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Home Ribbon Buttons

When the Home tab is selected, the Home ribbon is displayed.

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Note: Click on a button in the graphic above to go to the relevant topic.

Import Options

Add to List

Click the Add To List button to add the currently selected files to the Document Import List.

Note: Only displayed when Advanced View is enabled. See “Advanced View”.

Remove

Click the Remove button to remove the currently selected files from the Document Import List.

Note: Only displayed when Advanced View is enabled. See “Advanced View”.

Import Selection

Click the Import Selection button to import the currently selected files in to DataStore®DSX. Select one of the menu items.

Note: Only displayed when Advanced View is unavailable. See “Advanced View”.

Import Documents

Select Import Documents to import the selected documents, close the Importing window and return to Indexing Studio.

Import Documents and Delete

Select Import Documents and Delete to import the selected documents, delete them from the file system, then close the Importing window and return to Indexing Studio.

Note: Read-only files will not be deleted from the file system

Batch and Collation Settings

Batch and Collation Settings are used to collate documents based on job separator values or a barcode value.

When to use Batch Settings and Collate

Batch Settings and Collate can be used to ensure scanned documents are not stored as a single scanned document.

Batch Settings

Use Batch Settings when you want:

  • to use a specific DataStore®DSX separator sheet to define document boundaries.
  • to search for a specific barcode value to define document boundaries.
  • the scanned documents to be assigned to a specific Data Definition.
  • the scanned images rotated.

Collate

Use Collate when you simply want each document to be a fixed number of pages long.

Select a Batch Setting

The name of the active batch setting is displayed in the text box. A different batch setting can be selected by clicking the batch setting name to display a drop-down list of configured batch settings. Select the batch setting you want to use from the drop-down list or None if you do not want to use batch settings.

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Add Batch Setting

imageClick the Add Batch Setting button to open the Batch Setting window.

The Batch Setting window is displayed. Enter a name for the new Batch Setting.

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Click OK to save the Batch Setting name and configure the Batch settings or Cancel to exit without creating a new Batch setting. If you enter a name which is already in use, you see the following warning.

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Enter a different name for the new Batch Setting and click OK. The Batch Setting Window is opened.

Batch Settings Window

The Batch Setting window enables you to select a Batch Setting, edit an existing Batch Setting or create a new Batch Setting.

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The Batch Setting you are creating is shown (Batch 1 in the above example).

The Batch Settings are described in Table 176.
Table 176. Terminology: Importing Window Batch Settings

Term

Meaning

Batch setting name

The batch setting is displayed.

  • Click the button with a + icon to create a new batch setting.
  • Click the button with a pencil icon to edit the name of the batch setting.
  • Click the button with a x icon to delete the batch setting.

Private or Public

Select whether the current batch setting will be Public or Private.

  • [Private] Stored on Client – the batch setting can be used on the current client machine only.
  • [Public] Stored on Server – all Indexing Studio users can use the batch setting, regardless of the client machine they use to run Indexing Studio (as long as they are accessing the same DataStoreDSX Server).

Use barcode separation even if no matching criteria is found

When selected, the Behaviour settings (see Table 177 on page 723) are applied, even when no matching barcode or Job Separator is found.

Default Behaviour

Collate Every

When no criteria are matched, sets the number of pages which are grouped together as a single document.

Rotate

When no criteria are matched,

  • 90 – Rotate the next scanned page 90° clockwise
  • 180 – Rotate the next scanned page 180° clockwise
  • -90 – Rotate the next scanned page 90° anticlockwise

Destination Data Definition

When no criteria are matched, [ Unassigned ] – No Data Definition is assigned to the Criteria.
OR

Select a Data Definition from the drop-down list. This Data Definition is then assigned to the Criteria.

Click the Add Criteria button to define the Criteria for the Batch Setting.

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The Batch Criteria window is displayed.

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The Batch Criteria settings are described in Table 177.
Table 177. Terminology: Batch Criteria

Term

Meaning

Separation

Job Separator Number

When a document you are going to import contains DataStore®DSX job separator sheets, you can use these sheets for this Criteria. When the importer finds the specified job separator sheet in the file, the next page in the file is put in a new document.

