Kofax
Capture
Ascent® 7.0 Release Script for
IBM Content Manager for iSeries 5.1-5.3
Release Notes
10001950-000
© 1994 - 2010 Kofax, Inc., 15211 Laguna Canyon Road, Irvine, California 92618, U.S.A. All rights
reserved. Use is subject to license terms.
Third-party software is copyrighted and licensed from Kofax's suppliers. This product includes
software developed by the Apache Software Foundation (http://www.apache.org/).
This product is protected by U.S. Patent No. 6,370,277.
THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX,
INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS
WRITTEN PERMISSION OF KOFAX, INC.
Kofax, the Kofax logo, Ascent Capture, the Ascent Capture logo, and Ascent are trademarks or
registered trademarks of Kofax, Inc. in the U.S. and other countries.
DB2 Content Manager and Content Manager for iSeries are registered trademarks of IBM Corporation.
Microsoft and Windows are registered trademarks of Microsoft Corporation.
All other product names and logos are trade and service marks of their respective companies.
U.S. Government Rights Commercial software. Government users are subject to the Kofax, Inc. standard
license agreement and applicable provisions of the FAR and its supplements.
You agree that you do not intend to and will not, directly or indirectly, export or transmit the Software
or related documentation and technical data to any country to which such export or transmission is
restricted by any applicable U.S. regulation or statute, without the prior written consent, if required, of
the Bureau of Export Administration of the U.S. Department of Commerce, or such other governmental
entity as may have jurisdiction over such export or transmission. You represent and warrant that you
are not located in, under the control of, or a national or resident of any such country.
DOCUMENTATION IS PROVIDED “AS IS” AND ALL EXPRESS OR IMPLIED CONDITIONS,
REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE
DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY
INVALID.
Contents
Introduction ...................................................................................................................................................1
Additional Documentation ..................................................................................................................1
System Requirements ...................................................................................................................................2
DB2 Content Manager for iSeries Server Support ............................................................................2
Client Operating System Support .......................................................................................................2
Administration and Release Workstations – Additional Requirements .......................................2
Source Code ............................................................................................................................................2
Features ..........................................................................................................................................................3
Ascent Capture Value {Document GUID} .........................................................................................3
Workflow / Workbasket Support .......................................................................................................3
Folder Support .......................................................................................................................................3
Rollback Supported ...............................................................................................................................3
SecurityBoost Supported ......................................................................................................................3
Ascent Values / Content Manager Index Classes ............................................................................3
Online Help ............................................................................................................................................4
Image Support ........................................................................................................................................4
Kofax PDF Support ........................................................................................................................4
OCR Full Text Support ..................................................................................................................4
eDocument Support .......................................................................................................................4
Custom Content Class Support ...........................................................................................................5
Additional Information ................................................................................................................................6
Unsupported Ascent Capture Features ..............................................................................................6
File Name Retention .......................................................................................................................6
Color OCR ..............................................................................................................................................6
{Index Operator’s Station ID} Ascent Capture Value .......................................................................6
Folder Searching ....................................................................................................................................6
OCR Full Text Options .........................................................................................................................7
Kofax PDF Options ................................................................................................................................8
Installing the Release Script ........................................................................................................................9
Important Note About Installation .....................................................................................................9
Installation Instructions ........................................................................................................................9
Upgrading the Release Script ....................................................................................................................10
Important Note About Upgrading ....................................................................................................10
Upgrade Instructions ..........................................................................................................................10
Application Maintenance ..........................................................................................................................11
Repairing the Release Script ..............................................................................................................11
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Contents
Removing the Release Script ..............................................................................................................12
Logging on to the Release Script ..............................................................................................................13
Setting Up the Release Script ....................................................................................................................16
Document Settings Tab .......................................................................................................................16
Folder Settings Tab .............................................................................................................................17
Image Settings Tab ..............................................................................................................................18
Document Routing Tab .......................................................................................................................19
Publishing a Batch Class ............................................................................................................................20
Releasing Batches ........................................................................................................................................21
Known Problems ........................................................................................................................................22
Problems When Installing on Windows XP ....................................................................................22
Problems When Uninstalling the Release Script .............................................................................22
Releasing Date Fields ..........................................................................................................................22
Index Values With Apostrophes .......................................................................................................22
Client Fails With "-2147417848 Method '~' object '~' failed" Error ...............................................23
Viewing eDocuments with TIFF Images ..........................................................................................23
Releasing Folders With Subfolders ...................................................................................................23
Key Fields .............................................................................................................................................23
Maximum Length for Key Fields ......................................................................................................24
German Environment .........................................................................................................................24
Release Module Freezes ......................................................................................................................24
Table Fields ...........................................................................................................................................24
Appendix A – Permissions ........................................................................................................................25
Release Documents and Folders ........................................................................................................25
Release OCR Full Text Files to Note Log .........................................................................................25
Release to Workbasket ........................................................................................................................26
Release to Workflow ...........................................................................................................................26
Appendix B – Kofax Technical Support .................................................................................................27
iv Kofax, Inc.
