This appendix covers the following topics:
This section provides an introduction to Kofax Capture Export Connector to WebCenter Content information.
This information is intended for system administrators who need to install the Kofax Capture component and also to configure Kofax index fields, WebCenter Content check-in parameters, and output file settings. Instructions for using Adobe Acrobat Capture and setting global options are also provided. This document assumes that the product has been installed correctly and that you are familiar with Oracle products in general and the overall architecture of WebCenter Content.
The information is subject to change as the product technology evolves and as hardware, operating systems, and third-party software programs are created, updated, or otherwise modified.
This section covers the following topics:
The Kofax Capture 11gR1 component is compatible with WebCenter Content 11gR1.
The Kofax Capture Export Connector 11gR1 component is compatible with Kofax Ascent Capture 8 and 9. Earlier versions of Kofax Ascent Capture are not supported.
This section covers the following topics:
The basic installation procedure consists of the following tasks:
Installing Oracle WebCenter Content Server. For installation information, refer to your WebCenter Content installation documentation.
Installing Kofax Capture as a standalone or server version. (The server version requires at least one client system.) For installation information, refer to your Kofax Capture documentation.
Installing the Kofax Capture Export Connector component on the Kofax Capture standalone or server system. For more information, see Installing Kofax Capture Export Connector.
(Optional) Installing and configuring Adobe Acrobat Capture. For installation and configuration information, refer to your Adobe Acrobat Capture documentation.
Configuring Kofax Capture Export Connector for use with Kofax Capture (and optionally, with Acrobat Capture). For configuration and user information, see Using Kofax Capture Export Connector - Oracle WebCenter Content.
Complete the following checklist before continuing:
Specify a user and password to use to check all scanned documents in to Oracle WebCenter Content Server, taking into account the following scenarios:
User has maximum access.
If scanned documents will be checked in to all areas of Content Server, then ensure that the user is a system administrator with Admin rights to all security groups.
User has minimal access.
If scanned documents will be checked in to a limited area of Content Server, then ensure that the user has Write access to the necessary security groups.
User must adjust Author content information field.
If you want the person performing the scan to adjust the Author content information field to reflect the author of the document, then ensure that the user has Admin access to the necessary security groups.
Record the user name and password. You will enter these names during the new installation procedure. For more information, see Instructions for an Update Installation.
Identify the server host name (or IP address) of the Content Server instance. The server name can be found on the Configuration Information page of the Content Server instance. You will enter this name during the new installation procedure. For more information, see Instructions for a New Installation.
If you are installing Kofax Capture Export Connector for use with a proxied instance of Content Server, identify the relative web root from the Configuration Information page of the proxied instance. For example, cs
(without forward slashes). You will enter this name, if necessary, during the new installation procedure. For more information, see Instructions for a New Installation.
This section includes step-by-step instructions for installing Kofax Capture Export Connector. The procedures for new and update installs are not the same. Please follow the install procedure that corresponds to your current configuration. This section covers the following topics:
If you are upgrading from a previous version of the Kofax Capture Export Connector (or Ascent Capture, if an older version), you must perform these tasks before installing the new version:
To unassign document classes and then delete the previous release script:
To remove the existing batch class:
Note:
Before proceeding, it is recommended that you review and note any customizations that were done to the document classes in the batch class, and back up the existing batch class before deleting it.
To remove the Kofax Capture Export Connector:
You may now proceed to Instructions for a New Installation.
To configure Kofax Capture for use with Kofax Capture Export Connector:
If Kofax Capture Export Connector is installed on a Kofax Capture client system, copy files from the client system to the server system.
Configure the Kofax Capture client system to use Kofax Capture Export Connector.
If Kofax Capture Export Connector was not installed in the default directory, configure the image folder path in Kofax Capture.
This section covers the following topics:
If you are installing Kofax Capture Export Connector on a Kofax Capture client system, certain Legacy files from the first Kofax Capture client system must be copied to the Kofax Capture server system.
Note:
You do not need to perform these tasks for additional client systems. However, Kofax Capture must be installed on any other client systems that run the Administration module.
To configure your client Kofax Capture Export Connector instance:
StellentRel
directory, located in Kofax install Dir
\Bin\
.\Ascent
directory. For example, \\
servername
\
shared directory name
\Ascent\Bin\
.Configuring Kofax Capture to use Kofax Capture Export Connector involves the following tasks:
StellentRel
directory, select StellentRel.inf
, and click Open.After installing the release script, perform the following steps from the Kofax Capture Administration dialog.
