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EMC Corporation
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Hopkinton, MA 01748
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9103
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508
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www.EMC.com
EMC
®
ApplicationXtender
®
Document Manager
5.40
User’s Guide
P/N 300-005-636
REV A01
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Copyright © 1999-2007 EMC Corporation. All rights reserved.
Published November, 2007
EMC believes the information in this publication is accurate as of its publication date. The information is 
subject to change without notice.
THE INFORMATION IN THIS PUBLICATION IS PROVIDED “AS IS.” EMC CORPORATION MAKES NO 
REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS 
PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR 
FITNESS FOR A PARTICULAR PURPOSE.
Use, copying, and distribution of any EMC software described in this publication requires an applicable 
software license.
For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com.
All other trademarks used herein are the property of their respective owners.
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Preface
............................................................................................................................ 13
Chapter 1
Getting Started
Introduction to ApplicationXtender Concepts............................. 18
Content Organization in ApplicationXtender....................... 18
Glossary of ApplicationXtender Terms.................................. 18
Document Storage Locations................................................... 23
ApplicationXtender Components.................................................. 25
Administrator Components..................................................... 25
User Components...................................................................... 29
ApplicationXtender License Server........................................ 30
ApplicationXtender on Your Network.......................................... 31
How Documents are Stored and Displayed in AppXtender...... 33
Supported Files.......................................................................... 34
Unsupported Files..................................................................... 38
Ways of Using ApplicationXtender................................................ 40
ApplicationXtender Modes of Operation.............................. 40
ODMA......................................................................................... 43
Selecting Data Sources..................................................................... 44
Locating Data Sources............................................................... 45
Specifying a Default Data Source............................................ 47
Specifying Multiple Data Sources........................................... 48
Starting ApplicationXtender Document Manager....................... 50
Variations on Login Procedures............................................... 52
New Login.................................................................................. 53
Logging into Multiple Data Sources....................................... 55
Checking for Updates............................................................... 57
Installing Updates from the Windows Task Bar................... 58
Automatically Monitoring for Updates.................................. 59
Contents
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Contents
ApplicationXtender Document Manager Views.......................... 60
Application View....................................................................... 61
Query View................................................................................. 64
Document Display View........................................................... 67
Index View.................................................................................. 68
Workflow Workbox................................................................... 71
Thumbnail View........................................................................ 72
AppXtender Document Manager Toolbars................................... 74
Main Toolbar.............................................................................. 74
Annotation Toolbar................................................................... 77
Image Toolbar............................................................................. 80
Script Toolbar............................................................................. 82
Batch Index Toolbar................................................................... 83
Scan Toolbar............................................................................... 84
Function Keys.................................................................................... 86
Chapter 2
Customizing Your AppXtender Document Manager 
Workstation
Change Password............................................................................. 88
Disabling the Remember Password Option.......................... 89
Configuring Toolbars, Title Bar, and Status Bar........................... 90
Displaying or Hiding a Toolbar............................................... 91
Changing the Size of Toolbar Buttons.................................... 92
Customizing Toolbars............................................................... 92
Configuring the Title Bar.......................................................... 93
Displaying or Hiding the Status Bar....................................... 95
Print Setup......................................................................................... 96
Using Sticky View............................................................................. 97
Saving Sticky View Settings..................................................... 98
Customizing AppXtender Document Manager Views............... 99
Docking a View.......................................................................... 99
Displaying a View as a Dialog Box....................................... 101
Displaying a View as Subwindow........................................ 102
Hiding a View on Use............................................................. 103
Activating AppXtender Document Manager Full Screen 
Mode.......................................................................................... 104
Managing the Query View Result Set................................... 104
Opening the Configuration Dialog Box....................................... 109
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View Tab........................................................................................... 110
Image Size Options.................................................................. 110
Zoom Settings are Pixels......................................................... 111
Scale-to-Gray............................................................................ 111
Use KeyView to Display Foreign Files.................................. 112
Use Acrobat Reader to Display PDF Files............................ 112
Allow Map of Unknown Data Sources to Existing Data 
Sources....................................................................................... 112
Display Text View of Page...................................................... 113
Display Text View of Page...................................................... 113
Restore Last Layout at Startup............................................... 113
Display Tab....................................................................................... 114
Screen DPI................................................................................. 114
PgUp/PgDn in Dual-Page View............................................ 114
Query Results........................................................................... 115
Fonts Tab........................................................................................... 117
Screen Fonts.............................................................................. 117
Printer Fonts............................................................................. 119
Simulate Box Drawing Characters........................................ 120
Scan Tab............................................................................................ 121
Enabling Image Processing Options..................................... 121
Removing Blank Pages............................................................ 121
Synchronized Scan................................................................... 123
Scanner Manual Feed Timeout.............................................. 123
Saving and Loading Settings......................................................... 124
