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    Intelligent Document Capture with Ephesoft - Second Edition
    Intelligent Document Capture with Ephesoft - Second Edition
    Intelligent Document Capture with Ephesoft - Second Edition
    Ebook288 pages1 hour

    Intelligent Document Capture with Ephesoft - Second Edition

    By Pat Myers, Ike Kavas, Michael Müller and Jon Solove

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    About this ebook

    Automate the processing of scanned and digital documents by improving accuracy using web-based open and modern intelligent document capture software

    About This Book
    • Learn how to implement the benefits of intelligent document capture using Ephesoft Enterprise 4
    • Leverage the power of the open platform to run it as a classic intake capture system to make your current portals or applications more intelligent
    • A practical guide providing examples for optimizing document capture for your business
    Who This Book Is For

    This book is intended for information technology professionals interested in installing and configuring Ephesoft Enterprise for their organization, but it is a valuable resource for anyone interested in learning about intelligent document capture.

    What You Will Learn
    • Discover the benefits of using intelligent document capture in your work place
    • Learn to capture, classify, and separate any type of document
    • Extract important information from your documents
    • Transfer the documents and data into your content management system
    • Customize Ephesoft to meet your unique business requirements
    • Understand the integration techniques using the Ephesoft web services API
    • Convert your paper archive to electronic records efficiently
    • Automate business processes that depend on documents in paper, fax, or email attachment format
    • Implement distributed capture for mailroom automation
    In Detail

    Every organization, public or private, processes documents in various formats, especially paper and fax formats. Processing documents manually is an expensive and time-consuming endeavor. Ephesoft Enterprise is a modern document capture solution that allows an organization to automate the business process. It uses powerful technology to classify and capture the vital information from the document's content. This helps to minimize the time your company spends on reviewing and processing any physical and electronic documents.

    This book teaches you about document capture in general and implementation of document capture using Ephesoft.

    Start by learning about document capture and how Ephesoft revolutionized the industry. Progress to a tour of key features, including operator and administrator interfaces and then learn to configure Ephesoft to process your business's specific document types and extract content from those documents. You will also get to know the advanced customization techniques that make Ephesoft accommodate your unique business needs. Finally, the book concludes by teaching you how to embed the classification and extraction functionality using Ephesoft's web services.

    By the end, you will learn to optimize the processing of your documents, saving your company time and money.

    Style and approach

    This is a step-by-step guide on how to configure and use Ephesoft using an accounts payable use case. The book will start with basic techniques and progress to more advanced features that allow you to leverage the power for a modern powerful capture system.

    LanguageEnglish
    PublisherPackt Publishing
    Release dateAug 24, 2015
    ISBN9781785284939
    Intelligent Document Capture with Ephesoft - Second Edition
    Author

    Pat Myers

    Pat Myers is the executive vice president and a cofounder of Zia Consulting, a content-centric solutions firm. Zia is a platinum Ephesoft and Alfresco partner that provides solutions from paper to mobile. Zia was the Ephesoft Partner of the Year in 2012, 2013, and 2014. Pat has over 14 years of Enterprise Content Management (ECM) experience and 18 years of experience in professional services and application development. Pat and Ike Kavas developed the first official Ephesoft training, and Pat is the coauthor of Intelligent Document Capture with Ephesoft, First Edition.

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      Book preview

      Intelligent Document Capture with Ephesoft - Second Edition - Pat Myers

      Table of Contents

      Intelligent Document Capture with Ephesoft Second Edition

      Credits

      Foreword

      About the Authors

      About the Reviewers

      www.PacktPub.com

      Support files, eBooks, discount offers, and more

      Why subscribe?