OracleWebCenterBatch.cab
and click Open. Unpacking is performed.ScansOracleWebCenter
and ScansOracleWebCenterParam
listed as Available Batch Classes.ScansOracleWebCenter
and ScansOracleWebCenterParam
are now displayed in the Batch tab on the Kofax Capture Administration dialog.After importing the batches, perform the following steps from the Kofax Capture Administration dialog.
After adding the release script to batches, perform the following steps from the Kofax Capture Administration dialog.
ScansOracleWebCenter
and ScansOracleWebCenterParam
in the Batch tab on the Kofax Capture Administration dialog now appear with check marks.Complete these steps only if you did not install Kofax Capture Export Connector into the default directory.
Ascent\Images
directory.ScansOracleWebCenterParam
, and right-click Properties.Ascent\Images
directory.This section covers the following topics about using Kofax Capture with Kofax Capture Export Connector - Oracle WebCenter Content:
After you have completed the installation and configuration tasks, your Kofax Capture workstation has two published batch classes: ScannedDocsOracleWebCenter
and ScannedDocsOracleWebCenterParam
.
Both batch classes are set up to support the standard required Content Server check-in parameters. In addition, the batch class ScansOracleWebCenterParam
illustrates how a batch class can be configured for optional Content Server parameters, such as Release Date, Expiration Date, and so forth.
Like all Kofax Capture batch classes, these Content Server batch classes are constructed using field types, index fields, form types, and document classes, which are described in the following sections.
Note:
For more information about batch classes, view the Kofax Capture online help.
This section covers the following topics:
Folder classes define the properties of folders for a batch class. Batches are a collection of pages, documents, and folders that are organized into a hierarchy that you define. As with other elements of a batch class, you can create, edit, and delete folder classes.
In addition to organizing your documents within Kofax Capture, the real advantage to using folders comes after the documents have been released from Kofax Capture. If you ensure that the folder hierarchy in Kofax Capture matches (as closely as possible) the hierarchy used by your document management software, you can more easily import those documents into your third-party software.
Folders are created and filled with documents as the documents are processed through the Kofax Capture workflow. You can create folders manually (with batch editing), or you can allow them to be created automatically in accordance with rules you define. Likewise, you can place documents into folders manually or automatically.
Pages can be added to documents, and documents can be added to folders. Folders can be added to other folders (nesting) up to 32,000 levels. However, loose pages cannot be added to a folder (although you may have loose pages at the root level of your batch, they must be placed into a document before they are added to a folder).
Installing and configuring the Kofax Capture release script sets up specific Kofax Capture field types. These field types are in turn used to define index fields in the sample document classes: ScannedDocsOracleWebCenter
and ScannedDocsOracleWebCenterParam
. When defining new index fields, you may use these field types, or create additional field types as needed. For more information, see Setting Up Field Types.
To set up field types:
Note:
For more information about field types, view the Kofax Capture online help.
Installing and configuring the Kofax Capture release script as described in Installing Kofax Capture Export Connector and Configuring Kofax Capture sets up the following sample Kofax Capture document classes:
ScansOracleWebCenter
ScansOracleWebCenterParam
Each document class that is used with Kofax Capture includes the following:
Index fields
Attributes for the index fields
At least one form type
Note:
index fields that are defined for a document class are mapped to Content Server check-in parameters. For more information, see Mapping Kofax Index Fields to CHECKIN Parameters.
This section covers the following topics:
This document class includes "core" index fields that are mapped to Content Server standard required CHECKIN parameters.
Figure C-1 Mapped Index Fields for ScannedDocs Document Class
This document class includes core index fields that are mapped to Content Server standard required check-in parameters, plus additional example index fields that could be mapped to Content Server optional check-in parameters using the CHECKIN Parameters Editor (see Accessing CHECKIN Parameters Editor).
Figure C-2 Mapped Index Fields for ScannedDocsParam Document Class
Each of the Content Server document classes is configured with the index fields listed in the table below. The index fields that are defined for both document classes (Content ID, Type, Title, Author, and Security Group) are mapped to Content Server parameters that are required for successful check-in of documents to Content Server.
