Kodak alaris

Kodak
Capture Pro Software

Administrator's Guide

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Contents
1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Scanner support ....................................................................................................................................... 1
Supporting documentation ........................................................................................................................ 2
Virus scanning applications ...................................................................................................................... 2
Installing the software ............................................................................................................................... 3
Launching Capture Pro Software .............................................................................................................. 5

2 Job Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
The Job Setup function ............................................................................................................................. 7
Accessing a job setup ............................................................................................................................... 7
The Job Setup dialog box ......................................................................................................................... 8
Job Setup:
Capture tab ............................................................................................................................................. 12
General settings — Capture tab ........................................................................................................ 13
Batch settings — Capture tab ............................................................................................................ 14
Bar Code, OCR & Mark Detection settings — Capture tab ............................................................... 17
Separation settings — Capture tab .................................................................................................... 17
Sort settings — Capture tab .............................................................................................................. 21
Job Setup:
Index tab ................................................................................................................................................. 32
Adding a document index field ........................................................................................................... 33
Editing a document index field ........................................................................................................... 38
Adding a batch index field .................................................................................................................. 39
PDF Properties .................................................................................................................................. 40
Double data entry .............................................................................................................................. 42
Input formats ........................................................................................................................................... 45
Input Text formats .............................................................................................................................. 45
Input Number formats ........................................................................................................................ 47
Input time formats .............................................................................................................................. 50
Input fixed string formats ................................................................................................................... 52
Combination input formats ................................................................................................................. 52
Index Default value specification ............................................................................................................ 54
Fixed string formats ........................................................................................................................... 54
Using multiple tags ............................................................................................................................ 54
Using the OR keyword ....................................................................................................................... 55
Default value using LASTVALUE ....................................................................................................... 56
Transform Expressions ...................................................................................................................... 57
Transform text formats ....................................................................................................................... 57
Transform number formats ................................................................................................................ 60
Transform time formats ...................................................................................................................... 63
Fixed string formats ........................................................................................................................... 64
Combining Transform formats ........................................................................................................... 64
Output formats ........................................................................................................................................ 64
Index tab — Database Lookup ............................................................................................................... 65
Configuring Database Lookup ........................................................................................................... 65
Using Database Lookup .................................................................................................................... 70
Edit Index mode ................................................................................................................................. 70
Batch output ....................................................................................................................................... 71
Job Setup: Output tab ........................................................................................................................ 72
Credentials ......................................................................................................................................... 72
Destination options:
File (1) and File (2) ............................................................................................................................ 73
Setup options for File (1) and File (2) ................................................................................................ 74
Index options for File (1) and File (2) ................................................................................................. 85
Multiple records per document .......................................................................................................... 88

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 Building location and filename formulas using the Location Setup dialog box .................................. 91
Using the Index Content Setup dialog box ........................................................................................ 93
System (1) and System (2) options ................................................................................................... 94
Setting up your e-mail options ........................................................................................................... 95
Setting up your Print options .............................................................................................................. 97
Using the SharePoint Index Setup wizard ......................................................................................... 98
Step 1: SharePoint setup: create, edit and select a SharePoint connection ................................ 98
Step 2. Creating document index fields based on your existing SharePoint columns .................. 99
Step 3. SharePoint setup: Selecting values to populate SharePoint columns ........................... 101
Step 4. SharePoint setup: Defining storage options and paths .................................................. 102
SharePoint Modern Authentication Setup ........................................................................................ 104
Advanced options ................................................................................................................................. 107
Invoke Other Program option ................................................................................................................ 118
Remote Output (Network Edition only) ................................................................................................. 121
Job Setup: Scanner-specific settings .................................................................................................... 122
Scanner Options .............................................................................................................................. 122
Kodak i5850 and i1850S Series Scanners ...................................................................................... 124

3 Patch Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127

About patch codes ............................................................................................................................... 127
Setting up patch codes ......................................................................................................................... 128
Patch 2, 3 or T code separation ....................................................................................................... 128
Creating an attachment with a patch code ...................................................................................... 129
Separating batches or documents with patch codes ....................................................................... 130

4 Bar Code, OCR and Mark Detection Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131

Overview ............................................................................................................................................... 131
Using bar codes .................................................................................................................................... 132
Bar Code, OCR & Mark Detection window ........................................................................................... 133
Bar Code, OCR & Mark Detection windows context-sensitive menu .................................................... 135
Scanning an image for bar code setup ................................................................................................. 138
Creating and selecting a bar code zone .......................................................................................... 140
Bar Code Zone Setup dialog box ..................................................................................................... 141
Zone Pages Setup dialog box .......................................................................................................... 147
Separating documents with bar code zones .................................................................................... 149
Separating batches with bar code zones ......................................................................................... 150
Editing a bar code zone ........................................................................................................................ 150
Deleting a bar code zone ...................................................................................................................... 151
Transferring an image to the bar code window ..................................................................................... 151
Setting the range for bar code image size ............................................................................................ 152
Creating an attachment with bar code zones ........................................................................................ 153
Testing bar code zones ......................................................................................................................... 153
Bar code types ...................................................................................................................................... 154
Special syntax for two-dimensional bar codes ................................................................................. 154
Using OCR zones ................................................................................................................................. 155
Scanning an image for OCR setup .................................................................................................. 156
Creating and selecting an OCR zone .............................................................................................. 158
OCR Zone Setup dialog box ............................................................................................................ 159
Applying OCR zones to specific pages ............................................................................................ 160
Separating documents with OCR zones .......................................................................................... 160
Separating batches with OCR zones ............................................................................................... 161
Editing OCR zone properties ................................................................................................................ 162
Deleting an OCR zone .......................................................................................................................... 162
Transferring an image to the OCR window ........................................................................................162 iii
Setting the range for OCR image size .................................................................................................. 163
Creating an attachment with OCR zones .............................................................................................. 163
Testing OCR zones .......................................................................................................................... 164

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 Using separators when color scanning ................................................................................................. 164
Setting up a color image for bar code/OCR zones ............................................................................... 165
Bar Code and OCR Disclaimers ........................................................................................................... 166
Using Mark Detection zones ................................................................................................................. 166
Scanning an image for Mark Detection setup .................................................................................. 167
Creating and selecting a Mark Detection zone ................................................................................ 168
Editing a mark detection zone ......................................................................................................... 169
Deleting a mark detection zone ....................................................................................................... 169
Transferring an image to the Mark Detection window ..................................................................... 170
Mark Detection Zone Setup dialog box ............................................................................................ 171
Applying mark detection zones to specific pages ............................................................................ 172
Mark Detection Zone Group Setup .................................................................................................. 173

5 Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .175

Page Setup dialog box .......................................................................................................................... 175
Image tab ......................................................................................................................................... 176
Auto Delete tab ................................................................................................................................ 178
Splitting images ............................................................................................................................... 181
Splitting an image ............................................................................................................................ 182
Merge tab ......................................................................................................................................... 183
Intelligent QC tab ............................................................................................................................. 184

6 Productivity Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .187

Button Manager .................................................................................................................................... 187
Shortcut Setup dialog box ..................................................................................................................... 188

7 User and Group Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .189

User Setup dialog box .......................................................................................................................... 189
General tab ...................................................................................................................................... 189
Setting up users and groups using Active Directory ............................................................................. 189
User tab ........................................................................................................................................... 191
Group tab ......................................................................................................................................... 192

8 Auto Import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195

Overview ............................................................................................................................................... 195
Auto Import Setup ................................................................................................................................. 196
Auto Import operation ........................................................................................................................... 200
Server/Service configuration ................................................................................................................. 204
Error handling ....................................................................................................................................... 205

9 Intelligent Job Select . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .207

Overview ............................................................................................................................................... 207
Intelligent Job Select Setup - General tab ............................................................................................ 208
Create a feature patch page ................................................................................................................. 210
Create feature patch setup ................................................................................................................... 210
Intelligent Job Select - Setup tab .......................................................................................................... 211
Define a rule .................................................................................................................................... 212

10 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .213
Clearing errors ...................................................................................................................................... 213
Command line login .............................................................................................................................. 213
Technical Support ................................................................................................................................. 213

Appendix A License Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215

Requesting a license ............................................................................................................................ 219
Release license .................................................................................................................................... 218

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 Replacing a license .............................................................................................................................. 220

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1 Introduction

Capture Pro Software is an easy-to-install, easy-to-use production scanning

application for electronic capture of documents.
This software is ideal for imaging, forms processing and workflow applications,
and as a standalone application. It manages one- and two-sided scanning,
indexing and batching in color, black and white, and/or grayscale. Batches can
be easily exported to many popular applications. Capture Pro Software allows
you to fully utilize your scanner capabilities for maximum productivity. All
functions are performed in the software; no special hardware acceleration is
required.
Capture Pro Software is designed for speed, accuracy, and ease-of-use. It
enables optimum scanner throughput and maximum productivity. A high-speed
multi-page display presents the images and optional index data as documents
are scanned. A complete set of icon-based tools is available to simplify
scanning management.
This Administrator’s Guide provides detailed information about creating job
setups which will allow users the most efficient means of using Capture Pro
Software. Also includes information about page setups, bar codes and patch
codes, auto import and more.

Scanner support Capture Pro Software supports Kodak and Alaris Scanners, and some third-
party scanners are also enabled for use with Capture Pro. A complete list can
be found at the link below::
www.kodakalaris.com/go/kcsscannersupport.

For up to date system requirements and certified operating systems see the
Specifications page on the Capture Pro web site at:
https://www.alarisworld.com/solutions/software/document-scanning-software/
capture-pro-software#Specifications.

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Supporting In addition to this Administrator’s Guide, the following documentation is also
documentation available:
• On-line Help—provides product information including detailed product
setup, details about the user interface and many advanced features. To
locate information in the Help file you can use the table of contents, the
index, or the search feature.
To access Help, press F1, select the Help button on a dialog box or click the
? icon in the top right-hand corner of any window.
• Getting Started Guide—provides simple procedures for getting started
quickly including installing and launching Capture Pro Software. Procedures
are also provided for scanning using the default pre-defined job setups. A
PDF for this guide can be found in the Manuals & Guides section of the
Capture Pro Software Support page: https://support.alarisworld.com/
capture-pro-software#Manuals.
• User’s Guide—provides the basic steps for creating a new batch, scanning
documents, editing scanned images and outputting a batch. In addition, a
description of windows, menus and tools is also described.

Network Edition: System Guide—provides installation procedures for

Capture Pro Network Edition. A PDF of this guide can be found in the Manuals
& Guides section of the Capture Pro Software Support web page:
• https://support.alarisworld.com/capture-pro-software#Manuals

Release Notes—contain information that may not have been available in other
supporting documentation. To view the Release Notes, go to
www.kodakalaris.com/go/kcsdownloads and navigate to the Workstation/
Client Software section of the website. This section contains a link to the
latest Release Notes.

Virus scanning If you are using a virus scanning application, system performance will improve
applications if you exclude Capture Pro Software workgroup, scanned images and batch
output folders and subfolders from the virus scanning application access.
The default folder names are:
c:\ScanPro
c:\BatchesPro
c:\Users\Public\Documents\KCS Pro
c:\Program Files (x86)\Kodak\Capture Pro
NOTE: If you modified the default installation folders by selecting the
Advanced installation option, exclude those folders when configuring
your anti-virus software.

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Installing the Before you begin, refer to the Kodak Alaris website to be sure your PC meets
software the Recommended Configuration for Capture Pro Software:
https://www.alarisworld.com/solutions/software/document-scanning-software/
capture-pro-software#Specifications
To complete the installation, you will need:
• The scanner driver CD provided by the scanner manufacturer if you will be
connecting a scanner.
• The license notification email PDF attachment file that contains your serial
number.
• Download the application from the Capture Pro Software website at
www.kodakalaris.com/go/CaptureProDownload.
Before installing, check the Release Notes for any additional information.
The Release Notes are available on the Kodak Alaris website at
www.kodakalaris.com/go/kcsdownloads. Navigate to the Workstation/
Client Software section of the website. This section contains a link to the
latest Release Notes.
Run the EXE installer that was downloaded to start the installation.
• If the computer on which the Capture Pro Software is to be installed does
not have internet access, you will also need to download the License
Manager tool found on the Capture Pro Software website. The License
Manager will be installed on a computer with internet access.
• Optional hardware key (USB dongle) if purchased.
• Administrator rights on the PC where you are installing the software.

1. Install the scanner drivers by inserting the scanner driver CD into the CD
drive and follow the prompts.

2. Connect the scanner and test the connection using the Scan Validation
Tool. See your scanner’s User’s Guide for more information.
When you install the Kodak Alaris Scanner driver, the Scan Validation Tool
will automatically be installed. This tool may be used to test that the
scanner is connected properly and working.
NOTE: Follow the manufacturer’s recommendations for installing and
testing the scanner on your PC.

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 3. Before installing, check the Release Notes for any additional information.
The Release Notes are available on the Kodak Alaris website at
www.kodakalaris.com/go/kcsdownloads. Navigate to the Workstation/
Client Software section of the website. This section contains a link to the
latest Release Notes.
Run the EXE installer that was downloaded to start the installation.
4. When the Installation Menu screen is displayed, select the desired
language and click the Install Capture Pro Software option.
5. Click I accept the terms of the license agreement after you have read
the License Agreement and click Next. The Hardware License Key screen
will be displayed.
6. Select I will not be using a USB Hardware Key and click Next.
NOTE: If you purchased the optional USB Hardware Key, select I have
inserted my USB Hardware Key and click Next.
The Installation Type screen will be displayed.
7. Click Next. The Software Serial Number screen will be displayed.
NOTE: Only check Install as Capture Pro Network Edition Client if you
purchased Capture Pro Software Network Edition and are installing
a client.
8. Enter your software serial number and click Next. The Product
Registration screen will be displayed.
9. Enter your registration ID as shown in the license notification email you
received. If you do not have a registration ID, select Register Now and
complete registration. Click Next. The Get License screen will be displayed
while the license is being obtained from the Kodak Alaris license server.
NOTE: If your computer does not have internet access, see “Appendix A
License Manager” for information on how to obtain a license.
10. At the Setup Type screen, select Typical and click Next. The Installation
Summary screen will be displayed.
11. Click Next. The Ready to Install the Program screen will be displayed.
12. Click Install to start the installation. Progress screens will be displayed.
Follow any prompts.
13. Click Finish.
14. If prompted, select the option to restart your computer.

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Launching Capture If you are not using the Index Only or Auto Import editions, be sure your
Pro Software scanner is turned on and is attached properly to the PC. If you purchased an
optional hardware key, make sure it is inserted into a USB port on your
computer.

• Double-click the Capture Pro Software icon on your desktop, or

• go to: Start > Programs > Kodak > Kodak Capture Pro
Software.

• Right-click the Capture Pro software icon on your desktop and select Run
as administrator.
NOTES:
• Network Edition clients will alert you that they are obtaining a license.
• Capture Pro Software Network Edition clients will perform the initial
synchronization with the Capture Pro Server Software.

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2 Job Setup

The Job Setup The Job Setup function allows you to set up the parameters for a job. This
function chapter provides information and procedures on how to select options on the
Capture, Index and Output tabs that allow you to setup a job with criteria that
meets your scanning needs. Once a job is setup, you can select a job that
meets the scanning and output requirements for a batch of documents.
To setup jobs for use with Capture Pro Software you need to access the Job
Setup dialog box. From Job Setup you can select an already-defined Job
Name and use it as a template to customize the jobs you need to use in your
environment.

There are three predefined jobs that come with Capture Pro Software:
Ready to Scan — allows you to start scanning documents without any setup
using default settings. This job does not have any indexes defined and places
all scanned images in a folder structure under the C:\ScanPro directory.
Scan to PDF — similar to Ready to Scan, except when documents are
scanned, the first page will be displayed in the Image Viewer and you will be
prompted for a filename to be entered as index data. The index data is used as
the filename when documents are output.
Scan to e-mail — similar to the Scan to PDF except a PDF file will be created
and will be included as an attachment to an e-mail. When the scan is
complete, the e-mail software application will be opened with the scanned
attachment and be ready to send to an e-mail address from your e-mail
account.
Depending on what you want to do, you can select one of these job setups to
use as a starting point to setup your job.

Accessing a job • Click File > Job Setup. The Job Setup dialog box will be displayed.
setup

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The Job Setup dialog The following information is common to all tabs on the Job Setup dialog box:.
box

Job name — lists the predefined jobs and other jobs that have been defined in
the drop-down list.
The Job Setup dialog box has three tabs: Capture, Index and Output.
Detailed information on how to use these tabs can be found in the following
sections.

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 • The Index tab allows you to define index fields at the batch and document
levels. The Database Lookup tab allows you to specify the data source,
define how the lookup is performed and what data is used to populate index
fields or validate the contents of index fields. See “Job Setup: Index tab”
later in this chapter.
• The Output tab allows you to setup Destinations and Advanced options for
the job setup. See “Job Setup: Output tab” later in this chapter.
Icons

Add: allows you to add a new job setup.

1. Click the Add icon.
2. Enter a name for the new job setup and click Save.
3. Using the Capture, Index and Output tabs set up your
criteria for this job setup. See the sections that follow for
detailed information about each of these tabs.
4. Click OK when finished.
NOTE: The last character of the job setup name cannot be a
period (.).
Rename: allows you to rename the currently selected job setup.
You cannot rename a job that is open.
1. Select a job setup you want to rename from the Job Name
drop-down list.
2. Click the Rename icon.
3. Enter a new name for the job setup and click OK.
NOTE: The last character of the job setup name cannot be a
period (.)
Delete: allows you to delete the selected job setup. You cannot
delete a job setup if it is open, or until all batches are processed
or deleted.
1. Select a job setup you want to delete from the Job Name
drop-down list.
2. Click the Delete icon. A confirmation box will be displayed.
3. Click Yes to confirm the deletion.

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 Export: allows you to export the job setup to a different location
while still saving it in Capture Pro Software.
1. Select a job setup from the Job Name drop-down list.
2. Click the Export icon. The Export dialog box will be
displayed.

3. Click Browse to navigate to the destination folder where you

want the job setup exported.
4. The export name will be filled in with the job name that you
are exporting. If you want to change that name, enter the
new name in the Export name field.
NOTE: Directory and Files is the only Export type available at
this time.
5. Click OK. A message will be displayed to notify you that the
export was successful.
Import: allows you to import a job setup into Capture Pro
Software from another location.
1. Click the Import icon. The Import dialog box will be
displayed.

2. Click Browse to navigate to an exported job setup you want

to import.
3. The import name will be filled in with the job name that you
are importing. If you want to change that name, enter the
new name in the Import name field.
NOTE: Directory and Files is the only Import type available
at this time.
4. Click OK. A message will be displayed to notify you that the
import was successful.
NOTE: If you are importing a job that uses a different scanner
model than the one you are using, any scanner-specific
settings (i.e., printer/counter settings) must be
reconfigured.

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 After making all your job setup entries, click:
More Output destinations — this button is only displayed on the Output tab.
When clicked, displays less frequently used and third party system output
destinations.
SharePoint Index Setup Wizard — provides a quick, easy way of configuring
a Capture Pro Software job setup for use with your existing SharePoint site.
For more information, see “Using the SharePoint Index Setup wizard” later in
this chapter.
OK — closes the dialog box and saves your entries.
Cancel — closes the dialog box without saving any changes.
Apply — saves your changes, but the dialog box remains open.

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Job Setup: The Capture tab allows you to make General, Batch, Bar Code, OCR & Mark
Capture tab Detection, Separation and Scanner settings.

• General — allows you to define the way images will be stored after
scanning.
• Batch Settings — allows you to define the batch name format for the job
setup and put limits on the numbers of batch documents or document
pages.
• Bar Code, OCR & Mark Detection — allows you to create and modify bar
code, OCR and mark detection zones and set them up for use.
• Separation — allows you to set up batch and document separations by:
count, blank page, bar code zone, OCR zone, or patch code.
• Scanner — allows you to create settings for image addressing and printing
on scanners with those capabilities. Scanner settings such as image
address, printer, and patch settings should always be done in Job Setup and
not in Page Setup. Conflicting settings will default to Job Setup settings.
• Sort — allows you to identify how you want to sort pages and documents for
a job. Sorting can be physical (automatic) sorting on scanner models that
support multiple output trays (e.g. Kodak i5x50S) or can be manual sorting.
Several kinds of sort rules can be added to your job.

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General settings — Select General on the Capture tab to make or change the following settings:
Capture tab

Scanned image location — displays the current location where scanned

images will be stored for the selected job. If you do not want images scanned
in the displayed location, click Browse to select another location.
Output image location — allows you to select the final destination for your
output images. If you do not want the images to go to the displayed location,
click Browse to select another location.
Description — allows you to enter any important notes as a reminder of the
settings for this job setup.
Page setup — sets the selected default page setup when a new batch is
opened. The list of page setups available to the user during scanning may also
be selected. Select Setup to display the Select Page Setup dialog box. Use
the Add Item and Remove Item buttons to build a list of Selected Page
Setups from the Available Page Setups list. When finished, click OK.
From the Page setup drop-down list, select the default page setup that will be
used when a new batch is opened.
• Automatically close batch after scanning is finished — if checked,
closes the batch in Batch Explorer and the Image Viewer when the scanner
transport stops.
• Automatically output when batch is closed — if checked, processes the
batch to output immediately after the batch is closed.
• Keep batch after output — if checked, saves the batch in the scanned
image location and also creates the output batch.
• Add scanned pages to the last document in the batch — if checked,
adds all subsequent pages scanned to the last document in the batch.

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Batch settings — Select Batch Settings on the Capture tab to define the batch naming format
Capture tab for this job and set limits on the number of batch documents or document
pages. For example, if you know that all of your batches contain 100
documents, setting limits will alert you if your batch does not match the number
of documents you are expecting in a batch.

• Batch naming — make the following selections:

- Batch name — select a batch name from the drop-down list. The
Standard batch name is “BatchXXX”. If you want to change your batch
name to “Invoices” and the date, you would click Setup to open the
Standard Setup dialog box. From this dialog box, you can make these
settings. See “Changing the Batch naming settings” for procedures.
- Next batch number — enter the desired next batch number.
The actual batch number is determined at the time the batch is created.
You will not be able to enter a value if Enable Job Level batch
numbering is unchecked. See “Setting up your Workstation” in Chapter
2 of the User’s Guide for Kodak Capture Pro Software.
• Limits - Documents per Batch — make the following selections:
- Numbers: enter or select the minimum and maximum number of
documents that you want to allow in a batch.
- Warn: enter a document number to serve as a warning that the batch is
approaching its maximum number of documents. When scanning
exceeds this limit (by one or two documents), scanning will stop.
• Limits - Pages per Document — make the following settings:
- Numbers: enter or select the minimum and maximum number of pages
that you want to allow in a document.
- Warn: enter a page number to serve as a warning that the document is
approaching its maximum number of pages. When scanning exceeds this
limit (by one or two pages), scanning will stop.
• Reset document ID: check this box to reset the document counter to 0.

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Changing the Batch naming When you select Standard and Setup from the Batch naming field, the
settings Standard Setup dialog box will be displayed where you can add or delete
values to the batch name.

The Predefined values list provides values that you can select to add to the
text formula currently in use. You can add any number of items to the batch
name by selecting the item you want from the Predefined values list.
For example, if you want your batch to be labeled with the User name, date
and time, enter the following:
User name, Date (dd), Date (yy), Time24 (HHmmss)
The result would be: John Smith0409115503.
To add a value:
1. Select the value you want to add from the Predefined values list.
2. Click Add Item. The item will be added to the formula.
NOTE: When specifying a path name, the limit is 248 characters.
3. If you want to add more values, repeat Steps 1 and 2.
NOTE: The Add leading zeros and Number length fields become available
when you select the Batch counter value.
4. If applicable, click Add leading zeros to add zeroes the left side of your
sequence number.
5. If applicable, enter a value in the Number length field to limit the number of
predefined values allowed in the text formula.
6. Click OK when finished.
NOTES:
• Clicking Delete Item will remove the last predefined value from the text
formula.
• Clicking Delete Formula will remove the text formula.

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 When you select Daily Counter Reset and Setup from the Batch naming field,
the Daily Counter Reset Setup dialog box will be displayed where you can add
or delete values to the batch name and select the reset value.

The Predefined values list provides values that you can select to add to the
text formula currently in use. You can add any number of items to the batch
name by selecting the item you want from the Predefined values list. To enable
Daily Counter Reset you must select the predefined value Batch Counter.
When Batch Counter is selected, the counter will increment for each new
batch. When Reset batch number every day is selected, the Batch Counter
will reset to the value specified by Reset value at the start of each day.
NOTES:
• To avoid duplicate batch names, the Text Formula should include at least
one value that changes daily. For example, if you want your batch to be
labeled with the date and an incrementing number, enter the following:
Date(yyyy), Date(MM), Date(dd), Batch counter
For the first batch of the day the result would be: 20120528001
The second batch will be: 20120528002
The first batch of the following day will be: 20120529001

• When using a Kodak Scanner or Alaris Scanner with an imprinter, the Daily
Counter Reset will also reset the scanner counter to a value of 1 at the start
of each day.

16 A-61993 March 2022

 To add a value:
1. Select the value you want to add from the Predefined values list.
2. Click Add Item. The item will be added to the formula.
NOTE: When specifying a path name, the limit is 248 characters.
3. If you want to add more values, repeat Steps 1 and 2.
NOTE: The Add leading zeros and Reset batch number every day
become available when you select the Batch counter value.
4. If applicable, click Add leading zeros to add zeros to the left side of your
sequence number.
5. If applicable, enter a value in the Number length field to limit the number of
predefined values allowed in the text formula.
6. If applicable, click Reset batch number every day to have the sequence
number reset to a specific value at the start of each day.
7. If applicable, enter a value in the Reset value field to specify the starting
sequence number to be used at the start of each day.
NOTES:
• Clicking Delete Item will remove the last predefined value from the text
formula.
• Clicking Delete Formula will remove the text formula.

Bar Code, OCR & Mark See “4 Bar Code, OCR and Mark Detection Setup” for information on
Detection settings — configuring your bar code, OCR and mark detection settings.
Capture tab

Separation settings — The Separation option on the Capture tab allows you to identify how you want
Capture tab to separate batches and documents for a job. There are several ways to add
separators to your batches. The following list provides the options you can use
to create separation settings in Capture Pro Software:
• with a bar code zone (see “4 Bar Code, OCR and Mark Detection Setup”)
• with an OCR zone (see “4 Bar Code, OCR and Mark Detection Setup”)
• with Patch codes 2, 3 or T (see “3 Patch Setup”)

• by automatically counting pages in a document(s) in a batch (set this option

up using the By Count option)
• with a blank page (set this option up using the By Blank Page option)

• by selecting Document>New or Batch>Next

• by pressing Enter during scanning
• by right-clicking on a page file in the Batch Explorer and clicking Split

The sections that follow provide information and procedures for using Capture
Pro Software to automatically separate documents or batches by counting
pages and how to use blank page separation.

A-61993 March 2022 17

By Count The By Count separation setting on the Capture tab allows you to enter the
number of documents that each batch will contain, and the number of pages
each document will contain.
1. Choose Batch Level and/or Document Level.

2. Click Every at the Batch Level and enter the number of documents that
the batch must contain before a new batch is created.
3. Click Every at the Document Level and enter the number of pages that a
document must contain before a new document is created.

18 A-61993 March 2022

By Blank page When scanning images, you can insert blank pages to serve as separators.
Capture Pro Software can recognize blank pages and use them to start new
batches, start new documents, or create attachments to documents.
To use this method enable the By Blank Page option and select the desired
settings.

When you are simultaneously scanning black and white and color/grayscale
images, Capture Pro Software can use either black and white or the color
image to determine a blank page. When the software detects a blank page, all
four images (Color front; Color back; Black and White front; and Black and
White back) of the page are either deleted or attached to the new/current
document, depending on the settings you created.
The size (in bytes) of both the front and back images of a page must fall below
the entered byte value for Capture Pro Software to recognize the page as
blank. If the software does not recognize a blank page, it will ignore it as a
separator.
NOTE: It is recommended that you test these values to ensure that the
software will detect your blank pages as a separator. See “Testing your
settings”for procedures.
Blank Page Image Separator when — activates blank page separation.
• Image size (byte) is below — creates blank page separations based on the
size (in bytes) of the blank page image. Specify the maximum amount of
data (bytes) an image can contain and still be considered blank for each
image type (Black & White, Color/Grayscale) that you will be scanning.
The image size is checked against the raw image coming from the
scanner before operations are performed.
- Black & White: enter the maximum image size in bytes for black and
white. By default, 3000 bytes is suggested for black and white images.
- Color/Grayscale: enter the maximum image size in bytes for color or
grayscale. The maximum image size that can be specified is 1,000,000
bytes (1 MB) to allow for blank page separation when color scanning.
100,000 bytes is recommended.

A-61993 March 2022 19

 • Image content (%) is below — creates blank page separations based on
the percentage of image content in the blank page image.
NOTE: If the pages you are scanning are different sizes, a small page may
fall below your blank image byte count even though it contains data.
In this case, you may want to describe a blank image by
specifying% content rather than byte size.
- Black & White: enter the percentage limit for black and white images.
- Color/Grayscale: enter the percentage limit for color and grayscale
images.
Test — opens the Test Image dialog box, which allows you to scan and test
the blank page that is being used as a separator that will be considered blank
when compared against the Image content (%) settings. Use this option to
verify that the software considers the page to be blank. See “Testing your
settings” for more information.
What to do if a page is blank — select one of the options as the next step
after the software recognizes a blank page separation.
• Create a new batch — creates a new batch when a blank page is detected.
• Create a new document — creates a new document when a blank page is
detected.
• Next page stays in current document — deletes the blank page.
• Delete page — when checked, the blank page will not be included in the
batch or document that you are separating on.

Testing your settings 1. Place a document in the scanner that is representative of the document
you want to test for blank page separation.
2. Click Test to display the Test Image dialog box.

3. Click the green Scan button. The results will be displayed in the Test result
box.
• The image is: indicates if the image is Blank or Not Blank.
• Image size is - (bytes): the size of the test image in bytes.
• Content is - %: the percentage of content in the test image.
4. Evaluate the values displayed in the Image size is - (bytes) and/or
Content is - % test result area and click Close.
5. Based on the results, readjust your entered values as needed and click
OK.

20 A-61993 March 2022

Sort settings — Capture On the Job Setup screen, Capture tab, the Sort option allows you to identify
tab how you want to sort pages or documents for a job setup. Sorting can be
physical sorting on scanner models that provide multiple output trays (e.g.
Kodak i5x50S scanner) or can be manual sorting.
Sorting results in different treatment at scanner output:
• The sorted page or document is diverted to a different tray (for physical
sorting).
• The scanner is stopped and instructions are shown to the user for the sorted
page/document (for manual sorting).
The following list provides options you can use to create sort settings in
Capture Pro Software:
1. By multifeed
2. By size
3. By patch code
4. By bar code
5. By document index
If multiple sort options are configured, the sort order will be as listed above. For
all sort options excluding document index, the sort is by page. For document
index sorting, the entire document will be sorted to the defined bin or instructed
manually.
When the scanner supports physical sorting and sorting is configured, the
Default Destination should be defined on the Sort – General page.
NOTE: The Paper destination (the default paper tray) will be enabled only
when the scanner model supports physical sorting (e.g. a Kodak
i5x50S scanner).

The sections that follow provide information and procedures for using Capture
Pro to automatically sort pages or documents.