Range 1–10. See example below.

Barcode Setting

Select Barcode Settings and either select a named barcode setting from the drop-down list, or click the (ellipsis) button to open the Barcode Manager window. See “Barcode Manager”.

The Barcode Settings are used to define the Separators for the scanned pages. When the defined Barcode Settings are found, the next sheet is the first page of a new document.

Barcode Value

Enter the Barcode Value for which you want the scanner to search. When the defined Barcode Value is found, the next sheet is the first sheet of a new document.

Behaviour

Collate Every

Sets the number of pages which are grouped together as a single document.

Note: When both Job Separator (Job Separator Number, Barcode Setting or Barcode Value) and Collate Every are set, the first condition to be met is used. Therefore, if a Job Separator is imported before the number of pages defined by Collate Every are imported, a new document is started.
Alternatively, if the number of pages defined by Collate Every is imported without encountering a Job Separator, a new document is started

Rotate

  • 90 – Rotate the next scanned page 90° clockwise
  • 180 – Rotate the next scanned page 180° clockwise
  • -90 – Rotate the next scanned page 90° anticlockwise

Destination Data Definition

[ Unassigned ] – No Data Definition is assigned to the Criteria.
OR

Select a Data Definition from the drop-down list. This Data Definition is then assigned to the Criteria.

Ten DataStore®DSX Job Separator pages are provided. For example, Sheet 1 is shown below.

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Barcode Manager

The Barcode Manager window is used to create specific Barcode Settings.

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The Barcode Manager settings are described in Table 178.
Table 178. Terminology: Barcode Manager

 

Term

Meaning

Open

To view a test document, click Open and browse to the folder containing the required document, then click Open to view the selected document. Opening a test document enables you to define the region of the document where the barcode is expected to be and test the setting.

Navigation controls

Document navigation controls are displayed below the test document.

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image – Move to the first page of the Test document.

image – Move to the previous page in the Test document.

image – The page number of the displayed page and the total number of pages in the test document.

image – Move to the next page in the test document.

image – Move to the last page of the test document.

image – Rotate the test document 90 degrees anticlockwise.

image – Rotate the test document 90 degrees clockwise.

image – Fit the page to the height of the test document. The icon is highlighted because it’s been selected.

image – Fit the page to the width of the test document.

image – The zoom slider control enables you to change the magnification of the test document.

Name of Barcode Setting

Select the name of the Barcode Setting you wish to edit from the drop-down list.
OR
Click the + icon to create and name a new Barcode Setting.
OR
Click the X icon to delete the active Barcode Setting.

Properties

Private or Public

Select one of the following:

  • [Private] Stored on Client – The barcode setting is stored locally on the Client. Only Indexing Studio users who use the current Client machine can use this barcode setting.
  • [Public] Stored on Server – The barcode setting is stored on the DataStoreDSX Server. All Indexing Studio users can use this barcode setting.

Barcode Type

Select one of the following:

Auto-Detect – The software will automatically detect the type of barcode.
OR
The Barcode Type from the drop-down list.

Note: A barcode type followed by (2D) indicates a 2D barcode.

Orientation

Select one of the following:

Expecting Horizontal Barcode – All vertical Barcodes are ignored.
OR
Expecting Vertical Barcode – All horizontal Barcodes are ignored.
OR
Expecting Horizontal or Vertical Barcode – Both horizontal and vertical barcodes are scanned.

Job Separator?

  • Do Not Use As a Job Separator – Do not use the barcode setting as a job separator.
  • Use As a Job Separator and Store Value – Use the barcode setting as a job separator and store the barcode value.
  • Use As a Job Separator and Do Not Store Value – Use the barcode setting as a job separator but do not store the barcode value.
  • Use as a Job Separator and Discard Page – Use the barcode setting as a job separator but do not store the page or the barcode value.

Scan Full Page?

  • Scan Full Page – Import the full page and locate the barcode.
  • Scan Defined Region – Look for the barcode in the defined region only.

