Kofax
Capture
Kofax Capture Export Connector
- FileNet Panagon Content Services 5.2-5.5
Release Notes
2011-11-09
Copyright
Copyright © 2005-2011 Kofax Image Products, Inc. All rights reserved. Printed in USA.
The information contained in this document is the property of Kofax Image Products, Inc. Neither
receipt nor possession hereof confers or transfers any right to reproduce or disclose any part of the
contents hereof, without the prior written consent of Kofax Image Products, Inc. No patent liability is
assumed, however, with respect to the use of the information contained herein.
Trademarks
Kofax, the Kofax logo, Ascent, and Ascent Capture are registered trademarks of Kofax Image Products,
Inc.
FileNet Content Services and Panagon IDM Desktop are trademarks of FileNet 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.
Disclaimer
The instructions and descriptions contained in this document were accurate at the time of printing.
However, succeeding products and documents are subject to change without notice. Therefore, Kofax
Image Products, Inc. assumes no liability for damages incurred directly or indirectly from errors,
omissions, or discrepancies between the product and this document.
An attempt has been made to state all allowable values where applicable throughout this document.
Any values or parameters used beyond those stated might have unpredictable results.
Contents
Introduction ...................................................................................................................................................1
Additional Documentation ..................................................................................................................1
System Requirements ...................................................................................................................................2
FileNet Panagon Content Services Server Support ..........................................................................2
Client Operating System Support .......................................................................................................2
Administration and Release Workstations – Additional Requirements .......................................2
Source Code ............................................................................................................................................3
Features ..........................................................................................................................................................4
Ascent Capture Values / Panagon Attributes ...................................................................................4
Ascent Capture Value {Document GUID} .........................................................................................4
Image Support ........................................................................................................................................4
Kofax PDF Support ........................................................................................................................4
Adobe Acrobat Capture PDF Support ........................................................................................5
OCR Full Text Support ..................................................................................................................5
eDocument Support .......................................................................................................................5
Document Storage Support ..................................................................................................................5
Multiple Release Support .....................................................................................................................5
Online Help Available for Release Setup ...........................................................................................5
Additional Information ................................................................................................................................6
Unsupported Ascent Capture Features ..............................................................................................6
SecurityBoost ...................................................................................................................................6
File Name Retention .......................................................................................................................6
Multiple Values ......................................................................................................................................6
Security Rights .......................................................................................................................................7
Multiple Folders With Same Name ....................................................................................................7
{Index Operator’s Station ID} Ascent Capture Value .......................................................................7
OCR Full Text Options .........................................................................................................................7
Kofax PDF Options ................................................................................................................................8
Adobe Acrobat Capture Options ........................................................................................................8
Operating System Requirements for Ascent Capture ...............................................................8
Adobe Acrobat Capture and the Ascent Capture Release Workstation Installations ..........8
Workflow Steps ..............................................................................................................................9
Multipage TIFFs ..............................................................................................................................9
Releasing from Multiple Ascent Capture Standalone Workstations ......................................9
Re-releasing Documents in Error .................................................................................................9
Invalid Watched Folders ...............................................................................................................9
Installing the Release Script ......................................................................................................................10
Kofax Image Products iii
Contents
Important Note About Installation ...................................................................................................10
Installation Instructions ......................................................................................................................10
Upgrading the Release Script ....................................................................................................................10
Important Note About Upgrade .......................................................................................................10
Upgrading From Version 5.0 of the FileNet Content Services Release Script .....................11
Upgrade Instructions ..........................................................................................................................11
Application Maintenance ..........................................................................................................................12
Repairing the Script .............................................................................................................................12
Removing the Release Script ..............................................................................................................13
Logging On to the Release Script .............................................................................................................14
Setting Up the Release Script ....................................................................................................................16
Storage Settings Tab ............................................................................................................................16
Document Settings Tab .......................................................................................................................17
Image Format Tab ................................................................................................................................18
General Settings 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
Multi-value Field Limitations ............................................................................................................22
Using Multi-value Fields with Text Constants ........................................................................22
Using Multi-value Fields with Date/Time, Integer, and IntegerString Data Types ..........22
Length of Text Constants ....................................................................................................................23
Current Logged On Panagon User May Override Release Script User .......................................23
Running the Release Module as a Service ......................................................................................23
Releasing Hidden Files Is Not Supported ........................................................................................23
Releasing Documents with 0 Bytes ...................................................................................................23
Processing OCR Full Text Files and eDocuments ...........................................................................24
Releasing eDocuments and Adobe PDF as Secondary Image .....................................................24
Using Different Operating Systems ..................................................................................................24
Deleting a Folder with the Context Menu Button ..........................................................................24
Kofax Technical Support ............................................................................................................................25
iv Kofax Image Products
Introduction
This document contains the release notes for the Release Script for FileNet Panagon Content
Services, which supports Ascent Capture 7.0 as well as Kofax Capture 8.0, 9.0, and 10.0.
