Document Outline

• Getting Started with Ascent Xtrata Pro
  • Copyright
  • Content
  • How to Use This Guide
    • Introduction
  • Chapter 1 - Overview
    • Introduction
    • Ascent Xtrata Pro
      • Capture Flow
    • Ascent Xtrata Pro Project Builder
    • Ascent Xtrata Pro Synchronization
    • Ascent Xtrata Pro Knowledge Base Administration
    • Ascent Xtrata Pro Server
    • Ascent Xtrata Pro Validation
    • Ascent Xtrata Pro Statistics Viewer
    • Ascent Xtrata Pro Technology
      • Classification
        • Classification Hierarchy
        • Layout Classification
        • Content Classification
        • Instruction Classification
      • Document Separation
      • Extraction
        • Locators
        • Evaluators
      • Online Learning
      • OCR and Script Integration
        • OCR Integration
        • Script Integration
      • Release Script
      • Statistical Information
      • Validation
        • Validation Methods and Rules
        • Validation Forms
    • Invoice Processing
    • Special Invoice Processing Technology
      • Knowledge Bases
        • Protection
      • Templates
      • Group Locators
  • Chapter 2 - Project Builder
    • Introduction
      • License Activation
        • Activating a License
      • Project Level Fields
      • Classification
      • Extraction
        • Extraction Benchmark
      • Validation
    • Managing Projects
      • Creating a new Project
      • Loading an Existing Project
      • Saving a Project
      • Project Properties
      • Testing and Optimizing a Project
        • Validate Project
        • Check Licensed Features with Current Project
        • Optimize Project
    • Invoice Projects
      • Upgrading an Invoice Project from an Earlier Version
        • Changing an Invoice Project to a Standard Project
      • Training Documents for Extraction
      • Templates
      • Test and Optimize an Invoice Project
    • Setting Up Classification
      • Layout Classifier
      • Adaptive Feature Classifier
      • Instruction Classifier
    • Setting Up Extraction
      • Adding Fields and Locators
    • Setting Up Document Separation
      • Testing Document Separation
    • Setting Up Validation
  • Chapter 3 - Classification
    • Introduction
    • Concept of Classification
    • Classification Engines and Learning by Example
    • Definition of Classes and the Class Tree
      • Adding Classes
      • Class Hierarchy
    • Class Properties
    • Classification Options
      • Multipage Evaluation
      • Hierarchical Evaluation and Other Classification Rules
        • Classification based on extraction
        • Reclassification of Documents
        • Single Child Wins Over Parent
        • Parent Represents Competing Children
        • Local Not-Flag
        • Propagated Not-Flag
        • Subtree Classification
        • Redirection
        • Default Classification Result
    • Layout Classifier
      • Concept and Application
      • Set Up
      • Layout Classifier Properties
      • Image Clustering
    • Adaptive Feature Classifier
      • Concept
      • Set Up
      • Properties
      • Thresholds, Precision, and Recall
      • Auto Optimization
    • Result Matrix
    • Instruction Classifier
      • Concept
      • Set Up
      • Using the Instruction Classifier With the Adaptive Feature C
        • Result Combination
        • Local Not-Flag
    • Testing Content Classification
    • Managing Views
  • Chapter 4 - Extraction
    • Introduction
    • Locators and Fields
    • Managing Fields
      • Confidences
      • Field Inheritance
      • Field Formatting
    • Locators
      • Basic Concept of Locators
      • Managing Locators
      • Exporting and Importing Locators
      • Locator Methods
      • Assign Locators to Field
      • Alternatives
      • Regions
      • Testing Locators
    • Field Group Locators
      • Amount Group Locator
      • Invoice Group Locator
      • Order Group Locator
      • Setting Up Field Group Locators
        • Extraction Training Sets
    • Knowledge Bases
