Kofax Capture Kofax Capture Export Connector - Documentum Administrator’s Guide January 25, 2011
© 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 Preface ............................................................................................................................................................1 Related Documentation ........................................................................................................................1 System Requirements ...................................................................................................................................1 Documentum Server Support ..............
Contents Separate Computers .......................................................................................................................7 Installation Instructions ........................................................................................................................7 Application Maintenance ............................................................................................................................7 Repairing the Export Connector .................................
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes Preface This document contains information for the using Kofax Capture with Documentum. This export connector exports document images, OCR full text files, PDF documents, eDocuments, and data to the Documentum repository. Please read these notes carefully as they contain information not included in the Help or printed documentation.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes Note At the time of publishing, this export connector was certified with the Service Packs listed above. Administration and Export Workstations – Additional Requirements The Administration and Export workstations must have the following components installed: Ascent Capture 7.5, Kofax Capture 8, or Kofax Capture 9 DFC 6.0 (API), DFC 6.5 (API),DFC 6.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes Therefore, the first export connector that runs can set this value, and subsequent export connectors can read the same value. Notice that when you are passing the RepositoryDocumentID information to a different export connector, the export connector must exist within the same document class using multiple export.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes OCR Full Text Support You can export documents processed through the Kofax Capture OCR Full Text module into your Documentum repository. eDocument Support You do not need to limit your batches to image files. eDocuments are supported for export into Documentum as renditions. Help Provided for Export Setup Online Help is installed with your export connector. It is available from the Administration module.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes {Index Operator’s Station ID} Kofax Capture Value The Kofax 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. Releasing eDocuments Only (Without Image Files) All eDocuments are exported into Documentum as rendition documents.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes 4 Store File (PDF) For complete image conversion for Image Only page content, the Adobe Acrobat Capture workflow must be called “PDF Image Only” and contain at least three steps, in this order: 1 Convert Image to PDF 2 Combine PDFs 3 Store File (PDF) Note When creating workflows, do not include manual steps such as Quick Fix Page, Review Document, and Zone Images.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes Important Notes About Installing the Export Connector You must have Windows administrator privileges. If you do not have administrator privileges and install this export connector, you may receive error messages and several of the files may not install correctly. Separate Computers You must install the Kofax Capture software and the Documentum server components on separate computers.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes 4 From the Application Maintenance window, ensure that the “Repair” option is selected and then click Next. 5 Follow the instructions on the screen to repair the export connector. 6 When the repair is complete, a message will display that indicates the export connector was successfully installed. Removing the Export Connector The Remove option will delete the export connector.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes 5 Enter your Documentum user name, password, and the desired Documentum repository. (The user name and password are case-sensitive.) Note The login information will be saved and used during Export. 6 Click OK. Setting Up the Export Connector The following sections describe the setup options. Storage Settings Tab This tab allows you to specify the storage location for your exported documents.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 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. If you ever decide to edit your batch class, you must publish your batch class again before your changes can be used. Your changes will not be applied to batches created before the new publication date.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes 1.xls 2.tif 3.tif 4.xls 5.xls 6.tif For this case, the structure in the Documentum repository would be as shown in the figure below. Figure 1. Store to a Cabinet / Folder Storing to a Virtual Document If a document to be exported contains eDocuments and the “Store to Virtual Document” option is selected on the Storage Settings tab, the following will occur: Kofax, Inc.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes 5 The newly created virtual document (from step 2 or 3) will be added to the virtual document storage location as specified on the Storage Settings tab. As an example, consider the following list of single page images and eDocument files scanned or imported into a document. Note that eDocuments are only imported. 1.xls 2.tif 3.tif 4.xls 5.xls 6.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes prompted to replace the existing file, select “Yes.” You will need to repeat this procedure on each Administration and Export workstation that will be using the Documentum export connector. Note In order to successfully modify and compile the export connector, development must occur on a workstation with the appropriate versions of Kofax Capture, CAPTools, and the Documentum DFC previously installed.
Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes 14 Kofax, Inc.
