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This page explains how to configure the ZoneCapture OCR Station.
General information
The ZoneCapture SuiteApp supports document scanning with OCR technology. An OCR station will be set up in many cases by the implementation consultant, but when needed the steps can be completed by the end-user. When an end-user does need to set up an OCR station then the credentials for a connection must be requested by creating a support case. To create a support case please navigate to the knowledge base page “Raise a support case”. The ZoneCapture OCR Station record support three different environments where the release preview isn’t set up by default. A release preview connection should always be requested as a one-time effort. The following environments are supported:
- Production
- Sandbox
- Release Preview
OCR station
To create a new ZoneCapture OCR station navigate to SETUP->ZONECAPTURE SETUP->ZONECAPTURE OCR STATIONS->NEW. A new page will open that allows for creating a new OCR station record. In this document, all settings will be explained per section and subtab.
General settings
In this section, it is possible to configure the default settings for the OCR station.
- Name: Enter in this field a name for the new entry. We recommend keeping this really specific so that it is clear what purpose the record serves. An example could be to include the region in the naming convention.
- OCR station template: Currently this field is defaulting to a standard value and can not be changed.
- OCR station type: Currently this field is defaulting to a standard value and can not be changed.
- Inactive: When enabled the OCR Station configuration record will not be active and the SuiteApp will not be using the configured data. Please be sure that the configuration isn’t used on any of the Main or Subsidiary configurations to avoid downtime in processing or loss of data.
Production settings
In this section, it is possible to define the connection that will only be used by the production environment. The data entered will be encrypted after saving and will become unreadable to other users.
- Production project id: Enter in this field the project id for the production OCR station connection. The needed values can be requested through our support department.
- Production project GUID: Enter in this field the project guid for the production OCR station connection. The needed values can be requested through our support department.
Sandbox settings
In this section, it is possible to define the connection that will only be used by the sandbox environment. When multiple sandboxes are available then please contact our support department. The data entered will be encrypted after saving and will become unreadable to other users.
- Sandbox project id: Enter in this field the project id for the sandbox OCR station connection. The needed values can be requested through our support department.
- Sandbox project GUID: Enter in this field the project guid for the sandbox OCR station connection. The needed values can be requested through our support department.
Multiple sandboxes: In many cases a sandbox is populated with data by performing a refresh from the live environment. When multiple sandboxes are connected with a live environment then all of them will try to use the same connection what could lead to incorrect test results during a regression test. We recommend to manually remove the data in the sandbox accounts where the testing is not ongoing. When multiple tests must be performed in different sandbox accounts then please contact our support team for further assistance.
Release preview settings
In this section, it is possible to define the connection that will only be used by the release preview environment. A release preview account isn’t provided by default and can only be provisioned on request. The data entered will be encrypted after saving and will become unreadable to other users.
- Release preview project id: Enter in this field the project id for the release preview OCR station connection. The needed values can be requested through our support department.
- Release preview project GUID: Enter in this field the project guid for the release preview OCR station connection. The needed values can be requested through our support department.
Release preview connection storage: When a release preview connection is provisioned on request then remember to not only alter the release preview account, but also your live environment so that when an new release preview account becomes available the data is copied automatically.