Document Management Software - DocuLex

What are the black popups that are appearing on my WebSearch Server, and how how do I prevent them from occurring?

These popups are caused by the scheduled processed being run by the WSMonitor software. WSMonitor is an executable located by default in c:\inetpub\wwwroot\wsmonitor that performs maintenance processes necessary for WebSearch to operate. You can prevent these popups from occurring by having WSMonitor run under a different account than the one you normally use while logged in on the server. Two examples are explained below:

WebSearchSchedulerSetup.exe

  1. Create a new local or domain account with local administrative rights
  2. Run WebSearchSchedulerSetup.exe, which is normally located in c:\inetpub\wwwroot\wsmonitor.
  3. Specify the new account information created in step 1, then select the OK button.

Manually specifying account information

  1. Create a new local or domain account with local administrative rights
  2. Open the Windows Scheduled Tasks folder (Control Panel > Scheduled Tasks)
  3. Edit the properties of each WebSearch task so that it uses the new account created in step 1.
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How fast should the scanning/printing/OCR/PDF/Endorsing process be?

There are many variables that control the speed of different attributes of the DocuLex software. We have included a few hints below to help you get the most from your software.

Scanning:
Different scanners have different rated scan speed. Many scanner manufacturers quote rated speed of a production scanner by scanning low-DPI (200 DPI, for instance) images in binary (pure black & white) format. Scanning at a higher DPI will tend to reduce the number of pages per minute (ppm) that a scanner is capable of. Also keep in mind that scanner manufacturers often quote both pages per minute (ppm) and images per minute (ipm) with duplex scanners. A duplex scanner capable of 50 ppm is often capable of scanning 100 images per minute, but only if both sides of the page are being imaged. The rated speeds of most production scanners are available on the web site of the scanner’s manufacturer.

Printing:
As with scanners, different printers have different rated speeds that are usually quoted at printing at a low resolution. DocuLex recommends printing at the same DPI of the images that are being printed through our software. For instance, if images have been scanned at 300 dpi, they should be printed at 300 dpi to achieve the highest print speed possible. Some print drivers do not allow the DPI setting to be changed, though many PCL drivers are interchangeable from one printer manufacturer to another, which allows the user to print to a printer from a driver that will allow such a setting.

OCR:
Many factors such as processor speed and RAM will affect the speed of the OCR process. On today’s ‘average’ machine, DocuLex software will OCR between 400-800 pages an hour (8.5×11 images, 300 dpi, average letter text). Our OCR engine is optimized for 300 dpi images, images at a lower or higher resolution may affect OCR speed and/or quality.

PDF:
The PDF process includes the OCR process mentioned above when OCR data is being included in the PDF file. PDF images with included OCR will achieve approximately the same pages per hour as mentioned above. PDF files created without OCR will be created on the average of 4000 images an hour.

Endorsing:
The DocuLex endorsement process creates a small border below the bottom edge of the image and places the endorsement into this border. The endorsement process will create around 4000 endorsed images per hour.

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After installing WebSearch4, I launch the program from the shortcut and receive the error “Server Error in ‘/WebSearch4’ Application. Parser Error”. How do I fix this error?

This is usually an indication that the website is using the wrong version of .NET. Go to Start > Control Panel > Administrative Tools > Internet Information Services. Select the Default website, right click and select Properties. Select the ASP.Net tab and change the .NET to v2.0.

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My 2-D barcodes are printing backwards. How do I correct this?

This issue is fairly common when using lower-end printers. To resolve the issue, open the goby.ini file located in c:\windows  and include the following two lines:

[Print]
invertBMP=1

This will cause the 2-D barcode image to be swapped when printing your Goby Recognition forms. Keep in mind that this change will affect all printers on your system, if some printers are currently printing properly making this change will cause them to print the 2-D barcode backwards.

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I am receiving the error “2-D Barcode Read Error”. How do I correct this?

This error is most often caused by the 2-D barcodes printing improperly on your Goby recognition sheet. Click Here to see a common resolution to this error.

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I am receiving a “Registration Mark read error”. How do I correct this?

This error is most often caused by image quality issues from the scanning device. Depending on the settings that are being used, the scans may have large amounts of white “stippling” (tiny dots) within the registration marks on the Goby Profile Form (the four black boxes in the corners). Adjusting the scanner settings so that the scanning is being performed as “Text” or “Text/OCR” will usually resolve this error.

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Goby Monitor crashes immediately when the program is started. How do I correct this?

The Goby Monitor software is designed to process Group IV (MMR) Tiff images and 24-bit JPEG images. Sending an invalid image format (such as an LZW Tiff or 8-bit JPEG) may cause the program to fail. Usually you can modify the settings of your scanning device to prevent this error from occurring.

If you are not sure of the format of the images that you are processing via Goby, contact DocuLex Product Support via support@doculex.com with an attached image that is causing the software to fail, and we will check the image format to be sure that it is valid.

You can also check the image format yourself using third-party software such as Irfanview.

Removing the problem image from the input folder that Monitor is watching should resolve the crashing issue on start up.

 

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How do I maintain all of my thread settings when upgrading to a new version of Goby Monitor?

Thread settings for Goby Monitor are stored in the monitor.ini file located in the install destination folder which by default is c:\Program Files\DocuLex\Goby\Common of the machine running the Goby Monitor software. Create a backup of this file before upgrading Goby Monitor. After performing the upgrade, be sure to register the software before restoring the monitor.ini file.

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I’m receiving duplicate PDF files? What causes this?

Check both your Goby Profile Form settings and Goby Monitor Thread settings to make sure that you are not specifying output destinations in both places. If an output destination is specified in both locations, two PDF files will be created.

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Can I use DocuLex Goby to process existing files without printing them and scanning them?

There are a variety of options available for processing existing files without printing them and scanning them.

The Goby Profiler software has the capability of the Electronic File Capture (EFC) of certain Microsoft Office Documents (currently Word, Excel, and Outlook). This feature allows you to capture documents in their native format, apply field information using the Goby Profiler software, and process the documents using the Goby Monitor software.

Goby Profiler also has a “Send To” option that allows you to send any document to Goby Profiler by right-clicking on the file in Windows Explorer and selecting Send To > Goby Profiler from the context menu.

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Is there a limitation to the number of entries I can include in a Goby Profile form dropdown list?

Yes, v4 of Goby Profiler is limited to 50 items in a single dropdown list. V5.1 and higher of Profiler is limited to 150 items in a single dropdown list when using the Value List option for data entry.

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The Goby EFC plugin button located in my Micosoft Office product is blank, how do I correct this?

In order to correct this issue, you must unregister and then re-register the Goby EFC plugin. The steps are located below:

To unregister Goby.dll:
From the Start menu, select Run.
Within the Run dialog, enter regsvr32 /u “C:\Program Files\DocuLex\Goby\Common\Goby.dll”

To register Goby.dll:
From the Start menu, select Run.
Within the Run dialog, enter regsvr32 /s “C:\Program Files\DocuLex\Goby\Common\Goby.dll”

You will probably need to browse back to the Goby.exe file one time after opening each MS product.