Introduction
This document contains the release notes for the Ascent 7.0 Release Script for IBM Content
Manager for iSeries, which supports DB2 Content Manager for iSeries 5.1 and DB2 Content
Manager for iSeries 5.3. This release script copies document images, OCR full text files, PDF
documents, and eDocuments to permanent storage and writes document/index data to your DB2
Content Manager for iSeries system.
Please read these notes carefully as they contain information not included in the Ascent Capture
printed documentation or online help.
Additional Documentation
These release notes are a supplement to the following:
Ascent Capture Advanced Features Guide
Ascent Capture Release Notes
Getting Started with Ascent Capture guide
Installation Guide for Ascent Capture and Ascent Capture Internet Server
Learning Ascent Capture guide
Online help provided from any of the Ascent Capture modules
Online help provided with the Ascent 7.0 Release Script for IBM Content Manager for
iSeries
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
For more information about IBM Content Manager for iSeries, contact your IBM Content Manager
representative or refer to the documentation that came with your IBM DB2 Content Manager for
iSeries product.
Tip For additional information about Kofax products, visit our Web site at www.kofax.com and
go to the Technical Support pages. The Technical Support Web pages provide product-specific
information, such as current revision levels, the latest drivers and software patches, technical tips,
and searchable knowledgebase. In addition, updates to product documentation (if any) are
available from these pages.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
System Requirements
The Ascent 7.0 Release Script for IBM Content Manager for iSeries requires the following
components to be installed prior to installing this release script.
DB2 Content Manager for iSeries Server Support
The Ascent 7.0 Release Script for IBM Content Manager for iSeries requires the following network
server components:
DB2 Content Manager for iSeries V5R1 or DB2 Content Manager for iSeries V5R3
DB2 Content Manager for iSeries supported database
Note This release script was tested using DB2 Content Manager for iSeries V5R3 on the
OS/400 V5R3 platform.
Client Operating System Support
The Ascent 7.0 Release Script for IBM Content Manager for iSeries supports the following client
platforms:
Windows 2000 Professional with Service Pack 4
Windows 2000 Server with Service Pack 4
Windows Server 2003 (Standard or Enterprise Edition)
Windows XP Professional with Service Pack 2
Note At the time of publishing these release notes, the Ascent 7.0 Release Script for IBM Content
Manager for iSeries was certified with the Service Packs listed above.
Administration and Release Workstations – Additional Requirements
The Ascent Capture Administration and Release workstations must have the following
components installed:
Ascent Capture 7.0, Ascent Capture 7.5, Kofax Capture 8, or Kofax Capture 9
DB2 Content Manager for iSeries Client for Windows 5.1
Source Code
The source code for the Ascent 7.0 Release Script for IBM Content Manager for iSeries is provided
and it is located on your Ascent Capture Release Scripts installation CD. The source code can be
opened, edited, and compiled in Visual Basic 6.0 with Service Pack 6. To use the modified release
script, you must replace the IBM Content Manager for iSeries release script CMRel5_v7.dll with
the modified version on the client workstation.
Refer to the documentation that came with your IBM DB2 Content Manager for iSeries product
and Visual Basic documentation for assistance.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Features
This section contains information about features provided with the Ascent 7.0 Release Script for
IBM Content Manager for iSeries.
Ascent Capture Value {Document GUID}
The Ascent Capture Value {Document GUID} is a new value that can be used for index fields and
release values. This Ascent Capture value is a type of document ID that is unique across the
central site and all remote sites that comprise of an Ascent Capture installation. The Document
GUID is the concatenation of the Batch GUID and the document ID number. For example, a Batch
GUID of {D3C58EE2-5627-443b-BBFA-EE7A5790482A} and a document ID of 123 will yield
{D3C58EE2-5627-443b-BBFA-EE7A5790482A} 123 as the Document GUID.
Workflow / Workbasket Support
The Ascent 7.0 Release Script for IBM Content Manager for iSeries provides the users with an
option to specify how a released document will be routed. They can choose to use a DB2 Content
Manager for iSeries workflow or workbasket.