A-61993 March 2022 21

By Multifeed In the left pane of the Capture tab, choose Sort By Multifeed. For this sorting
option, multifeed detect must be enabled in the scanner driver (see the TWAIN
or ISIS documentation for your scanner).

To enable Sort by Multifeed, select the Sort by Multifeed radio button. If the
scanner supports physical sorting (e.g. the Kodak i5x50S scanner), then the
Destination field will list the trays supported by scanner, and the Message
fields will be hidden. If physical sorting is not supported by your scanner, then
the Destination drop-down will contain Pause and Continue and Stop, and the
Message field will be displayed and enabled. If Pause and Continue is
selected, then you must define the number of Seconds you want scanning to
pause for before the scanner restarts.
During Scanning: When Sort by Multifeed is enabled and a multifeed is
detected by the scanner:
• For scanners that support physical sorting, the page will go to the
Destination Tray defined for Physical sorting and scanning will continue.
• For manual sorting and Destination is Pause and Continue, scanning will
stop, the configured message will display for the specified number of
seconds and close, then scanning will resume.
• For manual sorting and Destination is Stop, scanning will stop and the
configured message will display. Button options will be Continue scanning or
Stop.

22 A-61993 March 2022

By Size In the left pane of the Capture tab, choose Sort By Size. To enable this option,
choose the Sort by Size if radio button and select Add to configure size rules.
On this screen, each row of the table shows what size page that rule is applied
to and where the page will go (for physical sorting) or the message that will be
displayed and the scanner action (for manual sorting).

Add — Display the Add Size dialog box to enable definition of a size sorting
rule.

• Dimension: Choose Length or Width (if supported). For scanners that

support physical sorting (e.g. i5x50S), sort by Length is supported.
• Comparison: Less than, Greater than, or Between.
• Value: Enter the inches/mm value that will cause a page to be sorted.
• Destination, Message, and Seconds: If the scanner supports physical
sorting (e.g. the Kodak i5x50S scanner), then the Destination field will
list the trays supported by scanner, and the Message field will be
hidden. If the scanner does not support physical scanning, then the
Destination drop-down will contain Pause and Continue and Stop, and
the Message field will be displayed and enabled. If Pause and Continue
is selected, then you must define the number of Seconds you want
scanning to pause before the scanner restarts.
• OK: Add rule and close the Add Size dialog box.
• Cancel: Close the Add Size dialog box without adding rule.
NOTE: For scanners that support physical scanning, up to two size sorting
rules may be defined.

A-61993 March 2022 23

 Edit — Open selected rule for editing in the Add Size dialog box.
Delete — Remove the selected rule.
Move Up / Move Down — Move the selected rule up or down in the list. Order
may be important: the first rule that is met will be applied.
During Scanning: When Sort by Size is enabled and a size rule is met, the
action below will be taken. Subsequent pages will be evaluated for sorting
rules:
• For scanners that support physical sorting, the page will go to the
Destination tray defined for physical sorting. Scanning will continue.
• For manual sorting and Destination is Pause and Continue, scanning will
stop, the configured message will display for the specified number of
seconds and close, then scanning will resume.
• For manual sorting and Destination is Stop, scanning will stop and the
configured message will display. Button options will be Continue scanning or
Stop.

By Patch Code In the left pane of the Capture tab, choose Sort By Patch Code. To enable
this option, choose Sort by Patch Code if. Select Add to configure patch
code rules. The sorting rules define how to handle patch code sheets. On this
screen, each row of the table shows what patch code that rule is applied to,
whether the patch code image is kept, and where the patch code page will go
(for physical sorting) or the message that will be displayed and the scanner
action (for manual sorting).

24 A-61993 March 2022

 Add — Display the Add Patch Code dialog box.

• Patch Code: For scanners that support physical sorting, the Patch
Code pull down contains All, T, 1, 2, 3, 4 or Toggle, 6, 10, 11, 12, 13,
14, 15. For scanners without physical sorting, the pull down contains 1,
2, 3, T.
• Delete patch image: Check if the image of the patch code should be
deleted.
• Destination, Message, and Seconds: If the scanner supports physical
sorting (e.g. the Kodak i5x50S scanner), then the Destination field will
list the trays supported by scanner, and the Message field will be
hidden. For scanners without physical sorting, the Destination drop-
down will contain Pause and Continue and Stop, and the Message field
will be displayed and enabled. If Pause and Continue is selected, then
you must define the number of Seconds you want scanning to pause
for before the scanner restarts.
• Sheets after the patch to sort: allows you to select which sheets of
paper, immediately following the patch sheet, will be sent to the
Destination you set up. This feature will only enable for physical sorting
(e.g. Kodak i5x50S).
- (none)
- Specified Number: allows you to select an exact number of sheets
from 1 to 99.
- All Until This Patch: indicates every sheet of paper is sent to the
Destination, up to the next sheet of paper when this rule's patch is
detected.
NOTE: Use this option if you have an unknown number of consecutive
pages in your document set that you want to sort. In this case,
obtain two patch sheets with this patch type, then place one
patch sheet before the pages to sort and place the other patch
sheet after the pages to sort.
- All Following: indicates every sheet of paper after the patch sheet
is sent to the destination, until the scanning session ends.
NOTES:
• Sorting that is in progress will continue until finished. So if you have a
rule to sort a specific number of sheets, and a second sorting rule is met
before that number of sheets has been sorted, the second rule will be
ignored.
• Sorting will be terminated by any of the following events: Stop
scanning, Multifeed that stops scanning or Jam the stops
scanning.

A-61993 March 2022 25

 Destination: the output location to deliver each sheet that this patch sorting
rule is applied to.
NOTE: Destination is available only when Sheets After the Patch to Sort is not
(none).
OK: Add rule and close Add Patch Code dialog box
Cancel: Close Add Patch Code dialog box without adding rule.
Edit—Open selected rule for editing in the Add Patch Code dialog box.
Delete — Remove the selected rule.
Move Up / Move Down — Move the selected rule up or down in the list. The
first rule that is met will be applied.
During Scanning: When Sort by Patch Code is enabled and a size rule is met,
the action below will be taken. Subsequent pages will be evaluated for sorting
rules:
• For scanners that support physical sorting, the page will go to the
Destination tray defined for physical sorting. Scanning will continue.
• For manual sorting and Destination is Pause and Continue, scanning will
stop, the configured message will display for the specified number of
seconds and close, then scanning will resume.
• For manual sorting and Destination is Stop, scanning will stop and the
configured message will display. Button options will be Continue scanning or
Stop.

26 A-61993 March 2022

By Bar Code In the left pane of the Capture tab, choose Sort By Bar Code. The sorting
rules define how to handle pages with bar codes.
If your scanner will do physical sorting (e.g. a Kodak i5x50S scanner), you will
see the following dialog box.

Choose Sort by bar code type. The TWAIN driver UI will display, enabling
you to set up bar code sorting rules.
If you add bar code rule(s) and select OK in the TWAIN dialog box, then Sort
by bar code type will remain enabled, and the text next to the Settings button
will say (Settings are configured). If you do not save a bar code rule in the
TWAIN dialog box, then the Off radio button will be selected automatically,
since nothing was configured. The Settings button is enabled only when one
or more bar code sorting rules have been saved. Use the Settings button to
re-enter the TWAIN driver bar code sort tab.
Bar code sorting that you set up in the TWAIN UI will be stored in the Job
Setup definition for your scanner type.

A-61993 March 2022 27

 If your scanner will not do physical sorting, the following dialog box will let you
set up bar code sorting rules:

Choose Sort by Bar Code Zone if to set up manual sorting rules based on
one or more predefined bar code zones. Select Add to configure bar code
sorting rules. The rules are saved in the Job Setup definition for non-sorting
scanners. On this dialog box, each row of the table shows which bar code
zone the rule is applied to, the sorting condition, and the message that will be
displayed.

28 A-61993 March 2022

 Add — Open the Add bar code zone dialog box.

• Bar code zone: List of bar code zones defined in Bar Code setup.
• Comparison: Choose an option from the list. Options for the next field,
Value, will change based on the Comparison option chosen:
Comparison Selection Value Entry
Value between Controls to enter min and max values or lengths
Length between
Value contains Text box
Value does not contain
Value starting with
Value ending with
Length equal to Control for one length or value
Length not equal to
Length less than
Length greater than
Value equal to
Value not equal to
Value less than
Value greater than

• Destination: Pause and Continue or Stop.

• Message: Enter a message to display to the scanner operator (e.g.
“Remove bar code page.”)
• Seconds: If the Destination is Pause and Continue, then you must
define the number of Seconds you want scanning to pause before the
scanner restarts.
• OK: Add rule and close Add bar code zone dialog box.
• Cancel: Close Add bar code zone dialog box without adding rule.
Edit — Open selected rule for editing in the Add bar code zone dialog box.
Delete — Remove the selected rule.
Move Up / Move Down — Move the selected rule up or down in the list. The
first rule that is met will be applied.

A-61993 March 2022 29

 During Scanning: When Sort by Bar Code is enabled and a bar code rule is
met, the action below will be taken. Subsequent pages will be evaluated for
sorting rules:
• For scanners that support physical sorting, the page will go to the
Destination tray defined for physical sorting. Scanning will continue.
• For manual sorting and Destination is Pause and Continue, scanning will
stop, the configured message will display for the specified number of
seconds and close, then scanning will resume.
• For manual sorting and Destination is Stop, scanning will stop and the
configured message will display. Button options will be Continue scanning or
Stop.

By Document Index In the left pane of the Capture tab, choose Sort By Document Index. Select
Add to configure document index rules. On this screen, each row of the table
shows which index that rule is applied to, the comparison to be made, the
value to be used for the comparison, and where the document will go (for
physical sorting) or the message that will be displayed and the scanner action
(for manual sorting).

Add — Show the Add Document Index dialog box.

• Index: List of defined document index fields.

30 A-61993 March 2022

 • Comparison: Choose an option from the list. Options for the next field,
Value, will change based on the Comparison option chosen:
Comparison Selection Value Entry
Is Empty Value field does not appear
Has Value
Is Between Enter high and low values
Equal To Enter one value
Not Equal To
Is Less Than
Is Greater Than
Contains

• Destination, Message, and Seconds: If the scanner supports physical

sorting (e.g. the Kodak i5x50S scanner), then the Destination field will
list the trays supported by scanner, and the Message field will be
hidden. For scanners without physical sorting, the Destination drop-
down will contain Pause and Continue and Stop, and the Message field
will be displayed and enabled. If Pause and Continue is selected, then
you must define the number of Seconds you want scanning to pause
before the scanner restarts.
• OK: Add rule and close Add Document Index dialog box.
• Cancel: Close Add Document Index dialog box without adding rule.
Edit — Open selected rule for editing in the Add Document Index dialog box.
Delete — Remove the selected rule.
Move Up / Move Down — Move the selected rule up or down in the list. The
first rule that is met will be applied.
During Scanning: When Sort by Document Index is enabled and a document
index rule is met:
• For scanners that support physical sorting, the page with the document
index will go to the Destination tray defined for physical sorting. Scanning
will continue.
• For manual sorting and Destination is Pause and Continue, scanning will
stop, the configured message will display for the specified number of
seconds and close, then the next page will be scanned.
• For manual sorting and Destination is Stop, scanning will stop and the
configured message will display. Button options will be Continue scanning or
Stop.
NOTE: For all the other sorting options, the page that is “sorted” — diverted to
the destination tray — is the single page that satisfies the rule. For
Document Index sorting, an entire document (as defined in Capture
Pro) is affected by the sorting rule. The document could contain one or
many pages. Pages are diverted to the destination until a document
index that does NOT meet the rule is recognized. At that point scanned
pages return to output in the normal destination.

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Job Setup: Indexing allows you to add data processing functions to your scanning,
Index tab capturing and outputting of images at the document and batch level.
You can setup indexing formulas that check the accuracy of metadata
contained in OCR, bar code and mark detection zones. If OCR, barcode or
mark detection reading misinterprets data, the indexing formula can catch the
errors and stop the scan.
You can also setup indexing formulas that output your images to different
locations based on metadata.
• For information on creating input formats, see “Input formats” later in this
section.
• For information on creating output formats, see “Output formats” later in this
section.
• For information on setting up indexes for output to SharePoint, see “Using
the SharePoint Index Setup wizard” later in this section.
The Index tab on the Job Setup dialog box allows you to define an index field
at the Batch level and Document level. Index fields are setup the same way
for Batch level and Document level.
Following are descriptions of the fields on the Index tab:

Action when audit fails—select the action you want the scanner to take when
an audit fails.
• Continue scanning: keep scanning even when the audit finds illegal index
values.
• Stop scanning: stop scanning and automatically enter Index Editing mode
when the audit finds illegal index values.
Bypass audit during navigation—when checked, disables the audit function
when navigating through documents in the Batch Explorer. The term "audit"
refers to the verification system that verifies all index values comply with the
input/output format.

32 A-61993 March 2022

 The Indexes field displays the values that are setup for each index: Name,
Type, Default Value, Input Format, Output Format, Read-only, and Hidden.
You can edit, delete and move a value up or down in the list or add a new
value by using the following buttons:
• Add: opens the Document Add Index Field dialog box to create a new index
field in a document or the Batch Add Index Field dialog box to create a new
field in a batch.
• Edit: opens the Document Edit Index Field dialog box to modify an index
field in a document or the Batch Edit Index Field dialog box to modify an
index field in a batch.
• Delete: removes the selected index field.
• Move up: moves the selected index field up one position in the index list.
• Move down: moves the selected index field down one position in the index
list.

Adding a document To add a document index field:

index field 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job from the Job Name drop-down list and open the Index tab.
3. Open the Document tab.
4. Click Add. The Document - Add Index Field dialog box will be displayed.

5. Enter the name of your index in the Label field.

6. Enter any notes or comments in the Description field.

A-61993 March 2022 33

 7. Select either Single Value, Drop-down list, Drop-down list, multiple
selection or an index API (if available) from the Type field. Single Value
allows to you enter any value. Drop-down list allows you to set up a fixed
list of values to choose from (e.g., if you want to provide a list of countries
to choose from). Drop-down list, multiple selection is similar to Drop-
down list, except you will be able to select multiple values from the list.
NOTE: If you created your own index API it will appear in the Type drop-
down list. When you select an index API, the Setup button will
become available. Click the Setup button to make any
configuration changes.
8. If you selected Single Value, you can check Read only to make this index
non-writable. This protects crucial information from being deleted by users.
9. Check Required to make this index a must-have check item.
10. Check Double Entry to allow an additional data entry of the index field. For
more information, see “Double data entry” later in this chapter. The Field
Type must be Single Value and the field may not be Read only or Hidden.
Automatic indexing on the first data entry may be set up to specify an
OCR, Bar Code, or OMR zone.
11. If you selected Single Value, you can check Hidden to hide this index
from users. This protects sensitive information.
12. Enter a number to define the shortest valid length of the index field in the
Minimum index field length field.
13. Check the Check field during scanning box if you want the system to
check index fields when scanning pages.
14. Enter a predefined value in the Default value field or click Setup to display
the Default Value Setup dialog box and set your own values.

NOTE: If you created a bar code, OCR or mark detection zone, it will be
displayed in the Predefined values list (e.g., BC_[zonename] or
OCR_[zonename]. To use a bar code/OCR zone for an Index field,
you must assign the appropriate BC_[zonename]/
OCR_[zonename] as a default value for the index field. You may
need to scroll to the bottom of the Predefined value list to see the
Bar code/OCR/Mark detection index fields.

34 A-61993 March 2022

 Use the Default Value Setup dialog box to create or revise a formula for the
default value of the index field.
• Select a predefined value from the Predefined Values list. The Default
Value Formula (if any) will be displayed on the right side of the box.
• Click Add Item.
NOTE: Delete Item removes the last predefined value that was added
to the Default Value Formula; Delete Formula removes the
entire Default Value Formula.
• Click OK when finished. The revised formula will be populated into the
Default Value text box.
15. Enter your input format. See “Input formats” later in this chapter for more
information.
16. Enter your output format. See “Output formats” later in this chapter for
more information.
17. If you want to define Substitute Characters, click Setup to define
character pairs for automatic substitution. The Substitute Characters Setup
dialog box will be displayed.

• Original column—lists the old characters to be replaced. Select an

original character from the drop-down list at the bottom of the column.
Select the character that you want to replace with a substitute character.
You can select <Space>, <Linefeed> or <Tab>. An original character
can appear only once in the Original column.
• Substitute column—lists the new characters to be put in. Select a
substitute character from the drop-down list at the bottom of the column.
Select <Space>, <Linefeed>, <Tab> or <Replace>. A substitute
character may appear more than once in the Substitute column.
• Add—click to add the original and substitute character pair that you
selected from the two drop-down lists. If you only selected an original
character, Capture Pro Software will default to <Replace> as the
substitute character.
• Delete—deletes the highlighted original and substitute character pair
from the Original and Substitute columns.

A-61993 March 2022 35

 18. If you want to define a value list for the index field, click Setup next to the
List box. The List Setup dialog box will be displayed.

You can select to manually enter list values or import a list of existing
values from an ODBC-compliant data source or a SharePoint library.
Manual entry
• Enter the desired value in the text box in the Value column.
• Enter a description of the value in the text box in the Description
column.
• Click Add to add the value and description pair that you entered in the
two text fields. If you did not create a description, that row in the
Description column will be blank.

Importing a list
• Click Import List.
• Create a new SharePoint or ODBC connection or select and existing
connection.

• Click Next.
• Select the column that will be used to populate the Value field and
select a column that will be used to populate the Description field.

36 A-61993 March 2022

 • Click Import. All unique values and the associated descriptions, if
specified, will be imported. If a matching value is already in the list, it will
not be replaced by the imported value. Imported values will be
appended to the list.

NOTE: Click Delete if you want to remove a value or click Delete All to
delete all entries in the list.
• Check Allow any value if you want to set no limitation on index values.
• Select an Indexing action from the drop-down list: Use value only, Use
description only or Use value and description.
• Click OK when finished and return to the Document - Add Index Field
dialog box.
19. Click OK on the Document - Add Index Field dialog box. The new
document index information will be displayed in the table in the Document
tab.
NOTE: To sort the table in ascending or descending order, click on the
appropriate column header. If you click on the Value column
header, the table will be sorted by the values in the Value column.
If you click on the Description column header, the table will be
sorted by the values in the Description column.
20. Click OK to save and exit the Job Setup dialog box.

A-61993 March 2022 37

Editing a document To edit a document index field:
index field 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job from the Job Name drop-down list and open the Index tab.
3. Open the Document tab.
4. Select an index field.
5. Click Edit. The Document - Edit Index Field dialog box will be displayed.

6. Change the information in the dialog box as desired and click OK.

38 A-61993 March 2022

Adding a batch index To add a batch index field:
field 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job from the Job Name drop-down list and open the Index tab.
3. Open the Batch tab.
4. Click Add. The Batch - Add Index Field dialog box will be displayed.

5. Complete the information in the dialog box and click OK. See “Adding a
document index field” earlier in this chapter for detailed field descriptions.
6. Click OK to save and exit the Job Setup dialog box.

A-61993 March 2022 39

PDF Properties The PDF Properties tab allows you to specify a value for each document
bookmark or to assign index values to PDF properties meta data.
NOTE: For this feature to work effectively, be sure Group by Multi-Page for
each Batch is selected in the PDF Setup dialog box. See “Setup
options for File (1) and File (2)” later in this chapter.
The PDF properties Title, Subject, Author, and Keywords may be mapped to
system values, document indexes, or batch indexes. Use the Setup button for
each field, to display a dialog box where you can define the mapping.

To define Title, Subject, Author, or PDF Bookmark:

1. Click Setup to display the Set PDF Bookmark Value dialog box.

2. Select the desired predefined value from the list and click Add Item.
3. Click OK when finished.

40 A-61993 March 2022

 To define Keywords:
1. Click Setup to display the Set PDF Keyword Values dialog box.

2. To add to the currently highlighted keyword formula, select the desired

predefined value(s) from the list and click Add Item.
3. Click Delete Item to remove the predefined value at the end of the
highlighted formula.
4. To create a formula for a new keyword, select the desired predefined
value(s) from the list and click New Keyword.
5. Click Delete Keyword to remove the highlighted keyword formula from the
table.
6. Click OK when finished.
7. Click Cancel to lose your changes and close the dialog box.

A-61993 March 2022 41

Double data entry Double Entry allows for two index entry operators to index the documents
separately to improve the accuracy of the index data.
When scanning is complete, the operator selects Index1 from the Index menu
to indicate that the batch is ready for the first index operation.
The first index operator enters the index values for the batch and for each
document. When complete the index operator selects Index2 from the Index
menu to indicate that the batch is ready for the second index operation.

Double entry setup To use Double Entry one or more batch or document index fields must
configured for Double Entry.
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job from the Job Name drop-down list and open the Index tab.
3. Open the Batch or Document tab.
4. Select the desired Double Entry index field and click Edit. The Batch or
Document - Edit Index Field dialog box will be displayed.

5. Check the Double Entry checkbox.

NOTES:
• The Type must be Single Value.
• The index field may not be read-only, therefore, Read-only is disabled.
• The index field may not be hidden, therefore, Hidden is disabled.
• The only way to set up a default value for a double data entry field is by
using an automated index field such as OCR or bar code value. If that
behavior is desired, select the OCR zone or bar code zone in the Default
Value Setup dialog box.
• If any of the above configuration setting are not correct, the Double Entry
checkbox will be unchecked and disabled.

42 A-61993 March 2022

Double entry operation A job that has one or more batch or document index fields configured for
Double Entry is used to scan documents like any other job.
When document scanning is complete and the batch is ready for indexing the
operator selects Index>Index1. This changes the Batch Status from Available
to Index1, meaning the batch is ready for the entry of the first set of index
values.

When the first index operator has entered the index values for all documents
they will select Index>Index2. This changes the Batch Status from Index1 to
Index2, meaning the batch is now ready for the entry of the second set of index
values.

The second index operator will not see the values entered by the first index
operator.
If the value entered by the second index operator matches the first value, no
action is required and indexing continues.
If the first and second values do not match, the Entry Resolution dialog box will
be displayed and the correct entry is selected by the operator.
NOTES:
• If the scanning operator is also entering the first set of index values they will
need to select Index>Index1 followed immediately by selecting
Index>Index2 when scanning and the first index operation is complete.
• The comparison of the Index1 and Index2 values is case sensitive. For
example "UPPER CASE" is not a match to "Upper Case". Also leading
zeros are significant. For example, the value 123 is not a match to 0123.
• Double Entry index fields will have all leading and trailing white space
removed before the value is saved.
For example, if the value “ Shipment “ is entered, the value is saved as
“Shipment”. This means that if Index1 is entered as “ Shipment” and
Index2 is entered as “Shipment “ the values will be a match.

A-61993 March 2022 43

Entry resolution The Entry Resolution dialog box is displayed when the second index value
matches the first index value.

The index operator has the following choices:

• Select the entry made by the first index operator by selecting Entry1.
• Select the entry they made by selecting Entry2.

• Enter a new value in the New Entry field is neither entry is correct.
• Cancel and close the Entry Resolution dialog box if they do not want to
make a choice. If the decision is made to not resolve the mismatched index
value on one or more required index fields, the following message will be
displayed if an attempt is made to output the batch, One or more index
fields require Double Entry. You may not output the batch at this time.
Do you wish to enter Index Mode?
If none of the Double Entry fields are required, the Entry Resolution dialog
box will be displayed on output. All Double Entry index fields with entry
mismatches must be resolved before output.
NOTES:
• If a Double Entry field is not a required field then one or both of the index
entries may be left blank and the Entry Resolution dialog box will not be
displayed; there will be no error on output.
• If both Double Entry values are entered and do not match, the operator must
make a selection on the Entry Resolution dialog box before output.
• An index field enabled for Double Entry may not be used to perform a
Database Lookup or be a field verified or populated by Database Lookup.

44 A-61993 March 2022

Input formats An Input Format is a text expression used to audit the user input for a
particular index field. Its purpose is to prevent incorrect data from being
entered into index fields. The syntax of the input format can be one or a
combination of the following formats:
• Text formats
• Number formats
• Time formats
• Fixed string formats

Input Text formats #

#<maxlength>
#<minlength, maxlength>
# — used to represent a single character of a specific type. # may be one of
the following character types:
9: valid input character set includes '0', '1', ..., '9'
Z: valid input character set includes 'A', 'B', ..., 'Z'
z: valid input character set includes 'a', 'b', ..., 'z'
A: valid input character set includes all characters in Z and z type
C: valid input character set includes all characters in Z and 9 type
c: valid input character set includes all characters in z and 9 type
X: valid input character set includes all characters in Z, z and 9 type
?: valid input character set includes any characters
Examples
999999
Description — 6 numeric characters
Valid input examples
123456
888888
Invalid input examples
ABCDEF wrong character type
1234567 too long
12345 too short

ZZZ999?
Description — 7 characters, first three characters are uppercase alphabetic
letters, next three characters are numeric, last character is any character.
Valid input examples
BAT001%
BOX123a
Invalid input examples
BAT12b3 sixth character must be a numeric
Bat123a second and third letters must be uppercase alphabetic
characters
BAT12345 too long

A-61993 March 2022 45

 #<maxlength> — used to represent a variable length text value that has no
minimum length but may have a maximum length.
• If maxlength is 0, there is no limitation on the length of the input value.
• If maxlength is greater than 0, the length of the input value length must be
less than or equal to maxlength.
The maxlength may not be less than 0.
Examples
A<6>
Description — a string that may contain 6 or less alphabetic characters.
Valid input examples
A
ABCDEF
Invalid input examples
ABC123 last three characters must be alphabetic characters
ABCDEFG too long

?<0>
Description – any text value.
#<minlength, maxlength> — used to represent a fixed or variable length
input value that may have a minimum and maximum length.
• If minlength is 0, the input string may be empty.
• If minlength is greater than 0, the input value length must greater than or
equal to minlength.
• The minlength may not be less than 0.
• If minlength is equal to maxlength, the input value must have the specified
number of characters.
Examples
X<2,10>
Description — an input value that contains 2 to 10, upper or lower case
alphabetic or numeric characters.
Valid input examples
Batch0001
1234abcABC
A1
Invalid input examples
Batch-001 The ‘-‘ character is not a valid ‘X’ character
A too short
1234abcdABCD too long
AB Inc space character is not a valid ‘X’ character

46 A-61993 March 2022

 ?<3,0>
Description — a string that contains 3 or more characters of any type.
Valid input examples
ABC
+%=
ABC Company
[email protected]
Invalid input examples
A1 too short

A<4,4>
Description — a string of exactly 4 alphabetic characters. The same format as
AAAA.
9<0,3>
Description — a string of 3 or less numeric characters. String may be empty.
A<3,2>
Description — invalid input format, maxlength must be greater or equal to
minlength if maxlength is greater than 0.

Input Number formats #

#(min, max)
#(min, max]
#[min, max}
#[min, max]
# — used to represent one of the following number types:
i : integer number that may be positive or negative and does not contain a
decimal point
n : any number, positive or negative and may contain a decimal point.
The value range or precision of the number is limited by the operating system.
The valid number range is typically:
i : -2,147,483,648 to 2,147,483,647
n : 1.7 E ±308 ( 15 digits )
The min and max values define the range of the number value.
The value of min and max must be consistent with the number type. For
example, if the number type is i, both min and max must be a valid integer
number.
The character * may be used in place of min or max and represents an infinite
value or no limit.
The max value must be greater than or equal to the min value.
( : input value must be greater than min.
) : input value must be less than max.
[ : input value must be greater than or equal to min.
] : input value must be less than or equal to max.

A-61993 March 2022 47

 Examples
i
Description — any integer number.
Valid input examples
123
-456
Invalid input examples
123.456 must be an integer. Decimal values are not allowed
-123. integer values cannot have a decimal point

n
Description – any integer or decimal number.
Valid input examples
123
123.456
-123.

#(min, max) — used to specify a value that is greater than min and less than
max.
Examples
i(-100, 100)
Description — any integer number greater than –100 and less than 100.
Valid input examples
-99
0
99
Invalid input examples
-100 too small, must be greater than –100
-99.9 must be an integer (decimal not allowed)
100 too large, must be less than 100

#(min, max] — used to specify a value that is greater than min and less than
or equal to max.
Examples
i(-100, 100]
Description — any integer number greater than –100 and less than or equal
to 100
Valid input examples
-99
0
100
Invalid input examples
-100 too small, must be greater than –100
-99.9 must be an integer (decimal not allowed)
101 too large, must be less than or equal to 100

48 A-61993 March 2022

 #[min, max) — used to specify a value that is greater than or equal to min
and less than max.
Examples
n[-100, 100)
Description — any number greater than or equal to –100 and less than 100.
Valid input examples
-100
-99.9
99.9999
Invalid input examples
-100.1 too small, must be greater than –100
100 too large, must be less than 100

#[min, max] — used to specify a value that is greater than or equal to min
and less than or equal to max.
Examples
n[-100, 100]
Description — any integer number greater than or equal to –100 and less
than or equal to 100.
Valid input examples
-100
0
100
Invalid input examples
-100.1 too small, must be greater than or equal to –100
100.001 too large, must be less than or equal to 100

i[100, *)
Description — any integer number greater than or equal to 100
Valid input examples
100
1000
Invalid input examples
99 too small, must be greater than or equal to 100
100.5 integer values cannot have a decimal point

i(-1.0, +1.0)
Description — this is an invalid input format because the min and max are not
integer values as the “i” specifies.

n(+1.0, -1.0)
Description — this is an invalid input format because max is less than min.

A-61993 March 2022 49

Input time formats T<timeformat>
timeformat is a text string expression of the date/time value. The syntax can be
one or a combination of the following elements:
yyyy year (1000-9999)
yy year (00-99, for 00-79, it means 2000-2079, for 80-99, it means
1980-1999)
MM month (01-12)
dd day of month (00-31, validate date when year and month are available)
DDD day of year (001-366, validate date when year and month are available)
HH hour (00-23)
hh hour (01-12)
mm minute (00-59)
ss second (00-59)
TT AM/PM
T A/P
tt am/pm
t a/p
"text" text is a fixed text string.

The following date/time elements cannot be repeated in the timeformat. For

example, if you have selected yyyy for year date format, you cannot use yy or
another yyyy in the timeformat. This limitation includes:
yyyy and yy
dd and DDD
HH and hh
HH, TT, T, tt and t
Examples
T<yyyyMMdd>
Description — a full date.
Valid input examples
20051025
19000101
Invalid input examples
2005/10/25 unexpected character /
20051032 invalid date
20050229 invalid date (because the year 2005 was not a leap year)
00990101 date is earlier than 1000

50 A-61993 March 2022

 T<MMdd>
Description — a date without a year specified.
Valid input examples
1201
1231
0229
Invalid input examples
0001 invalid month
0230 invalid date of February regardless if it is a leap year
ABCDEF invalid text

T<HH":"mm":"ss>
Description — a time with : as separator.
Valid input examples
23:59:59
00:00:00
Invalid input examples
99:59:00 invalid hour
120000 no separator

T<hhmmsst>
Description — a full time.
Valid input examples
010000a
120000p
Invalid input examples
010000A A should be lower case
000000a invalid time
1355101 invalid hour must be 00-12
T<HHmmssTT>
Description — this is an invalid input format because HH represents 00 to 23
hours and TT represents AM/PM which is not valid with a 24-hour time string.

T<yyyyMMyyyy>
Description — this is an invalid input format for yyyy because it was used more
than once in a timeformat.