This export connector supports FileNet Content Services 5.2, FileNet Content Services 5.3, FileNet
Content Services 5.4, and FileNet Content Services 5.5. This release script copies document
images, OCR full text files, PDF documents, and eDocuments to permanent storage and writes
index data to a database using the Panagon Desktop Professional application programming
interface (API).
Please read these notes carefully as they contain information not included in the 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 Release Script for FileNet Panagon Content Services
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
For more information about FileNet Content Services or other FileNet products, contact your
FileNet representative or refer to the documentation that came with your FileNet Content Services
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.
Kofax Image Products 1
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
System Requirements
The Release Script for FileNet Panagon Content Services requires the following components to be
installed prior to installing this release script.
FileNet Panagon Content Services Server Support
The Release Script for FileNet Panagon Content Services requires the following network server
components:
• FileNet Panagon Content Services 5.2 with Service Pack 003, FileNet Panagon Content
Services 5.3, FileNet Panagon Content Services 5.4, or FileNet Panagon Content Services
5.5.
• FileNet supported database
Note This release script was tested using FileNet Panagon Content Services 5.2 with Service Pack
003 on SQL Server 2000 with Service Pack 3. Testing was also performed using FileNet Panagon
Content Services 5.3 and FileNet Panagon Content Services 5.4 on Windows 2000 Server with
Service Pack 4. Additional testing was performed using FileNet Panagon Content Services 5.5 Fix
Pack 002 on Windows 2000 Server with Service Pack 4 on SQL Server 2000 with Service Pack 4.
Client Operating System Support
The Release Script for FileNet Panagon Content Services supports the following client client
operating systems:
• 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
• Windows 2008 Enterprise with Service Pack 1 (32-bit)
• Windows 7 Professional with Service Pack 1 (32-bit)
Note At the time of publishing these release notes, the Release Script for FileNet Panagon Content
Services 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 or higher
• Panagon IDM Desktop 3.2a with Patch 007 (IDM Desktop for viewing) or FileNet IDM
Desktop 3.3
• FileNet IDM Desktop 4.0.3
2 Kofax Image Products
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Source Code
he source code for the Release Script for FileNet Panagon Content Services is provided and it is
located on the Ascent Capture Release Script installation CD. The source code can be opened,
edited, and compiled in Visual Basic 6.0 with Service Pack 6.
X To use the modified release script
1 Install the FileNet Content Services release script. Refer to Installing the Release Script on
page 10 for the installation instructions. When you install the FileNet Content Services
release script, you will install the required components referenced in the source code.
2 Open and compile the FileNet Content Services source code in Visual Basic.
3 Copy the CSRel5_v7.dll to the installation directory (for example, C:\Program
Files\Ascent\CAP\FileNet\CSRel5_v7.dll). When you are prompted to replace the
existing file, select “Yes.” You will need to repeat this procedure on each Administration
and Release workstation that will be using the Documentum release script.
Note In order to successfully modify and compile the release script, development must occur on a
workstation with the appropriate versions of Ascent Capture, CAPTools, and the FileNet Content
Services release script previously installed. To use the modified release script, you must replace
the FileNet Content Services release script CSRel5_v7.dll with the modified version on the client
workstation. If you receive an access denied error, you will need to close the Administration
module.
