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Administrator Guide

RJS Imaging Scan Workstation

© 2012 RJS Software Systems

Document Version 2.2.3.1

RJS Software Systems 2970 Judicial Road, Suite 100

Burnsville, MN 55337

Phone: 952-736-5800 Fax: 952-736-5801

Sales email: [email protected]

Support email: [email protected] Website: http://www.rjssoftware.com

© 2012 RJS Software Systems

This guide is protected under copyright law, furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by RJS Software Systems. RJS Software Systems assumes no responsibility or liability for any errors or inaccuracies that may appear in the informational content contained in this guide.

This guide is licensed for use under the terms of the Creative Commons Attribution Non-Commercial 3.0 License. This license allows users to copy, distribute, and transmit the guide for noncommercial purposes only so long as (1) proper attribution to RJS Software is given as the owner of the guide; and (2) any reuse or distribution of the guide contains a notice that use of the guide is governed by these terms. The best way to provide notice is to include the following link. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc/3.0/us/.

Products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks.

Printed: September 2012

http://creativecommons.org/licenses/by-nc/3.0/us/

v

Table of Contents Preface .......................................................................................................................................................... 1

What Is in This Guide ................................................................................................................................ 1

About RJS Software Systems ................................................................................................................... 1

What Is Not in This Guide.......................................................................................................................... 2

Document Conventions and Symbols ....................................................................................................... 2

Contacting RJS Software Systems ........................................................................................................... 3

Introducing RJS Imaging Scan Workstation ................................................................................................. 5

About RJS Imaging Scan Workstation ...................................................................................................... 5

Installing and Licensing RJS Imaging Scan Workstation .......................................................................... 5

Opening RJS Imaging Scan Workstation .................................................................................................. 6

Touring RJS Imaging Scan Workstation ................................................................................................... 6

Configuring RJS Imaging Scan Workstation ................................................................................................. 9

Creating the Master INI File ...................................................................................................................... 9

Setting Up the Input ................................................................................................................................. 10

Configuring the OCR Settings ................................................................................................................. 12

Setting Up the Output .............................................................................................................................. 14

For WebDocs - iSeries Edition ............................................................................................................. 15

For WebDocs - Windows Edition ......................................................................................................... 16

For Enterprise Workflow ...................................................................................................................... 18

Setting Default Values ............................................................................................................................. 20

Setting Default Values with a Windows Desktop Shortcut .................................................................. 20

Setting Default Values in the Drop-Down Lists .................................................................................... 26

Setting Default Values Dynamically with Integrator Software.............................................................. 27

Configuring Scripting ............................................................................................................................... 28

Configuring Other Settings ...................................................................................................................... 29

Creating an OCR Mask ............................................................................................................................... 39

Opening the RJS OCR Zone Designer ................................................................................................... 39

Creating a Zone to Read Text ................................................................................................................. 40

Creating a Zone to Read a Barcode ........................................................................................................ 41

Saving a Mask ......................................................................................................................................... 43

Testing a Mask ........................................................................................................................................ 44

Scripting ...................................................................................................................................................... 47

Opening the RJS Script Editor ................................................................................................................ 47

About Sax Basic Language ..................................................................................................................... 48

Accessing the Scripting Functions .......................................................................................................... 48

Creating Custom Dialog Boxes ............................................................................................................... 49

Bringing Windows Functions into Scripts ................................................................................................ 50

Reference of Scripting Functions ............................................................................................................ 50

RJS Imaging Scan Workstation Administrator Guide

vi

main ..................................................................................................................................................... 51

AfterZoneAnalyze ................................................................................................................................ 51

RJSADODatabaseLookup ................................................................................................................... 53

RJSADODBMultipleRecordLookup ..................................................................................................... 57

RJSADODBSingleRecordLookup ........................................................................................................ 58

RJSExtractWordfromSubstring ............................................................................................................ 59

RJSGet5250FieldFromCursor ............................................................................................................. 59

RJSGet5250ScreenField ..................................................................................................................... 59

RJSPostProcessExitProgram .............................................................................................................. 59

RJSPreProcessExitProgram ................................................................................................................ 61

RunAfterOCR ....................................................................................................................................... 62

RunIndexFieldClick .............................................................................................................................. 64

RunIndexFieldLookup .......................................................................................................................... 65

RunNewDocument ............................................................................................................................... 67

ShellExecute [Declare] ......................................................................................................................... 69

Maintaining RJS Imaging Scan Workstation ............................................................................................... 71

Moving RJS Imaging Scan Workstation to a New PC ............................................................................. 71

Upgrading RJS Imaging Scan Workstation ............................................................................................. 72

Troubleshooting .......................................................................................................................................... 75

Troubleshooting Scripting ........................................................................................................................ 75

Troubleshooting the .NET API ................................................................................................................. 75

Troubleshooting the WebDocs - Windows Web Service ......................................................................... 75

Troubleshooting OCR Issues .................................................................................................................. 76

Index ............................................................................................................................................................ 79

1

Preface

Welcome to the RJS Imaging Scan Workstation Administrator Guide. This guide is document version 2.2.3.1. For more information on document version, see Document Conventions and Symbols below.

What Is in This Guide

About RJS Software Systems

What Is Not in This Guide

Document Conventions and Symbols

Contacting RJS Software Systems

What Is in This Guide

This administrator guide provides detailed information on how to install, configure, and administer and check in documents with RJS Imaging Scan Workstation.

Here is what this guide includes:

Section 1 Preface describes this administrator guide, how to find the information you need, and how to contact RJS Software Systems.

Section 2 Introducing RJS Imaging Scan Workstation describes RJS Imaging Scan Workstation, shows you where to find installation and licensing instructions, and introduces its interface.

Section 3 Configuring RJS Imaging Scan Workstation shows you how to modify RJS Imaging Scan Workstation's configuration settings.

Section 4 Creating an OCR Mask shows you how to create OCR masks to extract text or barcode information from a document.

Section 5 Scripting shows you how to add custom VB scripts to RJS Imaging Scan Workstation and provides a reference for using RJS Imaging Scan Workstation's scripting functions.

Section 6 Maintaining RJS Imaging Scan Workstation shows you how to move and upgrade RJS Imaging Scan Workstation.

Section 7 Troubleshooting offers solutions to the most common problems encountered when configuring and maintaining RJS Imaging Scan Workstation.

About RJS Software Systems

RJS Software Systems helps companies go paperless by automating business processes and digitally managing the entire lifecycle of their business information. We provide solutions that help you capture, manage, distribute, and route documents digitally, and we provide you with the tools you need to keep that information safe and secure. Learn more about RJS Software Systems at http://www.rjssoftware.com.

http://www.rjssoftware.com/


2

What Is Not in This Guide

This administrator guide does not describe the following:

Configuration and use of individual document-input equipment (for example: a scanner). See the manufacturer instructions for help.

How to use RJS Imaging Scan Workstation.

For information on how to use RJS Imaging Scan Workstation, see the RJS Imaging Scan Workstation User Guide: http://support.rjssoftware.com/product/imaging-scan-workstation#documentation.

Use, administration, or document retrieval of either WebDocs - iSeries Edition or WebDocs - Windows Edition.

For more information on WebDocs - iSeries Edition, see http://support.rjssoftware.com/product/webdocs-iseries.

For more information on WebDocs - Windows Edition, see http://support.rjssoftware.com/product/webdocs-windows.

Use, administration, or document retrieval of Enterprise Workflow.

For more information on Enterprise Workflow, see http://support.rjssoftware.com/product/enterprise-workflow.

Document Conventions and Symbols

This administrator guide conforms to the following conventions:

In step-by-step procedures, the following are in bold type: buttons, icons, tabs, words that you click, and keys that you press. For example: On the Document tab, click Delete Page.

In step-by-step procedures, a selection in a drop-down list that you should choose is in bold type, but when you have more than one equally valid choice in a drop-down list, those selections are in italic type.

In step-by-step procedures, words, letters, numerals, or symbols that you type into a text box or field are in both bold and italic type. For example: Type GO RJSIMAGE on a command line.

The document version, shown on the first page of this guide, denotes both the RJS Imaging Scan Workstation software version this guide represents and the document draft for the release. Document version is in the format of X.Y.ZZ.N, where X.Y.ZZ represents the RJS Imaging Scan Workstation software version and N represents the document draft number. For example: If the document version is 2.0.1.1, then the information in this guide is current as of RJS Imaging Scan Workstation version 2.0.1, and this guide is the first release of the guide for that version.

http://support.rjssoftware.com/product/imaging-scan-workstation#documentation

http://support.rjssoftware.com/product/imaging-scan-workstation#documentation

http://support.rjssoftware.com/product/webdocs-iseries

http://support.rjssoftware.com/product/webdocs-windows

http://support.rjssoftware.com/product/enterprise-workflow

Preface

3

Typically with RJS Imaging Scan Workstation, as with most software applications, there are several ways to accomplish the same thing. This guide shows one simple way to perform an action, usually by clicking.

RJS Software Systems is referred to as RJS Software in every section of this guide except the introduction and index.

The folder paths in this guide assume that the name of the Program Files folder is Program Files (x86). Depending on whether you are running a 32-bit or 64-bit operating system, your Program Files folder may not include (x86).

Contacting RJS Software Systems

Please do the following before contacting RJS Software Systems for technical support:

Gather and organize as much information as possible about the problem.

If you have not already done so, check this guide's table of contents, index, and troubleshooting section for information that addresses your concern.

Contact Information

Telephone (available business days from 8:00 a.m. to 5:00 p.m. Central Time)

Email Website

Sales/Technical Support: 888-757-7638

General: 952-736-5800

Fax: 952-736-5801

Technical Support: [email protected]

Company: http://www.rjssoftware.com

Technical Support: http://support.rjssoftware.com

mailto:[email protected]

http://www.rjssoftware.com/

http://support.rjssoftware.com/

5

Introducing RJS Imaging Scan Workstation

This section provides a summary of RJS Imaging Scan Workstation, where to find installation and licensing instructions, how to open it, and an overview of its interface.

About RJS Imaging Scan Workstation

Installing and Licensing RJS Imaging Scan Workstation

Opening RJS Imaging Scan Workstation

Touring RJS Imaging Scan Workstation

About RJS Imaging Scan Workstation

RJS Imaging Scan Workstation is a tool that lets you scan documents, enter index-key information manually or extract it automatically using OCR, and check in documents to WebDocs and Enterprise Workflow.

You can also use RJS Imaging Scan Workstation to open documents you have already scanned and check them in to WebDocs and Enterprise Workflow.

With RJS Imaging Scan Workstation, you can scan:

Individual documents.

A batch of documents.

Offline when access to the iSeries system or Windows server is not available.

RJS Imaging Scan Workstation highlights include:

The ability to capture documents from any TWAIN scanner or from a network folder when scanning from a network scanner.

The ability to assign up to 10 WebDocs - iSeries defined index-key values and 30 WebDocs - Windows defined index-key values for each document.

The support of optical character recognition (OCR) so that important information in documents, such as invoice numbers, can be captured from an image, converted to text, and stored in pre-defined index keys.

The support of a wide variety of one-dimensional barcode formats so that barcode symbols can be translated to text and then stored in pre-defined index keys.

The ability to check in scanned documents directly to WebDocs and Enterprise Workflow.

Installing and Licensing RJS Imaging Scan Workstation

For installation instructions, see: http://support.rjssoftware.com/product/imaging-scan-workstation#install-upgrade.

