Kofax Capture Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.
© 1994 - 2010 Kofax, Inc., 15211 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 product is protected by U.S. Patent No. 6,370,277. THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX, INC.
Contents Introduction ...................................................................................................................................................1 Additional Documentation ..................................................................................................................1 System Requirements ...................................................................................................................................
Contents Removing the Release Script ..............................................................................................................12 Logging on to the Release Script ..............................................................................................................13 Setting Up the Release Script ....................................................................................................................16 Document Settings Tab ............................................
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Introduction This document contains the release notes for the Ascent 7.0 Release Script for IBM Content Manager for iSeries, which supports DB2 Content Manager for iSeries 5.1 and DB2 Content Manager for iSeries 5.3. This release script copies document images, OCR full text files, PDF documents, and eDocuments to permanent storage and writes document/index data to your DB2 Content Manager for iSeries system.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes System Requirements The Ascent 7.0 Release Script for IBM Content Manager for iSeries requires the following components to be installed prior to installing this release script. DB2 Content Manager for iSeries Server Support The Ascent 7.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Features This section contains information about features provided with the Ascent 7.0 Release Script for IBM Content Manager for iSeries. 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.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Online Help The Ascent 7.0 Release Script for IBM Content Manager for iSeries online help is installed with your release script. It is available from the Administration module when you are setting up your release script. You can click the Help button from the Ascent 7.0 for IBM Content Manager for iSeries 5.1-5.3 — Release Setup dialog box to display help information about release options.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Custom Content Class Support Content Manager for iSeries allows you to support custom content classes that define different types of eDocuments to release. To create unique content classes, you must manually edit the DB2 Content Manager for iSeries server. X To support custom content classes 1 Find your CMRel5_v7.INI file, located in your release script installation directory of the Content Manager for iSeries folder.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Additional Information Unsupported Ascent Capture Features File Name Retention This release script does not support file name retention. Therefore, if this option is enabled then the original imported file name will not be retained and the default numeric name will be used. Tip The Ascent Capture Value “{First Page Original File Name}” allows you to retain the original file name for the first page of a document.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes OCR Full Text Options This release script allows you to select OCR full text options at release setup time. For example, you can specify that you want to release OCR full text files as part of the image or as the base of a released document. The OCR Full Text options for the release script are available on the General Settings tab.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes 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 queue to your applicable batch class. X To add the Kofax PDF Generator queue to a batch class 1 From the Create Batch Class dialog box or Batch Class Properties dialog box, select the Queues tab.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Installing the Release Script You can install the Ascent 7.0 Release Script for IBM Content Manager for iSeries on an Ascent Capture client workstation or standalone workstation. Important Note About Installation To install the Ascent 7.0 Release Script for IBM Content Manager for iSeries, you must have Windows administrator privileges.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Upgrading the Release Script If you are currently using Ascent 6.1 Release Script for IBM Content Manager, you can upgrade to the Ascent 7.0 Release Script for IBM Content Manager for iSeries, if desired. Important Note About Upgrading To upgrade to the Ascent 7.0 Release Script for IBM Content Manager for iSeries you must have Windows administrator privileges.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Application Maintenance This section describes how to repair and remove the Ascent 7.0 Release Script for IBM Content Manager for iSeries. Figure 1. Application Maintenance Dialog Box Repairing the Release Script The repair option replaces missing, renamed, or deleted files. X To repair the release script Kofax, Inc. 1 Insert your Ascent Capture Release Scripts installation CD into your CD drive.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Removing the Release Script The remove option will delete the release script. X To remove the release script 1 Insert your Ascent Capture Release Scripts installation CD into your CD drive. 2 From your Windows task bar, select Start | Run, browse to the IBM\CmiSeries5 folder on the CD, and run Setup.exe.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 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 IBM Content Manager for iSeries 5.1-5.3 Release Notes Figure 3. Ascent Capture Content Manager for iSeries Login Information Dialog Box Note The login information will be saved and used during release. 6 To prompt for a user ID and password if the release script is not able to log on to IBM Content Manager for iSeries at release time, select the “If unable to log in during release, prompt for valid login information” check box.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Figure 4. Ascent 7.0 for IBM Content Manager for iSeries 5.1-5.3 — 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 IBM Content Manager for iSeries 5.1-5.3 Release Notes Setting Up the Release Script The following sections describe the setup options available with the Ascent 7.0 Release Script for IBM Content Manager for iSeries. Note For more details about the setup options, refer to the online help available from the Ascent 7.0 for IBM Content Manager for iSeries 5.1-5.3 — Release Setup dialog box.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Folder Settings Tab This tab allows you to specify the folder structure for releasing documents in Content Manager. If not specified, the documents will release to the root of the DB2 Content Manager library server. In addition, you must specify a Content Manager index class for each folder in the folder hierarchy using Ascent Values, Document Index fields, Folder Index fields, Batch fields, and text constants. Figure 6.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Image Settings Tab This tab allows you to specify the desired image format for releasing your images. This tab also allows you to specify whether to skip the first page of each document and select an OCR full text storage option. Figure 7. Image Settings Tab 18 Kofax, Inc.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Document Routing Tab This tab allows you to route released documents to a specified DB2 Content Manager for iSeries workflow or workbasket. Figure 8. Document Routing Tab Kofax, Inc.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 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 the recommended actions for fixing the problems.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Releasing Batches With the Ascent 7.0 Release Script for IBM Content Manager for iSeries, 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 IBM Content Manager for iSeries 5.1-5.3 Release Notes Known Problems This section contains information about known problems with the Ascent 7.0 Release Script for IBM Content Manager for iSeries. Problems When Installing on Windows XP If you are installing the Ascent 7.0 Release Script for IBM Content Manager for iSeries on a Windows XP Professional workstation and you specify a mapped drive, you will receive the following error message. (SPR 31250) Error 1904.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Client Fails With "-2147417848 Method '~' object '~' failed" Error You may receive an error if you attempt to release a folder when some index class key fields have at least one space or number, and is 21 characters in length or greater. The error only appears when the key field is part of the folder's properties.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Maximum Length for Key Fields You cannot release folders when the key field value exceeds the maximum length. The maximum length for a key field value is 40 characters. (SPR 28562) Cannot create document. Document creation failed. Workaround: Make sure that the key field value does not exceed 40 characters.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Appendix A – Permissions This section identifies the required permission sets. If the user does not have the appropriate permissions assigned, release will fail and the batch will be routed to the Ascent Capture Quality Control queue. Warning Documents and/or folders cannot be rolled back until the next batch is processed.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes Release to Workbasket The following user permissions are required to route a released document to a workbasket. Table 3.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 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.
Ascent® 7.0 Release Script for IBM Content Manager for iSeries 5.1-5.3 Release Notes 28 Kofax, Inc.