      Free access for Packt account holders

      Instant updates on new Packt books

      Preface

      What this book covers

      What you need for this book

      Who this book is for

      Conventions

      Reader feedback

      Customer support

      Downloading the example code

      Downloading the color images of this book

      Errata

      Piracy

      Questions

      1. A Quick Tour of Ephesoft

      The user interface

      Administrative features

      Batch class management

      Batch instance management

      Folder management

      System configuration

      Reports

      The operator user interface

      Batch list

      Review validate

      Web scanner

      Upload batch

      File system

      Summary

      2. Creating a Batch Class

      Creating a batch class in Ephesoft

      Creating a document type

      Training for classification and separation

      Creating fields

      Key/value extraction

      Validation rules

      Export

      Copy Batch XML

      Processing a batch

      File upload

      Starting a batch from other sources

      Review and validation

      Document review

      Document validation

      Summary

      3. Core Ephesoft Features

      Classification

      Classification types

      Search

      Image

      Barcodes

      Automatic

      One document classification

      Confidence

      Search classification

      Barcode classification

      Image classification

      Automatic classification

      Multiple layouts for a single document type

      Fuzzy DB

      Using Web Scanner

      Uploading batches

      Export

      CMIS export

      Establish a content model in your CMIS

      Configure the CMIS Export plugin

      Document type and property mapping

      Global CMIS configuration

      Database Export

      Other export plugins

      Configuration management of batch classes

      Summary

      4. Ephesoft's Advanced Features

      Configuring other classification methods

      Barcode classification

      Image classification

      Fixed form extraction

      Creating a RecoStar project

      Configuring the RecoStar project

      Configuring Ephesoft to use the RecoStar project

      Table extraction

      Scripting

      The workflow scripts

      Triggering scripts when a field is edited

      Triggering scripts from a function key

      The application script

      The custom workflow

      Customizing batch class workflows

      Writing a custom plugin

      Adding a plugin to Ephesoft

      The Web Services API

      Enabling the Web Services API

      The available web services

      Invoice processing portal example

      Creating the upload view

      Creating the controller and calling the web services

      Using the app

      Summary

      5. Tips

      Troubleshooting

      Logging

      Monitoring batch progress

      Examining the batch file

      Restarting the batch

      No blank forms available for training

      Setting up Active Directory

      An Overview of LDAP

      Ephesoft directory server service account

      Ephesoft directory server groups

      Ephesoft Active Directory configuration files

      server.xml

      user-connectivity.xml

      application.properties

      web.xml

      Active Directory troubleshooting

      Setting up e-mail processing

      Summary

      A. References

      Glossary

      Common regular expressions

      Commonly-modified Ephesoft settings

      dcma-workflow.properties

      dcma-batch.properties

      dcma-cmis.properties

      Index

      Intelligent Document Capture with Ephesoft Second Edition

      Intelligent Document Capture with Ephesoft Second Edition

      Copyright © 2015 Packt Publishing

      All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

      Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

      Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

      First published: September 2012

      Second edition: August 2015

      Production reference: 1200815

      Published by Packt Publishing Ltd.

      Livery Place

      35 Livery Street

      Birmingham B3 2PB, UK.

      ISBN 978-1-78355-858-2

      www.packtpub.com

      Credits

      Authors

      Pat Myers

      Ike Kavas

      Michael Muller

      Jon Solove

      Reviewers

      Benjamin Baka

      David Brennan

      Angelo La Duca

      Anita L. Feeley

      Megan Hoffman

      Acquisition Editor

      Vivek Anantharaman

      Content Development Editor

      Shali Deeraj

      Technical Editor

      Vivek Arora

      Copy Editors

      Tani Kothari

      Laxmi Subramanian

      Project Coordinator

      Kinjal Bari

      Proofreader

      Safis Editing

      Indexer

      Rekha Nair

      Graphics

      Sheetal Aute

      Production Coordinator

      Aparna Bhagat

      Cover Work

      Aparna Bhagat

      Foreword

      The world of business has the word Digital on its lips like never before. Sure, there have been digital assistants, digital shopping, and digital marketing before, but now, digital is about something more profound. Digital is about businesses transcending an old way of doing business that has been stuck in paper, manual processes, and physical artifacts. Digital is about redesigning your business and the way you work to gain competitive advantages, greater efficiencies, and new sources of revenue.