For licensing instructions, see: http://support.rjssoftware.com/product/imaging-scan-workstation#license-information.

http://support.rjssoftware.com/product/imaging-scan-workstation#install-upgrade


http://support.rjssoftware.com/product/imaging-scan-workstation#license-information



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Opening RJS Imaging Scan Workstation

If you installed RJS Imaging Scan Workstation in the default location on your computer, open RJS Imaging Scan Workstation by clicking: Start > All Programs > RJS Software > RJS Imaging Scan

Workstation > RJS Imaging Scan Workstation.

Note: If you are using Windows Vista or 7, you need to run RJS Imaging Scan Workstation as the administrator the first time you open it. To run RJS Imaging Scan Workstation as the administrator, right-

click RJS Imaging Scan Workstation and choose Run as administrator. The next time you open RJS Imaging Scan Workstation, you can open it directly.

Touring RJS Imaging Scan Workstation

You use RJS Imaging Scan Workstation by working in three areas.

This diagram shows you where to find the work areas you will use:

1. The Viewing Area

Use the Viewing Area to:

Build a document from scanned pages.

View the different pages of a document.

Introducing RJS Imaging Scan Workstation

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2. The Check-In Area

Use the Check-In Area to:

Fill index-key information.

Run OCR to fill index-key information.

Check in a document.

3. The Input Queue

Use the Input Queue to:

Open and close batches of scanned documents.

View thumbnail images of the pages in a batch of scanned documents.

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Configuring RJS Imaging Scan Workstation

RJS Imaging Scan Workstation's configuration settings determine how users view, scan, check in, and otherwise work with documents. This section shows you where to find the configuration settings and how to set them.

This section is divided into the following topics:

Creating the Master INI File

Setting Up the Input

Configuring the OCR Settings

Setting Up the Output

Setting Default Values

Configuring Scripting

Configuring Other Settings

Creating the Master INI File

In RJS Imaging Scan Workstation, individual users each have a separate INI file that stores their configuration settings. If you have many users and you do not want to have to set up the configuration settings for each user, create the master INI file. This master INI file provides the initial configuration settings for each new user.

To create the master INI file:

1. Under File, click Settings.

The Settings dialog box displays with the General tab showing.

2. To create a master INI file with the current settings, click Create/Update Master INI File at the bottom left of the Settings dialog box. A message displays telling you that the master INI file has been created successfully.

Note: The Create/Update Master INI File button is available at the bottom left of all the settings tabs for convenience.

3. Every time you make changes to the configuration settings, click Create/Update Master INI File again to update the master INI file. A dialog box displays asking if you want to overwrite the master INI file.


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Note: Clicking OK updates the individual user's INI file but not the master INI file.

Setting Up the Input

With RJS Imaging Scan Workstation, you can digitize paper documents. To set up RJS Imaging Scan Workstation to scan documents:


The Settings dialog box displays with the General tab showing. The settings for the input are on the left side of the General tab.

2. Configure the input settings based on the following descriptions:

Setting Description

Input Directory

Click Browse and choose the folder to store scanned documents in. By default, RJS Imaging Scan Workstation stores documents in C:\Program Files (x86)\RJS Software\RJSIMGSCAN\SCANTO.

Note: If you are using a network scanner, set the Input Directory to the network folder that the network scanner is outputting to. The network folder must be mapped on the PC for RJS Imaging Scan Workstation to access it.


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Setting Description

Check-in Directory

RJS Imaging Scan Workstation can use direct check-in or indirect check-in to check in a document. With direct check-in, each document is sent to WebDocs as the user checks in the document. With indirect check-in, documents are stored in a temporary folder when the user checks in each document. Then later, the user sends all the documents stored in the temporary folder to WebDocs at once. Indirect check-in is useful when:

The scanning station doesn't have access to the WebDocs server temporarily.

The scanning station accesses the WebDocs server over a network, and the user does not want to wait between checking in each document for the document to be transmitted over the network.

If you're using indirect check-in, click Browse and choose the temporary folder to store documents in before sending them to WebDocs. By default, RJS Imaging Scan Workstation stores documents in C:\Program Files (x86)\RJS Software\RJSIMGSCAN\CHECKIN.

Select Scanner Driver

If you are using a local scanner, select your scanner:

1. Click Select Scanner Driver.

The Select Source dialog box displays.

2. Choose your scanner.

3. Click Select.

Display Scanner Dialog

Check for the user to choose scan settings. When the user scans a document, the scanner dialog box displays and allows the user to choose resolution, format, and other scan settings. The options the user chooses in the scanner dialog box override Resolution and Image Format.

Uncheck to use the RJS Imaging Scan Workstation scan settings. Then set Resolution and Image Format. When the user scans a document, RJS Imaging Scan Workstation uses these settings automatically and no dialog box displays.


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Setting Description

Resolution

If you do not display the scanner dialog box, choose the resolution for scanned documents.

Note: RJS Software recommends scanning documents at 300 dots per inch (DPI) to maximize accuracy and minimize file size.

Image Format

If you do not display the scanner dialog box, choose the color format for scanned documents.

3. Click OK.

Configuring the OCR Settings

OCR masks allow RJS Imaging Scan Workstation to extract information from a document and use that information to automatically fill index keys during check-in.

To use OCR masks:

Configure RJS Imaging Scan Workstation to use OCR masks.

Create the OCR masks for each type of document a user will check in.

To configure RJS Imaging Scan Workstation to use OCR masks:

1. Under File > Settings, choose the OCR tab. The OCR settings display.

2. Configure the OCR settings based on the following descriptions:


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Setting Description

Enable Zone OCR

Check to use OCR recognition.

You need to restart RJS Imaging Scan Workstation before OCR is enabled.

Default Mask Directory

By default, RJS Imaging Scan Workstation searches for OCR masks in C:\Program Files (x86)\RJS Software\RJSIMGSCAN\ICRMASK. To save

OCR masks to another folder, click Browse and choose the folder.

Barcode Separator Page

If you have many documents to scan and check in, you may want users to scan a barcode separator page between documents to better automate the check-in process.

Click Browse and choose the OCR mask of the barcode separator page. You can use the barcode separator OCR mask included with RJS Imaging Scan Workstation in C:\Program Files (x86)\RJS Software\RJSIMGSCAN\ICRMASK\BarcodeSeparatorPage.nxp or create your own.

Note: Two barcode separator pages are included with RJS Imaging Scan Workstation in C:\Program Files (x86)\RJS Software\RJSIMGSCAN\ICRMASK with the file names BarcodeSeparatorPage1.pdf and BarcodeSeparatorPage2.pdf.

OCR Zone Designer

Click Browse and choose the OCR zone designer application to open from RJS Imaging Scan Workstation.

If you installed RJS Imaging Scan Workstation and the RJS OCR Zone Designer in the default location on your computer, choose C:\Program Files (x86)\RJS Software\RJS OCR Zone Designer 15\rjszonedesign15.exe.

Omit Barcoded Cover Page

Check for RJS Imaging Scan Workstation to physically remove barcode separator pages from the document during check-in.

Use Barcode Page Only as Separator Page

Check to omit the barcode from the barcode separator page in the index keys.

3. Click OK.

To design OCR masks to use during check-in, see Creating an OCR Mask.


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Setting Up the Output

After you scan documents, RJS Imaging Scan Workstation allows you to set up the output format of the documents and then check them in to WebDocs document-management software, Enterprise Workflow business-process-management software, or both.

There are two steps to setting up the output: setting up the output format and setting up where to check in scanned documents. This topic tells you how to set up the output format.

To set up the output format:


The Settings dialog box displays with the General tab showing. The settings for the output format are on the bottom right of the General tab.

2. Configure the general output settings based on the following descriptions:

Setting Description

Omit Blank Pages That Are __% White

(Optional) Check to remove pages that are mostly blank from the final document and choose the percentage of white space that determines if a page is omitted.

Warning: Before you use this setting, test that it is not omitting pages you want to include.

Output

Choose the file format for the outputted document. RJS Imaging Scan Workstation can output documents in GIF, JPG, TIF, or PDF format.

Note: RJS Software strongly recommends that you use TIF or PDF format.

3. Click OK.


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4. Continue to the next step: Set up where to check in scanned documents. You only need to configure the output settings for the software you are using:

WebDocs - iSeries Edition

WebDocs - Windows Edition

Enterprise Workflow

For WebDocs - iSeries Edition

These configuration instructions tell you how to set up RJS Imaging Scan Workstation to check in documents to WebDocs - iSeries Edition. You only need to configure these settings if you are using WebDocs - iSeries Edition.

1. If you have not done so already, set up the output format.

2. Under File > Settings, choose the WebDocs iSeries tab.

3. Configure the WebDocs - iSeries Edition settings based on the following descriptions:

Setting Description

Check-in to WebDocs iSeries

Check to enable WebDocs - iSeries Edition as the output destination.

A dialog box displays that instructs you to restart RJS Imaging Scan Workstation before the configuration changes will take effect.

iSeries Host Name/IP Address

Type the host name or IP address of the iSeries.

iSeries User Type a user name for the iSeries.

iSeries Password Type the password for iSeries User.


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Setting Description

WebDocs User Type a WebDocs user ID that has access to all the folders and Document Types in which you will store documents.

WebDocs iSeries URL (Optional) If you are also using Enterprise Workflow, type the WebDocs base URL for the log-in page, for use in Enterprise Workflow routing.

WebDocs Search URL (Optional) If you are also using Enterprise Workflow, type the WebDocs URL that is used when searching, for use in Enterprise Workflow routing.

Direct Check-In




Choose whether to use direct or indirect check-in.

Refresh folders, document types, and index descriptions when Scan Workstation opens

(Optional) Check to check for changes in WebDocs folders, Document Types, or index keys every time RJS Imaging Scan Workstation opens.

4. Click OK. You need to restart RJS Imaging Scan Workstation before the WebDocs - iSeries settings are enabled.

For WebDocs - Windows Edition

These configuration instructions tell you how to set up RJS Imaging Scan Workstation to check in documents to WebDocs - Windows Edition. You only need to configure these settings if you are using WebDocs - Windows Edition.



17

2. Under File > Settings, choose the WebDocs Windows tab.

3. Configure the WebDocs - Windows Edition settings based on the following descriptions:

Setting Description

Check-in to WebDocs Windows

Check to enable WebDocs - Windows Edition as the output destination.


WebDocs Windows URL

Type the WebDocs base URL for the log-in page.

WebDocs User Type a WebDocs user ID that has access to all the folders and Document Types in which you will store documents.

WebDocs Password Type the password for WebDocs User.


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Setting Description

Direct Check-In




Choose whether to use direct or indirect check-in.

Refresh folders, document types, and index descriptions when Scan Workstation opens

(Optional) Check to check for changes in WebDocs folders, Document Types, or index keys every time RJS Imaging Scan Workstation opens.

4. Click OK. You need to restart RJS Imaging Scan Workstation before the WebDocs - Windows settings are enabled.

For Enterprise Workflow

These configuration instructions tell you how to set up RJS Imaging Scan Workstation to send documents to Enterprise Workflow. You only need to configure these settings if you are using Enterprise Workflow.



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2. Under File > Settings, choose the Enterprise Workflow tab.

3. Configure the Enterprise Workflow settings based on the following descriptions:

Setting Description

Using Enterprise Workflow

Check to enable Enterprise Workflow as an output destination.


Workflow Web Service URL

Type the URL for the Enterprise Workflow web service.

Workflow Work Basket URL

Type the URL for the Enterprise Workflow Work Basket.

Workflow Admin URL

Type the URL for the Enterprise Workflow Admin web page.

Workflow User ID Type a valid Enterprise Workflow user ID.

Workflow Password

Type the password for Workflow User ID.

4. If you are also using WebDocs - iSeries Edition document-management software and you have not done so already, configure WebDocs iSeries URL and WebDocs Search URL.

5. Click OK.

You need to restart RJS Imaging Scan Workstation before the Enterprise Workflow settings are enabled.


