|version 7.7.x||Download Pending|
This article is intended for PSIcapture Users.
The purpose of the Retrieval Module is to offer the user quick way to query vast collection of images and data within PSIcapture’s repository or via a number of popular external databases. This is a useful tool for reviewing/sharing completed work, by providing the ability to revise indexed data, add annotations, and print/fax/email images.
|Resets the current query and clears on search criteria.|
|Runs a query based on entered criteria.|
|Saves current query for later use.|
|Loads previously saved queries.|
|Prints the current page. User has the option to print the image with or without annotation.|
|Brings up the Mail Message Editor dialog box to send the image file of the page currently in view as an attachment. User has the option to include annotation with the attached file.|
Documents/Pages can be queue for printing or emailing. Selecting this command displays the following submenu:
|Opens up a new viewer. Useful if the user wants to view multiple files simultaneously.|
|Pages are viewed as thumbnails in the Image Viewer Pane.|
|Choose to view results in Form view or in Grid view.|
|Reveals the annotation editing toolbar and annotation settings pane, which allows user to add commentary to the retrieved image. Highlights, shapes, and text are examples of some tools available to add details on-demand to the document.|
|Toggle between the original document and the annotated document.|
Open Image for Compare - Opens up Windows Explorer to select image file(s) to view from an external source.
Exit - Exits out from PSIcapture. NOTE: If a batch is currently open, user will be prompted to close or suspend the batch. The PSIcapture application will then end.
In this section we explain the workspace of the Retrieval module. The following panes are available:
Users can input a query and view results. There are two types of queries: Repository and Database.
Query - User can retrieve captured images from PSIcapture’s built-in repository for Capture Profile that have a “Retrieval” workflow step. Once the expressions have been specified, click “Search” to initiate the query.
Query Type - Select between one of the two query types: Repository or Database.
Database - Users can choose which database and table to search in. By clicking “Mange” the user can add or delete databases via the “Manage Search Databases” window. This must be done first before it will appear in the “Database to Search” drop-down list.
- Repository - Users can choose which repository and Capture Profile to search in. By clicking “Manage,” the user can add or delete repositories via the “Manage Search Repositories” window. This must be done first before it will appear in the “Repository to Search” drop-down list. Simply point to the same directory as defined in the retrieval workflow of Capture Profile configuration.
Brings up the “Database Configuration” dialog box.
The supported Database Types selected via a drop-down menu are:
- Microsoft Access
- Microsoft SQL Server
- IBM DB2
- IBM Informix Dynamic Server
- ODBC Complaint
- OpenLink Virtuoso Server
Define a Database by clicking the “Select” button.
This brings up the “Database Connection Setup” dialog box. User can then browse for a database. Enter ID login if the targeted database requires user authentication. Click “Test Connection” to test accessibility.
Query Definitions - User can define the search criteria to run a query.
Simple Query - One or more expressions can be defined using multiple index fields.
Query Builder - Works exactly the same as the Simple Query, except the same index field can be used more than once in multiple expressions, further narrowing the search.
Query Results - The results of the query are displayed. Each column can be sorted and filtered by clicking on the column heading or the filter tool.
Edit Index Data - Index data for a desired document can be changed. NOTE: The ability to attach notes and edit index data is only available to Repository Query Results.
Image Viewer Pane
The Image Viewer Pane has the same controls as the rest of the Image Viewer panes throughout PSIcapture, and should be familiar to most users who have used the Image Viewer in any other workflow step. Below is an example screenshot of the Image Viewer Pane with the Thumbnail View toggled on:
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