Refer to the documentation that came with your FileNet Content Services product and Visual
Basic documentation for assistance.
Kofax Image Products 3
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Features
This section contains information about features provided with the Release Script for FileNet
Panagon Content Services.
Ascent Capture Values / Panagon Attributes
The Release Script for FileNet Panagon Content Services provides an easy-to-use interface for
linking Ascent Capture Ascent Values to Panagon document attributes and folder attributes.
Examples of Ascent Values include Document Index fields, Folder Index fields, Batch fields,
Ascent Capture Values, and Text Constants. The names of “required" Panagon attributes within a
document class or folder class are marked with an asterisk (*), giving you a visual indicator that
certain fields must be linked.
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. The Ascent Capture Value is a type of document ID that is unique across the
central site and all remote sites that comprise an Ascent Capture installation. This 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.
Image Support
This release script supports the following file formats/compression formats:
• Multipage TIFF with Group 3, Group 3/2D, and Group 4 Compression
• Multipage TIFF with JPEG Compression
• Multipage TIFF — Uncompressed Image Format
•Kofax PDF
•Adobe PDF from TIFF
• Adobe PDF from JPEG
Kofax PDF Support
With the Release Script for FileNet Panagon Content Services, you can release Kofax PDF
documents into your FileNet Content Services 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.
4 Kofax Image Products
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Adobe Acrobat Capture PDF Support
The Release Script for FileNet Panagon Content Services supports releasing Adobe Acrobat
Capture PDF documents into your FileNet Content Services system. The software is provided by
Adobe Acrobat Capture and is not included with the Ascent Capture product. To release Adobe
PDF documents, you must install the Adobe® Acrobat Capture® 3.0 Clustered or Personal
Edition software.
Refer to Adobe Acrobat Capture Options on page 8 for more information about Adobe Acrobat
Capture PDF documents.
OCR Full Text Support
With the Release Script FileNet Panagon Content Services, you can release documents processed
through the Ascent Capture OCR Full Text module into your FileNet Content Services system.
Refer to OCR Full Text Options on page 7 for more information about OCR full text files.
eDocument Support
With the Release Script for FileNet Panagon Content Services, you do not need to limit your
batches to image files with the FileNet Content Services release script. eDocuments are supported
for release into FileNet Content Services.
Document Storage Support
With the FileNet Content Services release script, you can select an existing FileNet Content
Services folder or create new folders for release. You can use Ascent Values to specify the folder
name.
Multiple Release Support
The Ascent Capture multiple release feature allows you to assign multiple release scripts to a
document class, and this release script can be used in conjunction with that feature.
You can also provide a unique name for your release script. This name is used to refer to your
script in the Release Scripts dialog box. The field is not required, but may help you keep track of
your scripts when using the Ascent Capture multiple release feature.
Refer to your Ascent Capture online help for more information about the multiple release feature
(Ascent Capture online help keyword: Multiple release > about).
Online Help Available for Release Setup
The Release Script for FileNet Panagon Content Services 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 Release Script for FileNet Panagon Content Services 5.2-5.4
— Release Setup dialog box to display help information about release options.
Kofax Image Products 5
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Additional Information
This section contains additional information about the Release Script for FileNet Panagon Content
Services.
Unsupported Ascent Capture Features
SecurityBoost
This release script does not support the Ascent Capture SecurityBoost feature. The SecurityBoost
feature allows you to enhance Ascent Capture security for systems using Microsoft Windows XP.
If security is an issue, run the release script on a protected machine. (SPR 00009904)
If the SecurityBoost feature is enabled for Ascent Capture on your Microsoft Windows XP
workstation, you will need to bypass it. 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 online help for more information about the SecurityBoost feature.
(Ascent Capture online help keyword: SecurityBoost > about)
File Name Retention
This release script does not support file name retention. Therefore, 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 Panagon document class
attributes that support Ascent Values. Notice that the Panagon document class attribute type 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.