Note: If Goby is not installed in the default location, you will need to modify the paths above so that you are pointing to the correct location.

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Is it possible to get around the 5000 page per PDF limitation in Goby Monitor?

Adding the following two lines to the monitor.ini file will allow you to create PDF files larger than 5000 pages.

[MaxPageCount]
pdf=9999

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After installingWebSearch4, I launch the program from the shortcut and receive the error “<% page language="'c#" inherits=WebSearch4.Migrated_index, WebSearch4_deploy" validaterequest="false"...>“. How do I fix this error?

This error is usually an indication that .NET v2.0 is not installed or it is not registered. To register .NET select Start > Run and type in cmd and select Ok. At the command prompt change the directory to c:\windows\Microsoft.net\Framework\v2.0.5072. Type aspnet_regiis –i at the prompt, which will result in messages displaying that .NET is being registered.

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How do I install the drivers for a Kofax-based scanner?

Professional Capture / Office Capture
The Kofax Driver must be chosen during the installation of the software. After the software is installed, you can choose to switch to the Kofax Autoscan by selecting Scan > Select Scanner from the menu.

DocuLex Legacy Software
The Kofax version of Autoscan can be found in the Autoscanvideo folder of your DocuLex software installation CD. In addition to installing the DocuLex Autoscan, you must also install the proper Kofax Image Controls software for the scanner. More information about Kofax scanner support can be found on the Kofax web site at www.kofax.com.

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My Bookmark or Mark Detection forms are printing improperly, what settings should I use?

DocuLex recommends the following settings for optimum printing of Mark Detection forms from a laser printer:

  • Use a PCL driver manufaturerd for the printer being used
  • In the printer settings, set the graphics type to raster (not vector)
  • In the printer settings, set the font settings to ‘print as raster’ or ‘print as graphics’
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When I run the program I receive the error ‘LoadLibrary Failed’, what does this mean?

This error will occur with the DocuLex TwainScan driver when the manufacturer’s TWAIN datasource has not been installed. The TWAIN datasource for a scanner can generally be found on installation discs that come with the scanner, or also on the manufacturer’s web site.

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How do I maintain all of my thread settings when upgrading to a new version of Goby Monitor?

Thread settings for Goby Monitor are stored in the monitor.ini file located in the C:\Program Files\DocuLex\Goby\Common folder of the machine running the Goby Monitor software. Create a backup of this file before upgrading Goby Monitor. After performing the upgrade, be sure to register the software before restoring the monitor.ini file.

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When I run the program I receive the error ‘scanner.dll not found’, what do I do?

This error is usually encountered when the captpro.ini or captofc.ini files located in the c:\Windows folder have been deleted. To correct this issue,  select Scan /Select Scanner from the menu in the program and choose the appropriate scanner driver.

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How do I create a job setup utilizing Zonal OCR?

Please click HERE to view all Zonal OCR FAQs.

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When I run the program I receive the error ‘Scanner not found’, what do I do?

This error is generally encountered when the scanner is not showing up as an Imaging Device in the Device Manager. Be sure that the scanner is powered on and that the manufacturer’s Twain driver is installed.

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My Bookmark or Mark Detection forms are printing improperly, what settings should I use?

DocuLex recommends the following settings for optimum printing of Mark Detection forms from a laser printer:

  • Use a PCL driver manufaturerd for the printer being used
  • In the printer settings, set the graphics type to raster (not vector)
  • In the printer settings, set the font settings to ‘print as raster’ or ‘print as graphics’
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What is the format of the ‘DocuLex Import Format’?

The ‘DocuLex import format’ or ‘User created import file’ is of the following format:

“pagename1″,”path to tiff1″,”doc break”,”batch label”
“pagename2″,”path to tiff2″,”doc break”,”batch label”
“pagename3″,”path to tiff3″,”doc break”,”batch label”
“pagename4″,”path to tiff4″,”doc break”,”batch label”
“pagename5″,”path to tiff5″,”doc break”,”batch label”
etc.

For instance, a four page batch broken into two documents might have the import file below:

“ABC001″,”\001\0000001.tif”,”Y”,”batch1″
“ABC002″,”\001\0000002.tif”,”N”,”batch1″
“ABC003″,”\001\0000003.tif”,”Y”,”batch1″
“ABC004″,”\001\0000004.tif”,”N”,”batch1″

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I have weird characters (#,%,@) in my pagename, how can I correct this?

The most common cause of this error is something stopping a renumber process in Control. In order to prevent this error, it is best to make a backup of the DocuLex tables before performing any extensive renumbering processes. In most cases, DocuLex Support can correct the problems with the tables.

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When I run the program I receive the error ‘Crypto Box not found’, what do I do?

This error is most commonly caused by the Dongle (Crypto Box) not being directly attached to the parallel port or USB port of the PC.

If the error is encountered while the Dongle is attached, the likely cause  for a parallel Dongle is either: an improperly configured parallel port, a faulty parallel port, or a faulty Dongle. The parallel port may need to be configured as an ECP port in the BIOS of the computer for the Dongle to be properly recognized.

For a USB Dongle, the causes might include missing Dongle drivers or a faulty Dongle.

More information on Dongles can be found in the Dongles portion of the DocuLex FAQ.

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When I run the program I receive the error ‘Installation did not register drivers’, what do I do?

The ‘Dongle’ that is used with DocuLex scanning software requires that certain drivers be installed. In order for the drivers to be properly registered by the installation program, the installation program must be run by a user who is logged in as an Administrator on the station. If this does not correct the issue, the user can also install the latest ‘CBSetup’ patch provided by our dongle manufacturer, which can be found on the Marx Crypto-Box web site at www.dongles.com.

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How fast should the scanning/printing/OCR/PDF/Endorsing process be?

There are many variables that control the speed of different attributes of the DocuLex software. We have included a few hints below to help you get the most from your software.

Scanning:
Different scanners have different rated scan speed. Many scanner manufacturers quote rated speed of a production scanner by scanning low-DPI (200 DPI, for instance) images in binary (pure black & white) format. Scanning at a higher DPI will tend to reduce the number of pages per minute (ppm) that a scanner is capable of. Also keep in mind that scanner manufacturers often quote both pages per minute (ppm) and images per minute (ipm) with duplex scanners. A duplex scanner capable of 50 ppm is often capable of scanning 100 images per minute, but only if both sides of the page are being imaged. The rated speeds of most production scanners are available on the web site of the scanner’s manufacturer.

Printing:
As with scanners, different printers have different rated speeds that are usually quoted at printing at a low resolution. DocuLex recommends printing at the same DPI of the images that are being printed through our software. For instance, if images have been scanned at 300 dpi, they should be printed at 300 dpi to achieve the highest print speed possible. Some print drivers do not allow the DPI setting to be changed, though many PCL drivers are interchangeable from one printer manufacturer to another, which allows the user to print to a printer from a driver that will allow such a setting.

