Kofax Ascen 7.0 Release Script User Manual

Kofax

Capture

Ascent® 7.0 Release Script for

IBM Content Manager for iSeries 5.1-5.3

Release Notes

10001950-000

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.

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

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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:

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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