Folder Support
The Ascent 7.0 Release Script for IBM Content Manager for iSeries displays folders from a selected
DB2 Content Manager library server in a hierarchical tree view that provides an easy-to-use
format for choosing the folder to select or create at release setup. The folders you define will be
used for releasing documents into the DB2 Content Manager for iSeries system.
Rollback Supported
The Ascent 7.0 Release Script for IBM Content Manager for iSeries will remove any partially
released documents and folders if an error occurs during release. Rollback will occur when the
next batch is processed and not at the moment of failure. In addition, folders will only be rolled
back when the folders are empty.
SecurityBoost Supported
This release script supports the Ascent Capture SecurityBoost feature. The SecurityBoost feature
allows you to enhance Ascent Capture security for systems using Windows XP and
Windows 2000.
Refer to your Ascent Capture online help for more information about the SecurityBoost feature.
(Ascent Capture online help keyword: SecurityBoost > about).
Ascent Values / Content Manager Index Classes
The release script setup provides an easy-to-use interface for linking Ascent Values to Content
Manager key fields for the document index classes and folder index classes. Examples of Ascent
Values include Ascent Capture Document Index fields, Folder Index fields, Ascent Capture Batch
fields, Ascent Capture Values, and text constants.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Online Help
The Ascent 7.0 Release Script for IBM Content Manager for iSeries online help is installed with
your release script. It is available from the Administration module when you are setting up your
release script. You can click the Help button from the Ascent 7.0 for IBM Content Manager for
iSeries 5.1-5.3 — Release Setup dialog box to display help information about release options.
Image Support
This release script supports releasing the following file formats/compression formats:
Multipage TIFF with Group 4 Compression
Multipage TIFF — Uncompressed Image Format
Single page TIFF with Group 4 Compression
Single page TIFF — Uncompressed Image Format
MO:DCA
JPG — JPEG Compression
PCX — PackBytes Compression
Kofax PDF
Kofax PDF Support
With the Ascent 7.0 Release Script for IBM Content Manager for iSeries, you can release Kofax
PDF documents into your DB2 Content Manager for iSeries system. Kofax PDF is bundled with
Ascent Capture and does not require additional software implementation. Kofax PDF documents
can be saved in the following output types:
PDF Image Only
PDF Image + Text
Refer to Kofax PDF Options on page 8 for more information about Kofax PDF documents.
OCR Full Text Support
With this release script, you can release documents processed through the Ascent Capture OCR
Full Text module into your DB2 Content Manager for iSeries system.
Refer to OCR Full Text Options on page 7 for more information about OCR full text files.
eDocument Support
With the Ascent 7.0 Release Script for IBM Content Manager for iSeries, you do not need to limit
your batches to image files. eDocuments are supported for release into your DB2 Content
Manager for iSeries system. All the documents you want in a batch can now be processed together
regardless of file type.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Custom Content Class Support
Content Manager for iSeries allows you to support custom content classes that define different
types of eDocuments to release. To create unique content classes, you must manually edit the DB2
Content Manager for iSeries server.
X To support custom content classes
1 Find your CMRel5_v7.INI file, located in your release script installation directory of the
Content Manager for iSeries folder. Make a copy of the file for backup purposes, and store
the copy in a safe location.
2 Use any text editor (for example, NotePad) to open the CMRel5_v7.INI file.
3 Add a new line for every content class in the following format:
<extension>=<content class number>
For example:
PDF=5010
where PDF is the document extension and 5010 is the content class number as defined in
the DB2 Content Manager for iSeries server.
Note A carriage return is needed after each new content class.
4 Save the file, and then exit the text editor.
For more information about custom content classes, contact your IBM Content Manager
representative or refer to the documentation that came with your IBM DB2 Content Manager for
iSeries product.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Additional Information
Unsupported Ascent Capture Features
File Name Retention
This release script does not support file name retention. Therefore, if this option is enabled then
the original imported file name will not be retained and the default numeric name will be used.
Tip The Ascent Capture Value “{First Page Original File Name}” allows you to retain the original
file name for the first page of a document. This value can be linked to Content Manager key field
that support Ascent Values. Notice that the Content Manager key field must be able to accept all
the characters that are part of the original file name and must not exceed the defined length or
release may fail.