Region

When Scan Defined Region is selected, define the region by entering the values (in pixels) for the parameters:

  • Top – The region starts this number of pixels from the top of the page.
  • Height – The region is this number of pixels high.
  • Left – The region starts this number of pixels from the left of the page.
  • Width – The region is this number of pixels wide.

Alternatively, use the mouse pointer to select the area on the test document (see Open, above) where the Barcode is expected to be located (see the above graphic).

Test Setting

This button is active when a test document has been opened. See Open, above, for more information.

Click the Test Setting button to determine whether the defined Region contains a barcode.

  • Page – The page number of the test document.
  • Barcode Type – The type of barcode found on the page.
  • Barcode – The value of the barcode found on the page.

When no barcodes are found in the defined region on any of the pages of the test document, No barcodes found is displayed.

OK

When you have completed (and tested) your setup, click OK to save your settings and close the Barcode Manager window.

Edit Batch Setting

imageClick the Edit Batch Setting button to change the name of the active Batch Setting.

See Table 176, “Terminology: Importing Window Batch Settings” for details on the settings which can be changed.

Delete Batch Setting

imageClick the Delete Batch Setting button to delete the active Batch Setting.

Set Default Batch Setting

imageClick the Set Default Batch Setting button to set the active Batch setting as the default Batch setting.

Note: Different Default Batch Settings are set for the Import window and for Scanning.

When a Scanning or Import Default Batch Setting is configured, this setting will be automatically selected every time Scanning or the Import window is opened. as appropriate. When a Default Batch Setting is configured, the Default button is highlighted.

When the Default Batch Setting is not configured for Scanning, the currently selected Batch Setting is used for scanning performed from Indexing Studio and from the Scanning Window. However, when a Default Batch Setting is not configured for Import, no Batch setting is applied when the Import window is opened.

Barcode Separation

When selected (the button is highlighted) and when a barcode is scanned, the next (and subsequent) pages which are scanned are stored in a new document.

Note: This is unavailable when a Batch Setting is selected.

Collate All/Collate Every

Collate All causes all newly scanned or imported pages (as appropriate) to be put in a single document.

When Collate Every X is selected, X pages are scanned or imported (as appropriate) in to a document. The next X pages are scanned or imported in to a new document. This continues until all the pages have been scanned or the whole document has been imported. X is an integer between 1 and 100.

Values between 1 and 10 can be selected from the drop-down menu. To select a value greater than 10, click the Specify Collation Value... button and use the up and down arrows to select the required value. Click OK to use the entered value or Cancel to ignore the value.

Note: Collation Options are unavailable when a Batch Setting is selected.

Specify Collation Value

Values between 1 and 10 can be selected from the drop-down menu. To select a value greater than 10, click the Specify Collation Value... button and use the up and down arrows to select the required value. Click OK to use the entered value or Cancel to ignore the value.

Booklet Mode

Select the Booklet Mode button before importing a scanned image of a booklet. When the Booklet Mode button is selected (the button is highlighted), images are automatically split in to two pages and reordered so they are displayed in the correct order. See “Scanning a Booklet” for an example.

View

New Favourite

Click on New Favourite to open the Browse to Folder window. Select a folder to add to your list of favourite folders to import files from. Favourite folders are shown on the Favourites tab beside the File System tab.

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Refresh

Click on Refresh to refresh the application.

Show All Files

Click on Show All Files to display all the files in the folder. When Show All Files is selected, the button is highlighted. All files are displayed regardless of their file type (unless a filter has been applied, see “Filter” for more information).

When Show All Files is not selected, the button is not highlighted. Only text, Microsoft Office, graphics and Adobe Acrobat PDF files are displayed (unless a filter has been applied, see “Filter” for more information).

Advanced View

Click on Advanced View to display the Advanced View (the button is highlighted). When Advanced View is selected, the Document Import List is displayed. Files can be dragged and dropped into the list from various folders and then imported. When Advanced View is cleared, the button is no longer highlighted on the Home ribbon and the Document Import List pane is hidden.

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Locate Item

Click the Locate Item button to open the locate item text box.

This enables a user, who knows the path to a folder or one or more files which are to be imported, to enter the path and go directly to the required item’s location. See “When the Path is Known” for more information.

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