ComarchOSSUserDoc - OCR v. 5-25

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COMARCH OSS SUITE

OCR – 5-25-0
User Reference

©2023 Comarch SA
All rights reserved
OCR

DOCUMENT DESCRIPTION

Prepared for Company name

Version 1.0

Last modified 2023-04-12

Authors Multiple authors

Company COMARCH

Number of pages 58

Status of the document Confidential

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REVISION

Version Date Modified by Comment

Monika
1.0 2023-04-12 Document creation
Rutkowska

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TABLE OF CONTENTS
Document Description .............................................................................................................................................. 2
Revision .................................................................................................................................................................... 3
Table of contents ...................................................................................................................................................... 4
Copyright Notice ....................................................................................................................................................... 5
Abbreviations ............................................................................................................................................................ 6
Notation Conventions ............................................................................................................................................... 7
1 Preface .................................................................................................................................................................. 8
2 How to open the Comarch OSS Console .............................................................................................................. 9
3 OCR ..................................................................................................................................................................... 11
3.1 Autotagging ................................................................................................................................................. 11
3.2 How to do OCR on a single file ................................................................................................................... 11
3.3 How to do OCR and Autotagging on a folder ............................................................................................. 14
3.4 Rules Group Management .......................................................................................................................... 15
3.4.1 How to open Rules Group Management ............................................................................................ 16
3.4.2 Rules Group Management – Overview .............................................................................................. 17
3.4.3 Working in Rules Group Management ............................................................................................... 18
3.4.3.1 How to add a new rule group ..................................................................................................... 18
3.4.3.1.1 How to add a new manual rule group ................................................................................ 19
3.4.3.1.2 How to add a new automatic rule group ............................................................................ 21
3.4.3.2 How to edit a rule group ............................................................................................................. 24
3.4.3.3 How to delete a rule group ......................................................................................................... 26
3.4.3.4 How to add a new rule to a rule group ....................................................................................... 28
3.4.3.5 How to add an existing rule to a rule group ............................................................................... 31
3.4.3.6 How to remove a rule from a rule group .................................................................................... 34
3.4.3.7 How to reload data for automatic rule groups ............................................................................ 35
3.4.4 Rules Management View .................................................................................................................... 37
3.4.4.1 How to add a new rule ............................................................................................................... 39
3.4.4.2 How to edit a rule ....................................................................................................................... 42
3.4.4.3 How to delete a rule ................................................................................................................... 44
3.4.4.4 How to display automatic rules .................................................................................................. 46
3.5 OCR Result View ........................................................................................................................................ 48
3.5.1 OCR Result View – Overview ............................................................................................................. 51
3.5.2 How to manage Massive OCR ........................................................................................................... 53
List of Figures ......................................................................................................................................................... 56
List of Tables .......................................................................................................................................................... 58

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COPYRIGHT NOTICE
Comarch OSS Suite Documentation
Copyright © 2023 COMARCH
All rights reserved.

No part of this document may be copied, distributed, transmitted, transcribed, stored in a retrieval system, or
translated into any human or computer language without the prior written permission of COMARCH.

The manufacturer has made every effort to ensure that the instructions contained in the documents are
adequate and free of errors and omissions. The manufacturer’s liability for any errors in the documents is limited
to the correction of the errors. The manufacturer reserves rights to change the documents without notice. Some
parts of the documents may not follow the current version of the software. Please refer to release notes of the
installed software version to find out about new features of the software, error corrections and specific
installation instructions.

The documents have been prepared to be used by professional and properly trained personnel, and the
customer assumes full responsibility when using them. The manufacturer welcomes customer comments as part
of the process of continual development and improvement of the documentation in the best way possible from
the user’s viewpoint. Please submit your comments to the nearest Comarch representative.

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ABBREVIATIONS
The following abbreviations apply throughout this document:

Abbreviation Full form

CSV Comma Separated Values

BOM Bill of Material

BPM Business Process Management

DMS Document Management System

DWDM Dense Wavelength Division Multiplexing

GUI Graphical User Interface

IP Internet Protocol

JSON JavaScript Object Notation

MO Managed Object

MPLS Multiprotocol Label Switching

NP&D Network Planning & Design

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NOTATION CONVENTIONS
The following typographic conventions apply throughout this document:

Style Description

Important paragraphs are distinguished by exclamation marks.

Cross-references to other documents are distinguished by the graphic symbol


presented on the left.