The additional index fields defined for ScannedDocsParam
are provided in the document class for illustration purposes only. They are examples of index fields that might hypothetically be mapped to Content Server parameters using the CHECKIN Parameters Editor.
ScannedDocs Index Fields | ScannedDocsParam Index Fields |
---|---|
Content ID |
Content ID |
Type |
Type |
Title |
Title |
Author |
Author |
Security Group |
Security Group |
N/A |
Release Date |
N/A |
Release Time |
N/A |
Finished |
N/A |
LIDebug |
N/A |
Create Date |
N/A |
Create Time |
N/A |
Revision Label |
N/A |
Expiration Date |
N/A |
Expiration Time |
N/A |
Do Security Check |
Installing and configuring the Kofax Capture release script as described sets up the two sample document classes with the form types shown in the figure below.
The form types (SimpleForm
and SimpleFormParameters
) are provided for the Content Server document classes because at least one form type must be defined for a document class. Because a form type defines a unique form, you will set up your own form types to meet the needs of your specific application.
Note:
For more information about form types, view the Kofax Capture online help.
This section covers the following topics:
To access the setup dialogs for the Kofax Capture release script:
Use the Index Storage tab to set index values for the batch class. The Kofax Capture release script establishes assignments for the required information field items found in an initial Content Server installation. The values assigned to the index fields are supplied from the Validation module during Kofax Capture batch processing.
Note:
You must add index fields to a document class before they are available to assign as index values in a customized release script. See Setting Up Document Class Index Fields. By default, all index fields currently defined for the selected document class will be in the list of index values.
Note:
For more detailed information about this tab, see Index Storage Tab.
To set up index values:
Note:
When selecting index values, do not choose Kofax Capture Values or Text Constant.
Note:
If you want an index value to map to a Content Server optional check-in parameter, you must use the CHECKIN Parameter Editor to create the mapping. However, the following standard check-in parameters do not need to be mapped, because they are assigned automatically:
Content ID
Type
Title
Author
Security Group
Account (if enabled in Content Server)
Use the Document Storage tab to view or change the directory paths for released files and to set how Kofax Capture monitors the Acrobat Capture PDF conversion process.
For more detailed information about this tab, see Document Storage Tab.
Use the Image Format tab to set the format (file type) of released images.
For more detailed information about this tab, see Image Format Tab.
Use the Settings button to open the Adobe Acrobat Capture Settings dialog box where you can specify PDF settings.
For more detailed information about this tab, see Adobe Acrobat Capture Settings.
Kofax Capture supports releasing scanned images in a number of output file formats. The following image files are supported when using Kofax Capture:
JPG - JPG Compression
Multipage TIFF - CCITT Group 3
Multipage TIFF - CCITT Group 3/2D
Multipage TIFF - CCITT Group 4
Multipage TIFF - JPEG Compression
Multipage TIFF - Uncompressed
PCX - PackBytes
Adobe Acrobat Capture PDF (from JPEG)
Adobe Acrobat Capture PDF (from Multipage TIFF)
Adobe Acrobat Capture PDF (from PCX)
Adobe Acrobat Capture PDF (from Single Page TIFF)
TIFF - CCITT Group 3
TIFF - CCITT Group 3/2D
TIFF - CCITT Group 4
TIFF - JPEG Compression
TIFF - Uncompressed
Select a Multipage TIFF output file type when you have more than one TIFF image in a batch, and you would like to have all of those images bundled together and checked in to Content Server as one content item.
Select a TIFF, JPG or PCX output file type if you want to check a file in one of those formats in to Content Server as both the primary (native) and alternate (web viewable) file.
When you select TIFF, JPG or PCX, the first graphic in each batch is checked in to Content Server. Because of this, you may want to use Multipage TIFF (see Selecting Multipage TIFF Output File Types) if you have more than one graphic in a batch. Alternatively, you could ensure that each batch contains only one graphic.
Navigate to the Image Format tab on the Release Setup dialog.
In the Release Images As Image file type drop-down list, click a TIFF, JPG or PCX Output File Type.
Select Adobe Acrobat Capture PDF as the output file type if you want to check a PDF file in to Content Server as the primary (native) or alternate (web viewable) file.
