Extract data from a document - HxGN SDx - Update 64 - Administration & Configuration

You must enable DCOM permissions before HxGN SDx can access Microsoft Office applications.

This is mandatory if you want to extract content from:

• a Microsoft Excel file using the Data Capture Datasheet Reader Pre-Processor.

• any Microsoft Office file (97-2003) using the Data Capture Office Reader Pre-Processor.

To set the DCOM configuration for the respective file type application, complete the following steps:

1. Click Start > Administrative Tools > Component Services.

2. In the tree view, expand Component Services > Computers > My Computer > DCOM Config.

3. Based on the Microsoft Office file type, locate and right-click the respective DCOM Config component service:

   • Microsoft Excel Application

   • Microsoft Word 97-2003

   • Microsoft PowerPoint Slide (97-2003)

4. On the shortcut menu, click Properties.

5. In the General tab, set the Authentication Level to None.

6. In the Identity tab, select The Launching User option.

7. In the Security tab, set the Launch and Activation Permissions to Customize, and click Edit.

   1. Add the Administrators created by Server Manager.

   2. Select the Allow check box for the following items:

      • Local Launch

      • Remote Launch

      • Local Activation

      • Remote Activation

      • Read

      • Special permissions

When you use Data Capture Content Discovery Task in the Desktop Client or Extract Content in the Web Client to extract content from multiple documents, the software automatically considers the templates and rules defined for the default template group. The default template group is considered only when a PDF file or a drawing file is attached to the document. To successfully extract content, ensure that the templates and rules are configured for the template group. However, if you have not chosen any template group as default, the software automatically considers a template group DefaultDrawingTemplateGroup for extracting the content. This default template group is provided with the software.

In the Web Client, to extract content from a single document, the software automatically considers the templates and rules defined for the auto selected default template group. The default template group is considered only when a PDF file or a drawing file is attached to the document. However, you have an option to select and apply any other template group instead of the default template group. For more information, see Extract data from a document.

For the auto selected default template group, the Match Tag Patterns option is pre-selected.

When processing a document with more than one file attached, the following scenarios are considered:

• If different file types are attached, the software first checks for a file with the ISPFNMasterFile interface, and content is extracted from that file.

• If a file with the ISPFNMasterFile interface is not found, content is extracted from the file with the highest priority. By default, files with the .dwg file extension are set as highest priority. However, the priority of the file can be changed in the Data Capture Central settings module in the Desktop Client. For more information, see Manage file types and prioritize them for content extraction.

• If more than one file of highest priority is attached, then you must choose the file to extract the content from the Extract Content window.

By default, the Data Capture supports a few double-byte characters when extracting content from a document. To allow this, you must ask your administrator to enable the Extract matching double-byte characters as alias tag option in the Desktop Client's Data Capture Administration module Master Tag Patterns page. For more information, see Create a new master tag pattern.

Before you start content extraction, we recommend you check if the double-byte character you want to extract, is supported by the Data Capture, by completing the following steps:

1. Go to https://www.dotnetfiddle.net in a browser.

2. Copy and paste the following Data Capture double-byte character conversion code snippet in the Code Editor box:

   using System;

   using System.Text;

   public class Program

   {

   public static void Main()

   {

   Console.WriteLine(Encoding.GetEncoding(1252).GetChars(Encoding.Convert(Encoding.Unicode, Encoding.GetEncoding(1252), Encoding.Unicode.GetBytes("<double-byte character to be converted>"))));

   }

   }

3. Click Run to execute the code and verify the following:

   • If the output is a single-byte character, the double-byte character is converted successfully.

   • If the output is a ?, the double-byte character conversion failed.

To configure Data Capture for allowing extraction of unsupported double-byte characters, do the following:

Before doing this, set the query scope of your site to the (Scope Not Set) Configuration Top and load the Data Capture sample data. For more information on how to load the sample data, see Load the sample data for your site.

1. In the Desktop Client, under the Document classifications tree, expand the Data Capture Administration node.

2. Under the Data Capture Administration node, right-click the Data Capture Miscellaneous node, and click Show Template Documents.

3. Right-click the Double Byte Substitution List template in the tree view, and click Edit > Check Out to check out the template and edit the DoubleByteSubstitutionList.xml.

4. In the file, based on the type of double-byte character to be converted, copy and paste the following XML code and replace the child node value with the double-byte character's Unicode value and the parent node value with the corresponding single-byte character's Unicode value.

   <SubstituteChar UnicodeValue="Single-byte character's unicode value"> <!Parent node>

   <SubstituteeChar>Double-byte character's unicode value</SubstituteeChar> <!Child node>

   </SubstituteChar>

   For example,

   <SubstituteChar UnicodeValue="007E"> <!Unicode value for single-byte character tilda ~>

   <SubstituteeChar>ff5e</SubstituteeChar> <! Unicode value for double-byte character tilda 〜>

   </SubstituteChar>

   This sample code converts a double-byte character 〜 to single-byte character ~.

5. Check in the template with the updated XML file.

Data Capture applies the conditions in the template file when processing the content with double-byte characters.