KOFAX Capture Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.
© 2005-2009 Kofax, Inc., 16245 Laguna Canyon Road, Irvine, California 92618, U.S.A. All rights reserved. Use is subject to license terms. Third-party software is copyrighted and licensed from Kofax's suppliers. This product includes software developed by the Apache Software Foundation (http://www.apache.org/). THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX, INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF KOFAX, INC.
Contents Introduction ...................................................................................................................................................7 Additional Documentation ..................................................................................................................7 System Requirements ...................................................................................................................................7 Hummingbird DM Server Support .................
Contents Search Criteria for Duplicate Folders ...............................................................................................16 DM Check Box Attributes Requires Numeric Values ....................................................................17 Releasing to Localized Versions of Hummingbird DM .................................................................17 Excluding DM Profile Attributes .................................................................................................
Contents Duplicate Folders With Public Settings ............................................................................................40 Public Setting Creates Duplicate Folders ..................................................................................40 Changing Public Setting on Hummingbird DM Server .........................................................40 Non-public Folder Created When the Public Check Box Selected ...............................................
Contents 6 Kofax, Inc.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Introduction This document contains the release notes for the Ascent 7.0 Release Script for Hummingbird DM, which supports: Hummingbird DM 5.0 Hummingbird Enterprise – DM 5.1 Hummingbird Enterprise – DM 5.1.05 (Hummingbird Enterprise 2004 – DM) Hummingbird Enterprise – DM 5.2.1 This release script releases images, OCR full text files, PDF documents, eDocuments, and index values from Ascent Capture into your DM repository.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Hummingbird DM Server Support The Ascent 7.0 Release Script for Hummingbird DM requires the following network server components: Hummingbird DM Server 5.0 (with Patch 1 and Patch 5), Hummingbird DM Server 5.1 (with Patch 4), or Hummingbird DM Server 5.1.0.5 (with Service Release 4 and Maintenance Release 4) Hummingbird DM Web Server 5.0 (with Patch 1 and Patch 7), Hummingbird DM Web Server 5.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Administration and Release Workstations – Additional Requirements The Ascent Capture Administration and Release workstations must have the following components installed: Ascent Capture 7.0, 7.5, or Kofax Capture 8 Hummingbird DM API and DM Extensions API 5.0, 5.1, 5.1.05, or 5.2.1 Hummingbird Windows Explorer DM Extension 5.0, 5.1, 5.1.05, or 5.2.1 Note We recommend that you install the Hummingbird DM 5.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Features This section contains information about features provided with the Ascent 7.0 Release Script for Hummingbird DM. Ascent Capture Value {Document GUID} The Ascent Capture Value {Document GUID} is a new value that can be used for index fields and release values. This Ascent Capture value is a type of document ID that is unique across the central site and all remote sites that comprise an Ascent Capture installation.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Versioning Options The Ascent 7.0 Release Script for Hummingbird DM supports two methods for versioning documents: Version using Document Number Instead of the Document Name: This is a feature that allows you to version your documents using the Hummingbird DM document number. The document number is created by Hummingbird DM. This feature is available on the General Settings tab.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Folder Support The Ascent 7.0 Release Script for Hummingbird DM displays folders from a selected library in a hierarchical tree view that provides an easy-to-use format for choosing the DM folder to select or create at release time. From the Ascent 7.0 Release Script for Hummingbird DM 5.0-5.1 – Release Setup dialog box, you can add, rename, and delete user-defined DM folders that have not yet been created in the DM repository.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Image Support This release script supports the following file formats/compression formats: Multipage TIFF with Group 3, Group 3/2D, and Group 4 Compression Multipage TIFF with JPEG Compression Multipage TIFF — Uncompressed JPG with JPEG Compression Kofax PDF Adobe PDF from JPEG Adobe PDF from TIFF Kofax PDF Support With the Ascent 7.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Additional Information This section contains additional information about the Ascent 7.0 Release Script for Hummingbird DM. Unsupported Ascent Capture Features Ascent 7.0 Release Script for Hummingbird DM does not support the following Ascent Capture feature. File Name Retention This release script does not support file name retention.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes {Index Operator’s Station ID} Ascent Capture Values The Ascent Capture Value {Index Operator’s Station ID} has been deprecated, and replaced by {Validation Operator’s Station ID}. It is strongly recommended that you use {Validation Operator’s Station ID} instead. Context Menu Removed From the Folder Hierarchy In the Ascent 7.