      The four forces of modern technology—the cloud, mobile, social, and big data—have changed the expectations of customers and employees. They cannot expect to do business the same old way. Those who embrace these new forces can totally disrupt entire industries, such as music, media, transportation, and even hotels. Those who do not adapt to these forces go the way of the dodo faster than they can possibly imagine. However, just because you have an established company in the established industry, it doesn't mean that you cannot reinvent yourself if you embrace these forces.

      To create a digital business, you must digitize your business processes and information and take full advantage of the speed this information can provide. You can be giving that information to your customers on demand through their mobile devices when they want it. You can be cutting out inefficient paper handling and manual handling to save time and money. You can be freeing up resources such as people, real estate, and manufacturing capacity to create new products and services and add real value for your customers.

      Capture is an important step toward moving from a physical world of information handling and manual processes toward a digital world of straight-through processes and customer delight. It can transform expensive urban warehouses full of cabinets of paper into productive, vibrant places of creative energy and collaboration. However, capture is not just scanning a bunch of paper and turning it into the digital equivalent of filing cabinets. Intelligent capture is about extracting information from that paper, discerning meanings, and initiating digital processes to succeed the manual handling it replaces.

      Alfresco has worked with Ephesoft for several years to successfully digitize processes in many industries and many companies, big and small. Through open source collaboration and open standards interoperability, Alfresco and Ephesoft have worked hand-in-hand to transform how companies handle contracts, mortgages, insurance claims, accounts payable, and accounts receivable.

      The solution provided by Ephesoft with Intelligent Capture, Mobile Capture, Automatic Classification, and the Alfresco with Enterprise Content Management system and its Activiti Business Process Engine simplifies the conversion of these processes into digital business processes. Our joint use of open source also means that these solutions are affordable and that our systems evolve at the speed of community innovation. Proprietary solutions have not done justice to what can be accomplished by truly smart software that embraces the digital world and moves information efficiently and effectively to the delight of your customers and employees.

      By picking up this book, I hope that you can realize the benefits of transforming your business process for a new digital era. You can go beyond yesterday's capture solutions of proprietary vendors to a rapid evolution toward a digital future with open source solutions, embracing today's technology forces.

      John Newton

      Founder and CTO, Alfresco Software

      About the Authors

      Pat Myers is the executive vice president and a cofounder of Zia Consulting, a content-centric solutions firm. Zia is a platinum Ephesoft and Alfresco partner that provides solutions from paper to mobile. Zia was the Ephesoft Partner of the Year in 2012, 2013, and 2014. Pat has over 14 years of Enterprise Content Management (ECM) experience and 18 years of experience in professional services and application development. Pat and Ike Kavas developed the first official Ephesoft training, and Pat is the coauthor of Intelligent Document Capture with Ephesoft, First Edition.

      I would like to thank my family, Margaret, Zoe, and Presley, for making my life complete. I would also like to thank them for all their understanding when I am typing away on my laptop. I would also like to thank God for giving me such a wonderful life and surrounding me with terrific people. I would finally like to thank my Zia family for making every day a joy to go to work. Special thanks to Zians Mike Muller, Jon Solove, Nathan McNeel, Anita Feeley, and Megan Hoffman for making this possible.

      Ike Kavas has more than 15 years of solid experience in document imaging, document management, workflow, and systems. He is the founder and the chief technology officer at Ephesoft, Inc., responsible for product design and road maps. He has a keen technical background, which he has developed by implementing several multimillion-dollar projects for Fortune 100 companies and has outstanding sales and business experience, which he has demonstrated by achieving and exceeding revenue-based goals.

      Kavas is a serial entrepreneur. Before founding Ephesoft, Inc., he managed professional services at Kofax, Inc. and cofounded other technology companies in southern California. He holds a bachelor's of science degree in electronics and electrical engineering as well as a CDIA+ certification.

      Michael Muller is the director

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