Tips for the users are distinguished by the icon presented on the left.

Objects All names of objects start with a capital letter, e.g. Address, Location.

'quotation marks' All attribute values are marked by quotation marks, e.g. ‘PATH_1’.

Names of other documents, commands, windows, tabs and other information that
Bold you must use literally appear in bold, e.g. Framework Console Operations,
Layers.

Names of buttons appear in Courier New in square brackets and in bold, e.g.
[BUTTON]
[FINISH].

Italics Names of object attributes appear in italics, e.g. Name, Identifier.

References to other specific parts of the document appear as blue, bold and
Blue bold underlined
underlined text, e.g. Blue bold underlined .

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1 Preface
Please note that the screenshots in this document are provided for illustrative purposes only and
should not be treated as an exact representation of the Console Graphical User Interface. It may
differ depending on the software version and installed components. Additionally, the user may not
have access to some functionalities or modules because of the lack of appropriate privileges.

This document describes the out-of-the-box version of the product and does not include project-
specific features or customisations.

Recommended reading
To read and understand this document, one must have basic knowledge about the Comarch
OSS system, its basic concepts, data model introduction, generic views and functionalities. For
introduction to the Comarch OSS system please refer to ComarchOSSUserDoc_Web_Console.

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2 How to open the Comarch OSS Console


NOTE: supported browsers
For the Comarch OSS Console to work properly, you must use one of the supported web
browsers. These include the latest version of:
• Google Chrome (recommended)
• Mozilla Firefox
• Opera
• Microsoft Edge
• other Chromium-based browsers.

1. Enter an appropriate URL or IP address in an Internet browser.


2. When the log-in page appears, fill in the username and password.
3. Click [Log in].

Figure 1 Opening the Web Console

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4. Once the username and password are entered correctly, the Home page is displayed.

Figure 2 Home page

TIP: working in several browser tabs


When working with the Console, you can switch from one view to another and use several views
at the same time. If you do not want to close the view that you are currently working with, open
new views in separate browser tabs (right-click a link or a button and select the Open link in new
tab option).
By using Go backwards one page and Go forwards one page options you might lose your work
(e.g. search results).

Recommended reading
To learn more about the Console and its basic capabilities, see
ComarchOSSUserDoc_Web_Console.

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3 OCR
Tesseract Open Source is OCR Engine, constantly developed under the Apache Open Source 2.0 license. It
supports 100+ languages, including Polish and English.

Available input formats for OCR are:

• TIFF, TIF, JPEG, GIF, PNG, and BMP image formats


• Multipage TIFF images
• PDF document format
• Excel (only for text)
• Word (only for text)
• Txt (only for text).

The output formats are:

• Plain txt (UTF-8 encoded)


• PDF (searchable)
• HTML
• hOCR
• Tsv.

Images for OCR recognition should have at least 200 DPI, usually 300 DPI, 1 bpp (bit per pixel) monochrome or
8 bpp in grayscale, TIFF or PNG. PNG format is usually smaller than the other formats of images and still keeps
high quality thanks to lossless compression algorithms.

3.1 Autotagging
Automatic tagging engine is a REST microservice intended for OCR files using Tesseract. It qualifies texts with
tags by using Regex and tag Attachment.

Uploaded Attachment with extensions compatible with Tesseract or with the .txt extension are able to be tagged
in order to extract text from them.

Tagging is regulated by selected rules (for more information see Rules Group Management).

3.2 How to do OCR on a single file

1. Click the icon next to a selected file.

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Figure 3 Doing OCR on a single file

2. Optionally, select a Rule group from the drop-down list. If you do not select anything in this field, OCR will be
done without Autotagging.
3. Select Priority.
4. Click [Save].

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Figure 4 Select rule group wizard

OCR is done. The icon turns to green. You can click it to display the results of the process.

Figure 5 OCR done on a single file

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3.3 How to do OCR and Autotagging on a folder

NOTE: files already in folder


Please note that selecting the automatic tagging option on a folder will also trigger the OCR
process for documents (in the latest possible version) that have not gone through the process
before.

1. Select a folder.
2. Click [Create] > [Automatic tagging].

Figure 6 OCR and autotagging on a folder

3. Complete the Select rule group wizard (the mandatory fields are marked with an asterisk). Please note that
by selecting optional parameters, you can narrow down the group of Attachments from a folder in order to
speed up the process.