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Setting Default Values

You can set up RJS Imaging Scan Workstation to open with specific default values already entered in the index keys. Customizing RJS Imaging Scan Workstation in this way streamlines the scanning process and helps to eliminate user errors.

There are three different ways you can set up the default values in RJS Imaging Scan Workstation. You can:

Set up Windows Desktop Shortcuts for RJS Imaging Scan Workstation to open with specific default values.

Enter default values in the drop-down list for each index key.

Use integrator software to dynamically enter default values in RJS Imaging Scan Workstation.


Setting Default Values with a Windows Desktop Shortcut

Setting Default Values in the Drop-Down Lists

Setting Default Values Dynamically with Integrator Software

Setting Default Values with a Windows Desktop Shortcut

You can set the properties of a Windows desktop shortcut to customize the way RJS Imaging Scan Workstation opens from that shortcut. You can set the default values for a shortcut to:

Pre-populate index keys with settings you choose.

Restrict which index keys a user can edit.

Further automate and error-proof the check-in process.

Best Practice: To best streamline the check-in process, create a separate shortcut for each type of documents a user frequently checks in.

This topic is divided into the following sub-topics:

Creating a Windows Desktop Shortcut

Setting Values for a Shortcut

Examples of Shortcut Values

Creating a Windows Desktop Shortcut

First, create a shortcut:

1. Click: Start > All Programs > RJS Software > RJS Imaging Scan Workstation.


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2. Right-click RJS Imaging Scan Workstation.

3. Choose: Send to > Desktop (create shortcut).

A new shortcut to RJS Imaging Scan Workstation displays on the desktop.

4. (Optional) If you are creating multiple shortcuts for different tasks, give each shortcut a distinctive name.

5. To customize the configuration of each shortcut you create, continue to Setting Values for a Shortcut.

Setting Values for a Shortcut

To set the values for a shortcut:

1. Right-click the shortcut you created and choose Properties.

2. Under the Shortcut tab, scroll to the end of the Target field.

The Target field currently contains the directory pathway to run RJS Imaging Scan Workstation.

3. At the end of the Target field, type a space and then enter the parameter values for this shortcut. Use:

A tilde (~) to separate parameter values.

A blank space if you do not want to reset a particular parameter value.

The following table for a list of parameters and their descriptions, along with the examples of shortcut values:

This parameter...

Sets...

Parameter 1

A keyword that begins the shortcut values. This parameter is always VALUES.


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This parameter...

Sets...

Parameter 2

The OCR mask for OCR extraction.

For example: If you type C:\Program Files (x86)\RJS Software\RJSIMGSCAN\ICRMASK\test.nxp in this parameter, RJS Imaging Scan Workstation opens with the test OCR mask in the OCR/ICR Mask Settings field in the Check-In Area.

Parameter 3

The WebDocs folder description.

For example: If you type Sample Folder in this parameter, RJS Imaging Scan Workstation opens with the WebDocs folder Sample Folder as the Folder in the Check-In Area.

Parameter 4

The WebDocs Document Type description.

For example: If you type Sample Type in this parameter, RJS Imaging Scan Workstation opens with Sample Type as the Document Type in the Check-In Area.

Parameter 5

The title or description.

For example: If you type Sample Title in this parameter, RJS Imaging Scan Workstation opens with Sample Title as the Title/Desc in the Check-In Area.

Parameters 6-15

The 10 index-key values.

For example: If you type Sample Key 1 in Parameter 6 and Sample Key 2 in Parameter 7, and so on, up to Sample Key 10 in Parameter 15, RJS Imaging Scan Workstation opens with Sample Key 1 in Search Key 1 and Sample Key 2 in Search Key 2, and so on, up to Sample Key 10 in Search Key 10, in the Check-In Area.

Parameter 16

The folder that scanned documents are stored in.

For example: If you type C:\Program Files (x86)\RJS Software\RJSIMGSCAN\SCANTO in this parameter, the SCANTO folder is set as Input Directory under File > Settings > General.

Note: Unlike the other parameters, this parameter changes RJS Imaging Scan Workstation's configuration settings in the user's INI file. As a result, setting this parameter resets the input directory for all instances of RJS Imaging Scan Workstation in that user's account. If you want different shortcuts to scan to different directories, set this parameter for all shortcuts.


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This parameter...

Sets...

Parameter 17

The routing definition.

For example: If you type Sample Workflow in this parameter, RJS Imaging Scan Workstation opens with Sample Workflow as the routing definition in Select Routing Definition in the Workflow tool bar.

Parameter 18

Whether users can change the folder in the Check-In Area. If disabled, the folder field is grayed out. Type:

1 - allow users to change the folder.

0 - don't allow users to change the folder.

Parameter 19

Whether users can change the Document Type in the Check-In Area. If disabled, the Document Type field is grayed out. Type:

1 - allow users to change the Document Type.

0 - don't allow users to change the Document Type.

Parameter 20

Whether users can change the title or description in the Check-In Area. If disabled, the Title/Desc field is grayed out. Type:

1 - allow users to change the title.

0 - don't allow users to change the title.

Parameters 21-30

Whether users can change the 10 search-key fields in the Check-In Area. If a search-key field is disabled, it is grayed out. Type:

1 - allow users to change the search key.

0 - don't allow users to change the search key.

4. Click OK.

When RJS Imaging Scan Workstation opens from this shortcut, it has the default values you specified.

Examples of Shortcut Values

In the following examples, Amanda at Acme Co. is setting up RJS Imaging Scan Workstation for Byron. Byron needs to scan documents for two different departments: AP and HR. AP and HR documents each use a different OCR mask, go into different WebDocs folders, have a different WebDocs Document Type, and use different index keys. Amanda doesn't want Byron to have to enter this information every time. So


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Amanda sets up two shortcuts for RJS Imaging Scan Workstation for Byron to use: one for AP documents and another for HR documents.

Example 1: AP Shortcut

To set up the AP shortcut:

1. Amanda creates a shortcut and names it AP.

2. Amanda determines which parameters she needs to set and the values of those parameters for AP:

Parameter 1: Always VALUES.

Parameter 2: The OCR mask she made for AP invoices, C:\Program Files (x86)\RJS Software\RJSIMGSCAN\ICRMASK\AP.nxp.

Parameter 3: The Folder where the invoices Byron is scanning are stored in WebDocs, Outstanding Invoices.

Parameter 4: The WebDocs Document Type for AP invoices, Accounts Payable.

A blank space for Parameter 5 because Byron needs to fill the Title/Desc manually for each document.

Parameter 6: The default value for Search Key 1, 100, which Acme Co. has set up as the Rep/Number for the Accounts Payable Document Type.

Nothing for the rest of the parameters because Byron needs to fill these parameters manually for each document.

3. To set these parameters, she types the following values at the end of the Target field in the AP shortcut:

VALUES~C:\Program Files (x86)\RJS

Software\RJSIMGSCAN\ICRMASK\AP.nxp~Outstanding Invoices~Accounts

Payable~ ~100

4. When Byron scans AP invoices, he clicks the AP shortcut and RJS Imaging Scan Workstation opens with the index keys filled the way Amanda specified:


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Example 2: HR Shortcut

To set up the HR shortcut:

1. Amanda creates a shortcut and names it HR.

2. Amanda determines which parameters she needs to set and the values of those parameters for HR:

Parameter 1: Always VALUES.

Parameter 2: The OCR mask she has made for W4 forms for HR, C:\Program Files (x86)\RJS Software\RJSIMGSCAN\ICRMASK\HR.nxp.

Parameter 3: The Folder where the W4 forms Byron is scanning are stored in WebDocs, W4.

Parameter 4: The WebDocs Document Type for W4 forms, HR Employment Documents.

Parameter 5: The Title/Desc for W4 forms, W4.

A blank space for Parameter 6 because Byron needs to fill Search Key 1 for each document.

Parameter 7: The default value for Search Key 2, 1000, which Acme Co. has set up as the Location ID for the HR Employment Documents Document Type.

Nothing for the rest of the parameters because Byron needs to fill these parameters for each document.

3. To set these parameters, she types the following values at the end of the Target field in the HR shortcut:


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VALUES~C:\Program Files (x86)\RJS

Software\RJSIMGSCAN\ICRMASK\HR.nxp~W4~HR Employment Documents~W4~

~1000

4. When Byron scans HR documents, he clicks the HR shortcut and RJS Imaging Scan Workstation opens with the index keys filled the way Amanda specified:

Setting Default Values in the Drop-Down Lists

If you do not set values for index-key fields in WebDocs, you can enter values in the index-key drop-down list for a user to choose during check-in. You can also set one of these values as the default value, so that RJS Imaging Scan Workstation opens with that default value pre-selected.

To set values in the drop-down lists:

1. Next to the index key which you are entering values for, right-click the drop-down arrow and choose Edit.

The Edit Select Values dialog box displays.

2. Enter the values for that index key, using the following guidelines:

Press Shift + Enter to insert a new line between values.


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If you want one of the values to automatically display as the default value, type ~Default after this value. In the example below, Sprockets R Us is the default value:

3. Click OK.

4. Restart RJS Imaging Scan Workstation.

5. When RJS Imaging Scan Workstation opens, the default value you chose fills the index-key field and the values you entered display in the drop-down list for the index key.

Setting Default Values Dynamically with Integrator Software

If you want RJS Imaging Scan Workstation to open with dynamic default values, you can use 5250 Integrator, iSeries Office Integrator, or Windows Integrator. With 5250 Integrator, iSeries Office Integrator, or Windows Integrator, you can call RJS Imaging Scan Workstation with default values that are determined by information in a document from another application.

For information on 5250 Integrator, see http://support.rjssoftware.com/product/5250-integrator.

For information on iSeries Office Integrator, see http://support.rjssoftware.com/product/iseries-office-integrator.

For information on Windows Integrator, see http://support.rjssoftware.com/product/windows-integrator.

Contact RJS Software for more information.

http://support.rjssoftware.com/product/5250-integrator

http://support.rjssoftware.com/product/iseries-office-integrator

http://support.rjssoftware.com/product/iseries-office-integrator

http://support.rjssoftware.com/product/windows-integrator


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Configuring Scripting

RJS Imaging Scan Workstation can use VB scripts you have written.

For more information on how to write scripts, see Scripting.

To configure RJS Imaging Scan Workstation to use scripting:

1. Under File > Settings, choose the Scripting tab.

2. Configure the scripting settings based on the following descriptions:

Setting Description

Enable Scripting Check to enable scripting.

Script File Choose the file where you save scripts. The default scripting file is C:\Program Files (x86)\RJS Software\RJSIMGSCAN\RJSIMGSCAN.BAS.

Download VB Script from iSeries

(Optional) If you have many PCs with RJS Imaging Scan Workstation that use scripting, you may want to store scripts on an iSeries system so that all PCs can download the same scripting file.

Before you can download scripts from the iSeries, you need to install the VB Script Upload Utility, which allows you to maintain this scripting file on the iSeries. For more information about the VB Script Upload Utility and downloading scripts from the iSeries, see the VB Script Upload Utility User Guide: http://downloads.rjssoftware.com/docs/ rjsimgscan/Manuals2011/UploadUtilityPDF/ VBScriptUploadUtilityUser.pdf.

http://downloads.rjssoftware.com/docs/rjsimgscan/Manuals2011/UploadUtilityPDF/VBScriptUploadUtilityUser.pdf




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Setting Description

Execute "RunIndexFieldClick" When Index Field Loses Focus

(Optional) If you are using the RunIndexFieldClick scripting function, check to automatically run RunIndexFieldClick when you leave a field.

Note: If you uncheck this setting, a user needs to click

Run next to a field to run the RunIndexFieldClick scripting function.

