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Treeno File Monitor: Installation and Configuration Guide

3. Provide the following information in the main area of the wizard:

Field/Button

Description

Barcode Detection and

Splitting

When selected, the File Monitor will use Treeno-generated

barcodes to route your scanned documents to the appropriate

location in Treeno. Files placed in the Scan folder will be

converted to TIFF format before being uploaded to Treeno, and

multiple-page documents will be split into individual TIFF files.

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Treeno File Monitor: Installation and Configuration Guide

Field/Button

Description

Upload as PDF Files

By default, the File Monitor converts files in the Scan folder as

single-page TIFFs. However, if you do not want to convert the

format of your PDF files, you can override this setting by

selecting the Upload as PDF Files check box. Because

splitting applies only to multiple-page TIFF files, multiple-page

PDF files are not split into individual files.

Note: Redaction and overlays can be applied to single-page

TIFFs only.

Monitored Folder

The default monitored folder is C:\Treeno\Scan. This folder is

created automatically when you save your File Monitor

configuration. For more information about the Scan folder, see

page 4.

You can click the Browse button to select a different monitored

folder; however, this folder must be located on the local

computer where the File Monitor is installed. Shared

network folders are not supported. If necessary, the local

folder can be shared.

Recovery Folder

When the File Monitor encounters a file that is corrupt or that

contains an unrecognizable barcode, that file is sent to the

Recovery folder. The default location of this folder is

C:\Treeno\Recovery. You can select a different folder by

clicking the Browse button. The unprocessed files are sent to

the Treeno inbox of the user displayed in the Department

Administrator field. This inbox should be checked regularly to

ensure that all files are being processed successfully.

The Recovery folder also contains three sub-folders: Archive,

Inboxes, and Process. See page 10 for additional information

on these folders.

Secured Connection

Select if you use an encrypted connection to your Treeno

server (https ://).

Server Name

Enter the IP address or DNS name of your Treeno server.

Administrator

Enter the user name of the department administrator who will

be responsible for handling any errors that occur during the

uploading process. Because unprocessed files are sent to this

individual’s Treeno inbox, it should be checked on a regularly

basis.

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Treeno File Monitor: Installation and Configuration Guide

Field/Button

Description

Password

Enter the password the department administrator uses to log in

to Treeno.

Load button

Click to select the department where the admin’s inbox is

located.

LDAP

Select this check box if the department administrator uses an

LDAP connection to log in to the Treeno server.

Department

If you are the department administrator for multiple

departments, select the department where an inbox will be

monitored for unprocessed files.

Extra Monitors button

Click to open the Extra Barcode Monitors window where you

can create additional watched folders for Treeno File Monitor.

For information on printing barcodes and creating watched

folders, see page 19.

4. Use the General tab to configure your Inbox folders and scanning options:

Field

Description

Set Up Inbox Monitors

Select this check box if you want to create an Inbox folder for

each user in the designated department. These folders are

located under the Recovery folder that is created when you

finish configuring the File Monitor. When you add files to a

user’s Inbox folder, the File Monitor uploads them directly to the

user’s Treeno inbox. See page 5 for additional information

about Inbox folders.

Drop Blank Pages

Select this option to prevent the File Monitor from uploading

blank pages in a scanned document. Specify the minimum file

size to upload. By default, the File Monitor will ignore all files

4K or smaller.

Keep Barcode Page

Select to upload the Treeno barcode sheet that is scanned with

your paper documents.

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Treeno File Monitor: Installation and Configuration Guide

Field

Description

Enable Split on Auto-

Monitored Inboxes

Select this option to split your scanned multiple-page TIFF or

PDF files into individual files before they are uploaded to a

user’s Treeno inbox. Because splitting only applies to TIFFs,

PDFs files are converted to TIFF format before they are split

and uploaded. (The Set Up Inbox Monitors check box must

be selected to enable splitting.) Clear the Enable Split option if

any of the following is true:



You do not want to split your multiple-page documents

into individual files.



You want to retain the PDF format of your scanned

files.



You want the option of dragging files of other formats

(.doc, .xls, .jpg, etc.) to an Inbox folder.

5. Use the Output Options tab to configure color and resolution options for your scanned files. These

configurations should match the settings of your scanning device:

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Treeno File Monitor: Installation and Configuration Guide

Field

Description

Device

Select BlackWhite or Color (includes grayscale) to indicate

how you have scanned your documents. The File Monitor will

upload the files in that format.

Resolution

The default horizontal and vertical resolution is set to 400 dpi. If

you have scanned your documents at a lower resolution (for

example, 200 dpi), leaving the 400 dpi default will allow for

more accurate barcode recognition.

6. Use the Barcode Location tab to configure the location and orientation of your Treeno-generated

barcodes:

Field

Description

Location

Select each position on the printed sheet where the File

Monitor should look for a barcode.

Orientation

Select each direction the File Monitor should read the printed

barcodes.

7. Use the Advanced Settings tab to indicate how often Treeno File Monitor should upload the files in

monitored folders:

Field

Description

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Treeno File Monitor: Installation and Configuration Guide

Field

Description

Scanner Delay

Indicates how long (in seconds) the File Monitor should wait to

upload a file that is placed in the monitored folder by a

scanning device. This prevents the File Monitor from uploading

the file before the scanning device has finished creating it.

