Information Systems:Document Management System - Gauss - Revision history

Jeremym: /* VIP DocManager */

2023-02-17T20:23:51Z

VIP DocManager

Jeremym: /* Modifying permissions */

2022-11-28T23:08:53Z

Modifying permissions

Norwinu: /* Kofax Capture */

2020-03-03T18:19:40Z

Kofax Capture

Norwinu: /* VIP DocManager */

2020-03-03T18:19:01Z

VIP DocManager

Norwinu: /* Kofax Capture */

2020-03-03T18:15:20Z

Kofax Capture

Norwinu at 20:51, 8 November 2019

2019-11-08T20:51:23Z

Norwinu at 20:47, 8 November 2019

2019-11-08T20:47:53Z

Norwinu at 20:47, 8 November 2019

2019-11-08T20:47:35Z

Norwinu at 20:42, 8 November 2019

2019-11-08T20:42:43Z

Darrenf: /* Change Batch Class After Scanning */

2017-08-17T22:03:29Z

Change Batch Class After Scanning

@@ Line 18: / Line 18: @@
 DocManager serves as the document repository. uniPHARM uses the IBM i version, which means Bart is where the software runs and where all images are stored.
-The administration menu can be accessed via the STRSPY command. Besides permissions (for document access), not much else is configured here unless the software is being installed/upgraded. The documents can be managed but doing so is not a trivial task, and there is usually no manipulation of documents after they have been uploaded to the i.
+The administration menu can be accessed via the '''STRSPY''' command. Besides permissions (for document access), not much else is configured here unless the software is being installed/upgraded. The documents can be managed but doing so is not a trivial task, and there is usually no manipulation of documents after they have been uploaded to the i.
 ===VIP DocView===

@@ Line 38: / Line 38: @@
 There are two kinds of permissions with regards to the Gauss system: Kofax (i.e. batch class permissions) and DocView (viewing documents)
 * For DocView permissions, use STRSPY
-* For Kofax, remote into Smithers and launch Kofax Administration -> User Profiles.
+* For Kofax, remote into ScanServer and launch Kofax Administration -> User Profiles.
 ==Known Issues==

← Older revision		Revision as of 18:19, 3 March 2020
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	===Kofax Capture===		===Kofax Capture===
		+	See [[Information Systems:Kofax Capture]] for more information.
	Kofax Capture is scanning software. It is compatible with many DMS through ''export connectors'' - modules that interface with the document repository server to upload the images and metadata to. Our export connector is VIP ImageCapture, for uploading documents to VIP DocManager.		Kofax Capture is scanning software. It is compatible with many DMS through ''export connectors'' - modules that interface with the document repository server to upload the images and metadata to. Our export connector is VIP ImageCapture, for uploading documents to VIP DocManager.

← Older revision		Revision as of 18:19, 3 March 2020
Line 15:		Line 15:

	===VIP DocManager===		===VIP DocManager===
		+	DocManager serves as the document repository. uniPHARM uses the IBM i version, which means Bart is where the software runs and where all images are stored.
		+
		+	The administration menu can be accessed via the STRSPY command. Besides permissions (for document access), not much else is configured here unless the software is being installed/upgraded. The documents can be managed but doing so is not a trivial task, and there is usually no manipulation of documents after they have been uploaded to the i.

	===VIP DocView===		===VIP DocView===

@@ Line 7: / Line 7: @@
 ===Kofax Capture===
-Kofax Capture is scanning software. It is compatible with many DMS through ''export connectors'' - modules that interface with the DMS to upload the images and metadata to. Our Export Connector is DocManager on IBM i (Db2 back-end).
+Kofax Capture is scanning software. It is compatible with many DMS through ''export connectors'' - modules that interface with the document repository server to upload the images and metadata to. Our export connector is VIP ImageCapture, for uploading documents to VIP DocManager.
-Kofax Capture can operate in two modes - standalone and network. Our installation is a network install; therefore we have a Kofax Capture server, and the two scanning stations are clients. This means that Batch Classes, and the folder to which images are scanned before being uploaded, are defined on Smithers, where the Kofax installation is configured to be the server.
+Kofax Capture can operate in two modes - standalone and network. Our installation is a network install; therefore we have a Kofax Capture server, and the two scanning stations are clients. This means that Batch Classes, and the folder to which images are scanned before being uploaded, are defined on SCANSERVER, where the Kofax installation is configured to be the server.
 ====Client installation====
-To install Kofax on a client machine, browse the CaptureSV/WrkInst share on smithers. This customized installation will point the client to the server.
+To install Kofax on a client machine, browse the CaptureSV/WrkInst share on SCANSERVER. This customized installation will point the client to the server.
 ===VIP DocManager===