3. Click OK.

A Run button displays next to each index-key field. To set up the scripting functions that run

when you click Run , see Scripting.

Configuring Other Settings

This section provides a reference for other configuration settings not discussed above and tells you how to use these settings to further customize RJS Imaging Scan Workstation. All of the settings in this topic are optional. Only configure them if you need to.

RJS Imaging Scan Workstation includes the following additional configuration settings:

Configuring Other Settings in the General Tab

Configuring Error Handling

Configuring the Text Annotation Settings

Configuring Miscellaneous Settings

Configuring Other Settings in the General Tab

In File > Settings, the other settings in the General tab allow you to customize the display settings for the RJS Imaging Scan Workstation interface. For settings in the General tab related to setting up the input and setting up the output, see Setting Up the Input and Setting Up the Output.

Refer to the image and table below to find the additional settings in the General tab and learn how to use them:


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Setting Description

Image Display Width

Choose the width of the Main Viewing Area in twips (twentieths of an inch point).

Note: 1440 twips = 1 inch, 567 twips = 1 centimeter, and 15 twips = 1 pixel.

Display Messages

Select to display confirmation and error messages.

Display Index Fields

Select to display the Check-In Area.

If you are not using RJS Imaging Scan Workstation to check in documents to WebDocs, deselect to hide the Check-In Area.

Display Thumbnail Bar

Select to show the Input Queue.

If you are not using RJS Imaging Scan Workstation to scan batches of documents, deselect to hide the Input Queue.

Enable Input Directory Selection from Thumbnail Bar

Select to allow the user to select the file directory when scanning a batch of documents or opening a batch of scanned pages. If you deselect, RJS Imaging Scan Workstation automatically:

Scans to the default input directory when the user clicks Scan

Batch .

Opens the default input directory when the user clicks Open Input

Directory in the Input Queue.


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Setting Description

View TIFF Files with Default Application

Select to view TIFF files with the default application for TIFF files when you view an image in full-screen mode.

Deselect to view TIFF files in RJS Imaging Scan Workstation's TIFF viewer when you view an image in full-screen mode.

Note: RJS Imaging Scan Workstation always views non-TIFF files with their default application.

Close after Check-In

Select to close RJS Imaging Scan Workstation automatically after a user has finished checking in all scanned documents. This setting is useful if you are using RJS Imaging Scan Workstation with another application and want to further automate the scanning process by returning to the other application after check-in.

Show Only Defined Index Keys

Select to only show the index keys in the Check-In Area that are defined in the WebDocs Document Type. Showing only defined index keys helps to minimize user errors during check-in.

Clear Index Fields after Check-In

Select to clear the index fields after a user checks in a document.

Deselect if the user is checking in multiple documents with the same index-key values and you do not want the user to have to reenter those values every time.

Configuring Error Handling

In File > Settings, the settings in the Error Handling tab allow you to customize RJS Imaging Scan Workstation's error handling.

Refer to the image and table below to find the settings in the Error Handling tab and learn how to use them:


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Setting Description

Enable Logging

Select to enable error logging.

Log File Choose the location of the error-log file. By default, the error log saves to C:\Users\USER NAME\AppData\Local\RJS Software\Scan Workstation\RJSIMGSCAN.LOG, where USER NAME is the user name.

Move Image on Error

Select to move documents that generate an error during check-in to the Error Directory.

Error Directory

Choose the location of the Error Directory. By default, if you have checked Move Image on Error, images that generate an error are moved to C:\Program Files (x86)\RJS Software\RJSIMGSCAN\ERRORIMAGES.

Configuring the Text Annotation Settings

In File > Settings, the settings in the Text Annotation tab allow you to add notes - such as the date, time, and page number - to the pages of documents in RJS Imaging Scan Workstation.

Refer to the image and table below to find the settings in the Text Annotation tab and learn how to use them:

Setting Description

Enable Text Annotation

Select to add the Text Annotation you choose to documents of TIFF file format that have been scanned as a batch or opened as a batch in the Input Queue.

Note: If a user scans a single document or the document is not in TIFF file format, RJS Imaging Scan Workstation does not add the text annotation.


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Setting Description

Text Annotation

Type the text that you want to add to documents. You can also include one or more variables:

This variable...

Inserts this value into the annotation...

@@DATE

The date when RJS Imaging Scan Workstation checks in the document to WebDocs.

The format of the date entry is mm/dd/yyyy, where:

mm is the two-digit month.

dd is the two-digit day.

yyyy is the four-digit year.

@@DATENOW

The date and time when RJS Imaging Scan Workstation checks in the document to WebDocs.

The format of the date-and-time entry is mm/dd/yyyy hh:nn:ss, where:

mm is the two-digit month.

dd is the two-digit day.

yyyy is the four-digit year.

hh is the hour in 12-hour time.

nn is the two-digit minute.

ss is the two-digit second.

Continued, next page…


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Setting Description

Text Annotation (continued)

Continued…

This variable...

Inserts this value into the annotation...

@@TIME

The time when RJS Imaging Scan Workstation checks in the document to WebDocs.

The format of the time entry is hh:nn:ss, where:

hh is the hour in 12-hour time.

nn is the two-digit minute.

ss is the two-digit second.

@@PAGE The page number of each page of a document.

For example: This document was added on @@DATE.

Font Size Choose the font size of the Text Annotation.

Location

Choose where to place the Text Annotation on each page of the document:

Bottom to place the annotated text at the bottom of each page.

Top to place the annotated text at the top of each page.

Variable to place the annotated text on a specific place on each page, according to the coordinates you define in X Location and Y Location.

X Location If you chose Variable in Location, type the number of pixels over from the left of the screen where you want to place the Text Annotation.

Y Location If you chose Variable in Location, type the number of pixels down from the top of the screen where you want to place the Text Annotation.


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Configuring Miscellaneous Settings

In File > Settings, the settings in the Misc tab allow you to:

Further customize direct and indirect check-in.

Use specialized utilities with RJS Imaging Scan Workstation.

View an individual user's INI file.

Refer to the image and table below to find the settings in the Misc tab and learn how to use them:

Setting Description

After Processing Directory (Used if Direct Check-In Is Enabled)

Choose the directory where images are moved after check-in when you are using direct check-in.

By default, images are moved to C:\Program Files (x86)\RJS Software\RJSIMGSCAN\SCANAFTER.

Clear on Exit (After Processing Directory)

Select to delete all the images in the After Processing Directory when the user exits RJS Imaging Scan Workstation.

Deselect if you want to keep a temporary back-up of images after check-in. Remember to delete back-ups manually once you no longer need them.

Check-In After Processing Directory (Used if Direct Check-In Is Disabled)

Choose the directory where images are moved after check-in when you are using indirect check-in.

By default, images are moved to C:\Program Files (x86)\RJS Software\RJSIMGSCAN\CHECKINAFTER.


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Setting Description

Clear on Exit (Check-In After Processing Directory)

Select to delete all the images in the Check-In After Processing Directory when the user exits RJS Imaging Scan Workstation.

Deselect if you want to keep a temporary back-up of images after check-in. Remember to delete back-ups manually once you no longer need them.

Rescan Directory

Choose the destination directory for images when a user clicks Bad

Scan in the Input Queue. By default, bad scans are moved to C:\Program Files (x86)\RJS Software\RJSIMGSCAN\RESCAN.

Temporary File Prefix

All images scanned from RJS Imaging Scan Workstation begin with the prefix IMAGE. If you want to add further distinguishing information to scanned images, type a prefix to insert after IMAGE in the file name of scanned images.

For example: If you have multiple workstations scanning to the same directory and you want to distinguish which images came from which workstation, type STATION1 in this field on the first workstation. The file names of all images scanned from that workstation will begin with IMAGESTATION1. And so on for each workstation.

Sort Local Index Lookup List Alphabetically

If you set default values in the drop-down lists, select to arrange the drop-down options in alphabetical order.

Otherwise, drop-down values are listed in the order you entered them.

Move Original Images to After Processing Dir

Select to move documents from the Input directory to the After Processing Directory after the documents are checked in.

Deselect only during testing.

Enable Signature Capture

You may need additional software to use this setting.

This setting allows you to use the WelchAllyn TT 1500 Signature Capture device to capture signatures as an image in RJS Imaging Scan Workstation.

Before you try to use RJS Imaging Scan Workstation with a signature-capture device, contact RJS Software.

Enable Index Defaults

If you set default values in the drop-down list, select to make the default value you added automatically fill the index keys every time a user checks in another document.

Note: If you select this check box, also select Clear Index Fields after Check-In in the General tab. Otherwise, the index-key values from the last document you checked in override this default.


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Setting Description

Enable EZ Scan

You may need additional software to use this setting.

This setting allows you to use RJS EZ Scan Utility to scan documents instead of RJS Imaging Scan Workstation. RJS EZ Scan Utility is useful if you have high volumes of documents to scan.

Before you try to use RJS EZ Scan Utility, contact RJS Software.

Disable Leadtools Dialog Box

If you receive frequent error messages that leadtools are not installed, select to disable these error messages.

Return Control to iSeries Office Integrator on Check-In

If you are using RJS Imaging Scan Workstation with iSeries Office Integrator, select to lock the screen of the iSeries that calls RJS Imaging Scan Workstation until the user scans and checks in a document.

This setting works with the following iSeries Office Integrator commands: RJSSCAN, RJSSCANKEYS, RJSSCANNEW, and RJSSCANNEWBATCH.

Use JPEG TIFF Compression for Color Documents

Select to reduce document file size by compressing color documents.

Make Sure the Document Page Count Matches the Selected Documents' Total Page Count

If you are building documents manually in the Viewing Area, select to have RJS Imaging Scan Workstation display an error message when a user tries to check in a document that omits pages from the documents selected in the Input Queue.

Enabling this setting prevents users from:

Accidentally deleting pages.

Selecting documents and then forgetting to add them to the document they're checking in.

View Settings File

Click to view the user's individual INI file.

For more information about individual user INI files and the master INI file, see Creating the Master INI File.

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Creating an OCR Mask

This section tells you how to create an OCR mask. OCR masks extract text and barcode data from scanned documents using optical character recognition (OCR) software. That extracted data is then automatically entered into defined index keys. If you need to check in many different documents that are all in the same format, such as invoices, creating an OCR mask for this format will help automate the check-in process.


Opening the RJS OCR Zone Designer

Creating a Zone

Saving a Mask

Testing a Mask

Opening the RJS OCR Zone Designer

You create OCR masks for RJS Imaging Scan Workstation using the RJS OCR Zone Designer. The RJS OCR Zone Designer is installed automatically when you install RJS Imaging Scan Workstation but is licensed separately.

To open the RJS OCR Zone Designer:

1. Open RJS Imaging Scan Workstation.

2. (Optional) Open a sample document to create an OCR mask from. The position of the text in this document should be representative of where the text will appear on all the documents of this type that you want to run OCR on.

3. Under Tools, click OCR Zone Designer.

The RJS OCR Zone Designer opens. If you had a document open in RJS Imaging Scan Workstation, the document automatically opens in the RJS OCR Zone Designer.


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Creating a Zone to Read Text

An OCR mask is composed of one or more OCR zones. Each zone is a box you draw that surrounds one piece of information to extract. A zone can extract either alphanumeric or barcode information from a scanned document.

To create a zone:

1. Either:

Open the RJS OCR Zone Designer with a sample document to create an OCR mask from.

In the RJS Zone Designer, click Open Image and choose a document.

