Support Archive

Tech Tip: Multi-Value Barcode Tokens in Quick Fields 8

A single barcode process lets you capture multiple items of data through simple, non-repetitive configuration steps and without the need to create precise zones on the images.

August 3rd, 2009

In Quick Fields 8, a single barcode process can read all the barcodes on the page and save all their values in a token you can use to fill out a multi-value field or multiple single-value fields. Data encoded in barcodes can be read quickly and accurately. This feature lets you take even better advantage of these aspects of barcodes to capture multiple items of data through simple, non-repetitive configuration steps and without the need to create precise zones on the images.
Full story »

Tech Tip: Department-Level Collaboration in Agenda Manager 8

New in Agenda Manager 8 is the ability to create a workflow for department-level collaboration and another workflow for city- or organization-wide routing.

July 21st, 2009

• Note: The tech tip below is a preview of the upcoming Agenda Manager 8. Note that the details and appearance of certain elements may change between now and the final release.

Laserfiche Agenda Manager streamlines and automates the creation of meeting agendas. Agenda Manager was designed to meet the needs of all participants in the agenda process. All organization and interaction takes place via the Web, except for interactions with Microsoft Office on a local machine (e.g., creating the agenda). More details about the forthcoming release of Agenda Manager 8.0 can be found in the “What’s New in Agenda Manager 8.0” white paper.

Staff members propose agenda items using a Web form, and proposed items, along with accompanying reports or other files, are routed to reviewers based on an approval workflow you create. New in Agenda Manager 8 is the ability to create a workflow for department-level collaboration and another workflow for city- or organization-wide routing.

For example, before submitting an item for inclusion in the Summersville City Council meeting agenda, the Water, Fire, and Police departments need the ability to approve or reject items within their own teams. The following workflows should be created:

• Water Department Workflow
• Fire Department Workflow
• Police Department Workflow
• City Council Workflow

Users will submit an item to a department-level workflow first. If the item is approved by the department, it will proceed to the primary workflow, which includes approvers outside the department. Items not approved by the department will not be reviewed by the rest of the organization.

In this scenario, the department-level workflows are connected to the primary workflow. This can be set up when creating a workflow using the drop-down box in the following image.

Sent to workflow

In addition, Agenda Manager administrators can specify which workflows a user can submit items to, allowing users to choose if an item should skip the department-level workflow and proceed directly to the primary workflow.

For example, Jane has the Submit to Workflow permission for the Fire Department Workflow and City Council Workflow. When submitting an item, Jane can choose which workflow to submit the item to.
Alternatively, Bob the Agenda Manager administrator does not want Jane to be able to skip Fire Department Workflow. Bob assigns Jane the Submit to Workflow permission for the Fire Department Workflow but not for the City Council Workflow, which requires her to always submit to the department-level workflow.

New Support Materials

New Knowledge Base articles and technical white papers posted to the Support Site in the last month.

July 21st, 2009

Knowledge Base Articles

LASERFICHE 8.1 HOTFIX: There May Be A Display Issue with the DBMS Drop-Down List in Localized Versions of the Repository Creation/Registration Wizard.
Fixed in an updated version of MakeLfRp.exe (version 8.1.0.471). This fix can be applied over your existing Laserfiche Client 8.1 installation.

QUICK FIELDS 8.0 HOTFIX: Quick Fields Removes Newline Characters When Resolving a Token Value.
Fixed in an updated version of Laserfiche.BatchProcessor.dll (assembly version 8.1.0.0, file version 8.0.0.500). This fix can be applied over your existing Quick Fields 8.0 installation.

WORKFLOW SUITE 8.0 HOTFIX: An “Unable to cast object of type ‘System.String’ to type ‘System.Collections.Generic.IEnumerable`1[System.Object]‘” Error Occurs in the Condition Editor.
Fixed in updated versions of Laserfiche.Workflow.Designer.Base.dll (version 8.0.0.181) and LaserficheConnectionCore.dll (version 8.0.0.181). This fix can be applied over your existing Workflow Suite 8.0 installation.