    • OCR and OMR Profiles
      • Recognition Engines
      • OCR Substitution
    • Script Programming
    • Address Evaluator
      • Concept
      • Properties
    • Advanced Zone Locator
      • Concept
      • Properties
        • Zone Viewer
    • Barcode Locator
      • Concept
      • Properties
    • Classification Locator
      • Concept
      • Properties
      • Using the Classification Locator
    • Database Evaluator
      • Concept
      • Properties
    • Database Locator
      • Concept
      • Setting Up a Database
      • Using the Database Locator
      • Speed Considerations
    • Format Locator
      • Concept
      • Regular Expressions
      • Formats
      • Format Templates
      • Keywords
      • Dictionaries
        • Adding a Dictionary
        • Dictionaries in Formats
        • Dictionaries as Keywords
    • Invoice Header Locator
      • Concept
      • Properties
        • General Settings
        • Format Locators
        • Taxes
        • Currencies
        • Highlighting
        • Keywords
    • OCR Voting Evaluator
      • Concept
      • Properties
    • Relation Evaluator
      • Concept
      • Properties
    • Script Locator
      • Concept
      • Properties
    • Standard Evaluator
      • Concept
      • Properties
    • Table Locator
      • Concept
      • Table Models and Global Columns
      • Language Packages
        • Training Header Lines for a Language Package
        • Defining language dependent keywords for a language package
        • Re-using language packages
        • Language Package quality
        • Bundled Language Packages
      • Setting up Table Locator
        • Selecting a table model
        • Deciding which mode
      • Methods of Finding Tables
        • Automatic
        • Manual
      • Comparing the Methods
      • Manual Mode
        • Optional Rows and Comments
        • Defining Cells
      • Order Numbers
    • Zone Locator
      • Concept
      • Properties
  • Chapter 5 - Set Up Validation
    • Introduction
    • Setting Up Validation
    • Set Up Validation within Ascent Xtrata Pro Project Builder
    • Validation Design User Interface
    • Validation Sample
  • Chapter 6 - Project Builder User Interface
    • Introduction
    • User Interface Elements
      • Initial View
      • Project Panel
      • Project Panel for Invoice Projects
      • Classification Design Panel
      • Classification Result Panel
      • Extraction Design Panel
      • Extraction Result Panel
      • Validation Rules Panel
      • Result Matrix Panel
      • Test Folder Panel
      • Training Set (Classification) Panel
      • Training Set (Extraction) Panel
      • Selection Panel
      • New Samples Panel
      • Document Viewer
        • Document Viewer Toolbar
    • General Dialog Boxes
      • Add Classification View Dialog Box
      • Advanced Zone Locator Zone Settings Dialog Box
      • Application Language Dialog Box
      • Class Based Precision and Recall Dialog Box
      • Classification Results Dialog Box
      • Class Properties Dialog Box
      • Create new class and table locator Dialog Box
      • Dictionary Options Dialog Box
      • Field Formatter Properties Dialog Boxes
        • Amount Formatting Dialog Box
        • Date Formatting Properties Dialog Box
        • Percentage Formatting Properties Dialog Box
        • Script Formatting Properties Dialog Box
      • Field Properties Dialog Box
        • Table Field Properties Dialog Box
      • Filter Options Dialog Box
      • Fuzzy Database Options Dialog Box
      • Global Columns Settings Dialog Box
      • Instruction Properties Dialog Box
      • New Field Formatter Dialog Box
      • New Validation Method Dialog Box
      • OCR Substitution Dialog Box
      • Open Test Folder Dialog Box
      • Project Properties Dialog Box
      • Project Settings Dialog Box
        • Project Settings Dialog Box – General Tab
        • Project Settings Dialog Box – Classification Tab
        • Project Settings Dialog Box – Views Tab
