Kofax Export Connector 1.0.0 User Manual

Kofax�Export
Connector�1.0.0
for�Pega�Rules
Process
Commander
Administrator's Guide
2012-02-17
©
Use is subject to license terms.
Third-party software is copyrighted and licensed from Kofax’s suppliers.
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, VirtualReScan, the “VRS VirtualReScan” logo, and Kofax VRS are trademarks or registered trademarks of Kofax, Inc. in the U.S. and other countries. All other trademarks are the trademarks or registered trademarks of their respective owners.
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.

Contents

Legal Notice .......................................................................................................................................................................... 2
Preface .................................................................................................................................................................................... 5
Related Documentation ..................................................................................................................................................5
Help for Kofax Export Connector for Pega Rules Process Commander ........................................................... 5
Kofax Export Connector for Pega Rules Process Commander Release Notes ..................................................5
Kofax Capture Installation Guide ............................................................................................................................5
Kofax Capture Administrator's Guide ....................................................................................................................5
Kofax Capture Developer’s Guide .......................................................................................................................... 5
Help for Kofax Capture ............................................................................................................................................ 6
Kofax Capture API Reference Guide ...................................................................................................................... 6
Kofax Capture Release Notes ...................................................................................................................................6
Training .............................................................................................................................................................................6
Getting Help for Kofax Products ................................................................................................................................. 6
Overview ............................................................................................................................................................................... 9
Features ............................................................................................................................................................................. 9
Installing Kofax Export Connector for Pega Rules Process Commander ................................................................. 11
System Requirements ................................................................................................................................................... 11
Installing the Export Connector ..................................................................................................................................11
Repairing the Export Connector .................................................................................................................................11
Removing the Export Connector ................................................................................................................................12
Removing the Export Connector from a Batch Class .........................................................................................12
Removing the Export Connector from the Export Connector Manager ..........................................................12
Removing the Export Connector from the Computer ........................................................................................12
Logging On to Pega Rules Process Commander From the Export Connector ....................................................12
Setup Tabs ...................................................................................................................................................................... 13
Additional Information .....................................................................................................................................................15
Authentication Methods ...............................................................................................................................................15
Additional Configuration Options ............................................................................................................................. 15
Debugging ..................................................................................................................................................................15
Data Type Configuration ............................................................................................................................................. 15
High Availability ...........................................................................................................................................................16
Setting Up Multiple Instance Support .......................................................................................................................17
Modifying the Source Code ........................................................................................................................................ 17
Kofax Export Connector 1.0.0 for Pega Rules Process Commander Administrator's Guide
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Contents
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Kofax Export Connector 1.0.0 for Pega Rules Process Commander Administrator's Guide
This guide includes the information you need to successfully install this export connector and acquaint yourself with the software.
If you downloaded this export connector from the Kofax Electronic Delivery site, you can extract the files from the ISO file. Refer to the instructions on the site. Or, you may have received Kofax Export Connector for Pega Rules Process Commander as a package that includes electronic media. In this guide, we refer to both the extracted files and the electronic media as the “product files.”

Related Documentation

Help for Kofax Export Connector for Pega Rules Process Commander

Help for Kofax Export Connector for Pega Rules Process Commander provides online assistance for system administrators and operators. It is available from the Administration module when you are setting up your export connector. To display Help information, click Help from the setup window.

Preface

Kofax Export Connector for Pega Rules Process Commander Release Notes

Late-breaking product information is available from release notes. You should read the release notes carefully, as they contain information that may not be included in other Kofax Export Connector for Pega Rules Process Commander documentation.

Kofax Capture Installation Guide

The Kofax Capture Installation Guide contains essential information about installing Kofax Capture and Kofax Capture Network Server (KCN Server).
This guide is for system administrators and developers who are installing Kofax Capture or KCN Server, or who need a description of the installation procedures and requirements.

Kofax Capture Administrator's Guide

The Kofax Capture Administrator's contains essential information about setting up batch classes and processing documents with Kofax Capture.

Kofax Capture Developer’s Guide

The Kofax Capture Developer’s Guide provides guidance and instructions for customizing Kofax Capture. Several examples and code segments are provided to demonstrate how to create custom panels, Ribbon tabs, workflow agents, modules, and scripts to enhance Kofax Capture processing.
Kofax Export Connector 1.0.0 for Pega Rules Process Commander Administrator's Guide
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Preface

Help for Kofax Capture

Kofax Capture online Help provides online assistance for system administrators and operators.

Kofax Capture API Reference Guide

The Kofax Capture API Reference Guide is an online reference that provides the details of each API library needed to customize Kofax Capture. The API Reference Guide is designed to be used with the Kofax Capture Developer’s Guide as a primary resource for customizing Kofax Capture.
You can access the API Reference Guide from the Kofax Capture program folder on your Windows desktop.

Kofax Capture Release Notes

Late-breaking product information is available from release notes. You should read the release notes carefully, as they contain information that may not be included in other Kofax Capture documentation.

Training

Kofax offers both classroom and computer-based training that will help you make the most of your Kofax Capture solution. Visit the Kofax Web site at www.kofax.com for complete details about the available training options and schedules.

Getting Help for Kofax Products

Kofax regularly updates the Kofax Support site with the latest information about Kofax products.
To access some resources, you must have a valid Support Agreement with an authorized Kofax Reseller/Partner or with Kofax directly.
Go to http://www.kofax.com/support for:
▪ Access to product knowledge bases
Click CAPTURE: SUPPORT KNOWLEDGE.
▪ Access to the Kofax Customer Portal (for eligible customers)
Click CAPTURE: SUPPORT INTERACTIONS and log in.
To optimize your use of the portal, go to the Kofax Customer Portal login page and click the link to open the Guide to the Kofax Support Portal. The guide describes how to access the portal, what to do before contacting the support team, how to open a new case or view an open case, and what information to collect before opening a case.
▪ Product information and release news
Click Product and select a product name and version.
▪ Downloadable product documentation
Click Documentation and select a product name and version.
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Kofax Export Connector 1.0.0 for Pega Rules Process Commander Administrator's Guide
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