Saving Settings......................................................................... 124
Important Information about XSCM.CONFIG.................... 126
Saved Workstation Settings.................................................... 128
Loading Settings....................................................................... 133
Chapter 3
Creating Documents
Introduction to Document Creation............................................. 138
Creating New Documents.............................................................. 140
Input Methods.......................................................................... 141
Adding a Document by Scanning.......................................... 150
Adding a Document from the Windows Clipboard........... 150
Adding a Document by Inserting an Object........................ 155
Adding a Document by Importing a File............................. 160
Adding a Document from the Fax-in Queue....................... 167
Creating _RSTAMP and _FORMS Documents.................... 170
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Contents
Creating Documents in Batches.................................................... 174
Batch Import............................................................................. 174
Batch Creation.......................................................................... 181
ApplicationXtender Image Capture..................................... 186
Indexing New Documents............................................................. 187
OCR Proofing........................................................................... 187
Automated Indexing Features............................................... 189
Index Validation....................................................................... 197
Indexing Batches............................................................................. 200
Batch Indexing a Single Batch................................................ 200
Batch Indexing from a List..................................................... 202
Submitting Documents to a Full-text Queue.............................. 206
About Submitting Different File Types................................ 207
Submitting a Displayed Document....................................... 207
Troubleshooting....................................................................... 209
Chapter 4
Scanning
Introduction to Scanning............................................................... 212
Selecting a Scanner......................................................................... 214
Optional Scanning Configurations.............................................. 216
Scan Feeder Options................................................................ 217
Automatic Enhancement........................................................ 218
Auto OCR................................................................................. 218
Resolution Settings.................................................................. 219
Mode Settings........................................................................... 219
Page Size Settings.................................................................... 220
Source Setting........................................................................... 220
Auto Rotation........................................................................... 221
Scanner Driver Configuration............................................... 221
Scanning Documents...................................................................... 223
Scanning Pages................................................................................ 227
Inserting a Scanned Page before the Current Page............. 227
Inserting a Scanned Page after the Current Page................ 228
Appending a Scanned Page to a Document........................ 228
Integrating QuickScan Pro with ApplicationXtender............... 229
Creating QuickScan Pro Export Profiles in Document 
Manager.................................................................................... 229
Exporting QuickScan Pro Documents to 
ApplicationXtender................................................................. 230
Creating Profiles in QuickScan Pro....................................... 232
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Contents
Chapter 5
Retrieving Documents
Introduction to Document Retrieval............................................ 244
What is a Query?............................................................................. 246
Searching a Single Application..................................................... 248
Entering Index Values as Search Criteria............................. 250
Entering Full-Text Values as Search Criteria........................ 260
Combination (Index and Full-Text) Queries........................ 264
Searching Multiple Applications.................................................. 265
Creating a New Cross Application Query........................... 265
Performing a Cross Application Query................................ 270
Modifying a Cross Application Query................................. 273
Displaying Documents from the Result Set............................... 275
Displaying AppXtender Documents..................................... 276
Selecting a Document Display Mode.................................... 280
Displaying AppXtender Reports Mgmt Reports................. 288
Viewing Full-Text Search Results........................................... 293
Viewing Documents from Unknown Data Sources............ 295
Viewing Documents from a Volume..................................... 297
Document Text Searches................................................................. 298
Text Search from the Document Display View.................... 298
Text Search from the Result Set.............................................. 300
Special Search Characters....................................................... 301
Managing Queries........................................................................... 303
Saving a Query......................................................................... 303
Running a Query...................................................................... 304
Editing a Query........................................................................ 304
Making a Query Public or Private......................................... 305
Renaming a Saved Query....................................................... 306
Deleting a Query...................................................................... 306
Chapter 6
Viewing Documents
Introduction to Viewing Documents............................................ 308
Selecting Pages to View within a Document............................... 309
Next, Previous, and Go To Page............................................ 309
Viewing Thumbnails............................................................... 310
Viewing Versions of a Page..................................................... 313
Viewing Subpages.................................................................... 314
Viewing Multiple Documents and Pages.................................... 316
Cascade...................................................................................... 316
Tile.............................................................................................. 316
Split View.................................................................................. 317
Displaying Documents in a Duplicate Window.................. 317
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Contents
Page View Functions Available for Multiple Page Types......... 318
Using Sticky View.................................................................... 318
Using Zoom.............................................................................. 321
Using Rotate............................................................................. 324
Using the Magnifier................................................................ 324
Using Scale-to-Gray................................................................ 326
Using Regions.......................................................................... 326
Viewing Specific Page Types......................................................... 332
Viewing Image Pages.............................................................. 332
Viewing Text Pages.................................................................. 333
Viewing PDF Files................................................................... 338
Viewing Foreign Files............................................................. 338
Viewing OLE Objects.............................................................. 342
Document View Properties........................................................... 344