A-61993 March 2022 51

Input fixed string formats “text”
text is any text string. Because the start and end of the text string is defined by
the character “ (double quote), the double quote character is not allowed in the
text string. A text string format is normally used in combination with other input
formats.
Examples
999”-”99”-”999
Description — fixed string (to define a United States Social Security number).
"ID"
Description — fixed string.
Valid input examples
ID
Invalid input examples
XX does not match text in format. Input must be: ID

“Text”ABC””
Description — this is an invalid input format because it includes two extra “
characters in the format.

Combination input An input format can consist of multiple formats that are used in combination.
formats To use multiple formats to define an input format connect the format
expressions together with or without a blank space.
No format expression may follow a format that is of variable length. For
example: A<1,0>”-Comment” is not valid because A<1,0> may be any length.
The format: “Comment-“A<1,0> is valid because the variable length format is
at the end of the combination input format.
Following are valid and invalid combination formats.
Examples
"ID"999999
Description — combined formats: "ID" and 999999.
Valid input examples
ID123456
Invalid input examples
IDabcdef the letters abcdef must be numbers
id123456 the first two letters id do not match format which is ID

“DATE”T<yyyyMMdd>
Description — combined formats “DATE” and T<yyyyMMdd>.
T<“DATE”yyyyMMdd> is equivalent to the above format.
Valid input example
DATE20051025

52 A-61993 March 2022

 Invalid input examples
n?<0>
Description — this is an invalid input format for the number specified. n is a
variable length and no additional format can follow it.
A<2,3>”XX”
Description — this is an invalid input format because A<2,3> specified a
variable length and no additional format can follow it.
A<3,3>”XX”
Description — combined with formats: A<3,3> and “XX”.
Valid input example
XYZXX
Invalid input examples
XXXXXX unexpected X at the end of the text string.
20051025 the text DATE must proceed the date
DATE20051032 October does not have 32 days
XXXXXXX too long, extra X at the end of the string

A-61993 March 2022 53

Index Default value Default value expression is a text expression to set the default value for a
specification particular index field. In default value expression, you need to define the
default value by using one or more predefined tags (i.e., system, barcode/
OCR/mark detection value) or a fixed string. You can also define multiple
options of the default value by connecting tags with the OR keyword.
Tags
<tagname>
<tagname:transformexpression>
tagname is a predefined system, OCR, mark detection or barcode zone data
expression. System data expressions include date, time, Station ID and name,
Job and User name, batch and workgroup path, document and page ID and
Last Value.
transformexpression is used to transform the format of the system or
barcode/OCR value. For example the date is expressed as MMddyy, the
transform expression may change the format to MM/dd/yyyy. See the next
section for a description of transform expression.
Check Double Entry to allow an additional data entry of the index field. For
more information, see “Double data entry” in this chapter. A default value may
not be entered when using Double Data Entry; the Field Type must be Single
Value and the field may not be Read only or Hidden.
NOTES:
• The Type must be Single Value.
• The index field may not be read-only, therefore, Read-only is disabled.
• The index field may not be hidden, therefore, Hidden is disabled.
• The default value must be left empty, therefore, Default Value Setup is
disabled.
• If any of the above configuration settings are not correct, the Double Entry
checkbox will be unchecked and disabled.

Fixed string formats "text"

text is a fixed text string. The string delimiter character " (double quote) is not
allowed in the format. A fixed text string format is normally used in combination
with other formats.

Using multiple tags A default value may include more than one tag expression used in
combination. For example you may want the default value to include the date,
time and Station ID separated by a dash. To do this concatenate them
together.
For example:
<sys.date:ddMMyy>"-"<sys.time:hhmmss> "-“ <sys.stationid>

54 A-61993 March 2022

Using the OR keyword The OR keyword may also be included in the default value expression. This
may be useful when a value may not always be present. You may want to set
the default value to the value of a barcode that appears on the document.
For example:
<barcode.UPI ID Number>
If no barcode is found on the document, the index field will be empty. The OR
keyword can be used to provide an alternate value.
For example:
<barcode.UPI ID Number> OR “Barcode not found on document:”
<app.documentid>
As many expressions as needed may be OR’d
Default Value Option #1 OR Default Value Option #2 OR ... OR Default Value
Option #n
The system will check the Default Value Option # one-by-one from left to right,
and use the first valid data to initialize the index data.
Available Tags — the following displays the available default value tags:

NOTE: Barcode/OCR/Mark Detection zones will be displayed at the bottom of

the default value list.

A-61993 March 2022 55

Default value using When lastvalue is selected as the default value, Capture Pro Software
LASTVALUE automatically uses the last assigned value for an index field from the previous
document (for document indexes) or previous batch (for batch indexes)
whenever a new document or batch is created. This is useful, for example, in a
backlog application, when you scan folders of documents with the same date.
When you start scanning into a new batch, and no index value is assigned yet,
enter the date once and it remains the same for every new document after that
until you change it.
lastvalue is also useful when performing bar code indexing but not every
document scanned will have a bar code attached to it. For example, a default
value expression of:
<barcode.Patient ID> OR <app.lastvalue>
means that when a new document is scanned, assign the index field value to
the value of the bar code zone "Patient ID" <barcode.Patient ID>. However, if
the document did not have a bar code on it, assign the index field instead to
the value of the previous document OR <app.lastvalue>.

56 A-61993 March 2022

Transform Expressions A Transform Expression is a text expression to format or transform the data of
a particular field into a default or output value. Transform Expressions are used
to define default values and output format for an index field.
Default value specification: when a new batch or document is created, the
index field will be populated with a value based on the default value
specification. The default value specification is entered on the Index tab and
takes the form <tagname> or <tagname:transform expression>. The transform
expression is described below.
Examples:
<sys.date:ddMMyy>
<sys.stationid:[1,5]>
Output format: when a batch is output, the index data for the batch and for
each document in the batch will be reformatted based on the output format.
For instance, a date index with a value of MMddyy can be reformatted to:
MM/dd/yyyy.
The output format is entered on the Index tab and takes the form:
transform expression.
Examples:
ddMMyy
[1, 5]
The syntax can be one or a combination of the following formats:
• Text formats
• Number formats
• Time formats
• Fixed string formats

Transform text formats [start]

[start, end]
[index, ‘delimiter’]
[start; len]
These formats are used to extract a sub-string from the original index value.
[start] — used to extract a sub-string starting at the position start to the end of
the original value.
• If start is a positive number, the start position will be counted from the
beginning of the original value.
• If start is a negative number, the start position will be counted from the end
of the original value.
• If start is 0 or *, the start position will be the beginning of the original value.

A-61993 March 2022 57

 Examples
[5]
Description — get sub-string from the 5th character to the end of the original
value.
“ABCDEFGHIJKL”  “EFGHIJKL”
“1234567890”  “567890”
“1234”  “”
[*]
Description — get full string.
“ABCEDFG”  “ABCDEFG”
“1234567”  “1234567”
[start, end] — used to extract a sub-string starting at the position start and
ending at the position end of the original value.
• If end is a positive number, the end position will be counted from the
beginning of the original value.
• If end is a negative number, the end position will be counted from the end of
the original value.
• If end is 0 or *, the end position will be the end the original value.
• If the start position is after the end position, the sub-string will have the
reverse order of the original value.
Examples
[1, 2]
Description — get sub-string from the 1st character to the 2nd character of the
original value.
“ABCDEFG”  “AB”
“123456”  “12”
[-4, -1]
Description — get sub-string from the 4th from the last character to the last
character of the original value.
“ABCDEFGHIJK”  “HIJK”
“1234567890”  “7890”
[*, 5]
Description — get sub-string from the 1st character to the 5th character of the
original value.
“ABCDEFGHIJK”  “ABCDE”
[5,2]
Description — get sub-string from the 5th to the 2nd character in reverse order
of the original value.
“ABCDEFGHIJK”  “EDCB”
“1234567890”  “5432”

58 A-61993 March 2022

 [2, -2]
Description — get sub-string from the 2nd character to the 2nd from the last
character of the original value.
“ABCDEFGHIJ”  “BCDEFGHI”
“1234567890”  “23456789”
“AB”  “BA”
“A”  “A”
[index, ‘delimiter’] — used to extract the element at the position specified by
index where each element in the index data is separated by the character
delimiter. The first element is index 1.
NOTE: This transform expression is especially useful when assigning data
elements in a PDF417 bar code to different index fields. It is also
useful when assigning different lines of multi-line OCR results to
different index fields. The delimited produced by multi-line OCR is the
carat (^) character.
Examples
[2, ‘^’]
Description — get the 2nd element in the multi-line OCR where elements are
separated by the ‘^’ character.
“John Smith^123 Main Street^Some City”  “123 Main Street”
[3, ‘*’]
Description — get the 3rd element from the PDF417 barcode where elements
are separated by the ‘*’ character.
“John Smith*123 Main Street*Some City”  “Some City”
[start; len] — used to extract a sub-string for the position start for len
characters.
Examples
[2;3]
Description — get sub-string from 2nd character with a length of 3 characters.
“ABCDEFGHIJ”  “BCD”
“1234567890”  “234”
“AB”  “B”
“A”  “”

A-61993 March 2022 59

Transform number #<width, fracwidth>
formats #<width, fracwidth, padding>
#<textformats, width, fracwidth>
#<textformats, width, fracwidth, padding>
0width
# can be one of the following characters to define the desired number type.
n: generic number
N: generic number with sign
p: percentage number
P: percentage number with sign
c: currency number
C: currency number with sign
The value range or precision of the number is limited by the operating system.
The valid number range is 1.7E ±308 (15 digits).
#<width, fracwidth> — used to format a number that has at most, width
number of characters and at most, fracwidth characters after the decimal.
width defines the total number of digits to be included in the output string.
• If width is a positive number, the output text will be right-aligned with the
padding character (if any) on the left.
• If width is a negative number, the output text will be left-aligned with the
padding character (if any) on the right.
fracwidth defines the number of digits to be displayed to the right of the
decimal point.
The number 0 is used to show no decimal point.
The * character is used to show a default of 6 digits to the right of the decimal
point.
Examples
n<20,2>
Description — a generic number with a maximum width of 20 characters and 2
digits after the decimal point. The string will be right-aligned.

60 A-61993 March 2022

 Examples
“324.5”  “ 324.50”
“abcd”  “ 0.00”
p<-20, 2>
Description — a number expressed as a percentage with a total width of 20
characters and 2 digits after the decimal point. The string will be left-aligned.
Examples
“0.12abc”  “12.00% “
“-43” ”-4300.00% “
c<20, 0>
Description — a number expressed as currency with a total width of 20
characters and no decimal point. The string will be right-aligned.
Examples
“12345.6”  “ 12,346”
“-12345.6”  “ –12,346”
C<20, 2>
Description — a number expressed as signed currency with a total of 20
characters and 2 digits after the decimal point. The string will be right-aligned.
Examples
“12345.6”  “ +12,345.60”
“-12345.6”  “ –12,345.60”
“abc”  “ +0.00”
“-0.001”  “ –0.00”
“-0.00”  “ +0.00”
#<width, fracwidth, padding> — used to format a number that will be padded
with the padding character, to the specified width, including fracwidth
characters after the decimal point.
padding defines the character to fill the space if the formatted text is less than
the width defined.
Example
P<20, 3, ‘#’>
Description — a number expressed as a signed percentage with a total width
of 20 characters, 3 digits after the decimal point and padded with the ‘#’
character.
Examples
“0.12abc”  “############+12.0000%”
“-43”  “##########-4300.000%”
#<textformats, width, fracwidth> — used to format a number that is
extracted from a string using textformats.
textformats specifies how to extract the number from the original index string.
See the Output formats section.
Example
N<[2], 20, 3>
Description — a signed number with a total width of 20 characters and 3 digits
after the decimal point. The number will be extracted starting at the 2nd
character in the original string.

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 Examples
“A12345.6”  ” +12345.600”
“-12345.6”  “ +12345.600”
“TT9000”  “ +0.000”
“—9999”  “ –9999.000”
N<[2, ‘^’], 20, 3>
Description — a signed number with a total of 20 characters and 3 digits after
the decimal point. The number will be extracted from the 2 elements in the
string, where the elements are separated by the ‘^’ character.
Example
“12345.6^45678.9”  “ +45678.900”
#<textformats, width, fracwidth, padding> — used to format a number that
is extracted from a string using textformats and padded with the specified
character.
This format is an extension of the format #<textformats, width, fracwidth>
where the output string will be padded with the specified character.
0width — used to zero-fill a number to the minimum specified width.
Examples
010
Description — a zero-filled number with a total width of 10 characters.
Examples
“123”  “0000000123”
“0”  “0000000000”
03
Description — a zero-filled number with a total width of 3 characters.
Example
“1”  “001”
“1234”  “1234”

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Transform time formats #
# — may be one or any combination of the following formats:
yyyy year (1900-2099)
yy year (00-99)
y year
MM month (01-12)
M month (1-12)
dd day of month (01-31)
d day of month (1-31)
D day of week (1: Sunday, 2: Monday, etc.)
DDD day of year (001-365)
HH hour (00-23)
H hour (0-23)
hh hour (01-12)
h hour (1-12)
mm minute (00-59)
m minute (0-59)
ss second (00-59)
s second (0-59)
TT AM/PM
T A/P
tt am/pm
t a/p
ww week of year (01-53)
w week of year (1-53)

When using time formats, you must specify an Input Time format to define the
contents of the string that is to be formatted for output.
Examples
ddMMyyyy
Description — a date in day, month and year format.
Examples
Input Format: T<yyyyMMdd> the string “20051026”  “26102005”
Input Format: T<yyyyMM> the string “102005”  “102005”

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Fixed string formats text”
text is any text string. Because the start and end of the text string is defined by
the character “ (double quote), the double quote character is not allowed in the
text string. A text string format is normally used in combination with other input
formats.
Examples
"ID-"[*]"-XX"
Description — output fixed text string of "ID".
Examples
"20051026" ==> "ID-20051026-XX"

Combining Transform A Transform Expression can consist of multiple formats that are used in
formats combination. To use multiple formats to define a Transform Expression simply
connect the format expressions together with or without a blank space.
Examples
"Revenue"c<20, 2>
Description — combination with formats "Revenue" and c<20, 2>.
Examples
"123456" ==> "Revenue 123,456.00"
yyyy"/"MM"/"dd"-"HH":"mm":"ss
Description — combined with formats: yyyy, "/", MM, "/", dd, "-", HH, ":", mm, ":"
and ss.
Examples
"20051026080405PM" ==> "2005/10/26-20:04:05"
Input Format: T<yyyyMMddhhmmssTT>

Output formats An Output Format is a text expression to format the data of a particular index
field into an output value. Transform Expressions are used to define the output
format for an index field.
Output format: when a batch is output, the index data for the batch and for
each document in the batch will be reformatted based on the output format.
For instance, a date index with a value of MMddyy can be reformatted to:
MM/dd/yyyy.
The syntax can be one or a combination of the following formats:
• Text formats — see Transform Expressions, Text formats
• Number formats — see Transform Expressions, Number formats
• Time formats — see Transform Expressions, Time formats
• Fixed string formats — see Transform Expressions, Fixed string formats
• Combination formats — see Transform Expressions, Combining
Transform formats

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Index tab — Database Database Lookup can be used to populate or validate batch and document
Lookup index fields from ODBC (Open Database Connectivity) compliant data
sources. A configuration wizard is used to specify the data source, define how
the lookup is performed and what data is used to populate index files or
validate the contents of index fields. A job setup may contain more than one
Lookup. Each Lookup can be to a different data source and used to populate
or validate selected index fields. Lookups may occur during scanning when the
index value used for the Lookup is a result of a barcode reader or an OCR
action. Each Lookup takes the form: SELECT <table column 1>, <table column
2>, ... <table column n> FROM <data source> WHERE <table column x> =
<index field value> or select: WHERE <table column x> = <index field value>
AND <table column y> = <index field value>.

Configuring Database Configuring Database Lookup starts with defining the batch and document
Lookup index fields that will be used by the Lookup. Database Lookups are configured
for each job.
NOTE: Defining index fields in Job Setup has not changed from previous
versions of Capture Pro Software.
To add or edit a new lookup:
1. Click File>Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list. The settings for the
job setup will be displayed.
3. Select the Index tab.
4. Select the Database Lookup tab. The Lookups table will be displayed with
the following fields: Name, Input Index Field, Output Index Field (Batch)
and Output Index Field (Document) for each Lookup.

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 5. Click Add. The Database Lookup Wizard will be displayed.

6. Enter the name of your Lookup in the Lookup name field.

7. Click Browse to open the Select Data Source dialog box.

• Select an existing File Data Source or Machine Data Source, or click

New to create a new data source. Depending on the type of data source
you have selected, you will be prompted for additional information.
• Click OK after all required information has been entered.
• After clicking OK, the SQL Server Login window displays. Enter all
credentials and click OK.
8. Select the table or file from the Database table drop-down list that contains
the data that will be used to populate or validate the index fields.

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 9. Click Next to define how you want to do the data lookup.

• Select Validate index fields from Lookup results if you want to verify
one or more index field values that match data in your data source.
Check Create a document index to store the validation result if you
want to store the results of the look-up in an index field to be used for
other processing, such as Sort by Document Index.
• Select Populate index fields from Lookup results if you want to fill in
one or more index fields from the Lookup.
10. Select the index field(s) to be used by the Lookup to find matching values
in the selected database from the Lookup index field drop-down list. This
list contains all defined document and batch index fields. If a single index
field is to be used for the Lookup, it must be in the left column before the
“And”. If two Lookup index fields are provided, then only database records
that contain both values will be matched. At the time of index data entry, if
one value is not known, it may be replaced by the asterisk (*) character.
For more information, see the section entitled, “Using Database Lookup”
later in this chapter.
11. Select the table column(s) to be searched for values matching the selected
Lookup index field from the Lookup table column drop-down list. This list
contains all table column names from the selected database table.
12. For each batch or document index field that you want to populate or
validate, select the database column that contains the desired data. Click
in the column to the right of the index field name and select the database
column from the drop-down list.

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 13. Click Next to choose the database lookup options.

14. Select the desired Lookup options:

• Disable Lookup: when checked, Lookups will not be performed during
scanning. This may improve performance with large or remote
databases. Lookups will continue to occur in Edit Index mode and when
the batch is output.
• Display multiple lookup results if there is more than one result:
when unchecked, the Multiple Lookup Results table will not be
displayed during scanning. Multiple Lookup results will be resolved in
Edit Index mode, allowing scanning to continue uninterrupted.
• Lookup will overwrite existing index value: when checked, the
Lookup will always populate an index field with the lookup value in the
database, as long as the database entry has a value (i.e., is not empty
or null). If you want users to be able to manually enter data into an index
field that Database Lookup is populating, then this option should be
unchecked.
NOTE: Database Lookup will never overwrite data when the batch is
output.
• Disable Lookup during Output: when checked, no Lookup (populate
or validate) will occur during output. If unchecked, empty fields will be
populated and missing or multiple records will be ignored. Validation will
fail if no matching record is found.
• Maximum multiple results to display: when multiple lookup results
are found, a table of the results will be displayed allowing you to chose
the correct result. The value entered will limit the length of the table.

68 A-61993 March 2022

 15. Click Next to test the Lookup.

16. Click Test Query. The Test Query dialog box will be displayed.

17. Enter a valid value for the parameter that is used to perform the Lookup. If
you leave the value blank, the first 25 records in the data table will be
displayed.
18. Click OK.

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Using Database Lookup After configuring a job to do a Database Lookup, it is important to understand
when the Lookup will be performed. The following are common scenarios:

During Scanning - Populating When Disable Lookup during capture is not checked, Lookups will occur on-
index fields the-fly during scanning.

The Lookup will only take place when the index field that is being used for the
Lookup has a value that was populated during scanning (e.g., as a result of a
barcode, OCR or mark detection zonal read).

During Scanning - Validating When Disable Lookup during capture is not checked, Lookups configured for
index fields index field validation only will also occur on-the-fly during scanning.
The Lookup Validation will only take place when the index field that is being
validated has a value that was populated during scanning (e.g., as a result of a
barcode, OCR or mark detection zonal read).
NOTE: When Disable Lookup is not checked, Database Lookups will always
be performed during scanning. Even if the Index Field setup option
Check field during scanning is disabled, the Database Lookup
validation will still be performed.

Edit Index mode After scanning has been performed and the user enters Index mode
(Index>Edit Index Fields), the Lookup will always be performed on a
document whenever the document is navigated to while in indexing mode.
If the index field that is being used for the Lookup already has a value (e.g.,
from barcode, OCR or mark detection zonal read) then the Lookup for a
document will be performed automatically when navigating to the document.
If data is manually being entered in the index field, then the Lookup will be
performed when the user leaves the index field. If the Tab key is used to
navigate away from the index field just entered, the results of populating the
other index fields will be displayed for verification. If the Enter key is used or
one of the other indexing mode function keys (i.e., F9, F10, F11) to navigate to
another document, then the Lookup will be performed and the other index
fields will be populated. However, you will not see the results of the Lookup as
that document is no longer being displayed in indexing mode.
If the Lookup index field is populated using Drag n’ Drop OCR or clicking OCR,
then the Lookup will be performed immediately and the results of populating
the other index fields will be displayed for verification.

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 If the value being used for Lookup is only partially known, the asterisk
character ' * ' may be used to replace the unknown character(s). The asterisk
character must be the last character. For example, if the Lookup value is a
phone number but only the first four digits are readable, the value "557-3*"
may be entered. All phone numbers beginning with "557-3xx...." will be
retrieved from the database and you may select the correct value.
When a Lookup is based on two values and only one value is known, the
asterisk character may be used in place of the unknown value. For example,
the Lookup is based on Last_Name AND First_Name and the Address will be
looked up. If only the last name is known, it is entered in the index field "Last
Name" and the asterisk character is entered in the index field "First Name". If
only one record is found for the last name entered, the first name and address
will be populated. If multiple records are found for the last name, the Multiple
Results dialog box will be displayed and the correct entry may be chosen.

Batch output Database Lookup only occurs on output if the Disable Lookup on Output
option is not checked. When you click the Output tool, as part of Index field
validation, Database Lookup for populating and validating index fields is
performed immediately before the batch is queued for output processing. If a
Database Lookup is populating index fields, errors will be ignored. If no record
is found or multiple records are found, the current value in the index field will
be unchanged or left empty. If a Database Lookup is validating index fields, an
error will occur if no matching record is found. The batch will not be submitted
for output and the error must be corrected before the batch can be
successfully output.
If a batch is output from the Batch Manager screen or is automatically output
from Job Setup, Database Lookup is performed immediately as part of the
background batch processing. If a Lookup fails, the batch will be put into Index
Error status.

When the batch is opened to correct the error, the document that had the
Lookup failure will be automatically displayed and you can go into Index mode
to correct the indexing problem and re-submit the batch for output processing.

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Job Setup:
Output tab
The Output tab is where you set up your output options for your job setup.
• Destination — allows you to make settings for the format of the output,
where to send the output, and how to index it. The Destination options are:
- Credentials: allows you to provide user access credentials for
destination network file shares.
- File (1) and File (2): allows you to select your file format (TIFF, JPEG,
PDF, PNG, etc.) and type of output (e.g., black and white, color/
grayscale).
- System (1) and System (2): allows you to select the System Output
Destination for your job setup.
- E-mail: allows you to setup the software to automatically e-mail the
output.
- Print: allows you to setup the software to automatically print the output.
• Advanced Options — allows you to apply Capture Pro Software image
processing options to the output.
• Invoke Other Program — allows you to use another software application
on your output.

Credentials Select Credentials when the Destination output location is a network share for
which the Capture Pro operator may not have access.

• Add — displays the Credentials Setup dialog box.

• Enter the server and share name in the format \\server _name\share_name.
The server machine name or the server IP address may be entered.

72 A-61993 March 2022

 • Remove — removes the selected credentials.
• Properties — displays the properties of the selected credentials. The user
name and password may be changed.
The Credentials are not shared between job setups. If two jobs setups use the
same network share, the credentials must be added to both job setups. This
allows different job setups to access the same network share using different
credentials.
The credentials will always be used even if the current user has access to the
network share.
The Credentials may be used for File (1), File (2), System (1) and System (2)
output. The use of Credentials is especially useful when using the optional
Capture Pro Network Edition - Remote Output Server. Because the Remote
Output service has no user, the Credentials are used to provide access to
external shares.

Destination options: File (1) option — select a file format (TIFF, PDF, JPEG, PNG, etc.) for your
File (1) and File (2) output. Your choice of formats will depend upon your type of output:
• All (black and white and color/grayscale)
• Black and white
• Color/grayscale — when this is selected, a Filter option may be selected to
only output grayscale images or color images.

NOTE: For a description of the file format dialog boxes, see the section
entitled, “Setup options for File (1) and File (2)” later in this chapter.

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 • Location — shows the output location for File (1). To change settings, click
Setup to open the Location Setup dialog box. For more information about
the Location Setup dialog box, see the section entitled, “Building location
and filename formulas using the Location Setup dialog box” later in this
chapter.
• File Name — shows the file name for File (1).
File (2) option — same as File (1). You can choose different settings for File
(2) or use the same settings as in File (1).
Under the File (1) or File (2) options, you can select the Index option. The
following indexing options will be displayed.
• Batch Index file
• Document Index file
• Image Index file

Setup options for File (1) When you select a file format (i.e., TIFF, PDF, JPEG, PNG, etc.) for your
and File (2) output, your choice of formats will depend on how you configure the setup for
that file format.
• Click Options for the file format you want to configure.

When the Options button is selected, a dialog box for the file format you
selected will be displayed.

Selecting PDF as your file If you select PDF as your file format, the PDF Setup dialog box will be
format displayed.

1. Select either Single Page or Multi-Page as the way to group your image
files in output. Every input (scanned) image file will be a separate output
file.

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 • If you select Single Page, every image you scan is a separate image
file in output. Therefore, if you scan a page, you will have two separate
image files in output (one for the front and one for the back). If you are
scanning dual stream, you will have four image files in output.
• If you select Multi-Page, the For each drop-down list becomes
available.
- For each: Page — every image for every page scanned becomes
one file. When you open the file, there will be two images, one for the
front and one for the back. If you are scanning dual stream, you will
have four images.
- For each: Document — every page scanned into one document will
become the contents of one file. There may be several (or many)
images in one file.
- For each: Batch — all images scanned into the batch will become
one output file. There may be many images in the output file.
2. Select one or more Additional PDF formats: Fast Web View, PDF
BookMark, Long PDF or PDF-MRC.
• Select Fast Web View if you want to configure the PDF file for faster
viewing if the files are large and downloaded from the web site.
• Select PDF BookMark when you want to bookmark each document in
the PDF file. Group by Multi-Page for each Batch must be selected.
Specify the value of each document bookmark using the PDF
BookMark tab found on the Index tab. System and/or Index values
may be used to produce unique bookmark values.
• Select Long PDF if you expect your images to be longer than 500 cm
(200 inches). This selection will impact performance. Long PDF is not
available for PDF-MRC file format.
• If you select PDF-MRC as one of your additional PDF formats, select
the desired Image quality: JBIG2/Group4, Draft, Good or Better.
NOTE: PDF-MRC options are available only if your initial Capture Pro
installation was version 5.5.1 or earlier and may be used even
after upgrading. If your initial Capture Pro installation was
version 5.6 or higher, these options are not available.
NOTE: In general, JBIG2 will produce smaller file sizes at lower quality
than Group4. JBIG2-Better, Group4-Draft, Group4-Good and
Group4-Better are lossless.
• If no selections are made, your PDF format will be PDF.
3. Select a PDF compatibility option if you require the PDF to be compatible
with a specific version of Adobe Reader. If you are encrypting a PDF with a
password, selecting a more recent version of PDF will provide a stronger
encryption algorithm. PDF/UA is newly added for PDF and SPDF file

A-61993 March 2022 75

 types.

4. If you want to encrypt the PDF file, enter a password that will be required to
open and view the PDF file in the Password field. If you do not want to
encrypt the file, leave the Password field blank.
5. When finished, click OK.

76 A-61993 March 2022

Selecting TIFF as your file If you select TIFF as your file format, the TIFF Setup dialog box will be
format displayed.

1. Select either Single Page or Multi-Page as the way to group your image
files in output. Every input (scanned) image file will be a separate output
file.
• If you select Single Page, every image you scan is a separate image
file in output. Therefore, if you scan a page, you will have two separate
image files in output (one for the front and one for the back). If you are
scanning dual stream, you will have four image files in output.
• If you select Multi-Page, the For each drop-down list becomes
available.
- For each: Page — every image for every page scanned becomes
one file. When you open the file, there will be two images, one for the
front and one for the back. If you are scanning dual stream, you will
have four images.
- For each: Document — every page scanned into one document will
become the contents of one file. There may be several (or many)
images in one file.
- For each: Batch — all images scanned into the batch will become
one output file. There may be many images in the output file.
2. If your output includes black and white images, the Black & White
compression option is available. Select Group-4 or (none) from the drop-
down list.
3. If your output includes color or grayscale images, the Color/Grayscale
compression and Color quality options are available.
• Color/Grayscale compression: select JPEG, JAPED (TIFF 6), or
(none).
• Color quality: select one of the following settings from the drop-down
list: Same as scanned, Draft, Good, Better, Best, or Superior. Same
as scanned is recommended.

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 4. To verify that an image output by Capture Pro Software has remained
unaltered from the source document image captured, click Apply Digital
Signature.
The free Image Verifier software may be used to verify that a digitally
signed image has not been altered at any time. To read about the benefits
of image verification and to access the Image Verifier software, please
contact your local Kodak Alaris representative.
5. When finished, click OK.

Selecting Searchable PDF as If you select Searchable PDF as your file format, the Searchable PDF Setup
your file format dialog box will be displayed.

1. Select either Single Page or Multi-page as the way to group your image
files in output. Every input (scanned) image file will be a separate output
file.
• If you select Single Page, every image you scan is a separate image
file in output. Therefore, if you scan a page, you will have two separate
image files in output (one for the front and one for the back). If you are
scanning dual stream, you will have four image files in output.

78 A-61993 March 2022

 • If you select Multi-page, the For each drop-down list becomes
available.
- For each: Page — every image for every page scanned becomes
one file. When you open the file, there will be two images, one for the
front and one for the back. If you are scanning dual stream, you will
have four images.
- For each: Document — every page scanned into one document will
become the contents of one file. There may be several (or many)
images in one file.
- For each: Batch — all images scanned into the batch will become
one output file. There may be many images in the output file.
NOTE: Multi-page searchable PDFs are limited to 500 pages per
document. Actual results may vary based on configuration and
job setup.
2. Select one or more PDF formats: Fast Web View, PDF BookMark or
PDF-MRC.
• Select Fast Web View if you want to configure the PDF file for faster
viewing if the files are large and downloaded from the web site.
• Select PDF BookMark when you want to bookmark each document in
the PDF file. Group by Multi-Page for each Batch must be selected.
Specify the value of each document bookmark using the PDF
BookMark tab found on the Index tab. System and/or Index values
may be used to produce unique bookmark values.
• If you select PDF-MRC as one of your additional PDF formats, select
the desired Image quality: JBIG2/Group4, Draft, Good or Better.
NOTE: In general, JBIG2 will produce smaller file sizes at lower quality
than Group4. JBIG2-Better, Group4-Draft, Group4-Good
and Group4-Better are lossless.
• If no selections are made, your PDF format will be PDF.
3. Select a PDF compatibility option if you require the PDF to be compatible
with a specific version of Adobe Reader. If you are encrypting a PDF with a
password, selecting a more recent version of PDF will provide a stronger
encryption algorithm.
4. If you want to encrypt the PDF file, enter a password that will be required to
open and view the PDF file in the Password field.
• If you do not want to encrypt the file, leave the Password field blank.
5. Select the OCR Setting to balance your speed vs. accuracy needs. As you
move the slider to the right, additional tools, such as language dictionaries
and multiple OCR engines are used to improve accuracy.
6. When available, OCR will be performed to allow searching for specific text
in output files, Select the OCR language that your scanned documents will
contain for the most accurate character recognition. If you have a mixed
document set that may contain multiple languages, you can select one or
more secondary languages.
7. A custom dictionary may be used to improve the accuracy of recognizing
unique or unusual words that appear in your document set. Click Browse
to select a custom dictionary. See Appendix D, Using Custom Dictionaries
for more information.