@@ Line 15: / Line 15: @@
 ===VIP DocManager===
-==VIP DocView==
+===VIP DocView===
 DocView is the client used to connect via network to the document repository on the IBM i, allowing users to search, view, print and export documents. Currently, version 9.1.1 is installed on all computers. Upon a fresh installation of Windows 7 Enterprise using PXE, version 8 will be installed since that image was made prior to the upgrade. The executable (.msi) installers for the latest version can be found at '''\\smithers.unipharm.local\c$\Installation Files\VIP DocManager 9.1.1\'''. Copy both files to the machine on which it is to be installed, run the installers as Administrator, and restart when prompted.
 ==Hardware==
@@ Line 26: / Line 27: @@
  - Accounting - AAADA04622
-=Usage tips=
+==Usage tips==
-==Loading up a default scan profile==
+====Loading up a default scan profile====
 When scanning in Kofax Capture Scan, it is possible to always load a certain scanner profile depending on which batch class you process. This is useful mostly to retain duplex scanning (double-sided) as the default behavior for a batch class. To set a default profile (default for the batch class), enter the batch, make the desired changes, then save a new scanner profile, using the default suggested name (which will be the name of the batch class). '''The program will automatically load any scanner profile with the same name as the batch class'''
 ==Known Issues==

← Older revision		Revision as of 20:47, 8 November 2019
Line 45:		Line 45:

	[[Category: Gauss]]		[[Category: Gauss]]
−	[[Category: Pages with ~~contact~~ ~~information~~]]	+	[[Category: Pages with Contact Information]]

@@ Line 1: / Line 1: @@
-=Software=
+==Software==
-Technical Support Phone Number For OpenText 1-800-540-7292
+ Technical Support Phone Number For OpenText: '''1-800-540-7292'''
-==Kofax Capture==
+===Kofax Capture===
 ==Support==
@@ Line 22: / Line 30: @@
 When scanning in Kofax Capture Scan, it is possible to always load a certain scanner profile depending on which batch class you process. This is useful mostly to retain duplex scanning (double-sided) as the default behavior for a batch class. To set a default profile (default for the batch class), enter the batch, make the desired changes, then save a new scanner profile, using the default suggested name (which will be the name of the batch class). '''The program will automatically load any scanner profile with the same name as the batch class'''
-=Known Issues=
+==Known Issues==
-===Print to PDF crashes DocView===
+====Print to PDF crashes DocView====
 When attempting to print to a PDF printer (i.e. selecting Acrobat PDF as the printer), DocView may crash. Check the Local Temp folder (C:\Users\AppData\Local\Temp) and clear any .tmp files that have the prefix "Acr" (may vary depending on PDF print driver used i.e. Acrobat, Foxit, Nitro etc.). This issue was raised by [[Special:Christined]] after this functionality ceased post-upgrade to 9.1.1. Christine occasionally exports DocView/Gauss documents as PDFs to her desktop and attaches them to a single email message to send to a vendor.
-===Change Batch Class After Scanning===
+====Change Batch Class After Scanning====
 To date, it hasn't been possible to change the batch class if you scan documents into the wrong one (it's an easy mistake to make actually), even prior to inputting information.  Opentext came up with a process that will allow you to change the batch class for batches already in process.  It is a somewhat manual process though. At a high level, it involves the following:
@@ Line 37: / Line 45: @@
 [[Category: Gauss]]