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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Capture Workspace Console Accessibility Features
User Preferences
Capture Workspace Console Keyboard Shortcuts
Related Documents
Conventions
1
What's New in This Guide
1.1
Significant Documentation Changes for 12c (12.2.1.2.0)
1.2
New Features for 12c (12.2.1.1.0)
1.3
New Features for 12c (12.2.1)
2
Capture Workspace Overview
2.1
About Oracle WebCenter Enterprise Capture
2.1.1
Capture
2.1.2
Conversion
2.1.3
Classification
2.1.4
Release
2.1.5
Commit
2.2
About the Capture Client
2.3
About Capture Workspaces
2.4
About the Capture Batch Processors
2.5
About the Capture Workspace Console
2.6
About Capture Administrator and User Roles
2.7
About Capture Security
2.7.1
About Workspace Console Access
2.7.2
About Client Access
2.8
Workspace Manager Tasks
2.9
About Capture Customization
2.10
Capture Workspace Use Case
2.10.1
Document Profiles for the Customer Workspace
2.10.2
Metadata Configuration for the Customer Workspace
2.10.3
Processor Configuration for the Customer Workspace
3
Getting Started Managing Capture Workspaces
3.1
Before You Begin
3.2
Accessing the Capture Workspace Console
3.3
Creating Your First Workspace and Elements
3.3.1
Example: Creating a Workspace
3.3.2
Example: Creating Metadata Fields
3.3.3
Example: Creating Attachment Types
3.3.4
Example: Creating Document Profiles
3.3.5
Example: Creating a Client Profile
3.3.6
Example: Creating a Commit Profile
3.4
Starting the Capture Client
3.5
Testing Your Workspace Settings in the Client
3.5.1
Example: Capturing Batches Using Your Client Profile
3.5.2
Example: Indexing Batches
3.5.3
Example: Releasing Batches
3.5.4
Example: Viewing Batch Commit Results
4
Managing Workspace Elements
4.1
Introduction to Workspaces and Their Elements
4.2
Managing Workspaces
4.2.1
Adding, Editing, or Copying a Workspace
4.2.2
Deleting a Workspace
4.2.3
Filtering Workspaces
4.3
Managing Workspace Security
4.3.1
Granting Workspace Access to Workspace Managers and Viewers
4.3.2
Removing Workspace Access From a Workspace Manager or Viewer
4.4
Managing Metadata Fields
4.4.1
Adding or Editing a Metadata Field
4.4.2
Deleting a Metadata Field
4.4.3
Configuring a Metadata Field's Input Mask
4.4.4
Configuring a Metadata Field's Display Format
4.4.5
Setting Metadata Fields to Auto Populate
4.4.6
Configuring Regular Expression Validation
4.5
Managing User Defined Choice Lists
4.5.1
Adding or Editing a User Defined Choice List
4.5.2
Importing Values From a Text File Into a Capture Choice List
4.5.3
Exporting Capture Choice List Values to a Text File
4.5.4
Deleting a User Defined Choice List or Items
4.5.5
Using User Defined Choice Lists in Capture
4.6
Managing Database Choice Lists
4.6.1
Adding or Editing a Database Choice List
4.6.2
Deleting Database Choice List Sources and Choice Lists
4.6.3
Using Database Choice Lists in Capture
4.7
Managing Dependent Choice Lists
4.7.1
Adding or Editing a Dependent Choice List
4.7.2
Deleting Dependent Choice Lists
4.8
Managing Database Lookups
4.8.1
Adding or Editing a Database Lookup
4.8.2
Deleting a Database Lookup or its Search or Return Fields
4.8.3
Using Database Lookups in Capture
4.9
Managing Batch Statuses
4.9.1
Adding or Editing a Batch Status
4.9.2
Deleting a Batch Status
4.9.3
Using Batch Statuses in Capture
4.10
Managing Attachment Types
4.10.1
Adding or Editing an Attachment Type
4.10.2
Deleting an Attachment Type
4.10.3
Using Attachment Types in Capture