Attribute Description

Rule group Specifies the rule group according to which the autotagging will be performed.

Priority * The priority of the OCR process. The possible values are:
• 'Low' (default value)
• 'Medium'
• 'High'
• 'Urgent'.

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Attribute Description

File The extensions of Attachment files on which the process will be performed. You can select
extension more than one value.

Type The type of Attachment on which the process will be performed. You can select more than one
value.

Table 1 Automatic tagging – wizard values

4. Click [Save].

Figure 7 OCR and autotagging on a folder – wizard

The files are added to the OCR queue.

NOTE: Massive OCR


Please note that files that are in the OCR queue will be processed only when Massive OCR is
enabled. For more information see How to manage Massive OCR.

3.4 Rules Group Management


Rules group Management allows displaying and managing the rules and rule groups stored in the database as
well as creating new ones.

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3.4.1 How to open Rules Group Management


To open Rules group Management from the Home page

1. Click Resource Inventory.


2. In the DMS section, select Rules Collection Management.

Figure 8 Opening Rules group Management from the Home page

To open Rules group Management from the navigation panel

1. Select Resource Inventory.


2. Click the DMS category to expand it.
3. Click Rules Collection Management.

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Figure 9 Opening Rules group Management from the navigation panel

3.4.2 Rules Group Management – Overview


Rules group Management view consists of the:

1. Toolbar.
2. List of rule groups.

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Figure 10 Rules group Management overview

The following actions are available on the toolbar:

[Add new rule group] Allows adding a new rule group.

[Rules management] Opens Rules management view.

3.4.3 Working in Rules Group Management


This section describes the following actions available from Rules Group Management:

• How to add a new rule group


• How to edit a rule group
• How to delete a rule group
• How to add a new rule to a rule group
• How to add an existing rule to a rule group
• How to remove a rule from a rule group
• How to reload data for automatic rule groups

3.4.3.1 How to add a new rule group


There are two types of rule groups:

• Manual – rules are created manually by the user

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• Automatic – rules are generated automatically from global search with available types: Region, District,
Commune, City, Street.

3.4.3.1.1 How to add a new manual rule group


1. From the toolbar select [+ Add new rule group].

Figure 11 Adding a new manual rule group

2. The Add new rule group wizard is displayed. Enter the Title of the rule group and select 'Manually' from the
Data Input Type field.
3. Click [Save].

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Figure 12 Adding a new manual rule group – wizard

The new rule group is added to the list.

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Figure 13 Newly added manual rule group displayed on the list

3.4.3.1.2 How to add a new automatic rule group


1. From the toolbar select [+ Add new rule group].

Figure 14 Adding a new automatic rule group

2. The Add new rule group wizard is displayed. Enter the Title and select 'Automatic' Data Input Type.

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Figure 15 Add new rule group wizard

3. Two mandatory fields are added to the wizard: Attribute and Type. The 'Name' value in the Attribute field is
predefined and cannot be changed. Select one of the following values for Type:

• 'Region'
• 'District'
• 'Commune'
• 'City'
• 'Street'.
4. Click [Save].

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Figure 16 Add new rule group wizard – additional fields

The rule group is created and added to the list.

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Figure 17 Newly added automatic rule group displayed on the list

3.4.3.2 How to edit a rule group

1. Click the icon next to a selected rule group.


2. Select [Edit rule group].

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Figure 18 Editing a rule group

3. The Edit rule group wizard is displayed. You can modify the Title only.
4. Click [Save].

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Figure 19 Editing a rule group – wizard

Please note that if you do not introduce any changes, the error notification is displayed.

Figure 20 Editing a rule group – error notification

3.4.3.3 How to delete a rule group

NOTE: deleting rules


Please note that deleting a rule group does not delete the rules contained within it. To delete a
rule, refer to How to delete a rule.

1. Click the icon next to a selected rule group.


2. Select [Delete rule group].

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Figure 21 Deleting a rule group

3. The Delete rule group dialog is displayed. Click [Delete].

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Figure 22 Deleting a rule group – confirmation dialog

3.4.3.4 How to add a new rule to a rule group

1. Click the icon next to the selected rule group.


2. Select [Create new rule].

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Figure 23 Creating a new rule

3. The Add new rule to rule group wizard is displayed. Enter the Title of the rule and the Regex expression.

NOTE: correct expressions


Please note that the system does not validate whether the provided Regex expressions are
correct.