OCR:
Many factors such as processor speed and RAM will affect the speed of the OCR process. On today’s ‘average’ machine, DocuLex software will OCR between 400-800 pages an hour (8.5×11 images, 300 dpi, average letter text). Our OCR engine is optimized for 300 dpi images, images at a lower or higher resolution may affect OCR speed and/or quality.

PDF:
The PDF process includes the OCR process mentioned above when OCR data is being included in the PDF file. PDF images with included OCR will achieve approximately the same pages per hour as mentioned above. PDF files created without OCR will be created on the average of 4000 images an hour.

Endorsing:
The DocuLex endorsement process creates a small border below the bottom edge of the image and places the endorsement into this border. The endorsement process will create around 4000 endorsed images per hour.

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What SCSI cards are supported with DocuLex software?

DocuLex has tested our software with the following SCSI cards:

  • Adaptec AHA-2930
  • Adaptec AHA-2940
  • Adaptec AHA-2940 Ultra
  • Adaptec 29160
  • Adaptec SlimSCSI 1480
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What Kofax cards are supported with DocuLex software?

DocuLex supports the Kofax Adrenaline 850 and 1700 cards.

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Is there a mailing list that notifies users when new products are released?

Yes, users are notified when we have a new version release via email and standard mail.  If you are not receiving information on the new releases, you can sign up by sending an email to lmcdonald@doculex.com.  Also, check your spam filter and verify that the email notifications are not being sent to your spam folder.

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When I run the program I receive the error ‘WinASPI.dll not found’, what do I do?

DocuLex scanning software requires the use of the drivers provided with the Adaptec ASPI layer. These drivers can be found in the downloads section of the Adaptec web site at www.adaptec.com. Be sure to install the latest drivers for your operating system to ensure proper scanner operation.

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What are the system requirements for DocuLex Software?

The system requirements for the different DocuLex products may be found on the product pages.

DocuLex Professional Capture/Office Capture/IP Studio/Goby Capture:

 http://www.doculex.com/products/archive-studio/goby-capture/capture-requirements/

DocuLex WebSearch:
http://www.doculex.com/products/archive-studio/websearch/websearch-requirements/

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How do I tell the difference between a job and a batch?

Open the job or batch in Windows Explorer. If the directory contains volume5.dbf and volume5.cdx it is a job. If the directory contains volumeid.txt then it is a batch. A batch that has had images scanned into it will also contain image folders and *.tif or *.jpg images.

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What is the difference between a job and a batch?

A job contains the naming structure for pages that will be scanned and contains all the rules and requirements that should be followed during scanning.

A batch contains the actual images and tables documenting which images you have scanned.

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Is my scanner or multifunction device supported by DocuLex software?

Please visit our Scanner/Copier Support page for more information.

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How can I reach DocuLex Support?

Please visit our Contact Support page for more information.

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What image formats are supported by DocuLex software?

Version 6+ of DocuLex Software supports the following image formats:

Scanning:

  • Group 4 Single Page Tiff (*.tif)
  • JPEG (*.jpg)

Importing:

  • Group 4 Single Page Tiff (*.tif)
  • Group 4 Multi page TIFF (*.tif)
  • JPEG (*.jpg)

OCR:

  • Group 4 Single Page Tiff (*.tif)
  • Group 4 Multi page TIFF (*.tif) (after import)
  • JPEG (*.jpg)

PDF Image+Text:

  • Group 4 Single Page Tiff (*.tif)
  • Group 4 Multi page TIFF (*.tif)
  • JPEG (*.jpg)

Endorsing:

  • Group 4 Single Page Tiff (*.tif)
  • Group 4 Multi page TIFF (*.tif) (after import)

Printing:

  • Group 4 Single Page Tiff (*.tif)
  • Group 4 Multi page TIFF (*.tif) (after import)
  • JPEG (*.jpg)

Exporting:

  • Group 4 Single Page Tiff (*.tif)
  • Group 4 Multi page TIFF (*.tif)
  • JPEG (*.jpg)
  • PDF Image Only
  • PDF Text Only
  • PDF Image+Text
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Why is inserting a scanned page slow?

The insertion process in DocuLex software also involves a renumbering process. In a large batch, many pages may have to be renumbered in order for the insertion to take place. In some cases, this will cause the program to appear to ‘freeze’ while performing the renumbering process. It is best not to end task on the program while the renumbering process is being performed, for database corruptions may result.

In cases where a user is experiencing this effect during an insert, DocuLex Support recommends that the user make a backup of their tables before performing insertions into the batch.

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What is Blank Page Removal, how do I use it?

Blank page removal allows the user to scan a mixture of simplex and duplex documents, and have the images removed that do not contain any useful text data (for instance, the back side of a simplex page). This process happens during scan time in DocuLex software.

In order to use blank page removal, open the DocuLex scanning product (Professional or Office Capture) and click the ‘lock button’ in the top left hand corner of the Autoscan window. This will open the Main Autoscan Server window. On the Main Autoscan server menu, choose Commands\Image Processing settings and then select the Blank Page Removal tab.

Setting the back side of the page to active will remove the blank back side of simplex pages while scanning in duplex mode. On some scanning devices it may be necessary to change the margins in the Blank Page Removal settings so that the software does not include pages that are scanned with the edges of the paper showing.

With some TWAIN drivers, it is possible (and recommended) to allow the manufacturer’s TWAIN datasource to perform Blank Page Removal. Please see the documentation of your TWAIN-based scanner to see if this option is available with your scanner.

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Can I use color paper for my Bookmark or Mark Detection pages?

Yes. We recommend the usage of lighter colored paper, pastels are preferred. A good method to test if a paper will work for mark detection is to scan a few sheets of blank paper in the color that is desired. If the scans are created as pure white, the color paper should work as well as white paper.

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I keep receiving the error ‘scanner out of paper’, yet there is paper in my scanner?

The most common cause of a ‘Scanner out of paper’ error is a paper jam in the scanner. Double check to make sure that nothing is blocking the movement of the scanner, and look for loose items (staples, paper corners, etc) inside the scanner. Also, regular servicing of a production scanner by a professional is highly recommended.

If the error is not being caused by a paper jam, the error can sometimes be caused by the SCSI cables becoming loose on the scanner. We recommend unplugging both ends of the SCSI cable and refreshing the device manager of the operating system so that the scanner no longer shows up as an imaging device, then reattaching the scanner and refreshing the device manager so that the device is found again.

A final alternative is to close the DocuLex product and clear out the DocuLex *.ini file for Autoscan (SCSIAutoscan.ini or TWNAutoscan.ini) from the Windows or WinNT folder. To clear the *.ini file, open it with Notepad and delete the contents of the file. For the Autoscan.ini, it is useful to leave the first two lines of the *.ini file, to prevent receiving the ‘scanner.dll not found’ error.

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I am receiving a solid black line on all of my images, what is causing this?

Cleaning the ADF portion of a scanner will resolve this issue. It is generally cause by an obstruction on the platen glass in the ADF portion of the scanner.

