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Project Builder
Ascent Xtrata Pro User's Guide
33
Knowledge Base
This tab is used to manage knowledge bases in order to create new knowledge
bases and to import, export, and encrypt a knowledge base. For details, see
Project Builder User Interface - Project Settings Dialog Box –Knowledge Base Tab.
Testing and Optimizing a Project
When you test or optimize a project you have to distinguish between standard and
invoice projects.
Validate Project
You can check a project for inconsistencies or missing configurations by selecting File
| Validate Project from the main menu. If any problems occur the Warnings dialog
box is displayed.
Figure 2-9. Warnings Dialog Box
In general two different types of warnings are shown:
• Upgrade Warnings –warnings shown in this area must be changed by the
user manually. For example if the ‘old’ project uses an obsolete table locator,
- Getting Started 1
- Ascent Xtrata Pro 1
- Contents 10
- Contents 11
- How to Use This Guide 15
- Related Documentation 16
- Training 17
- Kofax Technical Support 17
- How to Use This Guide 19
- Overview 20
- Capture Flow 21
- Overview 22
- Chapter 1 23
- Ascent Xtrata Pro Server 25
- Ascent Xtrata Pro Validation 26
- Ascent Xtrata Pro Technology 26
- Classification 27
- Document Separation 28
- Online Learning 29
- OCR and Script Integration 29
- Release Script 30
- Statistical Information 30
- Validation 30
- Invoice Processing 31
- Templates 33
- Group Locators 33
- Project Builder 36
- License Activation 37
- Project Builder 38
- Chapter 2 39
- Project Level Fields 40
- Managing Projects 42
- Creating a new Project 43
- Loading an Existing Project 47
- Saving a Project 47
- Project Properties 48
- Invoice Projects 55
- Upgrade Warnings area 59
- Setting Up Classification 62
- Setting Up Extraction 65
- Setting Up Validation 67
- Adding Classes 73
- Class Hierarchy 74
- Class Properties 75
- Classification Options 81
- Layout Classifier 94
- Layout Classifier Properties 97
- Image Clustering 99
- Classification 100
- Chapter 3 101
- Adaptive Feature Classifier 103
- Properties 105
- Auto Optimization 110
- Result Matrix 112
- Instruction Classifier 115
- Managing Views 122
- Extraction 126
- Managing Fields 127
- Extraction 128
- Confidences 129
- Field Inheritance 130
- Field Formatting 131
- Chapter 4 133
- Locators 137
- Managing Locators 140
- X To export a locator 141
- Locator Methods 142
- Assign Locators to Field 143
- Alternatives 144
- Regions 145
- Testing Locators 148
- Field Group Locators 150
- Invoice Group Locator 151
- Order Group Locator 151
- Knowledge Bases 154
- OCR and OMR Profiles 156
- Script Programming 157
- Address Evaluator 159
- Advanced Zone Locator 161
- Barcode Locator 166
- Classification Locator 167
- Database Evaluator 170
- Concept 171
- Database Locator 172
- Using the Database Locator 175
- Speed Considerations 178
- Format Locator 179
- Regular Expressions 180
- Formats 181
- Format Templates 183
- Keywords 184
- Dictionaries 186
- Invoice Header Locator 193
- Locator 194
- Figure 4-46. Taxes Tab 198
- OCR Voting Evaluator 202
- Relation Evaluator 204
- Script Locator 206
- Standard Evaluator 207
- Table Locator 209
- Language Packages 213
- Setting up Table Locator 220
- Methods of Finding Tables 221
- Comparing the Methods 224
- Manual Mode 225
- Figure 4-68. Defining Cells 227
- Order Numbers 228
- Zone Locator 229
- Set Up Validation 234
- Chapter 5 235
- Validation Methods 238
- Validation Rules 240
- Set Up Validation 242
- Validation Sequence 244
- Validation Forms 244
- Validation Test 249
- Project panel 250
- Validation Script Events 251
- User Interface Elements 253
- • Field Properties 258
- General Dialog Boxes 261
- Validation Sample 263
- Step 2: Define Validation 264
- Chapter 6 270
- Introduction 270
- Figure 6-2. Main Menu Bar 272
- Table 6-1. Main Toolbar 276
- Toolbar Buttons Description 276
- Validation Rules 277
- Table 6-2. Mode Toolbar 277
- Extraction 277
- Project Panel 279
- Classification Design Panel 285
- Classification Result Panel 286
- Icon Description 287
- Extraction Design Panel 288
- Extraction Result Panel 291
- Validation Rules Panel 292
- Result Matrix Panel 293
- Test Folder Panel 295
- Figure 6-4. Test Folder 296
- Selection Panel 300
- New Samples Panel 302
- Document Viewer 305
- Figure 6-10. Document Viewer 306
- Class Properties Dialog Box 316
- Settings 320
- Field Properties Dialog Box 332
- Filter Options Dialog Box 338
- OCR Substitution Dialog Box 351
- Open Test Folder Dialog Box 352
- Project Settings Dialog Box 354
- for more information 364
- Script Code Dialog Box 380
- Field Name Replaces 398
- Equation 398
- View Properties Dialog Box 400
- General Invoice Dialog Boxes 416
- Edit Document Dialog Box 421
- Toolbar 424
- Figure 6-101. Test Values 469
- Format Locators 478
- Detected Alternatives 528
- Capture 536
- Chapter 7 537
- Batch Class Considerations 538
- Publishing Batch Classes 539
- Open Synchronization Tool 541
- Perform Synchronization 555
- Using the Release Script 558
- Release tab 560
- Samples tab 561
- Processing Batches 562
- High Availability Support 563
- Service 564
- Chapter 8 565
- Processing Services 566
- Processing Batches 568
- Understanding the Log File 569
- Chapter 9 572
- Figure 9-2. Menu Bar 574
- Figure 9-3. Batch Toolbar 577
- Figure 9-4. Folder Toolbar 577
- Figure 9-6. Page Toolbar 578
- Figure 9-7. View Toolbar 578
- Figure 9-8. Edit Toolbar 578
- Figure 9-9. Field Toolbar 578
- Table 9-1. Table Toolbar 579
- Settings Dialog Box 580
- Miscellaneous Tab 583
- Language Dialog Box 585
- Adjusting the User Interface 586
- Validate a Document 589
- Batch Editing 591
- Character Level Editing 596
- Shortcut Keys 596
- Read-Only Fields 597
- Force Valid Field 597
- Assign a Document Class 597
- Reject Documents or Pages 599
- Table Indexing 600
- Security Boost 600
- Shortcuts 601
- Statistics Viewer 604
- Chapter 10 605
- Elements 606
- Figure 10-3. Main Toolbar 607
- Reports 608
- Statistics Viewer 610
- Historical Reports 611
- Report Conditions 614
- Index 618
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