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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
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You agree that you do not intend to and will not, directly or indirectly, export or transmit the Software
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DOCUMENTATION IS PROVIDED “AS IS” AND ALL EXPRESS OR IMPLIED CONDITIONS,
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INVALID.
Related Documentation .............................................................................................................................................5
Training ........................................................................................................................................................................ 6
Getting Help for Kofax Products .............................................................................................................................6
Features ........................................................................................................................................................................ 7
Using This Export Connector ......................................................................................................................................10
“Forms” Name Not Supported ..............................................................................................................................10
File Names and Extensions of Exported Documents ......................................................................................... 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
3
Contents
4
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
5
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
6
Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
▪ Product information and release news
▪ Downloadable product documentation
▪ Access to support tools
▪ Information about the support commitment for Kofax products
Use these tools to find answers to questions that you have, to learn about new functionality,
and to research possible solutions to current issues.
Overview
This export connector copies document images, OCR full text files, Kofax PDF documents,
and eDocuments to permanent storage and writes data from Kofax Capture into the Microsoft
Office SharePoint repository or into the SharePoint Online for Office 365 repository.
Administrator's Guide
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.
Click Product and select a product name and version.
Click Documentation and select a product name and version.
Click Tools and select the tool to use.
Click Options and select Kofax Support Commitment.
Please read this guide carefully as it contains information not included in the Kofax Capture
documentation.
Features
This section contains information about features provided with this export connector.
Tighter Integration with Kofax Capture
Using the Kofax Capture Administration module, field types can be linked to SharePoint
columns. Refer to “External Field Type” in the Kofax Capture documentation for details.
Dynamic Site Mapping
Dynamic site mapping is supported for sub-sites. To eliminate ambiguity, certain user
interface controls can be used to explicitly define the sub-site, library, and the folder.
Export to Column Types
You can export to the “Managed Metadata”, “Enterprise Keywords” and “Lookup” column
types. These column types can be mapped to any combination of Kofax Mappings. This
applies both to document columns and folder/document set columns.
Table fields in Kofax Capture can be mapped to SharePoint columns with multiple values if
the delimiter is defined as a semicolon in the “Muli-value field delimiter” in the Advanced tab
of the Batch Class Properties window.
Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
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Administrator's Guide
Note The Kofax Capture Validation module can be used to resolve ambiguous results when
making use of Managed Metadata or Lookup columns. See the Kofax Capture documentation
for details.
Full Control Access Not Required
In general this export connector does not require full access control to the configured
SharePoint site except, during configuration, to determine the available content types (both
folders and documents) in dynamic destinations. This is because of the need to query the root
site for its content types.
To avoid giving the user full control access during runtime, an alternate (runtime) user to
can be specified. This can be done from the General Settings tab of the Microsoft SharePoint
Export Connector Setup window.
SharePoint Online for Office 365 Support
The export connector supports exporting documents to SharePoint Online for Office 365.
Unicode Support
This export connector supports Unicode with Kofax Capture 8 or later.
Single Sign On
This export connector optionally allows you to take advantage of Windows sign on so that
the credentials of the currently logged on Windows user automatically log in to the export
connector.
Folders and Document Sets
If a folder or document set does not exist, it is created by the export process and their fields
are populated. If the document set or folder already exists, and there is a field with an
empty value in SharePoint, that field is updated in the folder or document set if the current
document has a value for it.
The export connector creates Document Sets within the target library for SharePoint 2010
systems. The configuration allows for designating a target folder as a Document Set content
type. When a document is exported, the configured Document Set is created or updated at the
configured location.
Library Type Support
The export connector supports all library types that are based on the “Document Library”
type in SharePoint. This means that all custom libraries that are based on the Document
Library are also supported.
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Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
Administrator's Guide
Image Support
This export connector supports the following file formats / compression formats:
▪ Multipage TIFF — LZW
▪ Multipage TIFF — G4
▪ Multipage TIFF — Group G3/2D
▪ Multipage TIFF — JPEG Compression
▪ Kofax PDF
Kofax PDF Support
With this export connector, you can export Kofax PDF documents into the Microsoft
SharePoint repository. Kofax PDF is bundled with Kofax Capture and does not require
additional software implementation. Kofax PDF documents can be saved in the following
output types:
▪ Kofax PDF Image Only
▪ Kofax PDF Image + Text
eDocument Support
With this export connector, you do not need to limit your batches to image files. eDocuments
are supported for export into the Microsoft SharePoint repository. All the documents you
want in a batch can be processed together, regardless of file type.
For more information about eDocument files, refer to the Kofax Capture documentation.
OCR Full Text Support
With this export connector, you can export documents processed through the Kofax Capture
OCR Full Text module into the Microsoft SharePoint repository.