4.11
Managing Document Profiles
4.11.1
Adding or Editing a Document Profile
4.11.2
Deleting a Document Profile
4.11.3
Using Document Profiles in Capture
4.12
Managing Capture Scripts
4.12.1
Importing or Changing a Script
4.12.2
Exporting a Script
4.12.3
Removing a Script
4.12.4
Using Scripts in a Client Profile
4.12.5
Using a Script in a Recognition Processor Job
4.12.6
Using a Script in an Import Processor Job
5
Managing Client Profiles
5.1
Introduction to Client Profiles
5.2
Adding, Editing, or Copying a Client Profile
5.3
Deleting a Client Profile
5.4
Deactivating and Activating Client Profiles
5.5
Configuring a Client Profile's Type For Capture, Index, or Both
5.5.1
Capture Only
5.5.2
Capture and Index
5.5.3
Index Only
5.6
Filtering the Batch List Displayed to Users
5.7
Configuring Image Capture and Storage
5.8
Configuring Blank Page Detection
5.9
Configuring Non-Image File Capture Settings
5.10
Configuring Document Creation
5.10.1
One Page (Simplex)
5.10.2
Two Page (Duplex)
5.10.3
Variable Number of Pages
5.10.4
Prompt User
5.11
Configuring Separator Sheet Use
5.12
Using a Database Lookup in a Client Profile
5.13
Using a Dependent Choice List in a Client Profile
5.14
Configuring Document Profiles in Client Profiles
5.15
Customizing Client Profiles Using JavaScript Extension Profiles
5.16
Managing Client Profile Security
5.16.1
Granting Security Access to Client Profiles
5.16.2
Removing Client Profile Access
5.17
Configuring a Client Profile's Post-Processing
5.18
Adding or Editing a Release Process
5.19
Deleting a Release Process
6
Managing Import Processing
6.1
Introduction to Import Processing
6.1.1
Key Import Processor Job Settings
6.1.2
Important Points About Import Processing
6.2
Adding, Copying, or Editing an Import Processor Job
6.3
Deleting an Import Processor Job
6.4
Activating or Deactivating Import Jobs
6.5
Configuring Email Message and Email Attachment Importing
6.6
Configuring File Importing From a Folder
6.7
Configuring List File Importing
6.8
Importing Attachments During List File Importing
6.9
Configuring Metadata Assignment During Import
6.10
Assigning Metadata Values from a Database Lookup During Import
6.11
Configuring Post-Processing
6.12
Customizing Import Processing Using Scripts
7
Managing Document Conversion Processing
7.1
Introduction to Document Conversion
7.1.1
Key Document Conversion Processor Job Settings
7.1.2
Important Points about Document Conversion
7.1.3
Document Conversion Processor Use With Other Batch Processors
7.1.3.1
Use Case 1: Processing Expense Reports
7.1.3.2
Use Case 2: Processing Invoices
7.2
Adding, Copying, or Editing a Document Conversion Job
7.3
Deleting a Document Conversion Job
7.4
Activating or Deactivating Document Conversion Jobs
7.5
Specifying How Documents are Merged and Metadata is Assigned
7.6
Configuring Post-Processing and Monitoring
7.7
Configuring Batch Flow to a Document Conversion Processor Job
7.8
Specifying Settings for Using an External Conversion Program
7.9
Handling Document Conversion Processing System Errors
8
Managing Recognition Processing
8.1
Introduction to Recognition Processing
8.1.1
About Document Organization Methods
8.1.2
Other Key Recognition Processor Job Settings
8.1.2.1
How are bar codes and patch codes detected and identified?
8.1.2.2
How are documents separated?
8.1.2.3
How are attachments handled?
8.1.2.4
How are documents classified?
8.1.2.5
How are metadata values assigned?
8.1.2.6
What happens after recognition processing?
