Kofax Export Connector 8.3.0 User Manual

Kofax�Export
Connector�8.3.0
for�Microsoft
SharePoint
Administrator's Guide
2012-05-03
©
2007-2012 Kofax, Inc., 15211 Laguna Canyon Road, Irvine, California 92618, U.S.A. All rights reserved.
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
Administrator's Guide .........................................................................................................................................................5
Preface ............................................................................................................................................................................... 5
Related Documentation .............................................................................................................................................5
Training ........................................................................................................................................................................ 6
Getting Help for Kofax Products .............................................................................................................................6
Overview ...........................................................................................................................................................................7
Features ........................................................................................................................................................................ 7
Using This Export Connector ......................................................................................................................................10
“Forms” Name Not Supported ..............................................................................................................................10
File Names and Extensions of Exported Documents ......................................................................................... 11
OCR File Naming .....................................................................................................................................................11
Setup Options ............................................................................................................................................................11
Skip First Page .......................................................................................................................................................... 13
Modifying the Source Code ....................................................................................................................................14
System Requirements ...............................................................................................................................................14
Logging On To Microsoft SharePoint ................................................................................................................... 14
Installing Kofax Export Connector for SharePoint .................................................................................................. 15
Installing the Export Connector .............................................................................................................................15
Maintaining the Export Connector ........................................................................................................................16
Removing the Export Connector ........................................................................................................................... 17
Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
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Contents
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Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide

Preface

This guide includes the information you need to successfully install Kofax Export Connector for SharePoint 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 it 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

Kofax Export Connector for SharePoint Administrator's Guide
The Kofax Export Connector for SharePoint Administrator's Guide contains essential information about installing and configuring the export connector.

Administrator's Guide

This guide is for system administrators and developers who are installing the export connector or who need a description of the installation and configuration procedures and requirements.
Help for Kofax Export Connector for SharePoint
Help provides online assistance for system administrators and operators.
Kofax Export Connector for SharePoint 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 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 Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
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Administrator's Guide
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.
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.
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
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Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
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