For SharePoint 2010 In This Presentation Capture Overview Capture Requirements Capture Installation Capture Initial Launch and Profile Creation Capture

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KnowledgeLake Capture

1Capture 4.9.0For SharePoint 2010Scaled ArchitectureBatch ArchitectureScan-Only and Index-Only WorkstationsCapture Architecture65Capture OptionsThe Program MenuCapture Options79Directory WatcherZonal OCR TemplatesCapture Tools82Profile AdministrationNew ProfilesProfile Administration Utility90Barcodes and patchcodes can be used to separate a document or a batch.During a barcode recognition operation, the image being processed is searched for possible barcodes.Barcodes can be used to automatically assign specific attributes to a document. Production Capture: Barcodes and Patchcodes

Barcodes

Patch T/Transfer Patch7KnowledgeLake Capture is an application used for production image capture, indexing, and batch management. The primary function of KnowledgeLake Capture is to convert paper content to an electronic format. KnowledgeLake Capture was built to capture anywhere from a few hundred to hundreds-of-thousands of images per day. Users assign metadata (a process referred to as indexing), and then release the content along with the associated metadata to a SharePoint repository. KnowledgeLake Capture Overview8Three main components make up the production capture process:Scan: An operator scans paper documents to import content into Capture and create a batch. The file importer or a directory watcher may also be used. Index: A user applies metadata to each document in the batch. Assigning relevant metadata facilitates the search and retrieval of documents from within the SharePoint repository. Release: After all documents in a batch have been indexed, the batch is released. Typically, Capture releases to a SharePoint repository.

KnowledgeLake Capture Overview9Desktop Software Requirements:Microsoft Windows 7 x32 or x64 or greater Microsoft Windows Vista x32 or x64 +SP2 Microsoft Windows XP Professional +SP2 or greater Microsoft .Net Framework 4.0 Full Framework Requirements11Desktop Hardware Requirements: 1 GHz processor or higher 1 GB RAM 50 MB hard disk space + space for documents to be scanned 1024x768 or higher display resolution ISIS, TWAIN or WIA compatible capture device, if scanning rather than using File Import. Ensure that the desktop hardware meets the scanner manufacturers documented requirements.

*These are the minimum required hardware specifications. For recommended hardware in a high volume scanning environment, please refer to Appendix 1 of the Capture Admin Guide Requirements12Microsoft Windows SharePoint Services 2.0or greater (WSS)Microsoft Windows SharePoint Portal Server 2003 (SPS) Microsoft Office SharePoint Server 2007 (MOSS)Microsoft SharePoint Server (SharePoint 2010)Microsoft SharePoint Foundation (SharePoint 2010) Note: Product does not install on the server, it is a desktop application only. Supported Server SystemsFor more information on Capture requirements, read the Capture 4.9.0 Release Notes. 13You must be logged in as an administrator to install and activate KnowledgeLake Capture. Capture will not install successfully using the Run-As Administrator option. Allow the installation scripts to run completely. Failure to do so results in the inability to properly remove or repair the product.Pre-Installation15Run KL_Capture_PDF_Module.exeThe self-extractor prompts the installer to select a destination for the extraction of the installation files. This is not where the application will be installedit is where the installation files will be saved. You may modify the destination or keep the default, then check Launch Setup When Finished, then click Extract.Click Yes to create the destination directory.Installation

16A wizard takes you through the installation process.After the extraction step, there are no other turning points during the installationfollow the prompts until the sequence is complete.Installation

17Launch KnowledgeLake Capture from your computers Start menu in the usual manner.When you run Capture for the first time, the Setup Wizard runs and you must create a profile.Initial Product Launch

19When you start the application for the first time, you will be prompted for activation preferences. Select the Standard Activation. Product Activation

20KnowledgeLake products requires that you enter a valid registration key before the product is usable. Select the On-Premise Server and enter the key.The registration key should be obtained from KnowledgeLake or your software reseller.Product Activation

21A software registration key is tied to your company and the specific software products that have been purchased and registered by you.

