Kofax Transformation Modules 3.5 User Manual

© 2006-2008 Kofax, Inc., 16245 Laguna Canyon Road, Irvine, California 92618, U.S.A. All
right reserved. Portions © 2002-2006 Kofax Development GmbH. Portions © 1997-2006 Ko­fax Development UK Ltd. All Rights Reserved. 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. 5,159,667.
THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SE-

CRETS OF KOFAX, INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED
WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF KOFAX, INC.

Kofax, the Kofax logo, Ascent Xtrata Pro, INDICIUS, Xtrata, Kofax Transformation Modules,
Ascent Capture, Kofax Capture, VirtualReScan, the “VRS VirtualReScan” logo, and VRS are
trademarks or registered trademarks of Kofax, Inc. or its affiliates 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.

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Contents

How to Use This Guide ................................................................ v

Introduction ........................................................................... v

Related Documentation ............................................................. v

Training ............................................................................... vi

Kofax Technical Support .......................................................... vi

Overview .................................................................................... 1

System Requirements .................................................................. 3

Minimum Hardware Requirements ................................................ 3

Recommended Hardware Requirements for Project Builder and Valida-

tion ..................................................................................... 3

Recommended Hardware Requirements for Server ............................. 4

Certified Operating Systems ........................................................ 4

Certified Versions of Kofax Capture .............................................. 5

Direct X 9.0 C ........................................................................ 5

Installation .................................................................................. 7

Important Installation Notes ........................................................ 7

Installing Kofax Transformation Modules ........................................ 7

Registering Custom Modules or Release Script ................................ 13

Additional Setup .................................................................... 14

Maintenance ......................................................................... 15

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How to Use This Guide

Introduction

Kofax Transformation Modules is a complete system for processing structured, se­mi-structured, and unstructured documents within the Kofax Capture workflow. Ko­fax Capture's document and data capture capabilities are enhanced by the advanced
intelligent document processing abilities of Kofax Transformation Modules. Kofax
Transformation Modules provides methods for hierarchical, content-based classifi­cation, and the free-form field extraction of documents. User-friendly validation al­lows manual correction of the processed documents and additional features, such as
online learning, guarantee a continuous improvement of the extractions results.

This guide contains information about installing Kofax Transformation Modules and
is provided for system administrators. This guide assumes that you have a thorough
understanding of Windows standards and interfaces, and Kofax Capture.

Kofax Transformation Modules consists of a set of components, either Kofax Cap­ture custom modules or additional tools. In this documentation, the components are
also referred to by their module or tool name, omitting the product name as a prefix.

Related Documentation

In addition to this Installation Guide for Kofax Transformation Modules, the follow­ing documentation is available.

User Guide for Kofax Transformation Modules

This user guide gives an overview of Kofax Transformation Modules. It contains in­formation about the modules and how to use them as well as detailed information
about the technology provided by Kofax Transformation Modules.

Using the Kofax Transformation - Knowledge Base Administration

This guide contains information about training, creating and managing knowledge
bases for invoice or standard projects.

Kofax Transformation Modules Installation Guide v

Online Help

Kofax Transformation Modules online help is available from the application compo­nents as follows:

• From any of the Kofax Transformation Modules components, click Help from
the toolbar or select Help | Contents (or Index) from the menu bar.

• From any application window, click Help to display context sensitive help in­formation for the window.

Scripting Online Help

Information about scripting is available from the Help menu of any Project Builder
interface that allows you to write or access scripts. Select Help and then the desired
help component.

Kofax Transformation Modules Release Notes

Late-breaking product information is available from the release notes. You should
read the release notes carefully, as they contain information that may not be included
in other Kofax Transformation Modules documentation.

Training

Kofax offers a variety of training options that will help you make the most of your
software. Visit the Kofax Web site at www.kofax.com for complete details about the
available training options and schedules.

Kofax Technical Support

For additional technical information about Kofax products, visit the Kofax Web site
at www.kofax.com and select an appropriate option from the Support menu. The Ko­fax Support pages provide product-specific information, such as current revision lev­els, the latest drivers and software patches, online documentation and user manuals,
updates to product release notes (if any), technical tips, and an extensive searchable
knowledge base.

The Kofax Web site also contains information that describes support options for Ko­fax products. Please review the site for details about the available support options.

vi Kofax Transformation Modules Installation Guide

If you need to contact Kofax Technical Support, please have the following informa­tion available:

• Kofax Transformation Modules software version

• Kofax Capture and Kofax Capture Network Server software versions

• Operating system and service pack version

• Network and client configuration

• Copies of your error log files

• Scanner make and model

• Scanner engine (board) type

• Special/custom configuration or integration information

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