Oracle Document Capture

Hisham A Moneim ECM Team Leader – egabi Solutions

Contents

History and DefinitionConfiguration stepsTest the Configuration

History and Definition 1/2

On 16-JAN-2008 Oracle acquired Captovation, a leading provider of document capture solutions.Document Capture is the process of importing documents and information through capture devices in an EDMS.Document capture may be performed using a variety of technologies, including document scanners, digital copiers, fax machines, cameras and electronic forms.

History and Definition 2/2

Oracle offers two solutions, Oracle Document Capture and Oracle Distributed Document Capture, that streamline the capture process of paper and electronic documents. Oracle Document Capture supports high volume production scanning from a central location while Oracle Distributed Document Capture provides a user-friendly web interface that allows distributed enterprises to easily capture images from remote locations.

Configurations – Batch Setup 1/4

The first time you run Oracle DC after installation you have to set Capture Batch Setup

You can also access it form System > Batch Setup menu

Set the paths of batch and commit folders

Configurations – Batch Setup 2/4

To set the Capture Database as an Oracle Database choose “Other Database Platform” then Configure

Then click on Configure DB Connection

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Configurations – Batch Setup 3/4

Choose Oracle Provider for OLE DB then Next

Enter the DB name on the Data Source field

Enter the username and password then test the connection.

Press OK

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Configurations – Batch Setup 4/4

Click on Initialize DB

Enter admin username and password then Ok

Choose Capture_ORACLE.sql

located under the DC folder

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Configurations – File Cabinet 1/5

Form Admin > File Cabinets menu

Click on new Cabinet “a sun icon”

Enter the File Cabinet Name and then Ok

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Configurations – File Cabinet 2/5

Add fields for the new File CabinetClick add on the File Cabinet WindowEnter the Field name, type and click OkRepeat to create more fields

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Configurations – File Cabinet 3/5

Right click on Commit Profiles, New Commit Profile then Enter Commit Name

Choose Oracle UCM Commit Driver to let DC to commit the outputs to UCM then Configure

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Configurations – File Cabinet 4/5

Enter username, password and Cgi URL of the UCM Server, then login

On Check-In tab type the required Document Title, choose the other default values

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Configurations – File Cabinet 5/5

On Field Mapping tab, map between CS and Capture Fields

Configurations – Index Profiles 1/2

Form Indexing > Manage Index Profiles

Click on New to add new Index Profile

Type the name, choose file cabinet

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Configurations – Index Profiles 2/2

On Fields tab choose all required batch fields

Click Save

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Configurations – Zone Editor 1/2

From Indexing > Zone Editor

Choose the Index Profile and click open

Choose an image which will act as a sample image

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Configurations – Zone Editor 2/2

From Indexing > Zone Editor

Choose the Index Profile and click open

Choose an image which will act as a sample image

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Configurations – Scanning Profile 1/2

From Scanning > Manage Scan ProfilesChoose to create new scan profileEnter the Profile Name, Batch Prefix and choose the File Cabinet then save

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Configurations – Scanning Profile 2/2

On Image Source choose from scanner or from disk

On Noise Removal node choose to remove noise (if required)

Save

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Test the configuration 1/3

To test your work

From Scanning > Batch Scanning

Choose Batch Profile then Scan

Choose the image

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Test the configuration 2/3

Form Indexing > Batch Indexing

Choose the Batch and click select

Enter the index value or it can be automatically retrieved or select the required area using the right click

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Test the configuration 3/3

Click commit to save to UCM