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 8. When grouping by multi-page, select either All or Images as a way to
select specific images to be included in the output file.
• If you select All, all images in the Page, Document and Batch group
selected will be in the output file.
• If you select Images, only the specified images in the Page, Document
or Batch group selected will be in the output file. For example, if you
selected Multi-Page, group by Document and specified an Output
Range of 1, 10, then only the first and tenth image in each document
will be in the output file. If a document contains less than 10 images,
only the first image will appear in the output file.
9. When finished, click OK.

Selecting JPEG or JEPG2000 If you select JPEG2000 as your file format, the JPEG2000 Setup dialog box
as your file format (if your will be displayed.
output type is Color/
Grayscale)

1. Select Good, Better or Best color quality.

NOTE: If you select JPEG as your file format, the additional color quality
options are available: Same as scanned, Draft and Superior.
Same as scanned is recommended.
2. When finished, click OK.

Selecting PNG as your file No setup is required when selecting PNG as your file format. The PNG file
format format is a lossless, single-page format requiring no configuration.

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Selecting Text as your file If you select Text as your file format to process your output, the Text Setup
format dialog box will be displayed.

1. Select either Single Page or Multi-Page as the way to group your image
files in output. Every input (scanned) image file will be a separate output
file
• If you select Single Page, every image you scan is a separate image
file in output. Therefore, if you scan a page, you will have two separate
image files in output (one for the front and one for the back). If you are
scanning dual stream, you will have four image files in output.
• If you select Multi-Page, the For each drop-down list becomes
available.
- For each: Page – every image for every page scanned becomes one
file. When you open the file, there will be two images, one for the front
and one for the back. If you are scanning dual stream, you will have
four images.
- For each: Document – every page scanned into one document will
become the contents of one file. There may be several (or many)
images in one file.
- For each: Batch – all images scanned into the batch will become
one output file. There may be many images in the output file.
2. Select one of the following formats from the drop-down list: Text only,
Formatted text, Text only – Unicode or Formatted text - Unicode.
3. Select an OCR Setting to balance your speed verses accuracy needs. As
you move the slider to the right, additional tools such as language
dictionaries and multiple OCR engines are used to improve accuracy.

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 4. When available, OCR will be performed to allow searching for specific text
in output files. Select the OCR language that your scanned documents will
contain, for the most accurate character recognition. If you have a mixed
document set that may contain multiple languages, you may select one or
more secondary languages.
5. A custom dictionary may be used to improve the accuracy of recognizing
unique or unusual words that appear in your document set. Click Browse
to select a custom dictionary. See Appendix D, Using Custom Dictionaries
for more information.
When grouping by multi-page, select either All or Images as a way to
select specific images to be included in the output file.
• If you select All, all images in the Page, Document and Batch group
selected will be in the output file.
• If you select Images, only the specified images in the Page, Document
or Batch group selected will be in the output file. For example, if you
selected Multi-Page, group by Document and specified an Output
Range of 1, 10, then only the first and tenth image in each document
will be in the output file. If a document contains less than 10 images,
only the first image will appear in the output file.
6. When finished, click OK.

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Selecting RTF (Unformatted) If you select RTF (Unformatted) as your file format, the RTF (Unformatted)
as your file format Setup dialog box will be displayed.

1. Select either Single Page or Multi-Page as the way to group your image
files in output. Every input (scanned) image file will be a separate output
file.
• If you select Single Page, every image you scan is a separate image
file in output. Therefore, if you scan a page, you will have two separate
image file in output (one for the front and one for the back). If you are
scanning dual stream, you will have four image files in output.
• If you select Multi-Page, the For each drop-down list becomes
available.
- For each: Page – every image for every page scanned becomes
one file. When you open the file, there will be two images, one for
the front and one for the back. If you are scanning dual stream, you
will have four images.
- For each: Document – every page scanned into one document will
become the contents of one file. There may be several (or many)
images in one file.
- For each: Batch – all images scanned into the batch will become
one output file. There may be many images in the output file.
2. Select an OCR Setting to balance your speed verses accuracy needs. As
you move the selector to the right, additional tools such as language
dictionaries and multiple OCR engines are used to improve accuracy.

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 3. When available, OCR will be performed to allow searching for specific text
in output files. Select the OCR language that your scanned documents will
contain, for the most accurate character recognition. If you have a mixed
document set that may contain multiple languages, you may select one or
more secondary languages.
4. When grouping by multi-page, select either All or Images as a way to
select specific images to be included in the output file.
• If you select All, all images in the Page, Document and Batch group
selected will be in the output file.
• If you select Images, only the specified images in the Page, Document
or Batch group selected will be in the output file. For example, if you
selected Multi-Page, group by Document and specified an Output
Range of 1, 10, then only the first and tenth image in each document
will be in the output file. If a document contains less than 10 images,
only the first image will appear in the output file.
5. When finished, click OK.

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Index options for File (1) Index options for the File (1) and File (2) output destinations are setup via the
and File (2) Output tab.

You can create a Batch Index file, a Document Index file and an Image
Index file.

NOTE: If you only want to output an index file with no image file output, select
the index file type (Batch, Document, Image), then select the
destinations (File(1), File(2)) and uncheck all output types (All, Black &
White, Color/Grayscale). The File(1)/File(2) label will change to No
images to indicate that only the index data will be output.
Each index file (e.g., Batch, Document and Image) provides an Options
button, a Setup button and a Content button.
Options — displays the available index file type:
• Capture Software 6.x — no property setup is required.
• Index to ODBC Database — sends selected batch and/or document index
statistics to an ODBC compliant database.

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 - Batch index file: one database record per batch containing selected batch
statistics.
- Document index file: one database record per document containing
selected document statistics.
NOTE: This option is not available for Image index.
• HVCS 16-bit Format — this option is not available for a Batch index file.
HVCS 16-bit Format allows you to define the Client number (1-999) and
Application number (1-9).
• Text (delimited) — allows you to select an ASCII or Unicode text file
format.
• XML — no property setup is required.
• Print Cover — adds a cover sheet to the file content when printed.
Setup — displays the Location Setup dialog box which allows you to create an
index file. For more information about this dialog box, see the section entitled,
“Building location and filename formulas using the Location Setup dialog box”
later in this chapter.
Content — displays the Index Content Setup dialog box which allows you to
define the index content. For more information about this dialog box, see the
section entitled, “Using the Index Content Setup dialog box” later in this
chapter.

Index to ODBC Database Use this System Output Destination if you want to save your index data to an
ODBC-compliant data source such as SQL Server and Microsoft Access. On
output, selected batch and document index fields will be used to create a new
record for each document and will be written to the database.
Three additional document index fields that contain the path to where the
document images were stored are provided. If you are storing all images to a
single location, then the Image Location – All field will contain the path of the
images for each document. If you are storing black and white and color / gray
scale images to different locations, then the Image Location – Black & White
and Image Location – Color/Grayscale fields will contain the path for the
respective image types. These fields may be used in your database to
associate the stored image to the document index data.
Supported Output files/Grouping — multi-page, by document, all image
types.
Supported Channels — All, Black and White, Color/Grayscale.
1. Access the ODBC Database system output destination.
NOTE: For Microsoft Access 2016 support, you must install the MS
Access Database Engine 2010 Redistributable from the Microsoft
web site: https://www.microsoft.com/en-us/download/
details.aspx?id=13255
• Data Source name: browse to an existing or create a new File or
Machine Data Source.
• Database table: select the drop-down control to display a list of
available tables for the data source selected. Select the table where
you wish to store the index field data.
2. Select the fields you want to populate.
You will notice that the left column of the data grid has been populated
with your current batch and document index field names. There are also
three additional document index fields: Image Location – All, Image
Location – Black & White and Image Location – Color/Grayscale.

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 3. Select an index field that you want to map to the database table by clicking
in the right column of the same row as the index field.
4. Click on the drop-down arrow to display a list of the available data table
fields and select a field.
• If you checked the All checkbox on the Output, System (1)/(2) tab, the
field Image Location – All will contain the file path and image name.
The file path will made by appending the Output root path with “\batch
name” and “\All”. The image name will be the document sequence
number padded with zeros for a length of eight characters. The file
extension will be determined by the image type you have selected for
output (tif, pdf, txt, etc.). For example:
“C:\BatchesPro\Batch001\All\00000001.tif”.
• If you checked Black & White, the “\All” in the file path will be replaced
with “\BW”.
• If you checked Color / Grayscale, the “\All” in the file path will be
replaced with“\CG”.

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Multiple records per A document may contain multiple items where each item will be saved as a
document separate record in the database. For example, the following document
contains four items.

Description Quantity Price

Product Item 1 2 28.44
Product Item 2 1 43.12
Product Item 3 5 122.50
Product Item 4 2 12.80

If you want to save four records to the database where each record contains
three fields, Description, Quantity and Price:
1. Create an index field for each database field that is to be populated. For
example, Description, Quantity and Price. These index fields will be used
to hold the data for the first item set.
2. Create index fields for the remaining item sets. The index field names must
be the same as the first item set with a number appended. The numbers
must start at 1 and be sequential. For example:
Product Item 2: “Description1”, “Quantity1” and “Price1”
Product Item 3: “Description2”, “Quantity2” and “Price2”
Product Item 4: “Description3”, “Quantity3” and “Price3”
3. Use the Database Lookup Wizard to map the first item set index field
names to the database field names. Only the first item set field names are
used in the Database Lookup Wizard.

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Batch Index file To set up a Batch Index file:
1. Select Batch Index file.
2. Select the desired index file type.
• If you selected Text (delimited), click Options and click either ASCII or
Unicode, then click OK.
3. If desired, click Setup to display the Location Setup dialog box to create a
path for your outputted batch index file. See the section entitled, “Building
location and filename formulas using the Location Setup dialog box” later
in this chapter.
4. If desired, click Content to display the Index Content Setup dialog box and
define the index content. By default, the batch index file will contain only
the batch indexes defined for this job. Use the Content button to add or
remove index values or to reorder indexes in output. See the section
entitled, “Using the Index Content Setup dialog box” later in this chapter.
5. When finished, click OK.

Document Index file To set up a Document Index file:

1. Select Document Index file.
2. Select the desired index file type.
• If you selected Text (delimited), click Options and click either ASCII or
Unicode, then click OK.
• If you selected HVCS 16-bit Format, click Options and enter the
Client number (1-999) and Application number (1-9), then click OK.
3. If desired, click Setup to display the Location Setup dialog box to create a
path for your outputted document index file. See the section entitled,
“Building location and filename formulas using the Location Setup dialog
box” later in this chapter.
4. If desired, click Content to display the Index Content Setup dialog box and
define the index content. By default, the document index file will contain
only the document indexes defined for this job. Use the Content button to
add or remove index values or to reorder indexes in output. See the
section entitled, “Using the Index Content Setup dialog box” later in this
chapter.
5. When finished, click OK.

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Image Index file To set up an Image Index file:
1. Select Image Index file.
2. Select the desired index file type.
• If you selected Text (delimited), click Options and click either ASCII or
Unicode, then click OK.
• If you selected HVCS 16-bit Format, click Options and enter the
Client number (1-999) and Application number (1-9), then click OK.
3. If desired, click Setup to display the Location Setup dialog box to create a
path for your outputted image index file. See the section entitled, “Building
location and filename formulas using the Location Setup dialog box” later
in this chapter.
4. If desired, click Content to display the Index Content Setup dialog box and
define the index content. By default, the image index file will contain only
the image indexes defined for this job. Use the Content button to add or
remove index values or to reorder indexes in output. See the section
entitled, “Using the Index Content Setup dialog box” later in this chapter.
5. When finished, click OK.

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Building location and The Location Setup dialog box provides a listing of predefined values and your
filename formulas using previously setup index values which allow you to store your output files in
the Location Setup uniquely named folders that can be easily sorted.
dialog box When you click Setup on the Output tab - Destination\File1 or
Destination\File2, the Location Setup dialog box will be displayed. Use this
dialog box to build a formula which Capture Pro Software will use when
creating and storing output.
• To build location formulas, open the Location tab.
• To build file name formulas, open the File name tab (if it appears on this
dialog box).
Procedures for creating Location formulas and File name formulas are the
same.
NOTE: The options on the Location - Filename tabs are different depending
on the type of index file (e.g., Batch, Document or Image). All options
are not available with all types of index files.

1. Select a predefined value from the list on the left side of this dialog box.
The formula currently in use is in the Filename Formula field on the right
side of the dialog box.
2. Click Add Item to add the predefined value to the end of the formula.
When specifying a path name, the limit is 248 characters in length.
NOTES:
• Clicking Delete Item will delete the predefined value at the end of the
formula.
• Clicking Delete formula will delete the formula.
3. If you want to define digits of sequential numbers and add zeroes to the left
side of your sequence number, check Add leading zeros. This option is
only available with number values.

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 4. If you checked Add leading zeros, use the Number Length box to
indicate the number of digits (including any leading zeros) for the sequence
number.
5. If you add <Image-side label> to the Filename Formula field, the Front
Color/Grayscale, Front Black & White, Back Color/Grayscale, or Back
Black & White text boxes become active. If desired, enter text labels in
these fields.
6. The Duplicate file handling area provides two options. Select one of
these options:
• Report an error and abort the output processing: generates an error
message and stops outputting the batch.
• Add a sequence number to the name: appends a sequence number
(e.g., -001, -002) and continues outputting the batch.
• Overwrite the file: overwrites any existing files in the output folder(s)
that have duplicate names. Existing files in the output folder(s) that are
not overwritten will remain.
7. If you select Page Sequence Number or Image Sequence Number the
Reset Feature is available. Set the sequence numbering behavior for
page and/or image numbers.
• Start at 1 for every batch (available only with Page Sequence Number
and Image Sequence Number).
• Start at 1 for every document (available only with Image Sequence
Number).
• Continuous image numbering from (available only with Image
Sequence Number).
8. Click OK to save your output formula.
NOTE: Multi-page formulas: if you selected multi-page output for TIFF, PDF
or Searchable PDF, you cannot add a Page Sequence Number,
Image Sequence Number or Image-side label into the Location
formula or File name formula. Similarly, if you choose multi-page
output at the batch level, you cannot name the output file with any
more detailed information than batch-level information.

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Using the Index Content 1. Click Content to define index content for the output index file. The Index
Setup dialog box Content Setup dialog box will be displayed.

If you are defining index content for the Text (delimited) index type only, select
an entry in the following fields:
The following options only apply to the Text (delimited) index type:
2. Select (tab) or (space) from the Field delimiter drop-down list. You can
also manually input other characters as the custom delimiter.
3. Select (none), single quote (') or double quote (") from the Item delimiter
drop-down list.
4. Check the Include header record option if you want to include image file
header information in the output index file.
If you are defining index content for the Text (delimited) index type and XML
index type, you can apply the following option:
5. Select any item from the Available Indexes list and click Add to add it into
the Current Indexes list.
NOTES:
• Click Remove to delete the selected index item from the Current Indexes
list.
• Click Add All to move all the index items from the Available Indexes list to
the Current Indexes list.
• Click Remove All to delete all the index items from the Current Indexes list.
• Click Move Up/Move Down to move the selected index item one position
up/down in the Current indexes list.
6. When finished, click OK.

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System (1) and System The System (1) and System (2) options allow you to select a Batch Output
(2) options plug-in to output a batch with the required file structure and file format for many
popular Enterprise Content Management systems.

System (1) option — if selected, check the Send to checkbox and then select
a system (System Output Destination) from the drop-down list.
To change the system settings, click Setup and a specific dialog box for the
selected system output destination will be displayed. For additional information
about these dialog boxes, see the System Output Destinations guide
(A-61638).
To change the output root path, click Setup and the Location Setup dialog box
will be displayed. For more information, see the section entitled, “Building
location and filename formulas using the Location Setup dialog box” earlier in
this chapter.
Select a file format (TIFF, PDF, JPEG, PNG, etc.) for your output. Your choice
of a file format will depend upon the Send to output type you selected.
NOTE: The All, Black & White and Color/Grayscale options may not be
available for the system output destination you selected. If that is the
case, click the Setup button to select your setup options.
System (2) option — if selected, follow the same instructions as for System
(1).
More Output Formats — provides a complete listing and links to Kodak
Capture Pro and third-party system output destinations that are available from
the Kodak Alaris website.

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Setting up your e-mail The E-mail option on the Output tab allows you set up the software to
options automatically e-mail output batches, with or without index data.
1. Open the Job Setup dialog box and click the Output tab.
2. Click the E-mail option. The Destination\E-mail: dialog box will be
displayed.

3. Select an e-mail software application to send e-mails from the Default

e-mail application drop-down list.
4. Enter the information you want to appear as the subject line of the e-mail in
the Default title of e-mail field. You can select a predefined value to this
subject line (e.g., date, name, etc.) by clicking Setup. The Default Title of
e-mail Text Field Value Setup dialog box will be displayed in which you can
select additional items to add to the e-mail title.

• Select the values you want to add to the e-mail title from the Predefined
values list. With each addition, click Add Item.
• Click OK when finished.
NOTE: If you want to delete the last value, click Delete Item. To
delete the entire formula, click Delete Formula.

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 5. Enter the maximum size allowed for an e-mail attachment (in MB) in the
Max size of attachments field.
6. Check Interactive if you want a confirmation before the e-mail is sent.
NOTE: If you are using older versions of Outlook Express as your e-mail
client, you may need to check this option, otherwise the e-mail may not
be sent.
7. Enter one or more e-mail addresses in the To field, cc field and bcc as
applicable. The e-mail address(es) must be enclosed in double quotes
(e.g., “John [email protected]”).
8. If desired, click Setup to add predefined values to your e-mail recipient
names.
9. If you are including an attachment, you can enter a name of the attachment
and/or select predefined values by clicking Setup. The attachment name
must be enclosed in double quotes (e.g., “Patient file”).
10. Check Include associated document index data if you want data to
automatically be displayed in the E-mail body field. To change this data,
click Setup and the E-mail Body Text Field Value Setup dialog box will be
displayed.

• Enter any text you want to appear in the e-mail. The information you
enter must be enclosed in double quotes (“ “). You can also select any
values from the Predefined values list and click Add Item.
• Click OK when finished.
11. Check Save images to disk if you want to save the output image files to
your hard drive in addition to sending the email output.
12. Click OK when finished.
NOTE: If you check Image under the E-mail option on the left side of the
Output tab, you can check destination options (TIFF, PDF, JPEG, PNG,
etc.) depending on your type of output.

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Setting up your Print The Print option allows you to print your output.
options 1. Click Print on the Job Setup - Output tab.

2. Select the desired printer from the Printer name drop-down box.
3. If you want to change the printer properties, click Properties. The
properties for the selected printer will be displayed.

4. Change the printer properties as desired and click OK.

5. Select the number of copies you want to print from the drop-down list and
click OK.

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Using the SharePoint The SharePoint Index Setup provides a quick, easy way of configuring a
Index Setup wizard Capture Pro Software job setup for use with your existing SharePoint site.
The setup wizard will guide you in connecting to your SharePoint site, creating
index fields to populate SharePoint columns and defining storage paths for
images.
The wizard is aware of SharePoint data types and will recommend index field
formats to ensure properly formatted and ‘in range’ data capture. In the case
of columns of type ‘choice’, the wizard will populate a drop-down list with the
acceptable data values.
The SharePoint Index Setup wizard will guide you through four steps:

Step 1: SharePoint setup: 1. Select a connection to the SharePoint site where you want to place the
create, edit and select a batch images and data. A connection specifies the Host name, Site name
SharePoint connection and the Credentials required to access the site. You may provide a
meaningful name to the connection for future use.

If no connections have been defined, the Create a SharePoint connection

dialog box will be displayed.
1. Enter a name for the connection. You will use this name to refer to this
specific SharePoint site.
2. Select Use Windows login and password if you will be accessing the
SharePoint site with your Windows login ID and password.
3. Select Use SharePoint account and enter your User Login ID and
Password to use your SharePoint account credentials to access the
SharePoint site.
4. Enter the Host name. For example: https://my-SharePoint-host.
5. Enter the Site name. If the host name and credentials are correct, you can
click Browse to select the available sites.

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 NOTES:
• Before browsing a SharePoint site, make sure you have permission to
access all subsites. To check access, first browse to //<server>/_vti_bin/
Lists.asmx. If errors are returned, verify the SharePoint setup and site
permissions.
• To access an Office 365 SharePoint Online account, check SharePoint
Online.
• To access an Office 365 SharePoint Online account you must first install the
SharePoint Server 2013 Client components SDK and the Windows Identity
Foundation. Both components are available at the Microsoft Download
Center.
• To determine the Host Name, use a web browser to browse to your O365
site. In the browser Address bar make note of the URL. The host name is
typically the first part of the URL and ends before /_layouts/...

Step 2. Creating document After selecting one of the available SharePoint lists found on your SharePoint
index fields based on your site and selecting the Document Type, the SharePoint columns will be
existing SharePoint columns displayed.

The Column Type will be shown and the Required checkbox will be checked if
the column is required by your SharePoint list.
By default the Create Index checkbox will be checked for all column types that
may be populated by the automatically created and configured index fields. If
you do not want to populate a specific column or do not require a new Index
field to populate a specific column, then uncheck the Create Index checkbox.
If you want to create an index field for a SharePoint column that is not
checked, check the Create Index check box and then click Edit to configure
the index field. Later you can specify the data that will be stored in a column.

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 As an example of when to uncheck the Create Index checkbox imagine that
the SharePoint column Full Name is to contain a persons name in the form
‘last name, first name’. Two existing index fields, ‘First Name’ and ‘Last Name’,
will be used to populate this column. The mapping of these two index fields
will be done later, for now uncheck the Create Index checkbox for the ‘Full
Name’ column as an index field ‘Full Name’ is not needed.
An Input Format will be recommended for each new index field based on the
data requirements of the SharePoint column. You do need to change the
recommended format unless you want to further restrict the data range or data
type.
A Default Value will be shown if a default value has been specified in
SharePoint for the column. You can change an existing value or add a default
value if a value is not shown by selecting the drop-down list. A list of
predefined values, including any defined bar code, OCR or mark detection
zones will be displayed. If you require a more complex default value, select
Edit. You can define the default value using one or more predefined tags or
fixed strings.
The Status column will indicate if there are any issues in creating an index
field. Selecting a row containing the indication will display a status message in
the area below the Edit button. This symbol indicates that an index field will
not be created for this SharePoint column. In most cases this is because the
column type may not be automatically created by the application. For example
the column type calculated requires references to other SharePoint columns
that are not known by the application. You can create an index field for this
column by checking Create Index.

Selecting a row containing the indication will display a status message in

the area below the Edit button. The status message will describe the problem
and how it can be resolved. This symbol indicates that there is a problem
creating the index field that must be resolved before continuing. You can
uncheck the Create Index checkbox if the index field is not needed.    
To add or edit other index field parameters such as Output format, Substitute
Characters and List (for drop-down index fields), select the row for the
appropriate index field and click Edit.

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Step 3. SharePoint setup: Now that you have created index fields, you can use these index fields along
Selecting values to populate with system values (Job name, Batch name, date, time, etc.), OCR, bar code
SharePoint columns mark detection zone values or combinations of these values to populate your
SharePoint columns.

The SharePoint columns that require a value are shown at the top. By default
the index field created in Step 2 is used to populate the column. To select a
different value, select the SharePoint column and select the change control
icon. You can select one or more items from the list, including fixed text strings
enclosed in double quotes. For example "Created : "<DATE_DDMMYY>.
Any SharePoint column that was not included in Step 2 (Create Index
checkbox not checked) will not show a default value. This is because no index
field was created for this column. You can still define a value for this column
using other index fields, system values, OCR, barcode or mark detection zone
values or a combination of these values.
NOTE: The SharePoint Name column will define the name of the file stored in
SharePoint. Step 4 describes how to group images.
If you group by Multi-Page for each document, then each document must
have a unique name. For example Name can be
<DOCUMENT_SEQUENCENUMBER>.
If you group by Single page, each image must have a unique name which
means the Name column must contain a value that will be unique for each
image. For example Name can be
<IMAGE_SEQUENCENUMBER_DOCUMENT>.

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Step 4. SharePoint setup: The last step is to specify the format of the images and where you want to
Defining storage options and store the images in SharePoint.
paths

The Starting Folder is the path to an existing folder in the current SharePoint
site. The image paths you specify for All, Black & White and Color/Grayscale
will start at this folder. Select Setup to view the available folders.
If you have Black & White and Color/Grayscale images and all the images are
to be stored at the same location using the same image format, select the All
checkbox.
Select the file type (Text, TIFF, PDF, etc.) for your output. Select Options to
configure the file format for the file type you selected. For a description of the
file format dialog boxes see the section entitled, “Setup options for File (1) and
File (2)” in Job Setup: Output tab later in this chapter.
You can specify a folder location for the image in the box below the file type.
Select Setup to build the folder location from available system and field index
values.
NOTE: The Setup buttons allow you to specify the path and folder name in
which to store images (SharePoint documents). Each document must
have a unique path and name or the document may be overwritten. If
versioning is configured, a duplicate filename error may result. Verify
that the SharePoint Name you choose in Step 3 is compatible with the
path and image grouping selection.
If you only have Black & White or Color/Grayscale images or you want to have
different file types for your Black & White and Color/Grayscale images, select
the Black & White and Color/Grayscale checkboxes.

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 To check-in documents to a SharePoint document library that has versioning
enabled, check the Check in after uploading checkbox. If your SharePoint list
does not have versioning enabled, a warning will be displayed and the box
unchecked. You can check-in documents with a major version number (1.0) or
with a minor version number (0.1). If your SharePoint is not configured to allow
minor version numbering, a warning will be displayed and the major version
number selected.
NOTE: When SharePoint versioning is enabled, you may also need to
configure SharePoint to Require check out.
When checking in, you can include a Check In Comment. The comment may
be a fixed message or click Setup to build a comment using system and index
values. For example: <STATION_NAME>" : " <USER_NAME>.
The predefined index Image Sequence number (batch) can start at a specific
number by checking the Continuous image numbering from checkbox and
providing a start value.
NOTES:
• Checking the Continuous image number from checkbox does not change
the Image Sequence number (document) start value.
• Before starting the wizard it is recommended that you create any barcode
OCR or mark detection zones that you want to include in the output to
SharePoint.
Launch the SharePoint Index Setup wizard by:
• Selecting File>Job Setup, then select the SharePoint Index Setup Wizard
button at the bottom of the Job Setup dialog box.

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SharePoint Modern This option allows you to enable Modern Authentication for SharePoint Online
Authentication from the SharePoint Index Setup Wizard.
NOTE: This option is disabled when Use Windows login and password is
checked.

To create a SharePoint Online connection:

1. Click the radio button to activate Use SharePoint account and check the
box for the SharePoint Online option.
2. Check the box for the Modern Authentication option, which initiates web-
based two factor authentication to complete SharePoint Online setup.

3. In the login pop-up, enter your SharePoint Online account username.

4. After your username is confirmed as valid, enter your SharePoint Online

password to complete first factor sign in.

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 5. Enter the verification code from your telephone/mobile phone to complete
second factor sign in.

6. Upon successful SharePoint Online login, a connection OK message is

displayed when you click Test Connection.

If the login is unsuccessful, an error message is shown.

7. Following a completed SharePoint Online login, a pop-up window allows

you to choose to stay signed into SharePoint by selecting Yes or to sign
out after your session is finished by clicking No. If you choose Yes, the
login pop-up is not displayed during future SharePoint connection

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 attempts.
NOTE: If you select batch output, the same two-factor authentication process
is used to initiate connection and files are uploaded to your SharePoint
Online site upon successful login.

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Advanced options When you select Advanced Options the following options are available:
Auto-Deletion — deletes a front or back image when the image size is lower
than the values specified on the Auto-Deletion dialog box.
Auto-Orientation — analyzes the content of your documents and orients each
document so it is right-reading.
Background Color Smoothing — using this option for documents or forms
with a background color will help produce images with a uniform background
color.
Image Edge Fill — fills unwanted black or white edges on an image, thus
producing a cleaner image.
Image Stamping — stamps the image number on the front and/or back sides
of each page.
Rotate — rotates all images in a batch 0, 90, 180 or 270 degrees as selected.
Stitch — merges all images of a document into a single output file. Images
must be the same width and all but the last image must be the same length.
Split — converts the front and back image into multiple images. Images must
be the same type (color/grayscale or black and white).
To access the image processing options:
1. Click Image Processing under Advanced Options on the Output tab.

2. Select the desired image processing option and configure as desired.

NOTE: The sections that follow provide detailed information about each
option.

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Auto-Deletion The Auto-Deletion option allows you to set options for automatically deleting
an image with no content or very busy pages (e.g., the back of a form which
has a lot of explanatory text on it). Auto deletion settings are specified
independently for front and back images.
If you are scanning color, grayscale and/or black and white image types, auto
deletion settings are also set independently. Therefore, you can choose to
delete only the selected image type.

When using Auto-Deletion, it is recommended that you scan some

representative documents which you consider to be blank or almost blank, by
using the Test option. The results of the Test option will help you determine if
you should set the auto delete values using the Image size (byte) is option or
the Image content (%) option.
• Image size (byte) is Above — select this option if you want to delete pages
with a lot of busy, explanatory content on them. For example, if you are
scanning documents with similar content (e.g. insurance forms) on the front
and back page, and the front page has content you need to keep, but the
back page contains instructions on how to file a claim (that you do not need
to keep), enter the number of bytes that you want Capture Pro Software to
delete any image file greater than that amount. Any image that is more than
this value will be considered too large and will be deleted.
• Image size (byte) is Below — select this option if you want to delete pages
with no content or very little content. Enter the number of bytes that Capture
Pro Software will consider the image size to be blank. Any image that is less
than this value will be considered blank and will be deleted.
• Image content (%) is Above — this option is similar to the Image size
(byte) Above option except that you enter a percentage value that Capture
Pro Software will consider the image to have too much content. Any image
more than this will be deleted.

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 • Image content (%) is Below — this option is similar to the Image size
(byte) Below option except that you enter a percentage value that Capture
Pro Software will consider the image to be blank or too little content. Any
image that is less than this value will be considered blank and will be
deleted. Use this setting when there are blank pages.
NOTES:
• When selecting the Image size (byte) option, other factors such as
resolution, compression, etc., will impact the image size.
• The Image content (%) option only looks at the percentage of information
on the image and therefore, is a more consistent and dependable option to
use when images may vary in size, resolution, compression, etc.
Never — click Never, if you do not want to delete any images.

Keep blank images — when this option is enabled (checked), blank images
are highlighted rather than deleted.

Images may be marked as blank either by clicking Mark as blank from the
Tools menu

or by right-clicking selected images and choosing Mark as blank.

This option is active only when images are selected, and highlights marked
images with a red border in the Image Viewer.

NOTES:
• Image index files are populated with the “<IMG_MARKBLANK>” tag when
Image marked as blank is added to the Current indexes: column in the
Index Content Setup dialog.
• <IMG_MARKBLANK> = 1 if an image is marked as blank, otherwise the
value = 0.