General Tab............................................................................... 344
Image Tab.................................................................................. 346
Text Tab..................................................................................... 348
OCR Tab.................................................................................... 350
Page Information............................................................................ 353
Chapter 7
Managing Documents
Adding Pages to Documents........................................................ 356
Adding a Page by Scanning................................................... 356
Adding a Page from the Windows Clipboard..................... 356
Adding a Page by Inserting an Object.................................. 359
Adding a Page by Importing a File....................................... 363
Adding a Page by Dragging a File........................................ 364
Adding a Page from the Fax-in Queue................................. 365
Replacing Pages....................................................................... 367
Page Versions........................................................................... 368
Modifying Document Indexes...................................................... 369
Applying Digital Signatures......................................................... 370
Viewing Signature History..................................................... 371
Printing or Faxing Documents and Pages................................... 373
Printing or Faxing Documents.............................................. 374
Printing or Faxing Pages........................................................ 379
Printing or Faxing a Region................................................... 381
Changing AppXtender Printer Fonts................................... 382
E-Mailing Documents and Pages................................................. 383
E-Mailing from the Result Set................................................ 384
E-Mailing Displayed Documents.......................................... 387
E-Mailing Document References........................................... 389
E-Mailing Pages....................................................................... 391
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Contents
Exporting Documents and Pages.................................................. 392
Exporting Displayed Documents.......................................... 392
Exporting Documents from the Result Set........................... 397
Exporting Pages........................................................................ 400
Document and Page OCR.............................................................. 403
Processing a Document Using OCR...................................... 404
Processing a Page Using OCR................................................ 405
Processing a Region Using OCR............................................ 406
Submitting Documents to an OCR Queue........................... 407
OCR Indexing Documents............................................................. 408
Submitting Documents to a Full-text Queue.............................. 411
Submitting from the Result Set.............................................. 412
Submitting a Displayed Document....................................... 413
Submitting Documents/Reports to BI Gateway........................ 415
Submitting Documents to ApplicationXtender Workflow....... 419
Converting Subpages to Pages...................................................... 420
AppXtender Document Properties............................................... 421
Saving the Result Set as a Text File............................................... 424
Checking in and Canceling Changes............................................ 425
Checking in a Document in AppXtender............................. 426
Canceling the Check Out of a Document............................. 427
Deleting Documents, Pages, Versions, and Batches................... 428
Deleting Versions..................................................................... 428
Purging Versions...................................................................... 429
Deleting Pages.......................................................................... 430
Cutting Pages............................................................................ 431
Deleting Documents................................................................ 432
Deleting Batches....................................................................... 433
Chapter 8
Using ODMA With AppXtender Documents
Introduction to ODMA................................................................... 436
ApplicationXtender ODMA Support........................................... 439
Configuring ODMA Support in ApplicationXtender................ 440
Creating New AppXtender Documents through ODMA......... 442
Opening Non-AppXtender Documents with ODMA........ 443
Saving New ODMA Documents to AppXtender................ 445
Entering AppXtender Document Properties....................... 448
Checking a New Document into AppXtender.................... 452
Retrieving AppXtender Documents through ODMA............... 453
Opening an AppXtender Application to Search................. 454
Searching for Documents........................................................ 456
Opening a Document from the Result Set............................ 458
Choosing a Viewing Mode for an AppXtender Document 461
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Contents
Working with Checked Out AppXtender Documents.............. 469
Saving Checked Out AppXtender Documents................... 470
Closing a Checked Out AppXtender Document................ 471
Using Non-AppXtender Documents in ODMA-Compliant 
Applications.................................................................................... 482
Chapter 9
Annotations
Introduction to Annotations......................................................... 484
Annotation Types............................................................................ 486
Saving Annotations........................................................................ 487
Creating Line and Shape Annotations......................................... 488
Configuring Annotation Settings.......................................... 488
Creating a Line or Shape Annotation................................... 492
Creating a Highlight Annotation.......................................... 498
Creating Text Annotations............................................................. 499
Using the Annotation Text Editor......................................... 499
Using the In-place Text Editor............................................... 501
Working with Rubber Stamp Annotations................................. 503
Creating a New Text Rubber Stamp Annotation................ 503
Creating a Text Rubber Stamp Annotation from an 
Existing File.............................................................................. 509
Creating an Image Rubber Stamp Annotation from an 
Existing File.............................................................................. 511
Adding Rubber Stamp Annotations to Pages..................... 512
Overlapping Annotations.............................................................. 515
Assigning an Annotation to an Annotation Group................... 516
Assigning a Default Annotation Group...................................... 517
Showing or Hiding Annotations.................................................. 518
Hiding Annotations When Viewing Documents................ 518
Hiding Annotations When Printing..................................... 520
Hiding Annotations When E-mailing.................................. 521
Hiding Annotations When Exporting.................................. 523
Modifying Annotation Settings.................................................... 525
Selecting Annotations............................................................. 526
Moving Annotations............................................................... 527
Resizing an Annotation.......................................................... 527
Modifying Shape Annotations.............................................. 527
Modifying Text Annotations.................................................. 529
Editing Text Rubber Stamp Annotations............................. 532
Printing Text Annotations............................................................. 535
Removing Annotations.................................................................. 536
Erasing Annotations................................................................ 536
Deleting Annotations.............................................................. 537
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