Create Custom Export Connector Scenarios
You can set up multiple export scenarios, each with unique settings and save them under a
unique name. This allows you to quickly and easily retrieve any of your export scenarios and
use them without re-entering destination folders and other settings.
Specify Storage Location for Exported Documents
This export connector allows you to specify where in SharePoint you would like to store your
exported documents. To do so, on the Destination tab, specify a library path and optional
folder destination. When defining a folder, you can specify a folder content type, which
allows you to link index fields, Kofax Capture values, or static text to specific SharePoint
columns of the folder.
Assign Kofax Values to Document Attributes (SharePoint columns)
This export connector allows you to link Kofax Capture Values to SharePoint columns. This
makes it possible to dynamically populate SharePoint with meaningful metadata as you
export documents. You can first select a SharePoint content type which displays its associated
Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
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Administrator's Guide
SharePoint columns. Then, link Kofax Capture Values with each column. When defining a
value, you can concatenate static text, index fields, and Kofax Capture Values. During export,
it automatically associates metadata with each document exported to a SharePoint library.
Specify Whether to Prompt for Credentials if Authentication Fails During Export
If an export connector is unable to log on to SharePoint at export time, you can cause the
script to prompt again for a valid user name and password. If the user enters valid login data,
document export continues successfully. However, if the user provides invalid credentials or
clicks Cancel, no documents are exported and the batch routes to the Quality Control module.
If you do not select this option and the export connector is unable to log on to SharePoint,
the script does not prompt to re-enter valid login data and is not able to successfully export
documents.
eDocument Original File Name Retention
This export connector supports Kofax Capture original file name retention for eDocuments.
To retain original filenames of eDocuments:
▪ Set the SupportsOriginalFileName property to True (SupportsOriginalFileName=True)
in the export connector Kofax.SharePoint.Export.inf file, when the export connector
is first registered. Kofax.SharePoint.Export.inf is located in the folder where you
installed the export connector (for example, C:\Program Files\Kofax\Capture\CAP
\Kofax.SharePoint.8\Kofax.SharePoint.Export.inf). True is the default setting, and
the SupportsOriginalFileName property is not case-sensitive.
▪ Select the “Use the original file name of image and eDocument files” option on the Kofax
Capture window in the Kofax Capture Export module queue properties.
When these two options are set as described, documents exported as eDocument files retain
their original file names. If a document is exported with the SupportsOriginalFileName
property set to False, eDocument file names are based on the Document Name attribute
linked in export setup.
Note OCR full text files, imported TIFF files and Kofax PDF documents exported from
Kofax Capture always use the Kofax Value linked to the Document Name, regardless of the
configuration.
Help Available for Export Setup
Help is installed with your export connector. It is available from the Administration module
when you are setting up your export connector. To display Help information, click Help from
the Export Setup window.
Using This Export Connector
This section contains additional information about this export connector.
“Forms” Name Not Supported
10
This export connector does not support using “forms” as the document name or folder name.
The “forms” name is reserved on Microsoft SharePoint Server.
Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
File Names and Extensions of Exported Documents
The export connector automatically appends a file extension of .TIF or .PDF to exported
documents depending on which image type that you select. If the Name column's value
contains an unexpected file name extension, the resulting file name will contain two
extensions.
Examples
Administrator's Guide
Selected image typeValue of the document’s
Multipage TIFFmyfilemyfile.TIF
Multipage TIFFmyfile.tifmyfile.TIF
Multipage TIFFmyfile.pdfmyfile.pdf.TIF
Kofax PDFmyfilemyfile.PDF
Kofax PDFmyfile.pdfmyfile.PDF
Kofax PDFmyfile.tifmyfile.tif.PDF
OCR File Naming
OCR Full Text files use the following file naming convention:
<KofaxValue>_OCR.<extension>
Setup Options
The following sections describe the setup options available with this export connector.
Note For more details about the setup options, refer to the Help.
Resulting file name
Name column
LocationDescription
Destination Settings TabSpecifies the root destination and an optional
Export Root Destination WindowSpecifies a SharePoint destination.
Folders and Document Sets TabSupports adding and deleting folder
Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
folder destination to be used for export.
structures.
Specifies a SharePoint content type which
displays its associated SharePoint columns.
You can link Kofax Mappings, or provide
static text to specific SharePoint columns of
the folder.
If a content type has required columns that
are linked to unsupported data types, it is
not displayed in the list of available content
types.
11
Administrator's Guide
LocationDescription
Document Settings TabSpecifies a SharePoint content type which
displays its associated SharePoint columns.
You can link Kofax Mappings, or provide
static text to specific SharePoint columns of
the folder.
If a content type has required columns that
are linked to unsupported data types, it is
not displayed in the list of available content
types.