Multiple Values
This release script supports repeating values, which are properties that contain multiple values.
When entering multiple values for the multi-value field, you must use the comma (,) delimiter
without any spaces between the entries to separate the values (for example, apple, orange, pear).
The comma will not exist in the final name.
Refer to Multi-value Field Limitations on page 22 for information about known problems.
6 Kofax Image Products
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Security Rights
The user specified for the release script must have security permissions to add and delete folders.
Deletion rights are needed to remove release script created folders, OCR full text files, and
secondary images if release fails. To create a special group outside of Administration that has
security to delete folders, do the following:
1 Log on to a FileNet Content Services Library as a System Administrator.
2 Right click on the Library Node to display the Properties Context Menu.
3 Using the Properties tab, locate the “Min Item Delete Access Level” property.
4 Select “Owner.”
Note For more information, refer to the documentation that came with your FileNet Content
Services product.
Multiple Folders With Same Name
If multiple folders with the same name are found during release, the documents will be stored in
the FileNet Content Services folder with the lowest object ID.
{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.
OCR Full Text Options
To release OCR full text files, you must enable Ascent Capture OCR full text processing in your
applicable document class and add the OCR Full Text queue to your applicable 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 Enable 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.
Kofax Image Products 7
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 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 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 PDF 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 creating Kofax PDF documents, refer to the Getting Started with Ascent
Capture guide.
Adobe Acrobat Capture Options
The Release Script for FileNet Panagon Content Services supports Adobe Acrobat Capture. This
section contains information related to using Adobe Acrobat Capture for your Adobe PDF
documents.
For additional details about creating Adobe Acrobat Capture PDF documents, refer to the
documentation that came with your Adobe Acrobat Capture product.
Operating System Requirements for Ascent Capture
If you are using Adobe Acrobat Capture to release Adobe PDF documents, your Ascent Capture
Administration and Release workstations must be running on Windows XP or Windows 2000
computers. Windows 95, Windows 98, and Windows NT are not supported operating systems for
Ascent Capture.
Adobe Acrobat Capture and the Ascent Capture Release Workstation Installations
During the conversion process, communication must occur between Adobe Acrobat Capture and
the Ascent Capture Release module. However, due to timing conflicts, Adobe Acrobat Capture
and Ascent Capture cannot be run at the same time on a workstation. Therefore, Adobe Acrobat
Capture and Ascent Capture must be installed on separate workstations on the same LAN.
8 Kofax Image Products
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Workflow Steps
For complete image conversion for Formatted Text & Graphics or Searchable Image page content,
a basic Adobe Acrobat Capture workflow needs to contain at least four steps, in the following
order:
1 Capture Image
2 Bind Pages
3 Export to PDF
4 Store File (PDF)
For complete image conversion for Image Only page content, the Adobe Acrobat Capture
workflow needs to be called “PDF Image Only” and contain at least three steps, in the following
order:
1 Convert Image to PDF
2 Combine PDFs
3 Store File (PDF)
Note When creating workflows, do not include manual steps such as Quick Fix Page, Review
Document, and Zone Images. If you do, Adobe Acrobat Capture will stop running when it
encounters any of these steps and require manual processing by the user. This kind of workflow is
not suitable for Ascent Capture Release because it disrupts the automated process of releasing
Adobe PDF documents.
Multipage TIFFs
If you are releasing multipage TIFFs, you must use the Split Multipage TIF step in your Adobe
Acrobat Capture workflow.
Releasing from Multiple Ascent Capture Standalone Workstations
If you use multiple Ascent Capture standalone workstations and one Adobe Acrobat Capture hub,
you must create unique Adobe Acrobat Capture “workflows” and “watched folders” for each
Ascent Capture standalone workstation. This is because Adobe Acrobat Capture uses Ascent
Capture document IDs for its document naming scheme. Since standalone Ascent Capture
document IDs may not be unique, the document names could conflict in Adobe Acrobat Capture
and cause the release process to fail.