ISSUE: Known Issues with the Laserfiche 8.1 Language Packs.

ISSUE: Client Programs May Be Unable to Display Certain Images When Connecting to a Laserfiche 8.1 Repository.

ISSUE: The Plus 8.0.2 Installation Does Not Recognize Laserfiche Client 8.1.

QUICK FIELDS 8 HOTFIX: The Quick Fields 8 Migration Utility May Be Unable To Convert Legacy Sessions That Incorrectly Contain Multiple Zones In The Same Process.
Fixed in an updated version of QFMigrator.exe (version 8.0.0.510). This fix can be applied over your existing Quick Fields 8.0 installation.

LASERFICHE CLIENT 8.1 HOTFIX: The OCR Engine May Become Unresponsive When Processing a Large Number of Documents.
Fixed in updated versions of BPOmniOCR81.exe (version 8.1.0.471) and OmniOCRWrapper81.dll (version 8.1.0.471). This fix can be applied over your existing Laserfiche Client 8.1 installation.

WEB ACCESS 8.0.1 HOTFIX: A “There is no Web named ‘/Docs’” Error Message Displays On The Laserfiche Records Center Configuration Web Site.
Fixed in updated versions of LFSPRCConfigWebApp.dll (version 8.0.1.869) and LFSPRCConfigEditorInterface.dll (version 8.0.1.869). This fix can be applied over your existing Web Access 8.0.1 installation.

WEB ACCESS 8.0.1 HOTFIX: A “The records center could not be found or accessed.” Error Occurs When Sending Documents To The Laserfiche Records Center.
Fixed in an updated version of LF_WSS_Web_Service.dll (version 8.0.2.657). This fix can be applied over your existing Web Access 8.0.1 installation.

INFO: List of Changes for Web Access 8.0 Arabic.

ISSUE: Known Issues with Web Access 8.0 Arabic.

LASERFICHE WEBLINK 8 HOTFIX: WebLink Does Not Automatically Open a Document When The Document Is the Only Search Result.
Fixed in updated versions of WebLink8.dll (version 8.0.0.332) and WebLinkControls.dll (version 8.0.0.332). This fix can be applied over your existing WebLink 8.0 installation.

LASERFICHE WEBLINK 8 HOTFIX: WebLink Always Loads The Document Viewer When Opening An Electronic Document From The Search Results.
Fixed in updated versions of WebLink8.dll (version 8.0.0.332), WebLinkControls.dll (version 8.0.0.332), SearchResults.xsl (last modified on July 7, 2009), and WebLinkDesigner.exe (version 8.0.0.332). This fix can be applied over your existing WebLink 8.0 installation.

ERROR: A “1: -2146368492 2:Error, CreateVRoot AppCreate returned:” Error Occurs During The Web Access 8 Installation.

ERROR: A “Column ‘report_path’ not found in data source” Error Occurs When Running An Audit Report.

HOW TO: Installing Laserfiche Quick Fields Barcode 8.

LASERFICHE CLIENT 8.1 HOTFIX: Laserfiche Client 8.1 May Reset Your Toolbar Settings.
Fixed in an updated version of LF.exe (version 8.1.0.466). This fix can be applied over your existing Laserfiche Client 8.1 installation.

ERROR: A “Could not establish trust relationship for the SSL/TLS secure channel.” Error Occurs When Starting Web Access Scanning.

ISSUE: The Browse Button Does Not Function When Using the Send To Laserfiche Option From Microsoft Office Excel or Word 2003.

ERROR: An “Error reading repository information, or repository misconfigured [9025].” Error Occurs When the Laserfiche Server Starts on a Failover Machine.


Papers

What’s New in Agenda Manager 8.0.
The upcoming release of Agenda Manager 8.0 will make submitting, preparing, and approving agenda items more collaborative and comprehensive. This paper describes each of the significant new features.