Process Interval

Indicates how often (in seconds) the File Monitor should check

a monitored folder for new files.

Process File check box

This check box is selected by default. Do not change this

setting.

8. Click Save.

Treeno File Monitor is now ready to begin processing and uploading files that are placed in your

monitored folders.

Starting and Stopping Treeno File Monitor

As a service, Treeno File Monitor will always be running on the server where it has been installed. The

service automatically starts after you configure the options in the File Monitor Wizard and click Save. To

manually stop the File Monitor, use the standard procedure for stopping Windows services (Start >

Control Panel > Administrative Tools > Services).

To start the File Monitor when it is installed as a desktop application, go to Start > Programs > Treeno

File Monitor > Treeno File Monitor. You will need to restart the File Monitor each time you log in to the

computer where the application is installed. The File Monitor icon is displayed in the system tray

when you start the application.

To manually stop the File Monitor desktop application, right-click the File Monitor icon and click Exit.

To change the File Monitor configuration settings, right-click the File Monitor icon and click Setup.

Use the File Monitor Wizard to make the necessary setting changes.

Viewing Processing Information

Treeno File Monitor processing transactions are viewed in the log window. The information in the log can

be used to identify and troubleshoot unprocessed files. The following information is displayed:



Name and location of each monitored folder



The progress of file splitting and transferring within each folder



Status message for successful uploads



Error messages for unprocessed files due to file size limitations, unreadable barcodes, corrupt

data, etc.

Treeno File Monitor: Installation and Configuration Guide

When you receive an error message in the log window, you can retrieve the unprocessed file from the

Treeno inbox of the designated department administrator (as specified in the File Monitor Wizard). The

file is also placed in the Recovery\Archive folder.

Treeno File Monitor: Installation and Configuration Guide

To view the log window, click the File Monitor icon in the system tray. Clicking the icon again closes

the log window.

Treeno File Monitor: Installation and Configuration Guide

Using Barcodes to Route Documents

Treeno File Monitor provides barcode recognition to route documents directly to a specified inbox, folder,

or workflow in Treeno. Files are routed from the following locations:



Scan folder – Files must be scanned into this folder in PDF or TIFF format. A physical barcode

sheet must be printed and scanned along with the batch of documents that are sent to the Scan

folder. This barcode indicates where the File Monitor should upload the files in Treeno.



Watched folder – Additional monitored—or watched—folders can be created on the system

where the File Monitor is installed. Each of these folders can then be assigned a barcode that

indicates where the File Monitor should route files in Treeno. A physical barcode sheet is not

required. When you create an additional watched folder, you generate a barcode in Treeno and

then copy and paste this unprocessed barcode into the File Monitor Wizard for the “extra monitor”

folder.

Files can be scanned into a watched folder, or they can be dragged and dropped into the folder.

Scanned files must be in PDF or TIFF format. Other files types (for example, .doc, .xls, .jpg) can

be dragged into the folder.

Scan Folder Barcodes

To route files placed in the Scan folder, you can do the following:



Print barcodes to route files to a particular folder, folder tab, or document type.



Print barcodes to route files to a particular workflow.

You print each barcode on a separate sheet of paper and then scan the barcode sheet as the first

document in the batch of documents you are processing. The File Monitor will then upload the files from

the Scan folder to the barcoded location or workflow in Treeno.

Folder, Folder Tab, and Document Type Barcodes

You can print a barcode to a particular folder, folder tab, or document type in Treeno. You must have

access to the barcode destination and have rights to printing barcodes. The Print Barcode

icon is

displayed where the permissions have been granted.

The File Monitor uses this printed barcode to direct PDF and TIFF files in the Scan folder to the

appropriate location in Treeno. Before scanning a batch of documents, you must first scan the barcode

sheet to associate the documents with the barcoded location. The File Monitor then uploads the output

PDF or TIFF files to the appropriate location in Treeno.

Note: When you are scanning documents to a watched folder rather than the Scan folder, you do not

need to print a physical barcode sheet. Instead, you copy and paste the unprocessed barcode into the

File Monitor Wizard (see page 21).

Treeno File Monitor: Installation and Configuration Guide

To print a folder, folder tab, or document type barcode for the Scan folder

1. Navigate to the folder or document type where you want to store scanned documents.

Note: A cabinet must be configured in Document Type View to print barcodes for document types.

2. In the right-hand pane, do one of the following:



To print a barcode to the main folder or the current document type (Document Type View only),

click the Print Barcode

icon.



To print a barcode to a specific tab in the folder (Folder View only), from the Barcode drop-down

list, select the appropriate tab. You can also select Print All Barcodes to print multiple barcodes,

one for each tab in the folder.

The Print dialog box opens.

3. Click Print.

The barcode is sent to your default printer. Before scanning a batch of documents to a monitored

folder, scan this barcode sheet to associate the documents with the barcoded location. The File

Monitor will then upload the PDF or TIFF files to the appropriate location in Treeno.

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abcpdf example c# : Remove pdf metadata software control dll windows azure wpf web forms Treeno%20File%20Monitor%20Guide1-part301