Capturing Documents and Other Content

My barcoded documents are being routed to the Unprocessed area.

  • Change your scanner’s settings to 300 dpi, 1-bit or black-and-white color, and TIFF output type.
  • The scanner may be introducing foreign lines to the final image. The scanner may need maintenance or cleaning.

How do I configure a new Capture Job for folder scanning or e-mail capture?

Review this document on Content Central Capture Jobs.

The DirectScan applet is not appearing or acting improperly.

  • Upgrade to or reinstall the latest version of Java here.
  • Add Content Central to the list of Trusted sites in your Web-browser settings.
  • For Internet Explorer, and if possible, reset the IE settings.
  • Verify the problem exists only on your workstation by accessing DirectScan from another computer or Web browser.
  • The installed driver for your scanner may not be a TWAIN-compliant driver.
  • Try scanning using a different application to see if the problem exists only with DirectScan or with all scanning applications.
  • Your workstation may not meet minimum requirements, and providing additional wait time (several minutes) may result in the DirectScan applet appearing.

I cannot drag-and-drop content into Content Central.

This may be caused by a proxy server or firewall/networking issue.

I can’t find documents that I or someone else have just scanned.

  •  The Capture Service or Catalog Service may be stopped. Try restarting the service on the server, and verify the Startup type is set to Automatic – Delayed Start or Automatic.
  • The documents may be in a different location based on configured File & Folder Building rules. Review these rules within the administration area for the Catalog and Document Type you selected.
  • You may have mistakenly scanned to the wrong catalog and/or document type.
  • If you are expecting documents to arrive in the Coding Queue, verify the Coding Method was Post-capture coding or Versatile coding. If you scan using a MFP or network scanner, open the Catalog Manager and check the Capture Job setting for bypassing the Coding Queue.
  • There may be others scanning documents as well. Documents are processed in the order they were received. To increase the speed of processing, consider upgrading to multi-threaded OCR. Contact your solutions consultant for more information.
  • You may not have permission to view the documents that were captured. Check with your administrator.
  • The documents may have been deleted before you had a chance to check. Review the Event Viewer within Content Central for deleted documents.
  • The documents may be processed for zonal recognition. One or more zones may be invalid, and the documents may be located in the Unprocessed area. Review the System Folders area of the Configuration Manager to locate the Unprocessed area.
  • If the above items do not apply, consider upgrading to a newer version of Content Central.

I’m using OCR-based zonal recognition, and the majority of the data extracted is either wrong or empty.

  • Check your scanner’s settings for DPI. 100 or 200 dpi may be too low. 300 dpi is usually ideal.
  • Some of the scanned pages may have been skewed heavily due to misfeeds or other feeder issues.

 

Catalogs & Document Types

How do I add a new document type or folder?

  1. First verify or add the fields you will want in the Global Fields area of the Administration page.
  2. Click the Create New button next to the Document Type drop-down list in the Catalogs & Document Types area of the Administration page.
  3. Choose the appropriate Catalog, and provide a name and description for the new document type. Note: You may want to copy settings from an existing document type.
  4. Add fields to the new document type by clicking the Fields icon in the Catalogs & Document Types area. Select Use Global Field if you will pull your fields from the existing Global Fields area.
  5. Configure Default Search Fields, which determines the fields available when performing a search. In this area, click Add Capture/Edit Fields to incorporate all the fields you have added.
  6. Configure Default Results Fields, which determines the fields displayed as columns when viewing lists of documents.
  7. Configure File & Folder Building rules. These rules determine where new content will be stored in the Catalog Browser, and how they will be named.
  8. Define Permissions quickly by returning to the main Administration page and accessing the padlock icon within the appropriate Users or Groups.

 

Document Retrieval

I don’t see certain fields in the list of grid results that I’m looking at.

  • You may have performed a full-text search that contains document types that do not share the same fields.
  • The fields may not be added for the particular grid or document type. Check the Grid Results Fields and DocType Results Fields sections in your Options page.
  • If you are looking for a Scan Date, ensure the field has been created. The field Type should be set to Date, and the option labeled ‘Auto-populate date during capture’ should be enabled. Make sure to add this field to your DocType Results Fields in your Options page.