8.2
Configuring General Recognition Processor Job Settings
8.2.1
Adding, Copying, or Editing a Recognition Job
8.2.2
Deleting a Recognition Job
8.2.3
Activating or Deactivating Recognition Jobs
8.2.4
Configuring Post-Processing and Monitoring
8.2.5
Configuring Batch Flow to a Recognition Processor Job
8.3
Configuring Jobs Based on Their Document Organization
8.3.1
Configuring a Job for Documents Containing a Fixed Number of Pages
8.3.2
Configuring a Job for Documents with the Same Bar Code Value on Each Page
8.3.3
Configuring a Job for Batches with Separator Pages between Documents
8.3.4
Configuring a Job for Documents with Hierarchical Separators
8.3.5
Configuring a Job for Batches that do not need Document Organization
8.4
Configuring Bar Code, Patch Code, and Separator Page Definitions
8.4.1
Adding, Editing, or Deleting Bar Code Definitions
8.4.2
Configuring a Separator Page Definition
8.4.3
Configuring Hierarchical Separator Page Definitions
8.5
Specifying a Static or Dynamically Determined Document Profile
8.6
Specifying Metadata Field Auto Population
8.7
Configuring Database Lookups in Recognition Processing Jobs
8.7.1
Using a Bar Code Value to Perform a Database Lookup
8.7.2
Using a Metadata Value to Perform a Database Lookup
8.8
Customizing Recognition Processing Using Scripts
8.9
Handling Recognition Processing System Errors
9
Managing Commit Processing
9.1
Introduction to Commit Processing
9.1.1
Methods of Committing Documents
9.1.2
About Image Document Output Formats
9.1.3
How Non-Image Documents Are Committed
9.1.4
How Commit Profiles are Applied During Commit Processing
9.1.5
About Image Attachment Output Formats
9.1.6
About Commit Error Handling
9.1.7
About Documents Remaining After Commit
9.1.8
About Commit Processor Logging
9.2
Adding, Copying, or Editing a Commit Profile
9.3
Deleting a Commit Profile
9.4
Activating and Ordering Commit Profiles
9.5
Restricting a Commit Profile Based on Document Profile
9.6
Configuring a Text File Commit Profile
9.7
Configuring a WebCenter Content Commit Profile
9.7.1
About the WebCenter Content Commit Driver
9.7.2
Configuring WebCenter Content Commit Driver Settings
9.7.3
Titling and Naming WebCenter Content Document Files
9.7.4
Assigning Metadata During a Content Server Commit
9.7.4.1
Using Static Values
9.7.4.2
Based on Capture Metadata Values
9.7.4.3
Based on User's Choice List Selections
9.7.5
Mapping to Custom Content Server Fields
9.8
Configuring a WebCenter Content Imaging Direct Commit Profile
9.8.1
About Direct Committing
9.8.2
Searching For and Appending to WebCenter Content Imaging Documents
9.8.3
Configuring Direct Commit Settings
9.9
Configuring a WebCenter Content Imaging Input Agent Commit Profile
9.9.1
About Input Agent Committing
9.9.1.1
About Input Definitions
9.9.1.2
How Capture Names Input Files Upon Commit
9.9.2
Configuring Input Agent Settings
9.10
Configuring an Oracle Documents Cloud Service Commit Profile
9.10.1
About the Oracle Documents Cloud Service Commit Driver
9.10.2
Configuring Oracle Documents Cloud Service Commit Driver Settings
9.11
Configuring PDF Searchable Document Output
9.12
Configuring PDF Searchable Attachment Output
9.13
Configuring Batch Flow to the Commit Processor
10
Use Case: Processing Employee Expenses
10.1
Introduction to the Use Case
10.2
Implementing the Use Case
10.2.1
Task 1: Use Case Prerequisites
10.2.2
Task 2: Create an Expenses Workspace and Elements
10.2.3
Task 3: Configure a Database Lookup to Populate Capture Fields
10.2.4
Task 4: Configure Client Scanning of Expenses
10.2.5
Task 5: Configure Commit Processing
10.2.5.1
Configure Committing to Imaging
10.2.5.2
Configure Committing to a Folder (for Testing)
10.2.6
Task 6: Verify Manual Processing
10.2.7
Task 7: Configure Document Conversion Processing
10.2.8
Task 8: Configure Recognition Processing
10.2.9
Task 9: Configure Folder Import Processing
10.2.10
Task 10: Configure Email Import Processing
10.2.11
Task 11: Configure Exception Handling
11
Performing Advanced Functions
11.1
Using Workspace Manager WLST Commands
11.2
Exporting a Workspace Configuration
11.3
Importing a Workspace Configuration
11.4
Releasing Locked Batches
11.5
Exporting a Batch
11.6
Setting the Value of an Object Property
11.7
Displaying the Value of an Object Property
11.8
Setting the Credentials for an Object
11.9
Updating a Script within a Workspace
11.10
Copying an Existing Workspace
11.11
Cloning a Workspace from a File
11.12
Displaying Import Processor Tokens
11.13
Deleting an Import Processor Token
A
How Do I?
A.1
How do I prevent a user from entering values into a field associated with a choice list?
A.2
How do I reorder the fields presented to the end-user?
A.3
How do I index documents within a batch using different metadata values?
A.4
How do I ensure that all scanning users are scanning documents in black/white format to reduce file size?
A.5
How do I determine the byte threshold to use to determine a blank page?
A.6
How do I import attachments from email and append the email message to each attachment?
A.7
How do I configure Enterprise Capture to commit the same document to WebCenter Content and the file system at the same time?
A.8
How do I configure Enterprise Capture to commit some documents in a batch to WebCenter Content and other documents to the file system?
A.9
How do I create a full-text search document from image based documents?
A.10
How do I monitor the overall use and performance of Enterprise Capture?
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