Image Settings TabSpecifies an image format for your exported
images, and specifies whether to export OCR
full text files with your document.
General Settings TabSpecifies an export working folder as the
temporary storage location to be used at
export time, and to specifies whether to skip
the first page of each document.
Browse For Folder WindowSpecifies an export working folder to be used
to temporarily store exported images. You
can select an existing folder or create a new
one.
Additional Configuration Options
You can configure some additional options by using an XML file that allows you to set the
number of retries and the timeout interval to compensate for poor or intermittent network
connections. To do this you must manually create the XML file as follows:
All parameters are optional and have internal default values. Following is the description of
each value:
ParameterDescriptionDefault Value
RequestTimeoutSecondsTimeout in seconds for each
Infinite
request sent to the SP server.
MaxRetriesNumber of retries for failed
3
network operations.
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Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
Administrator's Guide
WriteRepositoryIdBoolean flag to set whether
true
the CMIS Object ID should
be written to the “Repository
Document ID” index field.
Values can be “true” or
“false” (without quotes).
Note Regardless of this
value, the Repository
Document ID can only be
written if CMIS is installed
and activated on the
SharePoint 2010 site.
The config XML file can be placed in any of these two paths (if both exist, the first one takes
precedence):
%APPDATA%\Kofax\KEC-SharePoint\Config.xml
1
<KCServerPath>\Config\KEC-SharePoint.xml
2
Caching
Caching is used to minimize round trips to SharePoint. This cache is stored in memory and is
not persistent. You can specify individual limits for Managed Metadata term sets, Enterprise
Keywords terms, and lookup results via a new section (in one of the xml files referenced
above) in the <SharePoint> element. You can also specify expiration times (in minutes) for
each individual value. Unused values will be removed from the cache when the expiration
time has elapsed. Each time a value is used, the expiration timer is reset to zero. Sample:
Caching can be disabled by setting all the <MaxValues> to zero.
During export, the cache is always checked first. If a matching value is not found, the
SharePoint server is queried. If the value is found on the server, it is stored in the cache. If the
cache threshold is reached, the least recently used items are removed from the cache to make
room for new values.
Skip First Page
Use the “Skip first page of each document” option on the General Settings tab to discard
the first page of each document from the image. You may want to do this if you are using
standalone separator sheets to separate your documents. However, if you are exporting only
Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
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Administrator's Guide
Modifying the Source Code
one image in a document and you select this option, export will fail and the document will be
routed to the Kofax Capture Quality Control module.
The source code for this export connector is provided and it is located in the product files. The
source code can be opened, edited, and compiled in Microsoft Visual Studio.
Note To successfully modify and compile the export connector, development must occur on
a workstation with the appropriate versions of Kofax Capture and TAPCommon previously
installed. To use the modified export connector, you must replace the export connector
Kofax.SharePoint.Connector.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 Microsoft SharePoint product and Microsoft Visual
Studio documentation for assistance.
Install the export connector. Refer to Installing Kofax Export Connector for SharePoint for
1
the installation instructions. When you install the Kofax Export Connector for SharePoint
export connector, you will install the required components referenced in the source code.
Note If the export connector was not installed to the default folder, there will be errors
related to TAPCommon references when you attempt to compile the source code. To
fix these errors, update the TAPCommon reference paths in Microsoft Visual Studio to
reference their correct locations in the non-default installation folder.
Open, make any desired modifications, and compile the source code in Microsoft Visual
2
Studio.
Copy the Kofax.SharePoint.Connector.dll to the installation folder. When you are
3
prompted to replace the existing file, select Yes. You will need to repeat this procedure
on each Administration and Export workstation that will use the export connector.
System Requirements
The server and client workstations used for this export connector must meet the system
requirements listed on the Kofax Web site. For information about supported operating
systems and other system requirements, visit the Support pages on the Kofax Web site at
www.kofax.com.
Logging On To Microsoft SharePoint
Once you have associated a document class with a batch class in Kofax Capture, you may
specify the export connector to use when exporting your images, OCR full text files, Kofax
PDF documents, eDocuments, and index data.
Start the Kofax Capture Administration module.
1
Select the Batch Class tab from the Definitions panel, and right-click the applicable
2
document class. (Expand the batch class item to select associated document classes.)
A context menu appears.
14
From the context menu, select Export Connectors.
3
The Export Connectors window appears.
Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
Administrator's Guide
The Export Connectors window lists all available export connectors. Available export
4
connectors are those that are registered with Kofax Capture. From the Export Connectors
window, select this export connector and click Add.
The Microsoft SharePoint Login Information window appears.
If you don't want to take advantage of single sign on, enter your custom credentials.
