Kofax Export Connector 8.1.0 User Manual

Kofax Export

Connector 8.1.0

for Documentum

Content Server

Administrator's Guide

2014-10-09

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Administrator's Guide .........................................................................................................................................................5

Overview ...........................................................................................................................................................................5

Features ........................................................................................................................................................................ 5

Related Documentation ............................................................................................................................................. 6

Training ........................................................................................................................................................................ 6

Getting Help for Kofax Products .............................................................................................................................7

System Requirements ..................................................................................................................................................... 7

DFS Must Exist on the Server .................................................................................................................................. 8

Installing the Export Connector ....................................................................................................................................8

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

Repairing the Export Connector ............................................................................................................................ 10

Setting Up the Export Connector ............................................................................................................................... 10

Using Kofax Capture to Set Up the Export Connector ...................................................................................... 10

Using Kofax TotalAgility to Install and Set Up the Export Connector ............................................................11

Using Kofax Express to Set Up the Export Connector .......................................................................................12

Exporting eDocuments .................................................................................................................................................13

Storing to a Cabinet / Folder .................................................................................................................................13

Storing to a Virtual Document ...............................................................................................................................14

Exporting eDocuments Only (Without Image Files) ...............................................................................................15

Kofax Capture OCR Full Text Options ..................................................................................................................... 16

{Index Operator’s Station ID} Kofax Value .............................................................................................................. 16

Unsupported Kofax Capture Features .......................................................................................................................16

SecurityBoost ............................................................................................................................................................. 16

File Name Retention ................................................................................................................................................ 16

Kofax Export Connector 8.1.0 for Documentum Content Server Administrator's Guide

Contents

Kofax Export Connector 8.1.0 for Documentum Content Server Administrator's Guide

This document gives you information about installing Kofax Export Connector for Documentum Content Server, which exports document images, OCR full text files, PDF documents, eDocuments, and data to a Documentum Content Server repository.

Overview

With Kofax Export Connector for Documentum Content Server, batches are processed based on export settings. Documents and index data are exported to your repository based on the settings defined during export setup.

In a multiuser installation, the export process typically runs on an unattended workstation that polls for available batches at regular intervals. The process may be configured to run during off-hours to avoid any impact to the performance of Kofax Capture, Kofax Express, or the network system.

Features

This section describes the major export connector features.

Administrator's Guide

Limiting the Number of Folders

Using a setup configuration file, you can limit the number of Documentum Content Server folders retrieved from the server. The limitation is useful if a very high volume of folders reside on the server.

To limit the number of folders retrieved, use SetupConfig.xml in your installation folder to set the value of the LimitedFolderQueryNumber field to an integer value. For example, set the value to 50 to retrieve 50 folders:

<?xml version="1.0"?> <Configxmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <LimitedFolderQueryNumber>50</LimitedFolderQueryNumber> </Config>

Kofax Values / Documentum Content Server Properties

This export connector provides an easy-to-use interface for linking Kofax Values to Documentum Content Server document properties and folder properties. Examples of Kofax Values include document index fields, folder index fields, batch fields, and text constants.

Kofax Values {Document GUID}

The Kofax Value {Document GUID} is a unique value that can be used for index fields and export values.

Kofax Export Connector 8.1.0 for Documentum Content Server Administrator's Guide

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