Configure Conversion Jobs to TIFF

By creating conversion jobs to TIFF, you can convert non-image files to black and white, grayscale, or color files.

1. In the procedures pane on the left, select your procedure.

   The configuration pages for the selected procedure are displayed on the right.

2. Open the Processing tab.

3. In the Conversion Jobs to TIFF table, click , or to edit an existing job, click .

   You can also copy a conversion job by selecting it, clicking , and entering a new name when prompted. Copying a job allows you to quickly duplicate and modify it.

4. On the Document Selection page:

   1. In the Job Details section, enter a name and description for the job name.

   2. In the Documents Conversion section:

      • Select the Convert Documents check box. You can create a job that does not convert documents and only performs a merge by deselecting this check box if it's selected.

      • In Documents to Convert, select whether to process all non-image documents or only ones matching a specified file name filter. You can enter an asterisk (*) as a wildcard character and separate multiple filters with a comma or semi-colon.

      • To process documents for specific document profiles, select one or more document profiles listed in the Restrict to Document Profiles field, or select All to process documents for all defined document profiles.

   3. In the Attachment Conversion section:

      • Select the Convert Attachments check box. You can create a job that does not convert attachments and only performs a merge by deselecting this check box if it's selected.

      • In the Attachments to Convert field, select whether to process all non-image document attachments or only ones matching a specified file name filter. You can enter an asterisk (*) as a wildcard character and separate multiple filters with a comma or semi-colon.

      • To process attachments for specific attachment types, select one or more attachment types listed in the Restrict to Attachment Types field, or select All to process attachments for all defined attachment types.

   Note:

   If this Convert Documents and Convert Attachments check boxes are not selected, the Output Format, PDF Conversion Engine, and Output Destination pages are disabled.

5. On the Output Format page, in the Output Image Format drop-down list, select a format in which you want to convert non-image documents. The options are: Black and White (default), Grayscale, and Color. If you select Color, specify an image quality in the Image Quality field and resolution in the DPI field.

   Under Image Settings, in the Blank Page Byte Threshold field, enter a file size value (in bytes). Any image whose size is less than or equal to the threshold is considered a blank page and therefore deleted. Also specify a value in the Maximum Paper Size Allowed During Conversion field.

6. Choose a conversion engine on the PDF Conversion Engine page. See Configure PDF Conversion Engine.

7. On the Output Destination page, in the Document Destination section (this section is enabled if you selected the Convert Documents check box in the Document Conversion section):

   1. In the Conversion Output Destination drop-down list, select a suitable option:
      • Document: Replaces the original document with the conversion results. You can also change the document profile if desired in the New Document Profile drop-down list.
      • Document, Preserve Copy: Replaces the original document with the results, but allows for a copy of the original to be preserved as an attachment in the Content Capture Client. You can also choose a document profile if you select this option. However, you must select an attachment type from the Preserve Attachment Type drop-down list.
      • Attachment: Stores the results of the conversion as an attachment. You must select an attachment type from the New Attachment Type drop-down list. This drop-down list provides those attachment types that you configured in your document profile. If your document profile doesn't include any attachment types, then those that you created on the Classifications tab in the Attachment Types section are available for you to choose from.
   2. In the New Document Profile drop-down list, select the required profile. You have the option of changing the original document's present document profile if its being overwritten.
   3. The Preserve Attachment Type drop-down list is enabled only if you selected the Document, Preserve Copy option in the Conversion Output Destination field. If applicable, select the relevant type. You can select None if you want to opt out of using a specific attachment type from the Classification tab.
   4. The New Attachment Type drop-down list is enabled only if you selected the Attachment option in the Conversion Output Destination field. This drop-down list provides those attachment types that you configured in your document profile. If your document profile doesn't include any attachment types, then those that you created on the Classifications tab in the Attachment Types section are available for you to choose from. You can select None if no attachment types should be considered or if none are available. If applicable, select the relevant type.

