Kofax Ascent Captur User Manual

Kofax

Capture

Ascent Capture® for IBM ImagePlus/400 WAF

Release Notes

10001954-000

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.

IBM, ImagePlus/400, AS/400, WAF, and Content Manager are registered trademarks of IBM 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

Network Server Components ..............................................................................................................2

Client Workstation Operating System Support ................................................................................2

Administration and Release Workstations – Additional Requirements .......................................3

Source Code ............................................................................................................................................3

Additional Information ................................................................................................................................4

Unsupported Ascent Capture 6.0 and Ascent Capture 7.0 Features .............................................4

Kofax PDF ........................................................................................................................................4

Adobe PDF ......................................................................................................................................4

File Name Retention .......................................................................................................................4

eDocuments .....................................................................................................................................4

SecurityBoost ...................................................................................................................................4

Installation Notes ..........................................................................................................................................5

Setup Tasks .............................................................................................................................................5

Host Code Library Installation .....................................................................................................5

Configure or Validate Profiles ......................................................................................................6

Note on Default Entry in Job Queue Name ................................................................................6

Release Workstation Setup Tasks ........................................................................................................6

Ascent Capture ...............................................................................................................................6

Client Access Setup ........................................................................................................................7

Setting the Workstation ID ..........................................................................................................................9

Setting Up the Release Script ......................................................................................................................9

Release Script Setup ..............................................................................................................................9

Index Storage Tab ................................................................................................................................10

Index Storage ................................................................................................................................10

Storage Properties Tab ........................................................................................................................12

Image Storage ................................................................................................................................12

OCR Full Text Storage .................................................................................................................13

Configuration Tab ...............................................................................................................................14

Host Libraries ................................................................................................................................15

General Settings Tab ...........................................................................................................................16

Server Timing (in seconds) .........................................................................................................16

Releasing Documents .................................................................................................................................17

Ascent Capture Release Workstation ...............................................................................................17

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Contents

Automatic Indexing Processor ..........................................................................................................18

The IBM Reindex Queue .............................................................................................................18

Ending Ascent Release Server Jobs ..........................................................................................................19

Known Problems ........................................................................................................................................20

MO:DCA Documents are Blank ........................................................................................................20

Color and Grayscale MO:DCA Documents .....................................................................................20

Troubleshooting ..........................................................................................................................................21

Release Error Messages ......................................................................................................................21

IBM Host Error Messages ...................................................................................................................23

Appendix A – WAF Default Values .........................................................................................................24

Appendix B – Kofax Technical Support ..................................................................................................25

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Introduction

This document contains the release notes for the Ascent Capture for IBM ImagePlus/400 Workfolder Application Facility (WAF) and the WAF Feature of IBM Content Manager for AS/

400. This version of the Ascent Capture application is used to export document images and index data into IBM’s ImagePlus/400 imaging system.

Please read these release notes carefully as they contain certain information that is not included in the Ascent Capture printed documentation or online help. In addition, you should have a thorough understanding of ImagePlus/400. For more information, refer to your IBM documentation.

Note Hereafter these release notes will refer to the name of the iSeries client components and

WAF client components as simply WAF.

Additional Documentation

These release notes are a supplement to the following:

 Documentation that came with your Ascent Capture product  Ascent Capture Release Notes  Online help provided from any of the Ascent Capture modules

Ascent Capture for IBM ImagePlus/400 WAF Release Notes

For more information on the AS/400, IBM ImagePlus/400 and Client Access, contact your IBM representative or refer to the documentation that came with your IBM 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 Capture for IBM ImagePlus/400 WAF Release Notes

System Requirements

Network Server Components

This Ascent Capture for IBM release script requires the following network server components:

 IBM Client Access/400 or IBM iSeries Access for Windows  TCP/IP  Content Manager for AS/400 V4R1 with WAF Feature, Content Manager for AS/400 V4R3

with WAF Feature, IBM Content Manager for iSeries V5R1 with WAF Feature or IBM Content Manager for iSeries V5.3 with WAF Feature

Note This release script was tested using the IBM Content Manager for iSeries V5R3 with iSeries

Access for Windows V5R3 (SP SI10817). Additional testing was performed using IBM Content Manager for iSeries V5R1 with iSeries Access for Windows V5R1MO (SP SI16135).

The V5R3 patch is available from the Kofax Technical Support Web site that allows this script to release to the WAF component on the IBM Content Manager for iSeries V5R1 or IBM Content Manager for iSeries V5R3. For more information, visit our Kofax Web site at http:// www.kofax.com/products/ascent/release_scripts/.

In the list of release scripts, scroll down to find the entries for IBM | Content Manager WAF (AS/

400).

For prerequisite AS/400 hardware and operating system requirements for these products, refer to the appropriate IBM literature.

Client Workstation Operating System Support

Ascent Capture for IBM release script supports the following client platforms.