        • Project Settings Dialog Box – Profiles Tab
        • Project Settings Dialog Box – Databases Tab
        • Project Settings Dialog Box – Dictionaries Tab
        • Project Settings Dialog Box – Tables Tab
        • Project Settings Dialog Box – Formatting Tab
        • Project Settings Dialog Box – Validation Tab
        • Project Settings Dialog Box – Knowledge Base Tab
      • Read Protection Password Dialog Box
      • Recognition Engine’s Properties Dialog Box
        • OCR Page Profile (Full Text) Properties Dialog Boxes
        • OCR Zone Profile Properties Dialog Box
        • OMR Zone Profile Properties Dialog Box
      • Script Code Dialog Box
      • Table Model Properties Dialog Box
      • Validation Methods Properties Dialog Boxes
        • Standard Validation Properties Dialog Box
        • Date Validation Properties Dialog Box
        • Regular Expression Validation Properties Dialog Box
        • Single Field Script Validation Dialog Box
        • Multi Field Script Validation Dialog Box
        • Invoice Validation Dialog Box
      • View Table for Field Dialog Box
      • View Properties Dialog Box
        • Adaptive Feature Classifier View Properties Dialog Box
        • Layout Classifier View Properties Dialog Box
      • Write Protection Password Dialog Box
      • Zone Locator Zone Settings Dialog Box
      • Zone Locator Zone Profile Settings Dialog Boxes
    • General Invoice Dialog Boxes
      • Create Knowledge Base Dialog Box
      • Select Knowledge Base Dialog Box
      • Create Knowledge Base Activation Code Dialog Box
      • Edit Document Dialog Box
        • Toolbar
        • The Fields Pane
      • Import Knowledge Base Dialog Box
      • Insert Knowledge Base Activation Code Dialog Box
      • Knowledge Base Activation Dialog Box
      • Move Training Document Dialog Box
    • Locator Properties Dialog Boxes
      • User Interface Elements
      • Address Evaluator Properties Dialog Box
        • Address Evaluator Properties Dialog Box – General Tab
        • Address Evaluator Properties Dialog Box – Mapping Tab
        • Address Evaluator Properties Dialog Box – Test Results Tab
      • Advanced Zone Locator Properties Dialog Box
      • Barcode Locator Properties Dialog Box
        • Bar Code Locator Properties Dialog Box – General Tab
        • Bar Code Locator Properties Dialog Box – Regions Tab
        • Bar Code Locator Properties Dialog Box – Test Results Tab
      • Classification Locator Properties Dialog Box
        • Classification Locator Properties Dialog Box – General Tab
        • Classification Locator Properties Dialog Box – Regions Tab
        • Classification Locator Properties Dialog Box – Test Results
      • Database Evaluator Properties Dialog Box
        • Database Evaluator Dialog Box – General Tab
        • Database Evaluator Dialog Box – Test Results Tab
      • Database Locator Properties Dialog Box
        • Database Locator Properties Dialog Box – General Tab
        • Database Locator Properties Dialog Box – Fields Tab
        • Database Locator Properties Dialog Box – Regions Tab
        • Database Locator Properties Dialog Box – Test Results Tab
      • Format Locator Properties Dialog Box
        • Format Locator Properties Dialog Box – Formats Tab
        • Format Locator Properties Dialog Box – Evaluation Settings T
        • Format Locator Properties Dialog Box – Regions Tab
        • Format Locator Properties Dialog Box – Test Results Tab
      • Invoice Header Locator Properties Dialog Box
      • OCR Voting Evaluator Properties Dialog Box
      • Relation Evaluator Properties Dialog Box
      • Script Locator Properties Dialog Box
        • Script Locator Properties Dialog Box – Field Definition Tab
        • Script Locator Properties Dialog Box – Regions Tab
        • Script Locator Properties Dialog Box – Test Results Tab
      • Standard Evaluator Properties Dialog Box
        • Standard Evaluator Dialog Box – Settings Tab
        • Standard Evaluator Dialog Box – Test Tab
      • Table Locator Properties Dialog Box