Auto-orientation This option analyzes the content of your documents and orients each
document so it is right-reading.
Auto orientation does not work with all character sets. It is recommended that
you scan some test documents to ensure the document will be oriented
correctly.

• You can select Enable auto-orientation on front or Enable auto-

orientation on back.

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 NOTE: Auto-orientation will be performed during the output creation
process.

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Background color smoothing This option can be used for documents or forms with a background color to
help produce images with a uniform background color.

Before Background Color After Background Color

Smoothing Smoothing
The smoothing options can be applied to the front and/or back of a page.

You can select a smoothing type of:

None — no background smoothing will be performed; image will not be
changed.
Automatic — the background color(s) will be selected and smoothed
automatically.
Change to White — identifies up to three background colors and substitutes
each one with white. If you select this option, the Apply to drop-down box will
be available allowing you to select:

• Predominant: only the most common background color will be changed to

white.
• Neutral: only the neutral background color(s) will be changed to white.
• All: the background color(s) will be changed to white.
Aggressiveness — controls the amount of variability that can be corrected in
the background color(s). Select a value from 1 to 20.

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 Preview — opens the Background Color Smoothing Preview dialog box, which
allows you to compare the original image against the changed image and alter
your settings.

Image Edge Fill This option allows you to fill and clean up the unwanted edges on a scanned
image by covering the area in Black or White (as selected). This option can be
applied to the front and/or back of an image.
You may want to use this option if you have pages with punch holes or ragged
images that you want to clean up.

Original: 3-hole punch without Image with 37/100th of an inch: Image with 62/100th of an inch: Image with 150: fills the entire
Image Edge Fill fills half of the hole. Value is fills the entire hole and keeps hole AND fills some text. Value
not enough. all text. Value is good. is too large.

• Select a value in the Top, Left/Right and/or Bottom area(s) from each side
of the scanned image to be filled in 1/100ths of an inch, or select All sides
match to fill in the same amount on all sides.

NOTE: When using Image Edge Fill, be careful not to enter a value too large
as it could fill in image data that you want to keep.

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Image Stamping Image stamping inserts information such as time, date, various sequence
numbers and job or batch name into the scanned image. The Image Stamping
dialog box allows you to place this information at various locations on the front
and/or back of the page. The front and back of a page can be configured
separately.

Front/Back: Stamp string — click Setup to display the Stamp String Setup
dialog box. You can combine one or more items from the list to build a stamp
string formula. For more information, see “Building location and filename
formulas using the Location Setup dialog box” in the “Setup option for File (1)
and File (2)” section earlier in this chapter.
Location: Top or Bottom — places the stamp on the top or bottom of the
image as selected.
Location: Left, Middle or Right — places the stamp on the left, middle or right
of the image as selected.
Margin — select a margin size in 1/100ths of an inch to indicate how far from
the Top, Bottom, Left or Right margin you want the stamp to be placed.
Font size — select the font size of the stamp: 16 or 18 point.
Bold — enable this checkbox for bold print.
Copy front to back — if you want the same setup values on the back as the
values you set up on the front, enable this checkbox.

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Setting up a stamp string To setup an image stamp string, do the following:
1. Click Setup on either the Front or Back section. The Stamp String Setup
dialog box will be displayed.

2. Select the items from the list of available Stamp String formulas that you
want to include in your stamp string. For each item you select, click Add
Item.
NOTES:
• The Add leading zeros and Number length fields become available
when you select the following: Document ID, Page Sequence
Number, Image Sequence Number, Image Address Level 1, Image
Address Level 2, or Image Address Level 3. When selecting Page
Sequence Number or Image Sequence Number you will also have
the option to specify when the page or image sequence number should
be reset and the value to which it should be reset.
• To remove an item from the stamp string formula, click Delete Item.
• To delete an entire formula from the stamp string formula, click Delete
Formula.
3. When finished defining your stamp string, click OK.
4. Define the location of the stamp string by specifying the placement of the
image stamp on either side of the page. Margin defines the size of the
border between the text and adjacent page edge(s), either from the right or
left edge horizontally and top or bottom edge vertically. If Middle is
selected, the margin is only applied to the vertical dimension.
5. Select the desired font size: 16 or 18.

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 6. If bold type is desired, click Bold.
7. Select Copy front to back if you want to duplicate the same stamp string
specified on the front page on both sides, otherwise proceed to setup the
back stamp string.
8. When finished, click OK.
NOTE: Capture Pro Software makes no attempt to fit text into the image
stamping region. If an image stamp is larger than the allocated region,
excess text will be truncated. Image stamp size is difficult to predict
and depends on the complexity of the formula, font size, allocated
margins and the string itself. It is recommended that a test scan(s) is
performed to be sure that the specified string is not too large to fit into
the stamping region.

Rotate This option allows you to select the desired rotation of 0, 90, 180 or 270
degrees. The degree of rotation applies to all images in the batch.

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Stitch When this option is selected, all the images of the document will be merged
into a single, continuous file.
NOTE: To use this effectively, all images must be the same width and length. A
page setup can be used to alter the image width. All images except the
last image must be the same length.

Split When this option is selected, the front and rear image will be converted into
multiple (up to 6) images. Images must be the same type (color/grayscale or
black and white).

Split Page or Image — enable this checkbox to activate the Split option.
Number of resultant images — choose from 2 to 6 images that you want to
split from the drop-down list.

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 Split image if width is between — use the two drop-down lists to select a
range of widths for the page or image. If the page width falls within this range,
it will be split. If either the front or back side falls outside the range, neither side
will be split.
Front and/or Back — enable this checkbox for Front and/or Back to activate
the split. A graphic will be displayed showing your selection. For example, if
you enable both checkboxes, the two book icons will appear with a red "X" on
each page:

NOTE: When using a simplex-only scanner, only select Front. Selecting both
Front and Back will result in no split.
Output order — the page order will be displayed in this field. Click on each
image segment in the order you want the images to be output. As you click on
an image segment, the red "X" disappears.

Any image segment that is still marked with a red "X" will be deleted and not
sent to output. This option might be useful for the last page of a pamphlet that
is always blank.
Reset Order — any order that you originally specified will be deleted and you
can reorder your images.

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Invoke Other The Invoke Other Program option on the Output tab allows you to use an
Program option application other than Capture Pro Software to make changes to your output.
Select the checkbox to enable this option.

Program Name — enter the application name. If needed, click Browse to

search for the application.
Parameters — parameters can be any combination of literal text strings and
variable values which are determined at the time a batch is output. Variable
values are defined by clicking Select.
Literal text strings can be typed into the Parameters text box or in the
Parameter formula window of the Parameter Setup dialog box. Literal strings
should be separated by spaces. Literal strings which include spaces should be
enclosed in double quotes.

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 To add a variable parameter:
1. Click Select to display the Parameter Setup dialog box to setup variable
parameters.

2. Select the parameter you want to add from the list of Available parameters.
3. Click Add Item.
NOTES:
• You can click Delete Item to delete a parameter from the Parameter
formula, or delete the entire parameter formula by clicking Delete Formula.
• You can also enter literal strings in the Parameter Formula dialog box.
Variable parameters are added to the formula enclosed in <> marks (e.g.
<BATCH_NAME>).
When the batch is output, the actual value will be substituted and the value
passed as a parameter.
For example, the parameter formula <BATCH_NAME> one two "three four"
produces the following four parameters:
/BATCH_NAME=Batch99999
one
two
three four
Omit “/tagname=” identifiers on parameters — by default, parameters will
be passed to the invoked application preceded by a string of the form /
tagname= where tagname identifies the parameter type (e.g. /
BATCH_NAME=Batch001). Selecting this option will omit this identifier and the
program will have to know the number and sequence of passed parameters in
order to interpret them properly.
For example, if Omit “/tagname=” identifiers on parameters was selected,
the formula: <BATCH_NAME> one two "three four" would produce the
following parameters:
Batch99999
one
two
three four

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 Create output file and send its path as parameter — selecting this option
generates an XML file which contains the parameters. The path to this file will
be passed to the invoked program as the only parameter.
Location — click Setup to specify the path formula and file name for the
output file.

In the XML file, string literals will be in a PARAM_LIST element which contains
one PARAM element per literal.
Variable parameters will be contained in elements which identify the parameter
type (like <BATCH_NAME>).
A schema file KCCustomApplication.xsd (see Appendix D) can be used to
validate resultant XML files and as a reference during code development.
For example, the location and file name formula
<EXPORT_PATH>"\"<BATCH_NAME>"\" and Parameters.XML generated the
parameter C:\BatchesPro\Batch001033841\Parameters.XML.
The Parameters.XML file had the following content:

<?xml version="1.0" encoding="UTF-8" standalone="no" ?>

<KCCustomApplication xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:noNamespaceSchemaLocation="KCCustomApplication.xsd">
<PARAM_LIST>
<PARAM>one</PARAM>
<PARAM>two</PARAM>
<PARAM>three four</PARAM>
</PARAM_LIST>
<BATCH_NAME>Batch001033841</BATCH_NAME>
</KCCustomApplication>

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Remote Output Remote Output allows you to transfer batches to a Remote Output server for
(Network Edition processing. This is most useful for processing intensive jobs which may slow
down capture operations, such as jobs which produce searchable PDF files.
only) Remote Output server configuration is contained in a server map which is
configured as part of the Capture Pro Software installation (see the
Administrator’s Guide for Network Edition).
One or more optional Remote Output servers may be present in a Network
Edition configuration.

A job setup can be configured to always send batches to a particular output

server (Manual Select) or distribute jobs among output servers in a “round
robin” fashion (Auto Select).
• If the Auto Select option is selected, batches will be assigned in rotation to
available output servers. No load balancing will occur.
• If the Manual Select option is selected and the server is “down”, an error
will be returned to the application and the user will have to manually select
another server or change the job setup to Auto Select.
When selecting Remote Output servers, it is important to remember that
servers must be properly configured to process any jobs sent to them. Server
configuration is not within the scope of the Network Edition installation. For
example, if a job uses the Invoke Other Program option, the invoked program
must be installed and configured on the output server. This applies to all types
of output including those which rely on external databases or other System
Output Destinations.

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Job Setup: Not all scanners have scanner-specific settings. This section applies only to
Scanner-specific scanners that have printing, image addressing, batch, and patch capabilities. If
your scanner requires scanner-specific settings, a KODAK Scanner: iXXX
settings option will be displayed on the left side of the Capture tab.

Scanner Options The Kodak i3000/S3000/i4000/i5000/i1800 Series Scanners and the Kodak
S2085f and i2900 Scanners provides the Scanner Options box which allows
you to access the TWAIN Datasource and setup Message Configuration and
other options (e.g.,Printing, Image Addressing, Patch, Batch, etc.)

NOTE: Printing, Image Addressing, Batch and Patch options are described in
detail in the Scanning Setup Guide for your scanner. To obtain a copy
of the Scanning Setup Guide, go to: www.alarisworld.com/go/support
and select your scanner.
Scanner Options
When you click this icon, the TWAIN Datasource will be displayed
allowing you to configure your Printer, Image Address, Batch, Patch,
etc. options. For information and procedures on using the TWAIN
Datasource, refer to the on-line help for the TWAIN Datasource.

Message Configuration — displays the Message Configuration dialog box.

This dialog box allows you to specify custom text to be included in your print
string. A maximum of 20 characters is allowed. You can have up to six unique
messages per string. The Printer option in the TWAIN Datasource must be
enabled and configured before configuring custom messages in Capture Pro
Software. See the next section for procedures on customizing your print string.
New batch starts with counter equal to — enter the number you want to
start a new batch with.

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Customizing text for your NOTE: The printer configuration that you set up in Capture Pro Software will
print string override any printer configuration setup in the TWAIN Datasource.
1. Click Message Configuration. The Message Configuration dialog box will
be displayed.

2. Click Setup for each message you want to configure. The Message Setup
dialog box will be displayed.

3. Select a value from the Predefined values list and click Add Item.
4. Click OK when finished.
NOTE: Click Delete Item to remove the last value in the formula, or Delete
Formula to delete the entire formula.

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Kodak i5850 and i1850S In addition to the Scanner Options previously described, the Kodak i5850
Series Scanners Series Scanners and the Kodak i1850S Series Scanners provide the following
options.

Image Address Options

• Delete level 3 pages: this counter is associated with the numeric portion of
the batch name. Whenever a level 3 page is scanned, Capture Pro Software
will automatically create a new batch and discard the level 3 page.
• Delete level 2 pages: this counter is associated with the document number
of the current batch. Whenever a level 2 page is scanned, Capture Pro
Software will automatically create a new document.
• Set image address on new batch: sets the image address value when a
new batch is manually created in Capture Pro Software. This option does
not affect the image address when batches are automatically created in
Capture Pro Software (e.g., blank page separation, bar code separation). By
default, the image address default value for a new batch will be as follows:
- Fixed field: the default value as defined in this dialog box.
- Level 3: the batch number portion of the Capture Pro Software batch
name (e.g., a value of 19 if the batch name is Batch019).
- Level 2: Capture Pro Software document number for the first document
in the batch.
- Level 1: 0 if the image address format is level 2 or level 3.
1 if the image address format is level 1.

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 • Set image address on scanner start: automatically resynchronizes the
scanner image address with the current scan batch in Capture Pro Software
every time the scanner is started. The image address value is set to what
the image address should be for the next scanned page. This option is only
available when Set image address on new batch is enabled.
When the scanner image address is resynchronized, the image address
fields will be set to the following:
- Fixed field: will not change from the current scanner value.
- Level 3: the batch number portion of the Capture Pro Software batch
name.
- Level 2: the current Capture Pro Software document number.
- Level 1: the number of pages in the current document if the image
address format is level 2 or level 3. Number of pages in the current
document + 1 if the image address format is level 1.
NOTE: When simultaneous scanning, Set image address at scanner
start is not recommended. This is because the number of pages
in the current document is not correctly maintained by Capture
Pro Software when simultaneous scanning. As a result, the level
1 portion of the image address can easily get out of sync.
Fixed field value — this is a static field containing ASCII text that does not
increment or change during scanning. Enter the text in the field or click Setup,
which displays the Fixed Field Value Configuration dialog box.
OK — saves your settings and closes the Job Setup dialog box.

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126 A-61993 March 2022
3 Patch Setup

About patch codes Capture Pro Software allows you to separate pages and documents on your
scanner with pages containing patch codes. It also allows you to create
attachments to your documents. Before you can use patch code separators,
you must set up your job to recognize patch codes.
Capture Pro Software supports three types of patch codes:
Patch Type Function Patch kept?
Patch 2 Separates pages into documents yes
Patch 3 Separates documents into batches no
Patch T Separates pages into documents no
(programmable) Separates documents into batches
Creates an attachment

You can define the separation method for each patch code. This is useful for
existing jobs where Patch 2 codes were used as document separator pages
instead of Patch T codes. You can also define a patch code to create an
attachment. For new jobs and for compatibility reasons, it is recommended that
you use patch codes the way they were designed to be used.
• For information on patch code reading when color or grayscale scanning,
see “Using separators when color scanning” in Chapter 4.
• For information on using patch codes on Kodak i800 and i1800 Series
Scanners, see “Job Setup: Scanner-specific settings”. When patch code
reading is enabled on a Kodak i800/i1800 Series Scanner, patch code
reading with Capture Pro Software is not allowed. Conversely, when patch
code reading is enabled with Capture Pro Software, patch code reading on
Kodak i800/i1800 Series Scanners is not allowed.

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Setting up patch
codes
Patch 2, 3 or T code The Patch 2, 3 or T separation settings under the Capture tab on the Job
separation Setup dialog box allow you to set up Capture Pro Software to recognize patch
codes as separators between batches or documents on your scanner. Each
patch has its separate window, but the commands are the same in all three
windows. You can set up the system to recognize all three patch codes or just
certain ones.

NOTES:
• If the Detect patch check boxes are disabled in all three Patch Code
windows, the patch reader is disabled.
• If you have checked Detect patch on any of the Separation by Patch dialog
boxes, Capture Pro Software checks each page for the type of patch code
you selected.
Detect patch—when checked, enables the Detect patch option.
• Alternatively search on 180 rotated images—if patch code reading is
unsuccessful, this option rotates the image and searches for the patch code
again. This option helps prevents a patch code read failure because a page
was scanned upside down.
NOTE: The software always searches for patch codes in the first 4 inches
(10 cm) of the top of the image after rotation, deskew, and cropping
(if any). If a patch is vertical, the image should be rotated with the
Software rotation option defined on the Page Setup dialog box.
• Alternatively search on back—if patch code reading is unsuccessful, this
option searches the back side of the document for the patch. If the software
detects a patch code on the front side, it will not look for a patch code on the
back side.

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 What to do if patch code is detected—select one of these options:
• Batch separation: creates a new batch with a patch code.
- Patch 3 is normally used to create a new batch.
- Typically the page containing a patch code for batch separation should not
have any content. Therefore, the software discards the patch code page;
the next page scanned becomes the first page of the first document in the
batch.
• Document separation: creates a new document with a patch code.
- Patch 2 is normally used to create a new document and keep the image of
the page containing the patch code.
- Patch T is normally used to create a new document and delete the image
of the page containing the patch code.
• Create attachment: creates an attachment with a patch code.
• Delete page: deletes the page containing the patch code that started the
new document or attachment. This option is important when you use inserts
used for document separation purposes that do not contain any other
information.
• Rotate document based on patch: rotates the image containing the patch
code so the patch code is located horizontally on top of the page. All images
in the document will be rotated. This option only works when the
Alternatively search on 180 rotated images option is enabled.
- The Rotate document based on patch option does not work when the
patch code separator page is discarded.
OK—closes the dialog box and saves your settings.

Creating an attachment 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
with a patch code 2. Select the job from the Job Name drop-down list that requires patch code
separation.
3. Open the Capture tab and select Separation>Patch Code.
4. Select the patch type that you want to define: Patch 2, Patch 3 or Patch T.
The Patch Code window will be displayed.
5. Click Detect patch.
6. Under What to do if a patch code is selected, check the Create
Attachment.
7. Check all other desired options in the Patch Code window.
8. Click OK.

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Separating batches or Capture Pro Software can recognize patch codes as separators between
documents with patch batches or documents on your scanner.
codes 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select the job from the Job Name drop-down list that requires patch code
separation.
3. Open the Capture tab and select Separation>By Patch Code.
4. Select the patch type you want to define: Patch 2, Patch 3 or Patch T. The
Patch Code window will be displayed. You can enable as many of the
patch code types as you need.

5. Click Detect patch.

6. If desired, check one or both of the following options: Alternatively search
on 180 rotated images and/or Alternatively search on back.
7. Under What to do if a patch code is selected, check either the
Document Separation or Batch Separation.
8. Check any other desired options.
9. Click OK.

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4 Bar Code, OCR and Mark Detection Setup

Overview To use bar codes, OCR zones or mark detection zones for indexing in your job
setup, do the following:
• Select the Page Setup that will be used when scanning into this kind of job.
• Edit the job setup.
• Scan a page to use as a template for defining your bar code, OCR or mark
detection zone.
• Define where on the template image the bar code, OCR or mark detection
zone will be found.
• Specify how a correct bar code, OCR or mark detection zone value will be
recognized.
• Define the page(s) where you want to apply the zones.

In addition to using bar codes or OCR zones for separation in your job setup
you must do the following:
• Set up the actions connected to that bar code or OCR zone (e.g., create a
new batch, create a new document in the current batch or populate one or
more index fields).
This chapter explains these steps, except for populating index fields.
Populating index fields can be found in Chapter 2, Job Setup.

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Using bar codes Bar coding is a method of encoding data in a machine-readable code
consisting of a parallel arrangement of dark and light elements. The light
elements are referred to as “spaces” and the dark elements as “bars.” The
bars and spaces are either wide or narrow. The combination of wide and
narrow bars and spaces is a bar code. Each bar code begins with a “start”
character and ends with a “stop” character. The industry uses bar codes to
provide more accurate and efficient data input than is possible using manual
data entry.
Bar code setup allows you to define the:
• name of the bar code
• data mask or syntax
• physical location where to find the bar code (in a zone or anywhere on the
image)
• bar code type (width, height, quality and confidence level)
• level where you can find the bar code (batch, document or page)
• source for capturing the bar code
Follow these tips to maximize the performance of Capture Pro Software:
• Choose the Page Setup name that you will use for scanning before you
define a bar code zone.
• Make sure that all glass surfaces (the glass guides or glass over the camera
area) within the scanner transport are clean. Dirty surfaces cause poor read
rates.
• Use a higher resolution to obtain better read rates (300 vs. 200 dpi).
• Check the positioning of the zone around the bar code; it can affect the
confidence level of a bar code. Leave at least a 1/4-inch of space around a
bar code to guarantee that the full bar code will always fall within the zone.
Move the zone around the bar code until the highest confidence rate is
achieved.
• The minimum bar code height specification is 40 pixels. At 200 dpi, 40 pixels
is 20/100ths of an inch; at 300 dpi, 40 pixels is 13/100ths of an inch. For bar
codes smaller than 40 pixels in height, specify a bar code height in the Bar
Code Zone Setup dialog box.
• Verify that the correct bar code type and bar code orientation are selected in
the Bar Code Zone Setup dialog box.
• If bar codes are on documents with color backgrounds, you may need to
lower the threshold value in the Bar Code Zone Setup dialog box for
improved read rates.
• If possible, use medium or low density bar codes. High density bar codes
may require a lower threshold value in the Bar Code Zone Setup dialog box.
• To achieve better read rates on more difficult bar codes, lower the Quality
level in the Bar Code Zone Setup dialog box.
• When using Anywhere bar code zones, use a PC with a 2.8 GHz processor
or higher. This will ensure Capture Pro Software’s ability to scan at scanner
rated speeds when bar code reading is enabled.

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Bar Code, OCR & The Bar Code, OCR & Mark Detection window allows you to scan and
Mark Detection manipulate an image and create a bar code zone, OCR zone or mark
detection zone.
window
To access the Bar Code, OCR & Mark Detection window:
1. Open the Job Setup dialog box.
2. Click Bar Code, OCR & Mark Detection on the Capture tab.

NOTE: Setting eight or more bar code zones for a job may adversely affect
your scanning speed.
Image—if desired, select a pre-existing image from the drop-down list. The
Image drop-down list contains all the images that have been scanned for bar
code setup. You must have at least one image in this list before you can define
a bar code, OCR or mark detection zone.
NOTE: For typical job setups using bar code zones, OCR or mark detection
zones, a single image is all that is required. Multiple images are
needed for job setups that have batch and document header sheets,
each containing bar code, OCR or mark detection information.
Zones—displays the name of a bar code, OCR or mark detection zone. When
you click on one of the zones listed, the image in the display area will highlight
where the zone is located on the image. Any bar code, OCR or mark detection
zone that you defined will be displayed on the current image, even if you
defined those zones using a different image.

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 Icons

Start/Scan—opens the Scan Image dialog box, which allows

you to enter an Image name and scan an image containing bar
codes, OCR text segments or mark areas.
NOTE: Capture Pro Software will use whatever Page Setup is
currently selected when Start/Scan is selected.
Draw region—allows you to draw a rectangle around a bar code
or OCR text segment or marked area on the scanned image and
then displays the Bar Code Zone Setup, OCR Zone or the Mark
Detection Zone Setup dialog box.
Magnify—enlarges a portion of the image. You can enlarge any
area on the image where you place the Magnify tool and click
and hold.
Pan—allows you to move the image around when the image is
larger than the Bar Code, OCR & Mark Detection window.

Zoom in—zooms in on the image.

Zoom out—zooms out on the image.

Fit window—changes the image display so the image fits the

Bar Code, OCR & Mark Detection window.

Actual size—displays the image at the actual size. One

scanned pixel equals one pixel on the Bar Code, OCR & Mark
Detection window.
Test selected bar code, OCR or Mark Detection zone—opens
the Bar Code, OCR and Mark Detection Values dialog box,
which allows you to view test results on a selected zone.
Test all selected bar code, OCR or Mark Detection zones—
opens the Bar Code, OCR and Mark Detection Values dialog
box, which allows you to view test results on all selected zones.
Create barcode—enables you to create a bar code zone from
the displayed image in the Bar Code, OCR & Mark Detection
window.
Create OCR zone—enables you to create an OCR zone from
the displayed image in the Bar Code, OCR & Mark Detection
window.
Create mark detection zone—enables you to create an mark
detection zone from the displayed image in the Bar Code, OCR
& Mark Detection window.

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 Zone properties—opens either the Bar Code Zone Setup, OCR
Zone Setup or the Mark Detection Zone Setup dialog box which
allows you to view the properties of the selected bar code, OCR
or mark detection zone.
Select pages to apply for all zones—opens the Zone Pages
Setup dialog box which allows you to select the page or pages to
apply the defined OCR, bar code and mark detection zones. For
more information see “Zone Pages Setup dialog box” later in this
chapter.
Delete selected zone—allows you to delete a bar code, OCR or
mark detection zone. A confirmation box will be displayed to
verify your choice.

OK—closes the dialog box and saves your settings.

Bar Code, OCR & When you right-click on an image in the Bar Code, OCR & Mark Detection
Mark Detection window, a context-sensitive menu will be displayed. If no bar code, OCR or
mark detection zones are selected, a more limited menu will be displayed.
windows context-
sensitive menu

Cut—removes the selected bar code, OCR or mark detection zone. If you
want, you can paste this bar code, OCR or mark detection to another location
on the same image by left-clicking on the zone and dragging it to the new
location.
Copy—copies the selected bar code, OCR or mark detection. Copy is also
useful when several bar code, OCR or mark detection zones of the exact same
properties (except for location) are required. After defining the first zone, use
the Paste option to duplicate it. After creating each duplicate zone, move it by
left-clicking on the zone and dragging it to the desired location.

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 Paste—pastes a copied or cut bar code, OCR or mark detection zone into the
current image. The Paste option appears on this menu only if you have copied
an image or text string into the clipboard. When pasting a bar code, OCR or
mark detection, the zone coordinates from the saved zone are used in
determining the location of the zone. If the pasted zone is in the wrong
location, you can left-click on the zone and move it to the desired location.
Paste is useful in conjunction with Copy when copying bar code zone
properties to another image containing bar codes in the job.
Test Zone and Test All Zones—attempts to read all or the selected bar code,
OCR or mark detection zones for a value. The Bar Code, OCR and Mark
Detection Values dialog box will be displayed.

This dialog box provides the following information:

• Label indicates the name assigned to the bar code, OCR or mark detection
zone on the Bar Code (OCR/Mark Detection) Zone dialog box.
• Type indicates the type of bar code found in the zone. If the zone is an OCR
zone, the Type will be OCR. If the zone is a mark detection zone, the Type
will be Mark Detection.
• Confidence level (in a percentage) of the bar code value found.
• Orientation of the bar code, OCR or mark detection zone
0° represents a horizontal, right-side-up bar code, OCR or mark detection
zone
90° represents a vertical, top to the left bar code, OCR or mark detection
zone
180° represents a horizontal, upside-down bar code, OCR or mark detection
zone
270° represents a vertical, top to the right bar code, OCR or mark detection
zone
• Value of the bar code, OCR or mark detection zone.
• Zone X and Zone Y coordinates of the upper left corner of the bar code,
OCR or mark detection zone. The coordinates are in 1/100ths of an inch and
represent the distance of the zone from the upper-left corner of the image.
• Zone Width and Zone Height of the bar code, OCR or mark detection zone
in units of 1/100ths of an inch.
NOTE: If a bar code, OCR or mark detection value cannot be found for a zone,
the zone is still included in the value list with only the label and zone
coordinates displayed.

Zone Properties—allows you to define the properties for the currently

selected bar code, OCR or mark detection zone. The Bar Code (OCR/Mark
Detection) Zone dialog box will be displayed. See “Bar Code Zone Setup
dialog box”, “OCR Zone Setup dialog box” or “Mark Detection Zone Setup
dialog box” later in this chapter for more information.

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 General Properties—allows you define properties that will apply to all bar
code, OCR and mark detection zones. This option is useful when using bar
code header sheets for document separation and indexing that has less
content than the rest of the pages of the document. This option can increase
the performance of scanning into the bar code/mark detection/OCR
application.
When you select this option, the General Bar Code and OCR Properties dialog
box will be displayed.

1. Select the Extract bar codes/OCR from images between checkbox to

activate this option.
2. Enter a value in the minimum bytes field (default 1000 bytes) and the
maximum bytes field (default 100000 bytes). The values entered in these
fields limit the images from which bar codes, OCR or mark detection text
will be read to only those whose size falls between these values.
3. Click OK.

Rename Image—prompts you to rename the currently displayed image. When

naming or renaming an image, choose an image name that is unique to
Capture Pro Software. A file extension is not required.
NOTE: Special characters such as: “ ? * . < > \ / are not allowed in the image
name.
Delete Image—removes the current image from the job. Before your image is
deleted, a confirmation box will be displayed to verify your choice. If other
images remain in the image list, then the image preceding the deleted image
will be displayed in its place.
Bar code, OCR and mark detection zone definitions are not affected when you
delete an image as long as you have other images on the image list. However,
if the image to be deleted is the last image in the image list, the following
message will be displayed: This is the last image. Deleting this image also
deletes all bar code, OCR or mark detection zones. Do you want to delete
this image?
If you click Yes, all your bar code, OCR or mark detection zone definitions for
the job will also be deleted. An image must exist in the image list in order to
define bar code, OCR or mark detection zones. If you delete the last image,
you also delete all the bar code, OCR and mark detection zones.
Delete Zone—deletes the selected bar code, OCR or mark detection zone. A
confirmation box will be displayed before the zone is deleted.
Delete All Zones—deletes all the bar code, OCR and mark detection zones
that you defined for this job. A confirmation box will be displayed before the
zones are deleted.

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Scanning an image Capture Pro Software allows you to separate pages and documents on your
for bar code setup scanner with pages containing bar codes. It also allows you to create
attachments to your documents using these bar code separators.
Before you can use bar codes as separators, you must:
• Scan an image containing the bar codes into Capture Pro Software.
• Draw and select the bar code zones.
• Set up your job for bar code zone separation.
Capture Pro Software allows you to scan bar code images directly into the Bar
Code window for viewing, defining and editing.
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list.
3. Open the Capture tab and select Separation > By Bar Code Zones. The
Bar Code window will be displayed.

4. Select the green Start/Scan button. The Scan Image dialog box will be
displayed.

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 5. Position the original document in the feeder and click Start/Scan. The
image will be displayed in the dialog box. Scan the image as straight as
possible. Your scanner will use the parameters of the current Capture Pro
Software page setup.

NOTES:
• Any auto-rotation, auto-cropping and deskew settings from the current
template will also be applied to the scanned image before it is displayed.
• If the image is acceptable, enter a name in the Image name field. The
image name should not contain any of the following characters: : “? * . <
>\/.
• To discard the image, click Cancel.
6. Click OK to save the image.
NOTES:
• Before you can define a bar code, you must save at least one image in the
Image drop-down list.
• You can also transfer an image from the Image Viewer to the Bar Code
window. See “Transferring an image to the bar code window” later in this
chapter.