Laserfiche Avante Deployment Guide.
This guide walks you through the process of implementing a Laserfiche Avante installation, including installing and activating the Server and allocating named user and device licenses.

Tech Tip: WebLink 8: RSS Feeds

Learn how to set up RSS feeds in WebLink 8 using Firefox or Internet Explorer.

July 20th, 2009

RSS feeds in WebLink 8 enable you to see updates to specific folders and search results in your repository all on one page and in an organized manner. For example, if you subscribe to a specific folder’s RSS feed, when a document is added to or deleted from that folder, you will see that change when you view your RSS feeds in a Web browser or in an RSS reader. When a new entry is included in or excluded from search results, it will also be indicated in your RSS feeds.
Full story »

Tech Tip: Protected and Private Annotations

Laserfiche 8.0 introduced two new ways to protect your annotations: making them protected and making them private.

July 13th, 2009

Laserfiche 8.0 introduced two new ways to protect your annotations: making them protected and making them private. A protected annotation is an annotation that can only be modified by its creator or the document’s owner – other users can view the annotation (assuming they have the See Annotations right for the document the annotation is a part of), but they cannot make any changes to it. A private annotation is an annotation that can only be viewed by the person who created it. No other users will be able to see the annotation at all.
Full story »

Tech Tip: Find Out What Your Error Codes Mean

Laserfiche product help files contain detailed information about error messages generated by the Laserfiche Server and Client.

July 6th, 2009

Laserfiche product help files contain detailed information about error messages generated by the Laserfiche Server and Client. Each error message is accompanied by a description, possible causes, and/or solutions.

The error message help file is “LfMsg8.chm,” which can be found at C:Program FilesCommon FilesLaserficheDocumentation on any machine with the Laserfiche Server or Client installed. This help file is also what will appear if you click Help from any error dialog box.

Error Code Range Origin of Error
0700-1299 LFSO
2500-2599 Common dialogs between Laserfiche products
5100-6999 Laserfiche Client
7000-7999 Laserfiche Server 7
9000-10099* Laserfiche Server 8

*If you are using the Laserfiche 7 Client with the Laserfiche 8 Server, error codes in the 7000-7999 range will be returned from the Laserfiche 8 Server.

  • Note: The LfMsg8.chm does not include OCR engine messages.

Tech Tip: New Regular Expression Syntax in Quick Fields 8 — Match Groups and Non-Capturing Groups

In Quick Fields 8, the syntax for pattern matching expressions (regular expressions) has changed to .NET regular expressions.

June 22nd, 2009

In Quick Fields 8, the syntax for pattern matching expressions (regular expressions) has changed to .NET regular expressions, which are also used by Workflow 8. When you migrate Quick Fields 7 sessions to Quick Fields 8, the migration should proceed successfully, but you may need to update processes that use pattern matching to the new syntax. In addition, Quick Fields 8 includes several new processes, such as Substitution and Text Identification, that use regular expressions to work with a document’s text, so familiarity with the new regular expression syntax will enable you to take full advantage of them.
Full story »

Tech Tip: Quick Fields 8 New Feature: New Stages of Processing

Quick Fields 8 includes new multiple stages of processing to help you configure your sessions for maximum efficiency.

June 16th, 2009

NOTES: The stages of processing are included in the base Quick Fields installation, but some of the other features and processes described require add-ons.

Quick Fields 8 includes multiple stages of processing to help you configure your sessions for maximum efficiency. With these new stages, you can avoid repeating the same steps or waiting for time-consuming processes to be completed.

The three stages are Pre-Classification Processing, Page Processing and Storage Processing.
Full story »

New Support Materials

New Knowledge Base articles, technical white papers and videos posted to the Support Site this month.

June 16th, 2009

Knowledge Base Articles

LASERFICHE SERVER 8.1 HOTFIX: There Is A Potential Memory Leak When Running Laserfiche Server 8.1 on a 64-bit version of Windows Vista or Windows Server 2008.
Fixed in an updated version of httpserv.dll (version 8.1.0.455). This fix can be applied over your existing Laserfiche Server 8.1 installation.