Why is my document downloading from the browser?

Files or documents are downloading from the Content Central webpage if there is a no File Viewer Plugin installed and enabled in the browser.

Document will show in the Document Preview Area if there is a File Viewer Plugin installed and enabled in the browser. The File Viewer Plugin is specific to the document’s file format. (Example: PDF file/documents needs a PDF Viewer Plugin.)

If there is no File Viewer Plugin enabled in the browser, files and documents may be downloaded from Content Central Webpage based on the download settings of the browser.

Why can’t I see a preview of my PDF document in the browser?

PDF Viewer plugin/extension/add-on may not be installed and enabled in the browser.

PDF document can be previewed in the browser if a PDF Viewer plugin/extension/add-on is enabled in the browser. If you are not seeing a preview of a PDF document in the browser, enable PDF Viewer plugin/extension/add-on in the browser you are using.

To enable Adobe PDF Viewer in the browser, review the information here – https://helpx.adobe.com/acrobat/kb/pdf-browser-plugin-configuration.html

If the issue persists, contact support@ademero.com.

Why can’t I see a preview of my non-PDF document in the browser?

Non-PDF document will not preview in the browser, if there is no File Viewer Plugin installed and enabled in the browser, that is specific to the file format of the documents. If there is no File Viewer Plugin enabled in the browser, files and documents may be downloaded from Content Central Webpage based on the download settings of the browser.

How do I print documents from Content Central?

Option 1) Download the document. Open and print the document using its native/default application.

Option 2) Content Central, as a document management system for paperless solution, uses the features and functionality of the plugin that is enabled in the browser to be able to print the document from the Content Central Webpage. Install and enable a File Viewer Plugin with Print feature in the browser to be able to print a document from Content Central webpage.

Why can’t I print the document from Content Central?

Content Central, as a document management system for paperless solution, uses the features and functionality of the plugin that is enabled in the browser to be able to print documents from the Content Central Webpage. Install and enable a File Viewer Plugin with Print feature in the browser to be able to print a document from Content Central webpage.

You may also choose to download the document. Once the document is downloaded, open and print the document using its native/default application.

 

Email/Messages/Notifications

I’m having trouble e-mailing content within Content Central.

  • The master account’s password may have changed. Review the e-mail settings within the System Settings area of the Administration page.
  • Other settings may have been changed for the e-mail server, such as SSL or port.
  • The Content Central server may have lost physical access to the e-mail/SMTP server.
  • New firewall rules may prevent Content Central from accessing the e-mail/SMTP server.
  • Junk-mail filters may be capturing outgoing e-mails from the Content Central server.
  • Review this document on e-mailing using Content Central.

I receive too many messages/notifications about various system events.

  • You can limit the amount of notifications you receive by accessing the Preferences area of your Options page.
  • Approval-processing notifications can be configured for each process by accessing the Approval Processes area in the appropriate document type(s).
  • The content of several messages may be related to the number of logged-in users exceeding your license. This is not an error; it is only a warning. When these messages are generated, the user logged in for the longest amount of time has been logged out so a new user can access the system.

 

Installation Package

What does it mean when I receive the message, 7zip internal error, 106, during the installation?

This occurs when you run the Content Central installation program from a folder on your computer that has a very long path. To prevent this error, save ContentCentral_Setup.exe to a folder near the root of your drive (e.g. C:\CCSetup\ContentCentral_Setup.exe) before running it.

What does it mean when I receive the message, MSI Launch Condition Failed, during the installation?

The most common reason for this message is when the machine you are attempting to install Content Central on does not have IIS (Internet Information Services) installed. Install IIS by accessing the ‘Add/Remove Windows Components’ console from within the ‘Add/Remove Programs’ dialog in the control panel. Select ‘Internet Information Services’ (XP) or ‘Application Server, Internet Information Services’ (Server 2003) followed by the ‘Next’ button to add IIS.

 

Logging into Content Central/Evaluation

I can’t login to Content Central.

  • If you have a Domain drop-down list on the login page, ensure you are selecting the appropriate domain.
  • If logging in using domain credentials, your domain account may be locked.
  • The Active-Directory account defined in the Configuration manager may have expired recently, or the account may be disabled or locked. Check with your administrator.

