Background

Symphony OCR honors the Worldox security model, so it will only be able to process documents that are fully accessible by the Worldox user that Symphony runs as.

If users want documents that have been restricted in Worldox to be OCRed, they must configure Worldox's security features to allow Symphony to modify the document.

If you do not do this configuration, documents will be placed on the Inaccessible list and will not be OCRed.

Configuration for Ethical Walls

In the ethical wall configuration, be sure that you have added the Symphony Worldox user (usually 000000) to the users list for the ethical wall, and that you have configured that user to have full access to documents covered by the ethical wall.

Configuration for Security Classifications

When users classify individual documents, they need to make sure that they include the Symphony Worldox user (usually 000000) in the classification and give full access to that user.   To make this easier, we suggest creating the following two security classifications (this is done from WDAdmin, Security->Classifications):

• <Private - Symphony documents>
• <Read Only - Symphony documents>

First, create the <Private - Symphony documents> classification:

1. WDAdmin, Security->Classifications
2. Click New
3. Ensure that the <Everyone Else> group has NO rights assigned   (this is the default)
4. Click Add User
5. Choose the Symphony Worldox user (usually 000000)
6. Ensure that the Symphony Worldox user has full rights
7. Click OK
8. You will be prompted for a classification name and Who Sees It
9. Set the name to:   <Private - Symphony documents>
10. Set the Who sees it to: Everyone
11. Click OK

Now create the <Read Only - Symphony documents> classification:

1. WDAdmin, Security->Classifications
2. Click New
3. Configure the <Everyone Else> group so it has Find and Read rights assigned
4. Click Add User
5. Choose the Symphony Worldox user (usually 000000)
6. Ensure that the Symphony Worldox user has full rights
7. Click OK
8. You will be prompted for a classification name and Who Sees It
9. Set the name to:   <Read Only - Symphony documents>
10. Set the Who sees it to: Everyone
11. Click OK

If you already have documents in the Inaccessible list, after making classification changes you will need to click Re-Analyze All to make those documents available for processing.