        • Table Locator Properties Dialog Box – Settings Tab
        • Table Locator Properties Dialog Box – Master Items Tab
        • Table Locator Properties Dialog Box – Cells Tab
        • Table Locator Properties Dialog Box – Test Results Tab
      • Zone Locator Properties Dialog Box
    • Invoice Locator Properties Dialog Boxes
      • Amount Group Locator Properties Dialog Box
      • Invoice Group Locator Properties Dialog Box
      • Order Group Locator Properties Dialog Box
  • Chapter 7 - Setup a Batch Class in Ascent Capture
    • Introduction
    • Adding Ascent Xtrata Pro to a Batch Class
    • Batch Class Considerations
      • Synchronizing Projects
      • Recognition Server
      • Publishing Batch Classes
      • Importing/Exporting Batch Classes
    • Synchronize Project with Batch Class
      • Open Synchronization Tool
      • Extended Synchronization Settings
        • Copy project during publish
        • Allow Batch Editing
        • Allow Online Learning
        • Support ACIS (validation module)
      • Assigning Classes to Form Types
        • Highlighting and Selection
        • Assigning Hierarchical Class Trees
        • Changing Existing Projects
        • Manually Adding or Changing Elements
      • Assigning Extraction Fields to Index Fields of Document Clas
        • Use As Display Field
        • Creating Index Fields and Assigning Them to Extraction Field
        • Manually Assigning Existing Index Fields to Extraction Field
      • Perform Synchronization
    • Adding Ascent Xtrata Pro Validation to a Batch Class
    • Using the Release Script
  • Chapter 8 - Processing Batches
    • Introduction
    • Processing Batches with Ascent Xtrata Pro Server
    • Processing Batches with Ascent Xtrata Pro Batch Processing S
      • Ascent Xtrata Pro Batch Processing Service Performance Monit
    • Quick Tour of the Ascent Xtrata Pro Server User Interface
      • Polling Interval
    • Understanding the Log File
  • Chapter 9 - Ascent Xtrata Pro Validation
    • Introduction
    • Quick Tour of the User Interface
      • User Interface Elements
        • Menu Bar
        • Context Menus
        • Toolbars
        • Validation Form Panel
        • Status Bar
      • Settings Dialog Box
        • Batch Settings Tab
        • Colors Tab
        • Miscellaneous Tab
      • Select Folder Class Dialog Box
      • Application Language Dialog Box
      • Adjusting the User Interface
    • Processing Batches with Ascent Xtrata Pro Validation
      • Validate a Document
      • Batches with No Invalid Documents
      • Batch Editing
        • Page Operations
        • Document Operations
        • Folder Operations
        • Batch Operations
        • Drag and Drop Functionality
        • Page Properties
      • Show Field Contents in Batch Tree
      • Online Learning
      • Character Level Editing
      • Shortcut Keys
      • Read-Only Fields
      • Force Valid Field
      • Assign a Document Class
        • Using the Tab Key in the InPlace Editor
      • Reject Documents or Pages
      • Table Indexing
      • Security Boost
    • Shortcuts
  • Chapter 10 - Statistics Viewer
    • Introduction
    • Quick Tour of the User Interface
      • Elements
        • Menu Bar
        • Toolbars
        • Navigation Pane
        • Reports
        • Status Bar
    • Reports
      • Actual Reports
        • Daily Statistics
        • Recognition Accuracy By Batch
        • Recognition Accuracy Grouped
        • Recognition Timing By Batch
        • Document Volume By Batch
        • Document Volume Grouped
      • Historical Reports
        • Recognition Accuracy By Field
        • Document Recognition Timing Grouped
        • Document Recognition Timing Per Day
        • Recognition Accuracy Grouped
        • Recognition Accuracy Per Day
        • Field Recognition Accuracy Grouped
        • Field Recognition Accuracy Per Day
      • Report Conditions
        • Selection of Field
        • Selection of Time Period
        • Selection of Month and Year
  • Index