Note:
Selecting Adobe Acrobat Capture PDF as the output file type requires the use of Adobe Acrobat Capture. Before continuing with the following procedure, read through and complete Configuring Adobe Acrobat Capture.
When you choose to release images as Adobe Acrobat Capture PDF (from Multipage TIFF), you then use Settings button to specify Adobe Acrobat Capture workgroup hub, watched folder, workflow, and other settings.
In the Image Format tab of the Release Setup dialog, click Settings.
Note:
The Adobe Acrobat Capture PDF (from Multipage TIFF) setting will work with both single page and multiple-page TIFF files.
Select the location of the Adobe Acrobat Capture workgroup hub:
Click the browse button next to the Workgroup Hub field.
Navigate to the location of the Hub
directory. For example:
mapped drive/Program Files/Adobe/Adobe Acrobat Capture 3.0/Hub
Click OK.
Upon selection of a workgroup hub, the Dictionaries and Workflows drop-down lists will be populated with available options.
Select the location of the Adobe Acrobat Capture Watched Folder:
Click the browse button next to the Watched Folder field.
Navigate to the location of the Watch
directory. For example:
mapped drive/Program Files/Adobe/Adobe Acrobat Capture 3.0/Watch
Click OK.
Select Formatted Text & Graphics from Page Content drop-down list. If desired, select options for Language, PDF Document Settings, and Dictionaries.
Select StellentScans from Workflows drop-down list. If desired, select options for Suspect Regions and Advanced Settings.
Click OK.
The Server tab on the Release Setup dialog is used to specify settings for Content Server URL, user name, and password; to select options for workflow and primary/alternate file check in formats; and to access the CHECKIN parameters editor.
These settings were made during installation of Kofax Capture and may be changed using the fields provided on the Server tab if necessary.
Kofax Capture lets you control how your released files (as specified on the Document Storage tab) are checked in to Content Server.
There are two drop-down menus available: one for the primary file and one for the alternate file. Within each menu, you can choose: Image, Kofax PDF, Adobe Acrobat Capture PDF, or OCR full text. The Alternate file menu also includes a None option in case you do not want to check in an alternate file.
You can use the menus to, for example, select Image at the primary (native) file and Adobe Acrobat Capture PDF as the alternate (web-viewable) file.
Note:
Content Server does not allow two files with the same file extension (such as .pdf
) to be both the primary and alternate file.
Note:
For information on using Adobe Acrobat Capture and checking in Adobe Acrobat Capture PDFs, see Using Adobe Acrobat Capture.
The Kofax Capture release script enables you to initiate an existing workflow in Content Server when an item is released from Kofax Capture.
Note:
The workflow setting on this dialog refers to a Content Server workflow, not an Adobe Acrobat Capture workflow.
Note:
An active workflow must exist in Content Server before an item released from Kofax Capture can enter it.
When an Adobe Acrobat Capture PDF file contains an error, you can stop it from being checked in to Content Server so you can review it.
With the Check In Adobe Acrobat Capture PDF with Errors option, you can allow the check in of a PDF generated by Adobe Acrobat Capture that has any errors in the Adobe Acrobat Capture finished document log. In addition, you can choose to keep the PDF file, so it remains in the release directory where you can review it.
To set PDF error options:
When you want to map Kofax Capture index fields to Content Server CHECKIN
parameters, use the CHECKIN Parameters Editor. To access the editor:
Note:
For information on how to create mappings, see Mapping Kofax Index Fields to CHECKIN Parameters.
When a Kofax Capture release script is used to check documents in to Content Server, one of two Content Server IdcCommand services is used:
The CHECKIN_ARCHIVE
service is used if the Allow Workflows check box is selected on the Server tab of the Release Setup dialog. See Setting Workflow Status.
The CHECKIN_UNIVERSAL
service is used if the Allow Workflows check box is not selected on the Server tab of the Release Setup dialog. See Setting Workflow Status.
Each CHECKIN
service specifies certain required parameters to successfully execute the content item check-in process. Other parameters may be specified but are not required.
Note:
For more information on Content Server CHECKIN
services and parameters, see Doc Services (Core Content Server) in Services Reference for Oracle WebCenter Content.
This section covers the following topics:
When using Kofax Capture, it is necessary for Kofax Capture to have, at a minimum, index fields that correspond to the content information (metadata) fields that Content Server requires for content item check in. The following list of index fields must exist in the Kofax document class or the batch class.
