Introduction

Overview

IntelliTrainer is one of the components of IntelliBuddies. You can use IntelliTrainer to create document processing models from document templates. The trained document processing models can then be used as part of our process automation so that our Buddies can automatically recognize and extract data from the documents.

IntelliTrainer uses OCR Engine to extract text from images while being trained to generate a document processing model. Currently, only Tesseract OCR Engine is supported, and it comes ready to use without the need to install it.

Signing into Control Room

Invoking IntelliTrainer will pop a sign-in dialog requesting the Control Room connection details. Sign-in dialog provides fields for entering Tenant Name, User Name, and Password.

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Using your system credentials, you can use the Windows button to sign in to the Control Room using Single Sign-On (SSO). This is allowed if the Control Room is configured to authenticate users using Microsoft Active Directory.

You can register to the Control Room using either Basic or LDAP Authentication by providing the following details. Ensure the user has a license to use IntelliTrainer.

The sign-in feature provides an option to connect Control Room, Process Designer, and Buddies using the user's account. This will help to simplify the process and offer better sync across the platform.

This will make the user's account the main link between IntelliBuddies components, removing the dependency of using a machine or license key while deploying client tools on the system and connecting it to the Control Room. This also enables floating licenses of client tools and provides more flexibility to the Organization in handling Process Designer and Buddy deployments.

Field	Description
Sign in	Specify your Control Room URL
Tenant Name	Specify your tenant name. The system will default to the default tenant if not specified.
User Name	Specify the Control Room login user name
Password	Specify the password to login

Once IntelliTrainer successfully connects to the Control Room, the license is validated, ensuring that the logged-in user has the right to use IntelliTrainer.

User Interface

IntelliTrainer contains multiple panels for easier access to specific functionalities. These panels can be docked, act as floating windows or auto-hide options can be enabled from the list of options.

Sl#	Name	Description
1	Ribbon Tabs	These tabs provide access to the three functional areas of IntelliTrainer. File: Get access to the backstage view to open an existing or create a new document training model. Project: Build your current document training model project. Batch: Manage your current document training model from here.
2	Ribbon Menu	Get access to various functionalities provided based on the Ribbon tab selected
3	Quick Access Toolbar	Provides quick access to perform following operations: Open: Open an existing document training model project Save: Save the current document training model project
4	Batch Panel	This panel lists all the document templates used for this document training model project. This panel lists the document training model project entities in a tree view. The root nodes represent different document templates used to train your current document training model project. 4A: Expanding the root node of your project will list all the pages of the corresponding document template used for training. 4B: Expanding the page nodes will list all the regions of the current page selected for training. 4C: Expanding the regions will list all the fields trained under this region to extract specific metadata from this document.
5	Properties Panel	View and configure properties of the entity selected inside Batch Panel
6	Image Toolbar	Use the options in the Image toolbar to select, highlight, zoom in/out, and resize to 100% the desired region or field in the image.
7	Error Panel	View all errors thrown by the IntelliTrainer when validating the project.
8	Image Panel	View the selected document page template here. The selected region or the field will be highlighted.

Image Toolbar

Use the options in this toolbar to select, highlight, zoom in/out, and resize to 100% the desired region or field in the image.

Options	Function	Description
Resize		Click this option to resize the image to 100%
Zoom In/Out		Click the zoom in/out button to zoom in or out of the image.
Select All		Click this option to select the entire image.
Clear All		Click this option to clear all selections.
Rotate Clockwise/CounterClockwise		Click this option to rotate the image clockwise or counterclockwise.