What is the default username and password for the Administration account?

Username: Admin
Password: AdminPassword

What is the username and password for the Demonstration/Evaluation account?

Username: demo
Password: demo

How can I demo Content Central without spending any time configuring?

  • The installation of Content Central automatically includes demo material for evaluation purposes.
  • This feature adds sample documents, demo catalogs, and a demo user making it easy to quickly explore Content Central at your location.

 

Other/Miscellaneous

My documents attempt to load outside of the browser.

The documents are probably not in the PDF format.

Where can I find the User Guide or Admin Guide for Content Central?

You can view all documentation here.

Where do I see Content Central version?

Content Central Version can be found at the Login Page, Options Page and Admin Page.

At the Login Page, the Content Central Version is located at the bottom right portion, near the Username and Password Textboxes.

To go to the Admin or Options Page after logging in to Content Central, click ‘Admin’ or ‘Options’ button found at the top right portion of the webpage. The Content Central Version is located at the top right portion of the Admin or Options Page.

Where can I find the Feature Matrix for Content Central?

You can view the Content Central Enterprise Edition Feature Matrix here.

 

System Requirements

What are the minimum system requirements for Workstations?

Software:
Microsoft® Windows® Vista; or
Mac® OS X
Microsoft Internet Explorer 11; or
Mozilla Firefox® 15; or
Google Chrome® 20
Sun Microsystems® Java™ JRE 6.0 or higher

Hardware:
2GHz processor
2GB RAM

What are the recommended system requirements for Workstations?

Software:
Microsoft® Windows® 7 or higher; or
Mac® OS X
Microsoft Internet Explorer 11; or
Mozilla Firefox® 30; or
Google Chrome® 35
Sun Microsystems® Java™ JRE 6.0 or higher

Hardware:
2.5GHz dual-core processor
4GB RAM

What are the minimum system requirements for the Server?

Software:
Microsoft® Windows® Server 2008
Microsoft Internet Information Services (IIS) 7.0 or higher
Microsoft .NET Framework 4

Hardware:
2GHz quad-core processor
4GB RAM
100GB redundant (backed-up) storage space

What are the recommended system requirements for the Server?

Software:
Microsoft® Windows® Server 2012
Microsoft Internet Information Services (IIS) 8.0 or higher
Microsoft .NET Framework 4.5

Hardware:
Quad-Core Intel® Xeon® Processors
8GB RAM
250GB redundant storage space

 

CapturePoint Installation

Can I use my own MS SQL database?

Absolutely.  CapturePoint will work with licensed and free versions of MS SQL.

Capture Point is asking about a linked account, what is that?

The system wants to know if you already have an account registered with purchased scans.  If you do, and you enter that information, this account will be linked to the other machines your account is on, and will share those scans.

I paid for scans, but why do I only have 1000 available in CapturePoint?

If you have paid for scans, but you only see 1000 on the scan count, you are seeing the demo count of 1000 that are preloaded with the software.  You will need to create an account, then contact Ademero with your machine ID and email address.  Ademero’s accounting department will then update your account to reflect the purchased scans.

My scanner is not showing up, why is that?

If a scanner is not showing up, it could be for a number of reasons.

  • The device is not powered on – check to make sure the device has been plugged in and is turned on.
  • It’s a desktop scanner, but the drivers for the device have not been installed – You can install drivers from the CD that came with the product, or by downloading the drivers and installing them onto the workstation. The drivers need to be installed on the individual workstation you are accessing.
  • It’s a network scanner or multi-function device that has not installed network scanning drivers – This is different than network printing drivers. Please note, not all devices that are setup on the network have the capability to perform network scanning.

 

Using CapturePoint

What is a Network File Device?

This is a location on your computer, external hard drives, or network where you would like to capture scans from.  This means you are navigating to a folder within the network or computer and then selecting which files you would like to capture.

How do I create a Content Central connection?

