Installation

ELO Dropzone is a core part of the client and as such it is installed automatically together with the ELO Java Client and ELOoffice.

Start

ELO Dropzone is started in different ways depending on the client.

Starting Dropzone with the ELO Java Client

After installation, shortcuts to ELO Dropzone and the ELO Java Client are placed on the desktop.

1. Double-click the ELO Dropzone icon.

The ELO Java Client logon dialog box opens.

2. Log on with your user name.

ELO Dropzone and the ELO Java Client open.

Start-up with ELOoffice

After installation, a shortcut to ELOoffice is placed on the desktop.

ELO Dropzone starts automatically with ELOoffice.

Disable: You can disable ELO Dropzone in the configuration.

ELO menu > Configuration > General > Additional modules.

Uncheck the box next to ELO Dropzone.

ELO Dropzone will no longer start automatically when you open the client.

Program interface

Example ELO Dropzone program interface with display groups and tiles.

Collapse/expand

You can expand or collapse ELO Dropzone by clicking the header with the ELO Dropzone text. ELO Dropzone docks above the taskbar after you minimize it.

Display groups

The ELO Dropzone display groups are located below the input field. Each user can decide which display groups to enable. Click Add in the context menu to select the groups to be displayed from the list of available groups. You can also remove display groups by clicking Delete.

Buttons

The status bar at the bottom shows the following information:

1st row on the left: The currently active repository

1st row on the right: The logged on user

In addition, you will find the following buttons:

Pencil icon: Edit tiles Switches to edit mode for personal tiles. You open the edit mode for global tiles from the context menu.

Plus icon: Create a new tile

Clock icon: View ELO Dropzone history

History

The history shows the last 20 filing processes initiated by a tile. Click one of these entries to open the corresponding entry in the repository.

New folder in the repository

If you create and save a new tile in ELO Dropzone, the processing instructions are saved to a new repository folder under //Administration//Dropzone. This folder is set up automatically in the ELO repository. The information is stored there as text files, which can be exported to other repositories.

Context menu

Edit mode for personal tiles: Switches to the edit mode for personal tiles.

Edit mode for global tiles: Switches to the edit mode for global tiles.

Finish editing: Ends tile editing.

Regular expressions: Switches to the wizard for ELO Dropzone RegEx configuration.

Edit groups: Switch to the configuration for display groups.

System settings: Switches to the Edit system settings dialog box.

Add new tile: Adds a new tile. Depending on whether you select the option Edit mode for personal tiles or Edit mode for global tiles, a personal tile or global tile will be added. You can create up to 18 personal tiles and 18 global tiles.

Load tile from collection: Switch to the Tile collection dialog box. Here, you will find an overview of the tiles shared with other users.

Edit tile: Switches to edit mode for the tile.

Copy tile: Copies a tile and its settings. A new tile is added and the tile configurator opens.

Share tile: Share one of tiles you created with other users. A dialog box opens where you can define the target area for publishing in the tile collection.

Delete tile: Deletes a tile from ELO Dropzone.

Recently filed documents: Shows a list of the last twenty documents filed via ELO Dropzone.

Close ELO Dropzone: Closes ELO Dropzone.

Global and personal tiles

There are global and personal tiles.

Global tile: Created by the administrator. Global tiles can be viewed by all users. These tiles always rank higher in the hierarchy than personal tiles in ELO Dropzone.

Personal tile: Created by the user. Personal tiles can only be viewed by that user. They appear in the hierarchy below the global tiles.

Edit system settings

Open the Edit system settings dialog box from the context menu before creating tiles in ELO Dropzone.

Configure all general settings for all ELO Dropzone tiles here. In the tile configuration, you can make changes to individual tiles at a later point in time.

Use the radio buttons to select whether you want to make personal or system-wide (global) settings.

PDF printer directory: Select the file path for monitoring the PDF printer directory in the PDF printer directory text field. If there are PDF documents in this directory, they are filed based on the specifications of the tiles created in ELO Dropzone. Define the specifications for the individual tiles in the tile configuration.

Move error to: With the Move error to field, you can configure the file path where unrecognized PDF documents in the PDF printer directory are moved to.

