Kofax Capture Export Connector User Manual

Kofax

Capture

Kofax Capture Export Connector - Documentum

Administrator’s Guide

January 25, 2011

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.

Documentum and Documentum Content Server are registered trademarks of EMC Corporation.

Microsoft and Windows are registered trademarks of Microsoft Corporation.

All other product names and logos are trade and service marks of their respective companies.

U.S. Government Rights Commercial software. Government users are subject to the Kofax, Inc. standard license agreement and applicable provisions of the FAR and its supplements.

You agree that you do not intend to and will not, directly or indirectly, export or transmit the Software or related documentation and technical data to any country to which such export or transmission is restricted by any applicable U.S. regulation or statute, without the prior written consent, if required, of the Bureau of Export Administration of the U.S. Department of Commerce, or such other governmental entity as may have jurisdiction over such export or transmission. You represent and warrant that you are not located in, under the control of, or a national or resident of any such country.

DOCUMENTATION IS PROVIDED “AS IS” AND ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID.

Preface ............................................................................................................................................................1

Related Documentation ........................................................................................................................1

System Requirements ...................................................................................................................................1

Documentum Server Support ..............................................................................................................1

Kofax Capture Support .........................................................................................................................1

Client Operating System Support .......................................................................................................1

Administration and Export Workstations – Additional Requirements ........................................2

Overview ........................................................................................................................................................2

Features ..........................................................................................................................................................2

Kofax Capture Values / Documentum Properties ...........................................................................2

Kofax Capture Value {Document GUID} ...........................................................................................2

Sharing Data Among Export Connectors ..........................................................................................2

Integrated Export Connector ...............................................................................................................3

Image Support ........................................................................................................................................3

Kofax PDF Support ........................................................................................................................3

Adobe Acrobat Capture PDF Support ........................................................................................3

OCR Full Text Support ..................................................................................................................4

eDocument Support .......................................................................................................................4

Help Provided for Export Setup ..........................................................................................................4

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

Unsupported Kofax Capture Features ...............................................................................................4

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

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

{Index Operator’s Station ID} Kofax Capture Value ........................................................................5

Releasing eDocuments Only (Without Image Files) ........................................................................5

OCR Full Text Options .........................................................................................................................5

Kofax PDF Options ................................................................................................................................5

Adobe Acrobat Capture Options ........................................................................................................5

Operating System Requirements for Kofax Capture ................................................................5

Adobe Acrobat Capture and the Kofax Capture Export Workstation Installations ............5

Workflow Steps ..............................................................................................................................5

Multipage TIFFs ..............................................................................................................................6

Releasing From Multiple Kofax Capture Standalone Workstations .......................................6

Re-releasing Documents in Error .................................................................................................6

Invalid Watched Folders ...............................................................................................................6

Installing the Export Connector ..................................................................................................................6

Important Notes About Installing the Export Connector ................................................................7

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Contents

Separate Computers .......................................................................................................................7

Installation Instructions ........................................................................................................................7

Application Maintenance ............................................................................................................................7

Repairing the Export Connector ..........................................................................................................7

Removing the Export Connector .........................................................................................................8

Logging On to the Export Connector .........................................................................................................8

Setting Up the Export Connector ...............................................................................................................9

Storage Settings Tab ..............................................................................................................................9

Document Settings Tab .........................................................................................................................9

Document Options Tab .........................................................................................................................9

Routing Tab ............................................................................................................................................9

Image Format Tab ..................................................................................................................................9

General Settings Tab .............................................................................................................................9

Publishing a Batch Class ............................................................................................................................10

Exporting Batches .......................................................................................................................................10

Storing to a Specified Cabinet / Folder ............................................................................................10

Storing to a Virtual Document ...........................................................................................................11

Source Code .................................................................................................................................................12

Kofax Technical Support ............................................................................................................................13

iv Kofax, Inc.

Preface

This document contains information for the using Kofax Capture with Documentum. This export connector exports document images, OCR full text files, PDF documents, eDocuments, and data to the Documentum repository.

Please read these notes carefully as they contain information not included in the Help or printed documentation.

System Requirements

This export connector requires the following components to be installed prior to installing this export connector.

Documentum Server Support

The following versions of Documentum Server are supported

 Documentum 6.0 Content Server  Documentum 6.5 Content Server  Documentum 6.6 Content Server

Kofax Capture Support

This export connector is certified with:

 Ascent Capture 7.5  Kofax Capture 8  Kofax Capture 9

Client Operating System Support

This export connector supports the following 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

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Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes

Note At the time of publishing, this export connector was certified with the Service Packs listed

above.

Administration and Export Workstations – Additional Requirements

The Administration and Export workstations must have the following components installed:

 Ascent Capture 7.5, Kofax Capture 8, or Kofax Capture 9  DFC 6.0 (API), DFC 6.5 (API),DFC 6.6 (API)

Note All subsequent uses of “Kofax Capture” in this document refer to any supported version of

Kofax Capture and Ascent Capture.

Overview

This export connector copies document images and data from Kofax Capture into the Documentum repository.

This guide contains information not included in the Kofax Capture documentation.

Features

This section contains information about the major features of this export connector.

Kofax Capture Values / Documentum Properties

This export connector provides an easy-to-use interface for linking Kofax Capture Values to Documentum document properties and folder properties. Examples of Kofax Capture Values include Document index fields, Folder index fields, Batch fields, and Text Constants.

Kofax Capture Value {Document GUID}

The Kofax Capture Value {Document GUID} is a new value that can be used for index fields and export values. This Kofax Capture value is a type of document ID that is unique across the central site and all remote sites that comprise a Kofax Capture installation. The Document GUID is the concatenation of the Batch GUID and the document ID number. For example, a Batch GUID of {D3C58EE2-5627-443b-BBFA-EE7A5790482A} and a document ID of 123 will yield {D3C58EE25627-443b-BBFA-EE7A5790482A} 123 as the Document GUID.

Sharing Data Among Export Connectors

The Kofax Capture Export Connector Information Interchange feature is useful when more than one export connector has been configured for a particular batch class and document class combination.

The sharing of information is accomplished by allowing the export connectors to pass information to other export connectors. The Kofax Capture Value {Repository Document ID} is used to store and retrieve the RepositoryDocumentID that will be used by the first invoked export connector.

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