abbyy flexicapture advanced integration at #abbyysummit16

ABBYY TechnologySummit2016

ABBYY NAHQ, 2016

Pierre Van Der Westhuizen

Glenn Rosenthal

© ABBYY Confidential

Advanced Integration Techniques - Agenda

• Overview

• Capture

• Process

• Export

• Demo

© ABBYY Confidential 2

Advanced Integration Techniques - Overview


Capture Process Export

Advanced Integration Techniques - Capture

• Batch Scripts in Scanning Station

• Web Services API

• Hot Folders


Batch Scripts in the Scanning Station

• Functionality at the scanner, prior to submitting a batch– Reordering pages

– Page manipulation or cleanup

– Automated entry for batch or document registration parameters

– Custom export


Select Tools, then Batch Types Select the Batch Type to EditGo to the Scripts Tab and click on Add

Batch Script Creation

• Created on the Scanning Station– Defined with the Batch Type


Types of Batch Scripts

• Event Handler Scripts

– E.g. Station Starting/Closing, Scan Completing, Sending Batch, etc.

• Tool Bar Scripts


Batch Scripts


Toolbar Script for Data LookupEvent Handler Script to Prevent Sending without Set Parameters

Batch Scripts- Set Tracking ID


Batch Scripts - On Batch Sending (Verify Data)


Web Service API

• Allows for external applications to utilize Web Service or Application Server– Create batches and documents

– Start document processing

– Get batch processing status

– Retrieve processed data

• Results are returned in XML file format


Hot Folders

• At its simplest definition, instructs ABBYY software to import files dropped into the configured directory

• With the addition of Batch Descriptor XML files, the user can specify the parameters of the batch (registration parameters).


Advanced Integration Techniques - Process

• Event Handlers

• Custom Workflow Script Events

• Verification


Select Project, then Project PropertiesClick on the Event Handlers tab, select the Event and click on Edit Script

Event Handlers - Overview

• Scripts that are triggered on pre-defined events on batches, documents, or pages– E.g., After Batch Created, Before Matching, After Document State Changed

• Separate event handlers on the Project on Batch Type level.


Event Handlers – After Batch Created


Event Handlers – Before Matching


Event Handlers – After Document State Changed


Script to Add a Group

Script to Remove a Table Record

Custom Workflow Script Events

• An unattended step in the FlexiCapture workflow

• Processing on the Batch or Document level


From the Workflow tab in the Project Properties, click on the Workflow button.

Select “Automatic” to create a Script Event.

Create the new script. The script can run for either Batch of Document processing.

Custom Workflow Script Event – Initialize Documents


Verification

• Stage Tools

• Rule Scripts

• Data Sets

• Custom Action Buttons


Stage Tools

• Allows the customization of a stage’s interface.


From the Stage Tools tab in the Project Properties, select the Processing Stageand Click on Edit.

Click on Add Event. Select the event and created the script.

Stage Tool Script – On Open Document


Select the Rules tab, and click on New Rule…Select “Script” and click on OKConfigure the ScriptAdd the Fields to be used, and click on Edit

Rule Scripts

• Performed during verification, rules are performed on fields automatically

• Can be set as warnings, alerting the verifier to potential issues that may be ignored, or as errors, requiring the verifier to fix before verification can be completed

• Can also be used to reformat data, set field values, or flag other fields for manual verification


Rule Scripts – Date Formatting Verification


Rule Scripts – Vendor Lookup


Rule Scripts – Set Ship Via Values


Data Sets

• A local copy of a table from an external database


Click on Data Set tab, and then AddSet the Data Source, and Add FieldsSet Column Mapping and Configuration

Once Data is Updated, it can be Viewed

Data Sets

• Can then use Data Set to create Database Check Rule


From Field Properties, create a New Rule of Type ‘Database Check’Define the Data SetSet the Search Fields Database Check Rule in Action

Custom Action Buttons

• Add a Custom Button to Verification Form to perform the Database Lookup.


By clicking on the “Find…” button, the Lookup window will appear

Export


Exporting the Document

Exporting the Document Data

Exporting the Document Table Data

Demonstration:Debugging using Visual Studio


Questions


Thank You Very Much!
