Kofax Capture Kofax Capture 8.0 Release Script for FileNet Content Manager 5.
© 1994 - 2011 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 ...................................................................................................................................................5 Additional Documentation ..................................................................................................................5 Technical Assistance for Your Kofax Product ...................................................................................5 System Requirements ...................................................
Contents Viewing Duplicate Documents in FileNet Content Manager Administrative Tools ................14 File Name Retention Feature .............................................................................................................14 Behavior of the SupportsOriginalFileName Property ............................................................15 File Name Considerations ..................................................................................................................
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Introduction This document contains the information for the Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0, which supports FileNet Content Manager versions 4.0, 4.5, and 5.0 and is also compatible with Kofax Capture 9.0. This release script copies document images, OCR full text files, Kofax PDF documents, eDocuments, and writes data from Kofax Capture into FileNet Content Manager.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide System Requirements The Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 requires the following components to be installed prior to installing this release script. FileNet Content Manager Server Support The Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 requires the following network server components: FileNet Content Manager Content Engine version 4.0, 4.5, or 5.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide X To modify the release script 1 Install the FileNet Content Manager release script. Refer to Installing the Release Script on page 20 for the installation instructions. When you install the FileNet Content Manager release script, you will install the required components referenced in the source code. 2 Open the FileNet Content Manager release script project.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide 4 Register the Kofax.P8Rel50_V80.ConnectorInterface.dll and the Kofax.P8Rel50_V80.ConnectorInterfaceFactory.dll by invoking the regasm command in the command line prompt. The command to register these dll’s is: regasm.exe [InstallDir]\ /codebase /tlb For example: regasm.exe C:\Program Files\Kofax\CaptureSS\ServLib\Cap\P8Rel50_V80\Kofax.P8Rel50_V80.Connector Interface.dll /codebase /tlb RegAsm.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Document Storage With the Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0, you can specify new or existing folders for storing documents in the FileNet Content Manager object store for release. You can use Kofax Capture Kofax Values to specify a document name or folder name.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Duplicate Documents The Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 allows you to select the behavior to occur at release time when a released document has the same Document Title property as another document that exists in the same folder location within the FileNet Content Manager object store.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide If Binary and/or Object properties are required and are part of the selected document or folder class, you will receive an error message at release setup when you attempt to select the document or folder class. In addition, you will not be able to select the document or folder class.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Invalid Folder Name Characters The Folder Name property cannot contain the following characters: Asterisk (*) Backslash (\) Colon (:) Greater than sign (>) Less than sign (<) Pipe (|) Question mark (?) Quotation marks (“) Slash mark (/) Multi-value Separator Option The Multi-value separator option as specified on the General Settings tab, allows you to enter only valid printable ASCII characters.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Viewing Content Elements In FileNet Content Manager, if you attempt to view the content elements of a released document, you will only be able to directly view the first content element in the list. In order to view the remaining content elements, you must open the properties of the released document and select the Content Element tab. Then, double-click on any one of the content elements in the list to view.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide For more information about the Release Properties window, see the Kofax Capture Help (Ascent Capture Help keyword: Release Properties window). You can display Kofax Capture Help from the Help menu available from any Kofax Capture module. Alternatively, you can click Start | Programs | Kofax Capture | Kofax Capture Help.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide the {Document ID} value. The {Document ID} is a unique, sequential number associated with the page and is assigned by Kofax Capture. If the content element has been imported, the content element will retain the original file name and file extension.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide The document already contains the following imported files: 1.tif 2.tif 3.tif Now, the document contains the following: 1.tif 2.tif 3.tif 1.tif 2.tif 3.tif 4.tif 5.tif At release, the Kofax Capture Release module will check the document for duplicate file names. The Release module will find 1.tif, 2.tif, and 3.tif as duplicate files. The document will be rejected and routed to the Kofax Capture Quality Control module.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Sharing Data Among Release Scripts The Kofax 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 scripts to pass information to other release scripts.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide To release eDocuments, you must enable the “Allow import of eDocument files” option on the Kofax Capture Batch Class Properties window. To release OCR full text files, you must enable the “Release 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.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide X To add the OCR Full Text module to a batch class 1 From the Create Batch Class window or Batch Class Properties window, select the Queues tab. 2 Select OCR Full Text from the list of Available Queues, and click Add. 3 Click Apply to save your settings without closing the window. Click OK to save your settings and close the window.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Before you install the Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0, refer to System Requirements on page 6 for information about installation requirements. Installation Instructions Use the following instructions to install the Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0. X To install the release script 1 Access your release script installation media.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Removing the Release Script The Remove option will delete the release script. X To remove the release script 1 Access the installation media. 2 From your Windows task bar, select Start | Run, browse to the FileNet\CM5 folder, and run Setup.exe. 3 Setup will detect an existing installation and the Application Maintenance window appears. 4 From the Application Maintenance window, select Remove and then click Next.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide 4 The Release Scripts window lists all available release scripts. Available release scripts are those that are registered with Kofax Capture. From the Release Scripts window, select the “Kofax Capture 8.0 FileNet Content Manager 5.0” release script and click Add. The FileNet Content Manager Login Information window appears. 5 Enter your FileNet Content Manager user name and password.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Setting Up the Release Script The following sections describe the setup options available with the Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0. Note For more details about the setup options, refer to the Help available from the Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 – Release Setup window. Table 3.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide 5 If no problems are detected, the message “Publishing successful” appears. If problems are detected, error and/or warning messages appear along with the recommended actions to resolve the problems. Perform the recommended actions, and then try to publish the batch class again. Run some sample batches through the system to test the operation of the release script.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Refer to your Kofax Capture Help for more information about Kofax Capture data types. You can display Kofax Capture Help from the Help menu available from any Kofax Capture module. Valid Boolean Formats The valid Boolean formats include the following: Any non-zero number and “TRUE” “0” and “FALSE” Note The Boolean values (TRUE or FALSE) are not case-sensitive.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Figure 2. Kofax Capture Values Text Constants The following figure lists the supported FileNet Content Manager data types for Kofax Capture text constants. Figure 3. Kofax Capture Text Constants FileNet Content Manager Permissions The following use case scenarios provide a quick reference for setting up permissions in FileNet Content Manager. It lists the following: Kofax, Inc.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Recommended permissions to the FileNet Content Manager object store. Information about the release script behavior and FileNet Content Manager permissions. Refer to the documentation that came with your FileNet Content Manager product for more details about FileNet Content Manager permissions.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Refer to the documentation that came with your FileNet Content Manager product for more details about FileNet Content Manager permissions. Caution FileNet Content Manager group permissions override individual user permissions. In addition, documents do not inherit permissions from their parents when using the release script.
Kofax Capture 8.0 Release Script for FileNet Content Manager 5.0 Administrator’s Guide Release Script Behavior The FileNet Content Manager permissions may behave differently in this release script than in the FileNet Content Manager Workplace Thin client.