Re-releasing Documents in Error
If an Adobe Acrobat Capture error occurs during the release process, you must clear your Adobe
Acrobat Capture finished documents and cancel any hung documents before re-releasing the
same documents in Ascent Capture.
Invalid Watched Folders
If you attempt to release documents to an invalid Adobe Acrobat Capture watched folder, the
documents will be rejected. To cancel the release, click Cancel on the Ascent Capture PDF Release
dialog box displayed at the Release workstation. The Cancel button will automatically cancel the
Adobe Acrobat Capture documents.
Kofax Image Products 9
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Installing the Release Script
You can install the Release Script for FileNet Panagon Content Services on an Ascent Capture
client workstation or standalone workstation.
Important Note About Installation
To install the Release Script for FileNet Panagon Content Services 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.
Before you install the Release Script for FileNet Panagon Content Services, refer to System
Requirements on page 2 for information about installation requirements.
Installation Instructions
Use the following instructions to install the Release Script for FileNet Panagon Content Services.
X To install the script
1 Insert your Ascent Capture Release Scripts installation CD into your CD drive.
2 From the Windows task bar, select Start | Run, browse to the FileNet\PanagonCS5 folder
on the CD, and run Setup.exe. The installation program will start.
3 Follow the instructions on your 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
FileNet Content Services release script.
Upgrading the Release Script
If you are currently using version 5.0 of the FileNet Content Services release script or version 6.0 of
the FileNet Content Services release script, you can upgrade to the Release Script for FileNet
Panagon Content Services, if desired. All release setup settings will be retained.
Important Note About Upgrade
To upgrade to the Release Script for FileNet Panagon Content Services you must have Windows
administrator privileges. If you do not have administrator privileges and upgrade this release
script, you may receive error messages and several of the files may not upgrade correctly.
Warning You cannot upgrade from version 4.0 of the FileNet Content Services release script.
Before you install the Release Script for FileNet Panagon Content Services, refer to System
Requirements on page 2 for information about installation requirements.
10 Kofax Image Products
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Upgrading From Version 5.0 of the FileNet Content Services Release Script
We recommend that you upgrade to version 6.0 of the FileNet Content Services release script first.
Then, upgrade to Release Script for FileNet Panagon Content Services. Alternatively, you can
uninstall version 5.0 of the FileNet Content Services release script. In some cases, you may need to
re-enter your release setup settings. If you do, you may want to take notes on the release setup
settings defined for your current version of the release script before you install version 7.0. An
easy way to do this is to capture and save screen shots of the release setup settings.
Upgrade Instructions
Use the following instructions to upgrade to the Release Script for FileNet Panagon Content
Services.
X To upgrade the 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 previous version of the FileNet
Content Services release script is selected from the list of Assigned Release Scripts (on the
right-hand side of the screen). Then, select the “FileNet Content Services 5.2-5.4” release
script from the list of Available Release Scripts (on the left-hand side of the screen).
5 Click Upgrade. When prompted to confirm that you want to upgrade, click Yes.
Once you have upgraded, you should log on to the FileNet Content Services release script and
verify that all of the settings are correct.
Before you can use the upgraded release script, you must republish the associated batch class. See
the section 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.
Kofax Image Products 11
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Application Maintenance
This section describes how to repair and remove the Release Script for FileNet Panagon Content
Services.
Figure 1. Application Maintenance Dialog Box
Repairing the 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 the Windows task bar, select Start | Run, browse to the FileNet\PanagonCS5 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, make sure that the “Repair” option is
selected and 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.
12 Kofax Image Products
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 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 the Windows task bar, select Start | Run, browse to the FileNet\PanagonCS5 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 on page 12.
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 the Add/Remove Programs utility from the Windows Control Panel to
uninstall the FileNet Content Services release script.
Refer to your Microsoft documentation for more information about the Add/Remove Programs
utility.
Refer to Problems When Uninstalling the Release Script on page 22 for information about a known
problem.
Note After uninstalling, the Release Script for FileNet Panagon Content Services 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 and remove every instance of the FileNet Content Services release script.