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Creating and selecting a Before you can use a bar code image for indexing or separation to separate
bar code zone documents or batches, you need to create and select a bar code zone. Bar
code zones are created to indicate where to look for a bar code that satisfies
your bar code zone properties.
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list.
3. Open the Capture tab and select Separation>By Bar Code Zones. The
Bar Code window will be displayed.
4. Select an image from the Image drop-down list. If you need to scan the
image, click the green Start/Scan icon on the Bar Code window.
NOTES:
• Place the mouse cursor at the top-left corner of the area of the image
where you want to define the location for this bar code zone.
• Bar code zones are specific to a particular job; not a specific image.
Therefore, when you create a new image, Capture Pro Software will
display the zones that you defined using previous images.
• When drawing the location for a bar code zone, leave a border area of
approximately 1/4-inch around the bar code. This border is often
necessary for successful bar code reading. Bar code zone locations can
overlap.
5. Click the left mouse button and drag the cursor to draw a rectangle around
the area of the bar code. Bar codes defined with the Zone position
selected on the Bar Code Zone Setup dialog box will be enclosed in a red
box while those defined with Anywhere will be enclosed in a blue box.
After you draw the rectangle, the Bar Code Zone Setup dialog box will be
displayed.
6. In the Zone name field, enter a name for the new bar code zone. You must
create a name in order to save the zone.
7. After entering your other settings, click OK to close the dialog box and
return to the Bar Code window. See “Bar Code Zone Setup dialog box” for
field descriptions.
8. Click OK to save your settings and close the Job Setup dialog box.

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Bar Code Zone Setup Use this dialog box to name your bar code zone, describe how to recognize a
dialog box valid bar code for this zone and specify any bar code separation.

Zone name—enter the name for your new bar code zone. This name identifies
the bar code and appears in Index setup as BC_[zonename] in the list of
default values. The bar code Label (from the Barcode and OCR Values dialog
box) does not define or identify a Capture Pro Software index field.
Side: Front or Back—select whether the bar code is located on the front or
back of an image.
Keep bar codes with mask—use this option when one or more Anywhere bar
code zones are defined. The bar code value is only retained for the defined
zone when it complies with the mask specified in the Keep bar codes with
mask field. This ensures that the bar code values read on a page are assigned
to the correct bar code zone.
This option is also useful when more than one bar code zone is in the same
physical location on a page but have different values and meanings (e.g., a
zone defined for a batch header sheet versus a zone defined for a document
header sheet). To comply with a specified mask, each character of the bar
code value must match the mask syntax for that character’s position in the
mask.
For example, a mask of A<8> will retain a bar code value of up to, but not
exceeding, eight alphabetic characters:
Bar Code Value Retained?
SURGERY Yes
ADMISSION No
If applicable, enter a mask value.

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 Minimum length—enter a number for the minimum length of the bar code
value. By default, this option is set to the length of the tested bar code value. If
a value is not found or the value is equal to or greater than six characters, the
default will be set to “6.” It is recommended that the minimum length parameter
be set at six characters or fewer to allow Capture Pro Software to retain bar
code values in cases of a partial reading.
If the Partial Reading option is not required or enabled, then the mask and
minimum length settings can be used in combination to further restrict the
retained bar code values.
For example:
Mask: 9(10)
Minimum bytes: 6
retains bar code values between six and ten digits, while
Mask: 9(10)
Minimum length: 10
retains bar code values only if they are exactly ten digits.
Bar code width and Bar code height—if the bar code has a fixed length or
height, enter these values in 1/100ths of an inch. An entry in one or both of
these fields increases the performance of bar code reading. If one of the
dimensions is variable, enter 0. The default is 0.
Bar code dimensions can vary depending on the amount of skew. Therefore, it
is recommended that you enter these values only when you are sure of the
dimensions of the bar code.
NOTE: You must specify a bar code height for bar codes that are smaller than
40 pixels high (e.g., at 200 dpi, 40 pixels is 20/100ths of an inch).
When specifying a bar code width and/or height, the tolerance is ±10%
(e.g., if you specify 20/100ths of an inch for the bar code height, any bar code
between 18/100ths of an inch and 22/100ths on an inch will be detected).
Type—you may also select additional bar code types that will be considered
valid for this bar code zone. Although it is unusual that more than one bar code
type would be found within a zone, it is possible to select multiple bar code
types. For more information on bar code types, see “Bar code types” later in
this chapter.
The more bar code types you select, the slower your scanning performance.
When you draw a bar code location, Capture Pro Software searches the
location for all bar code types. When successful, the software sets the bar
code type to the one found. Otherwise, a bar code type is not selected. There
are two exceptions:
• For Code 39 Extended and Code 39 HIBC bar codes, Capture Pro Software
may set the bar code type to Code 39. As a result, you may need to
manually select Code 39 Extended and Code 39 HIBC.
• For MSIPH bar codes, Capture Pro Software may set the bar code type to
MSI. As a result, you may need to manually select MSIPH.

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Bar code zone dialog box Verify checksum—check this box if the bar code contains a checksum
(continued) character. Checksum characters help ensure the accuracy of bar code
reading. Not all bar code types support checksum verification. Bar code types
that optionally support checksum verification include:
Code 3 of 9
CODABAR
Interleaved 2 of 5
Some bar code types like PDF417, UPC and EAN have a built-in checksum
routine that cannot be disabled.
If you disable Verify checksum for bar codes containing a checksum, the
checksum value (usually the last character of the bar code) will appear in the
bar code value; otherwise, the check digit will remain hidden.
If checksum verification fails during scanning, a bar code value is not
generated, causing Capture Pro Software index field audits to fail. Some bar
code types, such as Code 128, have mandatory checksum characters. The
code is always present and must be correct for the value to be read. Other
codes such, as Code 39, have optional checksum characters which then add
an additional code when present.
To read invalid Code 128 symbols, you can select the Minimum partial read
characters option. It will report the data characters even if checksum fails. The
invalid checksum will not be returned. When the bar code has an optional
checksum, it will not be validated by the software. It will operate based on the
bar code specification.
Selecting Minimum partial read characters for a bar code with an optional
checksum will return what it finds, whether it is good or bad. There will be
occasions when the bar code returns the correct result but the checksum itself
fails. Since the checksum is implicit, it is not returned and cannot be directly
tested.
Minimum partial read characters—check this box when you want Capture
Pro Software to generate a bar code value, even if a bar code is incomplete. If
this option is checked, enter the minimum number of characters that will be
allowed for a partial read. This is useful for bar codes that are only used for
document or batch separation where the absolute value is less critical.
For indexing purposes, it is recommended that you define field masks and
minimum lengths. Capture Pro Software will not produce any bar code value if
the bar code is incomplete and the Minimum partial read characters field is
disabled.
NOTE: Minimum partial read characters should not be used when Verify
checksum is enabled, as this may result in a bar code value being
generated when checksum verification fails.
Filtering—when reading barcodes from fax machines or other devices that
may have CCD pixel dropout, applying a filter may help the read rate if bars
are missing pixels. Selecting Filter1 will fill a gap in a bar of 1 pixel. Filter2 will
fill a gap of 2 pixels, etc.

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 Process bar code by—when set to Auto, the bar code will be read in the
scanner if possible. If the scanner reaches its maximum number of bar codes
or the bar code is not supported in the scanner, then the bar code will be read
by Capture Pro. When set to Capture Pro, the bar code will be read in the
software.
Advantages of reading bar codes in the scanner (Auto):
• Fast—bar codes are read at full scanner speeds.
• Resolution—bar codes are detected at full image resolution (1200 dpi).
Image processing and compression may degrade edges on some scanner
models.
Disadvantages of reading bar codes in the scanner (Auto):
• The scanner can read fewer bar codes per image than Capture Pro
• The scanner reads fewer bar code types than Capture Pro.
NOTE: If you choose the option Read all bar codes, then Process bar code
by must be set to Capture Pro.
Bar code zone dialog box Orientation—select an orientation option from the drop-down list. If your bar
(continued) codes all share the same orientation (e.g., all horizontal or all vertical), it is
recommended that you indicate the specific orientation; this will increase bar
code read and scanning performance.
If your bar codes are predominantly in the same orientation (e.g., horizontal)
but may have an occasional bar code in the opposite direction (e.g., vertical) it
is recommended that you use the appropriate "and" orientation (e.g.,
Horizontal and Vertical).
When the bar code zone is first created, Capture Pro Software automatically
sets the orientation to the orientation of the bar code, if found. Horizontal is
the default.
Confidence—enter a confidence ratio number to restrict what Capture Pro
Software considers a successful bar code read. For example, the higher the
value you enter, the chance of misreading bar codes will be reduced.
Quality—select a quality setting between Worst and Best. The highest quality
bar codes are printed by a laser printer or pre-printed with an offset printer.
Lower quality bar codes are printed with inkjet or dot-matrix technology.
Depending on the quality of bar codes being scanned, set the Quality level
accordingly. The higher the quality setting, the faster the bar code read
performance.

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 Position—select Anywhere or Zone.
• Anywhere: when creating a zone for an Anywhere bar code, draw a
location around one bar code somewhere on the page, and select the
Anywhere option. This situation often occurs when bar codes may be found
at unpredictable locations on documents. When looking for Anywhere bar
codes, Capture Pro Software searches the image from top to bottom for
horizontal and vertical bar codes. This search order is important to
understand if you have more than one Anywhere bar code on a page or
zone.
• Zone: increases bar code reading and scanning performance and is the
default setting.
- Alternatively search on 180° rotated images—can only be used when
the Zone option is enabled. When bar code reading is unsuccessful,
Capture Pro Software will also look for the zone after rotating an image
180 degrees. This slows down bar code reading and scanning, but
prevents a bar code read failure because a page was scanned upside
down. The image is not permanently rotated unless the Rotate based on
bar code option is selected.
• Alternatively search on the reverse side—checking this option increases
document/batch separation and indexing accuracy when pages are
accidentally reversed before scanning.
• Rotate based on bar code—Capture Pro Software can determine if a bar
code is rotated 180 degrees and will rotate the bar code page 180 degrees
to display it in the correct orientation. This option is used for document
separation. All of the pages of the document will be rotated in the same
manner as the lead page containing the bar code zone. If required, only one
bar code zone should have the Rotate based on bar code option enabled.
NOTE: Batch rotation is not supported in Capture Pro Software.

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 Read all bar codes: when this option is checked and the Position is
Anywhere, all bar codes on the page will be read. The bar code values will be
separated by the ^ character. The order of the values will be the order that the
bar codes were found when searching from left to right and top to bottom on
the page.
NOTE: If you choose the option Read all bar codes, then Process bar code
by must be set to Capture Pro.
Separation—the following options are available:
• Create a new batch—all images after the separation go into a new
document in a new batch.
• Create a new document—all images after separation go into a new
document in the current batch.
• Next page stays in current document—the next page after the separation
remains in the current document.
• Only separate when change in value—the software separates by a
document or batch only if a value changes.
• No separation—select Batch level or Document level for the bar code
zones:
- Bar code is located on: Batch level: bar codes that are located on the
Batch level or that separate batches are available for Batch and Document
indexing. Batch level bar codes are only read when they are present on a
Batch Header page. A Batch Header page exists whenever batch
separation is defined using patch codes or bar codes (at least one bar
code zone in the job is configured for batch separation).
- Bar code is located on: Document level: bar codes that are located on
the Document level or that separate documents are available for Document
indexing. They are not available for Batch indexing.
• Delete Page—select this option to delete the page containing the bar code
that started the new document. This is important when inserts are used for
the purpose of document separation and do not contain any significant
information. The bar code, however, is still available for Document level
indexing.

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Zone Pages Setup dialog By default, the bar code (OCR, mark detection) zone(s) will only be applied to
box the first page of a document. To read bar codes (extract text or check for
marks) on additional pages use the Zone Page Setup dialog box to select a
specific page or a range of pages. The Zone Page Setup dialog box is
displayed by selecting the Select pages to apply for all zones icon located in
the bottom right corner of the Bar Code, OCR and Mark Detection Job Setup
dialog box. The Zone Pages Setup dialog box allows you to separately select
the page or pages to apply the defined bar code, OCR and mark detection
zones.

Pages to read OCR zones—used to select the page or pages to apply all the
defined OCR zones. Multiple pages may be entered by separating the page
numbers with commas “,”. For example, “3-8”. For each of the defined OCR
zones, the specified page or pages will be checked for valid text. If valid text is
found in the zone, the zone will be assigned the text read. Any valid text within
the zone on a following page will replace any previous text that had been read.
If a document has less pages than the page entered, then the zone value will
remain empty. For example, if a document has 6 pages and the pages to read
is set to “8, 11-15”, the zone value will remain empty even if the first 6 pages
contained valid text within the zone.
If you need to always read the value in the zone on the last page of the
document and the document may contain a variable number of pages, the
asterisk ‘*’ may be used to read every page of the document. The value read
on the last page will be the final value assigned to the zone.
NOTE: If the value on the last page is not readable or valid, then a valid value
on a previous page will be assigned to the zone.
If the Pages to read Bar Code is empty, then none of the OCR zones will be
read.

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 Pages to read Bar code—used to select the page or pages to apply all the
defined bar code zones. Multiple pages may be entered by separating the
page numbers with commas ‘,’. For example, “1,2,5,6”. A range of pages may
be entered by entering the first page number, a dash ’-‘, and the last page
number. For example, “3-8”. For each of the defined bar code zones, the
specified page or pages will be checked for a valid bar code. If a valid bar code
value is found in the zone, the zone will be assigned the bar code value read.
A valid bar code within the zone on a following page will replace any previous
bar code values that have been read.
If a document has less pages than the page entered, then the zone value will
remain empty. For example, if a document has 6 pages and the pages to read
is set to “8, 11-15”, the zone value will remain empty even if the first 6 pages
contain one or more valid bar codes.
If you need to always read the value in the zone on the last page of document
and the document may contain a variable number of pages, the asterisk ‘*’
may be used to read every page of the document. The value read on the last
page will be the final value assigned to the zone.
NOTE: If the value on the last page is not readable or valid, then a valid value
on a previous page will be assigned to the zone.
If the Pages to read Bar Code field is empty then none of the bar codes zones
will be read.
Pages to read OMR (Optical Mark Recognition) zones—specifying multiple
pages for applying mark detection zones is rarely practical. If the mark
detection zones are defined as “No Frame” then the last page specified in the
page range will determine the value of the mark detection zone. Even mark
detection zones defined as containing a “Frame” may produce poor results.

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Separating documents Capture Pro Software allows you to separate documents with bar code zones
with bar code zones within a batch:
1. Select File > Job Setup and select a job and batch.
2. Open the Capture tab and select Separation > By Bar Code Zones. The
Separation by Bar Code Zone window will be displayed.
3. Select an existing bar code zone or define a new bar code zone.
4. Right-click the mouse button to display the context-sensitive menu and
click Zone Properties. The Bar Code Zone Setup dialog box will be
displayed.
5. Under Separation, select Create a new document.
6. Check the Delete page option if you want to delete the page containing the
bar code that started the new document.
7. Fill in the Keep bar codes with mask and/or Minimum length fields if you
want to restrict document separation to a specific bar code value or mask.
8. Select Rotate based on bar code if you want to rotate all pages in the
document in the same orientation as the orientation of the bar code on the
Document Header. Rotating the document based on the bar code does not
work when the bar code separator page is deleted.
For example:
Mask =”ER”9(8)”-”999 Minimum length = 14: Only bar code values with a
length of 14 characters, starting with the string “ER” followed by eight
numeric characters, a hyphen and three numeric characters start a new
document.
For instance, the patient number bar code on the cover sheet of a folder
starts a new document. The patient number can, in that case, also be used
as a document index. If a bar code in the same zone creates a batch with a
certain value and a document with another value, two zones must be drawn
on top of each other.
9. After entering your other settings, click OK to close the dialog box and
return to the Separation by Bar Code window.
10. Click OK to save your settings and exit the Job Setup dialog box.

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Separating batches with 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
bar code zones 2. Select a job setup from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By Bar Code Zone. The Separation by Bar Code
Zone window will be displayed.
4. Select an existing bar code zone or define a new bar code zone.
5. Right-click the mouse button to display the context-sensitive menu and
click Zone Properties. The Bar Code Zone Setup dialog box will be
displayed.
6. Under Separation, select Create a new batch.
7. Click OK to exit the dialog box and return to the Separation by Bar Code
window.
8. Click OK to save your settings and exit the Job Setup dialog box.
NOTES:
• Bar code zones to be used for batch level indexing are only read when they
are present on a Batch Header page.
• A Batch Header page exists whenever batch separation is defined using
patch codes, bar codes or OCR zones (at least one zone in the job is
configured for Batch separation).

Editing a bar code 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
zone 2. Select a job setup from the Job Name drop-down list.
3. Open the Capture tab and select Separation > By Bar Code Zones. The
Separation by Bar Code Zone window will be displayed.
4. Click on the bar code zone that you want to change, or click on the bar
code zone name in the list on the right side of the Separation by Bar Code
Zone window.
5. Right-click the mouse button to display the context-sensitive menu and
click Zone Properties. The Bar Code Zone Setup dialog box will be
displayed.
6. After you change your settings, click OK to close the dialog box.
7. Click OK to save your settings and close the Job Setup dialog box.
8. After editing a bar code zone, test the bar code to verify that it is still
readable.

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Deleting a bar code 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
zone 2. Select a job setup from the Job Name drop-down list.
3. Open the Capture tab and select Separation > By Bar Code Zones. The
Separation by Bar Code Zone window will be displayed.
4. Click on the bar code zone that you want to delete. You can also click on
the bar code zone name in the list on the left side of the Bar Code window.
The zone is highlighted.
5. Click Delete.
6. Click OK to save your settings and close the Job Setup dialog box.

Transferring an Capture Pro Software allows you to transfer an image containing bar codes
image to the bar code from the Image Viewer into the Bar Code window for creating bar code zones.

window 1. In the Main window, scan your image containing the bar code.
2. Locate and right-click on the image you want to transfer in the Image
Viewer.
3. Select Copy Image to Job Setup. The Copy Image to Job Setup dialog
box will be displayed.

4. Enter the new image name in the Save image as field.

5. Click OK. You can now view the image in the Bar Code window and use it
to create a bar code zone.
You can also directly scan bar code images into the Bar Code window. See
“Scanning an image for bar code setup” earlier in this chapter.

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Setting the range for When you define bar code zones, every page you scan will be checked to see
bar code image size if it contains those bar codes. This checking can slow scanning performance. If
your bar code pages always have about the same byte count size, and if that
size is different from other pages you scan, you can indicate to the software
that only images within a particular size (byte count) range need to be checked
for bar codes. That setting can speed up scanning performance.
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By Bar Code Zones. The Separation by Bar Code
Zone window will be displayed.
4. Select any image and right-click on a bar code zone. The General Bar
Code and OCR Zone Properties dialog box will be displayed.

NOTE: If a bar code zone does not exist, this option will not be available
until a bar code zone is defined.
5. Check the Extract bar codes/OCR from images between checkbox and
set a range for minimum and maximum byte size.
6. After you make your settings, click OK to close the dialog box and return to
the Bar Code window.
7. Click OK to save your settings and close the Job Setup dialog box. The
new image range is now saved.
8. After editing a bar code zone test the bar code zone to verify that it is still
readable.
NOTE: When scanning both color/grayscale and black and white images,
specify the range of the black and white image.

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Creating an 1. Select File > Job Setup, select a job and open the Capture tab.
attachment with bar 2. Select Separation > By Bar Code Zones. The Bar Code window will be
code zones displayed.
3. Select an existing bar code zone or define a new bar code zone.
4. Right-click the mouse button to display the context-sensitive menu and
click Zone Properties. The Bar Code Zone Setup dialog box will be
displayed.
5. Under Separation, select Next page stays in current document. This
option is only valid for one attachment page. If multiple attachments are
required, then an attachment bar code must be applied to each
attachment. The bar code on the attachment page is not available for
indexing.
6. Check the Delete page option to delete the page (both front and rear)
containing the bar code and to use the next page as the attachment. This is
useful when inserts are applied indicating whether the next page is an
attachment. Any rotation will apply to the next page.
7. Fill in the Keep bar codes with mask and/or Minimum length fields if you
want to restrict attachments to a specific bar code value or mask.
8. Select the Rotate based on bar code checkbox if you want to rotate the
attachment (both front and rear) in the same orientation as the orientation
of the bar code on the page.
9. Click OK to save your settings and close the dialog box.

Testing bar code When you define a new bar code zone from an image, Capture Pro Software
zones automatically checks your zone to verify that it is readable. However, if you edit
the bar code zone or change its properties later, it may no longer be readable.
You can manually test your bar code zones to verify that Capture Pro Software
can still read them.
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By Bar Code Zones. The Bar Code window will be
displayed.
4. Click the Test All Bar Code, OCR & Mark Detection Zones icon to test all
bar codes or click Test Selected Bar Code, OCR & Mark Detection
Zones icon to test an individual bar code zone. The Bar Code, OCR &
Mark Detection Values dialog box will be displayed.
5. After viewing the values in this box, click OK to return to the Bar Code
window.
6. Click OK to save your settings and exit the Job Setup dialog box. All your
bar code zones have now been tested. If you make any changes to the bar
code settings, test them again.

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Bar code types Capture Pro Software supports the following bar code types:
• Airline 2 of 5
• Aztec
• Barcode 32
• CODABAR
• Code 128
• Code 2 of 5—mutually exclusive with Interleaved 2 of 5
• Code 3 of 9
• Code 39 (no stop start)
• Code 39 Extended
• Code 93
• Data Matrix
• EAN 13
• EAN 8
• Intelligent Mail Barcode
• Interleaved of 2 of 5—mutually exclusive with Code 2 of 5
• PDF417—a high-density, two-dimensional bar code type that can contain up
to 1250 bytes of information in a few square inches. With this kind of density,
all index data for a document can be contained in a single bar code.
• Planet (US Post Office Code)
• PostNet (Postal): cannot be selected with any other bar code type
• QR Code
• UCC Code 128
• UPC-A
• UPC-E

Special syntax for two- When using two-dimensional bar codes, a single bar code can be used to
dimensional bar codes contain all the index data for a document or batch. To facilitate indexing with
two-dimensional bar codes, a special substring syntax has been added:
<barcode.zonename:[start;length]>
<barcode.zonename:[start;end]>
<barcode.zonename:[# of data elements, delimiter (in single quotes)]>
The delimiter can either be the actual character symbol or its ASCII decimal
numeric value (for symbols that cannot be printed or typed). The delimiter must
be contained in double quotes (“ “).
For example, if a PDF417 bar code contains the following data:
12345678*NURSERY*11/19/1962 the following could be used as default
values for the three index fields of data:

Default Value Actual Value

<BC.PDF417:[1, '*']> 12345678
Returns the 1st element of the bar code string delimited by an asterisk.
<BC.PDF417:[2, '42']> NURSERY
Returns the 2nd element of the bar code string delimited by an asterisk
(42 is the ASCII decimal value for asterisk).
<BC.PDF417:[3, '*']> 11/19/1962
Returns the 3rd element of the bar code string delimited by an asterisk.

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Using OCR zones OCR (Optical Character Recognition) is the mechanical or electronic
translation of images of typewritten or printed text (usually captured by a
scanner) into machine-editable text.
OCR setup allows you to define:
• the name of the OCR zone
• the physical location where you find the text (zone location on the image)
• the level where you can find the text (batch or document level)
Use the Bar Code, OCR and Mark Detection Setup function on the Capture tab
on the Job Setup dialog box to set up the bar code reader to read one or more
bar codes or OCR parameters for one or more OCR zones.
The OCR zone separation setting on the Capture tab in the Job Setup dialog
box allows you to scan an image into the Separation by OCR Zone window
and define zones and OCR zone-specific properties.
NOTE: The components of the Separation by Bar Code and Separation by
OCR Zone window, icons and context-sensitive menu are described in
detail in the sections entitled, “Bar Code, OCR & Mark Detection
window” and “Bar Code, OCR & Mark Detection windows - context-
sensitive menu” earlier in this chapter.
OCR indexing uses local language lexicons and allows reading of
alphanumeric text at high speed (1000 characters/second). It is zonal (similar
to bar code reading) and is processed during scanning.
Capture Pro Software supports the following text information for OCR:
- Ligatures (“joined” characters)
- Broken characters
- Degraded characters
- Text from 200-600 dpi resolution
- Text fonts from 8-72 points
- Numbers from 0-9
- Letters from A-Z and a-z
- Symbols ! " $ % & ( ) * + , - . / :, ; < = > ? @ [ \ ] { } £ • ß ´ ª

• For best results, use 300 dpi resolution and 12-point sans serif font (or
larger if using resolutions lower than 300 dpi). Do not use skewed
documents.

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 • Capture Pro Software supports a wide range of languages for OCR
indexing. To view a list of these languages:
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list and open the
Capture tab.
3. Select Separation > By OCR Zones. The Separation by OCR Zone
window will be displayed.
4. Click on any OCR zone and click Zone Properties. The OCR Zone
Setup dialog box will be displayed.

5. Select the language of your text from the available languages on the
Language drop-down list.

Scanning an image for Capture Pro Software allows you to separate scanned pages into batches and
OCR setup documents based on OCR zones. These OCR zones also allow you to create
attachments to your documents.
Before you can use OCR text as separators, you must:
1. Scan an image containing the OCR text into Capture Pro Software.
2. Create and define the OCR zones.
3. Set up your job for OCR zone separation.

To scan an image directly into the Separation by OCR Zone window:

1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By OCR Zones. The Separation by OCR Zone
window will be displayed.

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 4. Position the original document in the feeder and click Start/Scan. The
image will be displayed in the dialog box. Scan the image as straight as
possible. Your scanner will use the parameters of the current Capture Pro
Software page setup.

NOTES:
• Any settings from the current job setup will also be applied to the
scanned image before it is displayed.
• If the image is acceptable, enter a name in the Image Name field. The
image name should not contain any of the following characters: : “ ? * . <
>\/.
• To discard the image, click Cancel.
• Before you can define an OCR zone, you must have at least one image
in the Image drop-down list.
• You can transfer an image from the Image Viewer to the Separation by
OCR Zone window. For more information, see “Transferring an image to
the OCR window” later in this chapter.
5. Click OK.

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Creating and selecting Before you can use an OCR image to separate documents or batches, you
an OCR zone need to create and select an OCR zone.
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By OCR Zones setting. The Separation by OCR
Zone window will be displayed.
4. Select an image from the Image drop-down list. If you need to scan the
image, click the green Start/Scan icon on the Separation by OCR Zone
window.
NOTE: Place the mouse cursor at the top-left corner of the area of the
displayed image where you want to define the location for this OCR
zone. For variable length and height OCR indexing, make sure that
you draw the zone large enough to capture all the indexing data. At
the same time, be careful not to draw the zone so large that stray
data (e.g., lines on a form) are accidentally captured.
OCR zones are job-specific as opposed to image-specific.
Therefore, displaying a new image will continue to display the zones
you defined using earlier images.
5. Click the left mouse button and drag the cursor until a rectangle is drawn
around the text area. After you release the cursor, the OCR Zone Setup
dialog box will be displayed.
6. In the Zone name field, enter a name for the new OCR zone. You must
create a name in order to save the zone.
7. After entering your other settings, click OK to close the dialog box and
return to the Separation by OCR Zone window.
8. Click OK to save your settings and close the Job Setup dialog box.

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OCR Zone Setup dialog OCR zones provide Capture Pro Software with information such as
box dimensions of the zone. After you draw an OCR zone, Capture Pro Software
attempts to read the information in the zone and automatically displays the
OCR Zone Properties window with whatever text the software could read in the
zone.
NOTE: The OCR function has difficulty reading italic and underlined
characters on Asian character sets. To increase the OCR reliability, it is
recommended that you use black and white images.

Zone name—enter a name for the OCR zone. You must name the OCR zone
in order to save it.
Side: Front or Back—select whether the OCR zone is located on the front or
back of an image.
Rule for values to keep—any valid Input format text expressions may be
entered or you can leave this field blank. If any Input format text expression is
entered, then only OCR read strings that meet this rule will be kept. For
example, if the expression entered is A<10>, then only OCR read strings
containing 10 or less alpha characters will be kept. For more information see
“Input formats” in Chapter 2.
Search for value in zone—when the Rule for values to keep is a fixed string
format, then the OCR zone read value only needs to contain fixed strings for a
value to be kept.
For example, if the Rule for values to keep was set to Form 1099, then the
following read strings would be valid reads and batch/document separation
would occur if selected.
“77644 Form 1099 - revision 1.2”
“81763 Form 1099 - revision 1.4”
“77644 Form 1099 - revision 2.2”
Character set rule—not applicable at this time.
Primary language —selecting the appropriate primary language ensures that
Capture Pro Software properly OCR’s special language-specific characters
(e.g., ç or ü). Use the drop-down list to display a list of supported languages.
Secondary language—one or more secondary languages may be selected
when a zone may contain characters from more than one language.

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 Custom dictionary—a custom dictionary may be used to improve the
accuracy of recognizing unique or unusual words that appear in your
document set. Click Browse to select a custom dictionary.
Separation—the following options are available:
• Create a new batch: all images after the separation go into a new
document in a new batch.
• Create a new document: all images after separation go into a new
document in the current batch.
• Next page stays in current document: the next page after the separation
remains in the current document.
No separation—select one of the following:
• OCR is located on: Document level: OCR zones located on the Document
level and OCR zones that separate documents are available for document
indexing. However, they are not available for batch indexing.
• OCR is located on: Batch level: OCR zones located on the Batch level
and OCR zones that separate batches are available for both batch and
document indexing.
Only separate when change in value—the system separates by document
or batch only if a value changes.
Delete page—delete the page that contains the OCR read value that initiated
the separation.
OK—closes the dialog box and returns to the Separation by OCR Zone
window.

Applying OCR zones to For information on how to select the page or pages to apply all the OCR zones,
specific pages see “Zone Pages Setup dialog box” earlier in this chapter.

Separating documents 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
with OCR zones 2. Select a job setup from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By OCR Zones. The Separation by OCR Zone
window will be displayed.
4. Select an image from the Image drop-down list. If you need to scan the
image, click the green Start/Scan icon on the Separation by OCR Zone
window.
NOTE: Use your mouse to draw the OCR zone. The OCR Zone Setup
dialog box will be displayed.
5. Under Separation, click the Create a new document option.
6. Click OK to exit the dialog box and return to the Separation by OCR Zone
window.
7. Click OK to save your settings and exit the Job Setup dialog box.
NOTE: A Batch Header page exists whenever batch separation is defined
using patch codes, bar codes or OCR zones (at least one zone in
the job setup is configured for Batch separation).

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Separating batches with 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
OCR zones 2. Select a job setup from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By OCR Zones. The Separation by OCR Zone
window will be displayed.
4. Select an image from the Image drop-down list. If you need to scan the
image, click the green Start/Scan icon on the Separation by OCR Zone
window.
5. Use your mouse to draw the OCR zone. The OCR Zone Setup dialog box
will be displayed. If you define an area on an image for OCR batch
separation, that area should remain blank on all the other pages in the
batch.
6. Under Separation, click the Create a new batch option.
7. Click OK to exit the dialog box and return to the Separation by OCR Zone
window.
8. Click OK to save your settings and exit the Job Setup dialog box.
NOTE: Batch level OCR zones are only read when they are present on a
Batch Header page. A Batch Header page exists whenever batch
separation is defined using patch codes, bar codes or OCR zones (at
least one zone in the job setup is configured for Batch separation).
For information about separating batches with color/grayscale scanning, see
“Using separators when color scanning” later in this chapter.

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Editing OCR zone 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
properties 2. Select a job name from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By OCR Zones. The Separation by OCR Zone
window will be displayed.
4. Click on the OCR zone that you want to change, or click on the OCR zone
name in the list on the left side of the Separation by OCR Zone window.
5. Right-click the mouse button to display the context-sensitive menu and
click Zone Properties. The OCR Zone Setup dialog box will be displayed.
6. After you change your settings, click OK to close the dialog box and return
to the Separation by OCR Zone window.
7. Click OK to save your settings and exit the Job Setup dialog box.
After editing an OCR zone, test the OCR zone to verify that it is still readable.

