PSIcapture 7.7 Updates

version 7.7.x   Download Pending

 

 Audience

This article is intended for general use.

 

Overview

 

The following is a breakdown of New Features and Feature Enhancement implemented in PSIcapture 7.7. The purpose is to link specific tickets within the release notes to their corresponding documentation. If applicable, Zendesk links are provided below each release notes explanation. Additionally, the link will jump to the corresponding heading within the article if possible.

 

New Features

 

Key

Release Notes

PSIC- 7614

Improved user experience by automatically creating a new Zone Profile if user selects a Classification Form in Indexing which doesn't trigger an existing Zone Profile, if that option is enabled.

PSIcapture Administrator Guide: Accelerated Classification Engine (ACE)

PSIC- 7573

Improved user experience by automatically creating a corresponding Zone Profile if a document matches a Classification Form during Classification which is not triggering an existing Zone Profile.

PSIcapture Administrator Guide: Accelerated Classification Engine (ACE)

PSIC- 7443

Added Accelerated Classification Configuration options to Indexing module.

PSIcapture Administrator Guide: Accelerated Classification Engine (ACE)

PSIC- 7176

The PSIGEN Affinity Direct migration adds the ability to migrate documents along with respective folder-level as well as document-level indexes to PSIsafe 12.1 and above. This migration requires PSIGEN Affinity Server 1.0.7.14 and above.

PSIcapture Administrator Guide: PSIGEN Affinity Direct Migration (PSIsafe 12.1+)

PSIC- 7068

Added the ability to manually reposition a Classification Form on the Global Classification list by selecting a Form and using the "Move To..." command.

PSIcapture Administrator Guide: Configuration: Classification

PSIcapture Administrator Guide: Classification Workflow Step Configuration

PSIC- 6507

Added the ability to schedule the import of Classification Forms from a database.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

PSIC- 5992

Added the ability to group Classification Rules into Rule Sets.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

PSIC- 5201

Added additional Classification Rule matching options.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

 

Feature Enhancements

 

Key

Release Notes

PSIC- 7706

Renamed Microsoft SharePoint Online (Office 365) direct migration to SharePoint Online (Microsoft 365) to reflect branding change by Microsoft). Deprecated support for SharePoint 2007 and SharePoint 2010.

PSIcapture Administrator Guide: SharePoint Online (Microsoft 365) Direct Migration Configuration

PSIC- 7705

Improved user experience by allowing offline licensing requests to be processed when using Term-based licensing.

PSIcapture Installation Guide: Activating the PSIcapture License Server via Offline Licensing

PSIC- 7678

Improved security by updating the PSIsafe Direct migration to support migrations to PSIsafe 11.3. This deprecates connectivity to any version older than PSIsafe 11.3.

PSIcapture Administrator Guide: PSIsafe Direct Migration (PSIsafe 11.3)

PSIC- 7672

Improved user experience by providing an option to mark Zone Profiles as Invalid if they were created automatically but zones defined for auto creation failed to be located on the page.

PSIcapture Administrator Guide: Auto Zone Creation Configuration

PSIC- 7665

Removed the success message when anchors are located during Smart Zone configuration.

(Link NA)

PSIC- 7660

Improved the consistency of references to Form Fields throughout the product by standardizing the labels to use the term "Form Fields" where applicable.

(Link NA)

PSIC- 7659

Improved usability of the product by moving buttons in the UI to the right side of Classification Rule configuration and Table Extraction configuration.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

PSIC- 7657

Improved user experience when configuring Smart Zone Anchor Expressions by incorporating Anchor Expression Type selection into grid.

PSIcapture Administrator Guide: Capture Profile: Indexing: OCR Smart Zone Configuration

PSIC- 7656

Improved ease of configuration of Smart Zones by adjusting the size of Child Zones created to be relative to the DPI of the template image.

(Link NA)

PSIC- 7653

Improved the user experience of editing different zone types by providing a new Edit Zone button directly on the Zone grid of a Zone Profile.

PSIcapture Administrator Guide: Capture Profile: Indexing

PSIC- 7652

Added the ability to move and resize the parent Smart Zone after creation while configuring child zones.

(Link NA)

PSIC- 7651

Improved the user experience when configuring Smart Zones by properly aligning all user buttons.

PSIcapture Administrator Guide: Capture Profile: Indexing: OCR Smart Zone Configuration

PSIC- 7642

Added a new Zone Profile toolbar in Indexing to replace the previous Accelerated Zone Profile Configuration button and corresponding dialog for editing existing or creating new Zone Profiles for the selected document.

PSIcapture User Guide: Index

PSIC- 7630

Added an option when importing Classification Forms from a database to remove special characters from numeric fields.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

 

PSIC- 7626

Improved user experience by implementing a new Accelerated Zone Profile Configuration toolbar for editing and creating new Zone Profiles with indexing, and by removing some unnecessary user prompts while making changes.

PSIcapture User Guide: Index

PSIC- 7623

Added the option to require that users classify all documents contained in a batch before they are allowed to close a batch containing classification errors.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

PSIC- 7616

Improved user navigation by changing the layout of Classification Settings to include new settings tabs for Accelerated Classification settings and Processing Options.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

PSIC- 7610

Added logic when using Classification Forms Database Import to not create rules on existing forms if that rule already exists on the form.

(Link NA)

PSIC- 7605

Updated the PSIcapture installer to detect the deprecated operating systems Windows 7 and Server 2008 and prevent installation from proceeding.

(Link NA)

PSIC- 7600

Improved accessibility functions by removing the full path of current file loaded in Viewer from application title bar.

(Link NA)

PSIC- 7593

Added a feature to provide a high contrast theme to address end-user accessibility.

PSIcapture User Guide: High Contrast Theme

PSIC- 7568

Added the ability to set default Rule Match Behavior and default Rule Set Match Behavior to Classification settings.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

PSIC- 7297

Added a note to the UI of Image Processing indicating that Region Processing is limited to image processing commands which support it.

PSIcapture Administrator Guide: Image Processing

PSIC- 7281

Added an option to prevent users from closing batches which have Classification errors.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

PSIC- 7205

Added a new "Tag" field to Classification Form Definition settings which can be mapped to an index field

PSIcapture Administrator Guide: Classification Workflow Step Configuration

PSIC- 6991

Added the option to require entry of fields that are normally optional on Classification Forms (Group, Record Type, Description, Tag) when creating new Forms in either Configuration or ACE.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

PSIC- 6988

Added the ability to copy an existing Classification Form when classifying a new document in Accelerated Classification.

PSIcapture Administrator Guide: Accelerated Classification Engine (ACE)

PSIC- 6945

Added a new Show Details option to the Classification Forms screen to display additional information about Classification forms, such as number of Rules, Last Page Rules, whether Table Extraction is enabled, number of defined columns, and more.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

PSIC- 6935

Added the ability to set or clear Status Flags of High Priority, Suspended, and Held on multiple batches at once from within Batch Manager.

PSIcapture User Guide: Batch Manager

 

PSIC- 6429

Improved the user experience when creating Smart Zones by automatically locating anchors on the page after the creation of a Smart Zone anchor expression.

PSIcapture Administrator Guide: Capture Profile: Indexing: OCR Smart Zone Configuration (Process is automatic)

PSIC- 6369

Added a Positive/Negative Match column to Classification Forms Database Import settings for specifying whether rules created via the Database Import should be considered positive or negative matching rules.

PSIcapture Administrator Guide: Classification Workflow Step Configuration

 

 

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