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Kofax Export Connector for ERP
2.4.9
Installation Guide
2013-03-22
Portions © 2004-2013 Kofax, Inc., 15211 Laguna Canyon Road, Irvine, California 92618, U.S.A. Portions © 2002-2006 Kofax Development GmbH. Portions © 1997-2006 Kofax Development UK Ltd. All Rights Reserved. Use is subject to license terms.
This product is protected by U.S. Patent Nos. 5,159,667 and 7,478,332.
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Contents |
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 |
5 |
Contents
6 |
Kofax Export Connector for ERP Installation Guide |
Preface
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:
▪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.
Related Documentation
For more information, see:
Kofax Export Connector for ERP Features Guide
This guide introduces the release scenarios available with KEC-ERP and describes basic concepts about the relationship between Kofax Capture, KEC-ERP, and SAP.
Kofax Export Connector for ERP Administrator's Guide
This guide provides information about how to customize SAP and Kofax Capture to support the available scenarios. The guide describes how to use generic features to add additional transactions.
Kofax Export Connector for ERP Release Notes
This document describes the latest release of KEC-ERP, identifies outstanding defects and work-around solutions (where applicable), and lists the defects the release fixes.
Kofax Export Connector for ERP Installation Guide |
7 |
Preface
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.
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Kofax Export Connector for ERP Installation Guide |
Chapter 1
Before You Start
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
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 |
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Before You Start
10 |
Kofax Export Connector for ERP Installation Guide |
Chapter 2
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:
1On the SAP system, rename any TIFF file with a fax extension. For example, rename test.tiff to test.fax.
2Right-click the file name and select Open With > Choose Default Program.
3Select 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
1Log in to SAP as Administrator.
2Enter transaction code OAA3.
3Either 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.
4Enter the protocol name, for example, SAPHTTPD.
5Enter version 0046.
6Enter a description.
7Click Save.
Kofax Export Connector for ERP Installation Guide |
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