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Why aren’t my Bookmarks/Barcodes/Targets/Mark Detect Forms being read?

Check that a clean scan is being received from the scanner. If the forms are being saved as images in the document population the barcode itself is not being read, which generally is caused by poor image quality. Open the created image with an image viewer (such as the default imaging program in Windows) and zoom in on the barcode portion of the form. Things to look for include excessive stippling (white dots) in the dark areas of the barcode (caused by scanner settings), black lines running through the barcode (caused by a dirty scanner), and white lines running through the barcode (caused by a bad CCD in the scanner).

Recommendations for Mark Detect forms:

  • They must be printed on a Laser printer using a Windows print driver designed for that particular printer. We find users have more success with PCL drivers.
  • Users tend to have better success when printing at 300 DPI and scanning at anywhere from 200 – 300 dpi
  • Use heavy duty paper for your mark forms (try a 24lb or 60lb paper weight). We also see users using light colored paper have better success.
  • We suggest if difficulties are encountered, use Large Check boxes and a large permanent ink marker to mark the marks on the form (Pencil is not recommended).
  • Users find that they have more success if the scanner is maintained regularly.
  • Be sure not to move the default elements of the Mark detect form (Barcode, registration marks, etc) from their default locations.
  • Make sure that after altering the Mark Detect form that the job profile is updated on the necessary batches.
  • Make sure that there is an event in the Global events as follows (the following example assumes scanning of a MARK.frx form). Set the Event type = Barcode, the Name =MARK, the Action = Evaluate, and the Parameter = mark.frx. Remember to update the job profile of batches after any changes.

Recommendations for Bookmarks/Barcodes/Targets:

  • They must be printed on a Laser printer using a Windows print driver designed for that particular printer. We find users have more success with PCL drivers.
  • Users tend to have better success when printing at 300 DPI and scanning at anywhere from 200 – 300 dpi
  • Use heavy duty paper for your mark forms (try a 24lb or 60lb paper weight). We also see users using light colored paper have better success.
  • Users find that they have more success if they clean the scanner regularly.

Factors for scanners:

  • Please make sure that you are scanning at 200-300 DPI.
  • The contrast, brightness, and threshold settings are very important. A simple change in one or all of these can cause the success or failure of barcode or mark detection.
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All of my scan buttons are grayed out. Why can’t I scan?

This is generally caused by the Dongle/Crypto box or scanner not being detected. If an error is received that the Dongle/Crypto box is not found or the count is at 0, there are several things you can try:

  • Verify that the Dongle/Crypto box is attached to the parallel port or USB port. Make sure that the Professional Capture program is closed when removing or attaching the Dongle/Crypto box.
  • Install the drivers for the Dongle/Crypto box which can be download from our Dongle/Crypto box provider Marx at http://www.cryptotech.com/

If the scanner is not being detected try the following steps:

  • Verify that the scanner is turned on.
  • Verify that the scanner’s manufacturer driver is installed.
  • Power cycle the scanner and relaunch Professional or Office Capture.

 

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Autoscan is running but the display window is missing. What can I do to get it back?

When the Main Autoscan Server Menu does not appear, it is usually hidden behind the display window. If you drag the display window to one side, you may find it. If not, we recommend trying the following:

  • Close all of your programs
  • Open SCSIAutoscan.ini or TWNAutoscan.ini file in the c:\Windows or c:\WinNT folder
  • Find the following lines and make sure yours match the ones below:
    [Windows]
    DispRect=0,0,0,0
    MainRect=344,48,632,405

This will re-set the default location of the Autoscan Server back to a visible area of the screen.

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When I open my batch I get an error, what should I do?

The DocuLex Batch repair utility will correct a number of known errors, such as:

  • Error #114

The DocuLex Batch Repair Utility (dclxrepr.exe) is installed along with Professional Capture, or can be downloaded from our Downloads Page. Use the following steps to correctly repair a damaged batch:

  • Close all programs on your computer, and then make a complete backup of your batch.
  • Run the DocuLex Batch Repair utility (dclxrepr.exe).
  • Select the batch you are attempting to repair.
  • Wait for the message box saying, ‘Rebuild Complete Press A Key.’

The batch should now successfully open in the DocuLex software.

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Why aren’t my coding sheets read when I import files?

Coding sheets are not read while importing, they are only read while images are being scanned. You can ‘scan’ existing group IV tiff images into DocuLex software using the DocuLex Filelist driver.

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I am using a TWAIN interface and having a problem. How can I correct the issue.

Most common TWAIN problems can be resolved by scanning using the TWAIN interface. Select the lock in the top left hand corner of the Autoscan Window and then select TWAIN > Acquire Via TWAIN Interface from the Main Autoscan Menu.

When you begin scanning, the manufacturer’s TWAIN dialog will appear, allowing you to make changes to the color, dpi, etc.

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Can I edit fields after a batch has been scanned?

In the DocuLex scanning products Professional Capture and Office Capture,  you can do so by pressing CTRL +E or by choosing Options/Data Entry Document Mode from the menu.  

In Control, there are various tools for editing field values. Refer to the Control Batch Mode documentation for more details.

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How fast should the scanning/printing/OCR/PDF/Endorsing process be?

There are many variables that control the speed of different attributes of the DocuLex software. We have included a few hints below to help you get the most from your software.

Scanning:
Different scanners have different rated scan speed. Many scanner manufacturers quote rated speed of a production scanner by scanning low-DPI (200 DPI, for instance) images in binary (pure black & white) format. Scanning at a higher DPI will tend to reduce the number of pages per minute (ppm) that a scanner is capable of. Also keep in mind that scanner manufacturers often quote both pages per minute (ppm) and images per minute (ipm) with duplex scanners. A duplex scanner capable of 50 ppm is often capable of scanning 100 images per minute, but only if both sides of the page are being imaged. The rated speeds of most production scanners are available on the web site of the scanner’s manufacturer.

Printing:
As with scanners, different printers have different rated speeds that are usually quoted at printing at a low resolution. DocuLex recommends printing at the same DPI of the images that are being printed through our software. For instance, if images have been scanned at 300 dpi, they should be printed at 300 dpi to achieve the highest print speed possible. Some print drivers do not allow the DPI setting to be changed, though many PCL drivers are interchangeable from one printer manufacturer to another, which allows the user to print to a printer from a driver that will allow such a setting.

OCR:
Many factors such as processor speed and RAM will affect the speed of the OCR process. On today’s ‘average’ machine, DocuLex software will OCR between 400-800 pages an hour (8.5×11 images, 300 dpi, average letter text). Our OCR engine is optimized for 300 dpi images, images at a lower or higher resolution may affect OCR speed and/or quality.

PDF:
The PDF process includes the OCR process mentioned above when OCR data is being included in the PDF file. PDF images with included OCR will achieve approximately the same pages per hour as mentioned above. PDF files created without OCR will be created on the average of 4000 images an hour.

Endorsing:
The DocuLex endorsement process creates a small border below the bottom edge of the image and places the endorsement into this border. The endorsement process will create around 4000 endorsed images per hour.