After all references to the release script are removed, you will be able to delete the FileNet Content
Services release script from the Release Script Manager.
Kofax Image Products 13
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 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 Capturer on the Release Scripts dialog box, select
the “FileNet Content Services 5.2-5.4” release script and click Add.
5 If you are not already logged on to FileNet Content Services, the Ascent Capture FileNet
Login dialog box will display, as shown in Figure 3 on page 15.
Note If you are already logged on to FileNet Content Services, a message will display
indicating that you must log off before you continue. Exit the release script and manually
log off FileNet Content Services. Then re-run release setup.
6 Enter your FileNet Content Services user name, password, group (optional), and desired
library, and click OK. The library is your release domain. The password is case sensitive.
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Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Figure 3. Ascent Capture FileNet Login Dialog Box
Note The login information will be saved and used during Release.
7 Click OK. The Release Script for FileNet Panagon Content Services 5.2-5.4 — Release
Setup dialog box will display.
Figure 4. Release Script for FileNet Panagon Content Services 5.2-5.4 — 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 FileNet Panagon Content Services 5.2-5.4 Release Notes
Setting Up the Release Script
The following sections describe the setup options available with the Release Script for FileNet
Panagon Content Services.
Note For more details about the setup options, refer to the online help available from the
Release Setup for FileNet Panagon Content Services 5.2-5.4 — Release Setup dialog box.
Storage Settings Tab
This tab allows you to specify a FileNet Content Services release folder. If the release folder is not
specified, the documents will be released to the root level of the library specified during logon.
Figure 5. Storage Settings Tab
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Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Document Settings Tab
This tab allows you to select from a list of available document classes, and link Ascent Values to
Panagon document class attributes.
Figure 6. Document Settings Tab
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Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Image Format Tab
This tab allows you to select the desired image format(s) for releasing your images. You can
specify a primary format and a secondary format. If Adobe PDF is selected as an image format, the
PDF Settings on this tab will become available for selection.
Figure 7. Image Format Tab
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Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
General Settings Tab
This tab allows you to specify a temporary storage location to be used at release time and specify
whether to skip the first page of each document at release. You may want to skip the first page if
you are using standalone separator sheets to separate your documents, and you do not want to
release the separator sheets.
Figure 8. General Settings Tab
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Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 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 be displayed along with 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, select your batch class and click Publish. Ascent Capture will
check all your batch class settings and display the results in the Results box.
5 If no problems are detected, the message “Publishing successful” will display.
a If problems are detected, warning/error messages will display, along with
recommended actions to resolve the problems. Perform the recommended actions, and
then try to publish the batch class again.
b 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.
Refer to the Ascent Capture online help for more information about batch classes (Ascent Capture
online help keyword: Batch classes > about).
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Releasing Batches
With the Release Script for FileNet Panagon Content Services, 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 unattended 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 activate 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.
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. If the FileNet Content Services user ID
and/or password release script login settings are invalid, the Ascent Capture FileNet
Login dialog box will appear. Enter your user name and password and click OK.
Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Note If you are already logged on to FileNet Content Services and your user ID,
password, or library does not match the release script login settings, you will be warned
to log off and back in as the appropriate user. If you do not, the release script will fail.
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 FileNet Panagon Content Services 5.2-5.4 Release Notes
Known Problems
This section contains information about known problems with the Release Script for FileNet
Panagon Content Services.
Problems When Installing on Windows XP
If you are installing the Release Script for FileNet Panagon Content Services on a Windows XP
Professional workstation and you specify a mapped drive, you will receive the following error
message. (SPR 31250)
Error 1904. Module <
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 error message again.
Problems When Uninstalling the Release Script
mapped drive
> failed to register. HRESULT -2147467259. Contact you
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 log on to the release script, login will fail. (SPR 31221)
Workaround: If this problem occurs, run Repair. Refer to Repairing the Script on page 12 for more
information. Alternatively, you can re-register the release script in the Release Script Manager.
Multi-value Field Limitations
The following sections explain the multi-value field limitations.