2. To create a zone, choose Draw Zone from the tool bar at the top of the RJS Zone Designer.

When you move the mouse over the image, the tool to draw a zone displays:

3. Click and drag the mouse over the area of document where you want to extract text data:

>

>

The OCR zone you selected is highlighted and labeled 1, with sizing handles. Note: You may find it useful to zoom in on the image when defining a zone. Zoom in using the zoom controls in the tool bar at the top of the screen:

4. To set the zone to read text, click Omnifront Zone in the tool bar at the top of the RJS Zone Designer.

5. You can create up to 10 zones.

The example below shows four more OCR zones around the following information: customer name, order number, shipping date, and due date. You can also include zones to read barcodes in this list of zones.


41

OCR Zone Designer displays green arrows that show the sequence in which the OCR zones will be read.

6. After you have selected all the zones you need, in the Map ICR Fields area on the right side of the RJS OCR Zone Designer, assign each zone to a WebDocs index key. For each zone number in the OCR mask, choose which index key in WebDocs you want that zone to correspond to.

Best Practice: If you reorder the index keys, choose No Value for the index keys you are not using.

Creating a Zone to Read a Barcode

An OCR mask is composed of one or more OCR zones. Each zone is a box you draw that surrounds one piece of information that you want to extract. A zone can extract either alphanumeric or barcode information from a scanned document.

You may want to create a zone to read a barcode to:

Extract barcode data from a scanned document.

Create a barcode separator page to use during check-in.

To create a zone to read a barcode:

1. Either:

Open the RJS OCR Zone Designer with a sample document to create an OCR mask from.

In the RJS Zone Designer, click Open Image and choose a document.

2. To create a zone, choose Draw Zone from the tool bar at the top of the RJS Zone Designer.


42

When you move the mouse over the image, the tool to draw a zone displays:

3. Click and drag the mouse over the area of document where you want to extract text data:

>

>

The OCR zone you selected is highlighted and labeled 1, with sizing handles. Note: You may find it useful to zoom in on the image when defining a zone. Zoom in using the zoom controls in the tool bar at the top of the screen:

4. To set the zone to read a barcode, click Barcode Zone in the tool bar at the top of the RJS Zone Designer.

5. You can create up to 10 zones, to extract either alphanumeric or barcode information. To learn more about this step, see Creating a Zone To Read Text. You can use both text zones and barcode zones in the same OCR mask.

6. After you have selected all the zones you need, in the Map ICR Fields area on the right side of the RJS OCR Zone Designer, assign each zone to a WebDocs index key. For each zone number in the OCR mask, choose which index key in WebDocs you want that zone to correspond to.

Best Practice: If you reorder the index keys, choose No Value for the index keys you are not using.

7. If you are using the barcode zone to automate the separation of documents using either of the barcoded check-in processes or either of the combined barcoded check-in processes, check Group By next to this barcode. Note: With either or the combined barcoded check-in processes, you can check Group By for more than one barcode. If you choose to group by multiple barcodes, the combined barcode check-in processes will start a new document whenever any one of the barcodes changes. For example: If you choose to group by two barcodes and you scan the following pages...


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...The combined barcode check-in process will separate the pages into these documents:

Document 1 Document 2 Document 3 Document 4

Saving a Mask

After you have finished creating all the OCR zones and assigning index keys, save the mask:

1. In the tool bar at the top of RJS OCR Zone Designer, click Save Zone Template .

The Save Zone Overlay dialog box displays.

2. Choose the folder where you want to save the OCR mask and save it with an NXP file extension.

Best Practice: Save the OCR mask in the folder you specified when configuring the OCR settings.

Best Practice: Save the OCR mask with the same file name as the document on which it is based.

3. Click Save.


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Testing a Mask

After you have created and saved an OCR mask, test the mask to make sure it reads the zones correctly:

1. Open the RJS Zone Designer.

2. In the top tool bar, click Open Image and choose an image you will use to test the OCR mask.

The image displays in the Main Viewing Area of the RJS OCR Zone Designer, and a thumbnail of the image displays to the left of the screen.

3. In the top tool bar, click Open Zone Template and choose the OCR mask you created.

The OCR mask displays over the image in the Main Viewing Area of the RJS OCR Zone Designer.

4. In the top tool bar, click Recognize Zones on Current Page .

The RJS OCR Zone Designer runs OCR recognition on the image and displays the extracted information in the area to the right of the Main Viewing Area.

5. If an OCR zone captures too little or too much data, adjust the size of the zone as needed and test again.

In this example, part of the box around the ship date is inside the zone. This zone needs to be smaller:

>

>


45

After testing again, the OCR zone captures the correct data:

6. If you make changes to the mask, save it.

A user can now use this OCR mask in RJS Imaging Scan Workstation to extract information from this type of document.

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Scripting

Scripting is a powerful tool that allows you to run additional code during the scanning and check-in process as well as add functions to index keys. With Scripting, you can configure RJS Imaging Scan Workstation to:

Perform validations.

Run custom-value look-ups.

Use one index key's value to fill other index keys.

Perform additional actions using index-key values that have been checked in.

This section provides a brief overview of how to edit scripts and a reference of the scripting functions for RJS Imaging Scan Workstation.

Opening the RJS Script Editor

About Sax Basic Language

Accessing the Scripting Functions

Creating Custom Dialog Boxes

Bringing Windows Functions into Scripts

Reference of Scripting Functions

Opening the RJS Script Editor

You edit the scripting functions for RJS Imaging Scan Workstation in the RJS Script Editor. The RJS Script Editor comes as part of RJS Imaging Scan Workstation and is included automatically when you install RJS Imaging Scan Workstation.

To open the RJS Script Editor:

1. Open RJS Imaging Scan Workstation.

2. Under Tools, click VB Script Editor.

The RJS Script Editor opens.


48

Note: If you are using Windows Vista or 7, you need to run the RJS Script Editor as the administrator the first time you open it. To run RJS Script Editor as the administrator:

1. Click: Start > All Programs > RJS Software > RJS Imaging Scan Workstation.

2. Right-click RJS Script Editor.

3. Click Run as administrator.

The RJS Script Editor opens.

The next time you open the RJS Script Editor, you can open it directly by clicking VB Script Editor in RJS Imaging Scan Workstation, as shown above.

About Sax Basic Language

RJS Imaging Scan Workstation's scripting functions are in Sax Basic Language. Sax Basic is compatible with Visual Basic for Applications. For more information on Sax Basic, there are resources available online.

Note: The RJS Script Editor runs at a level similar to that of Visual Basic 3.0.

Accessing the Scripting Functions

You can run all scripting functions in the RJS Script Editor during testing.

With these scripting functions you can customize and automate:

OCR zone analysis.

Document Type, Folder, Title/Description, and Search Key entries.

Check-in procedures.

Scripting

49

Note: The Enable Scripting check box in the Scripting tab under File > Settings must be checked in order to run scripting functions.

To access the scripting functions:

1. Open the RJS Script Editor.

2. Under File, click Open.

3. Double-click RJSIMGSCAN.bas.

Note: The default location of the script-macro file is C:\Program Files (x86)\RJS Software\RJSIMGSCAN\RJSIMGSCAN.BAS.

The scripting functions display in the Proc drop-down list.

4. Click the drop-down arrow in the Proc drop-down list to display the functions.

5. Click any function to view or customize its script.

Creating Custom Dialog Boxes

With the RJS Script Editor, you can create dialog boxes in scripts. To create custom dialog boxes in a script:

1. In the RJS Script Editor, open the file RJSIMGSCAN.bas.

2. Under Edit, click UserDialog.

The UserDialog Editor displays.

3. Use the tools in this dialog-box editor and Sax Basic Language to create custom dialog boxes from a


50

script.

For example: You can put a list box in a custom dialog box and populate it with data using the RJSADODBMultipleRecordLookup function.

For more information, contact RJS Software.

Bringing Windows Functions into Scripts

Using the references in the RJS Script Editor, you can also bring Windows functions into scripts. To bring Windows functions into scripts:

1. In the RJS Script Editor, open the file RJSIMGSCAN.bas.

2. Under Edit, click References.

The References dialog box displays.

3. Use the tools in this dialog box and Sax Basic Language to bring Windows functions into your scripts.

For more information, contact RJS Software.

Reference of Scripting Functions

This topic provides a reference list of RJS Imaging Scan Workstation's scripting functions.

main

AfterZoneAnalyze

RJSADODatabaseLookup

RJSADODBMultipleRecordLookup

RJSADODBSingleRecordLookup

RJSExtractWordfromSubstring

RJSGet5250FieldFromCursor

RJSGet5250ScreenField

RJSPostProcessExitProgram

RJSPreProcessExitProgram

RunAfterOCR

RunIndexFieldClick

RunIndexFieldLookup

Scripting

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RunNewDocument

ShellExecute [Declare]

main

This function usually will not get called, but you can use this function to test and debug other functions.

Note: When you are coding scripts, press F8 to validate your code before saving the script file.

AfterZoneAnalyze

This function is called after data is extracted from zones in an OCR mask. You can use this function to manipulate that data before any further processing.

Public Function AfterZoneAnalyze(sDocTypeDesc As String, _ sDocFolderDesc As String, _ sDocTitle As String, _ sIndexFieldValue1 As String, _ sIndexFieldValue2 As String, _ sIndexFieldValue3 As String, _ sIndexFieldValue4 As String, _ sIndexFieldValue5 As String, _ sIndexFieldValue6 As String, _ sIndexFieldValue7 As String, _ sIndexFieldValue8 As String, _ sIndexFieldValue9 As String, _ sIndexFieldValue10 As String, _ sDocType As String, _ sFolder1 As String, _ sFolder2 As String, _ sFolder3 As String, _ sFolder4 As String, _ sFolder5 As String) As Variant

Incoming Parameter Description

1 Document Type description from RJS Imaging Scan Workstation.

2 Document Folder description from RJS Imaging Scan Workstation.

3 Document Title from RJS Imaging Scan Workstation.

4 Index-key text value 1 from RJS Imaging Scan Workstation.






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Incoming Parameter Description






14 Doc Type value (Input Only - Not returned).

15 Folder-level 1 from RJS Imaging Scan Workstation.





This function returns a variant array containing all index-key values, whether they are modified or not:

Return Description

1 Index-key text value 1.











12 Document Folder description from RJS Imaging Scan Workstation.

Scripting

53

Return Description

13 Document Title from RJS Imaging Scan Workstation.






RJSADODatabaseLookup

This function calls the RJS ADO Table Explorer program. The RJS ADO Table Explorer program is a general database-driven query tool for looking up, displaying, and selecting key values from any ADO or ODBC database, including Microsoft Access, SQL Server, Oracle, or the System i. This function returns a single string value that is set in code and is the value stored in the return-field name.

Note: If you require more complex queries than this function provides, look at the RJSADODBMultipleRecordLookup and the RJSADODBSingleRecordLookup functions. You can also create your own dialog boxes with the UserDialog Editor in the RJS Script Editor.

Function RJSADODatabaseLookup(sDSNConnect As String, _ sDialogTitle As String, _ sSQLSelect As String, _ sSQLOrderBy As String, _ sFieldDescriptions As String, _ sSearchField1 As String, _ sFieldType1 As String, _ sSearchCaption1 As String, _ sSearchValue1 As String, _sCondition1 As String, _ sConnect As String, _ sSearchField2 As String, _ sFieldType2 As String, _ sSearchCaption2 As String, _ sSearchValue2 As String, _ sCondition2 As String, _ sReturnFieldName As String, _ lRunQuery As Long, _ lDisplayErrors As Long, _ lUnboundData As Long) As String


54

Incoming Parameter

Description

1

ADO/ODBC connection string or DSN (Data Source). You can use any valid ODBC data source or ADO connection string.

For example: A sample ODBC data-source name could be DSN=ISERIES.

2

Title to display at the top of ADO Table Browser. This setting shows a descriptive title for the query window.

For example: Customer Lookup.