To create a connection:

  1. If the Active Job information is showing, move on to the next step. If not, then click on the Ellipsis to reveal the Active Job information.
  2. Click on Settings.u
  3. Check the checkbox – This is a Content Central job.
  4. Click on Manage to create a Content Central connection.
  5. Click Add New and enter a name, then click Apply.
  6. In the Content Central URL field, type in the web address that is used to connect to Content Central. Then select Connect. If connection is successful, move on to the next step. If not, please verify the web address that is being used. Likely it will look like this – http://servername/ContentCentral/
    PLEASE NOTE: Avoid using the localhost address unless Capture Point is installed on the same server as Content Central.
  7. If the logon account that is going to be used is an Active Directory (AD) logon account, then you need to enter the domain information in the Domain field.
  8. Type in the appropriate username in the Username field. PLEASE NOTE: The permissions that allow access to catalogs and doctypes that are setup for this account inside of Content Central are the same permissions that Capture Point will use when connecting to Content Central. This means that if this account is an admin account and has access to all catalogs and doctypes, then CP will be able to export to all catalogs and doctypes. If the account only has access to one catalog and its doctypes, then CP will only be able to export out to that one catalog and its doctypes.
  9. Type in the corresponding password in the Password field. Click Test Credentials. If credentials passed, then you can click Close on the popup box, and then click Close on the next window, and one more time click Close on the next window and you are done.

How do I sync CapturePoint with Content Central?

To sync:

  1. If the Active Job information is showing, move on to the next step.  If not, then click on the Ellipsis to reveal the Active Job information.
  2. Click on Settings
  3. Check the checkbox – This is a Content Central job.
  4. Select the connection you wish to use and then click on Sync.  When the next popup comes up, then click on Yes.  Then exit out of the Settings popups.

How do I export to Content Central from CapturePoint?

  1. Click on the Export tab at the top of the window.
  2. Under the Destination dropdown field, select Content Central Connection.
  3. Choose the appropriate Profile in the Profile window.
  4. Under the Documents to Export dropdown, select whichever option works best for you.
  5. Under the Content Central Connection dropdown, select the connection you are currently using.  (This can be found under Active Job – Settings)
  6. Under the Content Central Destination dropdown, select the option that works best for you.
  7. Click on the Export button.  The system will begin to export and then should say “Export completed successfully” and will then tell you how many documents were exported.  Click on Close and you can find your documents in Content Central now.

Why does Capture Point have up and down arrows?

Capture Point runs the rules in the order they are listed from top to bottom.

Does CapturePoint run all of the rules to classify, or only until it identifies?

Capture Point will begin to run all classify rules from the top to the bottom, moving from left to right until it identifies the document.

What does it mean to “Run Rules on All?”

This option will run the current job’s known rules against all documents for indexing.

What is Output Translation?

Output Translation allows the system to change the format that data will be displayed and exported in.  For example, with output translation, you could change the date from MM-DD-YYYY to YY-MM-DD as well as numerous other options.

What are Classify rules?

Classify rules are for establishing what the classification (document type) is.  Documents must be classified in order to be able to run index rules on them as well as to be able to export them to Content Central.

What are Index rules?

Index rules are for finding the field information (metadata) on the document itself.  These rules will work in conjunction with the Classify rules to run automatically once your document types have become recognizable by CapturePoint.

What does “clicking enabled” do?

Clicking enabled turns a feature or a rule on or off.

 

System Requirements

What are the minimum system requirements for CapturePoint?

Operating System: Microsoft Windows 7

CPU Class: Intel Core i5

CPU Cores: 4 (Quad-core)

CPU Speed: 2 GHz

Memory (RAM): 2 GB (Gigabytes)

Storage Class: HDD (Hard Disk Drive)

Storage Available: 5 GB

Video Class: Integrated (Onboard)

Display Resolution: 1280×720 pixels

Input: Keyboard, Mouse

What are the recommended system requirements for CapturePoint?

Operating System: Microsoft Windows 8.1

CPU Class: Intel Core i7

CPU Cores: 4+

CPU Speed: 3+ GHz

Memory (RAM): 4+ GB

Storage Class: SSD (Solid State Disk)

Storage Available: 10+ GB

Video Class: Dedicated

Display Resolution: 1920×1080 pixels

Input: Touch-Enabled Display, Keyboard, Mouse