Impact OCR Installation

Installation

Note: Please be advise, it is strongly recommended that OCR should be installed on a server other than the the server hosting the Scan Application.

1. Find and run the Impact 3.31 Setup.exe. Note: You may need to download the Touchworks Scan [version].exe file from one of the various Allscript's FTP sites.
   
2. Select the Server Setup radio button (this may be the default selection).
   
3. Select the SearchMD radio button (top right side of page, under Server Type).
   
4. Select the Next button.
5. Verify the installation path.
   
6. Using the default settings, confirm that the Program Folder is listed as OCR.
   
7. Select the Next button.
8. Provide the database connection information for both the Database name (will like be Impact), as well as 'Server Name or IP Address' -- this is the Server Name or IP Address to the Database Server. In addition, add the path to the shared Impact folder. Note: the default settings may not be correct.
   
9. Select the Next button.
10. Verify all information provided is correct.
11. Select the Next button.

Configuration

OCR Configuration Tool

1. Run the OCR Configuration shortcut that was placed on the server's desktop at the completion of the OCR install.
2. Verify the following configuration settings:
   
   1. Impact Config Path - define where the Impact application is running (use Browse button to locate application. Specify UNC format)
   2. Filter Characters - specify characters to remove from OCR consideration (no spaces or other characters between items) - Leave blank
   3. Sleep Interval - specify the number of minutes to wait before checking for documents to be OCR processed (whole positive numbers only) - Set to 5
   4. Catalog Population - specify how to update Full-Text Search indexes. Select – “Use Scheduled Catalog Job”
   5. Catalog Interval - specify how often to update Full-Text Search indexes when Use Catalog Interval option is selected. Disregard this setting.
   6. Text File Output - check this box to write to the application directory, a text file for each document containing the set of recognized words - Leave unchecked
   7. Diagnostic Log - check this box to write to the application directory, a text file (OCRDebug.log) containing debug information for tech support - Leave checked until installation is verified, then uncheck.

SQL 2000 Full-Text Index

1. Open SQL 2000 Enterprise Manager.
2. Find and Expand the Impact database.
3. Select Tables and locate the Table named OCR_Contents.
4. Right-click on the OCR_Contents and select Full-Text Index Table.
5. Select Define Full-Text Indexing on a Table… and click the Next button.
6. Select the database filed named PK_OCR_Contents as a unique index for this catalog and click Next button.
7. Select the Next button.
8. Name your new catalog OCRContent. Note: This name can not be changed, so please be careful.
9. Accept the default location and continue by clicking the Next button.
10. The inital index may take some time.
11. When the Index is complete, verify that the population took place by looking at the Last Population Date in the OCR_Contents table.

Client Setup

OCR is setup very similar to the way that Scan clients are setup. Administrators should create a shortcut within the shared OCR folder and modify the properties to point to the OCRmon.exe file via UNC path or IP Address. Point clients to copy this shortcut.