3

SQL SELECT Query Statement.

For example: SELECT * FROM QIWS.QCUSTCDT

For example: SELECT CUSNUM,LSTNAM FROM QIWS.QCUSTCDT

4

SQL ORDER BY for the SQL Query Statement. The statement can contain a simple field list.

For example: Enter CUSNUM, ORDDATE

Or the statement can contain the entire order by clause.

For example: Enter ORDER BY CUSNUM, ORDDATE

5

To name column titles, enter a name with a tilde (~) after the name. If you leave this parameter blank, the table field name displays. The list must be in the same ordinal position as the fields you are querying.

For example: If the query is SELECT FLD1, FLD2 FROM TABLE and you specify Customer#~Name~ then Customer# would be the column heading for the grid for FLD1 and Name would be the column heading for the grid for FLD2.

6

Search Field 1. Select a database-field name for filtering data in the lookup.

For example: CUSNUM

7 Search Field 1 Type. CHAR is a character field. NUMERIC is a numeric field.

8

Search Field Description 1. This parameter is descriptive text for Search Field 1 when it displays on the search screen.

For example: Customer Number

Scripting

55

Incoming Parameter

Description

9

Search Field Starting Criteria 1. Enter a default search value when the search screen displays. If you leave the search value blank, the default is blank. A blank search returns all values.

For example: Jones%

10

Search Condition 1. This condition is applied to Search Field 1 when searching.

Search condition: Corresponding value:

Starts with STARTS

Contains CONTAINS

Like query LIKE

Equal to =

Greater than or equal to >=

Greater than >

Less than or equal to <=

Less than <

Not equal to <>

11 Use an AND/OR connector for Search Field 1 and Search Field 2.

12 Search Field 2. Select a database-field name for filtering data in the lookup.

13 Search Field 2 Type. CHAR is a character field. NUMERIC is a numeric field.

14 Search Field Description 2. This parameter is descriptive text for Search Field 1 when the search screen displays it.

15 Search Field Starting Criteria 2. Enter a default search value when the search screen displays. If you leave the search value blank, everything is searched.


56

Incoming Parameter

Description

16

Search Condition 2.

Search condition: Corresponding value:

Starts with STARTS

Contains CONTAINS

Like query LIKE

Equal to =

Greater than or equal to >=

Greater than >

Less than or equal to <=

Less than <

Not equal to <>

17 Return Field Value. After a user clicks a row, the query function returns a value. Select the database-field name that is the same as the returned value. Any field name specified in the query is valid.

18

Run Query Before Displaying Screen. This parameter determines if the empty-query-results screen displays before running the query.

Enter 0 to display the empty-query-results screen before running the query. The user must then click Search before the search results display.

Enter 1 to run the query before displaying the empty-query-results screen.

Scripting

57

Incoming Parameter

Description

19

Display Errors.

Enter 0 not to display errors.

Enter 1 to display Query errors. This setting can help debug SQL SELECT query statements.

20

Run Query Without Binding Grid to Database. This parameter returns the selected database value to the calling VBScript subroutine.

Enter 0 to bind the grid directly to the record set generated from the SQL query.

Enter 1 to use an unbound record set.

Note: The Client Access/400 Express ODBC driver will not work unless this parameter is set to 1.

RJSADODBMultipleRecordLookup

This function calls an SQL query to retrieve and return all of the selected database-field values for all of the matching records from any ADO or ODBC database, including SQL Server, Oracle, and MySQL. The database-field values are returned in a variant field array based on the ordinal position in which they were specified in the SQL query. No screen displays with this function, as with RJSADODatabaseLookup. Use the UserDialog Editor in the RJS Script Editor to create a custom interface.

Function RJSADODBMultipleRecordLookup(sDSNConnect As String, _ sSQLSelect As String, _ lMaxRecords As Long, _ lDisplayErrors As Long) As Variant

Parameter Description

1 ADO/ODBC connection string or DSN (Data Source). You can use any valid ODBC data source or ADO connection string.

2 SQL SELECT Query Statement.

3 The maximum number of records to return from the query.

4

Display Errors.


Enter 1 to display query errors. This setting can help debug SQL SELECT query statements.


58

Return Description

1 This function returns selected database-field values for all records in a multi-dimensional variant array.

2

A query-status message is returned in Element(0,0). The value of Element(0,0) is either NODATA or DATAFOUND.

If Element(0,0) returns NODATA, then enter an error-message text.

3 The record count is returned in Element(0,1).

4

The record data is returned starting in Element (1,0), in the format Element(Row/Record,Column).

For example: Element(1,0) returns the first column of the first actual data record.

RJSADODBSingleRecordLookup

This function calls an SQL query to retrieve and return all of the selected database-field values for the first matching record from any ADO or ODBC database, including SQL Server, Oracle, and MySQL. The database-field values are returned in a variant field array based on the ordinal position in which they were specified in the SQL query. No screen displays with this function, as with RJSADODatabaseLookup. Use the UserDialog Editor in the RJS Script Editor to create a custom interface.

Function RJSADODBSingleRecordLookup(sDSNConnect As String, _ sSQLSelect As String, _ lDisplayErrors As Long) As Variant

Incoming Parameter

Description

1

ADO/ODBC connection string or DSN (Data Source). You can use any valid ODBC data source or ADO connection string.

For example: DSN=ISERIES.

2 SQL SELECT Query Statement.

3

Display Errors.


Enter 1 to display query errors. Displaying query errors can help debug SQL SELECT query statements.

Scripting

59

Return Description

1 This function returns selected database values for a single record in a single-record variant array.

2 A query-status message is returned in Element 0. The element value is either NODATA or DATAFOUND.

3

The record data is returned starting in Element(Column).

For example: Element(1) returns the first column of the single data record.

RJSExtractWordfromSubstring

This function no longer applies to RJS Imaging Scan Workstation. Do not use it.

RJSGet5250FieldFromCursor


RJSGet5250ScreenField


RJSPostProcessExitProgram

This function is called immediately after the document is checked in to WebDocs. With this function, you can update an SQL database, send an email with the checked-in document, or perform other actions.

Public Function RJSPostProcessExitProgram(sDocTitle As String, _ sDocFlr1 As String, _ sDocFlr2 As String, _ sDocFlr3 As String, _ sDocFlr4 As String, _ sDocFlr5 As String, _ sKey1 As String, _ sKey2 As String, _ sKey3 As String, _ sKey4 As String, _ sKey5 As String, _ sKey6 As String, _ sKey7 As String, _ sKey8 As String, _ sKey9 As String, _ sKey10 As String, _ sDocType As String, _ sDocID As String) As String


60

Incoming Parameter

Description

1 Document Title from RJS Imaging Scan Workstation. This parameter is input only. It is not returned.

2 Folder-level 1 from RJS Imaging Scan Workstation. This parameter is input only. It is not returned.















17 Document Type value. This parameter is input only. It is not returned.

18 Document ID. This parameter is input only. It is not returned.

Returns

This function returns a string containing any error messages. If there are no error messages, the string is blank.

Scripting

61

RJSPreProcessExitProgram

This function is called after you click Check-In but before the document is checked in to WebDocs. With this function, you can script a program to determine document characteristics like Title, Folder, index-key values, Document Type, and workflow processes.

Public Function RJSPreProcessExitProgram(sDocTitle As String, _ sDocFlr1 As String, _ sDocFlr2 As String, _ sDocFlr3 As String, _ sDocFlr4 As String, _ sDocFlr5 As String, _ sKey1 As String, _ sKey2 As String, _ sKey3 As String, _ sKey4 As String, _ sKey5 As String, _ sKey6 As String, _ sKey7 As String, _ sKey8 As String, _ sKey9 As String, _ sKey10 As String, _ sDocType As String, _ sSelectedWorkflowCode As String, _ sSelectedWorkflowClassID As String, _ sSelectedWorkflowPriorityID As String) As String


1 Document Title from RJS Imaging Scan Workstation. This parameter is input only. It is not returned.













62







18 Document Routing/Workflow process code.

19 Workflow Class ID. This parameter is only used with Enterprise Workflow.

20 Workflow Priority ID. This parameter is only used with Enterprise Workflow.

Returns

This function returns a string containing any error messages. If there are no error messages, the string is blank.

RunAfterOCR

Note: To run this procedure you must first create an OCR mask.

This function is called after you click Extract OCR . The data captured in the OCR zones call AfterZoneAnalyze. After AfterZoneAnalyze runs, you can manipulate the data again using RunAfterOCR.

Public Function RunAfterOCR(iFieldIndex As Integer, _ sIndexFieldValue As String, _ sDocTypeDesc As String, _ sDocFolderDesc As String, _sDocTitle As String, _ sIndexFieldValue1 As String, _ sIndexFieldValue2 As String, _ sIndexFieldValue3 As String, _ sIndexFieldValue4 As String, _ sIndexFieldValue5 As String, _ sIndexFieldValue6 As String, _ sIndexFieldValue7 As String, _ sIndexFieldValue8 As String, _ sIndexFieldValue9 As String, _ sIndexFieldValue10 As String, _ sDocType As String, _ sFolder1 As String, _ sFolder2 As String, _ sFolder3 As String, _ sFolder4 As String, _

Scripting

63

sFolder5 As String, _ sArrGlobalVariables() As String) As Variant


1

Index-key number from RJS Imaging Scan Workstation.

Note: This parameter will always contain 0.

2

Current Index-key value from RJS Imaging Scan Workstation.

Note: This parameter will always contain the Document Type description.


4 Folder description from RJS Imaging Scan Workstation.

5 Title/Desc from RJS Imaging Scan Workstation.


















64


22

An incoming array of global-work variables.

If this function uses these variables, refer to positions (20-120) as needed. RJS Software designed this parameter this way for consistency since any data returned is in the return variant array in positions (20-120) of lcarrFieldValues.

Returns

This function returns a variant array containing all index-key values, whether modified or not. Positions 20-120 are saved as globals and get passed back into this function on each call.

RunIndexFieldClick

This function is called after you choose a value for an index key with an index-key drop-down arrow. To run the RunIndexFieldClick function automatically when you leave an index-key field, see Execute "RunIndexFieldClick" When Index Field Loses Focus.

Public Function RunIndexFieldClick(iFieldIndex As Integer, _ sIndexFieldValue As String, _ sDocTypeDesc As String, _ sDocFolderDesc As String, _ sDocTitle As String, _ sIndexFieldValue1 As String, _ sIndexFieldValue2 As String, _ sIndexFieldValue3 As String, _ sIndexFieldValue4 As String, _ sIndexFieldValue5 As String, _ sIndexFieldValue6 As String, _ sIndexFieldValue7 As String, _ sIndexFieldValue8 As String, _ sIndexFieldValue9 As String, _ sIndexFieldValue10 As String, _ sDocType As String, _ sFolder1 As String, _ sFolder2 As String, _ sFolder3 As String, _ sFolder4 As String, _ sFolder5 As String) As Variant


1 Index-key number from RJS Imaging Scan Workstation.

2 Current index-key value from RJS Imaging Scan Workstation.



Scripting

65



















Returns

This function returns a variant array containing all index-key values, whether modified or not.

Note: The incoming iFieldIndex will be 0 for Doc Type, 1 for Doc Folder, 2 for Doc Title, 3 for Keyword 1, 4 for Keyword 2, 5 for Keyword 3, and so on, up to 12 for Keyword 10. iFieldIndex tells you which field was just clicked so you can use it in your logic. You can use the fi* constants instead of the numeric values.

RunIndexFieldLookup

This function is called after you type information in an index key. With this function, you can query a database to look up information that corresponds with what you entered in the index key. To query a

database, click Run next to the field in which you typed information.


66

A dialog box, similar to the one shown below, displays.

