CAPTIVA 7 GA LAB 2 – BARCODE

RECOGNITION & PASSING VALUES TO

CAPTIVADESKTOP

Prepared By:
Gareth Hutchins

Gareth.Hutchins@EMC.COM

+44 7977 269925

EMC Corporation
EMC Tower
Great West Road
Brentford
Middlesex
TW8 9AN
United Kingdom

Date:
25th October 2012
CONTENTS

Lab 2 Overview............................................................................................................................................................ 3

Create a Barcode Recognition filter.............................................................................................................................3

Adding the Barcode field to the Document Type.........................................................................................................7

Uploading the changes.............................................................................................................................................. 12

Changing the Capture Flow........................................................................................................................................13

Adding the Barcode Recognition filter...................................................................................................................14

Configuring the ScanPlus Module..........................................................................................................................17

Configuring the Image Processing module.............................................................................................................21

Compiling the Capture Flow...................................................................................................................................21

Running the batch......................................................................................................................................................22

Scanning the Batch.................................................................................................................................................22

Validating the documents......................................................................................................................................25

Lab 2 Summary.......................................................................................................................................................... 27
LAB 2 OVERVIEW

The purpose of this lab is to provide an introduction into Image Processing filters and how to pass values from
other modules into the Captiva Desktop module.

The lab will start with an introduction into the image processing filters before making the changes to the Capture
Flow in Capture Flow Designer.

This lab follows on from the first lab which must have been completed before you start with this one.

CREATE A BARCODE RECOGNITION FILTER

We will first create a new Image Processing Filter to read the barcode.
With Captiva 7, Image processing filters can be shared easily between different Capture Flows.

In Captiva Designers select Image Processing

Select New
Type Barcode and press save

The following is then displayed:

Click the link next to the Test Images: label.

Browse to C:\IA Projects\Batches\Questionnaire Batch

The first image in that folder will then be displayed

Under the filters tab press the + button and select Detection Filters > Detect Barcodes

To see the results, press the ! button next to the new Detect barcodes filter:
Press the Save icon and select Save.

ADDING THE BARCODE FIELD TO THE DOCUMENT TYPE

At the moment, we don’t have a Barcode index field so we must create one.

Select the Document Types Button

Open the FinancialQuestionnaire document type
Press the

button to add a new field Text Box field and set it to Read Only and change the Label to Barcode.

Use the

button to push it the new field to the top of the list.

Save it and then press the Form tab

Change the form so that the new field is at the top

Press Preview
You will see that because we have set the field to read only, we cannot type in the barcode value field.

Close the preview window.

Save the changes.

UPLOADING THE CHANGES

You must now upload the New Image Processing Filter and changes to the Document Type to the server so that
they can be used by the system and the Filter becomes available in the Capture Flow.

Press the System button

Select the Barcode Image Processing filter and the FinancialQuestionnaire document type and press upload

CHANGING THE CAPTURE FLOW

We must now apply the changes to the Capture Flow. Here we will be adding an Image Processing Step to the flow
and then passing the values from that step into the Captiva Desktop module

Press the CaptureFlow Button

Open the FinancialQuestionnaires flow

ADDING THE BARCODE RECOGNITION FILTER

From the palette on the left select the Image Processor Step

Drag it below the green process ball

Click the 1 value Above the ImageProcessor Step

The following will then be displayed

You need to change the Desktop:0.Image to ImageProcessor:0.InputImage

Now, we are going to pass the values into the Desktop module.

We will set the document type so that the user does not need to select it each time. We will then pass the barcode
and the input image

Select the 0 Values between Image Processor and Desktop.

Select the first <IAValue> and enter the following:

Desktop:1.UimDocumentType

Now press [Tab] or press the <Expression> and enter

"FinancialQuestionnaire"

This will set the document type in Desktop to be the questionnaire type.

Now add the following two

Assign to Desktop:0.Image the value ImageProcessor:0.OutputImage

Assign to

Desktop:1.UimDataImportMode the value 1

This will instruct the CaptivaDesktop module that values will be passed into it.

Assign to

Desktop:1.$Runtime.InUimData_Barcode the value ImageProcessor:0.Barcode0_Text

This will pass the value into the module. The $Runtime option must be used as the new object model does not
require a module value of each value being used.

CONFIGURING THE SCANPLUS MODULE

Before we configure that process settings, you must make sure that the correct process has been selected in the
process drop down at the top of the window.

We will be changing the ScanPlus module so that a batch name is automatically created and the batch is
automatically separated into single page documents.

Setup the ScanPlus module:

Navigate to the Event actions tab
Leave the options drop down at 1, so that a new document is created every 1 page.

From the Scanner Events drop down:

Select Every N pages

From the Actions Drop down, select New Document

Leave the Options column as 1

Select the Auto Batch Creation button

Here, we will set up the module so that we don't have to enter a batch name each time

In the Batch Name Schema box, enter:

Questionnaires_@(Index)_@(Now)

This will create a batch Called Questionnaires followed by an incremental number, followed by the current date
and time.
Press OK.

CONFIGURING THE IMAGE PROCESSING MODULE

Load the setup for the ImageProcessor Module.

A list of available profiles will be displayed

Select Barcode and Press OK

COMPILING THE CAPTURE FLOW

There is currently a bug in this version of the software. To save the changes to the process navigate to: C:\Users\
Administrator\Documents\Captiva 7.0\Default\GlobalData\XPP and delete the FinancialQuestionnaires-dir
directory

Save and upload the changes by pressing the upload button.

RUNNING THE BATCH

Now that we have configured the changes we will test them by running a batch through the system.

SCANNING THE BATCH

Load the ScanPlus module, login and create a new batch as before.
You will now see that the Batch Name is greyed out and has been filled in with a value.

Press Create
Press the ScanPages button and the two documents will be automatically imported

Press Finish Scanning

You will see that the two documents have been automatically separated into different documents.

Press Finish Batch

Now, the documents will be sent through the image processor modules where the barcode will be read.

VALIDATING THE DOCUMENTS

Load CaptivaDesktop

The new batch will be displayed

Open it by pressing Get Work.
You will now see that the documents appear separated, the document type has been set, as the index fields are
visible and the barcode value has been populated.

Complete the indexing of the documents.

LAB 2 SUMMARY

This lab has shown how to create and load a simple Image filter and then use the results from that filter and pass
them into a document’s indexing data.

The next lab will focus on creating simple export profiles using the new Standard Export module.