Kofax�Export Connector�8.3.
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Contents Legal Notice .......................................................................................................................................................................... 2 Administrator's Guide .........................................................................................................................................................5 Preface ....................................................................................................................................
Contents 4 Kofax Export Connector 8.3.
Administrator's Guide Preface This guide includes the information you need to successfully install Kofax Export Connector for SharePoint and acquaint yourself with the software. If you downloaded this export connector from the Kofax Electronic Delivery site, you can extract the files from the ISO file. Refer to the instructions on the site. Or, you may have received it as a package that includes electronic media.
Administrator's Guide Kofax Capture Developer’s Guide The Kofax Capture Developer’s Guide provides guidance and instructions for customizing Kofax Capture. Several examples and code segments are provided to demonstrate how to create custom panels, Ribbon tabs, workflow agents, modules, and scripts to enhance Kofax Capture processing. Help for Kofax Capture Kofax Capture online Help provides online assistance for system administrators and operators.
Administrator's Guide portal, 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. ▪ Product information and release news Click Product and select a product name and version. ▪ Downloadable product documentation Click Documentation and select a product name and version. ▪ Access to support tools Click Tools and select the tool to use.
Administrator's Guide Note The Kofax Capture Validation module can be used to resolve ambiguous results when making use of Managed Metadata or Lookup columns. See the Kofax Capture documentation for details. Full Control Access Not Required In general this export connector does not require full access control to the configured SharePoint site except, during configuration, to determine the available content types (both folders and documents) in dynamic destinations.
Administrator's Guide Image Support This export connector supports the following file formats / compression formats: ▪ Multipage TIFF — LZW ▪ Multipage TIFF — G4 ▪ Multipage TIFF — Group G3/2D ▪ Multipage TIFF — JPEG Compression ▪ Kofax PDF Kofax PDF Support With this export connector, you can export Kofax PDF documents into the Microsoft SharePoint repository. Kofax PDF is bundled with Kofax Capture and does not require additional software implementation.
Administrator's Guide SharePoint columns. Then, link Kofax Capture Values with each column. When defining a value, you can concatenate static text, index fields, and Kofax Capture Values. During export, it automatically associates metadata with each document exported to a SharePoint library.
Administrator's Guide File Names and Extensions of Exported Documents The export connector automatically appends a file extension of .TIF or .PDF to exported documents depending on which image type that you select. If the Name column's value contains an unexpected file name extension, the resulting file name will contain two extensions. Examples Selected image type Value of the document’s Name column Resulting file name Multipage TIFF myfile myfile.TIF Multipage TIFF myfile.tif myfile.
Administrator's Guide Location Description Document Settings Tab Specifies a SharePoint content type which displays its associated SharePoint columns. You can link Kofax Mappings, or provide static text to specific SharePoint columns of the folder. If a content type has required columns that are linked to unsupported data types, it is not displayed in the list of available content types.
Administrator's Guide WriteRepositoryId Boolean flag to set whether the CMIS Object ID should be written to the “Repository Document ID” index field. Values can be “true” or “false” (without quotes). true Note Regardless of this value, the Repository Document ID can only be written if CMIS is installed and activated on the SharePoint 2010 site. The config XML file can be placed in any of these two paths (if both exist, the first one takes precedence): 1 %APPDATA%\Kofax\KEC-SharePoint\Config.
Administrator's Guide one image in a document and you select this option, export will fail and the document will be routed to the Kofax Capture Quality Control module. Modifying the Source Code The source code for this export connector is provided and it is located in the product files. The source code can be opened, edited, and compiled in Microsoft Visual Studio.
Administrator's Guide 4 The Export Connectors window lists all available export connectors. Available export connectors are those that are registered with Kofax Capture. From the Export Connectors window, select this export connector and click Add. The Microsoft SharePoint Login Information window appears. 5 If you don't want to take advantage of single sign on, enter your custom credentials. Note that the domain name property is only used when a different Microsoft SharePoint domain is needed.
Administrator's Guide 2 Start the installation by running Setup.msi from the location to which you downloaded it. 3 Follow the instructions on the screen to install the export connector. 4 When the installation is complete, a confirmation message appears. Note Installing the export connector automatically registers it with Kofax Capture. 5 Repeat this procedure on all Administration and Export workstations that will use this export connector.
Administrator's Guide Removing the Export Connector Use the following procedures to remove the export connector from Kofax Capture and from your computer. 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 18 Kofax Export Connector 8.3.
