Support Archive

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 »

New Support Materials

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

May 19th, 2009

Knowledge Base Articles

LASERFICHE SERVER 8.0 HOTFIX: The Laserfiche Search Engine May Become Unstable When The lfword.idx File Is Greater Than 2 GB.
Fixed in updated versions of LFFTS.exe, LFFTSENG.dll, and QRcmd.exe (verion 8.0.2.855). This fix can be applied over your existing Laserfiche Server 8.0.2 installation.

LASERFICHE 8.0 HOTFIX: There Is A Potential Memory Leak When Assigning Values In Multiple Value Fields.
Fixed in an updated version of LFSO80.dll (version 8.0.2.866). This fix can be applied over your existing Laserfiche 8 installation.

ISSUE: Real-Time Lookup May Be Unexpectedly Slow On An Oracle 10.2 Database
.

INFO: Offline Activation For Version 8 Laserfiche Products.

ISSUE: Pattern Matching May Not Return Leading Zeros In Date Field Values.

ISSUE: Laserfiche Capture Engine May Not Remember Recently Used Folder and Name Filters on Windows Vista.

ISSUE: Known Issues With The Laserfiche 8.0.2 Portuguese Language Pack.

ISSUE: Known Issues With The Laserfiche 8.0.2 Arabic Language Pack.

ERROR: A “Permission Denied.” Error Occurs When Opening A Folder From The Contents Pane.

FIX: List of Changes for Laserfiche 8.1.

ISSUE: Known Issues With Laserfiche 8.1.

HOW TO: Configuring Audit Trail 8.1 To Use Local Documentation.

HOW TO: Configuring an Alias for Legacy Client Connections.

ISSUE: Known Issues with the Laserfiche 8.1 Chinese Language Pack.

ERROR: A “Could not connect to the server. (797)” Error Occurs When Connecting to Laserfiche With Windows Authentication.

ISSUE: The Microsoft .NET Framework 3.5 Service Pack 1 Installation May Not Successfully Install On Windows Vista.

Papers

Laserfiche 8.1 New Feature Quick Reference.
A brief overview of the many new features in Laserfiche 8.1, including new Avante and Rio features, LDAP support, an expanded recycle bin, and several new administrative features.

Coming Soon in Laserfiche Quick Fields 8!
A preview of the new and improved features coming soon in Quick Fields 8.

Tech Tip: The Laserfiche Preview Pane

Laserfiche 8.1 introduces a new Preview Pane in the Folder Browser.

May 18th, 2009

Laserfiche 8.1 introduces a new Preview Pane in the Folder Browser. This feature allows you to quickly view the contents of any document that has image pages, without having to open it in the Document Viewer. When the Preview Pane is open, you can select a document in the Contents Pane and its first page will immediately display in the Preview Pane. If you open the Preview Pane from a set of search results, the search highlights will also be visible on the image.

preview-pane

You can use tools such as Pan and Zoom to view and move around the images, or move between multiple pages of a document by clicking the green arrows at the top of the pane. You can also jump directly to a particular page by typing it in the Choose Page option at the top of the screen. Annotations are visible in the Preview Pane as well.

The Preview Pane is read-only and only displays image pages; it does not display text, metadata, or electronic files. To view the other elements of a document, or to modify the document, you will need to open it in the Document Viewer. If you select an entry that has no image pages (such as a folder, an electronic document, or an empty document), the Preview Pane will indicate that no image pages are available for preview.

For more information about new features in Laserfiche 8.1, see the Laserfiche 8.1 New Feature Quick Reference on the Laserfiche Support Site.

Tech Tip: WebLink 8 Preview: Customizing WebLink with the WebLink 8 Designer – Part 2

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 11th, 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. Last week’s tech tip covered the Theme, Welcome Page, and Navigation tabs of this WebLink Designer. This tech tip will be a preview of the remaining tabs: Document Viewer, Search Results, and Search Options.

Document Viewer

The Document Viewer tab enables you to customize the default cursor mode, the zoom level, and whether or not searching for documents in WebLink via the Internet will highlight the term you searched when opening the document from the search results. The cursor mode can be configured to either scroll through or zoom into pages when using the mouse scroll wheel and the default zoom level is how the document should be displayed in the Document Viewer when first opening it. You can view the entire document page or fit the width of the document to the width of the Document Viewer.

2009-05-11-documentviewer1

Search Results

The manner in which search results are displayed when users perform searches can be customized. You can hide/display entry properties, user-selected fields, context hits, thumbnails, and/or metadata. For example, if the thumbnails are taking up too much space, you can hide them so users can’t access them at all, or you can minimize them so users can expand and view them as needed. Changes made to the search results can be displayed in the preview pane at the bottom of the Search Results tab. You can rearrange the different components of each result and configure additional options for entry properties and user-selected fields.