Deleting an OCR 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
zone 2. Select a job setup from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By OCR Zones. The Separation by OCR Zone
window will be displayed.
4. Click on the OCR zone that you want to delete. You can also click on the
OCR zone name in the list on the left side of the Separation by OCR Zone
window. The zone is highlighted.
5. Click Delete.
6. Click OK.

Transferring an You can scan an image containing text for OCR directly into the Image Viewer
image to the OCR and then transfer it to the Separation by OCR Zone window to create an OCR
zone.
window
1. Scan your image containing the OCR text.
2. Locate the image in the Image Viewer and right-click on it.
3. Select Copy image to job setup. The Copy Image to Job Setup dialog
box will be displayed.
4. Enter the new image name in the Save image as field.
5. Click OK.

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Setting the range for Sometimes an OCR image is too small to be a readable image. You can set an
OCR image size image range size to exclude images that are too small.
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By OCR. The Separation by OCR Zone window will
be displayed.
4. Select any image and right-click on the OCR zone. The General Bar Code
and OCR Zone Properties dialog box will be displayed.

NOTE: If an OCR zone does not exist, this option will not be available until a
OCR zone is defined.
5. Check the Extract bar codes/OCR from images between checkbox and
set a range for minimum and maximum byte size.
6. After you make your settings, click OK to close the dialog box and return to
the Separation by OCR Zone window.
7. After editing an OCR zone, test your OCR zone to verify that it is still
readable.

Creating an Creating attachments is useful in jobs where typically every page is a

attachment with OCR document (e.g., transaction documents, such as; checks, airline tickets,
invoices, etc.), but there is occasionally a page (such as a corresponding
zones memo) that needs to be appended to a document.
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job name from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By OCR Zones. The Separation by OCR Zone
window will be displayed.
4. Select an image from the Image drop-down list. If you need to scan the
image, click the green Start/Scan icon on the Separation by OCR Zone
window
5. Using the cursor, define the OCR zone on the image where you expect to
find the OCR text. The area defined for the OCR attachment should be
blank on all other pages in the batch. The OCR Zone Setup dialog box will
be displayed.
6. Under Separation, select Next page stays in current document. This
option is only valid for one attachment page. If multiple attachments are
required, then an attachment OCR zone must be applied to each
attachment. The OCR zone on the attachment page is not available for
indexing.
7. Check Delete page to delete the page (both front and rear) containing the
OCR zone and to use the next page as the attachment. This is useful when
inserts are applied indicating whether the next page is an attachment.
8. Click OK to save your settings and close the dialog box.

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Testing OCR zones When you define a new OCR zone from an image, Capture Pro Software
automatically checks your zone to verify that it is readable. However, if you edit
the OCR zone or change its properties later, it may no longer be readable. You
can manually test your OCR zones to verify they are still readable.
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list and open the Capture
tab.
3. Select Separation > By OCR Zones. The Separation by OCR Zone
window will be displayed.
4. Click the Test All Bar Code, OCR & Mark Detection Zones icon to test all
OCR zones or click Test Selected Bar Code, OCR & Mark Deletion Zone
to test an individual OCR zone. The Bar Code, OCR & Mark Detection
Values dialog box will be displayed.
5. After viewing the values, click OK to return to the Separation by OCR Zone
window.
6. Click OK. If you make any changes to the OCR zone settings, test them
again.

Using separators Capture Pro Software can scan color, grayscale, and black and white images
when color scanning with separators (bar code zones, OCR zones or patch codes). Images can be
separated or mixed together. To separate these color/grayscale images quickly
and reliably, Capture Pro Software uses their duplicate black and white images
for reading the separators.
When scanning both color/grayscale and black and white images and the
software detects a bar code zone, patch code or OCR zone, the software
either deletes all four page images (color front, color back, black and white
front, and black and white back) or attaches them to the new or current
document or batch. This action will be determined by the settings in the Bar
Zone Code Setup dialog box, Patch Code setup, or OCR Zone Setup dialog
box.
When you are scanning only color/grayscale images, the software reads the
duplicate black and white images. While these black and white images are
never displayed or outputted, they are used for bar code reading, patch code
reading and OCR indexing.

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Setting up a color Capture Pro Software is capable of using color or grayscale images as a
image for bar code/ source for bar codes or OCR text. However, the performance and reliability of
Capture Pro Software will be enhanced if you use a black and white image as
OCR zones a source.
1. Select Capture>Page Setup List. The Page Setup List dialog box will be
displayed.

2. Select a simultaneous scanning page setup from the list (e.g., Color and
Black & White - 200 DPI - Delete Blanks).
3. Place the color/grayscale original in the scanner and click the green Start/
Scan icon. The images will be displayed in the Image Viewer.
4. Select the black and white image containing bar codes and OCR zones
and click the right mouse button to display the Image context-sensitive
menu.
5. Select Edit>Copy Image to Bar Code/OCR setup. The Copy Image to Job
Setup dialog box will be displayed.
6. Enter the new image name in the text box and click OK.
7. Click File > Job Setup. The Job Setup dialog box will be displayed.
8. Open the Capture tab and select either Separation > By Bar Code Zones
or Separation By OCR Zones. Depending on your selection, the
Separation by Bar Code or Separation by OCR Zone window will be
displayed.
9. The new image name will be displayed in the Image drop-down box.
Follow the procedures for defining a bar code zone or OCR zone described
in the previous chapter.
10. Click OK.

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Bar Code and OCR Copyright 2000-2015, AllMyPapers, All Rights Reserved.
Disclaimers This software includes ABBYY® FineReader®. ABBYY and FineReader are
registered trademarks of ABBYY. If your original installation of this software
was Capture Pro Version 5.5 or earlier, this software includes OmniPage/-E
OCR software © 1995-2017 Nuance Communications, Inc. All Rights
Reserved.
The following OCR, mark detection and bar code-related disclaimer conditions
apply to Capture Pro Software.
Although the product uses state-of-the-art OCR, mark detection and bar code
technology, accurate recognition under all conditions cannot be guaranteed.
All software and documentation are delivered as such without any express or
implied warranty of OCR, mark detection and bar code recognition accuracy.
Kodak Alaris Inc. and its suppliers shall not be liable for any direct or indirect
misuses and or damages subsequent to illegal use or infringement caused by
the user in modifying, copying, reproducing, or translating any part of
information retrieved with OCR, mark detection and bar code recognition
technologies in Capture Pro Software.

Using Mark Detection Mark Detection is a method of detecting the presence or absence of an ink
zones mark within a specific area that is used to convey some intended information.
Good document design and clear instructions to respondents are very
important in getting high accuracy. Printing model samples of ideally filled and
filled-in-error checkboxes in the instructions is recommended. Respondents
should be urged to fill in the document with a dark blue or black pen. Pencils
are to be avoided, as are pens with an ink color close to a dropout color if the
form is color is dropped during scanning.
Mark Detection setup allows you to define:
• The name of the Mark Detection zone.
• The physical location where you will find the mark (zone location on the
image).
• The value when a mark is detected.
• The value when a mark is not detected.
• If the mark is contained within a frame such as a box or circle.
• The sensitivity to distinguish a mark due to random dirt or scratch “noise”.
• A group of mark detection zones to return a single set of values.
Use the Bar Code, OCR and Mark Detection Setup option on the Capture tab
in the Job Setup dialog box to setup the mark detection parameters for one or
more Mark Detection zones.
NOTES:
• Batch and document separation is not provided for Mark Detection
zones.
• For best results, use 300 dpi resolution images.

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Scanning an image for Capture Pro Software allows you to capture and save the status of a mark area
Mark Detection setup or a group of mark areas.
To use Mark Detection:
• Scan an image containing the mark areas into Capture Pro Software.
• Draw and select the mark detection zones.
• Setup optional groups of mark detection zones.
Capture Pro Software allows you to scan mark detection images directly into
the Mark Detection window for viewing, defining and editing.
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list.
3. Open the Capture tab and select Bar Code, OCR and Mark Detection.
The Mark Detection window will be displayed.
4. Select the green Start/Scan button. The Scan Image dialog box will be
displayed.
5. Position the original document in the feeder and click Start/Scan. The
image will be displayed in the dialog box. Scan the image as straight as
possible. Your scanner will use the parameters of the current Capture Pro
Software page setup.
NOTES:
• Any auto-rotation, auto-cropping and deskew settings from the current setup
will be applied to the scanned image before it is displayed.
• If the image is acceptable, enter a name in the Image name field. The image
name should not contain any of the following characters: : “ ? . < > \ /.
• To discard the image, click Cancel.
• Before you can define a mark detection zone, you must have at least one
image in the Image drop-down list.
• You can also transfer an image from the Image Viewer to the Mark Detection
window. See “Transferring an image to the Mark Detection window” later in
this chapter.
6. Click OK to save the image.

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Creating and selecting a Before you use a mark detection image for indexing, you need to create and
Mark Detection zone select one or more mark detection zones. Mark detection zones are created to
indicate where to look for a mark. Multiple mark detection zones may be
grouped to populate a single index field.
1. Select File > Job Setup. The Job Setup dialog box will be displayed.
2. Select a job setup from the Job Name drop-down list and open the Capture
tab.
3. Select Bar Code, OCR and Mark Detection. The Bar Code, OCR & Mark
Detection window will be displayed.
4. Select an image from the Image drop-down list. If you need to scan an
image, click the green Start/Scan icon on the Bar Code, OCR & Mark
Detection window.
• Place the mouse cursor at the top-left corner of the area of the image
where you want to define the location for this mark detection zone.
• When drawing a zone around a mark detection area that contains a
frame for the mark (box, circle, ellipse, etc.) leave a border area of
approximately ¼-inch around the frame.
• When drawing a zone around a mark detection area that does not
contain a frame (a blank area or line is provided for the mark) make
sure that characters or other elements of the image are not in the zone.
5. Click the left mouse button and drag the cursor until a rectangle is drawn
around the mark area. After you release the cursor, the Mark Detection
Zone Setup dialog box will be displayed.
6. In the Zone name field enter a name for the new mark detection zone. You
must create a name in order to save the zone.
7. After entering your other settings, click OK to close the dialog box and
return to the Mark Detection window. See “Mark Detection Zone Setup
dialog box” for field descriptions.
8. Click OK to save your settings and close the Job Setup dialog box.

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Editing a mark detection 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
zone 2. Select a job setup from the Job Name drop-down list.
3. Open the Capture tab and select Bar Code, OCR & Mark Detection. The
Bar Code, OCR & Mark Detection Zone window will be displayed.
4. Click on the mark detection zone that you want to change.
5. Right-click the mouse button to display the context-sensitive menu and
click Zone Properties. The Mark Detection Zone Setup dialog box will be
displayed.
6. After you change your settings, click OK to close the dialog box.
7. Click OK to save your settings and close the Job Setup dialog box.
8. After editing a mark detection zone, test the mark detection zone using the
Test Selected Bar Code, OCR or Mark Detection zone function.

Deleting a mark 1. Select File > Job Setup. The Job Setup dialog box will be displayed.
detection zone 2. Select a job setup from the Job Name drop-down list.
3. Open the Capture tab and select Bar Code, OCR & Mark Detection. The
Bar Code, OCR & Mark Detection Zone window will be displayed.
4. Click on the mark detection zone that you want to delete.
5. Click Delete.
6. Click OK to save your settings and close the Job Setup dialog box.

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Transferring an image to Capture Pro Software allows you to transfer an image containing mark
the Mark Detection detection zones from the Image Viewer into the Mark Detection window for
window creating mark detection zones.
1. In the Main window, scan your image containing the mark or marks.
2. Locate and right-click on the image you want to transfer in the Image
Viewer.
3. Select Copy Image to Job Setup. The Copy Image to Job Setup dialog
box will be displayed.

4. Enter the new image name in the Save image as field.

5. Click OK. You can now view the image in the Mark Detection window and
use it to create a mark detection zone.
You can also directly scan mark detection images into the Mark Detection
window. See “Scanning an image for Mark Detection setup” earlier in this
chapter.

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Mark Detection Zone Use this dialog box to name your mark detection zone, describe how the mark
Setup dialog box is detected and optionally group multiple zones to produce a single result.

Zone name—enter the name for your new mark detection zone. This name
identifies the mark area and appears in the Index setup as MD_(zonename) in
the list of default values.
Filled value—the zone will return this value when it is detected to be “filled”.
The value may be a single value such as “1” or a multi-character value such as
“This checkbox was marked”. The value may also be left empty.
If the zone is added to a group of mark detection zones, this value is included
in the value returned by the zone group. See “Mark Detection Zone Group
Setup” later in this section.
Unfilled value—the zone will return this value when it is detected to be
“unfilled” or empty. The value may be a single value such as “0” or a multi-
character value such as “This checkbox was not marked”. The value may also
be left empty.
If the zone is added to a group of mark detection zones, this value is not used.
The unfilled value returned by a group of zones is defined in the group setup.
See “Mark Detection Zone Group Setup” later in this section.
Side: Front or Back—select whether the mark area is located on the front or
back of an image.

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 Frame: Frame or No Frame—a frame can be a rectangle, a circle, an ellipse,
etc.; in which the mark is expected to be placed. The dimensions of the frame
should be at least 50 pixels in each direction, 4 mm (0.2 inch) in the case of
300 dpi resolution.
• If Frame is selected, it may be filled in by any shape such as an X, a tick,
non-solid hatching, horizontal or vertical lines, etc. The recommended filling
shape is an X or a tick. A small number of contiguous black pixels within the
frame area will lead to a value of “filled” for the mark detection zone.
• If No Frame is selected, then any mark of several contiguous black pixels
will lead to a value of ”filled” for the mark detection zone. If the form
contains frames for the mark but the frame will be color dropped then the No
Frame option should be selected.
Mark sensitivity: Low to High—for well-printed, high quality forms, the
sensitivity should be set to High. When High is selected, small marks of just a
few contiguous black pixels will lead to a value of “filled”. For poor quality
forms, a lower sensitivity will allow speckles or visible paper fibers to be
ignored resulting in successful processing.
Add zone to group—select this option if this mark detection zone is
associated with other mark detection zones and a single result is desired for
the group of associated zones. For example, a form presents a question with
three check boxes, “Like”, “Dislike” and “Do not care”. Three mark detection
zones are defined, one for each possible response. All three mark detection
zones would have this option selected and be added to the same group.

Applying mark detection For information on how to select the page or pages to apply all the mark
zones to specific pages detection zones, see “Zone Pages Setup dialog box” earlier in this chapter.

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Mark Detection Zone For each expected mark on a page, a mark detection zone is created and
Group Setup configured as described in the section entitled, “Mark Detection Zone Setup”.
Each mark detection zone will return a value depending on if the mark area is
“filled” or “unfilled”. This works well for simple “Yes” or “No” questions. For a
question with multiple possible responses, where a single response is desired,
the mark detection zones may be “grouped”.
For example, the question, “When traveling by air, what is your seating
preference?” may have three possible responses, “Aisle”, “Window” or “Do not
care”. Three mark detection zones would be created, one for each of the three
possible responses. The three mark detection zones would all be added to a
new mark detection group. A single index field would be created for the
response to this question and the mark detection group would be used as the
default value for the index field. See “Adding a document index field” in
Chapter 2.
To add a mark detection zone to group:

1. Select Add zone to group. A list of existing mark detection groups will be
displayed. Select the group in which you want to add this mark detection
zone.
• If there is no existing mark detection group, the Create New Zone Group
dialog box will be displayed.
• Enter a name for the new group and click OK.

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 2. Select Add/Edit Group. The Mark Detection Zone Group dialog box will
be displayed.
• Group List—shows the name of the current mark detection group. Click
the drop-down list to display other mark detection groups.
• No selection value—the group will return this value if no mark is
detected in any of the mark detection zones within the group. The value
may be a single value such as “0” or a multi-character value such as
“No selection”. The value may also be left empty.
• Group properties—using the -> button, select and move the mark
detection zones that you want to include in the group, from the Zones
not in group list to the Zones in the group list.
3. Using the <- button, select and move the mark detection zones that you do
not want to include in the group, from the Zones in the group list to the
Zones not in group list.
4. Click OK.

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5 Page Setup

Page Setup dialog Use the Page Setup dialog box to define image scanning parameters,
box automatically delete images, split images or merge images.
To access Page Setup click File > Page Setup.

Page setup name—select an existing Page Setup from the drop-down list.
Icons
Add: displays the Save As dialog box, which allows you to add a
new page setup.

Rename: displays the Rename dialog box which allows you to

rename the currently selected page setup.
Delete: displays a confirmation box which allows you to delete
the selected page setup.

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 Image tab—allows you to define the way images will be displayed after
scanning.
Auto Delete tab—allows you to automatically delete a scanned image if it
exceeds the settings entered on this tab.
Split tab—allows you to automatically split a scanned image if it exceeds a
certain width.
Merge tab—allows you to merge the front and back images of a scanned page
into a single image.
Intelligent QC tab—allows you to setup the following options to be applied
during image processing: auto-orientation, binarize and hole fill.
OK—saves your settings and closes the dialog box.
Cancel—closes the dialog box without saving any changes.
Apply—accepts the changes made in the dialog box without closing the dialog
box.

Image tab The Image tab allows you to set up scanning parameters and make changes to
your images before they are stored.

Settings—when you click Settings, the TWAIN Datasource will be displayed

allowing you to configure your scan settings. For more specific scanner
information, see the User’s Guide for your scanner.
Display settings prior to scanning—opens the TWAIN Datasource after you
click the green Start/Scan icon.
Flatbed delay—sets a timed delay between scans so the operator can open a
different page on a book or magazine and place it back on the flatbed. Select
the number of seconds for the delay from the drop-down list.

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 Software rotation—automatically rotates the image after scanning. Select
None, 90, 180 or 270 degrees. As you enter a different setting, the icon will
display how the image would look after rotation.
NOTE: Setting up this rotation in the TWAIN Datasource may yield better
scanning performance than using Software rotation on the Image tab.
2-sided mode—select Classic or Calendar mode from the drop-down list for
two-sided scanning and the corresponding icon will be displayed. Compare
your original image with the icon to determine if it has a classic or calendar
layout.
• Classic: typically used for multi-page reports. The 2-sided mode option
only influences the way the front image is rotated in relation with the back
image. It does not set the overall rotation of the document (0, 90, 180 or
270).
When using Classic: 2-sided mode, the front and rear images correspond
as follows:
A 0 rotated front results in a 0 rotated back.
A 180 rotated front results in a 180 rotated back.
A 90 rotated front results in a 270 rotated back.
A 270 rotated front results in a 90 rotated back.
• Calendar: typically used for presentation handouts, financial reports, wall
calendars, etc. The 2-sided mode option only influences the way the front
image is rotated in relation with the back image. It does not set the overall
rotation of the document (0, 90, 180 or 270).
• When using the Calendar: 2-sided mode, the front and rear images
correspond as follows:
A 0 rotated front results in a 180 rotated back.
A 180 rotated front results in a 0 rotated back.
A 90 rotated front results in a 90 rotated back.
A 270 rotated front results in a 270 rotated back.
Image order—select an image and use Move Up or Move Down to change
the image order listed in the box.
Overcrop—enable this checkbox to trim all edges of the image by the amount
you specify in 1/100ths of an inch.
OK—saves your settings and closes the dialog box.
Cancel—closes the dialog box without saving any changes.
Apply—accepts the changes made in the dialog box without closing the dialog
box.

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Auto Delete tab The Auto Delete tab allows you to set options for automatically deleting an
image. You may want to delete images with no content, or possibly very busy
pages (e.g., the back of a form which has a lot of explanatory text on it). Auto
deletion settings are specified independently for front and back images.
If you are doing simultaneous scanning of color, grayscale and/or black and
white image types, auto deletion settings are also set independently.
Therefore, you can choose to delete only the selected image type.
When using Auto Delete, it is recommended that you scan some
representative documents which you would want to delete by using the Test
option. The results of the Test option will help you determine if you should set
the auto delete values using the Image size (byte) is option or the Image
content (%) option. For more information see “Testing your settings”.

• Image size (byte) is Above—select this option if you want to delete pages
with a lot of busy, explanatory content on them. For example, if you are
scanning documents with similar content (e.g. insurance forms) on the front
and back page, and the front page has content you need to keep, but the
back page contains instructions on how to file a claim (that you do not need
to keep), enter the number of bytes that you want Capture Pro Software to
delete any image file greater than that amount. Any image that is more than
this value will be considered too large and will be deleted.
• Image size (byte) is Below—select this option if you want to delete pages
with no content or very little content. Enter the number of bytes that Capture
Pro Software will consider the image size to be blank. Any image that is less
than this value will be considered blank and will be deleted.

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 • Image content (%) is Above—this option is similar to the Image size
(byte) Above option except that you enter a percentage value that Capture
Pro Software will consider the image to have too much content. Any image
more than this will be deleted.
• Image content (%) is Below—this option is similar to the Image size (byte)
Below option except that you enter a percentage value that Capture Pro
Software will consider the image to be blank or too little content. Any image
that is less than this value will be considered blank and will be deleted. Use
this setting when there are blank pages.
NOTES:
• When selecting the Image size (byte) option, other factors such as
resolution, compression, etc., will impact the image size.
• The Image content (%) option only looks at the percentage of
information on the image and therefore, is a more consistent and
dependable option to use when images may vary in size, resolution,
compression, etc.
Never—click Never, if you do not want the software to delete any images
automatically.
Apply deletion to both images of a side—deletes both the black and white
and color/grayscale images.
Delete images after Intelligent QC—select this option if you want to selected
Intelligent QC image processing functions to operate on an image before it is
deleted. For example, you may want to create a grayscale image from a color
image before deleting the color image.
Test—displays the Test Image dialog box, which allows you scan a sample
image and test your settings.
OK—saves your settings and closes the dialog box.
Cancel—closes the dialog box without saving any changes.
Apply—accepts the changes made in the dialog box without closing the dialog
box.

Keep blank images — when this option is enabled (checked), blank images
are highlighted rather than deleted.

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Testing your settings The Test Image dialog box allows you to test your images to determine
whether or not they meet your deletion settings. It is highly recommended that
you test your settings to be sure that the images you want to be deleted are
deleted and that you keep the images you want to keep.
1. Click Test on the Auto Delete tab to display the Test Image dialog box.

2. Place some documents in the scanner that are representative of the

documents you want to test for auto deletion.
3. Before you scan a page, select Black and White - Front, Black and
White - Back, Color - Front, or Color - Back from the drop-down list.
NOTE: The options that are displayed in the drop-down list are dependent
upon your Page Setup.
4. Click the Start/Scan icon. The results will be displayed in the Test result
box.
• The image is: indicates if the image is Blank or Not Blank.
• Image size is - (bytes): the size of the test image in bytes.
• Content is - %: the percentage of content in the test image.
5. Evaluate the values displayed in the Image size is - (bytes) and/or
Content is - % Test results box.
NOTE: Based on the value displayed in the Test results box you may want
to enter a value slightly lower or slightly higher than the displayed
value depending on the desired output. For example, if your
representative image byte size of blank images is 799 bytes and
almost blank images is 900 bytes, you may want to enter a value of
850 bytes in the Image size is - (bytes) field on the Auto Delete tab.
6. Click OK.
NOTE: During the test image scan, options to Split and Merge will be ignored.

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Splitting images Splitting images is frequently used in forms processing. When scanning folded
forms, you may want them to be split in several smaller images to make forms
registration and verification more reliable. Capture Pro Software splits the
images, sorts the images, and extracts data from the images in the correct
sequence.
The split occurs only on pages that comply with a minimum and maximum
width expressed in 1/100ths of an inch. The split operation is a vertical split,
meaning that the page is divided into equal left, middle, and right portions (if
splitting three ways). The split occurs after rotation. When scanning large
forms that cannot be scanned in landscape mode because they are wider than
the scanner transport, rotation is required.
Set the Software rotation option on the Image tab of the Page Setup dialog
box depending on how you scan the document.
After the split, odd-numbered images will be considered front images and
even-numbered images will be considered rear images. Because Capture Pro
Software immediately shows the result after merging or splitting, you can test
your page setup and make changes if necessary.
If you are scanning one-sided images (or when you are scanning from the
flatbed), the split will occur only on the front image.

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Splitting an image To split images during scanning:

1. Click the Split Page or Image checkbox.

NOTE: The Merge and Split options cannot be active at the same time. To
disable the Merge option, open the Merge tab and uncheck the
Merge front and back into one single image checkbox.
2. Choose from 2 to 12 images in the Number of resultant images drop-down
list.
3. Select a range of widths for the page or image from the Split image if width
is between field. If the page width falls within this range, it will be split. If
either the front or back side falls outside the range, neither side will be split.
4. Select Front and/or Back to activate a split. A graphic will be displayed
showing your selection. For example, if you enable both checkboxes, the
icons will appear with a red "X" on each page.
Click on each image segment in the order you want the images to be
output. As you click on an image segment, the red "X" disappears.
Any image segment that is still marked with a red "X" will be deleted and
not sent to output. This option might be useful for the last page of a
pamphlet that is always blank.
NOTE: When using a simplex-only scanner, selecting both Front and
Back will result in no split. Select Front only to cause a split.
5. If desired, click Reset Order to delete the output order and start again.
6. Click OK to save your settings and close the Page Setup dialog box.

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Merge tab To merge images during scanning:
1. Click the Merge front and back image into one single image checkbox.

NOTE: The Merge and Split options cannot be active at the same time. To
disable the Split option, open the Split tab and uncheck the Split
Page or Image checkbox.
2. Set the minimum and maximum image widths and heights in 1/100ths of
an inch for front and back images to be merged in the if width is between
and the if height is between fields. Capture Pro Software merges only the
images that meet these parameters. Any other images are not merged.
3. Click Horizontal or Vertical for the desired orientation on the merged
image.
4. Click Front, Back or Back, Front for the desired order of the front and
back on the merged image.
5. Click OK to save your settings and close the Page Setup dialog box.

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Intelligent QC tab The Intelligent QC tab of the Page Setup dialog box allows you to set up these
image processing functions during image capture:
• Auto-orientation
• Binarize
• Create Grayscale from Color
• Hole fill
• Auto crop
• Deskew
Auto-orientation Auto-orientation analyzes the content of your documents and orients each
document so it is right-reading. You can select Orient Front, which orients the
front side of a page or Orient Back, which orients the back side of a page.
Binarize Binarize converts color or grayscale images to black and white. Your scanner
must be setup to scan color or grayscale. While scanning, the image will be
converted to black and white and checked for noise. If excessive noise is
detected, the image will be flagged and you will have an opportunity after
scanning to adjust the image to enhance the desired content.

Image Adjustments
• Enable Binarize—check this option to adjust the Contrast.
- Contrast: sets the contrast for each image. If your document set contains
images with faint text or colored / dark backgrounds then you may wish to
increase the contrast.
If your documents are light weight paper and content on the back side is
visible on the front then decreasing the contrast may produce better
results. In many cases a contrast of 0 will produce the best result.

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 Image Retention Options
• Keep all images—by default, only the flagged color or grayscale images
will remain in the batch with the black and white images and only these
images may be modified after scanning. Select this box if you want to keep
all the color or grayscale images so that you can modify any image sent
from the scanner, whether they are flagged or not.
NOTES:
• When using a Kodak Scanner or Alaris Scanner with Thresholding -
Intelligent QC enabled, the grayscale image will only be available for
those images identified by the scanner as containing excessive noise.
• Selecting Keep all images will not result in auto deleted images being
kept.
• If you do not want to keep the color or grayscale images after output, then
only select the Black and White checkbox on the Output tab of Job
Setup.

Create Grayscale from Color Create Grayscale from Color will create a grayscale image for every color
image sent from the scanner. Both the color and grayscale image will be
added to the batch. There is no configuration required.

Hole fill Hole fill will fill round or rectangular holes found near the edge of the page.
The scanner background must be black. You can select Fill Front, which fills
holes found on the front side of a page, or Fill Back, which fills holes found on
the back side of a page.

Auto crop Auto crop will crop the scanned image to remove the background border that
may appear at the end of the image. It is recommended that you use the Auto
crop feature of your scanner if available. There is no configuration required.

Deskew Deskew will correct minor rotation or skew of an image. When selected, Auto
crop will be automatically selected. There is no configuration required.

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186 A-61993 March 2022
6 Productivity Shortcuts

Button Manager When scanning shortcuts have been created, you can assign each shortcut
name to a particular value for the Scanner button (if your scanner has buttons).
You can assign up to 9 buttons. Once the numbers are assigned, you can
quickly access and use these scanning options by using the Start button on the
control panel.
To access the Button Manager dialog box:
1. Right-click on the Capture Pro Software icon in the system tray and select
Button Setup:

The Button Manager dialog box will be displayed.

2. Assign Buttons 1 through 9 as desired by select the action you want the
scanner to take from the drop-down list. The default is no action.

3. Click Shortcut Setup to display the Shortcut Setup dialog box which
allows you to assign a Job Shortcut name, Page Setup and Job Setup.
4. Click OK.
NOTE: If you experience any issues with the Button Manager, review the
Frequently Asked Questions in Chapter 9, Troubleshooting.

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Shortcut Setup When you select Shortcut Setup from the Button Manager dialog box, the
dialog box Shortcut Setup dialog box will be displayed. This dialog box allows you to
create a new job shortcut, and rename or delete the currently selected job
shortcut. You can also use this dialog box to select or change the page and job
setups associated with it.
NOTE: Assigning shortcuts to scanner buttons is not supported by Button
Manager.

1. Select the desired Job Shortcut name from the drop-down list. You can
also use the icons to add, rename or delete a job shortcut.
• Add: displays the Save As dialog box which allows you to add a new
job shortcut.
• Rename: displays the Rename dialog box which allows you to rename
the currently selected job shortcut.
• Delete: displays a confirmation box which allows you to delete the
selected job shortcut.
2. If desired, select a page setup from the Page Setup drop-down list or click
Setup to display the Page Setup dialog box and create a new page setup.
3. If desired, select a job setup from the Job Setup drop-down list or click
Setup to display the Job Setup dialog box and create a new job setup.
4. Click OK.

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7 User and Group Setup

User Setup dialog The User Setup dialog box allows you to set up and manage users of Capture
box Pro Software. The user setup functions can only be set by individuals with
Capture Pro Software administrator access.
To access User Setup, select File > User Setup. The User Setup dialog box
will be displayed.

The User Setup dialog box has three tabs: General, User and Group.
General tab The General tab allows you bypass the login function for a user by checking
the Windows user ID login checkbox.
If you want to authenticate users with your Active Directory Server, click the
Active Directory checkbox.

Setting up users and When Active Directory is checked and a new user logs in, Capture Pro
groups using Active Software will check each Active Directory group that the user is a member to
find a match to a Capture Pro Software group. The new user will be added to
Directory the first Capture Pro Software group that matches a user’s Active Directory
group.
If no matching group is found, the new user will still be added to Capture Pro
Software and a new group based on one of the user’s Active Directory groups
will be created in Capture Pro Software. By default, the new group will have no
permission or Jobs in Capture Pro Software. A Capture Pro Software user with
permission to modify the User Setup will need to enter User Setup and either
assign the new group permissions and Jobs or assign the new user to an
existing Capture Pro Software group.
If a new user is not a member of any Active Directory group, the user will
receive a warning message when first logging in that they must be a member
of at least one group.

