The basics of MetaServer and its main setup screen explained

 

• How does MetaServer work?

• How is MetaServer priced?

• What is included in the MetaServer base license?

• Installing MetaServer

• Activating MetaServer

• Explanation of each Demo Workflow

• Demonstrating MetaServer using the MFP panel

• System Requirements

• Version History

Adjust your Server settings using the Administration client

 

• Server Settings
• Network Folders
• Counters

• Workflows

• Errors

• Server and Client Version
• Licenses

Automatically sync or clean up MetaServer databases or delete old files.
 

• How do Tasks work?

• Trigger
• Delete Old Files
• Backup MS Database
• Cleanup MS Database
  • Delete Duplicate Records
  • Delete Records by Value
  • Remove Spaces
  • Replace Text
  • Sort
• Import MS Database
• Sync MS Database
• Restart MetaServer

• Restart Action

Import documents from different sources

 

• Import Email
• Import from Folder
• Import from Workflow
• Import from Web Service

Automatically separate documents, rotate and delete pages based on rules

 

• Separate Document / Process Page
  • How does Document Separation and Page Processing work?
  • Separate using keywords
  • Separate every n pages
  • How to set up auto-rotation and delete blank pages?
  • Separate & Classify
  • Apply Page Processing
  • Apply Separation & Page Processing

Organize documents based on their file type

 

• How does the Organizer work?

• Clipping Tool

• Organize mode
• Classify mode

All Extract Find rules explained in detail with screenshots

 

• Find Line with Line Number
• Find Line with Mask / Words
• Find Number

• Find Word with Mask / Words
• Find Database Lookup
• Find Word with Type
• Find Word with Confidence

• Find Word Group with Mask / Words

• Find Selected Text

• Find with Regular Expressions

• Lookup with Stored Procedure

All Extract Edit rules explained in detail with screenshots

 

• Remove
• Replace Text
• Reserve
  • MetaServer User Groups
• Set Field Value

• Calculate Date
• Calculate Number
• Calculate Time Span
• Calculate Column Total

All Extract Format rules explained in detail with screenshots

 

• Change Case
• Date and Time
• Number
• Text
• CSV
• Azure AI Summarize

All Validate rules explained in detail with screenshots.

 

• How does Validation work?

• CSV
• Database
• Date and Time
• Note
• Number
• Text
• Hyperlink

Convert documents to different formats

 

• Convert to Black and White
• Convert Email Body to PDF
• Convert to JPG
• Convert to Multipage TIF
• Convert to PDF/A
• Convert to PDF MRC
• Convert to Searchable PDF
• Convert to Image PDF

• Kofax VRS
• Scale Page(s)
• Set PDF Properties

Distribute documents to different actions depending on a field value

 

• How does Distribute work?

Loop an action a specified number of times

 

• How does Repeat work?

Run a task or a series of windows commands before and after export

 

• Run Programs
• Run Task

Apply an action on MetaServer-level

 

• Delete MetaServer Database

MetaServer troubleshoot and FAQ

 

• When opening the Client and when trying to select a MetaServer, I get the following message: No MetaServer found

• MetaServer is locked up (red error), and restarting doesn’t fix it. What do I do?

• My MetaServer license is not working anymore because of a "Computer ID mismatch" error

• MetaServer is not running because of error "Url reservation add failed, Error: 183"

• What should the settings be for my MFP scanner?

• Where can I check the access rights for the MetaServer service?

• I can't see preview thumbnails of my PDF files in Windows File Explorer or MetaServer's Go To window

• My dates are never in the correct format during Validation

• What are the paper size limits for each MetaServer action?

• In my Export Email action, I'm not able to log in to my Office 365 account

• I log into Office 365 or in the Export to Box connector, and I get an “Unable to connect…” error

• A .NET Framework error interrupts my MetaServer installation on Windows Server 2019

• The Auto Archive action returns "User is authenticated but not connected" error

 

 

• How does the Azure AI Vision engine work?

• How does the Azure AI Vision handle automatic deletion, privacy and protection of my data?

• How does the Azure AI Document Intelligence handle automatic deletion, privacy and protection of my data?

• I use an on-premise Azure AI Vision container, but MetaServer reports an "(503) Server unavailable" error

• The Azure AI Vision / Document Intelligence Extract action is running very slow

• What does "support for additional (extraction) cores" do?

• My MetaServer installation fails with an ODBC error

• During validation, I receive an ODBC or SQL Server related error

• I test an Extract rule, Kofax VRS or Convert to PDF MRC action and get a VRS error 

• Connecting to MetaServer fails with error “Proxy Authentication Required”

• When exporting to SharePoint, MetaServer reports an "Invalid date" error

• My documents are not being imported

• When logging into SharePoint, I get an access error

• When logging into my Office 365 account for sending or receiving email, I get an access error

• The Windows Performance Counter Setting is corrupt. "Unable to load counter name data because an invalid index was read from the registry"

Useful guides for MetaServer

 

• How to prepare for a MetaServer installation

• How to create a MetaServer Database

• How do I set up my Firewall for MetaServer?

• How do I activate my MetaServer license without an internet connection?

• Where can I activate my license?

• I have purchased additional modules to my license. How do I refresh my MetaServer license?

• How to update your MetaServer Service and Clients

• How to copy MetaServer workflows to another system

• How do I define an ODBC source for Database lookup or Export to Database?

• How to perform a silent installation / uninstallation?

• How to connect multiple clients to a central MetaServer

• How to connect to a MetaServer outside your domain

• How to edit the MFP panel

• How to collect MetaServer performance data
  

• How to preview log files (e.g. *.CBMS... files) in File Explorer

• How to reserve documents without using an Active Directory

• How to adjust the access expiration time for actions using OAuth login