LASERFICHE SERVER 8.1 HOTFIX: Exported 8-bit Grayscale Images May Be Larger Than Expected When Exported With Permanent Redactions.
Fixed in an updated version of lfshlp.exe (version 8.1.0.455). This fix can be applied over your existing Laserfiche Server 8.1 installation.

LASERFICHE SERVER 8.1 HOTFIX: A “General database error. [9008]” Error Occurs When Performing Certain Date Searches When Using Certain Non-English Versions of Microsoft SQL Server.
Fixed in an updated version of cr.dll (version 8.1.0.455). This fix can be applied over your existing Laserfiche Server 8.1 installation.

QUICK FIELDS 8.0 HOTFIX: The Quick Fields 8 Migration Utility May Be Unable to Convert Legacy Quick Fields 6 or 7 Sessions That Contain an IRIS OCR Process
.
Fixed in an updated version of QFMigrator.exe (version 8.0.0.500). This fix can be applied over your existing Quick Fields 8.0 installation.

ISSUE: Uninstalling Web Access 8.0.1 Can Potentially Affect Other Laserfiche Products Currently Installed on the Same Computer
.

INFO: Current Online Laserfiche Product Help Files.

LASERFICHE SCANNING 8.1 HOTFIX: Laserfiche Scanning May Not Display Volumes When A User Lacks The Read Volume Security Volume Access Right.
Fixed in an updated version of BatchProcessor.Connection.dll (version 8.1.0.420). The fix can be applied over your existing Laserfiche Scanning 8.1 installation.

WEB ACCESS 8 HOTFIX: Folder Browsing May Be Slow For Large Folders.
Fixed in an updated version of WebAccessCommon.dll (version 8.0.1.651). The fix can be applied over your existing Web Access 8 installation.

WEBLINK 8.0 HOTFIX: A “The license file located at ‘LicenseFileLocation’ has expired.” Error Occurs When Loading The WebLink 8 Administrator’s Utility
.
Fixed in an updated version of the Laserfiche WebLink 8 installation package.

LASERFICHE SERVER 8.0.2 HOTFIX: The Laserfiche Server May Become Unstable When Performing Within Folder Searches.
Fixed in updated versions of cr.dll and lfs.exe (version 8.0.2.868). The fix can be applied over your existing Laserfiche Server 8.0.2 installation.

LASERFICHE CLIENT 8.1 HOTFIX: List of Changes for the Laserfiche Client 8.1 Installation Package Released on June 3, 2009.
Fixed in an updated version of the Laserfiche Client 8.1 installation package.

WEBLINK 8.0 HOTFIX: You May Be Unable To Open The Workflow Designer After Installing Laserfiche Scanning 8.1 or Laserfiche WebLink 8.0.
Fixed in an updated version of the Laserfiche WebLink 8 installation package.

SNAPSHOT 8.1 HOTFIX: An “OLE Error.” Error Occurs When Starting Snapshot 8.1.
Fixed in an updated version of snapshot80.exe (version 8.1.0.430). The fix can be applied over your existing Laserfiche Snapshot 8.1 installation.

TOOLKIT 8 HOTFIX: DocumentProcessor.OCRMarkedPages May Not Correctly Import Text Into A Document When Using DocumentProcessor81.dll In Your Custom Application.
Fixed in an updated version of DocumentProcessor81.dll (version 8.1.0.450).

HOW TO: Configuring The Client To Use An SSL Or TLS Connection
.

INFO: New Features in Laserfiche WebLink 8.0.

ISSUE: Known Issues with Laserfiche WebLink 8.0.

INFO: New Features in Laserfiche Quick Fields 8.0
.

ISSUE: Known Issues with Laserfiche Quick Fields 8.0.

INFO: The PixTWAIN ISIS Driver Is Not Supported With ScanConnect.

ERROR: A “Too many connections” Error Occurs When Browsing a WebLink Site Hosted on Windows XP.