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes “Yes” for the user you specified at release setup to create and remove folders on the Hummingbird DM server. Can Create New Documents: allows the user to create documents Can Create Folders: allows the user to create folders Can Create/Remove Public Folders: allows the user to create and remove public folders.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes DM Check Box Attributes Requires Numeric Values The Hummingbird DM release script allows you to establish links between DM index fields and Ascent Values. However, the DM check box data type only accepts numeric string values. You must use “1” for a checked value and any other numeric string value for an unchecked value (for example, “0” or “2”). Note The numeric values must be in quotation marks.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes 2 On the File menu, click New and then Text Document. 3 Rename the file to ACFusion.INI. 4 Right-click the ACFusion.INI file in the Ascent folder, and select “Open with” from the context menu. Use any text editor to edit this file. 5 Insert a section heading titled [Profile Display Names]. This section heading lists the column names to exclude from display. Columns are derived from the SQL column attributes.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Sharing Data Among Release Scripts The Ascent Capture Release Script Information Interchange feature is useful when more than one release script has been configured for a particular batch class and document class combination. The sharing of information is accomplished by allowing the release script to pass information to other release scripts.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes 3 Click Apply to save your settings without closing the dialog box. Click OK to save your settings and close the dialog box. For more information about OCR full text processing, refer to the Getting Started with Ascent Capture guide. Kofax PDF Options To release Kofax PDF documents, you must enable Ascent Capture Kofax PDF generation in your applicable document class and add the Kofax PDF Generator module to your applicable batch class.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Adobe Acrobat Capture and the Ascent Capture Release Workstation Installations During the conversion process, communication must occur between Adobe Acrobat Capture and the Ascent Capture Release module. However, due to timing conflicts, Adobe Acrobat Capture and Ascent Capture cannot be run at the same time on a workstation. Therefore, Adobe Acrobat Capture and Ascent Capture must be installed on separate workstations on the same LAN.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Multipage TIFFs If you are releasing multipage TIFFs, you must use the Split Multipage TIF step in your Adobe Acrobat Capture workflow. Releasing from Multiple Ascent Capture Standalone Workstations If you use multiple Ascent Capture standalone workstations and one Adobe Acrobat Capture hub, you must create unique Adobe Acrobat Capture “workflows” and “watched folders” for each Ascent Capture standalone workstation.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Installing the Release Script You can install the Ascent 7.0 Release Script for Hummingbird DM on an Ascent Capture client workstation or standalone workstation. Important Note About Installation To install the Ascent 7.0 Release Script for Hummingbird DM you must have Windows administrator privileges.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Note The Ascent 7.0 Release Script for Hummingbird DM will not upgrade your projects to folders during the upgrade process. We recommend that you use the Hummingbird DM Folder Conversion Utility provided by Hummingbird that converts your projects into folders. For more information on the Hummingbird DM Folder Conversion Utility, refer to your Hummingbird DM Suite Installation Guide.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Application Maintenance This section describes how to repair and remove the Ascent 7.0 Release Script for Hummingbird DM. Users with full administrative privileges can: Install the release script Remove the release script (from Add or Remove Programs or Application Maintenance) Repair the release script (from Application Maintenance) Users with Power User privileges can repair the release script from Application Maintenance.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Removing the Release Script The Remove option will delete the release script. X To remove the release script 1 Insert your Ascent 7.0 Release Scripts for Hummingbird DM 5.0-5.1 installation CD into your CD drive. 2 From your Windows task bar, select Start | Run, browse to the Hummingbird\DM5 folder on the CD, and run Setup.exe.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Logging on to the Release Script Once you have associated a document class with a batch class in Ascent Capture, you may specify the release script to use when releasing your images, OCR full text files, PDF documents, eDocuments, and index data. X To log on to the release script 1 Start the Ascent Capture Administration module. The module’s main screen will display.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Figure 3. DM Login Information Dialog Box The Library Name combo box lists the default primary library and all available remote and independent libraries. If this is the first time you are logging on to the Hummingbird DM release script, then this setting defaults to the primary library. Notice that the library name you choose will display in the title bar of the Ascent 7.0 Release Script for Hummingbird DM 5.0-5.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Figure 4. Ascent 7.0 Release Script for Hummingbird DM 5.0-5.1 — Release Setup Dialog Box 8 Kofax, Inc. Refer to the next section, Setting Up the Release Script, for information about the set up options.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Setting Up the Release Script The following sections describe the setup options available with the Ascent 7.0 Release Script for Hummingbird DM. Note For more details about the setup options, refer to the Help available from the Ascent 7.0 Release Script for Hummingbird DM 5.0-5.1 — Release Setup dialog box.