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Can I edit PDF files with DocuLex software?

DocuLex software is not designed to edit existing PDF files. If it is necessary to import existing PDF files into DocuLex software, it is possible to export group 4 tiff images from PDF files with the full version of the Adobe Acrobat software, and many other tools available on the web.

PDFZone.com is a good resouce for individuals who wish to work with existing PDF files.

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Why are my PDF file names being created improperly?

In some instances, while a PDF files is being created by DocuLex software, a temporary file is created while the PDF file is being created. If something goes wrong during the process, such as an OCR crash, the PDF file may be created without having the proper file name. Generally the filename is a string of numbers and letters without an extension.

It is possible to minimize the occurence of this error by not closing the DocuLex PDF product while it is creating PDF files, and not PDFing across a slow network connection.

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How do I display the thumbnails in my PDF files?

DocuLex software does not embed thumbnails in PDF files. You can embed thumbnails in your PDF files by batch processing them in Adobe Acrobat. Other software packages are also available online that can batch process PDF files to embed thumbnails.

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Can I use colored separators between my printed documents?

It is possible to use color separators between documents being printed from DocuLex Professional Capture or IP Studio, as long as the document breaks have been captured while scanning.

In order to print using color separator sheets specific print rules have to be created and ‘printer bins’ have to be defined.

To define a new printer bin, select Options/Tray Settings from the menu and choose the tab of an installed printer. Define two separate ‘bins’ from the existing paper trays on the printer.

Using the defined bins, create print rules which will switch paper trays between document breaks and eject a sheet of colored paper:

Event = “New Doc” : Action = SwitchTray : Parameter “TRAY2″
Event = “New Doc” : Action = Eject : (Leave the Parameter field empty)
Event = “New Doc” : Action = SwitchTray : Parameter “TRAY1″

The parameter is case sensitive and must match the name entered for the bin.  More information about paper tray switching can be found in your DocuLex product manual or DocuLex product help guide. The current DocuLex manuals can also be found on our Tech Notes page.

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My Bookmark or Mark Detection forms are printing improperly, what settings should I use?

DocuLex recommends the following settings for optimum printing of Mark Detection forms from a laser printer:

  • Use a PCL driver manufactured for the printer being used
  • In the printer settings, set the graphics type to raster (not vector)
  • In the printer settings, set the font settings to ‘print as raster’ or ‘print as graphics’
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What is the format of the ‘DocuLex Import Format’?

The ‘DocuLex import format’ or ‘User created import file’ is of the following format:

“pagename1″,”path to tiff1″,”doc break”,”batch label”
“pagename2″,”path to tiff2″,”doc break”,”batch label”
“pagename3″,”path to tiff3″,”doc break”,”batch label”
“pagename4″,”path to tiff4″,”doc break”,”batch label”
“pagename5″,”path to tiff5″,”doc break”,”batch label”
etc.

For instance, a four page batch broken into two documents might have the import file below:

“ABC001″,”\001\0000001.tif”,”Y”,”batch1″
“ABC002″,”\001\0000002.tif”,”N”,”batch1″
“ABC003″,”\001\0000003.tif”,”Y”,”batch1″
“ABC004″,”\001\0000004.tif”,”N”,”batch1″

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What export formats does DocuLex software support?

DocuLex software has built-in exports for the following formats, in the following products:

Control:

  • DocuLex Batch with Single Page Tiff/Jpeg Images
  • ASCII (delimited text fields)
  • Aspen View
  • Concordance
  • DB Textworks
  • DocuMatrix
  • Intercept
  • Ipro
  • JFS
  • Macrosoft
  • OCR data to RTF
  • Opticon
  • Production Link
  • Quorum
  • Summation
  • Tech Law
  • UR-Law

Control also contains a ‘custom’ export feature which allows the user to define the method of output to be created. In addition, many popular software packages will import the DocuLex tables directly, with no need for an explicit export.

Office Capture:

  • DocuLex Batch with Single Page Tiff/Jpeg Images
  • Multipage Tiff Images
  • PDF Files (PDF Image+Text)
  • OCR Text files
  • RTF files of OCR data
  • ASCII (delimited text fields)

Professional Capture:

  • DocuLex Batch with Single Page Tiff/Jpeg Images
  • Multipage Tiff Images
  • PDF Files (PDF Image+Text)
  • OCR Text files
  • RTF files of OCR data
  • ASCII (delimited text fields)
  • Endorsed Tiff images
  • Summation
  • Concordance

IP Studio:

  • DocuLex Batch with Single Page Tiff/Jpeg Images
  • Multipage Tiff Images
  • PDF Files (PDF Image+Text)
  • OCR Text files
  • RTF files of OCR data
  • ASCII (delimited text fields)
  • Endorsed Tiff images
  • Summation
  • Concordance
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Is it possible to save a custom export or move it to another machine?

The specs for a custom export are saved in a file named session.ini when you create the export in Control. This file can be copied from the batch into another batch so that the custom export can be used with the other batch.

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When I run the program I receive the error ‘Crypto Box not found’, what do I do?

This error is most commonly caused by the Dongle (Crypto Box) not being directly attached to the parallel port of the PC. If the error is encountered while the Dongle is attached, the likely cause is either: an improperly configured parallel port, a faulty parallel port, or a faulty Dongle. The parallel port may need to be configured as an ECP port in the BIOS of the computer for the Dongle to be properly recognized. More information on Dongles can be found in the Dongles portion of the DocuLex FAQ.

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When I run the program I receive the error ‘Installation did not register drivers’, what do I do?

The ‘Dongle’ that is used with DocuLex scanning software requires that certain drivers be installed. In order for the drivers to be properly registered by the installation program, the installation program must be run by a user who is logged in as an Administrator on the station. If this does not correct the issue, the user can also install the latest ‘CBSetup’ patch provided by our dongle manufacturer, which can be found on the Marx Crypto-Box web site at www.dongles.com.

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I tried to scan and received the error ‘Counter at Zero’. What does this mean?

This error means that the Dongle/Crypto Box has run out of clicks and must be updated. In order to update the Dongle, contact DocuLex at 863.297.3691 x221 or lori@doculex.com.

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My authorization code did not add images to my counter. What should I do?

If the authorization code did not add images to the Dongle/Crypto Box you first need to check the date on your computer. *Please Note* the authorization code must be used on the same day the code was given. For example, if the code is received on February 2, 2004 but is not used until February 3, 2004, the code will not work unless the user changes the date on the computer back to February2, 2004. Once the clicks have been added to the counter the user may change the date back to the correct date. However, if the right date entered into the computer and the Serial Number Message Box is not empty and you are still having problems getting the authorization code to add images to the counter there is a possibility the counter has been damaged. Note, the counter will be damaged if you take it on or off the printer port while the DocuLex scanning product is opened. If you have reason to believe your counter has been damaged, please contact DocuLex immediately at 863.297.3691 extension 221.

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When adding clicks to my counter my serial number is blank, what should I do?

