Kofax Export Connector 8.2.
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Contents Legal Notice .......................................................................................................................................................................... 2 Preface .................................................................................................................................................................................... 5 Related Documentation ........................................................................................................
Contents Removing the Export Connector ................................................................................................................................ 19 Removing the Export Connector from Kofax Capture ...................................................................................... 19 Removing the Export Connector from Kofax Express ....................................................................................... 20 Repairing the Export Connector ..............................
Preface This guide includes the information you need to successfully install Kofax Export Connector for IBM FileNet Content Manager and acquaint yourself with the software. Related Documentation Help for Kofax Export Connector for IBM FileNet Content Manager The Help provides online assistance for system administrators and operators who are responsible for configuring the export connector.
Preface 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.
Chapter 1 Overview This export connector copies document images, OCR text files, Kofax PDF documents, eDocuments, and writes data from Kofax Capture or Kofax Express into IBM FileNet Content Manager. Features This section contains information about features provided with Kofax Export Connector for IBM FileNet Content Manager. Kofax Values / IBM FileNet Content Manager Properties You can link Kofax Values to IBM FileNet Content Manager document properties and folder properties.
Overview Kofax Capture Supported Features This section gives you information about the Kofax Capture features supported by this export connector. File Name Retention The export connector supports the Kofax Capture File Name Retention feature, which is used to retain the original imported file name. Refer to File Name Retention Feature for more information. SecurityBoost The Kofax Export Connector for IBM FileNet Content Manager supports the Kofax Capture SecurityBoost feature.
Overview Export Working Folder The export connector requires that you set up a temporary storage location to copy document images at export time. Your images reside in this location temporarily as they are transferred from Kofax Capture or Kofax Express to the object store. If the export working folder does not exist at export setup, you are given the option to create the specified folder or select a different folder. If the folder does not exist at export time, the folder is automatically created.
Overview Note To use Kofax PDF in Kofax Express, select PDF - Portable Document Format on the Job Setup tab, in the Export group. You can save Kofax PDF documents in the following output types: ▪ PDF Image Only ▪ PDF Image + Text OCR Full Text Support You can export documents processed through the Kofax Capture OCR Full Text module into the object store. Refer to OCR Full Text Options for more information. eDocument Support Kofax Capture eDocuments are supported for export into IBM FileNet Content Manager.
Overview additional duplicate document increases the number by one whole number (for example: 2, 3, 4). This behavior does not occur in the IBM FileNet Content Manager Workplace Thin Client. For more information, refer to the documentation for your IBM FileNet Content Manager product. Data Type Compatibility The figures in this section map Kofax data types to IBM FileNet Content Manager data types, and indicate which combinations are valid.
Overview Kofax Values The following figure lists the Kofax Values for IBM FileNet Content Manager data types. Kofax Values Text Constants The following figure lists the supported IBM FileNet Content Manager data types for Kofax Capture text constants. Kofax Capture Text Constants 12 Kofax Export Connector 8.2.
Chapter 2 Information for Kofax Capture Users This chapter contains additional information that applies if you are using the Kofax Export Connector for IBM FileNet Content Manager with Kofax Capture. Binary and Object Properties Not Supported Kofax Export Connector for IBM FileNet Content Manager does not support document classes or folder classes that contain the Binary or Object properties.
Information for Kofax Capture Users Page 4: SQADoc.tif The following table illustrates how the pages are exported to IBM FileNet Content Manager. Supports Multipage Image Type Original File Property TRUE Single Page Image Type Kofax PDF Image Type OCR No OCR OCR No OCR OCR {Doc ID}.tif* {Doc ID}.tif* EngDoc.xml EngDoc.xml {Doc ID}.pdf* {Doc ID}.pdf* EngDoc.xml EngDoc.xml 1.tif 1.tif EngDoc.xml EngDoc.xml PubDoc.pdf PubDoc.pdf PubDoc.pdf PubDoc.pdf PubDoc.pdf PubDoc.pdf SQADoc.