Color OCR
The Ascent 7.0 Release Script for IBM Content Manager does not support OCR Full text with color
images. This includes both JPG — JPEG Compression and PCX — PackBytes image types. If you
select JPG — JPEG Compression or PCX — PackBytes as your image format during release setup,
the following OCR Full Text Storage options will be disabled on the Image Settings tab:
As MGDS (image stored as base)
As Note Log (image stored as base)
As Base (image discarded)
{Index Operator’s Station ID} Ascent Capture Value
The Ascent Capture Value {Index Operator’s Station ID} has been deprecated, and replaced by
{Validation Operator’s Station ID}. It is strongly recommended that you use {Validation
Operator’s Station ID} instead.
Folder Searching
The Ascent 7.0 Release Script for IBM Content Manager for iSeries will search existing folders
regardless of the key fields specified during release setup. Therefore, if you did not select the
Search check box at release setup, the release script will automatically search on all linked Content
Manager key fields. (SPR 31299)
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
OCR Full Text Options
This release script allows you to select OCR full text options at release setup time. For example,
you can specify that you want to release OCR full text files as part of the image or as the base of a
released document. The OCR Full Text options for the release script are available on the General
Settings tab.
To store OCR full text files in to your DB2 Content Manager for iSeries system, you must also
enable Ascent Capture OCR full text processing in your applicable document class and add the
OCR Full Text queue to your applicable document class/batch class.
X To enable OCR full text processing for a document class
1 From the Create Document Class dialog box or Document Class Properties dialog box,
select the OCR tab.
2 Check the OCR full text check box to enable OCR full text processing for the document
class.
3 Click Apply to save your settings without closing the dialog box. Click OK to save your
settings and close the dialog box.
X To add the OCR Full Text queue to a batch class
1 From the Create Batch Class dialog box or Batch Class Properties dialog box, select the
Queues tab.
2 Select OCR Full Text from the list of Available Queues, and click Add.
3 Click Apply to save your settings without closing the dialog box. Click OK to save your
settings and close the dialog box.
For more information about OCR full text processing, refer to the Getting Started with Ascent
Capture guide.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Kofax PDF Options
To release Kofax PDF documents, you must enable Ascent Capture Kofax PDF generation in your
applicable document class and add the Kofax PDF Generator queue to your applicable batch class.
X To add the Kofax PDF Generator queue to a batch clas s
1 From the Create Batch Class dialog box or Batch Class Properties dialog box, select the
Queues tab.
2 Select Kofax PDF Generator from the list of Available Queues, and click Add.
3 Click Apply to save your settings without closing the dialog box. Click OK to save your
settings and close the dialog box.
X To enable Kofax PDF generation for a document class
1 From the Create Document Class dialog box or Document Class Properties dialog box,
select the General tab.
2 Check the Enable Kofax PDF generation check box to enable Kofax PDF processing for the
document class.
3 Click Apply to save your settings without closing the dialog box. Click OK to save your
settings and close the dialog box.
For more information about the Kofax PDF Generator queue, refer to the Getting Started with
Ascent Capture guide.
8 Kofax, Inc.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Installing the Release Script
You can install the Ascent 7.0 Release Script for IBM Content Manager for iSeries on an Ascent
Capture client workstation or standalone workstation.
Important Note About Installation
To install the Ascent 7.0 Release Script for IBM Content Manager for iSeries, you must have
Windows administrator privileges. If you do not have administrator privileges and install this
release script, you may receive error messages and several of the files may not install correctly.
Warning If you do not have the correct Client Components installed, you will receive a warning
message. The message is "The installation program was unable to find the IBM Content Manager
for iSeries client for Windows on this computer. The release script may not function properly
without this component. Do you want to continue?" Click No to cancel the installation and install
the components. (SPR 31986)
Before you install the Ascent 7.0 Release Script for IBM Content Manager for iSeries, refer to
System Requirements on page 2 for information about installation requirements.
Installation Instructions
X To install the release script
1 Insert your Ascent Capture Release Scripts installation CD into your CD drive.
2 From your Windows task bar, select Start | Run, browse to the IBM\CmiSeries5 folder on
the CD, and run Setup.exe. The installation program will start.
3 Follow the instructions on the screen to install the release script.
4 When the installation is complete, a message will display that indicates the release script
was successfully installed.
Note Installing the release script automatically registers it with Ascent Capture.
5 Repeat this procedure on all Administration and Release workstations that will use the
Content Manager release script.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Upgrading the Release Script
If you are currently using Ascent 6.1 Release Script for IBM Content Manager, you can upgrade to
the Ascent 7.0 Release Script for IBM Content Manager for iSeries, if desired.
Important Note About Upgrading
To upgrade to the Ascent 7.0 Release Script for IBM Content Manager for iSeries you must have
Windows administrator privileges. If you do not have administrator privileges and attempt to
upgrade this release script, you may receive error messages and several of the files may not
upgrade correctly.