Content ID (unless auto-generation of Content IDs is enabled in Content Server)
Type
Title
Author
Security Group
Account (if security accounts are enabled)
Note:
Index fields must be named exactly as they are shown in the list above, so that the release script can recognize them as required fields and correctly format them for Content Server.
Note:
You should have a solid understanding of Content Server CHECKIN
services and parameters before proceeding to set up mappings. Invalid parameters will cause a batch to fail during release/check-in.
To specify other check-in parameters, for example, release date, expiration date, and so forth:
Content Server date fields include both the date and the time in one field. Kofax Capture uses separate fields for date and time.
To concatenate date and time into a single check-in parameter:
dInDate
.dInDate
.If a mapping LIDebug:LIDebug
is created, and if the value is set to TRUE
during the validation step, the .hda
data that is passed from Kofax Capture to Content Server will be displayed when the release script is run. This allows the user to verify that the correct data and parameters are being passed to Content Server.
Perform the following tasks to verify that Kofax Capture is installed and configured correctly.
Note:
Before proceeding, make sure that Content Server is running and that the Kofax dongle (hardware key) is in place.
To create a batch:
Ready
status.After creating the batch, perform a scan:
Ready
status.This section provides information about the user interface and covers the following topics:
Use this page to access the setup dialogs for the Kofax Capture release script.
Element | Description |
---|---|
Batch class |
The name of this batch class. A batch class describes how the documents in a batch will be processed. A batch class contains one or more document classes, which in turn contain one or more form types. This allows you to have different kinds of documents and forms within one batch. |
Document class |
The name of this document class. A document class is a definition of a particular type of document, such as an order form or medical form. Document classes provide a convenient mechanism for associating the same group of index fields and processing settings with multiple form types. You can define a document class, and then add one or more form types to it. Then, you can associate a set of index fields and processing settings with the document class. The same set of fields and settings will be shared across all the form types defined for the document class. |
Name |
The name for this release script. |
Index Storage tab |
Opens the Index Storage Tab (see Index Storage Tab). |
Document Storage tab |
Opens the Document Storage Tab (see Document Storage Tab). |
Image Format tab |
Opens the Image Format Tab (see Image Format Tab). |
Server tab |
Opens the Server Tab (see Server Tab). |
OK |
Saves the current settings. |
Cancel |
Closes the page without saving the current settings. |
Apply |
Applies and saves the current settings. |
Help |
Opens the applicable context-sensitive help window. |
Use the Index Storage tab on the Release Setup page to set index values for the batch class. The Kofax Capture release script establishes assignments for the required information field items found in an initial Content Server installation. The values assigned to the index fields are supplied from the Validation module during Kofax Capture batch processing.
Note:
You must add index fields to a document class before they are available to assign as index values in a customized release script. By default, all index fields currently defined for the selected document class will be in the list of index values.
Element | Description |
---|---|
Sequence number |
Use the sequence position to establish the priority for the specified index values. |
Index Value |
The Content Server metadata parameters used for index values associated with the new file check-in. |
Add |
Opens a dialog to add a new metadata parameter as an index value. |
Delete |
Removes a selected index value from the list. |
Delete All |
Removes all of the listed index values. |
Up / Down |
Used to adjust the specific placement order of the selected entry in the index values list. The position of each entry in the list is relevant to its priority for batch processing. The higher an entry is positioned in the list, the higher its priority is in the processing. Each click on the up or down arrow moves the selected entry up or down one position in the list. |
Use the Document Storage tab on the Release Setup page to view or change the directory paths for released files and to set how Kofax Capture monitors the Acrobat Capture PDF conversion process.
Element | Description |
---|---|
Release image files |
Select this check box if you want to release your image files. |
Release directory |
Enter the path to the folder to which you want to release the files. If desired, you can use the Browse button. Note: The path to the Image Files release directory must not exceed 122 characters. |
Skip first page of each document |
Select this check box if you do not want the first page of your documents released. For example, you might want to check this option if you are using separator sheets to separate the documents in your batches and do not want to release the separator sheets. Note: If you are not using separator sheets, checking this option will cause the first page of each document to be skipped (not released). |
Release OCR full text files |
Select this check box if your want to release your OCR full text files. |
Release directory |
Enter the path to the folder to which you want to release the files. If desired, you can use the Browse button. Note: The path to the OCR full text files release directory must not exceed 122 characters. |
Release Kofax PDF files |
Select this check box to release Kofax PDF files. |
Release directory |
Enter the path to the folder to which you want to release the files. If desired, you can use the Browse button. Note: The path to the Kofax PDF files release directory must not exceed 122 characters. |
Use the Image Format tab on the Release Setup page to set the format (file type) of released images.