8. On the Output Destination page, in the Attachment Destination section (this section is enabled if you selected the Convert Attachments check box in the Attachment Conversion section):

   1. In the Conversion Output Destination drop-down list, select a suitable option:
      • Attachment: Replaces the original attachment with the conversion results. You can also change the attachment type, if desired, in the New Attachment Type drop-down list.
      • Attachment, Preserve Copy: Replaces the original attachment with the results, but allows for a copy of the original to be preserved in the Content Capture Client. You can also choose a new attachment type if you select this option. However, you must select an attachment type from the Preserve Attachment Type drop-down list.
   2. In the New Attachment Type drop-down list, select the relevant type. This drop-down list provides those attachment types that you configured in your document profile. If your document profile doesn't include any attachment types, then those that you created on the Classifications tab in the Attachment Types section are available for you to choose from. You can select None if no attachment types should be considered or if none are available. You have the option of changing the original attachment's present document profile if its being overwritten.
   3. The Preserve Attachment Type drop-down list is enabled only if you selected the Attachment, Preserve Copy option in the Conversion Output Destination field. If applicable, select the relevant type. You can select None if you want to opt out of using a specific attachment type from the Classification tab.

9. Complete settings on the Document Merge Options page.

   See Specify How Documents are Merged and Metadata is Assigned.

10. On the Post-Processing page, specify what happens after conversion processing completes, depending on its success.

    See Configure Post-Processing and Monitoring of a Conversion Job to TIFF.

11. Review settings on the Summary page and click Submit to save the job.

12. Configure how batches flow to convert documents to TIFF. See Configure Batch Flow to a Conversion Job to TIFF.

13. Test the conversion job to TIFF you created.

Configure Blank Page Detection in a TIFF Conversion Job

You configure Content Capture to automatically detect and delete blank pages from non-images documents at the time when these documents are converted to images. To enable Content Capture to accomplish this, you need to specify a threshold file size for an image to be considered a blank page.

To configure blank page detection:

1. When you add or edit a TIFF conversion job, select the Output Format page.
2. Under Image Settings, in the Blank Page Byte Threshold field, enter a file size value (in bytes) to detect a blank page. If you specify 0, then blank pages are included, not deleted.
3. Click Submit to save the conversion job.

Specify How Documents are Merged and Metadata is Assigned

The TIFF conversion processor lets you specify how documents should merge in a batch during conversion processing and how metadata values are assigned when documents are merged. The merge and metadata assignment options accommodate common document conversion scenarios.

For example, the import processor might import email messages with PDF attachments, then send them for conversion. Because the email message is common to each attached PDF document and might be important for processing or indexing each one, you would select one of the document merge options that merges a source document (email message, in this case) with all other target documents (PDF).

To specify how documents are merged and metadata is assigned:

1. Add or edit a conversion job to TIFF and select the Document Merge Options page. Use this tab to specify:

   • If and how documents should be merged in a batch.

   • If a single document is merged with all other documents, where this document should be stored.

   • Which document's metadata values should be assigned to the newly combined document.

   • If the source document’s attachments should be included during merge. If yes, how.

2. Select a batch merge option:

   • Do not merge documents: Select this option (default) if batches are already organized into documents, or when you want to convert without merging documents. When you select this option, all other fields on the tab are disabled.

   • Merge all documents: Select this option to merge all documents in the batch into a single document. The first document in the batch is considered the target document and all other documents are considered source documents and appended to it.

   • Merge first document with all other documents: Select this option to merge the first document in the batch with all other documents. The first document is considered the source document and is added to the start or end of the target document based on your Source Document Page Placement setting.

   • Merge last document with all other documents: Select this option to merge the last document in the batch with all other documents. The last document is considered the source document and is added to the start or end of the target documents based on your Source Document Page Placement setting.

3. In the previous step, if you choose Merge first document with all other documents or Merge last document with all other documents, then the Source Document Page Placement field is enabled. Specify whether to add the source document to the start or end of the target document.
4. Select When Non-image files exist in the batch. You can choose:
   • Skip the merge: Select this option to skip the merge when a non-image document exists in the batch.
   • Merge only image files: Select this option when converted documents are to be merged into a single document while unconverted documents remain in place.
5. Specify how metadata values should be applied to merged documents. You can choose:

   • Apply source document's metadata values: Select this option to apply the source document's metadata values to the target document. If each source document has metadata values, the last one processed provides the target metadata values.

   • Allow target document's metadata values to be overwritten: Select this option so the source document's metadata values can override the target document's metadata values.

   You can select all these fields simultaneously. They are deselected by default; the default behavior when merging first or last documents is to apply the target document's metadata values. The default behavior when merging all documents is to apply the first document's (target's) metadata values.
6. In the Source Attachments field, specify if the source document’s attachments should be included. Whether all or those attachments that match document profile attachment types should be included.