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 It is recommended that the Capture Pro Software system administrator
(sysadmin) add the appropriate groups to Capture Pro Software before users
login the first time. The group name entered into Capture Pro Software must
match the group name defined in the Active Directory.
When users are logging into Capture Pro Software, the User name must
include the domain. For example domain\UserID.

User tab Users and user groups can be configured in Capture Pro Software to limit
access to specific jobs and Capture Pro Software functions.

Adding a new user 1. Select File > User Setup.

2. Open the User tab.

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 3. Click New. The New User dialog box will be displayed.

4. Enter the name of the user in the User name field.

5. Enter a password for this user in the Password field.
6. Re-enter the password in the Confirm password field and click Create.
This user is automatically added to the list.
NOTE: The user can change this password by selecting File > Change
Password.

Adding a user to a group 1. Select File > User Setup and open the User tab. The User Setup dialog
box will be displayed.
2. Select a user name from the User name drop-down list.
3. Select a group name from the Add to Group drop-down list.
4. Check Allow automatic login if you want to bypass the login function for
Capture Pro Software and automatically login this user when Capture Pro
Software is launched.
NOTE: If you want to login as another user, select File > Logout and then
login as the new user.
5. Click OK.

Deleting a user 1. Select File > User Setup and open the User tab. The User Setup dialog
box will be displayed.
2. Select the user you want to delete from the User name drop-down list.
3. Click Delete. A confirmation box will be displayed.
4. Click Yes to complete the deletion.
5. Click OK.

Resetting a password 1. Select File > User Setup and open the User tab. The User Setup dialog
box will be displayed.
2. Select the user you want to reset a password for from the drop-down list.
3. Click Reset Password. The Change Password - sysadmin dialog box will
be displayed.

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 4. Enter a new password in the New password field.
5. Re-enter the password in the Confirm password field.
6. Click OK.
NOTE: The user can change this password by selecting File > Change
Password.
Group tab Use the Group tab to add and delete user groups as well as add and remove
job privileges.

Setting up a user group 1. Select File > User Setup and open the Group tab. The Group tab of the
User Setup dialog box will be displayed.

2. Click the Add icon. The Save as dialog box will be displayed.

3. Enter a new group name and click OK. The new group name will be
displayed in the Group name drop down list. You can also add notes about
the group in the Description field.
NOTE: When creating a new group, you must create the group first and
then go to the User tab to add members to the group.
4. Use the Add, Remove, Add All, Remove All buttons in the Members
boxes to move users in or out of the selected group. The Members boxes
contain all users who are eligible to be added to the group. When creating
a new group, the Not in group and In group fields will be blank.

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 5. Under Privileges: Features, select the Capture Pro Software functions,
toolbars, and menus that you want available for members of this group.
You can use Select All or Deselect All to make global changes. The
default settings allow the group total access to all the software features
and job setups.
6. Under Privileges: Jobs, select the job setups that you want available for
members of this group. You can use Select All or Deselect All to make
global changes.
7. Click OK.

Deleting a group 1. Select File > User Setup and open the Group tab. The Group tab of the
User Setup dialog box will be displayed.
2. Select the group that you want to delete from the Group name drop-down
list.
3. Click the Delete icon. A confirmation box will be displayed. Click Yes to
delete the group.
NOTE: When you delete a group, the users in that group are removed
from the group and returned to the Members: Not in Group list.

Renaming a group 1. Select File > User Setup and open the Group tab. The Group tab of the
User Setup dialog box will be displayed.
2. Select the group that you want to rename from the Group name drop-down
list.
3. Click the Rename icon. The Rename dialog box will be displayed.
4. Enter the new group name and click OK.

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194 A-61993 March 2022
8 Auto Import

Overview Auto Import allows you to import images into Capture Pro Software without
the use of a local scanner or manual intervention. This is done by observing
special directories called “watch folders”. Files to be imported will be copied
into subfolders within a watch folder which are called Auto Import or AI batch
folders. Auto import extracts images from these files and streams them into the
Capture Pro Software workstation just as if they had originated from a local
scanner.
To auto import files create an AI batch folder in a watch folder. The processing
instructions for this AI batch folder have been defined in the Auto Import Setup
process and associated with the watch folder that the AI batch folder is
contained within. A countdown timer will then be started on the new AI batch.
The user will copy files (which may be contained in nested subfolders) into the
AI batch folder. Every time a new file appears anywhere in the AI batch folder
or its subfolders, the countdown timer will be reset to its initial value and the
countdown will begin again. If the timer expires, the AI batch folder will be
locked and added to the end of an auto import capture queue for processing.
See “Auto Import operation” for more information.
For MFP (Multiple Function Printers) type devices that are not able to create AI
batch folders, image files may be copied directly to the watch folder.
Special batch separation rules can be specified for auto import so new batches
can optionally be created for each new AI batch. Aside from that, processing
will occur as in any other scan job according the job and page setup rules.
Every AI batch will be completely processed before moving to the next.
These image file formats are supported: tiff, jpg, pdf, bmp, ioca, modca, gif,
cmp and png.

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Auto Import Setup 1. Select Auto Import Setup from the Capture menu. The Auto Import Setup
dialog box will be displayed.
NOTE: The settings you make on this dialog box apply to any AI batches
created within the specified auto import location (watch folder).

2. Select Start Auto Import when application is launched to automatically

begin watching your auto import watch folder when Capture Pro is
launched.
3. Enter a name for this auto import setup. The name is a user-friendly
reference and does not refer to a folder name or any other specific
reference.
4. Select a location for the auto import watch folder associated with this auto
import configuration. Auto import will monitor this folder for the creation of
new AI batch folders and will process the AI batch after the timeout interval
has expired (see “Auto Import operation” for more information).

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 There are several conditions that apply to the watch folder.
• The watch folder must have Read / Write access to any user running
Capture Pro Software.
• The watch folder needs to be writeable from any intended image source.
If it will be accessed from a network, you need to confirm that network
sharing is setup to allow Write access from any users, network scanners
or other devices which copy files into the watch folder.
• Capture Pro Software will not attempt to configure any file share or set
user access privileges on the watch folder. Configuration and file
sharing is your responsibility.
• The watch folder must be a local or mapped drive.
5. Select an auto import timeout interval. This interval should be based on the
maximum delay expected from any source which sends files to the watch
folder. This can vary a great deal depending on the operation. For
example:
• Network Scanner—a user has set up a Scan Station 500 to send
images directly to a watch folder over a network. The operation consists
of scanning a stack of paper, removing it from the scanner, picking up
the next stack, and resuming the scan operation. There is a 60-second
delay required to make this transition. The watch folder has been
configured with a 120-second delay in order to allow the user to pick up
the next stack without timing out and closing the AI batch.
• Copy images from network folder—a user has a set of files that were
captured using another scanner (or another input source). Transferring
them to the Capture Pro Software workstation for auto import requires a
“copy” operation. The local network delivers images at one-second
intervals. The timeout interval is set at 10 seconds.
Refer to the section entitled, “Auto Import operation” for more information.
6. Select or create a job setup to be associated with this watch folder.

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 7. Select or create a page setup to be associated with this watch folder. Page
setup options are restricted to those shown below.

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 8. Select Separation Options to select batch and document separation
options for the auto import folder and any subfolders it may contain. You
may also choose to create a new document for each file. This option is
useful if each file contains a multi-page document.
The Separation Options are limited when files are copied directly to the
watch folder because a folder and subfolder will not exist. The only option
that may be used is For each file create new document. When this
option is unchecked, all the files copied to the watch folder will be placed in
a single document. When this option is checked, a new document will be
created for each file.

9. Select Backup the files to and specify a backup location if you want to
archive the contents of the AI batch when auto import is complete.
Archive will copy the entire content of an AI batch to the specified archive
location including any unprocessed files (such as spreadsheets or word
processing documents) in their original form along with the original image
files.
• A single archive location can be used for multiple watch folders.
• You do not have to create a unique archive folder for every auto import
setup.
• The archive location must be a local or mapped drive.
10. Specify the number of errors that are allowed before auto import
processing is interrupted. Errors occur when an image file cannot be
properly read. These errors do not apply to indexing errors or anything else
other than the ability to open and read the contents of a supported image
file. If the value in Maximum import errors drop-down box is exceeded,
processing will stop and a dialog box will be displayed allowing the user to
retry the bad image, skip the bad image, or abort the auto import. See
“Error handling” for more information regarding error handling and
recovery.
11. Specify a location for unreadable files to be copied to in the Cache the
error files and data to field. During auto import processing, if a supported
file cannot be opened, a “place holder” image will be substituted and the
erroneous image will be copied into the error cache.
NOTE: The error cache location must be a local or mapped drive.
12. Click OK when finished.

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Auto Import NOTE: Special icons have been added to some of the folders in the following
operation examples for clarity. These icons will not appear on the actual folders
in a real auto import setup.
Following the AIDemo1 auto import setup previously described the directories
will look like this:

To enable Auto Import, select File > Workstation Setup, then select Auto
Import as your source. This disables all scanners and scanner-specific
setups. If you have not selected Start Auto Import when application is
launched, then you will need to select Start as if you were starting a scanner.
Auto import will begin watching all previously defined watch folders for
incoming files, actively monitors all watch folders and processes any new AI
batch jobs in first-in, first-out order until Stop is selected. To resume normal
scanning operations, select File > Workstation Setup and select your
scanner.
NOTE: If an auto import setup becomes obsolete, it should be deleted before
related folders are manually removed to avoid error messages.
To create a new AI batch, a new AI batch folder will be created in the watch
folder.

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 The timer will begin to count down. After 5 seconds, no new files have been
added to the AI batch folder (06112009_AIBatch) and the counter is now at 5.

Whenever a file appears in the AI batch folder, or any subfolder of the AI batch
folder, the timer is reset.

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 Subfolders within the AI batch folders can be nested. The timer on the parent
AI batch folder will be reset. Additions to nested subfolders within
06112009_AIBatch will reset this timer. Nested subfolders do not have their
own timers. There is only one timer for the 06112009_AIBatch.

NOTE: Paths that exceed 256 characters may not be supported by the
Windows operating system. It is recommended that subfolders and file
names be kept within this limit.
A new AI batch folder can appear in the watch folder at any time. It will get its
own timer and operate independently of other AI batches.

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 When a timer expires, the AI batch folder is locked, and inserted into the auto
import processing queue.

Other jobs will be inserted into the processing queue as their timers expire.

The Auto Import processing queue will be processed in first-in, first-out order.
In this example, the entire contents of 06112009_AIBatch will be processed
followed by 06112009_AIBatch2. Since these two AI batches have the same
job setup (they came from the same watch folder), a batch separator will be
inserted between the two AI batches according to the AIDemo1 job setup.
Files within an AI batch will be processed by recursively iterating through files
and subfolders and processing their contents in alphanumeric order.

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 However, since ALL AI batches share the same Auto Import processing
queue, if an AI batch from a different watch folder were to be next in the queue,
a batch separator would be inserted regardless of auto import setup options.
AI batches in the Auto Import processing queue will be processed in first-in,
first-out order. There is no management facility for this queue. All AI batches
will be processed in their entirety, in sequence barring errors (see “Error
handling”).
When the entire batch has been processed, the original files will optionally be
copied into the archive.

Server/Service Installing Auto Import on a Windows Server operating system provides a more
configuration robust environment and minimizes operator involvement. It is recommended
that the watch folder also be located on the same server.
1. Install Capture Pro Auto Import on the server using the procedure found in
the Auto Import Setup section.
2. Launch Capture Pro and configure your Auto Import job(s).
Be sure to check the option: Start Auto Import when application is
launched.
NOTE: If the watch folder is not located on the server, the Capture Pro
Auto Import Service will need to have read and write access to the
watch folder. This is typically difficult because services have no
defined user.
3. Verify that Auto Import works properly.
4. Shut down Capture Pro Software.
5. Download the Capture Pro Auto Import Service from the Capture Pro
Software website at www.kodakalaris.com/go/CaptureProAIService.
6. Install Capture Pro Auto Import Service on the same server on which
Capture Pro Auto Import is installed.
7. By default the Capture Pro Auto Import Service will be configured for
Automatic startup and will have an initial status of Stopped. Manually start
the service or restart the server.
Capture Pro Auto Import is now running on the server. Any image files placed
in the watch folder will be imported and processed as described by the Job
selected in the Auto Import setup.
Auto Import will be launched automatically whenever the server is restarted.
To modify or add job setups, stop the Capture Pro Auto Import Service and
manually launch Capture Pro Software. When updates are complete, shut
down Capture Pro Software and manually start the Capture Pro Auto Import
Service or restart the server.
NOTE: If a Job setup is modified in a shared workgroup environment, Auto
Import needs to be stopped and restarted for the changes to take
effect.

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 Auto Import Service Properties
If it is necessary to change the Auto Import service Log On from the default
Local System account to a User account, make sure to add the user to the
Local Administration group.

Error handling When a batch is being processed, if a supported image file cannot be opened:
• the bad file will be copied into the error cache,
• a generic “error” image will substituted, and
• the error count for the AI batch will be incremented.
If the error threshold defined in the batch setup has been reached, processing
of the batch will stop. A dialog box will be displayed with the following options:
- Ignore: move ahead to the next image. The batch will resume processing
until the next bad image is encountered.
- Abort: the remaining files in the batch will be copied into the error cache
and auto import will stop. Following an abort, when restarted, auto import
proceeds with the next batch in the queue. There is no automated recovery
procedure for batches copied into the error cache. The user will have to
locate and correct the bad files and manually reinsert the batch into the
watch folder.

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206 A-61993 March 2022
9 Intelligent Job Select

Overview The Intelligent Job Select capability found in the Capture Pro File menu allows
you to set up advanced parameters to change Job Setups or Page Setups
automatically during scanning. When a patch code with predefined conditions
is scanned, either page or job setup will change without any operator action
needed.
Effective use of Intelligent Job Select requires document preparation to add
patch page(s) to the batch.
This feature is available for Kodak Scanners and Alaris Scanners only. If you
do not have a Kodak Scanner or Alaris Scanner, this option will be disabled.
This chapter provides information and procedures on how to select options on
Intelligent Job Select General and Setup tabs.
You will need to:
1. Set up one or more patch pages to signal setup changes.
2. Configure Capture Pro for the change meant by each patch page.

To access Intelligent Job Select, select Intelligent Job Select... from the
Capture Pro File menu.

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Intelligent Job Select The Intelligent Job Select Setup window allows you to define when and how
Setup - General tab setup changes will happen, based on patch codes read by the scanner. The
General tab of the window has the following options:

Enable Intelligent Job Select on—choose the patch type for your feature
patch page. Valid feature patches are Patch 10, Patch 11, Patch 12, Patch 13,
Patch 14, or Patch 15.
Sample Image—choose an image already stored as a sample image, to
define the rule for this patch. The drop-down list contains all the images that
have been scanned for Intelligent Job Select setup. You must have at least
one image in this list before you can define a bar code or OCR zone.
Icons
Start/Scan—opens the Scan Image dialog box, which allows
you to enter an Image name and scan an image containing bar
codes, OCR text segments or mark areas.
NOTE: Capture Pro Software will use whatever Page Setup is
currently selected, to scan the sample image.
Draw region—allows you to draw a rectangle around a bar code
or OCR text segment on the scanned image and then displays
the Bar Code Zone Setup or OCR Zone Setup dialog box.
Magnify—enlarges a portion of the image. You can enlarge any
area on the image where you place the Magnify tool and click
and hold.
Pan—allows you to move the image around when the image is
larger than the Feature Patch Setup image window.

Zoom in—zooms in on the image.

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 Zoom out—zooms out on the image.

Fit window—changes the image display so the image fits the

Intelligent Job Select Setup image window.

Actual size—displays the image at the actual size. One

scanned pixel equals one pixel on the Intelligent Job Select
Setup image window.
Test selected bar code, OCR or Mark Detection zone—opens
the Bar Code, OCR and Mark Detection Values dialog box,
which allows you to view test results on a selected zone.
Create OCR zone—enables you to create an OCR zone from
the displayed image in the Intelligent Job Select Setup window.

Create barcode—enables you to create a bar code zone from

the displayed image in the Bar Code, OCR & Mark Detection
window.
Zone properties—opens either the Bar Code Zone Setup, OCR
Zone Setup or the Mark Detection Zone Setup dialog box which
allows you to view the properties of the selected bar code, OCR
or mark detection zone.
Delete selected zone—allows you to delete a bar code, OCR or
mark detection zone. A confirmation box will be displayed to
verify your choice.

OK—saves your settings and closes the dialog box

CANCEL—discards changes that were not applied and closes the dialog box
APPLY—saves your settings and leave the dialog box open

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Create a feature Create a patch page that will be used to initiate a setup change. Use either
patch page Patch 10, Patch 11, Patch 12, Patch 13, Patch 14, or Patch 15. The patch
page must be customized with either a barcode or text.
NOTE: Only one zone is allowed for Intelligent Job Select Setup. To have
multiple ways to change setups, create one patch page for each.
For example the Patch 10 page below on the left could be used to implement a
setup change such as, “If bar code value is 12345678, then change Page
Setup to Color 150 DPI.”
The Patch 10 page below on the right could be used to implement a setup
change such as, “If OCR zone = ‘Scan to PDF’ then change job to Scan to
PDF.”

Create feature patch 1. Once you have prepared your patch sheet(s) you will configure the
setup Intelligent Job Select Setup. On the General tab, check Enable Intelligent
Job Select on. Select the feature patch type that you have customized for
this function, from the drop-down list.
2. Choose an image of your patch page from the Sample Image drop-down
list, or scan in the patch page you created in “Create a feature patch page”.
3. Create a bar code zone for the bar code or an OCR zone for the text that
you added to the patch page.
4. Test the zone to be sure your bar code or text will be recognized.
5. Use the image right-click menu as needed to adjust your image or zone.

6. Next, set up one or more rules to define the setup change that will happen,
when the scanner recognizes this patch page.

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Intelligent Job Select After enabling Intelligent Job Select and setting up a sample image page with a
- Setup tab bar code or OCR zone, you will need to create a rule to follow when the feature
patch is detected. The rules are defined on the Setup tab of the Intelligent Job
Select window. The Setup tab has the following options:

If detect—enter the bar code value or OCR text value from the patch page that
you set up on the General tab.
Change—choose Job Setup or Page Setup from the drop-down list.
To—choose a Job Setup or Page Setup name from the drop-down list. When
the patch page is detected, setup will change to the setup you enter in this
field.
Add—once you have defined a rule, the Add button will add it to the displayed
list.
Delete—choose a rule from the displayed list and choose Delete to remove
the selected rule.
When changing jobs—this option is not available for scanners that perform
feature patch code reading in the scanners (e.g. Kodak i5x50). On these
scanners, scanning will be performed at the scanner rated speed.
• Always change to page setup in job (slower): choose if you want to use
the Page Setup that was defined in the job or the last used Page Setup if
one is not defined.
• Use one page setup for all jobs (faster): choose if you want to scan at the
scanner rate of speed. You must define a Page Setup from the drop-down
list that will be used for all jobs.

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 OK—saves your settings and closes the dialog box.
CANCEL—discards changes that were not applied to the list, and closes the
dialog box.
APPLY—saves your settings and leaves the dialog box open.
Define a rule Your rule will have a format such as: If detect <value> change <job setup or
page setup> to <desired setup name>.
1. Set up a rule for a patch page using the If detect, change, and to fields.
2. Once the rule is defined, select the Add button to add the rule to the list.
3. Use Apply or OK to save your changes.
4. Create additional rules if needed. If you have multiple kinds of customized
patch sheets, you need a rule for each one.
NOTE: To change a rule, delete it and add a new one.

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10 Troubleshooting

Clearing errors The Capture Pro Batch Process Status window provides information on
batches that you are preparing for output from Capture Pro Software.
To view the Batch Status window:
• Select Batch > View Batch Output Status.

To clear errors:
• Click on the Job Name to Clear All Errors or Clear Selected Errors.

Command line login Capture Pro Software will support a login from the command in the form:
Capture.exe/username<username>/password<password>
For example, a user with the username “tester” and password “123465” could
launch Capture Pro Software with the command:
Capture.exe/username tester/password 123465
If the user is using the current Windows user name to log into Capture Pro
Software, then they may launch Capture Pro Software with the command:
Capture.exe/username

Technical Support Support for Capture Pro Software can be found on the Kodak Alaris website:
www.kodakalaris.com/go/CaptureProSupport. The support pages provide
product specific information such as access to product upgrade downloads,
drivers, accessories and access to the FAQs (Frequently Asked Questions)
and details of the support options available for Capture Pro Software available
in your country/region.

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214 A-61993 March 2022
Appendix A License Manager

The License Manager is a utility that may be installed and run independently of
Capture Pro Software. The License Manager is installed with Capture Pro
Software and can be accessed and run by selecting License Manager from
the Help menu or by selecting the shortcut found at Kodak > Kodak Capture
Pro Software. If Capture Pro Software is not installed on the computer,
License Manager may be downloaded from www.alarisworld.com/go/
CaptureProDownload. The utility provides a set of functions that may be used
to acquire and manage a license for your Capture Pro Software.
The License Manager is the easiest way to get a license for a workstation
running Capture Pro Software that does not have internet access.

Software Serial Number—displays the software serial number which is used

to identify your license.
Version Number—specifies the Capture Pro Software version that you want
to use. Versions previous to Version 4.0.0 may not be selected.
License Location—specifies the location where your license is installed. For
a typical installation, the location will be C:\Program Files\Kodak\Capture
Pro\System.
License Status—statuses are: Licensed, Temporary License or Not Licensed.
Temporary licenses expire on a predetermined date.
License Request, Release License and Replace License tabs—see the
sections that follow for detailed information and procedures.
Register—allows you to register Capture Pro Software and obtain a
Registration ID. The Registration ID may be used for future installations of
this license or other Capture Pro Software licenses you may own.

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 Show Hardware ID—displays the hardware ID that is used to identify the
licensed workstation.
Close—closes the License Manager window.

Requesting a license The License Request functions are used to request a license from the Kodak
Alaris license server.

Get License—use this option if the workstation to be licensed has internet

access.
Get Trial License—allows you to request a trial license if you do not have a
software serial number.
Request License—if the workstation to be licensed does not have internet
access, select Request License to create a license request file that may be
used to request a license using a computer with internet access. You will be
prompted to enter a location for the license request file.
Upload Request—this function is used on a computer with internet access to
send the license request file to the Kodak Alaris license server. You will be
prompted to enter the location of the license request file. If license request is
successful, your license file will be returned to this location.
Install License—this function is used on the workstation without internet
access to install the license retrieved from a computer with internet access.
You will be prompted for the location of the license file.

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 Following are some examples of when you would use Request License:
Example 1
Scenario: Capture Pro Software is installed on my workstation. I have
purchased an optional feature and need to update my license to enable the
optional feature. My workstation has internet access.
Solution:
1. Select Help > License Manager from the menu bar.
2. From the License Manager window, select the Request License tab and
then select Get License.
Your new license will be retrieved and installed.

Example 2
Scenario: I am installing Capture Pro Software on a workstation without
internet access. During installation the installer has created a license request
file. What do I do now?
Solution:
1. On a different computer with internet access, download the License
Manager tool from the Capture Pro Software download site
(www.alarisworld.com/go/CaptureProDownload).
2. Install and launch License Manager.
3. From the Request License tab select Upload Request.
4. Browse to the license request file that was created on the workstation
without internet access and upload the file.
Your license will be returned and stored at the same location where you
browsed to select the license request file.
5. Move the returned license file to the workstation where you are installing
Capture Pro Software and continue installation.

Example 3
Scenario: Capture Pro Software is installed on my workstation. I have
purchased an optional feature and need to update my license to enable the
optional feature. My workstation does not have internet access.
Solution:
1. Select Help > License Manager from the menu bar.
2. From the License Manager window, select the License Request tab and
then select Request License.
3. Enter the path to where you want the license request file to be saved.
Select Request. A license request file will be created.
4. Move the license request file to a computer with internet access.
5. On the computer with internet access, download the License Manager tool
from the Capture Pro Software download site
(www.alarisworld.com/go/CaptureProDownload).
6. Install and launch License Manager.

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 7. From the License Request tab select Upload Request.
8. Browse to the license request file you moved to this computer and select
Upload.
Your license will be returned and stored at the same location where you
browsed to select the license request file.
9. Move the returned license file to the workstation where Capture Pro
Software is running and select Install License from the License Request
tab. You will be prompted to enter the path to the license file you moved to
the workstation.

Release license The Release License functions are used to release the license from the
currently assigned workstation. You must release a license before uninstalling
Capture Pro Software or moving the license to a different workstation.

Release License—if the licensed workstation has internet access, this option
will remove the license from the workstation and make the license available for
a new workstation.
Request Release—if the licensed workstation does not have internet access,
use this option to create a release request file. This file may be moved to a
computer with internet access and sent to the Kodak Alaris license server
using Upload Request. You will be prompted to enter a location for the
release request file.
Upload Request—this option is used to release your license by sending the
release request file to the Kodak Alaris license server from a computer with
internet access. You will be prompted to enter the location of the release
request file.

218 A-61993 March 2022

 Following are some examples of when you would use Release License:
Example 1
Scenario: Capture Pro Software is installed on my workstation. I would like to
move Capture Pro Software to a new, faster workstation. My workstation has
internet access.
Solution:
1. Select Help>License Manager from the menu bar.
2. From the License Manager window, select the Release License tab and
then select Release License.
3. Exit Capture Pro Software. Your license will be removed from this
workstation and is now available to be installed on the new workstation.

Example 2
Scenario: Capture Pro Software is installed on my workstation and I need to
reconfigure the workstation (add/remove memory, update the BIOS, change
the Machine Name, replace the mother board, etc.). My workstation has
internet access.
Solution:
1. Select Help > License Manager from the menu bar.
2. From the License Manager window, select the Release License tab and
then select Release License.
3. Exit Capture Pro Software.
4. Reconfigure the workstation as needed.
5. Launch the License Manager tool typically found in the Capture Pro
application folder <drive>: \Program Files\Kodak\Capture
Pro\KCSPLM.exe.
6. From the License Manager window, select the License Request tab and
select Get License. Your new license will be retrieved and installed.

Example 3
Scenario: Capture Pro Software is installed on my workstation and I need to
reconfigure the workstation (add/remove memory, update the BIOS, change
the Machine Name, replace the mother board, etc.). My workstation does not
have internet access.
Solution:
1. Select Help > License Manager from the menu bar.
2. From the License Manager window, select the Release License tab and
then select Request Release. Enter the path to where you want the
release request file to be stored. Select Request.
3. Exit Capture Pro Software.
4. Move the release request file to a computer with internet access.
5. Download the License Manager tool from the Capture Pro Software
download site.

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 6. Install and launch License Manager.
7. From the Release License tab select Upload Request.
8. Browse to the license request file you moved to this computer and select
Upload.
9. Reconfigure the workstation running Capture Pro Software.
10. When configuration is complete, launch the License Manager tool typically
found in the Capture Pro application folder <drive>: \Program
Files\Kodak\Capture Pro\KCSPLM.exe.
11. Select the License Request tab and then select Request License. Enter
the path to where you want the license request file to be saved. Select
Request. A license request file will be created.
12. Move the license request file to the computer with internet access that has
the License Manager installed.
13. From the License Request tab, select Upload Request.
14. Browse to the license request file you moved to this computer and select
Upload.
15. Move the returned license file to the workstation without internet access
and select the License Request tab and then select Install License. You
will be prompted to enter the path to the license file you moved to this
workstation.

Example 4
Scenario: I have made changes to my workstation hardware configuration and
now when I launch Capture Pro Software I get the message, Invalid license
code. What do I do?
Solution 1:
1. Change the workstation hardware configuration back to the original
settings. If this is not possible, see Solution 2.
2. See Example 2 if you have internet access or Example 3 if your
workstation does not have internet access.
Solution 2:
• If your workstation has internet access:
1. From the Capture Pro installation folder (typically Program Files >
Kodak > Capture Pro), run the License Manager, KCSPLM.exe.
2. From the Replace License tab, select Replace Lost License. A new
license will be retrieved and installed.
• If your workstation does not have internet access:
1. From the Capture Pro installation folder (typically Program Files >
Kodak > Capture Pro), run the License Manager, KCSPLM.exe.
2. From the Replace License tab, select Request Replacement. Enter the
path to where you want the replacement request file to be saved. Select
Request. A license replacement request file will be created.
3. Exit Capture Pro Software.
4. Move the replacement request file to a computer with internet access.

220 A-61993 March 2022

 5. On the computer with internet access, download the License Manager
tool from the Capture Pro Software download site.
6. Install and launch License Manager.
7. From the Replace License tab select Upload Request.
8. Browse to the replacement request file you moved to this computer and
select Upload. Your license will be returned and stored at the same
location where you browsed to select the replacement request file.
9. Move the returned license file to the workstation without internet access.
10.On the workstation without internet access, go to the Replace License
tab and select Install License.
11.Browse to the location of the license file you moved to this workstation
and select Install.

Replacing a license The Replace License functions are used to replace an original license that has
been lost due to equipment failure or loss. Replacing a license that is not lost is
a violation of the license agreement and may result in the forfeit of the license.

Replace Lost License—if the replacement workstation has internet access,

this option will retrieve and install a new license for this workstation.
Request Replacement—if the replacement workstation does not have
internet access, use this option to create a license replacement request file.
This file may be moved to a computer with internet access and sent to the
Kodak Alaris license server using Upload Request.
Upload Request—this option is used on a computer with internet access to
send the replacement license request file to the Kodak Alaris license server.
Install License—this function is used on the workstation without internet
access to install the license retrieved from a computer with internet access.

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 Following are some examples of when you would use Replace License:
Example 1
Scenario: The hard drive on my Capture Pro Software workstation failed and I
cannot recover the contents. My workstation has internet access. What do I
do?
Solution:
1. Before installing your Capture Pro Software, download the License
Manager tool from the Capture Pro Software download site.
2. Install and launch the License Manager.
3. From the Replace License tab select Replace Lost License. A new
license is retrieved, but is not needed at this time.
4. Download Capture Pro Software from the Capture Pro Software download
site and launch the installer. During installation a copy of your new Capture
Pro Software license will be retrieved from the Kodak Alaris license server.

Example 2
Scenario: The hard drive on my Capture Pro Software workstation failed and I
am not able to recover the contents. My workstation does not have internet
access. What do I do?
Solution:
1. Before installing your Capture Pro Software, download the License
Manager tool from the Capture Pro Software download site.
2. Install the License Manager on the workstation that does not have internet
access and launch the License Manager.
3. From the Replace License tab select Request Replacement. Enter the
path to where you want the replacement file to be saved. Select Request.
A license replacement request file will be created.
4. Move the license replacement request file to a computer with internet
access.
5. On the computer with internet access, download the License Manager tool
from the Capture Pro Software download site.
6. Install and launch the License Manager.
7. From the Replace License tab select Upload Request.
8. Browse to the license replacement request file you moved to this computer
and select Upload. Your license will be returned and stored at the same
location where you browsed to select the license replacement request file.
9. Return to the workstation where you want to install Capture Pro Software
and run the Capture Pro Software installer. During installation the installer
will create a license request file.
NOTE: The license request file is not needed as you have already
created a replacement license in Step 8.
10. Move the replacement license file to the workstation where you are
installing Capture Pro Software and continue with the installation.

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 All trademarks and trade
names used are the property
of their respective holders.

The Kodak trademark and

trade dress are used under
license from Eastman Kodak
Company.

Kodak alaris © 2022 Kodak Alaris Inc.

TM/MC/MR: Alaris
03/22