Schedule PDF Page Generation

PDF files can have their text extracted (and, thus, made searchable) through a process called page generation. This activity schedules a page generation task using Laserfiche Distributed Computing Cluster. See the tokens this activity produces.

How does this activity look in the Designer Pane?

To add this activity to a workflow definition

• Drag it from the Toolbox Pane and drop it in the Designer Pane.

To configure this activity

Select the activity in the Designer Pane to configure the following property boxes in the Properties Pane.

• Activity Name

  Once added to a workflow definition, the default name of an activity can be changed. Providing a custom name for an activity helps you remember the role it plays.

  To name an activity

  1. Add an activity to your workflow by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Under Activity Name in the Properties Pane, replace the default name.

  

  Note: Activity names cannot be the same as any other activity name in the workflow, they cannot be the same as the workflow's name, they must be less than 100 characters, they must contain at least one alphanumeric character, they cannot be "Name," and they cannot be the same as the activity's runtime type (which is usually only an issue with custom activities).

• Activity Description

  Use the Activity Description to provide descriptive text to help you remember the role that the activity plays in the workflow. All activities contain a default description that you can modify while constructing your workflow.

  To modify an activity description

  1. Add an activity to your workflow by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Under Activity Description in the Properties Pane, replace the default description.

  

• Distributed Computing Cluster Scheduler

  This property box lets you specify which Distributed Computing Cluster Scheduler will schedule the OCR tasks configured in the Schedule OCR activity. In a group of Laserfiche Distributed Computing Cluster machines, the scheduler machine divides OCR projects among the worker machines.

  To specify a Distributed Computing Cluster Scheduler

  1. Add the Schedule PDF Page Generation activity to your workflow definition by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Under Distributed Computing Cluster Scheduler in the Properties Pane, either:

  

  • Use the default scheduler as specified in the Distributed Computing Cluster node of the Workflow Administration Console.
  • Choose a scheduler from the drop down menu. To add or manage schedulers, select Manage schedulers from the drop-down menu. Learn more.
• Documents to Process

  This property box lets you add documents to the PDF Page Generation queue. The documents specified here are sent as a single job to the Distributed Computing Cluster Scheduler.

  Tip: In general, having your Distributed Computing Cluster Scheduler run fewer, larger jobs will be faster than having many, smaller jobs. However, for the best results, we recommend not sending more than 10,000 entries at once to the Distributed Computing Cluster Scheduler.

  To select documents to process

  1. Add the Schedule PDF Page Generation activity to your workflow definition by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Under Documents to Process in the Properties Pane, click Add to select documents.

  

  4. Choose an entry from the Select Entry dialog box. Repeat steps 3 and 4 to continue to add documents to process.
  5. Optional: To remove documents from this list, select the document you want to remove and click Remove in the Documents to Process property box.
  6. Select the Include entries in subfolders check box to process the contents of any folders specified in the Documents to Process property box. Note that this will process the contents of the folder's subfolders, all the way down the folder tree.

  Note: If the selected entry is a Laserfiche folder, the Distributed Computing Cluster Scheduler will process all documents contained within the selected folder, including documents in subfolders.

• PDF Page Generation Settings

  Use these settings to control how the PDF is processed.

  

  • Convert images to black & white: Convert the generated image pages to black and white.
  • Scale image to use DPI: Customize the image's dots per inch (DPI).
  • Extract the text from each page: Extract text from the retrieved PDF documents.
    • Include PDF form field values in the text: If you are extracting text from a PDF form, the values in the form's fields will be included in the extracted text.

      Note: The text extracted from PDF form fields will be at the bottom of the Text Pane. If you want their text to be displayed in the Text Pane in their actual location, generate images for each page of the PDF form and OCR it (which will take longer).

      Note: If Laserfiche images are generated from PDF forms, the form field values in the PDF forms will be burned into the Laserfiche image.

  • Convert PDF annotations to Laserfiche annotations: Any PDF annotations on the retrieved PDFs will be converted into Laserfiche annotations.
• OCR Settings

  This property box lets you configure the OCR settings that will be applied to the documents chosen in the Schedule PDF Page Generation activity's Documents to Process property box.

  To configure OCR settings

  1. Add the Schedule PDF Page Generation activity to your workflow definition by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Under OCR Settings in the Properties Pane, select a language to help optimize the character recognition using the Language drop-down menu.

  

  4. Next to Optimization, select an optimization style. There is generally a trade-off between speed and accuracy.
     • Speed: Reduces the amount of time it takes to OCR. Generated text may be less accurate. Choose this option if you are more concerned about the speed of your OCRing process than about having a few errors in the generated text.
     • Standard: Neither optimum speed nor optimum accuracy, but a balanced between the two. Choose this option if you want the generated text to be fairly accurate, but you prefer the OCRing process not take the maximum amount of time to run.
     • Accuracy: Increases OCR quality. Processing time will also be increased. Choose this option if you must have the most accurate text possible and are not concerned about how long it takes to run the OCRing process.
  5. Next to Options, select or clear the following options:
  • Decolumnize: Select Decolumnize to convert multiple columns of generated text into a single column. Clearing the checkbox will preserve column formatting in the OCRed text, even if that separates words and sentences.
  • Auto-rotate: Enable Auto-rotate to temporarily rotate images to an orientation suitable for OCR. If your images are skewed, select this option to ensure they are OCRed as correctly as possible. After the OCR process is performed, the image will return to its original orientation. If your images are all oriented correctly, clear this option.
• Additional Options

  This property box lets you configure temporary image processing options that can help with document quality.

  1. Add the Schedule PDF Page Generation activity to your workflow definition by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Click the area under Additional Options in the Properties Pane to load the Additional Options dialog box.

  

  4. Select from the following types of temporary image processing:
     • Deskew image: Straighten crooked images,
     • Despeckle image:Remove undesired noise from an image. Specify a maximum size of the noise to remove. Size is specified as both width and height. For example, setting this option to 2 will remove all noise that is equal to or smaller than a 2 pixel x 2 pixel square.
     • Rotate image: Automatically or manually rotate an image.
     • Horizontal line removal:Remove horizontal lines from the image.
     • Vertical line removal: Remove vertical lines from the image.
• Advanced: Callback Options

  Callbacks allow the activity to start a workflow for either additional processing once the PDF page has been generated, or to handle information on files that were unable to be processed.

  Show me what this looks like.

  

  When the PDF Page Generation operation completes successfully, it can trigger a workflow sending the entry as the starting entry for the workflow through the Invoke a workflow on success option. If multiple files are processed, the callback workflow will be called for each success.

  If the PDF Page Generation operation encounters an error in processing, the Invoke a workflow on failure option can be called. For multiple failures, the activity will bundle all the failures and send only one notification. The result will be passed to the callback workflow in a parameter named "Errors". The error parameter will be in json and contains a list of the Document IDs that failed generation.

  Example error message:
  [{"docId":2986794,"error":"Invalid password","isCritical":false},{"docId":2988296,"error":"Wrong format of page's contents","isCritical":false}]

  To enable callbacks:

  1. Click the Advanced button at the top of the Properties pane.
  2. Mark the boxes for either on success, on failure, or both.
  3. Select the workflow to be invoked.
  4. When finished, click the Advanced button to return to the properties panel.

  Example: If PDF Page Generation runs on a folder with 10 documents, 5 fail generation and 5 succeed, and both callback types are set, expect 6 total workflows to be invoked: 5 separate calls for the successes and 1 call for the 5 failures.