Number of pages for full text analysis: Use the value in the Number of pages for full text analysis field to determine the maximum number of pages per document to be analyzed during OCR preprocessing. Analyzes documents in PDF and TIFF format.

Number of tile columns: Set how many tile columns should be displayed. Choose to show the tiles in one, two, or three columns.

Display on monitor: When you have multiple monitors, you can display ELO Dropzone on a monitor other than the primary monitor. If ELO Dropzone is configured on an invalid monitor, it automatically switches back to the primary monitor.

Start minimized: When you enable the Start minimized check box, ELO Dropzone always starts docked onto the taskbar.

Animation while expanding/collapsing: Select the Animation while expanding/collapsing check box to enable an animation when expanding and collapsing ELO Dropzone. If this check box is not selected, the window expands or collapses immediately.

Enable report: When you select the Enable report check box, a report file called ELOdropzone(x).txt is created in the user's temp directory. The directory is located here: C:\Users\<Username>\AppData\Local\Temp.

OCR analysis for TIFF documents: Enable the OCR analysis for TIFF documents option to switch on OCR. Uncheck the box if you do not require OCR and do not want it to affect your system's performance.

Window always on top: Enable the Window always on top check box to keep ELO Dropzone in the foreground. The change will take effect once you restart ELO Dropzone.

Information: Refer to the Administration chapter for information on how you make changes to the configuration via the extra text of the keywording form.

Configure display groups

You can form groups for each work area. This helps you structure ELO Dropzone, as the tiles are spread across different display groups. Areas are defined by the administrator. Individual users can dynamically determine which groups they'd like to see. It is also possible to move individual tiles between work areas. You can also access the database directly via the individual display groups. Information from the selected database can then be used for the keywording. If you have created custom groups and already defined tiles, you have to explicitly add the existing tiles to your groups. The first display group should always be called Start. All tiles that are not assigned to a display group are automatically added to the Start group. As no database query is necessary in the Start display group, you can leave the other fields blank.

Open the Configure display groups dialog box from the ELO Dropzone context menu. Click Edit groups.

The Configure display groups dialog box opens.

On the left, you can see the display groups created up to now.

Plus icon: Add a new display group.

Delete icon: Delete a display group selected on the left.

Name: Enter a name for the display group.

Icon: To change the icon for the display group, click the gray tile icon.

Color: Click the color square to change the color of the display group.

Database: To connect to an external database, the database has to be configured on the ELO Indexserver (ELOix). This configuration in ELOix has a name, which has to be specified here. If you use the same database as ELO, you can leave the field blank and do not have to configure anything for ELOix.

Information: Please read the ELO Indexserver Programming Guide for more information. The Access to external databases chapter describes in detail how to set up a database connection pool on the application server.

SQL query: Formulate an SQL query in this field. In the example above (see figure), the Microsoft sample database (Northwind) is accessed. You should know what tables and column names exist in the selected SQL database. Select the columns you want to use as variables in the return. You can prepare and test the SQL query in a tool of your choice, for example SQL Server Management Studio. Once the query returns the desired results in the tool, you can replace the query text with a placeholder for user input. This placeholder is: {{P1}}.

Filter field beside SQL query: If the database query works properly, you can test the SQL statement via this filter field. The first selected data set is entered to the Return table. This allows you to configure the return step by step. You can define an identifier for the return for each selected data set.

Return: Define the variable in the the Identifier column per number. In the Identifier column, double-click the field you'd like to change. Complete your entry by pressing the ENTER key. If you click elsewhere, your input will be discarded. With the arrow keys, you can navigate between fields and activate the desired field by pressing the ENTER key in order to edit it. You can transform any columns of the database into variables. Ideally, you can configure the variables using the filter field (see above). Choose variable names that clearly indicate where the variables come from. The result is a better structured group, helping you to prevent errors in assigning variables to index fields in the tile definition.

Display: Configure what is displayed and how. You can drag the defined variables from the Return field to the desired position in the Display field. You can also enter fixed texts. The test output is shown in the field on the right.

Save: Once you have finished configuring the display group, click Save.

Cancel: The configuration for the selected display group is not saved.

Tile types

You can create four different tile types in ELO Dropzone:

• Filing tile

• Search tile

• Script tile

• Template tile

The configuration for these tile types is described in the following.