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Folder Settings Tab This tab allows you to specify or create a DM folder location for your released documents. At release, the released documents will be linked to the selected folder. Figure 6. Folder Settings Tab Kofax, Inc.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Security Settings Tab The options on this tab allow you to specify which DM groups and users will have access to the released documents and/or user-defined folders. In addition, you can specify the profile access rights for the selected DM groups and users. Figure 7. Security Settings Tab 32 Kofax, Inc.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Image Format Tab This tab allows you to specify the desired image formats for releasing your images. You can specify a primary format and a secondary format. If Adobe PDF is selected as an image format, the PDF Settings on this tab will become available for selection. Figure 8. Image Format Tab Kofax, Inc.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes General Settings Tab This tab allows you to specify a temporary storage location to be used at release time, and specify whether to skip the first page of each document at release. You may want to skip the first page if you are using standalone separator sheets to separate your documents, and you do not want to release scanned images of the separator sheets.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Publishing a Batch Class After you select all your batch class settings, you must publish your batch class before you can use it. The publishing process checks the integrity of the settings in your batch class, and makes the batch class available for use. If problems are found with any of the settings, error and warning messages will display along with recommended actions for fixing the problems.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Releasing Batches With the Ascent 7.0 Release Script for Hummingbird DM, the Ascent Capture Release module will process batches based on the settings of the associated batch classes. The Release module is responsible for releasing documents, as well as index data using the attributes defined during release setup.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Known Problems This section contains information about known problems with the Ascent 7.0 Release Script for Hummingbird DM. Problems When Installing on Windows XP If you are installing the Ascent 7.0 Release Script for Hummingbird DM on a Windows XP Professional workstation and you specify a mapped drive, you will receive the following error message. (SPR 31250) Error 1904. Module failed to register. HRESULT –2147467259.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Document Released to Last Converted Folder is Not Viewable Due to a limitation with the Hummingbird DM Folder Conversion Utility in version 5.0, you will not be able to directly view a document in the last converted folder in a hierarchy of converted folders. In other words, if you use the Conversion Utility to convert nested projects into folders, you will not be able to view the document in the last converted folder.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes eDocument Name Not Preserved at Release Ascent Capture releases eDocuments as attachments. This means that the original file name of the eDocument is renamed and displayed in Hummingbird DM as a 3-digit hexadecimal number. Note that the original eDocument file extension is retained and used in the final name.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Duplicate Folders With Public Settings At release setup, you can enable the “Public” check box for a user-defined folder, which is available from the Folder Settings tab. When this option is enabled, it allows all users to view, edit, create, or delete a user-defined DM folder. Public Setting Creates Duplicate Folders Duplicate folders may be created with the Public check box enabled in release setup.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Non-public Folder Created When the Public Check Box Selected Note This problem applies to Hummingbird DM 5.0. If you have not been granted access rights on the Hummingbird DM server to create a public folder, the release script will automatically create a non-public folder at release. This problem is more evident when the following permissions are set on the Hummingbird DM server.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Figure 11. Select a Version To Publish Dialog Box Workaround: If this occurs, your DM system administrator can adjust the Group Versions settings on the Hummingbird DM server by setting the “Always Display Version Selection List” drop-down list box to “No.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Possible Memory Leak When Releasing Documents When releasing a large number of documents to an existing folder, you may experience a possible memory leak. In this case, you will notice that the system performance will be considerably slower. The problem is more evident on a system where system resources are low.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Multiple Release Problems The following sections describe a couple of known multiple release problems. Using Duplicate User Names If you attempt to run multiple DM release scripts from one workstation using different user names, the release script will use the login properties from the last logged in user.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Appendix A – Data Type Conversion The tables in this appendix map Ascent Capture data types to Hummingbird DM data types, and indicate which combinations are valid. Refer to your Ascent Capture Help for more information about Ascent Capture data types (Ascent Capture Help keyword: Data types). You can display Ascent Capture Help from the Help menu available from any Ascent Capture module.
Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes Appendix B – 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.
