Kofax Export Connector 8.1.
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Contents Administrator's Guide .........................................................................................................................................................5 Overview ...........................................................................................................................................................................5 Features .......................................................................................................................................
Contents 4 Kofax Export Connector 8.1.
Administrator's Guide This document gives you information about installing Kofax Export Connector for Documentum Content Server, which exports document images, OCR full text files, PDF documents, eDocuments, and data to a Documentum Content Server repository. Overview With Kofax Export Connector for Documentum Content Server, batches are processed based on export settings. Documents and index data are exported to your repository based on the settings defined during export setup.
Administrator's Guide Integrated Export Connector This export connector provides an easy-to-use setup window available from the Kofax Capture Administration module or the Kofax Express Job Setup tab. Use the window to specify export settings to control how documents are exported into your Documentum Content Server repository.
Administrator's Guide Getting Help for Kofax Products Kofax regularly updates the Kofax Support site with the latest information about Kofax products. To access some resources, you must have a valid Support Agreement with an authorized Kofax Reseller/Partner or with Kofax directly. Use the tools that Kofax provides for researching and identifying issues. For example, use the Kofax Support site to search for answers about messages, keywords, and product issues. To access the Kofax Support page, go to www.
Administrator's Guide DFS Must Exist on the Server With this version of the export connector, Documentum Foundation Services (DFS) 7.1 must be installed on the server. This requirement does not apply to the export destination computer. Be sure to verify that the DFS web service is running on the server and that the correct address and port are specified for the service endpoints. For details, see the DFS Development Guide.
Administrator's Guide Removing the Export Connector from a Batch Class 1 In the Kofax Capture Administration module, on the Batch tab, expand the batch class to view associated document classes. 2 Right-click the applicable document class, and select Export Connectors. 3 On the Assigned Export Connectors list, select the export connector and click Remove.
Administrator's Guide The Options window appears. 3 On the Options window, click Export Connectors. 4 On the Export Connectors list, select the name of the connector to unregister, and click Remove. The Export Connectors list is refreshed, and the export connector is no longer available for use with Kofax Express. Removing the Export Connector from Your Computer You can use Control Panel options to remove the export connector, or you can follow these instructions: 1 Run the .
Administrator's Guide 5 On the Available Export Connectors list, select Kofax Export Connector for Documentum Content Server and click Add. The login window appears. 6 Enter the Site URL for the server where the DFS web service is installed, along with the user name, password, and repository name. Site URL Examples: http://servername:port/dfs http://servername:port/my-dfs-71 Other formats such as servername:port are not valid. The port for the embedded application server is often 9080.
Administrator's Guide 10 Click Connectors. The Export Connectors - screen appears. 11 On the Available Export Connectors list, select Kofax Export Connector for Documentum Content Server to assign it to the document type, and click Add. The Kofax Export Connector for Documentum Content Server login screen appears. 12 Enter the Site URL for the server where the DFS web service is installed, along with the user name, password, and repository name.
Administrator's Guide Information messages display a list of changes to the settings and custom properties. 7 Click OK to clear the information messages. Exporting eDocuments The following sections describe how eDocuments are exported to the Documentum Content Server repository, based on their storage location: a specified cabinet, folder or virtual document.
Administrator's Guide Store to a Cabinet / Folder Storing to a Virtual Document If a document to be exported contains eDocuments and Store to Virtual Document is selected on the Storage Settings tab, the following occurs: 1 The virtual document specified on the Storage Settings tab is checked out, versioned, and checked back into the Documentum Content Server repository. 2 Each image, if available, is added to a newly created document object.
Administrator's Guide 5 The newly created virtual document (from step 2 or 3) is added to the virtual document storage location as specified on the Storage Settings tab. 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 .tif In this case, the structure in the Documentum Content Server repository would be similar to the following figure.
Administrator's Guide Kofax Capture OCR Full Text Options To export OCR full text files, you must enable Kofax Capture OCR full text processing in the applicable document class and add the OCR Full Text module to the workflow for the applicable batch class. {Index Operator’s Station ID} Kofax Value The Kofax Value {Index Operator’s Station ID} has been deprecated and replaced by {Validation Operator’s Station ID}. We strongly recommend that you use {Validation Operator’s Station ID}.
