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Topics

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Logging InSupported Web Browsers

IE 7 & 8

Firefox 3.6

URL

http://<Localhost>:<port>

Password

Setup Guide

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Login Menu Bar

Create New Rule

Delete Rule

Change Password

Log Out

Save (Changes)

Stop/Start Service

View Daily Log

Help!

Server SettingsServer Settings

Server Settings – General

Device Lock, @ Substitute, Administrator’s Email, File/Page Count

Server SettingsServer Settings

Server Settings – Advanced

SMTP (SSL/TLS settings are automatically detected), Polling Frequency and Timeout

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Process Rules

What are Process Rules?

Types of Process Rules:

Folder (FileIn)

Email (EmailIn)

Batch (BatchIn)

Process Rule Limit

Process RulesProcess Rules

Folder Rule

What is a Folder Rule?

Folder Rule Settings:

Input Path

Idle Time

Use Lookup / Process

Filename Format

Output Type

Path

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Email Rule

What is a Email Rule?

Email Rule Settings:

Inbox

Whitelist

Idle Time

Filename Format

Output

Process RulesProcess Rules

Batch Rule

What is a Batch Rule?

Batch Rule Settings:

Input Path

contains Batch folders

Idle Time

Filename Format

Users

Formats

Process RulesProcess Rules

OCR Settings

Page Splitting - Page and Barcode

Format and Language - Auto Rotation, Format and Language

PDF Security - Encryption Level, Passwords, Version and Restrictions

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Lookup Rules

What are Lookup Rules?

Created to replace the old Group.cfg configuration method

Applies to Folder Rules only

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Filename Configuration

Filename{language}{format}{filename format}{delivery}{splitting}.pdf

Empty or missing brackets will defer that setting to the next available configuration

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Hierarchy

XML (Highest)

Filename

Folder/Lookup

Batch/Email

Base (Lowest)

TaskTask

Tasks

Setup Process Rule to MFD File_Share.

Create Template Group Using Filename Configuration create 3 Templates to MFD Share for PDF3, DOC & XLS.

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Item Name Description language The languages used in the source document.

format The output format required. delivery How to deliver the converted document filename How to generate the output file name splittype How to split the converted document (split by page or barcode) splitat Supporting value for the split type

deliveryaddress The address to deliver the document to deliverysecurity Authentication details for delivery

Note: Field name parsing is case-sensitive.

XML Configuration (MetaScan)

Below are the common XML fields:

Meta Scan FieldsMeta Scan Fields

Sample eBX XML files:

<user_input> <field1 name="email">sreid@tapdsf.com.au</field1> <field2 name="format">PDF3</field2> <field3 name="splittype">p</field3> <field4 name="splitat">3</field4> <field5 name="filename">Page_Value_Split-%DD-%MM-%YY_%HH%mm%SS</field5> <field6 name="delivery">email</field6> <field7 name="deliveryaddress">$email$</field7> <field8 name=""></field8>

<user_input> <field1 name="client">stureid</field1> <field2 name="tfn">54213254</field2> <field3 name="doctype">Invoices</field3> <field4 name="filename">$tfn$_$doctype$_%DD-%MM-%YY_%HH-%mm-%SS</field4> <field5 name="format">PDF3</field5> <field6 name="delivery">folder</field6> <field7 name="deliveryaddress">c:\Accounting\$client$\$tfn$\$doctype$</field7> <field8 name=""></field8>

<user_input> <field1 name="format">PDF3,$enc$$fac$,$mpass$,$upass$</field1> <field2 name="enc">l</field2> <field3 name="fac">cmp</field3> <field4 name="mpass">123456</field4> <field5 name="upass">123</field5> <field6 name="delivery">folder</field6> <field7 name="deliveryaddress">c:\Secure_PDF\</field7> <field8 name="filename">$name$_%DD-%MM-%YY_%HH-%mm-%SS</field8> <field9 name="name">testchart</field9> <field10 name=""></field10>

Archiving

Encryption

Accounting

Delivery ItemDelivery Item

<field1 name="delivery">{delivery code}</field1>

Where:

• email - for delivery via email• ftp - for delivery via ftp• folder - for delivery to a network folder

<field1 name="delivery">email</field1>

In eBX/eB3 MFDs:

Delivery Address ItemDelivery Address Item

<field1name="deliveryaddress">{address format}</field1>

<field1 name="delivery">email</field1><field2 name="deliveryaddress">$email name$@domain-name.com</field2>

Email delivery

<field1 name="delivery">ftp</field1><field2 name="deliveryaddress">10.5.1.5\MetaScan</field2>

FTP Delivery

<field1 name="delivery">folder</field1><field2 name="deliveryaddress">C:\Re-Rite\MetaScan_Output</field2>

Folder Delivery

{format code}{format code}

Document Type CodeText PDF PDF1 PDF with low confidence substitutions PDF2 Image on text PDF PDF3 Rich Text Format RTF Microsoft Excel XLS Hyper Text Markup version 4.0 HTML Microsoft Word Document DOCTab separated data (ANSI) TAB1 Tab separated data (UNICODE) TAB2 Comma separated data (ANSI) CSV1 Comma separated data (UNICODE) CSV2 Text file (Line break per line - ANSI) TXT1 Text file (Line break per line - UNICODE) TXT2 Text file (Line break per paragraph - ANSI) FTXT1 Text file (Line break per paragraph - UNICODE)

FTXT2

<field1 name="format">{format code}</field1>Example <field1 name="format">PDF3</field1>

Filename ItemFilename Item

<field7 name="filename">{filename format}</field7>Code Description

${field name}$ custom field value %YY 4 digit year %Y 2 digit year

%MM zero padded month %M un-padded month

%DD zero padded day of month %D un-padded day of month

%HH 24 hour-clock hour %H 12 hour-clock hour

%mm zero padded minute %m un-padded minute %SS zero padded second %S un-padded second %U user name as specified in the EST XML file

%d department name as specified in the EST XML

file %P template name as specified in the EST XML file

<field7 name="filename">$field name$-%YY%MM%DD-%HH%mm%SS </field7>

{pdf settings}{pdf settings}

Permission Code40-bit RC4 Encryption l

128-bit RC4 Encryption h

Change or edit comments and form fields

a

Document Assembly s Content Copying c Page Extraction e

Filling of form fields f Changing the document m

Printing p High Quality Printing q

<field2 name="format">PDF3,hacp,{permissions password},{document open password}, {pdf version} </field2>

First letter corresponds to the encryption type/level

Succeeding letters correspond to the PDF

permissions to be enabled

<field3 name="format">PDF3,hacp,redmap,{document open password},

{pdf version} </field3>- Also known as the Owner Password - This allows the user to enable certain permissions in the output PDF

<field4 name="format">PDF3,hacp,redmap,networks,{pdf version}</field4>

- Also known as the User Password - Setting this password will stop unauthorized users from viewing the contents of the document

{document open password}

{permissions password}

Split Type ItemSplit Type Item

<field8 name="splittype">{split type format}</field8>

<field8 name="splittype">p</field8>

Split Type CodeNo Splitting n

Page Splitting p Barcode Splitting b

Split At ItemSplit At Item

<field9 name="splitat">{split at format}</field9>

<field1name="splittype">p</field1><field2 name="splitat">3</field2>

Page Splitting

<field8 name="splittype">b</field8><field9 name="splitat">12345</field9>

Barcode Splitting

Delivery Security ItemDelivery Security Item

<field15 name="deliverysecurity">{authentication format}</field15>

<field14 name="deliveryaddress">10.5.1.1</field14><field15 name="deliverysecurity">administrator|XXXX</field15>

FTP Delivery

Email delivery

<field13 name="email name">tester</field13><field14 name="domain name">redmap</field14><field15 name="password">XXXX</field15>

Sample Meta Scan TemplateSample Meta Scan Template

Archiving

Encryption

Accounting

TaskTask

Tasks

Setup MetaScan Template to Local Folder (via Share) including Fields:

Delivery Delivery Address Format File Name (with date & time)

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