Product Activation

For example, if your company has purchased 50 KnowledgeLake Capture licenses, 3 KnowledgeLake Imaging licenses and 3 KnowledgeLake Connect licenses, you will receive one registration key that will allow the successful installation of each of these purchased products.

The Setup WizardWhen you start Capture for the first time, the Setup Wizard will run.After completing this wizard you will have created your first Capture profile.Profiles allow users to quickly and efficiently switch to different scanners, destinations, and options.Profile Creation

23General Options Select the desired options for this profile.Profile Creation

24Scanning You can choose an attached scanner or File Import.File Import allows you to select files for indexing that are already saved on your hard disk. Profile Creation

25SharePoint Site Type Selector:Even if you choose to release to Capture Server or a folder, you need to define the SharePoint site so Capture can retrieve content types.Profile Creation

Site URL is the address of your SharePoint site. Define the top level if you want to retrieve all content types.Credentials connect to SharePoint, and must have contribute access to libraries in order to save content.Checking Default Credentials will set Capture to use the credentials of the currently logged-in user when connecting to SharePoint.Click Next and the Site URL will validate. Click OK.26SharePoint SiteExpand the top level site, then use the Ctrl key to multi-select the locations you want included in the profile.You may also use the buttons on the right to add, remove, or modify locations.Profile Creation

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Saving:You can choose to save documents to a local or network drive, to a SharePoint site, or to KnowledgeLake Capture Server.Profile CreationAuto Foldering automatically generates folders to store documents. A folder structure based on year, month, and date is created within the SharePoint document library.Doing this dramatically increases the number of documents a SharePoint library can typically store. If you do not want folders to automatically generate, clear the option and documents will be saved in the root of the document library. 28Release File Type: You can leave documents in their native format or you can have Capture convert these documents to a specific file type once captured.Both TIF and PDF are available, and XPS is available if the .NET 3.0 framework is installed.Profile Creation

29Finished: Upon successful completion of the Setup Wizard, Capture displays the Finished window.Profile Creation

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Select a Content Type:Profile CreationWhen you complete the wizard, the application will launch and prompt you to select a default content type.This indicates that Capture has connected to SharePoint and retrieved the associated libraries, sites, and content types.Make your selection, then click OK.31The Capture ScreenThe interface is divided into 3 sections.

Ribbon BarStatus BarPanes32The Panes

Preview Pane Shows the selected page and annotationsIndex Pane (or Properties Pane) Shows the metadata associated with the selected content typeBatch Tree View Pane Shows documents and pages in a collapsible tree view33The ribbon bar, sometimes referred to as a toolset, changes based upon the selected tab: Home, Insert or Scan. The Insert tab provides tools for inserting screenshots or pages into the existing document. The Scan tab allows you to select or reset the scanner, and view the scanner properties.The Ribbon Bar

MenuQuick Access BarTabsToolset/Ribbon Bar34The Status Bar

Current ProfileStatus of applicationSelected scannerZoom SliderDefault Content TypeRefresh Content TypesDocument Sets Menu35The messaging window allows you to see messages, errors, and available batches. To display or hide the messaging window, click on the Capture status bar.

Messaging Window

36Click the Capture Program Menu button to see choices for batch manipulation. You may also open Capture Options from the Program Menu.The Program Menu

Capture Program MenuOptions Button37Click the Scan button on the Home tab of the ribbon to bring images into the Capture tree-view pane.For the purposes of this presentation, the term scan represents the action of capturing images, either from a physically connected scanner or from the File Importer. Scan

39Click the Index button on the Home tab of the ribbon to open the Index panel and begin the indexing process.Index

40Enter appropriate metadata values for the selected content type in the available fields of the Index Pane.Click Accept to index the next document or to complete the batch after indexing the last document.Index

41The indexing process typically occurs after scanning and prior to releasing documents to SharePoint. Indexing occurs at the document level. Therefore, you cannot assign different attributes to individual pages of a document.Index

42Metadata can be extracted from an image using Optical Character recognition:Draw a box around the content you want to be read and assigned as metadata. Select the desired metadata column from the pop-up submenu.The data is entered into the selected column.The white field d