2009-05-11-searchresults1

Search Options

The Search Options tab enables you to configure the Quick Search to search text, entry names, fields, or annotations – or do a combination of these depending on how you want users searching for entries in WebLink. You also have the option to enable fuzzy searches which allow you to find all words or phrases that are similar to what you’re searching for. Additionally, you can configure a minimum number of field values users must input when performing template searches, which forces users to make searches more specific. For example, this would be useful for repositories containing documents that are all assigned the same template. In that case, performing a template search with no field values will not only make the search slow, but will also return every document in your repository.

2009-05-11-searchresults2

Tech Tip: WebLink 8 Preview: Customizing WebLink with the WebLink 8 Designer – Part 1

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 11th, 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, and Navigation tabs of this WebLink Designer. Next week we’ll cover the Document Viewer, Search Results, and Search Options tabs.

Theme

When first opening the utility, you will see the Theme tab where you can add new logos to and customize the basic colors of your WebLink site. You can customize further by changing each page to use different colors. For example, the text color on the Login Page can be blue while the text color in the Folder Browser can be green. Alternatively, you can customize all text of the Web site to be the same color.

050409tt_theme2

Welcome Page

The Welcome Page is the first page users will see when opening the WebLink Web site. The Welcome Page tab enables you to customize the title of the page that will be displayed in the Web browser and the text that introduces users to the WebLink site. You can choose whether or not you want to display the Quick Search, add Bookmarks, add Search Forms, or do a combination of these. For example, if you want users to be able to access a specific document via a single-click rather than searching the entire repository for it, add a bookmark linking to that specific document to the Welcome Page and remove the Quick Search. If you want users to perform a date and entry name search, create a custom search form with these search types included, link it to the Welcome Page, and remove the Quick Search.

Bookmarks and a search form configured

050409tt_welcomepage3

Welcome page with the bookmarks and search form displayed

050409tt_welcomepage22

Navigation

You can customize whether you want links to the Welcome Page, the Folder Browser, and/or the Search Pane displayed below the WebLink logo. These links can help users navigate quickly to certain sections of your WebLink site.

The Welcome Page, Folder Browser, and Search Pane links are configured in the Navigation tab.

050409tt_navigation4

The three links are displayed in WebLink.

050409tt_navigation22

Tune in next week for a preview of the remaining customization options of the new WebLink 8 Designer.

  • Document Viewer
  • Search Results
  • Search Options

Tech Tip: Two Laserfiche 8.1 Administrative Features

This tech tip explores two Laserfiche 8.1 administrative features.

April 20th, 2009

Laserfiche 8.1 includes many new features to help you manage and use your Laserfiche Servers and repositories. Several of those features are aimed at making administration easier and more powerful. This tip will explore two of the upcoming Laserfiche 8.1 administrative features.
Full story »

Tech Tip: Web Access Light

Web Access Light is a simplified version of Web Access, enabling you to access your repository via a mobile device that has Internet capability.

April 14th, 2009

Building on the capabilities of Web Access 7 and incorporating the new additions to the full Laserfiche 8 Client, the new Web Access 8 also adds a mobile version of Web Access called Web Access Light.
Full story »

New Support Materials

New Knowledge Base articles and technical white papers released this month.

April 14th, 2009

Knowledge Base Articles

LASERFICHE SERVER 8 HOTFIX: The Laserfiche Search Engine May Become Unstable When The lfword.idx File Is Greater Than 2 GB.
Fixed in updated versions of LFFTS.exe, LFFTSENG.dll, and QRcmd.exe (verion 8.0.2.855). This fix can be applied over your existing Laserfiche Server 8.0.2 installation.

ISSUE: Real-Time Lookup May Be Unexpectedly Slow On An Oracle 10.2 Database.

ISSUE: Snapshot May Use the Laserfiche Client’s Default Template Setting When Configured With No Default Template.

ISSUE: Images Retrieved Through the Laserfiche Capture Engine May Appear Rotated.

WEB ACCESS 8 HOTFIX: The Contents Pane May Become Blank After Refreshing Internet Explorer.
Fixed in an updated version of index.aspx (last modified on March 16, 2009). This fix can be applied over your existing Laserfiche Web Access 8.0.1 installation.

ERROR: A “Service ‘Laserfiche Audit Trail Reporting Service 8.0′ (LFAUDIT) failed to start.” Error Occurs When Installing Laserfiche Audit Trail.

ISSUE: You Are Unable To Add An Entry To The Web Access 8 Configuration Page.

ERROR: A “No response received from the server. [780]” Error Occurs When Connecting To Your Laserfiche Repository.

ERROR: A “You do not have permission to run reports on any audit data.” Error Occurs When Loading the Audit Trail Reporting Web Site.

LASERFICHE SERVER 8 HOTFIX: The Laserfiche Search Engine May Become Unstable When Indexing Large Search Catalogs.
Fixed in updated versions of LFFTS.exe (version 8.0.2.840) and QRcmd.exe (version 8.0.2.840). These fixes can be applied over your existing Laserfiche Server 8.0.2 installation.

LASERFICHE SERVER 8 HOTFIX: A “TextProvider.exe – Application Error” Error Occurs When Indexing.
Fixed in an updated version of TextProvider.exe (version 8.0.2.839). The fix can be applied over your existing Laserfiche Server 8.0.2. installation.

ISSUE: The Laserfiche 8 Migration Wizard May Set Trustees to Audit According to “Selected events” Instead of “Group membership.”

HOW TO: Creating Event Trace Logs For Laserfiche 8.

LASERFICHE SERVER 8 HOTFIX: Laserfiche Client Programs May Become Unresponsive When Connecting To Repositories With A Large Number of Volumes.
Fixed in an updated version of cr.dll (version 8.0.2.839) and lfs.exe (version 8.0.2.839). This fix can be applied over your existing Laserfiche Server 8.0.2 installation.

ISSUE: The Start Page For Published Repositories May Display That It Is Registered To “Demo License.”

ISSUE: Laserfiche Scanning May Be Slow On Computers With No Internet Connection.

ISSUE: Real-Time Lookup May Be Unable To Connect To Oracle Databases When Quick Fields Is Installed On A 64-bit Edition of Windows.

Papers

Iniciación Rápida para Web Access
.
Web Access es una aplicación Web ASP.NET 2.0 que le permite almacenar, organizar y acceder a la información de su organización usando un buscador Web.

Setting Up Kerberos for Web Access 8 on IIS7.
This paper discusses how to implement Kerberos delegation for Web Access 8 in a Windows Server 2008 domain.

Coming Soon in Laserfiche Quick Fields 8
!
A preview of the new and improved features coming soon in Quick Fields 8.

Tech Tip: Web Access 8 E-Mail and URL Linking

Building on the capabilities of Web Access 7, Web Access 8 adds the ability to e-mail URL links to documents. In addition, you can also generate links to folders and search results.

April 8th, 2009

Building on the capabilities of Web Access 7 and incorporating the additions to the full Laserfiche 8 Client, Web Access 8 adds the ability to e-mail URL links to documents. In addition, you can also generate links to folders and search results. Full story »

Tech Tip: Quick Fields 8 Overview

Quick Fields 8 will contain many new and enhanced features, many of which were suggested by VARs and users.

March 30th, 2009

Quick Fields 8 will contain many new and enhanced features, many of which were suggested by VARs and users. Below is an overview of what’s new in Quick Fields 8.

021609_qf8_overview

NOTE: Since this is a preview, the details and appearances of certain elements may change between now and the final release. Some features may be available in the standard Quick Fields package, and some may require add-ons.

New and Improved Features include:

  • New stages of processing to improve the efficiency of sessions. You can now apply processes to all documents in the session before classification. You can also save time during the session by performing time-consuming processes upon storage in Laserfiche.
  • Scan source toolbar.
  • Laserfiche Capture Engine enhancements, including the option to use Laserfiche search syntax to retrieve documents.
  • Multiple zones within a single Zone OCR or barcode process.
  • New annotations, including Laserfiche annotations and the ability to use Pattern Matching to automate annotations such as redactions.
  • More customizable interface.
  • Default settings for unidentified documents.
  • Fields independent from templates, as in Laserfiche 8.
  • Templates and fields can be customized for the Quick Fields session without altering them in Laserfiche.
  • PDF viewer.
  • Processes for working with extracted text.
  • Thumbnail Pane.
  • More detailed process results pane.
  • Support for tag comments.

Tech Tip: Quick Fields 8 Preview, Auto-Annotation Process

Auto-Annotation, a new process available in Quick Fields 8, automatically redacts, highlights, strikes through, or underlines words in a document by matching an exact word or phrase or a pattern in the text.

March 30th, 2009

Auto-Annotation, a new process available in Quick Fields 8, automatically redacts, highlights, strikes through, or underlines words in a document by matching an exact word or phrase or a pattern in the text. Full story »

Tech Tip: Recycling and Restoring Pages and Electronic Files in Laserfiche 8.1

In Laserfiche 8.1, the recycle bin’s capabilities expand to include not just folders and documents, but also pages and electronic files.

March 23rd, 2009

The Laserfiche Recycle Bin is a feature that protects against accidental deletions of items in Laserfiche. When it is enabled, a deleted document is not immediately removed from the repository; instead, it is sent to the recycle bin, where it can be reviewed and restored, or permanently purged, by the user who deleted it or by an administrator.
Full story »