Upgrade Instructions
X To upgrade the release script
1 Release any existing batches associated with the release scripts. Refer to Releasing Batches
on page 21 for more information.
2 From the Definitions panel in the Administration module, select the Batch class tab and
right-click the applicable document class associated with the release script. (Expand the
batch class item to select associated document classes.) A context menu will display.
3 From the context menu, select “Release Scripts.” The Release Scripts dialog box will
display.
4 From the Release Scripts dialog box, ensure that the older version of the Content Manager
release script is selected from the list of Assigned Release Scripts (on the right-hand side
of the screen). Then, select the new “IBM Content Manager iSeries 5.1-5.3” release script
from the list of Available Release Scripts (on the left-hand side of the screen).
5 Click Upgrade. If prompted to confirm that you want to upgrade, click Yes.
Once you have upgraded, you should log on to the Ascent 7.0 Release Script for IBM Content
Manager for iSeries and verify that all of the settings are correct.
Before you can use the upgraded release script, you must republish the associated batch class.
Refer to Publishing a Batch Class on page 20 for instructions.
Note It is recommended that you run some sample batches through the system to test the
operation of the release script.
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Application Maintenance
This section describes how to repair and remove the Ascent 7.0 Release Script for IBM Content
Manager for iSeries.
Figure 1. Application Maintenance Dialog Box
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Repairing the Release Script
The repair option replaces missing, renamed, or deleted files.
X To repair the release script
1 Insert your Ascent Capture Release Scripts installation CD into your CD drive.
2 From your Windows task bar, select Start | Run, browse to the IBM\CmiSeries5 folder on
the CD, and run Setup.exe.
3 Setup will detect an existing installation and the Application Maintenance dialog box will
display, as shown in Figure 1.
4 From the Application Maintenance dialog box, select “Repair” and then click Next.
5 Follow the instructions on the screen to repair the release script.
6 When the repair is complete, a message will display that indicates the release script was
successfully installed.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Removing the Release Script
The remove option will delete the release script.
X To remove the release script
1 Insert your Ascent Capture Release Scripts installation CD into your CD drive.
2 From your Windows task bar, select Start | Run, browse to the IBM\CmiSeries5 folder on
the CD, and run Setup.exe.
3 Setup will detect an existing installation and the Application Maintenance dialog box will
display, as shown in Refer to Figure 1 on page 11.
4 From the Application Maintenance dialog box, select “Remove” and then click Next.
5 Follow the instructions on the screen to delete the release script.
6 When the uninstallation is complete, a message will display that indicates the release
script was successfully uninstalled.
Alternatively, you can use Add/Remove Programs utility from the Windows Control Panel to
uninstall the IBM Content Manager for iSeries release script.
Refer to your Microsoft documentation for more information about the Add/Remove Programs
utility.
Note After uninstalling, the Ascent 7.0 Release Script for IBM Content Manager for iSeries will
continue to display in the Release Script Manager, although it will not be functional. To remove
the release script from the list, you must go into every batch class and associated document class,
select the applicable release script from the Assigned Release Scripts list and click Remove. You
must do this for every instance of the IBM Content Manager for iSeries release script. After all
references to the release script are removed, you will be able to delete the Ascent 7.0 Release Script
for IBM Content Manager for iSeries from the Release Script Manager.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Logging on to the Release Script
Once you have associated a document class with a batch class in Ascent Capture, you may specify
the release script to use when releasing your images, OCR full text files, PDF documents,
eDocuments, and index data.
X To log on to the release script
1 Start the Ascent Capture Administration module. The module’s main screen will display.
2 Select the Batch class tab from the Definitions panel, and right-click the applicable
document class. (Expand the batch class item to select associated document classes.) A
context menu will display.
3 From the context menu, select “Release Scripts.” The Release Scripts dialog box will
display.
Figure 2. Release Scripts Dialog Box
4 The Release Scripts dialog box lists all available release scripts. Available release scripts
are those that are registered with Ascent Capture. From the Release Scripts dialog box,
select the “IBM Content Manager iSeries 5.1-5.3” release script and click Add. The Ascent
Capture Content Manager for iSeries Login Information dialog box will display, as shown
in Figure 3 on page 14.
5 Enter your DB2 Content Manager for iSeries user name, password, and the desired DB2
Content Manager library server. The Library Server combo box lists all the available DB2
Content Manager for iSeries library servers. This information will be used to log on to
IBM Content Manager for iSeries.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Figure 3. Ascent Capture Content Manager for iSeries Login Info rma tio n Dialog Box
Note The login information will be saved and used during release.
