Kofax Capture Export Connector User Manual
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
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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.
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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.
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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.
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