Kofax Export Connector for ERP 2.4.9 User Manual

Kofax Export

Connector for ERP

2.4.9

Installation Guide

2013-03-22

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Preface .................................................................................................................................................................................... 7

User Interface Notes .......................................................................................................................................................7

Who Should Read This Guide ......................................................................................................................................7

Related Documentation ..................................................................................................................................................7

Getting Help for Kofax Products ................................................................................................................................. 8

Before You Start ................................................................................................................................................................... 9

System Requirements ..................................................................................................................................................... 9

SAP User Types ...............................................................................................................................................................9

Upgrading .........................................................................................................................................................................9

Planning Your Installation ................................................................................................................................................11

Verifying DNS Names ..................................................................................................................................................11

Registering Fax File Extension ....................................................................................................................................11

Preparing the SAP Environment ................................................................................................................................ 11

Creating or Editing a Content Repository Protocol ............................................................................................11

Customizing the Content Repository Protocol ....................................................................................................12

Creating or Editing a Content Repository ........................................................................................................... 14

Accepting the Certificate ......................................................................................................................................... 17

Installing Kofax Export Connector for ERP .................................................................................................................. 21

Running the Setup Wizard ..........................................................................................................................................21

Registering KEC-ERP ....................................................................................................................................................21

Checking the Export Connector and Transport Versions .......................................................................................22

Updating Ascent Release for ERP Batches ............................................................................................................... 24

Importing the KEC-ERP SAP Transport Files ...............................................................................................................25

Uninstalling .........................................................................................................................................................................27

Removing References to KEC-ERP ............................................................................................................................ 27

Removing Registration .................................................................................................................................................27

Running the Setup Wizard to Remove KEC-ERP ................................................................................................... 27

Third-Party License Agreements .....................................................................................................................................29

Index .....................................................................................................................................................................................33

Kofax Export Connector for ERP Installation Guide

Contents

Kofax Export Connector for ERP Installation Guide

This guide provides information about installing and upgrading KEC-ERP, operating requirements and pre-installation information.

User Interface Notes

The user interface and access paths in this guide may differ from those in your environment. The terms Export Connector and Release Script appear interchangeably. What appears depends on the version of Kofax Capture that you have installed. However, the installation and configuration steps are identical.

Note The graphics used in this document may differ from what appears on your system.

Who Should Read This Guide

To use this guide, you should have a thorough understanding of:

Preface

▪ Windows standards, applications and interfaces

▪ Kofax Capture

▪ SAP and its functioning with external DMS (only for those planning to customize SAP.)

Use this guide if you are a system administrator or a developer who is installing Kofax Export Connector for ERP.

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.

Use the tools that Kofax provides for researching and identifying issues. For example, use the Kofax Support site to search for answers about messages, keywords, and product issues. To access the Kofax Support page, go to www.kofax.com/support.

The Kofax Support page provides:

▪ Product information and release news

Click a product family, select a product, and select a version number.

▪ Downloadable product documentation

Click a product family, select a product, and click Documentation.

▪ Access to product knowledge bases

Click Knowledge Base.

▪ Access to the Kofax Customer Portal (for eligible customers)

Click Account Management 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. This guide describes how to access the support site, 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.

▪ Access to support tools

Click Tools and select the tool to use.

▪ Information about the support commitment for Kofax products

Click Support Details and select Kofax Support Commitment.

Use these tools to find answers to questions that you have, to learn about new functionality, and to research possible solutions to current issues.

Kofax Export Connector for ERP Installation Guide

The installation package includes:

▪ KofaxExportConnector-x.x.x_for_ERP.msi where x.x.x is the current release number. This

file includes sample batch classes for the default scenarios and sample images. Contact your Kofax representative for a copy of this file.

▪ SAP Transport Files

▪ User documentation

System Requirements

Kofax Export Connector for ERP (KEC-ERP) requires:

▪ Kofax Capture 9.x or later

Chapter 1

Before You Start

Note Ascent Capture 7.x and Kofax Capture 8.x or earlier are NOT supported.

▪ SAP ERP (ECC6.0, R/3 4.6, R/3 4.7 or later) Unicode or 64-bit

▪ All ArchiveLink 4.5-certified content servers.

▪ Document Management System: an ArchiveLink 4.5-certified content server.

▪ Internet Explorer 7.0 or later

▪ .NET Framework version 2.0.50727 or later. See the Microsoft download site for details.

▪ A KEC-ERP license. For information about obtaining a dongle or license key, contact your

Kofax project manager.

▪ A properly configured IDES.

▪ Administrative privileges on the local computer where KEC-ERP is being installed.

SAP User Types

KEC-ERP connects to SAP with an authorized SAP user.

Upgrading

If you have an earlier version of KEC-ERP or Ascent, follow the instructions in Uninstalling to uninstall the earlier version before you install.

Kofax Export Connector for ERP Installation Guide

Before You Start

Kofax Export Connector for ERP Installation Guide

Planning Your Installation

Plan your installation to ensure that your deployment proceeds efficiently and your sites meet the needs of your company.

Verifying DNS Names

Make sure that the system recognizes the DNS names for the SAP system and Content Server by pinging the servers to verify that the DNS names can be resolved. If pinging does not verify the names, add the names to your local hosts file.

Registering Fax File Extension

To release images in TIFF format, register the Fax file extension:

On the SAP system, rename any TIFF file with a fax extension. For example, rename

test.tiff to test.fax.

Chapter 2

Right-click the file name and select Open With > Choose Default Program.

Select the default program to open Fax files.

Preparing the SAP Environment

Before you install KEC-ERP, prepare the SAP server.

Creating or Editing a Content Repository Protocol

Enter transaction code OAA3.

Either create a protocol from an existing protocol or edit a protocol:

▪ To create a protocol, select the protocol SAPHTTP and click the Copy icon.

▪ To edit a protocol, select the protocol and click the Open icon.

Enter the protocol name, for example, SAPHTTPD.

Enter version 0046.

Enter a description.

Click Save.

Kofax Export Connector for ERP Installation Guide

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