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2.2. Installation Guide
Install Symphony OCR
For a video showing these steps see: Symphony OCR - How to Install
- Download and save the Symphony OCR setup file
- Double-click on the installer executable to run the Installation Wizard
- Accept the default installation location and install to the C:\ drive of the workstation
- Select the appropriate radio button:
- Run as logged-in user
- Run as a Windows Service
- Enter the username
Note: This should be in the DOMAIN\User format - Enter the password for this user
- Enter the username
- Run as logged-in user
- Select "Next"
- Leave the "Start Symphony OCR" checkbox checked
- Select "Finish"
Note to Channel Partners: Installers can be downloaded from the Channel Partner Resource Center - Implementation Resources
Symphony OCR Configuration Wizard
When you launch Symphony OCR for the very first time, you will be prompted to walk through a few quick steps. Follow the steps below to get SOCR up and running.
Note: You do not have to follow the steps provided but it does cover just about everything you need. If you leave the wizard then you may continue configuring manually using the links on the left side panel. See the Configuration Guide for details.
If you are unable to open Symphony OCR, try copying the URL to a different browser, or see this article: Unable to Open Symphony Interface.
Step 1. Enter the License
Paste in your Symphony OCR license and click "Save and Continue".
(See also Licensing)
Step 2. Input Email and Basic Settings
Input an email address and select a notification type (see Notifications for more info)
If you'd like to process TIFF files and/or email attachments then check the appropriate boxes to enable processing (see Basic Settings section in Processor for more info)
Step 3. DMS Integration
Your license dictates what document management system your software can integrate with. You'll need to configure them in order for Symphony OCR to find your documents and begin working. The buttons to "Configure" will take you to the SOCR settings to set it up, while the "Quick Start Guide" buttons will take you to articles with instructions. You can also refer to the links below.
Each document management system that Symphony OCR integrates with has different instructions for configuring. Click on the appropriate chapter links below to configure SOCR for your document management system:
Configuration Guide - NetDocuments
Configuration Guide - ShareFile
Configuration Guide - Open Text
Configuration Guide - Practice Master
Configuration Guide - Microsoft One Drive
Configuration Guide - Google Drive
Test Symphony OCR (optional)
- Save a test PDF image file to a monitored folder in your document management system (a sample PDF image is in C:\Program Files\SymphonyOCR\Sample Images)
- In the Symphony OCR interface, select "Finder" from the configuration side bar
- Click "Refresh"
- Confirm that the contents of the test file are OCRed