   If you select Merge all documents in the Batch Merge Option field, then all documents including the first document in the batch are considered to be source documents.

Configure PDF Conversion Engine

The PDF Conversion Engine page lets you choose between Oracle Outside In and Artifex Ghostscript to convert documents.

To choose a PDF conversion engine:

1. Add or edit a conversion job to TIFF and select the PDF Conversion Engine page.
2. In the PDF Conversion Engine section, the default selection is Standard: Oracle Outside In. Alternatively, you can choose Alternative: Artifex Ghostscript.

   Note:

   The Artifex Ghostscript conversion engine converts PDF and PS documents into TIFF. However, the documents whose format is text, Microsoft Power Point, Microsoft Word, or any other, are processed through the Oracle Outside In engine.

3. Enter one or more file name filters in the File Name Filter(s) field to restrict processing to certain file names. By default, this field is set to *.* (all files are processed).

Configure Post-Processing and Monitoring of a Conversion Job to TIFF

Use post-processing options of a conversion job to TIFF to specify what happens after processing completes, depending on processing success.

To configure post-processing and monitoring of a conversion job:

1. In the procedures pane on the left, select your procedure.
   The configuration pages for the selected procedure are displayed on the right.
2. Open the Processor tab.
3. In the Conversion Jobs To TIFF table, add or edit a conversion job to TIFF.
4. Click the Post-Processing page to display the processing options for successful processing (no system errors) and unsuccessful processing (one or more system errors). The next steps apply to both sections: When there is no system error and When there are system errors.
5. In the Batch Processor and Batch Processor Job fields, specify which processing step, if any, occurs after document conversion processing completes. Only those batch processor jobs that you have defined for your procedure are available for selection. For example, if you didn't define a recognition processor job, then the recognition processor option will not be available in the Batch Processor field. If you choose recognition processor or conversions to TIFF/PDF in the Batch Processor field, then specify the corresponding processor job.

   For example, you might send batches with no system errors to the commit processor. You might specify None for batches with system errors, then change their batch status or prefix to facilitate further processing in the client.

6. In the email address field, optionally enter an address to which success or failure notifications should be sent after processing completes. While configuring and testing a conversion processor job, you might set yourself to receive email notifications upon system errors, then later automatically alert an administrator of processing errors.
7. In the remaining fields, specify how to change processed batches.

   • Rename batches by adding a prefix. For example, rename batches that were unsuccessful with the prefix ERR for follow-up.

   • Change batch status or priority. For example, you might change the status of batches with system errors, then create a client profile with batch filtering set to this status to allow qualified users to manually edit and complete batches that encountered errors.

8. Click Submit to save the job.

Configure Batch Flow to a Conversion Job to TIFF

To run a conversion job to TIFF, you must configure batches to flow to the job for processing. You do this by setting the conversion processor job as a post-processing step in a client profile, an import processor job, or a processing job discussed under processing settings. (See the post-processing information for the job or client profile from which you want to configure a batch flow, under Configure Processing Settings or Configure Capture Settings.). For example, you might create an import processor job that imports email messages and their PDF attachments and then sends them to the conversion processor for converting them to images. These images are then sent to a recognition processor job for bar code recognition.

Deactivate or Delete a Conversion Job to TIFF

When you delete a conversion job to TIFF, it no longer remains available for batches for which it is set as a post-processing step. If a job specified for post-processing is not available, an error results for the batch. You may want to change a job to offline for a time before deleting it, allowing you to resolve unexpected issues with its deletion. Online conversion jobs to TIFF run when they are selected in a client profile or on the processor job's Post-Processing page. You can temporarily stop a job (take it offline) or change a deactivated job to run again. You cannot delete batch processing jobs if they are configured as a post processing job in another batch processor.

To deactivate or delete a conversion job:

1. In the procedures pane on the left, select your procedure.
   The configuration pages for the selected procedure are displayed on the right.
2. Open the Processing tab.
3. To deactivate a job, select it in the Conversion Jobs to TIFF table and click .

   You can also deactivate or activate a conversion job by selecting or deselecting the Online field on the Document Selection page.

4. Select the deactivated job in the Conversion Jobs to TIFF table and click .
5. When prompted, click Yes to confirm that you want to delete this conversion job.