Using Multi-value Fields with Text Constants
When using text constants to specify multi-value fields in Release Setup, the maximum number of
characters allowed by FileNet for each value is used by Ascent Capture to validate the maximum
number of characters allowed for the entire multi-value field. For example, if you plan to use a
multi-value field containing four values, each with a maximum length of 5 characters, Ascent
Capture will error if you use more than 5 characters for the entire multi-value field length.
Workaround: Increase the maximum number of characters allowed for your multi-value field in
FileNet Content Services.
Using Multi-value Fields with Date/Time, Integer, and IntegerString Data Types
The FileNet Content Services release script does not support linking multiple fields with the Date/
Time, Integer, and IntegerString data types. (SPR 00009884)
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Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Length of Text Constants
If you are linking a text constant to a FileNet Content Services integer type property, the text
constant cannot be more than 10 digits in length. If the text constant is longer than 10 digits, the
release script will fail. (SPR 21215)
Current Logged On Panagon User May Override Release Script User
If you log on to the release script and you already have a FileNet Content Services session
running, you are normally prompted to log off the current FileNet Content Services session.
Occasionally, the release script gets in a state where it does not prompt you that another FileNet
Content Services session exists. In this case, the release script will use the original client session for
your release script regardless of what you enter in the Ascent Capture FileNet Login dialog box. If
the users entered were different, security permission problems may occur during release.
(SPR 25358)
Workaround: Do not log on to the IDM desktop and release script simultaneously. If you do, log
out of the IDM desktop, shut down Ascent Capture and restart it. Then, log back into the release
script.
Running the Release Module as a Service
If you are running the Release module as a service and have specified a mapped drive for your
Adobe configuration (hub, watched folder, and release working directory), the release will fail
with the following error message. (SPR 30581)
Acrobat Capture workflow does not exist.
Workaround: Specify a UNC path for your Adobe hub, Adobe watched folder, and Adobe release
working directory.
Releasing Hidden Files Is Not Supported
If you attempt to release hidden files, you will receive the following error message. (SPR 30546)
Can’t get primary PDF file name.
Workaround: Remove the hidden files from the batch. In Windows Explorer, the hidden file’s
icon will have a dimmed appearance.
Releasing Documents with 0 Bytes
At release, your document files must be larger than 0 bytes or the release will fail with the
following error message. (SPR 00009903)
An empty version file cannot be indexed.
Workaround: Make certain that you do not create batches that contain 0 byte files.
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Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
Processing OCR Full Text Files and eDocuments
If you are using the Kofax Advanced OCR Full Text engine and releasing only eDocuments, the
engine will automatically create a 0 byte OCR full text file. The release will fail with the following
error message. (SPR 00009910)
An empty version file cannot be indexed.
Workaround: Do not use the Kofax Advanced OCR Full Text engine when releasing only
eDocuments. If you release eDocuments with additional image file formats, the release will not
fail.
Releasing eDocuments and Adobe PDF as Secondary Image
When releasing eDocuments and Adobe PDF documents as secondary images the batch may
occasionally fail with the following error message. (SPR 00009902)
Input file not found.
Workaround: Unreject your batch in the Ascent Capture Quality Control queue and process the
batch again to release it.
Using Different Operating Systems
If you configure a release script that uses a root level folder for release and then you attempt to
open the release setup and save changes from an operating system different from the original,
your release setup may fail with the following error message. (SPR 00009894)
Run-time error ‘35601’ Element not found.
Workaround: Open release setup with the same operating system.
Deleting a Folder with the Context Menu Button
If you attempt to delete a folder on the Storage Settings tab using the Delete option provided by
the right mouse button (right-click), release setup will fail with the following error message.
(SPR 32319)
Run-time error ‘35605’ This item’s control has been deleted.
You will need to restart the Administration module to restore Ascent Capture and the release
script.
Workaround: Use the Delete button to delete your folder.
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Ascent® 7.0 Release Script for FileNet Panagon Content Services 5.2-5.4 Release Notes
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
• The FileNet Content Services 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 FileNet Panagon Content Services 5.2-5.4 Release Notes
26 Kofax Image Products
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