6 To prompt for a user ID and password if the release script is not able to log on to IBM
Content Manager for iSeries at release time, select the “If unable to log in during release,
prompt for valid login information” check box.
If selected and there is a problem logging on to the IBM Content Manager for iSeries
release script, the Ascent Capture Content Manager for iSeries Login Information
dialog box will appear during release. The user may then enter valid login data and
click OK. However, if the user clicks Cancel, the release will fail and the batch will be
routed to the Ascent Capture Quality Control queue.
If not selected and problems occur when logging on to the IBM Content Manager for
iSeries release script, the Ascent Capture Content Manager for iSeries Login
information will not display during release. Release will fail and the batch will be
routed to the Ascent Capture Quality Control queue.
Note Do not select this feature if you plan to run the Ascent Capture Release module as a
service or if you plan to run the Release module during off-hours. The Ascent Capture
Content Manager for iSeries Login Information dialog box requires a user response,
which interferes with the automated nature of running the Release module as a service or
without operator attention.
7 Click OK. The Ascent 7.0 for IBM Content Manager for iSeries 5.1-5.3 — Release Setup
dialog box will display, as shown in Figure 4 on page 15.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Figure 4. Ascent 7.0 for IBM Content Manager for iSeries 5.1-5.3 — Release Setup Dialog Box
8 Refer to the next section, Setting Up the Release Script, for information about the set up
options.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Setting Up the Release Script
The following sections describe the setup options available with the Ascent 7.0 Release Script for
IBM Content Manager for iSeries.
Note For more details about the setup options, refer to the online help available from the
Ascent 7.0 for IBM Content Manager for iSeries 5.1-5.3 — Release Setup dialog box.
Document Settings Tab
This tab allows you to select from a list of available Content Manager index classes for documents
to be released. It also allows you to link Ascent Values, Document Index fields, Folder Index
fields, Batch fields, and text constants to index class key fields.
Figure 5. Document Settings Tab
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Folder Settings Tab
This tab allows you to specify the folder structure for releasing documents in Content Manager. If
not specified, the documents will release to the root of the DB2 Content Manager library server. In
addition, you must specify a Content Manager index class for each folder in the folder hierarchy
using Ascent Values, Document Index fields, Folder Index fields, Batch fields, and text
constants.
Figure 6. Folder Settings Tab
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Image Settings Tab
This tab allows you to specify the desired image format for releasing your images. This tab also
allows you to specify whether to skip the first page of each document and select an OCR full text
storage option.
Figure 7. Image Settings Tab
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Document Routing Tab
This tab allows you to route released documents to a specified DB2 Content Manager for iSeries
workflow or workbasket.
Figure 8. Document Routing Tab
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Publishing a Batch Class
After you select all your batch class settings, you must publish your batch class before you can use
it. The publishing process checks the integrity of the settings in your batch class, and makes the
batch class available for use. If problems are found with any of the settings, error and warning
messages will display along with the recommended actions for fixing the problems.
If you ever decide to edit your batch class, you must publish your batch class again before your
changes can be used. Your changes will not be applied to batches created before the new
publication date.
X To publish a batch class
1 Start the Ascent Capture Administration module. The module’s main screen will display.
2 Select the Batch class tab from the Definitions panel, and right-click the applicable batch
class. A context menu will display.
3 From the context menu, select “Publish.” The Publish dialog box will display.
4 From the Publish dialog box, select your batch class and click Publish. Ascent Capture
will check all of your batch class settings and display the results in the Results box.
a If no problems are detected, the message “Publishing successful” will display.
b If problems are detected, warning/error messages will display along with the
recommended actions to resolve the problems. Perform the recommended actions, and
then try to publish the batch class again.
5 Run some sample batches through the system to test the operation of the release script.
After successfully publishing, you can create batches based on your batch class. As your batches
flow through your Ascent Capture system, they will be routed from queue to queue. The queues
that are used to process a batch, and the order that processing occurs, are specified as part of the
batch class definition for the batch.
For more information about batch classes, see the Ascent Capture online help (Ascent Capture
online help keyword: Batch classes > about).
20 Kofax, Inc.
Releasing Batches
With the Ascent 7.0 Release Script for IBM Content Manager for iSeries, the Ascent Capture
Release module will process batches based on the settings of the associated batch classes. The
Release module is responsible for releasing documents, as well as index data using the attributes
defined during release setup.
