Kofax�Export Connector�8.2.
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Contents Legal Notice .......................................................................................................................................................................... 2 Preface .................................................................................................................................................................................... 5 Related Documentation ........................................................................................................
Contents Installing the Export Connector ...................................................................................................................................... 23 Removing the Export Connector ................................................................................................................................ 23 Removing the Export Connector from Kofax Capture ......................................................................................
Preface This guide includes the information you need to successfully install Kofax Export Connector for IBM FileNet Content Manager and acquaint yourself with the software. Related Documentation Help for Kofax Export Connector for IBM FileNet Content Manager The Help provides online assistance for system administrators and operators who are responsible for configuring the export connector.
Preface To optimize your use of the portal, go to the Kofax Customer Portal login page and click the link to open the Guide to the Kofax Support Portal. This guide describes how to access the support site, what to do before contacting the support team, how to open a new case or view an open case, and what information to collect before opening a case. ▪ Access to support tools Click Tools and select the tool to use.
Chapter 1 Overview This export connector copies document images, OCR text files, Kofax PDF documents, eDocuments, and writes data from Kofax Capture or Kofax Express into IBM FileNet Content Manager. Features This section contains information about features provided with Kofax Export Connector for IBM FileNet Content Manager. Kofax Values / IBM FileNet Content Manager Properties You can link Kofax Values to IBM FileNet Content Manager document properties and folder properties.
Overview Kofax Capture Supported Features This section gives you information about the Kofax Capture features supported by this export connector. Export Connector Information Interchange The export connector supports the Kofax Capture Export Connector Information Interchange feature, which gives the export connector the ability to pass information to other export connectors. Refer to Sharing Data Among Export Connectors for more information.
Overview Duplicate Documents Use the export connector to select the behavior to occur at export time when an exported document has the same Document Title property as another document that exists in the same folder location within the object store. You can specify that the duplicate document be exported to the object store or, if applicable, rejected to the Kofax Capture Quality Control module.
Overview ▪ PCXPackBytes Compression ▪ Kofax PDF Kofax PDF Support You can export Kofax PDF documents into the IBM FileNet Content Manager object store. Kofax PDF is included with Kofax Capture and Kofax Express and does not require additional software implementation. Note To use Kofax PDF in Kofax Express, select PDF - Portable Document Format on the Job Setup tab, in the Export group.
Overview If you export two more documents to the same IBM FileNet Content Manager object store with identical file names as the preceding exported documents, the file names appear in the Administrative Tools component as: TapDoc(1) Guide(4) When exporting documents that already exist with the same file name in the Administrative Tools component, the first duplicate document is always assigned with the number 1.
Overview Figure 1-1. Kofax Value Data Types Kofax Values The following figure lists the Kofax Values for IBM FileNet Content Manager data types. 12 Kofax Export Connector 8.2.
Overview Figure 1-2. Kofax Values Text Constants The following figure lists the supported IBM FileNet Content Manager data types for Kofax Capture text constants. Figure 1-3. Kofax Capture Text Constants Kofax Export Connector 8.2.
Overview 14 Kofax Export Connector 8.2.
Chapter 2 Information for Kofax Capture Users This chapter contains additional information that applies if you are using the Kofax Export Connector for IBM FileNet Content Manager with Kofax Capture. Binary and Object Properties Not Supported Kofax Export Connector for IBM FileNet Content Manager does not support document classes or folder classes that contain the Binary or Object properties.
Information for Kofax Capture Users Page 2: TIF Page 3: PubDoc.pdf Page 4: SQADoc.tif The following table illustrates how the pages are exported to IBM FileNet Content Manager. Supports Original File Property Multipage Image Type Single Page Image Type Kofax PDF Image Type OCR No OCR OCR TRUE No OCR OCR {Doc ID}.tif* EngDoc.xml PubDoc.pdf 1.txt {Doc ID}.tif* EngDoc.xml PubDoc.pdf EngDoc.xml EngDoc.xml {Doc ID}.pdf* 1.tif 1.tif PubDoc.pdf PubDoc.pdf EngDoc.xml SQADoc.tif SQADoc.
Information for Kofax Capture Users Kofax PDF documents exported from Kofax Capture do not use the File Name Retention feature, regardless of the configuration. Note The SupportsOriginalFileName property is not case-sensitive. File Name Considerations If the Kofax Capture File Name Retention feature is enabled, problems may develop when a new input file has the same name as a pre-existing file.