5
Note that the domain name property is only used when a different Microsoft SharePoint
domain is needed.
Enter a fully qualified domain name for the Site URL. If you are using SharePoint Online
6
for Office 365 specify your hosted SharePoint instance for SharePoint Online. For more
information, see your system administrator.
Note The login information is saved and used during export.
To prompt for a user name and password if the export connector is not able to log on to
7
Microsoft SharePoint at export time, select the If unable to login during export, prompt
for valid login information check box.
▪ If selected and there is a problem logging on, the Microsoft SharePoint Login
Information window appears during export. The user may then enter a valid user
name and password, and click OK. However, if the user clicks Cancel, the export fails
and the batch is routed to the Kofax Capture Quality Control module.
▪ If not selected and problems occur when logging on to Microsoft SharePoint, the
Microsoft SharePoint Login Information window does not display during export.
Export fails and the batch is routed to the Kofax Capture Quality Control module.
Note Do not select this feature if you plan to run the Kofax Capture Export module as
a service or if you plan to run this module during off-hours. The Microsoft SharePoint
Login Information window requires a user response, which interferes with the
automated nature of running the Export module as a service or without operator
attention.
Click OK.
8
Refer to Setup Options for information about the setup options.
Installing Kofax Export Connector for SharePoint
You can install this export connector on a Kofax Capture client workstation or standalone
workstation.
To install the export connector, you must have Windows administrator privileges. If you do
not have administrator privileges and install this export connector, you may receive error
messages and several of the files may not install correctly. During installation you will need
your SharePoint login information.
Before you install, see System Requirements.
Installing the Export Connector
If you have installed an earlier version of the export connector, uninstall it now.
1
Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
15
Administrator's Guide
Maintaining the Export Connector
Start the installation by running Setup.msi from the location to which you downloaded
2
it.
Follow the instructions on the screen to install the export connector.
3
When the installation is complete, a confirmation message appears.
4
Note Installing the export connector automatically registers it with Kofax Capture.
Repeat this procedure on all Administration and Export workstations that will use this
5
export connector.
This section describes how to repair (replace missing, renamed, or deleted files) and remove
the export connector.
Repairing the Export Connector
From the Windows task bar, select Start | Run and run <path to installation
1
executable>Setup.exe. If you are running the installation from removable media, the
installation should automatically start.
Setup will detect an existing installation.
2
The Application Maintenance window appears.
From the Application Maintenance window, select Repair and then click Next.
3
Follow the instructions on the screen to repair the export connector.
4
When the repair is complete, a confirmation message appears.
Removing the Export Connector
Alternatively, you can use the Add or Remove Programs utility from the Windows Control
Panel to uninstall.
From the Windows task bar, select Start | Run and run <path to installation
1
executable>Setup.exe. If you are running the installation from removable media, the
installation should automatically start.
Setup will detect an existing installation.
2
The Application Maintenance window appears.
From the Application Maintenance window, select Remove and then click Next.
3
Follow the instructions on the screen to delete the export connector.
4
When the uninstallation is complete, a confirmation message appears.
Note After removal, “Kofax Export Connector for SharePoint” will continue to display in
the Export Connector Manager, although it will not be functional. To remove the export
connector from the list, you must go into every batch class and associated document class,
select the applicable export connector from the Assigned Export Connectors list and click
Remove. You must do this for every instance of Kofax Export Connector for SharePoint. After
all references to the export connector are removed, you will be able to delete Kofax Export
Connector for SharePoint from the Export Connector Manager.
16
Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
Removing the Export Connector
Use the following procedures to remove the export connector from Kofax Capture and from
your computer.
Removing the Export Connector from a Batch Class
In the Kofax Capture Administration module, on the Batch tab, expand the batch class to
1
view associated document classes.
Right-click the applicable document class, and select Export Connectors.
2
On the Assigned Export Connectors list, select the export connector and click Remove.
3
Removing the Export Connector from the Export Connector Manager
In the Kofax Capture Administration module, do one of the following:
1
▪ For Kofax Capture 10: On the Tools tab, in the System group, click Export Connectors.
▪ For Kofax Capture 9: On the Tools menu, select Export Connector Manager.
In the Export Connector Manager window, select the export connector, and click
2
Remove.
Administrator's Guide
Removing the Export Connector from the Computer
You can use the Control Panel options to remove the export connector, or you can follow
these instructions:
Run the .msi file that you used to install the export connector.
1
When the existing installation is detected, the Application Maintenance window appears.
Select Remove, and then click Next.
2
Follow the on-screen instructions to remove the export connector.
3
When the removal is complete, a message appears to indicate the export connector was
successfully removed.
Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
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Administrator's Guide
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Kofax Export Connector 8.3.0 for Microsoft SharePoint Administrator's Guide
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