The Ascent Capture Release module usually runs as an unattended module on a Windows
workstation, periodically polling the Release module for available batches. The Release module
may be configured to run during off-hours to avoid any impact to the throughput of Ascent
Capture and/or the network system. To start the Release module, select Start | Programs |
Ascent Capture | Release. All batches queued for release will be released after initiation of the
Release module.
Note Refer to your Ascent Capture online help for more information about configuring the
Release module (Ascent Capture online help keyword: Release module > about). You can display
Ascent Capture online help from the Help menu available from any Ascent Capture module.
Alternatively, you can click Start | Programs | Ascent Capture | Ascent Capture Help.
When Ascent Capture processes the batch, Content Manager documents are created using the key
fields defined during release setup.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
X To release a batch
1 Start the Ascent Capture Release module. The module’s main screen will display. Any
batches waiting to be released will be processed.
Note If the “If unable to log in during release, prompt for valid login information” check
box was checked on the Ascent Capture Content Manager for iSeries Login Information
dialog box during the release script setup, the Ascent Capture Content Manager for
iSeries Login dialog box will appear the first time you open the Release module. Enter
your user name and password and click OK. If you click Cancel, the release script will use
the user ID and password that was entered during release script setup.
2 Once your batch is released, it will be removed from Ascent Capture. If any documents or
pages are rejected, the batch will be routed to the Ascent Capture Quality Control queue.
If successful, each document’s item ID number will display in the Release module event
log.
3 When you want to exit the Release module, select Batch | Exit from the Release module’s
menu bar.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Known Problems
This section contains information about known problems with the Ascent 7.0 Release Script for
IBM Content Manager for iSeries.
Problems When Installing on Windows XP
If you are installing the Ascent 7.0 Release Script for IBM Content Manager for iSeries on a
Windows XP Professional workstation and you specify a mapped drive, you will receive the
following error message. (SPR 31250)
Error 1904. Module <mapped drive> failed to register. HRESULT -2147467259. Contact
your support personnel.
Workaround: The error message is incorrect and can simply be ignored. Click the Ignore button
and the release script will successfully install and register the release script.
If you click the Abort button, the installation will end. If you click the Retry button, you will
receive the above error message again.
Problems When Uninstalling the Release Script
If you click the Cancel button while you are uninstalling the release script, all the release script
original files will remain properly installed on the system. However, depending on the point
during the uninstallation that the Cancel button is clicked, the release script may be un-registered.
In such a case, once you attempt to login to the release script, login will fail. (SPR 31221)
Workaround: If this problem occurs, run Repair. Refer to Repairing the Release Script on page 11
for more information. Alternatively, you can re-register the release script in the Release Script
Manager.
Releasing Date Fields
When releasing Date fields for text constants, you must make certain that you specify the date
format as YY/MM/DD, where YY is the year, MM is the month, and DD is the day of the month. If
you enter a different format, the release setup will not notice that you entered an invalid format
for a text constant and will allow you to save your settings. The Content Manager release script is
not able to validate the Date fields at release when an invalid format is used. The documents will
release successfully.
Workaround: You can write a custom validation script that checks the date format when batches
are processed with the Validation module, and adjust the format as necessary.
Index Values With Apostrophes
If you use an Ascent Capture Index value that contains an apostrophe (') for a folder, you will
receive the following error message at release. (SPR 17622)
DGL0394A: Error in ::SimLibSearch [FRN=6297, ExtRC=0] (STATE) : 0]
Workaround: Edit the Index value to remove the apostrophe.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Client Fails With "-2147417848 Method '~' object '~' failed" Error
You may receive an error if you attempt to release a folder when some index class key fields have
at least one space or number, and is 21 characters in length or greater. The error only appears
when the key field is part of the folder's properties. (SPR 28658)
Workaround: To avoid this problem, make sure the index class is part of the document's
properties and not the folder's properties. In addition, make sure that the index class is 20
characters in length or less.
Viewing eDocuments with TIFF Images
If you attempt to view a document that contains eDocuments and TIFF images in the Content
Manager viewer, you will only be able to see the first text file. The viewer will not allow you to
browse or view the remaining files. This is because Content Manager imports the text files with a
Content Class. (SPR 29477)
Workaround: To view the remaining text and/or image files, you will need to export the
document.
Releasing Folders With Subfolders
If you attempt to create a new subfolder to an existing folder structure (that composes of an
existing subfolder and the subfolder contains an existing folder), release will fail. The folder
structure would look like the following in this unique case. (SPR 28785)
Folder1 (existing)
Subfolder2 (existing)
Subfolder3 (existing)
Subfolder2b (new)
Release will fail with the following error message:
Failed to create Document. Folder creation failed.
