enaio® capture

enaio® 9.10 »

enaio® capture is a specialized workflow application for enaio® that allows for fast document capture as well as efficient scanning and indexing of information stored on paper. Due to state-of-the-art, professional methods and procedures, the modular application guarantees fast processing of your documents. What's more, the application integrates with current databases and LAN architectures. Using high-performance scanners, the application allows you to scan huge amounts of information. Barcode recognition and optical character recognition enable automatic indexing of captured information. Users carrying out capture processes are guided through the configured process steps and can validate captured data before it is imported into the archive. enaio® capture furthermore allows you to integrate individual validation programs.

Capture processes can be individually configured. For each receipt type, a process is configured in which the administrator defines an operational sequence and all individual settings. For example, incoming invoices are processed using barcode recognition and accounting forms are automatically indexed using OCR. The administrator's task is to specify the process step order when defining a process configuration and to decide which operations will be run automatically.

Specific hardware requirements may apply due to high performance scanners and automatic indexing with barcode and OCR recognition.

Several enaio® capture workstations can be configured. Communication takes place using the enaio® server.

Installation

enaio® capture must be installed exclusively by trained personnel, meaning by an OPTIMAL SYSTEMS' service technician or a sales partner of OPTIMAL SYSTEMS. Therefore, while basic installation conditions are explained in this manual, the actual installation procedure is not.

The enaio® setup or an MSI package installs enaio® capture on the workstations.

The following conditions must be fulfilled for a successful installation:

  • Installation requires a running enaio® server. The following data must be entered during the installation process:
    • name of the enaio® server,
    • name of the enaio® server computer,
    • port of the service,
    • an ODBC source required for database access.
  • To be started, enaio® capture requires valid licenses and a running enaio® server. Licenses are administered using enaio® enterprise-manager.
  • After installation, changes to the security system must be made in enaio® administrator. This means that administrative and executive rights can be assigned to users of enaio® capture.
  • The validation component requires Kofax components. If no Kofax scanning hardware was integrated, you must install the free retrieval engine. AXTWSCAN also needs at minimum the retrieval engine. In addition, make sure that after having installed the retrieval engine, the system variable PATH is set to \Kofax\imgctls\BIN. If it is not, you will need to set this system variable to the mentioned path.
  • Scan and barcode components require installation and configuration of the respective versions of Kofax VirtualReScan or Adrenaline. If no Kofax engine is installed, the integrated barcode scanner ZBar can be integrated via AXICSRV or FineReader via AXFINER after scanning for barcode recognition.

When starting enaio® capture, the user name and password can be specified as command line parameters:

-uid

User name

-user

For user names containing spaces: value in quotation marks, mask with quotation marks

-pwd

Password

-password

For passwords containing spaces: value in quotation marks, mask with quotation marks

-n

Do not show startup screen

After having started enaio® capture, users can change the password from the ENAIO menu and set the language and color scheme for the workspace.

Requirements

In order to not to experience problems when working with enaio® capture, a user account has to fulfill at least the following prerequisites:

  • Full access to the asindex\AXINDEX.DAT directory so that the access.tmp file can be created and deleted there.
  • Read and write access to all *.cfg and *.ini files in the asindex\AXINDEX.DAT directory.
  • Full access to the internal enaio® capture database
  • Full access to the temp area of the user account and the local etc directory
  • COM components and controls of third-party components must be registered.

enaio® capture Components and LDAP Login

If login is carried out using LDAP, the import cannot be run. In this case a login sequence including LDAP and enaio® user administration is needed at minimum. However, in this case the user in LDAP and the enaio® user administration must have identical passwords. For security reasons this usually is not the case.

In enaio® user administration you can instead set up a login pipe exception for the user who will run the import. This user has to be set up in both LDAP and the enaio® user administration, though the two passwords may differ.

It is configured in enaio® enterprise-manager.

As an alternative, please contact the OPTIMAL SYSTEMS consulting team.