If the Serial Number Message Box is empty there are three solutions that may correct the issue:

First, close the DocuLex scanning product. Once the program is closed remove the counter from the parallel port of the scanning station, clean it by blowing air into the connectors, and then reattach it back to the printer port. *Remember, do NOT take counter off the printer port when the DocuLex scanning product is opened.

Second, try the counter on another station, if available.

Last, test your printer port by printing when the counter is attached. If printing cannot be completed without an error, then there is a problem with the parallel port on the station.

If none of these solutions resolve your problem, please call DocuLex at 863-297-3691 extension 221 for further help.

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My authorization code says that it has already been used. What should I do ?

If the latest version of Autoscan is not being used, this error message may be received. The version of Autoscan can be checked by clicking on the lock in the top left hand corner of the Autoscan window and then choosing About/Version information from the Main Autoscan Server menu. The latest version of Autoscan is available for download on our Downloads page.

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Nothing happens when I click the lock in Autoscan, how do I get to the Autoscan menu?

When the Main Autoscan Server Menu does not appear, it is usually hidden behind the display window. If you drag the display window to one side, you may find it. If not, we recommend trying the following:

  • Close all of your programs
  • Open autoscan.ini file in the c:\Windows or c:\WinNT folder
  • Find the following lines and make sure yours match the ones below:
    [Windows]
    DispRect=0,0,0,0
    MainRect=344,48,632,405

This will re-set the default location of the Autoscan Server back to a visible area of the screen.

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Is a dongle necessary to use DocuLex software?

DocuLex Professional Capture requires the use of a dongle/counter to operate. Our dongles are attached to either the parallel port (older versions) or a USB port of the scanning station. The parallel dongle is a small white box which reads ‘Marx Crypto Box’.

Any version of Professional Capture later than v1.0.12 is compatible with our new USB dongle, which allows the software to be used on computers that do not have a parallel port. Previous versions of Professional Capture used the parallel version of the dongle, but it is no longer supported.

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I received an authorization code to add clicks to my dongle, is the code case sensitive?

No, authorization codes are not case-sensitive.

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What kind of documents are good candidates for zonal OCR?

The zonal optical character recognition (OCR) process is not an exact science, even under the best of circumstances. For optimal results with zonal OCR, documents need to have the following characteristics:

  • The print is sharp and clear.
  • There is a lot of white (clear) space surrounding the information you want to capture.
  • The information to be captured is in the exact same position on each page.
  • All pages that use the same zonal recognition form are the same size.
    Note: If there are minor differences in paper size, such as paper that has been manually cut (even with a paper cutter) to create a size other than the original, the document is not a good candidate for zonal OCR.
  • The documents are created by a high-resolution printer.
    • The documents are not created on a dot matrix printer.
    • The documents are not created on a copy machine.
    • The documents are not faxed copies.
    • The information to be captured is not hand-written or hand-stamped.
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What is the best way to figure out exactly where to place the zonal OCR regions on a recognition form?

The FormEdit utility program that is part of the Admin program contains the Underlay Image feature. This feature takes most of the guesswork out of drawing zonal regions. Drawing accurate zonal regions on a zonal recognition form is a multi-step process that includes creating, testing, and troubleshooting. These steps are explained below.

  1. Create a zonal recognition form.
    • See Creating Zonal Recognition Forms in the Admin User’s Guide or Admin Help for step-by-step instructions.
  2. Test the form. (You’ll find instructions for performing steps 2.a-2.d HERE.)
    1. In the Admin program, create a test batch.
    2. In the Professional Capture program, scan several pages into the test batch.
      Note: It’s a good idea to look through the stack of pages that you need to scan. Notice whether the pages are uniform in size and whether the areas you want to capture are in the same place on every page. Since the pages that you want to scan are probably not 100% identical (the areas that you want to capture may differ slightly in location from one page to the next), it’s best if you choose pages that are as different from each other as possible. That way you can design a form that will capture data accurately on the greatest number of pages.
    3. Tag the pages.
    4. Run zonal evaluation.
    5. Perform visual quality assurance to check the accuracy of the form.
      • Did you create the proper zonal regions?
      • Are they in the right location?
      • Are they the right size?
    6. If the results are acceptable, you are finished creating the zonal recognition form.
    7. Otherwise, continue with step 3.
  3. Troubleshoot.
    1. Modify the zonal recognition form.
      1. In the Admin program, from the Job menu, select Edit Forms.
      2. Select the form you want to edit.
      3. Select Open.
      4. Select Yes.
      5. Add more zonal regions if necessary.
      6. Relocate or resize the existing zonal regions if necessary.
    2. Update the job profile for the batch.
      1. In the Admin program, from the Batches menu, select Update Job Profile.
      2. Browse to your test batch.
      3. Select OK.
      4. Select OK.
      5. Select Yes.
    3. Repeat steps 2.d-2.g and 3 as necessary.
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I have created a zonal recognition form. How do I use it to perform zonal OCR?

First, it’s important to understand that the Professional Capture program uses zonal recognition forms after you complete the scanning process. You don’t print zonal recognition forms to use at scan time. When you select the Run Zonal Evaluation command, the Professional Capture program evaluates the zones (regions) on the page that you defined with the zonal recognition form.

Note: Before you use the zonal recognition form, it’s important to test its accuracy. If you haven’t already done so, instructions can be found HERE.

To perform the zonal evaluation process, follow these basic steps:

  1. In the Admin program, create a batch from the same job you used to create the zonal recognition form.
  2. In the Professional Capture program:
    1. Open the batch you just created.
    2. Define document breaks and scan your documents.
    3. Tag the appropriate pages or documents to be evaluated for zonal optical character recognition.
    4. Run the zonal evaluation.
    5. Perform visual quality assurance.

Explanations of how to accomplish these steps follow.

Step 1. In the Admin program, create a batch from the same job you used to create the zonal recognition form.
To create a batch, see Creating a Batch in the Admin User’s Guide or Admin Help.

Step 2.a. Open the batch you just created.
To open a batch in the Professional Capture program:

  1. From the File menu, select Open Batch (or select the Select Batch/Set paths icon).
    The Browse for Folder dialog box is displayed.
  2. Select the batch you created in the Admin program, then select OK.
    The Open Batch dialog box is displayed.
  3. Select OK.
    The Professional Capture main window is displayed with the name of the batch (the batch label) in the title bar.

Step 2.b. Define document breaks and scan your documents.
If you want the pages you scan to be processed as separate documents, you need to define document breaks before you scan the pages. You can do this in many ways, including the following:

  • Create, print, and insert MULT bookmark barcode recognition forms at the beginning of each new document.
    Note: Use this method when you want to automatically scan a stack of documents that have differing numbers of pages.
  • Create, print, and insert a SING bookmark barcode recognition form at the beginning of a stack of pages that you intend to scan as single-page documents.
  • Scan one document at a time.
  • Use the fixed-page scanning option.
    Note: Use this method when the documents you want to scan are all the same number of pages, such as invoices or checks, but not necessarily just one page.

The instructions in this step only document how to use the fixed-page scanning option.