One of the following cases would apply for the new subfolder to release successfully:
The entire folder hierarchy is new.
The existing root level folder contains no existing subfolders.
The existing root level folder contains one or more existing subfolders and those
subfolders do not contain folder(s).
Workaround: Manually create the subfolder.
Key Fields
If the content of a key field is linked to an Ascent Capture Index field or Batch field that is left
blank at release, the release script will find the first matching folder based on the other key fields
that actually contain data. (SPR 29113)
Workaround: Edit the key field and make sure the Ascent Capture Index fields or Batch fields are
not left blank.
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Maximum Length for Key Fields
You cannot release folders when the key field value exceeds the maximum length. The maximum
length for a key field value is 40 characters. (SPR 28562)
Cannot create document. Document creation failed.
Workaround: Make sure that the key field value does not exceed 40 characters.
German Environment
Due to a limitation with the release script in a German environment, you will not be able to
directly view a workflow on the Document Routing tab. Therefore, you will not be able to route
your released documents to a workflow. However, you can route your released documents to a
workbasket. (SPR 32096)
Workaround: Use the DB2 Content Manager for iSeries workbasket to route your released
documents.
Release Module Freezes
If your batch contains an error and you release, the Ascent Capture Release module may freeze.
Notice that this is a rare circumstance and usually happens when creating new folders, and
releasing a batch that contains an error. (SPR 32082)
Workaround: If the Ascent Capture Release module freezes during release, you will need to do
the following:
1 Use the Task Manager to end the Ascent Capture Release module process.
2 Start the Ascent Capture Batch Manager module and rollback the batch.
3 Process your batch again to release it.
Table Fields
You cannot use table fields with multiple rows for integer key field types. If you attempt to add
another row to your table field, release will fail with the following error message. (SPR 00016138)
Cannot create document. Document creation failed.
Workaround: Use only one value in the table fields.
24 Kofax, Inc.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Appendix A – Permissions
This section identifies the required permission sets. If the user does not have the appropriate
permissions assigned, release will fail and the batch will be routed to the Ascent Capture Quality
Control queue.
Warning Documents and/or folders cannot be rolled back until the next batch is processed.
However, if a user attempts to release the next batch and does not have the appropriate
permissions, then rollback will not occur. No error messages will be generated.
Release Documents and Folders
The following user permissions are required to release documents and define the structure of the
folders in the DB2 Content Manager for iSeries system.
Table 1. Release Documents and Folders Permissions
Option Required Value Required
Common Folder and Document Create Yes
Common Folder and Document Delete Yes
Common Folder and Document Index Update Key Fields
Folder Table of Contents Remove Item
Document Table of Contents Read
Release OCR Full Text Files to Note Log
The following user permissions are required to store the OCR full text files in a Content Manager
Note Log.
Table 2. Release OCR Full Text Files to Note Log Permissions
Option Required Value Required
Common Folder and Document Create Yes
Common Folder and Document Delete Yes
Common Folder and Document Index Update Key Fields
Folder Table of Contents Remove Item
Document Table of Contents Read
Note Log Add Note
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Release to Workbasket
The following user permissions are required to route a released document to a workbasket.
Table 3. Release to Workbasket Permissions
Option Required Value Required
Common Folder and Document Create Yes
Common Folder and Document Delete Yes
Common Folder and Document Index Update Key Fields
Folder Table of Contents Remove Item
Document Table of Contents Read
Workbasket Privileges Add Yes
Release to Workflow
The following user permissions are required to release documents to an existing workflow.
Table 4. Release to Workflow Permissions
Option Required Value Required
Common Folder and Document Create Yes
Common Folder and Document Delete Yes
Common Folder and Document Index Update Key Fields
Folder Table of Contents Remove Item
Document Table of Contents Read
Workbasket Privileges Add Yes
Workflow Privileges Add Yes
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
Appendix B – Kofax Technical Support
For additional technical information about Kofax products, visit the Kofax Web site at
www.kofax.com and select an appropriate option from the Support menu. The Kofax Support
pages provide product-specific information, such as current revision levels, the latest drivers and
software patches, online documentation and user manuals, updates to product release notes (if
any), technical tips, and an extensive searchable knowledgebase.
The Kofax Web site also contains information that describes support options for Kofax products.
Please review the site for details about the available support options.
If you are a certified representative from an authorized company, and need to contact Kofax
Technical Support, please have the following information available:
Ascent Capture software version
Ascent IBM Content Manager for iSeries release script version
Operating system and Service Pack version
Network and client configuration
Copies of your error log files
Information about your release script
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Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes
28 Kofax, Inc.
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