4. Click [Save].

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Figure 24 Creating a new rule – wizard

The new rule is added to the rule group.

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Figure 25 New rule displayed on the list

3.4.3.5 How to add an existing rule to a rule group

1. Click the icon next to a selected rule group.


2. Select [Add existing rule].

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Figure 26 Adding an existing rule to a rule group

3. The Add existing rule to rule group wizard is displayed. Start typing the name of the rule you want to add
to the rule group, the system will display matching rules on the drop-down list. Select the rule from the list.
4. Click [Save].

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Figure 27 Adding an existing rule to a rule group – wizard

The rule is added to the rule group.

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Figure 28 An existing rule added to a rule group

3.4.3.6 How to remove a rule from a rule group

1. Click the icon next to a selected rule.


2. Click [Remove rule].

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Figure 29 Removing a rule from a rule group

3.4.3.7 How to reload data for automatic rule groups


Automatic rule groups are created based on the current dictionary values from the OSS database. If new items
are added to the database, data for the rule group should be reloaded.

1. Click the icon next to a selected automatic rule group.


2. Select [Reload Data].

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Figure 30 Reloading data for an automatic rule group

3. The Reload Data dialog is displayed. Click [Refresh].

Figure 31 Reload Data dialog

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Once the process is done, the confirmation message is displayed.

Figure 32 Reloading data – confirmation message

3.4.4 Rules Management View


Rules management view displays detail information about rules and allows the user to manage them.

To open Rules management view

In Rules group Management click [Rules management] on the toolbar.

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Figure 33 Opening Rules management view

Rules management view consists of the following sections:

1. Search field
2. Toolbar
3. List of rules

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Figure 34 Rules Management view

3.4.4.1 How to add a new rule


1. On the toolbar click [Add new rule].

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Figure 35 Adding a new rule

2. The Add new rule wizard is displayed. The process of adding a new rule is the same as in How to add a
new rule to a rule group.

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Figure 36 Add new rule wizard

The new rule is added to the list.

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Figure 37 New rule displayed on the list

3.4.4.2 How to edit a rule

1. Click the icon next to a selected rule.


2. Select [Edit rule].

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Figure 38 Editing a rule

3. The Edit rule wizard is displayed. Modify the attributes you want to update.
4. Click [Save].

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Figure 39 Edit rule wizard

3.4.4.3 How to delete a rule

1. Click the icon next to a selected rule.


2. Select [Delete rule].

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Figure 40 Deleting a rule

3. The Delete rule dialog is displayed. Click [Delete].

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Figure 41 Delete rule dialog

3.4.4.4 How to display automatic rules


By default, only manual rules are displayed on the list. Follow the steps below to include automatic rules in the
list:

1. Tick the Show all checkbox.

TIP: searching for a specific rule


If you are searching for a specific automatic rule, you can filter the displayed list by entering the
Title in the search field.

2. Click [Search].

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Figure 42 Displaying automatic rules

The list is refreshed and includes automatic rules.

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Figure 43 List with automatic rules

3.5 OCR Result View


OCR Result View is a dedicated view to browse the results of OCR and stop or start Massive OCR.

To open OCR Result View from the Home page

1. Click Resource Inventory.


2. In the DMS section, select OCR Results View.

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Figure 44 Opening OCR Result View from the Home page

To open OCR Result View from the navigation panel

1. Select Resource Inventory.


2. Click the DMS category to expand it.

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Figure 45 Opening OCR Result View from the navigation panel (1)

3. Select OCR Results View.

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Figure 46 Opening OCR Result View from the navigation panel (2)

3.5.1 OCR Result View – Overview


To display information in OCR Result View, you need to filter the results first.

1. Filter the results by Status or User Name using the Filter section. The available Status options are as
follows:

Status Description

Success Automatic Tagging result was ended with the 'Success' status.

Failed Automatic Tagging result was ended with the 'Failed' status.

Scheduled automatic Automatic Tagging result is waiting in a queue with a lower rank.

Scheduled manually Automatic Tagging result is waiting in a queue with a higher rank.

In progress Automatic Tagging result is processing right now.

Cancel Automatic Tagging result was cancelled.

Delete Automatic Tagging result was removed.

Table 2 OCR statuses

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2. Click [Filter].

Figure 47 Displaying information in OCR Result View

A list with OCR results is displayed. You can use the hyperlinks in the Attachment Id column to open the
Attachment in Information View.