Information for Kofax Capture Users ▪ 1.tif ▪ 2.tif ▪ 3.tif ▪ 4.tif ▪ 5.tif At export time, the Kofax Capture Export module checks the document for duplicate file names. The Export module finds 1.tif, 2.tif, and 3.tif as duplicate files. The document is rejected and routed to the Kofax Capture Quality Control module. Case 2 When a multipage image file has been imported and you are exporting single page image types, all of the pages in the document have the same file name.
Information for Kofax Capture Users Sharing Data Among Export Connectors The Kofax Capture Export Connector Information Interchange feature is useful when more than one export connector has been configured for a particular batch class and document class combination. The sharing of information is accomplished by allowing the export connector to pass information to other export connectors.
Information for Kofax Capture Users Image Type eDocument Export Result Multipage image No Exports one document that contains a content element for the multipage image and a content element for the OCR full text file. Exports one document that contains a content element for the multipage image, a content element for each of the eDocuments, and then the OCR full text file is the last content element. All images are listed in the order that they are scanned or imported from Kofax Capture.
Information for Kofax Capture Users Image Type eDocument Export Result Yes Exports one document that contains a content element for the PDF image, a content element for each of the eDocuments, and then the OCR full text file is the last content element. All images are listed in the order that they are scanned or imported from Kofax Capture. The OCR full text file is always the last content element exported. Kofax Export Connector 8.2.
Information for Kofax Capture Users 22 Kofax Export Connector 8.2.
Chapter 3 Installing the Export Connector You can install the Kofax Export Connector for IBM FileNet Content Manager on a client or standalone workstation. If you have an existing version of this export connector, you must remove it before installing this version. Important To install the Kofax Export Connector for IBM FileNet Content Manager, you must have Windows administrator privileges. If you do not have administrator privileges and install this export connector, error messages may occur.
Installing the Export Connector Removing the Export Connector from the Export Connector Manager 1 In the Kofax Capture Administration module, do one of the following: ▪ For Kofax Capture 10: On the Tools tab, in the System group, click Export Connectors. ▪ For Kofax Capture 9: On the Tools menu, select Export Connector Manager. 2 In the Export Connector Manager window, select the export connector, and click Remove.
Chapter 4 Export Connector Setup This chapter gives you instructions for accessing the export connector setup window for Kofax Capture or Kofax Express. Use the setup window to specify export settings to control how documents, folders, and other information are exported to the IBM FileNet Content Manager object store. Note For more details about the setup options, refer to the online Help available from the Kofax Export Connector for IBM FileNet Content Manager Export Setup window.
Export Connector Setup http://MyServerName:9080/wsi/FNCEWS40MTOM/ https://MyServerName.MyDomainName.com:9443/wsi/FNCEWS40MTOM/ Important If you plan to connect via https, make sure a trusted certificate is installed. Note The Kofax Export Connector for IBM FileNet Content Manager supports the MTOM Web service, which is compatible with .NET 2.0. The server name is not case-sensitive. The segment after the port number is casesensitive.
Export Connector Setup Important If you plan to connect via https, make sure a trusted certificate is installed. Note The Kofax Export Connector for IBM FileNet Content Manager supports the MTOM Web service, which is compatible with .NET 2.0. The server name is not case-sensitive. The segment after the port number is casesensitive. The login information is used to log on to the IBM FileNet Content Manager object store. This information is saved and used during export.
Export Connector Setup appropriate permissions to access a particular node in the IBM FileNet Content Manager domain. Recommended Permissions To use IBM FileNet Content Manager and this export connector, we recommend that the logged-in users have the following permissions to the IBM FileNet Content Manager object store. If the user does not have the appropriate permissions assigned, export may fail and the batch/document is routed to the Kofax Capture Quality Control module.
Export Connector Setup You must also have the following security rights to use the document class: ▪ View all properties ▪ Modify all properties ▪ Create instance ▪ Read permission Export Connector Behavior The IBM FileNet Content Manager permissions may behave differently in this export connector than in the IBM FileNet Content Manager Workplace Thin Client.
Export Connector Setup 30 Kofax Export Connector 8.2.