You can customize these search dialog boxes with the RunIndexFieldLookup function. For more information on customizing search dialog boxes or creating your own, contact RJS Software.

Public Function RunIndexFieldLookup(iFieldIndex As Integer, _ sIndexFieldValue As String, _ sDocTypeDesc As String, _ sDocFolderDesc As String, _ sDocTitle As String, _ sIndexFieldValue1 As String, _ sIndexFieldValue2 As String, _ sIndexFieldValue3 As String, _ sIndexFieldValue4 As String, _ sIndexFieldValue5 As String, _ sIndexFieldValue6 As String, _ sIndexFieldValue7 As String, _ sIndexFieldValue8 As String, _ sIndexFieldValue9 As String, _ sIndexFieldValue10 As String, _ sDocType As String, _ sFolder1 As String, _ sFolder2 As String, _ sFolder3 As String, _ sFolder4 As String, _ sFolder5 As String) As Variant




3 Document Type description from RJS Imaging Scan Workstation. Do not enter the actual Document Type name.

4 Folder description from RJS Imaging Scan Workstation. Do not enter the actual folder name.

Scripting

67



















Returns

This function returns a variant array containing all index-key values, whether modified or not.

Note: The incoming iFieldIndex will be 0 for Doc Type, 1 for Doc Folder, 2 for Doc Title, 3 for Keyword 1, 4 for Keyword 2, 5 for Keyword 3, and so on, up to 12 for Keyword 10. iFieldIndex tells you which field was just clicked so you can use it in your logic. You can use the fi* constants instead of the numeric values.

RunNewDocument

This function is called when you create a new document and clears the Main Viewing Area. Use it to set folders, document types, or index names.

Public Function RunNewDocument(iFieldIndex As Integer, _ sIndexFieldValue As String, _


68

sDocTypeDesc As String, _ sDocFolderDesc As String, _ sDocTitle As String, _ sIndexFieldValue1 As String, _ sIndexFieldValue2 As String, _ sIndexFieldValue3 As String, _ sIndexFieldValue4 As String, _ sIndexFieldValue5 As String, _ sIndexFieldValue6 As String, _ sIndexFieldValue7 As String, _ sIndexFieldValue8 As String, _ sIndexFieldValue9 As String, _ sIndexFieldValue10 As String, _ sDocType As String, _ sFolder1 As String, _ sFolder2 As String, _ sFolder3 As String, _ sFolder4 As String, _ sFolder5 As String, _ sArrGlobalVariables() As String) As Variant


















Scripting

69







22

An incoming array of global-work variables.

If this function uses these variables, refer to positions (20-120) as needed. RJS Software designed this parameter this way for consistency since any data returned is in the return variant array in positions (20-120) of lcarrFieldValues.

ShellExecute [Declare]


71

Maintaining RJS Imaging Scan Workstation

This section provides you with the information you need to maintain RJS Imaging Scan Workstation.

Moving RJS Imaging Scan Workstation to a New PC

Upgrading RJS Imaging Scan Workstation

Moving RJS Imaging Scan Workstation to a New PC

This topic shows you how to preserve all the settings and licenses when you move RJS Imaging Scan Workstation to a new PC. There are three steps to moving RJS Imaging Scan Workstation to a new PC:

Installing RJS Imaging Scan Workstation on the New PC

Transferring the Settings from the Old PC onto the New PC

Transferring the License from the Old PC onto the New PC

Installing RJS Imaging Scan Workstation on the New PC

Install RJS Imaging Scan Workstation on the new PC the way you normally would. For the RJS Imaging Scan Workstation installation instructions, see the RJS Software support-site article at http://support.rjssoftware.com/product/imaging-scan-workstation#install-upgrade.

Transferring the Settings from the Old PC onto the New PC

After you have installed RJS Imaging Scan Workstation on the new PC, transfer all the settings from the old version of RJS Imaging Scan Workstation onto the new PC.

1. On the old PC, copy the files for all the settings you need to transfer. Files you may need to transfer include:

All the INI files you use:

o If you are using the master INI file, you only need to copy this file. By default, the master INI file is in C:\Program Files (x86)\RJS Software\RJSIMGSCAN and has the file name RJSIMSSCAN.INI.

o If you have multiple users with different individual INI files, copy each user's INI file into the user's profile on the new PC. For each user: sign-on as that user, click Start > Run, and enter the path C:\Users\USER NAME\AppData\Local\RJS Software\Scan Workstation, where USER NAME is the user name. The user's INI file is in this folder and has the file name RJSIMGSCAN.INI.

Any desktop shortcuts and shortcut values you have created.

The scripting file, if you are using scripting. By default, the scripting file is in C:\Program Files (x86)\RJS Software\RJSIMGSCAN and has the file name RJSIMSSCAN.bas.

Any OCR masks you have created. By default, OCR masks are in C:\Program Files (x86)\RJS Software\RJSIMGSCAN\ICRMASK.



72

Any images the users have scanned that still need to be processed. By default, these images are in the CHECKIN, CHECKINAFTER, ERRORIMAGES, RESCAN, SCANAFTER, and SCANTO folders in C:\Program Files (x86)\RJS Software\RJSIMGSCAN.

2. On the new PC, paste the files into the same folder where they were stored on the old PC.

When you open RJS Imaging Scan Workstation on the new PC, RJS Imaging Scan Workstation is set up the same way it was on the old PC.

Transferring the License from the Old PC onto the New PC

After you have installed RJS Imaging Scan Workstation on the new PC and transferred the settings, transfer the license for RJS Imaging Scan Workstation from the old PC onto the new PC. Depending on whether you licensed RJS Imaging Scan Workstation on a per workstation basis or with a site license, the way you transfer the license is different.

Note: If you use RJS OCR Zone Designer with this copy of RJS Imaging Scan Workstation, you need to transfer the license for the RJS OCR Zone Designer as well. RJS OCR Zone Designer is always licensed on a per workstation basis. To transfer the RJS OCR Zone Designer license, follow the instructions below on transferring a license on a per workstation basis.

To transfer a site license, move the license file to the new PC:

1. On the old PC, open the folder where the program files for RJS Imaging Scan Workstation are stored. By default, this folder is C:\Program Files (x86)\RJS Software\RJSIMGSCAN.

2. Copy the file RJSIMGSCAN.RJS. This file should be 6k in size.

3. On the new PC, paste this file into the folder where the program files for RJS Imaging Scan Workstation are stored.

RJS Imaging Scan Workstation is now licensed on the new PC.

To transfer a license on a per workstation basis, see: http://support.rjssoftware.com/product/imaging-scan-workstation#license-information.

Upgrading RJS Imaging Scan Workstation

Upgrading RJS Imaging Scan Workstation is usually seamless. However, it is still useful to know the two types of upgrade and what each type involves. This topic tells you what you need to know about the two types of upgrade and gives you some steps to take before you upgrade RJS Imaging Scan Workstation.

Note: This topic does not provide instructions for how to upgrade RJS Imaging Scan Workstation. Instructions for how to upgrade are included with each individual upgrade.

The two types of upgrade are:

Executable Upgrade

Full Upgrade



Maintaining RJS Imaging Scan Workstation

73

Executable Upgrade

An executable upgrade uses an executable patch. With this type of upgrade, you download a ZIP file, extract an EXE file, and run the EXE file. Before you run an executable upgrade, do the following:

Back up the old RJS Imaging Scan Workstation EXE file.

If you installed RJS Imaging Scan Workstation to a location different from the default location in the installer, save the EXE file for the executable upgrade to the same location where you installed RJS Imaging Scan Workstation.

Full Upgrade

A full upgrade requires you to reinstall RJS Imaging Scan Workstation. Before you reinstall RJS Imaging Scan Workstation, do the following:

Back up the RJS Imaging Scan Workstation program folder. By default, this folder is C:\Program Files (x86)\RJS Software\RJSIMGSCAN.

If you are using Scripting, there may be compatibility issues with the new version. Contact RJS Software to discuss the upgrade with RJS Software technical support before you upgrade.

75

Troubleshooting

This section provides you with troubleshooting tips for some of the issues you might encounter while using RJS Imaging Scan Workstation.

Troubleshooting Scripting

Troubleshooting the .NET API

Troubleshooting the WebDocs - Windows Web Service

Troubleshooting OCR Issues

Troubleshooting Scripting

This topic tells you how to troubleshoot difficulties you might encounter when using RJS Imaging Scan Workstation's scripting functions. Before you begin, be aware of the following:

RJS Software strongly advises that you include your own error handling in scripts, so that users won’t encounter problems if one of your scripts breaks.

Your RJS Software maintenance contract covers problems with the RJS Scripting Editor itself but not problems with your own custom scripts.

If you are encountering problems with custom scripts, one challenge is that the debug menu in the RJS Scripting Editor can't debug issues that are dependent on RJS Imaging Scan Workstation states. The best solution is to include message boxes in your scripts:

1. Insert message boxes to break up scripts.

2. Test the script in RJS Imaging Scan Workstation to see if the script works up until the message box displays.

3. Go back to the script editor and edit the script, as necessary.

Troubleshooting the .NET API

This topic provides you with troubleshooting tips if RJS Imaging Scan Workstation is having difficulty signing in or checking in to WebDocs - iSeries Edition. For sign-in and check-in issues:

Use Telnet or iSeries Client Access to check that the iSeries connection is working.

If the connection works, there is a problem with the .NET API. To find debugging information, check the job log on the iSeries. See the RJS Software support article: http://support.rjssoftware.com/content/dotnet-api-joblog.

Troubleshooting the WebDocs - Windows Web Service

This topic provides you with troubleshooting tips if RJS Imaging Scan Workstation is having difficulty signing in or checking in to WebDocs - Windows Edition. For sign-in and check-in issues:

Respond to any error messages that display.

http://support.rjssoftware.com/content/dotnet-api-joblog


76

If no error messages display, check the event log in the Windows administrative tools on both the client system and the server system.

Troubleshooting OCR Issues

This topic provides you with troubleshooting tips if you are encountering problems when you run OCR on an image. OCR issues can occur on two levels:

The OCR extraction doesn't run.

The OCR extraction runs but doesn't find any data.

OCR Extraction Doesn't Run

If an error message displays when you try to extract OCR information, the most likely cause is that the RJS OCR Zone Designer isn't licensed. The RJS OCR Zone Designer has a separate license from the RJS Imaging Scan Workstation license.

To check if the RJS OCR Zone Designer is licensed, click: Start > All Programs > RJS Software > RJS

Imaging Scan Workstation > Licensing > RJS Scansoft OCR 15 License. The Unlock ScanSoft OCR dialog box displays and informs you if the license has expired.

To license the RJS OCR Zone Designer:

1. Record the Code Entry Number and Computer ID from the Unlock ScanSoft OCR dialog box you opened above.

2. Either call RJS Software technical support or send RJS Software an email with the Code Entry Number and Computer ID.

3. RJS Software technical support will issue you a license-authorization code.

OCR Extraction Runs but Doesn't Find Data

If the OCR extraction runs but doesn't find any data, the OCR mask may no longer be working. Often, if you change the way you scan documents (for example: changing the scanning resolution from 300 DPI to 400 DPI), the position of the OCR zones in the OCR mask may no longer match the scanned documents. To troubleshoot OCR mask issues, open the RJS OCR Zone Designer and check that the OCR mask is correct:

1. In the RJS OCR Zone Designer, open the image you are having problems extracting data from and the OCR mask you are using.

2. Test the mask.

3. Check the following:

Do all the OCR zones correctly surround the data?

Are the zones assigned to the correct index keys?

Are the OCR zones set to read the right type of data (such as text or barcode)?

Troubleshooting

77

4. Test the OCR mask again to see if it works.

5. After the OCR mask works when you test it in the RJS OCR Zone Designer, save it and try to extract the OCR data in RJS Imaging Scan Workstation again.

79

Index

.

.NET API Troubleshooting ............................................ 75

@

@@DATE ........................................................ 33 @@DATENOW ................................................ 33 @@PAGE ........................................................ 34 @@TIME ......................................................... 34

5

5250 Integrator ................................................. 27

A

Adding Text Annotation ............................................ 32

Adjusting OCR Zone .................................................... 40

After Processing Directory (Used if Direct Check-In Is Enabled) .................................... 36

AfterZoneAnalyze ............................................. 51 Annotating Text ................................................ 32

B

Barcode Barcode Separator Page .............................. 12 Creating OCR Zone ...................................... 41

Barcode Separator Page .................................. 13

C

Check-In After Processing Directory (Used if Direct Check-In Is Disabled) ......................... 36

Check-In Area .................................................... 7 Display Settings ............................................ 29

Check-In Directory ........................................... 11 Check-In to WebDocs iSeries .......................... 15 Check-In to WebDocs Windows ...................... 17 Clear Index Fields after Check-In .................... 31 Clear on Exit

After Processing Directory ............................ 36 Check-In After Processing Directory ............ 37

Close after Check-In ........................................ 31 Configuring .................................9, 10, 12, 28, 29

Display Settings ............................................ 29 Enterprise Workflow Settings ....................... 18 Error Handling .............................................. 31 General Settings ..................................... 10, 29 INI File ............................................................ 9 Input Settings ................................................ 10 Miscellaneous Settings ................................. 36 OCR Settings ................................................ 12 Scripting Settings .......................................... 28 Text Annotation Settings .............................. 32

WebDocs iSeries Settings ............................ 15 WebDocs Windows Settings ........................ 16

Contacting RJS Software Systems .................... 3 Create/Update Master INI File ........................... 9 Creating

Custom Dialog Boxes ................................... 49 Master INI File ................................................ 9 Multiple OCR Zones ..................................... 40 OCR Barcode Zone ...................................... 41 OCR Text Zone ............................................ 40 Windows Desktop Shortcuts ........................ 20

Custom Dialog Boxes ...................................... 49

D

Default Mask Directory .................................... 13 Default Values, Setting

5250 Integrator ............................................. 27 Drop-Down Lists ........................................... 26 iSeries Office Integrator ............................... 27 Windows Desktop Shortcuts ........................ 20

Direct Check-In Configuring Input for ..................................... 10 Miscellaneous Settings for ........................... 36 With WebDocs iSeries ................................. 16 With WebDocs Windows .............................. 18

Disable Leadtools Dialog Box .......................... 38 Display Index Fields ......................................... 30 Display Messages ............................................ 30 Display Scanner Dialog ................................... 11 Display Settings

Configuring ................................................... 29 Display Thumbnail Bar ..................................... 30 Document Type

Setting Default Value ................................... 21 Download VB Script from iSeries ..................... 28 Downloading Scripts from iSeries .................... 28 Drop-Down Lists .............................................. 26

Miscellaneous Settings for ........................... 36 Setting Default Values with .......................... 26

E

Editing Scripts .................................................. 47 Enable EZ Scan ............................................... 38 Enable Index Defaults ...................................... 37 Enable Input Directory Selection from Thumbnail

Bar ................................................................ 30 Enable Logging ................................................ 32 Enable Scripting ............................................... 28 Enable Signature Capture ............................... 37 Enable Text Annotation ................................... 32 Enable Zone OCR ............................................ 13 Enterprise Workflow ..................................... 2, 18

Configuring Settings ..................................... 18 Error Directory .................................................. 32


80

Error Handling .................................................. 31 Configuring Settings ..................................... 31 Error Log ....................................................... 31

Error Log .......................................................... 31 Examples

Windows Desktop Shortcuts ........................ 23 Executable Upgrade ......................................... 73 Execute ............................................................ 29 F

Folder Setting Default Value .................................... 21

Font Size .......................................................... 34 Full Upgrade ..................................................... 73 G

General Settings ........................................ 10, 29 Configuring Display Settings ........................ 29 Configuring Input Settings ............................ 10

I

Image Display Width ........................................ 30 Image Format ................................................... 12 Index Keys

Mapping in OCR Mask ........................... 40, 41 Indirect Check-In

Configuring Input for ..................................... 10 Miscellaneous Settings for ........................... 36 With WebDocs iSeries .................................. 15 With WebDocs Windows .............................. 16

INI File ................................................................ 9 Master INI File ................................................ 9

Creating ...................................................... 9 Moving....................................................... 71

User INI File .................................................... 9 Moving....................................................... 71 Viewing ..................................................... 36

Input Configuring ................................................... 10 Local Scanner ............................................... 10 Network Scanner .......................................... 10 Setting Default Value .................................... 21

Input Directory .................................................. 10 Input Queue ....................................................... 7

Display Settings ............................................ 29 Installing ............................................................. 5 iSeries Host Name/IP Address ........................ 15 iSeries Office Integrator ................................... 27 iSeries Password ............................................. 15 iSeries User ...................................................... 15

L

Licensing ............................................................ 5 Moving Licenses ........................................... 72 Troubleshooting OCR ................................... 76

Location ............................................................ 34

Log File ............................................................ 32

M

main ................................................................. 51 Make Sure the Document Page Count Matches

the Selected Documents' Total Page Count 38 Mapping

Index Keys in OCR Mask ....................... 40, 41 Miscellaneous Settings

Configuring ................................................... 36 Move Image on Error ....................................... 32 Move Original Images to After Processing Dir . 37 Moving ............................................................. 71

Images .......................................................... 71 INI File .......................................................... 71 License ......................................................... 72 OCR Masks .................................................. 71 Scripting File ................................................. 71 Settings ........................................................ 71 Windows Desktop Shortcuts ........................ 71

N

Network Scanner Configuring as Input ..................................... 10

O

OCR Adjusting Zone ............................................. 40 Configuring Settings ..................................... 12 Creating Barcode Zone ................................ 41 Creating Multiple Zones ............................... 40 Creating Text Zone ...................................... 40 Defined ........................................................... 5 Mapping Index Keys ............................... 40, 41 Moving Masks .............................................. 71 Opening Mask .............................................. 44 Saving Mask ................................................. 43 Setting Default Mask .................................... 21 Testing Mask ................................................ 44 Troubleshooting............................................ 76

OCR Zone Designer ........................................ 13 Omit Barcoded Cover Page ............................. 13 Omit Blank Pages That Are _% White ............. 14 Opening

Image for OCR Mask ............................. 40, 41 OCR Mask .................................................... 44 RJS Imaging Scan Workstation ..................... 6 RJS OCR Zone Designer ............................. 39 RJS Script Editor .......................................... 47 Scripting File ................................................. 48

Output Enterprise Workflow ..................................... 18 WebDocs - iSeries Edition ........................... 15 WebDocs - Windows Edition ........................ 16

Output (setting) ................................................ 14

Index

81

R

Refresh Folders, Document Types, and Index Descriptions when Scan Workstation Opens With WebDocs - iSeries ................................ 16 With WebDocs - Windows ............................ 18

Rescan Directory .............................................. 37 Resolution ........................................................ 12 Return Control to iSeries Office Integrator on

Check-In ....................................................... 38 RJS Imaging Scan Workstation ......................... 5

Interface Areas Defined .................................. 6 RJS OCR Zone Designer ................................. 39

Opening ........................................................ 39 Opening an Image with ........................... 40, 41

RJS Script Editor .............................................. 47 Opening ........................................................ 47

RJS Software Systems .................................. 1, 3 Contacting ...................................................... 3 Technical Support ........................................... 3

RJSADODatabaseLookup ............................... 53 RJSADODBMultipleRecordLookup .................. 57 RJSADODBSingleRecordLookup .................... 58 RJSExtractWordfromSubstring ........................ 59 RJSGet5250FieldFromCursor ......................... 59 RJSGet5250ScreenField ................................. 59 RJSPostProcessExitProgram .......................... 59 RJSPreProcessExitProgram ............................ 61 Routing Definition

Setting Default Value .................................... 21 RunAfterOCR ................................................... 62 RunIndexFieldClick .................................... 29, 64 RunIndexFieldLookup ...................................... 65 RunNewDocument ........................................... 67 S

Saving OCR Mask .................................................... 43

Sax Basic Language ........................................ 48 Scanner

Configuring as Input ..................................... 10 Script File ......................................................... 28 Scripting

Compatibility with Upgrades ......................... 73 Configuring Settings ..................................... 28 Custom Dialog Boxes ................................... 49 Downloading from iSeries............................. 28 Editing Scripting File ..................................... 47 Location of Scripting File .............................. 28 Moving Scripting File .................................... 71 Opening Scripting File .................................. 48 Troubleshooting ...................................... 73, 75 VB Script Upload Utility ................................ 28 Windows Functions ...................................... 50

Select Scanner Driver ...................................... 11 Separator Page, Barcode ................................. 12

Settings Enterprise Workflow ..................................... 18 Error Handling .............................................. 31 General ................................................... 10, 29 INI File ............................................................ 9 Input ............................................................. 10 Miscellaneous ............................................... 36 Moving .......................................................... 71 OCR ............................................................. 12 Scripting ....................................................... 28 WebDocs - iSeries Edition ........................... 15 WebDocs - Windows Edition ........................ 16

ShellExecute [Declare] .................................... 69 Show Only Defined Index Keys ....................... 31 Sort Local Index Lookup List Alphabetically .... 37 Support .............................................................. 3 T

Technical Support .............................................. 3 Temporary File Prefix ...................................... 37 Testing OCR Mask ........................................... 44 Text Annotation .......................................... 33, 34 Text Annotation Settings

Configuring ................................................... 32 Title

Setting Default Value ................................... 21 Troubleshooting ................................................. 3

.NET API ...................................................... 75 OCR ............................................................. 76 Scripting ................................................. 73, 75 Scripting Compatibility .................................. 73 Technical Support .......................................... 3 Windows Web Service ................................. 75

U

Upgrading ........................................................ 72 Executable Upgrade ..................................... 73 Full Upgrade ................................................. 73

Use Barcode Page Only as Separator Page ... 13 Use JPEG TIFF Compression for Color

Documents ................................................... 38 User Guide ......................................................... 2 Using Enterprise Workflow .............................. 19 V

VB Script Upload Utility .................................... 28 Version ............................................................... 2 View Settings File ............................................ 38 View TIFF Files with Default Application ......... 31 Viewing Area ...................................................... 6

Display Settings............................................ 29 Viewing User INI File ....................................... 36

W

WebDocs - iSeries Edition ................................. 2 Configuring Settings ..................................... 15


82

Troubleshooting .NET API ............................ 75 WebDocs - Windows Edition .............................. 2

Configuring Settings ..................................... 16 Troubleshooting Windows Web Service ....... 75

WebDocs iSeries URL ..................................... 16 WebDocs Password ......................................... 17 WebDocs Search URL ..................................... 16 WebDocs User

With WebDocs - iSeries ................................ 16 With WebDocs - Windows ............................ 17

WebDocs Windows URL .................................. 17 Windows Desktop Shortcuts ............................ 20

Creating ........................................................ 20 Default Values .............................................. 21 Examples ...................................................... 23

Moving .......................................................... 71 Windows Functions in Scripting ....................... 50 Windows Web Service

Troubleshooting............................................ 75 Workflow Admin URL ....................................... 19 Workflow Password ......................................... 19 Workflow User ID ............................................. 19 Workflow Web Service URL ............................ 19 Workflow Work Basket URL ............................ 19

X

X Location ........................................................ 34

Y

Y Location ........................................................ 34