ERROR: An “Access is denied. (Exception from HRESULT: 0×8007005 (E_ACCESSDENIED))” Error Occurs When Opening Documents.

INFO: Use the Laserfiche Avante 8.1 Server License File When Installing Laserfiche Client 8.1.

Videos

Laserfiche Quick Fields 8 Guided Help - New Features

Laserfiche PhotoDocs 8 Guided Help - Introduction

Laserfiche PhotoDocs 8 Guided Help - Manual Correction

Papers

Laserfiche 8.1 New Feature Quick Reference

Best Practices for Publishing with Laserfiche Plus 8

Installing and Activating Laserfiche Plus 8

Quick Fields 8 New Features Quick Reference.

WebLink 8 New Features Quick Reference.

Installing WebLink 8. Guide to the process of installing WebLink 8.

What’s New in Laserfiche 8.1.

Inicio Rápido para Workflow
[Spanish].

La papelera de reciclaje Laserfiche 8.0 [Spanish]

Volúmenes en Laserfiche 8.0: introducción y procedimientos recomendados [Spanish]

Implementación empresarial: Clústeres de conmutación por error en Laserfiche 8 [Spanish]

Implementación empresarial: Laserfiche 8 en un ambiente virtual
[Spanish]

Copia de respaldo y recuperación en Laserfiche 8 [Spanish]

Nuevas funciones en Web Access 8.0.1 [Spanish]

Configuración de las opciones determinadas en Web Access 8.0.1
[Spanish]

Workflow 8: procedimientos recomendados para crear reglas de inicio [Spanish]

Anotaciones de Laserfiche 8 [Spanish]

Inicio de la búsqueda en el Laserfiche 8 Client [Spanish]

Importación en Laserfiche 8
[Spanish]

Para Exportar en Laserfiche 8
[Spanish]

Sugerencias y trucos para el uso de Laserfiche 8
[Spanish]

Trabajo con documentos, carpetas y accesos directos en el Laserfiche 8 Client [Spanish]

Opciones del Laserfiche 8 Client [Spanish]

Optimización de rendimiento en Laserfiche 8 [Spanish]

Tech Tip: Import and Export Administrative Objects

You can export and later import a copy of several types of administrative objects into the same repository or a different repository.

June 15th, 2009

You can export and later import a copy of several types of administrative objects (trustees, metadata, and records management objects) into the same repository or a different repository. The exported administrative objects are saved as an XML file, which you can save, copy, or send to someone with another repository. This allows you to copy administrative objects, to transfer them to a different repository, or to back up your settings. When you export and then import administrative objects, you will also be able to choose what to do if there is already a matching object in the repository you are importing into. Full story »

Tech Tip: Applying Processes During Revision in Quick Fields 8

In Quick Fields 8, if you want to revise a document that has already been scanned into the session, you can apply processes or groups of processes without having to re-scan the document.

June 8th, 2009

In Quick Fields 8, if you want to revise a document that has already been scanned into the session, you can apply processes or groups of processes without having to re-scan the document.

To apply a process during Revision:

  1. Right-click on the document in the Revision Pane.
  2. Select Run Process.
  3. 2009-6-9-run-process-menu

  4. Point to one of the following:
  • Process: to choose from a menu of available processes
  • Document Class Processes: to choose from a menu of document classes you have configured. When you select a document class, all processes configured under Page Processing for that class will be applied to the selected document.

By default, only Quick Fields administrators can apply processes during Revision. If you want scanner operators to have this ability as well, you can change the permissions for the session by going to Tools, Options, Current Session, Permissions, and selecting the actions you want operators to be able to perform.

2009-6-9-operator-permissions

Tech Tip: WebLink Search Form Designer

WebLink 8 introduces the new WebLink 8 Search Form Designer, which enables you to create customized searches without having to edit any code.