 Ascent Capture 5.x supports the following operating systems:

 Windows 2000 Professional  Windows 98  Windows Me  Windows NT 4.0 Server or Workstation with Service Pack 4

 Ascent Capture 6.0 supports the following operating systems:

 Windows 2000 Server with Service Pack 3  Windows 2000 Professional with Service Pack 3  Windows XP Professional with Service Pack 1 or Service Pack 2

 Ascent Capture 7.0 supports the following operating systems:

 Windows 2000 Server with Service Pack 4  Windows 2000 Professional with Service Pack 4  Windows Server 2003 (Standard or Enterprise Edition)  Windows XP Professional with Service Pack 2

Note For a list of supported operating systems for your installed version of Kofax Capture, see

the corresponding Kofax Capture Installation Guide.

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Ascent Capture for IBM ImagePlus/400 WAF Release Notes

Administration and Release Workstations – Additional Requirements

The Ascent Capture Administration and Release workstations must have the following components installed:

 Ascent Capture 5.x, 6.0, 7.x, Kofax Capture 8, or Kofax Capture 9  Microsoft Internet Explorer 6.0 (or higher)  One of the following iSeries Client Access Family for Windows:

 Client Access/400 for Windows NT V3R2M0 (SP SF62608)  Client Access Express for Windows V4R4M0 (SP SF63638)  Client Access Express for Windows V5R1M0 (SP SI08389)  Client iSeries Access for Windows V5R2 (SP SI16135)  Client iSeries Access for Windows V5R3 (SP SI10817)

Note The Release workstations must be configured so that the AS/400 drive letter is assigned to

the file system specified in the WAF system configuration. (This may be “QDLS,” “Root,” “IFS,” or others depending on your system configuration.)

Source Code

The source code for the Ascent Capture for IBM release script is provided and it is located on the Kofax Web site at www.kofax.com. The source code can be opened, edited, and compiled in Visual Basic 6.0 with Service Pack 5. To use the modified release script, you must replace the Ascent Capture for IBM release script WAFRel.dll with the modified version on the client workstation.

Refer to the documentation that came with your IBM product and Visual Basic documentation for assistance.

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Ascent Capture for IBM ImagePlus/400 WAF Release Notes

Additional Information

This section contains additional information about the Ascent Capture for IBM release script.

Unsupported Ascent Capture 6.0 and Ascent Capture 7.0 Features

Kofax PDF

The Ascent Capture for IBM release script does not support releasing images in Kofax PDF format. Therefore, if you add the Kofax PDF Generator to your applicable document class/batch class and enable Kofax PDF generation in Ascent Capture, you will not be able to release in the Kofax PDF image format.

Adobe PDF

The Ascent Capture for IBM release script does not support releasing images in Adobe PDF format.

File Name Retention

The Ascent Capture for IBM release script does not support file name retention. This means that if you enable this option, the original imported file name will not be retained and the default numeric name will be used.

eDocuments

The Ascent Capture for IBM release script does not support eDocuments. This means you cannot release non-image files other than OCR Full Text.

SecurityBoost

The Ascent Capture for IBM release script does not support the Ascent Capture SecurityBoost feature. The SecurityBoost feature allows you to enhance Ascent Capture security for systems using Windows XP and Windows 2000.

If the SecurityBoost feature is enabled for Ascent Capture on your Microsoft Windows workstation, you will receive the following error message:

75 Path/File access error.

You will need to bypass this feature. Use the following procedure to bypass the SecurityBoost feature.

X To bypass the SecurityBoost feature

1 From the Windows taskbar, select Start | Run. 2 In the text box, enter release.exe /NoBoost (for example, “C:\Program

Files\Ascent\Bin\release.exe”/NoBoost).

3 Click OK.

Refer to your Ascent Capture Help for more information about the SecurityBoost feature.

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Installation Notes

Read the following sections before you start your installation.

Setup Tasks

A host code library containing interface software must be installed and configured on the IBM system. This will allow the Ascent Capture workstations that are running this release script to communicate with the IBM system. The host code library is available from the Kofax Technical Support Web site.

Host Code Library Installation

X To install from the Technical Support Web site

1 Download the Ascent Capture for IBM release script from the Kofax Technical Support

Web site. The file that downloads is a self-extracting executable that contains the release script files.

2 Copy KFXLIB40.SAVF to the Windows directory or WINNT directory on your Release

workstation.

Ascent Capture for IBM ImagePlus/400 WAF Release Notes

3 Type “FTP <IBM IP address>” and press Enter. 4 Enter the username and password for the IBM administrator (QSECOFR is

recommended).

5 Type “binary” and press Enter. 6 Type “QUOTE SITE NAMEFMT 1” and press enter (Notice that there is a space between

NAMEFMT and 1).

7 Type “put KFXLIB40.SAVF” and press Enter. 8 Once the success message is displayed, type “Quit” and press Enter. 9 From the IBM command prompt, type “RSTLIB” and press Enter. 10 Use the following parameters:

a Library: KFXLIB40 b Type: *SAVE c Save File: KFXLIB40 d Library: QGPL

If desired, you can change the name of the host code library during the restore procedure by using the RSTLIB parameter of the RSTLIB command. All references to the library in this document assume the name KFXLIB40.

Note The name of the host code library must match the name specified in the Host Code

parameter in the Configuration tab on the Ascent Capture – ImagePlus WAF/400 Release Setup dialog box (discussed later in this document). If you change the name of the library during installation, the Host Code library parameter on the Configuration tab must also be changed to match.

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