A How Do I?

This appendix provides answers to common How Do I? questions.

This appendix covers the following main topics:

A.1 How do I prevent a user from entering values into a field associated with a choice list?

  1. Add or edit a metadata field, as described in Adding or Editing a Metadata Field.

  2. In the Choice List Source field, select the source you created.

  3. In the Choice List field, select the choice list you created.

  4. Select the Locked field.

    Locking the metadata field restricts the users to selecting an item from the choice list.

A.2 How do I reorder the fields presented to the end-user?

Create a document profile:

  1. In a selected workspace, click the Classification tab.

  2. In the Document Profiles table, click the Add button.

  3. Complete fields on the Document Profile screen.

    1. Enter a name for the document profile in the Name field.

    2. Enter a description for the document profile in the Description field.

    3. In the Metadata Fields list, select the fields to include in the profile, and move them using the arrow buttons. Use the up and down arrow buttons to order the metadata fields in the order in which an indexing user will read and index documents.

  4. Click Submit.

Associate the document profile with a client profile:

  1. Create a client profile (see Adding, Editing, or Copying a Client Profile) and select the Document Indexing Settings train stop.

    To access this train stop, you must select indexing options 2 - Capture and Index or 3 - Index Only in the Profile Type field on the General Settings train stop.

  2. In the Document Profiles field, select the document profile you created.

  3. Click Submit to save the client profile.

A.3 How do I index documents within a batch using different metadata values?

  1. In the Capture workspace console, when creating a document profile (see Adding or Editing a Document Profile), in the Metadata Fields list, select the fields to include in the profile, and move them using the arrow buttons. Use the up and down arrow buttons to order the metadata fields in the order in which an indexing user will read and index documents. Similarly, create multiple document profiles, each with a different set of metadata fields.

  2. Create or edit a client profile (see Adding, Editing, or Copying a Client Profile) and select the Document Indexing Settings train stop.

    To access this train stop, you must select indexing options 2 - Capture and Index or 3 - Index Only in the Profile Type field on the General Settings train stop.

  3. In the Document Profiles field, select All to make all defined document profiles available for the user's selection.

  4. Click Submit to save the client profile.

  5. In the Capture client, use the Document Profile field available in the metadata pane to identify the set of metadata fields to complete for the selected document. Depending on the document profile selected in this field, the available metadata fields change accordingly.

A.4 How do I ensure that all scanning users are scanning documents in black/white format to reduce file size?

On the Image Settings train stop of the client profile, set the Default Color field to Black and White and select the Prevent Default Override option.

A.5 How do I determine the byte threshold to use to determine a blank page?

When users capture image documents, they may contain blank pages. All images including blank pages have a file size and these blank pages may also have some noise from the scanner itself. Use the client profile to test scanning of blank pages and configure blank page detection appropriately.

  1. In the Capture workspace console, when adding or editing a client profile (see Adding, Editing, or Copying a Client Profile), select the Image Settings train stop.

  2. In the Blank Page Byte Threshold field, enter a file size value. For black and white (200 x 200 DPI images), the recommended value is 1500. At this setting, Capture can usually differentiate between a blank page and a page with a small amount of text.

  3. Click Submit to save the client profile.

Tip:

In the Capture client, use the File Information window to view the file size of each page and determine the appropriate byte threshold.

A.6 How do I import attachments from email and append the email message to each attachment?

When configuring the Import Processor job settings (see Configuring Email Message and Email Attachment Importing), on the Processing tab, under Document Ordering, specify the order in which the elements (for example, message body and attachments) from the email message are ordered as documents in imported batches so that the email message is either the first or last document in the batch.

To append pages to a document, all the pages within the attachment must be converted to image format. Hence, on the Post-Processing tab, select Document Conversion Processor in the Batch Processor field and select a document conversion job in the Batch Processor Job field.

In the document conversion job, specify how documents are merged after document conversion in the Document Merge Options train stop. See Specifying How Documents are Merged and Metadata is Assigned.

A.7 How do I configure Enterprise Capture to commit the same document to WebCenter Content and the file system at the same time?

Create two commit profiles in the corresponding workspace. Configure the first commit profile’s commit driver to use WebCenter Content and the second commit profile’s commit driver to use a text file. Ensure that both commit profiles will process the preferred documents by ensuring the Restrict Commit to Document Profiles setting is the same. See Restricting a Commit Profile Based on Document Profile.

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?

To commit documents within the same batch to different locations, you must assign the documents to different document profiles. Then, restrict commit profiles to only process documents assigned to specific document profiles. See Restricting a Commit Profile Based on Document Profile.

A.9 How do I create a full-text search document from image based documents?

Configure the Document Output Format setting of the commit profile to PDF Searchable. Then, configure the settings on the Document Output Settings train stop. See Adding, Copying, or Editing a Commit Profile and Configuring PDF Searchable Document Output.

A.10 How do I monitor the overall use and performance of Enterprise Capture?

Oracle Enterprise Manager allows you to monitor the performance of the Enterprise Capture system. It provides a set of key performance metrics that you can use to monitor the state of different Capture components, monitor process requests, audit the system performance, and view system messages. To view the performance metrics:

  1. Log in to Oracle Enterprise Manager.

  2. Click the Capture server in the top left pane to display the Capture menu options.

  3. Select Monitoring, and then Performance Summary from the Capture menu. By default, the Performance Summary page displays the performance metrics for the past 15 minutes.

  4. Optionally, click the Slider in the top right side of the page to view the time slider.

    Use the time slider to select the time period for which to display the metrics.

  5. Optionally, click the Enter Time icon next to Slider in the top right side of the page to display the Enter Time dialog box. Enter the start and end time for which to display the metrics, and then click OK.

  6. Click Show Metric Palette in the right pane to display the Metric Palette.

  7. In the Metric Palette, select the metrics that you want to display in the Performance Summary page. To view metrics in a table format, select Table View.

See Understanding Capture Performance Metrics in Administering Oracle WebCenter Enterprise Capture.