type list, choose Text.

   6. Select the Enable Option List check box.

   7. From the Option List Type list, choose Select List Validated.

   8. In the Use option list field, enter xOCRLangList.

   9. Click Edit next to the Use Option List field.

   10. On the Option List page, enter the CVista OCR languages to present as options. The following language names are valid options.

       Note:

       You can use either the English language name or the native equivalent (if listed). However, you must enter the language options exactly as they appear in the following table.

       English	Native
       Czech	-
       Danish	Dansk
       Dutch	Nederlands
       English	-
       Finnish	Suomi
       French	Français
       German	Deutsch
       Greek	-
       Hungarian	Magyar
       Italian	Italiano
       Norwegian	Norsk
       Polish	Polski
       Portuguese	Português
       Russian	-
       Spanish	Español
       Swedish	Svenska
       Turkish	-

   11. Select the Ignore Case check box.

   12. Click OK.

   13. In the Default Value field, enter the default OCR language option.

   14. Click OK to save the settings and return to the Information Fields tab.

   15. Click Update Database Design.

8. If the OCRLang Information field has been added, but changes must be made to the languages option list and/or the default language:

   1. In the Field Info section, select OCRLang and click Edit.

   2. On the Add Custom Info page, click Edit next to the Use Option List field.

   3. On the Option List page, delete any unused CVista OCR languages.

   4. Click OK.

   5. In the Default Value field, enter the default OCR language option.

   6. Click OK to save the settings and return to the Information Fields tab.

9. Close the Configuration Manager app. When a user checks in a TIFF file, the user can override the default OCR language by selecting any of the OCR languages that were set up.

When a validation fails, Inbound Refinery collects the errors from the SAX Validation engine, creates an hcsp error page and attempts to check in the page to Content Server.

Manually set up outgoing providers on Inboard Refinery to the Content Server for the refinery to check in an error page. The name of Inbound Refinery provide must match the agent name. For example if Inbound Refinery is named production_ibr and it is converting files for a Content Server named production_cs, then an outgoing provider named production_cs must be created on the production_ibr Inbound Refinery.

To set up a criteria workflow to be notified regarding XSL transformation failures:

• Users: specify the users that should be notified.

• Exit Conditions: select At least this many reviewers, and set the value to 0.

• Events: For the Entry event, add the following Custom Script Expression:

  <$if dDocTitle like "*XSLT Error"$>
  <$else$>
  <$wfSet("wfJumpEntryNotifyOff", "1")$>
  <$wfExit(0,0)$>
  <$endif$>
  

For details about using workflows, see Managing Workflows.

File formats and conversion methods for Inbound Refinery can be managed in Content Server using the File Formats Wizard. To make changes:

File formats and conversion methods for Inbound Refinery can be managed in Content Server using the Configuration Manager. To make changes: