Run Post-Processing Batch Operations

Post-processing batch operations can be performed on completed Processing Jobs and Data Extract Jobs. However, post-processing operations are not available for Jobs that are a part of any Export Job regardless of the Export Job’s status. Unlike QC, images cannot be viewed by using this function.

Note: Exit the Processing Job or Data Extract Job in QC before proceeding with this function. The Processing Job or Data Extract Job cannot be in QC mode if you want to run the post-processing operation on that same Processing Job or Data Extract Job.

A *StellentID (14000) for documents without native files was added. Any documents that have the imported native placeholder StellentID will be filtered for Discovery Job Requeue operations and treated as unextractable items if they are selected for processing.

  1. In the Client Management Tree View do one of the following:

    • Expand the Processing Jobs folder to display all the Processing Jobs.

    • Expand the Data Extract Jobs folder to display all the Data Extract Jobs.

  2. Select one of the following:

    • A completed Processing Job.
    • A completed Data Extract Job.

  3. Click to open the Post-process Batch Operations dialog box. If the buttons are grayed out along the bottom of the screen, then you cannot perform a post- process batch operation on that particular Job. However, you can view information about the Job.

  4. In the Post-process Batch Operations dialog box, complete the options defined as follows:

    Rule Title: Enter a meaningful name to describe the Rule.

    Action: Select an action from the drop-down menu.

    Processing Job Actions include:

    • Image: Converts the file/files to image format

    • Convert to PDF: Converts documents to text-based PDF files that are PDF/A compliant. Documents will be converted through PDF-XChange drivers, and single page PDFs become the intermediate output. This option differs from Image, which uses Black Ice drivers and produces images as the intermediate format. Exceptions are native files that are already in an image format. These files will continue to use Lead Tools for processing. For information about PDF/A compliant files, see https://www.pdfa.org/pdfa-faq/?highlight=PDF%2FA%20compliance.

    • Placeholder: Creates an image placeholder

    • Placeholder with Document Text: Creates an image placeholder but includes the original document text

    Data Extract Job Actions include:

    • Data Extract: Performs text and metadata extraction on the files

    • Text Placeholder: Creates an extracted text placeholder text file to replace any text that would be extracted but still includes a link to the native file

    The action is recognized and a new Flex Processor Rules Manager Rule is created that contains the items being reprocessed. The Rule itself is not processed, but may be useful for reporting.

    Max Pages Count: (Applies to Processing Jobs only) Used to set a threshold to an Image action (Processing Job).

    • Create Placeholder: This option is enabled by default. It determines if the slipsheet is printed when any Max Pages limit is exceeded. For example, if the Max Pages value is set to 100, then eCapture will generate placeholders for all the documents that have more than 100 pages.

    • Text: From the Text drop-down menu choose either:

      • Truncate text to max pages: Text is truncated to match the output of pages that fall under the threshold T(existing behavior).
      • Retain all text for document: Document text is associated to the number of pages below the set threshold value and all subsequent pages are blank.

      Note: During Export, pages that contain no text are handled the same as a regular Export Job. Placeholders may be created for these pages if desired. Searchable PDFs, including hit highlighting, are not affected by the two Text options.

    Category: Select a category from the drop-down menu. This menu contains categories selected in the Flex Processor.

    Reprocess without changing effective rule: When selected, no new Rule is created for the items being reprocessed, they are set to untried’ status and processed just like they were on the first try. When not selected, behavior is unchanged from previous versions (new rule created, items effective rule becomes the new rule).

    Status Filtering

    Items are selected for batch operations. Choose from the following status filters:

    • All Items - All items for the Job appear in the Items Area in the top right of the dialog box.

    • Processed Items - Everything that processed successfully (status Success)

    • Errored Items - Everything that did not process successfully (status Error)

    • Not QCed - Everything that did not pass QC

    • QC Flags - All items matching one or more selected QC flags

    • Unprocessable Items - Items that could not be extracted from .ZIP files, email attachments, and so on

    • (optional) The Pages check box can be selected so that Items that meet a chosen filter can be further filtered by having a page count less than or equal to the user's choice (1-100).

    Grouping

    Options are listed for grouping items. Choose from of the following options:

    • Category - Outlook, Excel, Word, and so on

    • Extension - .DOC, .PDF, and so on

    • Error code - The numeric code recorded for an errored item.

    • Error Code/Category

    • Error Code/Extension

  5. Select a status filter, a grouping, and if applicable, QC flags from the QC Flags list box. These selections will repopulate the Items Area each time new selections are made. You can also click the column headings to sort the items in ascending or descending order.

  6. Select the item or items in the Items Area you want to perform post-processing operations.

  7. Select the operation you want to perform:

    Note: Before beginning any batch operation, ensure that all jobs are paused and that the Workers are idle.

    Batch Reprocessing

    1. Click to display the Batch Reprocess dialog box with important information.

    2. Ensure that QC is not currently being performed on the Job at this time. If the Job is currently being QC and this batch operation is performed, it may result in missing or duplicate flags.

    3. Click OK to continue after confirming that QC is not being performed on the particular Job you selected for a batch reprocessing. The Options dialog box appears.

    4. Accept or change any options (filtering changes will not be applied) and click OK. The selected items from the Items Area are requeued for distributed reprocessing. The job is set to Paused Status and placed in the Job Queue Pane.

    5. On reprocessing, all data is replaced, including QC flags. There will be no record of which items have been reprocessed. However, the completion date of the Job changes.

    6. Click OK to continue or click Cancel to abort.

    Task Table: Select a task table from the drop-down menu. The task table that displays is the task table that was selected for the Job at creation time.

    Batch Deletion

    1. Click to display the Batch Delete dialog box.

      Warning: Ensure that QC is not currently being performed on the Job at this time. If the Job is currently being QCed, data corruption is certain.

       

      Please read the contents of the Batch Delete dialog carefully before clicking OK.

    2. After confirming that the Job is NOT currently being QCed, click OK.

      The selected items from the Items Area will be deleted from the Job. All metadata, QC flags, images, and text files will be removed. The list of items deleted will be recorded as a 'remove' search, accessible from reporting and the Flex Processor Rules Manager. Access the Flex Processor Rules Manager by clicking located in the Status and Summary Panel for the Job.

    Requeuing a Deleted Batch

    1. Click to display the Batch Delete Requeue dialog box.
    2. Select the batch(es) for requeuing.

    3. Click OK. The Restore Batch Deleted Items dialog box appears.

      Warning: Ensure that QC is not currently being performed on the Job at this time. If the Job is currently being QCed, data corruption is a certainty.

       

      Please read the contents of the Restore Batch Deleted Items dialog carefully before clicking OK.

    4. Click OK in the Restore Batch Deleted Items dialog box. The Options for the Job (Processing or Data Extract) dialog box appears.

    5. Accept or change any options (filtering changes will not be applied) and click OK. The items are reintroduced into the Processing Job, they are queued for processing, and the job status is set to Paused.

    6. Click Cancel to close the Post-Process Batch Operations dialog box.

    Batch QC Flag Assignment

    1. Click after selecting the items from the Items Area. The Select QC Flags dialog box appears.

    2. (Optional) Click to open the New QC Flag dialog box. Enter the QC flag (without description) and click OK. The QC flag displays in the list and is automatically selected. In addition, the flag is now available for selection from the eCapture QC Module.

    3. Select the flag(s).

    4. Click OK. The Batch QC Flag Assignment dialog box displays stating the flag or flags that are assigned for the selected items.

    5. Click OK to confirm. The Confirm QC Is Not Active On This Job dialog box appears.

    6. Click OK. The Operation Complete dialog box appears.

    7. Click OK. The selected QC flags are now assigned to the selected documents. The selected documents are now requeried to reflect the changes.

    8. Click OK.

       

Related Topics

Create a Standard Data Extract Job

Create a Standard Processing Job

Create Task Tables

Assign Task Tables to Workers