To use the fixed-page scanning option, make sure the fixed-page count is set to the correct number of pages. The default is 1. If you need to change the page count, do the following:

  1. In the Professional Capture program, from the Options menu, select Scan Settings.
    The Scan Settings dialog box is displayed.
  2. In the Fixed Page Count box, type the number of pages that your documents contain, then select OK.
    The Professional Capture main window is displayed.

To scan documents:

  1. Place your documents in the scanner.
  2. From the Scan menu, select New (or the Scan New Docs icon
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What do I need to do to increase the accuracy of my Zonal OCR?

Consider the following issues when you want to use zonal optical character recognition (OCR):

  • The condition of the source documents (the documents you are going to scan).
    Before you decide to use the zonal OCR process to capture information from your scanned documents, you need to determine if the documents are good candidates for zonal OCR. You will find a list of criteria for optimal results by clicking HERE.
  • The location of the zonal regions on the zonal recognition form.
    You need to determine if the zonal regions are in the correct location on the zonal recognition form. You will find instructions for doing this by clicking HERE.
  • The fact that using zonal OCR requires a visual quality assurance step.
    The OCR engine reads any dots, marks, or stippling on the page and may interpret them as periods, hyphens, vertical bars, etc. It can also add extra spaces. In addition, if letters/numbers are blurry or if parts of characters are missing, the OCR engine can misinterpret them; for example, it may read an uppercase M as an uppercase H, or a 3 as a 5.In practice, this means 1 or 2 characters out of every 100 characters scanned are not captured correctly even on pristine source documents. Therefore, zonal OCR requires a quality assurance step.

    After you have run zonal evaluation on your batch, you need to perform visual quality assurance. You will find instructions for doing this by clicking HERE, step 2.e.

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The barcode on my zonal recognition form gets in the way of drawing a zonal region in the correct location. Does my zonal recognition form need to include the barcode?

No, a zonal recognition form does not need a Form ID, a barcode, or registration marks.
The only item that needs to be on your zonal recognition form is at least one zonal OCR region.

To create such a form, follow the steps as outlined in Creating Zonal Recognition Forms in the Admin User’s Guide or Admin Help, with the following exceptions:

  • At step 2, you need to clear the Include Form ID and Include Registration Marks check boxes.
  • At step 5, you need to name the form ZOCR.FRX.
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What kind of image files can I use for the underlay image feature in the FormEdit utility program?

The only image file that is supported by the FormEdit utility program in the Admin program is a .tif file.

The instructions in Creating Zonal Recognition Forms in the Admin User’s Guide and Admin Help say you can use .tif or .bmp files. We will correct that statement in the next release of the documentation.

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What are the recommended settings for Internet Explorer when using WebSearch?

Step 1 – Optimize Internet Explorer Settings.

Select the gear icon in the upper right hand corner of Internet Explorer, and then select Internet Options.

On the General tab, select the Settings button in the Browsing History section.

In the Temporary Internet Files and History Settings dialog, select the radio button for Everytime I visit the webpage.

Select OK to close the dialog, and select the Security tab on the Internet Options dialog.
Select the Trusted Sites icon.
In the Security Level for this Zone section, drag the slider bar to the lowest possible setting.

Select the Sites button.
Enter the url of your WebSearch site, and select Add. It should appear in the box below.

Close the window. Select Apply in the settings window, and then close it.

Step 2 – Turn On Compatibility View.

1. Browse to your WebSearch v4 site and log on.  Click the Tools Menu bar (ALT+T) item. Or, Click on the Tools Command Bar button. (See Below)

 

2. Click on the Compatibility View item to select it (turn it on).
The webpage will now reload with Compatibility viwe turned on for it.

3. Select Apply in the settings window, and then close it.

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The Internet Explorer “Information Bar” is causing a problem in WebSearch when I’m attempting to open an Office document. How do I correct this?

IE7 incorporates a new “security” element called the “Information Bar”. This does a few things, mainly warning about potential risks. One of those “risks” is file downloading. For some reason, after displaying the warning, it tries to refresh the page you’re visiting. If you’re visiting a page that uses frames (such as WebSearch), that is obviously a problem, because you have multiple pages being displayed, some of them depending on the context.

In order to avoid this from happening, follow these steps:

  1. Identify the “Zone” that WebSearch is running into. You can see that in the bottom-right corner of the status bar in IE7 (there are 4 zones: “Internet”, “Local intranet”, “Trusted sites” and “Restricted sites”).
  2. Go to Tools/Options
  3. Go to the Security tab
  4. Select the Zone identified above, and click on “Custom level…”
  5. Scroll down to the “Downloads” section
  6. In “Automatic prompting for file downloads”, select “Enable”
  7. Accept all changes
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How do I prevent receiving messages in my popup blocking software while using WebSearch?

WebSearch makes use of popups for a few of the features included in the interface. We recommend setting your popup blocking software to allow all popups from your WebSearch site.

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When I upload documents through Goby Monitor I am getting an error “max request length exceeded”. What can I set to allow larger files to be uploaded?

Set the Maximum Request Length

By default the size limit for a file being uploaded into WebSearch is set to 1GB.  However some of the older versions have the default set to 16mb.  To change this setting you will need to make a change in the web.config located in C:\Inetpub\wwwroot\WebSearch4. Open the file in Notepad and scroll down to the section shown below. Changing the value to maxRequestLength=”1048576″ will allow up to 1GB files to be uploaded, then save the file.

<httpRuntime executionTimeout=”3600″ maxRequestLength=”16000″ />

IIS will need to be restarted after making a change to the web.config file.

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Can I create a simpler link for accessing my WebSearch Client Site?

It is possible to create a simple ASP redirect script that will provide you with a simple web address for connecting to your WebSearch Client Site. We’ve created instructions in a document located on our Tech Notes page that explain the process.

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How can I customize my WebSearch Client Site?

There are two different things that you can do to customize your WebSearch Organization site site. The first is to create a custom logo for your site, the second is to modify the color scheme of your site.

Creating a Custom Logo
We recommend making a copy of the websearchsplash.jpg file located in c:\inetpub\wwwroot\websearch4\images and modifying it to include the desired company logo. Open the image in a graphics editing program such as Photoshop or Paint Shop Pro, and edit the image so that it includes your logo. Please note that the image is very large (2000px by 1600px), so you may need to zoom in to 100% in order to view the image correctly. You will notice the default websearch logo appears in the top left of this image, creating the image in this manner allows the web site to appear consistent in most monitor resolutions.

Modifying the Color Scheme
Log in to an organization site as the organization administrator, and select Admin > Settings. The site color section allows you to customize the site colors so that they meet your desired color scheme. A number of predefined color schemes are available, or the colors can be entered in any HTML compliant manner, more information on standard HTML colors can be found at http://www.w3schools.com/html/html_colors.asp.

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Why does hit highlighting not work within WebSearch?

Newer versions of Adobe Reader (8+) disable hit highlighting by default.

