Owner manual

Kofax Front-Office Server Configuration Guide for SharePoint
6 Kofax, Inc.
System Requirements
Before configuring SharePoint, install Kofax Front-Office Server. Make sure that the SharePoint
server is connected on a network that is available to Kofax Front-Office Server.
Configuring SharePoint
SharePoint needs to be configured as follows before you can use it with Kofax Front-Office Server:
 Create a subsite for Kofax Front-Office Server documents.
 Set up permission levels for the SharePoint parent site and Kofax Front-Office Server
subsite. The different permission types enable you to create and modify documents at the
subsite while limiting access at the parent site.
 Create a group at the parent site and another at the subsite that uses the permission types
you created.
 Create a content type and a matching document library for Kofax Front-Office Server
documents. The content type and document library names must match.
 Create users in SharePoint and add them to both the group for the parent site and the
group for the subsite.
This section provides a basic procedure for configuring SharePoint Services 3.0. For more
information about configuring SharePoint, refer to the SharePoint documentation.
Setting Up SharePoint for Kofax Front-Office Server
This section shows how to set up the subsite, permissions types, and groups.
X To set up user permissions for Kofax Front-Office Server users in SharePoint Services
3.0
1 In Internet Explorer, type the URL for the parent SharePoint site you want to use. When
prompted, log on as an administrator.
2 Create a subsite for Kofax Front-Office Server documents as follows:
a Click Sites on the left side of the window. The All Site Content page appears.
b Click Create.
c Under Web Pages, click Sites and Workspaces. The New SharePoint Site page appears.
d Type a title, description, and a URL for the new site. Under “Select a template,” select
“Team Site.” For user permissions, select “Use same permissions as parent site.” You
can make any selections you want for Navigation and Navigation Inheritance.
e Click Create. The home page for your new subsite appears.
f Return to the parent site by clicking its link at the top of the page.
3 Create a permission level for the parent site as follows:
a On the right side of the page, select Site Actions | Site Settings. The Site Settings page
appears.
b Under Users and Permissions, click “Advanced permissions.” The Permission page
appears.
c Select Settings | Permission Levels. The Permission Levels page appears.
d Click Add a Permission Level. A page appears for creating a new permission level.
e Type a name and description of the permission level.