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Figure 48 OCR Result View with displayed information

3.5.2 How to manage Massive OCR


The system queries results with Status 'Scheduled automatic' and sorts them by Status, Priority and
update_date, all in a descending order. Below is an example of visualisation of the queue.

Figure 49 Visualisation of Massive OCR queue

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You can manage this process by using the [Start/Stop Massive OCR] in OCR Result View.

Figure 50 Start Mass OCR button

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Figure 51 Stop Mass OCR button

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LIST OF FIGURES
Figure 1 Opening the Web Console ......................................................................................................................... 9

Figure 2 Home page ............................................................................................................................................... 10

Figure 3 Doing OCR on a single file ....................................................................................................................... 12

Figure 4 Select rule group wizard ........................................................................................................................... 13

Figure 5 OCR done on a single file ........................................................................................................................ 13

Figure 6 OCR and autotagging on a folder ............................................................................................................ 14

Figure 7 OCR and autotagging on a folder – wizard .............................................................................................. 15

Figure 8 Opening Rules group Management from the Home page ....................................................................... 16

Figure 9 Opening Rules group Management from the navigation panel ............................................................... 17

Figure 10 Rules group Management overview ....................................................................................................... 18

Figure 11 Adding a new manual rule group ........................................................................................................... 19

Figure 12 Adding a new manual rule group – wizard ............................................................................................. 20

Figure 13 Newly added manual rule group displayed on the list ............................................................................ 21

Figure 14 Adding a new automatic rule group ........................................................................................................ 21

Figure 15 Add new rule group wizard ..................................................................................................................... 22

Figure 16 Add new rule group wizard – additional fields ........................................................................................ 23

Figure 17 Newly added automatic rule group displayed on the list ........................................................................ 24

Figure 18 Editing a rule group ................................................................................................................................ 25

Figure 19 Editing a rule group – wizard .................................................................................................................. 26

Figure 20 Editing a rule group – error notification .................................................................................................. 26

Figure 21 Deleting a rule group .............................................................................................................................. 27

Figure 22 Deleting a rule group – confirmation dialog ........................................................................................... 28

Figure 23 Creating a new rule ................................................................................................................................ 29

Figure 24 Creating a new rule – wizard .................................................................................................................. 30

Figure 25 New rule displayed on the list ................................................................................................................ 31

Figure 26 Adding an existing rule to a rule group................................................................................................... 32

Figure 27 Adding an existing rule to a rule group – wizard .................................................................................... 33

Figure 28 An existing rule added to a rule group ................................................................................................... 34

Figure 29 Removing a rule from a rule group ......................................................................................................... 35

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Figure 30 Reloading data for an automatic rule group ........................................................................................... 36

Figure 31 Reload Data dialog ................................................................................................................................. 36

Figure 32 Reloading data – confirmation message ................................................................................................ 37

Figure 33 Opening Rules management view ......................................................................................................... 38

Figure 34 Rules Management view ........................................................................................................................ 39

Figure 35 Adding a new rule................................................................................................................................... 40

Figure 36 Add new rule wizard ............................................................................................................................... 41

Figure 37 New rule displayed on the list ................................................................................................................ 42

Figure 38 Editing a rule .......................................................................................................................................... 43

Figure 39 Edit rule wizard ....................................................................................................................................... 44

Figure 40 Deleting a rule ........................................................................................................................................ 45

Figure 41 Delete rule dialog ................................................................................................................................... 46

Figure 42 Displaying automatic rules ..................................................................................................................... 47

Figure 43 List with automatic rules ......................................................................................................................... 48

Figure 44 Opening OCR Result View from the Home page ................................................................................... 49

Figure 45 Opening OCR Result View from the navigation panel (1)...................................................................... 50

Figure 46 Opening OCR Result View from the navigation panel (2)...................................................................... 51

Figure 47 Displaying information in OCR Result View ........................................................................................... 52

Figure 48 OCR Result View with displayed information ......................................................................................... 53

Figure 49 Visualisation of Massive OCR queue ..................................................................................................... 53

Figure 50 Start Mass OCR button .......................................................................................................................... 54

Figure 51 Stop Mass OCR button .......................................................................................................................... 55

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LIST OF TABLES
Table 1 Automatic tagging – wizard values ............................................................................................................ 15

Table 2 OCR statuses ............................................................................................................................................ 51

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