The basics of MetaServer and its main setup screen explained

• How does MetaServer work?

• 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

• 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

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

• 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?

• Apply Page Processing
• Apply Separation & Page Processing

Organize documents based on their file type

• How does the Organizer work?

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
• Set Field Value

• Calculate Date
• Calculate Number
• Calculate Time Span

All Extract Format rules explained in detail with screenshots

• Change Case
• Date and Time
• Number
• Text
• CSV

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?

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

• Run Programs
• Run Task

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?

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

• 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?

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

• What should the settings be for my MFP scanner?

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

• My MetaServer installation fails with an ODBC error

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

• I test an Extract rule or Kofax VRS and get a “VRSEngine: timeout” error

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

• How does the Azure Computer Vision engine work?

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

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

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

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

Useful guides for MetaServer

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

• 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?

• How do I refresh my MetaServer license?

• How to edit the MFP panel

• How to prepare for a MetaServer installation

• 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 update your MetaServer Service and Clients