June 1st, 2009

WebLink 8 introduces the new WebLink 8 Search Form Designer, which enables you to create customized searches without having to edit any code. Once a search form is created, saved, and closed, you will be prompted to add it as a bookmark on the Welcome Page. This gives administrators complete control over how users find and view documents in WebLink 8.
Full story »

Tech Tip: Quick Fields 8: Customizing Tokens

A token is a placeholder value that is automatically replaced with actual values when a document is scanned or stored in a Laserfiche repository. You can use tokens to name documents, populate field data, or define a document’s location. Some Quick Fields 8 processes return data that will replace tokens with values, such as the Lookup process, which retrieves information from a database.

May 27th, 2009

Since this tech tip is a preview of unreleased software, the details and appearances of certain elements may change between now and the final release.

A token is a placeholder value that is automatically replaced with actual values when a document is scanned or stored in a Laserfiche repository. You can use tokens to name documents, populate field data, or define a document’s location. Some Quick Fields 8 processes return data that will replace tokens with values, such as the Lookup process, which retrieves information from a database.

In this tech tip, we will explore some of the ways you can customize the value that is returned.

Inline Regular Expressions

You can customize a token by applying a regular expression via the following syntax: %(TokenName##). Inline regular expressions can be applied wherever you want to use a token, without the need to add a Pattern Matching process to your session.

For example, Sarah needs to retrieve a name from a database and use it to populate each document’s First Name and Last Name fields. She can automate this procedure using a Lookup process. Since first names and last names are stored in the same database cell, the Lookup process will return FirstName LastName via a single token. To split the names in order to populate her First Name and Last Name fields separately, Sarah can use the following inline regular expressions.

Field Regular Expression Example
First Name Field %(TokenName#<.+,s(.+)>#) Would convert Doe, John to John and Smith, Mary-Ann to Mary-Ann.
Last Name Field %(TokenName#< (.+),s.+ >#) Would convert Doe, John to John and Smith, Mary-Ann to Mary-Ann.
  • Note: The Pattern Matching add-on is required to use inline regular expressions.

Token Date Formatting

If a token contains a date, you can use the following syntax to change the date format: %([TokenName],”NewFormat”).

For example, Sam’s session contains an OmniPage Zone OCR process that returns a date in the following format: September 15, 1981. When this token is used to populate a Lookup process’s search value, Sam needs to use the following format: 09-15-1981. Sam should use the following syntax: %([TokenName],” MM-DD-YYYY”).

  • Note: For Date and Date/Time fields, the date value will be will be automatically reformatted to match the system’s date format.

Token Editor

When building regular expressions, you can use the Token Editor.

042709tt_tokeneditor

To open this tool:

  1. Add a token to a field or text box.
  2. Right-click the token and select Token Editor.

Tech Tip: Migrating Quick Fields 6 and 7 Sessions to Quick Fields 8

Now that Quick Fields 8 is available, you can migrate Quick Fields 6 or 7 sessions into Quick Fields 8 and begin taking advantage of new features.

May 26th, 2009

Now that Quick Fields 8 is available, you can migrate Quick Fields 6 or 7 sessions into Quick Fields 8 and begin taking advantage of new features. You can migrate an individual session by opening it directly in Quick Fields 8, or batch migrate several sessions using the Migration Utility. Full story »

Tech Tip: WebLink 8 Preview: Customizing WebLink with the WebLink 8 Designer

WebLink 8 introduces the new WebLink 8 Designer, which enables you to customize the look and feel of your WebLink site with an easy-to-use utility.

May 19th, 2009

This tech tip is a preview of unreleased software. The details and appearances of certain elements may change between now and the final release.

WebLink 8 introduces the new WebLink 8 Designer, which enables you to customize the look and feel of your WebLink site with an easy-to-use utility. You can customize the theme of your site, the Welcome Page, navigation buttons, the Document Viewer, how search results are displayed, and other search options without writing any code. This tech tip will be a preview of the Theme, Welcome Page, Navigation, Document Viewer, Search Results, and Search Options tabs of the WebLink Designer. Full story »