To enable hit highlighting in Adobe Reader:

  1. Open Adobe Reader by going to Start > All Programs > Adobe > Adobe Reader
  2. Go to Edit > Preferences > Search
  3. Select the check box for ‘Enable search highlights from external highlight server.
  4. Select OK and close Adobe Reader.

Note:  Adobe version X has removed the hit highlighting feature.

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Does WebSearch work on a 64bit operating system?

64-bit operating systems, such as Windows 2003 Server x64 or Windows XP x64, allow running 32-bit applications natively. For example, installing an application such as WinZip shouldn’t cause any issues.

The problems start to appear when talking about web applications. Those run hosted in IIS which runs in 64-bit on 64-bit operating systems. This means it only runs 64-bit compiled websites by default. In order to run WebSearch, we need IIS to run in 32-bit mode, and also to run the 32-bit ISAPI filter corresponding to .NET 2.0. Finally, to prevent an IIS crash on startup, we need to remove the 64-bit ISAPI filter installed by the 64-bits .NET Framework (NetFx64). The solution

  1. Force IIS to run in 32 bits:
    1. Open a command prompt
    2. Go to :\InetPub\AdminScripts
    3. Execute “cscript.exe adsutil.vbs set W3SVC/AppPools/Enable32BitAppOnWin64 true”
  2. Uninstall the 64-bits .NET ISAPI filter, and register the 32-bits one
    1. Go to :\Windows\Microsoft.NET\Framework64\v2.0.xxx
    2. Execute “aspnet_regiis -u”
    3. Go to :\Windows\Microsoft.NET\Framework\v2.0.xxx
    4. Execute “aspnet_regiis -i”
  3. Allow ASPNET (32-bits) in the Web Service Extensions
    1. Open the IIS manager
    2. Click on the “Web Service Extensions” node
    3. Confirm that only “ASP.NET v2.0.xxx (32-bit)” is in that list (and not one without the 32-bit). If so, make sure it’s “Allowed”, and not “Prohibited”
  4. Execute “iisreset” to restart IIS.
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Can WebSearch logins be integrated with my Active Directory environment?

Documentation on the steps necessary to perform Active Directory integration can be found our our Manuals & Tech Notes page.

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How do I disable the Advanced Search Option?

In order to hide the Advanced search options the settings.config file in the C:\Inetpub\wwwroot\WebSearch4 will need to be altered. Browse to the directory and open the settings.config file in notepad. Scroll down to the section shown below and change to value=y and save the file.

<!– “SimplifySearchForm” – Optional. Hides advanced search paramenters from the search form. Default value is ‘n’–> <add key=”SimplifySearchForm” value=”n” />

IIS will need to be restarted after making a change to the settings.config file.

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How do I sort my results?

To sort search results, select the column heading and click with the mouse. This will sort the column in ascending order. Click the column heading again to sort in descending order.

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How do I re-enable my Organization which has become disabled?

If the Organization is not accessed within a 30 day period it will become disabled. To re-enable the Organization you will need to have SQL Server Management Studio Express or Enterprise Manager installed. Open SQL Server Management Studio Express or Enterprise Manager and connect to the SQL database. Select the + sign next to Databases and then the + next to the WebSearch4 database. This will display a list of the tables. Select the table dbo.client, right click and select open table. The table will display in the right hand pane. In the status column next to the Organization you will need to change the – to a + sign. Close the Management program and restart IIS.

If you wish to expand the number of days before the Organization expires you may change the setting in the settings.config file. To make this change, browse to the file settings.config located C:\Inetpub\wwwroot\WebSearch4 and open the file in Notepad. Scroll down to the section shown below and change to value=365 and save the file.

IIS will need to be restarted after making a change to the settings.config file.

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How do I re-enable a user who has become disabled?

By default, if a user does not access WebSearch within a 30 day period their account will become disabled. An administrator can re-enable a user by editing the user account within the WebSearch interface and selecting the ‘Enabled’ checkbox for the user.

If an administrator account has become disabled, you will need to edit the WebSearch SQL database. In order to do so, you will need to have SQL Server Management Studio Express or Enterprise Manager installed. Open SQL Server Management Studio Express or Enterprise Manager and connect to the SQL database. Select the + sign next to Databases and then the + next to the WebSearch4 database. This will display a list of the tables. Select the table dbo.user, right click and select open table. The table will display in the right hand pane. In the status column next to the User you will need to change the – to a + sign. Close the Management program and restart IIS.

If you wish to expand the number of days before the User expires you may change the setting in the settings.config file. To make this change, browse to the file settings.config located C:\Inetpub\wwwroot\WebSearch4 and open the file in Notepad. Scroll down to the section shown below and change to value=365 and save the file.

<!– “ClientExpireDays” – Mandatory. Amount of inactivity days before a user is expired–> <add key=”UserExpireDays” value=”30″ />

IIS will need to be restarted after making a change to the settings.config file.

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After installing WebSearch4, I launch the program from the shortcut and receive the error “Server Error in ‘/WebSearch4’ Application. Parser Error”. How do I fix this error?

This is usually an indication that the website is using the wrong version of .NET. Go to Start > Control Panel > Administrative Tools > Internet Information Services. Select the Default website, right click and select Properties. Select the ASP.Net tab and change the .NET to v2.0.

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After installingWebSearch4, I launch the program from the shortcut and receive the error “<% page language="'c#" inherits=WebSearch4.Migrated_index, WebSearch4_deploy" validaterequest="false"...>“. How do I fix this error?

This error is usually an indication that .NET v2.0 is not installed or it is not registered. To register .NET select Start > Run and type in cmd and select Ok. At the command prompt change the directory to c:\windows\Microsoft.net\Framework\v2.0.5072. Type aspnet_regiis –i at the prompt, which will result in messages displaying that .NET is being registered.

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How can I email my search results to another person?

From the Search results pane, select the documents to send and then select the Email button on the toolbar. Enter the recipient’s email address, add a description if desired and select ok.

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How do I view different types of documents returned in my search results in their native applications?

To view documents in their native application instead of the browser you will need to change the global MIME setting for the specific document type.  To change the setting, select Admin > MIME and the edit button next to the document type.  From the drop down for the Default Display select Native and then the Update button.

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How do I specify the settings for the SMTP server used by WebSearch?

There are two files in c:\inetpub\wwwroot\websearch4\ that the SMTP server needs to be identified. 

Open the web.config file and in the section <system.net>the following lines need to be edited to include the appropriate information for your SMTP server:

<mailSettings>
<smtp>
<network host=”mail.domain.com” port=”25″ userName=”User” password=”Password” />
</smtp>
</mailSettings>

Open the settings.config  file and in the <!– APP-SPECIFIC VALUES–> the following lines need to be added and edited to include the appropriate information for your SMTP server:

<add key=”SmtpServer” value=”mail.domain.com” />
<add key=”SmtpPort” value=”25″ />
<add key=”SmtpUser” value=”User” />
<add key=”SmtpPassword” value=”Password” />

Once these entries have been added, IIS will need to be restart for the changes to take effect.

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