Information for Kofax Capture Users File Name Considerations If the Kofax Capture File Name Retention feature is enabled, problems may develop when a new input file has the same name as a pre-existing file. When exporting new input files with the File Name Retention feature enabled, the Kofax Capture Export module checks the batch to see if pre-existing image files (including eDocuments) have the same name as the new input file. Each document in the batch is checked to avoid duplicate file names.
Information for Kofax Capture Users At export time, the Kofax Capture Export module checks the document for duplicate file names. The Export module finds 1.tif, 2.tif, and 3.tif as duplicate files. The document is rejected and routed to the Kofax Capture Quality Control module. Case 2 When a multipage image file has been imported and you are exporting single page image types, all of the pages in the document have the same file name.
Information for Kofax Capture Users ▪ To export eDocuments, you must select the Allow import of eDocument files setting on the Kofax Capture Batch Class Properties window. ▪ To export OCR full text files, you must select the Export OCR with document option on the Image Settings tab. In addition, you must enable Kofax Capture OCR full text processing in your applicable document class and add OCR Full Text module to your applicable batch class.
Information for Kofax Capture Users Image Type 18 eDocument Export Result Yes Exports one document that contains a content element for the PDF image, a content element for each of the eDocuments, and then the OCR full text file is the last content element. All images are listed in the order that they are scanned or imported from Kofax Capture. The OCR full text file is always the last content element exported. Kofax Export Connector 8.2.
Chapter 3 Installing the Export Connector You can install the Kofax Export Connector for IBM FileNet Content Manager on a client or standalone workstation. If you have an existing version of this export connector, you must remove it before installing this version. Important To install the Kofax Export Connector for IBM FileNet Content Manager, you must have Windows administrator privileges. If you do not have administrator privileges and install this export connector, error messages may occur.
Installing the Export Connector Removing the Export Connector from the Export Connector Manager 1 In the Kofax Capture Administration module, do one of the following: ▪ For Kofax Capture 10.x: On the Tools tab, in the System group, click Export Connectors. ▪ For Kofax Capture 9: On the Tools menu, select Export Connector Manager. 2 In the Export Connector Manager window, select the export connector, and click Remove.
Chapter 4 Export Connector Setup This chapter gives you instructions for accessing the export connector setup window for Kofax Capture or Kofax Express. Use the setup window to specify export settings to control how documents, folders, and other information are exported to the IBM FileNet Content Manager object store. Note For more details about the setup options, refer to the online Help available from the Kofax Export Connector for IBM FileNet Content Manager Export Setup window.
Export Connector Setup Important If you plan to connect via https, make sure a trusted certificate is installed. Note The Kofax Export Connector for IBM FileNet Content Manager supports the MTOM Web service, which is compatible with .NET 2.0. The server name is not case-sensitive. The segment after the port number is casesensitive. The login information is used to log on to the IBM FileNet Content Manager object store. This information is saved and used during export.
Export Connector Setup Note The Kofax Export Connector for IBM FileNet Content Manager supports the MTOM Web service, which is compatible with .NET 2.0. The server name is not case-sensitive. The segment after the port number is casesensitive. The login information is used to log on to the IBM FileNet Content Manager object store. This information is saved and used during export.
Export Connector Setup Recommended Permissions To use IBM FileNet Content Manager and this export connector, we recommend that the logged-in users have the following permissions to the IBM FileNet Content Manager object store. If the user does not have the appropriate permissions assigned, export may fail and the batch/document is routed to the Kofax Capture Quality Control module. Refer to the documentation that came with your IBM FileNet Content Manager product for more details about permissions.
Export Connector Setup ▪ Read permission Export Connector Behavior The IBM FileNet Content Manager permissions may behave differently in this export connector than in the IBM FileNet Content Manager Workplace Thin Client. For example, if you give access permissions to the User-defined Document Class node and do not give access to the Document Class node (also known as the system class node in IBM FileNet Content Manager), the export fails with an error.
Export Connector Setup 26 Kofax Export Connector 8.2.