Element | Description |
---|---|
Image file type |
Provides a list of file types to use to check documents in to Content Server. |
Settings |
Opens the Adobe Acrobat Capture Settings (see Adobe Acrobat Capture Settings). |
Use the Settings button to open the Adobe Acrobat Capture Settings dialog box where you can specify PDF settings.
Element | Description |
---|---|
Workgroup Hub |
Select the location of your Adobe Acrobat Capture workgroup hub by using the Browse button. The workgroup hub is a folder on a drive accessible to all stations off the workgroup. Each workstation in the group needs read and write access to the hub folder to operate. The workgroup hub property is required by Adobe Acrobat Capture. Upon selection of a workgroup hub, the Dictionaries and Workflow's properties will be populated with default values. |
Watched Folder |
Select the location of your Adobe Acrobat Capture watched folder by using the Browse button. This is where your files and images will be temporarily copied for PDF processing. The watched folder property is required by Adobe Acrobat Capture and is used to submit your files to the Adobe Acrobat Capture workflow. |
Page Content |
Select the desired output format for your PDF images. You can choose from the following:
Note: The "Formatted Text & Graphics," "Searchable Image (Compact)," and "Searchable Image (Exact)" formats use the Adobe Acrobat Capture OCR engine to perform OCR on the text. You can control the behavior of the engine for words or characters that cannot be recognized by selecting "Suspect Regions" options, as described below. |
Language |
Select the desired language. The default is English (U.S.). Changing the language from English (U.S.) changes the character set, the primary spelling dictionary, and (with some languages) the recognition engine. |
PDF Document Information |
Enter or select the desired PDF document information. When viewing the PDF file, your selections will show up as "Document Info." You can enter text, select an index field, batch field, or an Kofax Capture Value for Title, Subject, Author, or Keywords. |
Dictionaries |
Select the desired dictionary for OCR processing. You can accept the default Adobe Acrobat Capture dictionary or select a predefined custom dictionary to process your documents. Note that the default dictionary is automatically populated after a workgroup hub has been selected. |
Workflows |
Select the desired workflow for Adobe Acrobat Capture processing. You can accept the default Adobe Acrobat Capture workflow or select a different workflow. Workflow's are automatically populated after a workgroup hub has been selected. Note that your workflow must have a designated watched folder. Adobe Acrobat Capture lets you create your own workflow or use one of the predefined workflow's. |
Suspect Regions |
Select the desired behavior for how suspect regions should be handled. A suspect region is one that the Adobe Acrobat Capture engine cannot recognize with a confidence level greater than or equal to your selected OCR confidence threshold. |
OCR confidence below |
Enter or select the desired OCR confidence threshold. If the confidence of a word is below the set confidence threshold, the word will be replaced with the original bitmap region. The default is 95 percent. You can choose a value from 0 to 100 percent. During processing, the Adobe Acrobat Capture engine assigns to each word a value that indicates how confident the engine is that its results are correct. The confidence threshold you choose will determine the minimum value returned from the engine that you want to accept. Only those words with a confidence level greater than or equal to your threshold will be returned as correct. All others will be returned as "Suspect Regions" and replaced with the original bitmap region. |
Suspect font |
Select to replace unusual fonts with the original bitmap region if the confidence of the font is below the OCR confidence threshold. |
Word not in dictionary |
Select to replace a word with the original bitmap region if the word is not found in the specified dictionary. |
Mixed alphanumeric |
Select to replace a word with the original bitmap region if a word is found that contains mixed alpha and numeric characters. |
Numeric only |
Select to replace a word with the original bitmap region if a word is found that contains only numeric characters. |
Advanced Settings |
Select the appropriate check boxes to turn on and off advanced features. |
Create thumbnails |
Select to create thumbnails for every page in the document. Note that enabling this setting increases the file size significantly. |
Embed fonts |
Select to embed fonts in your document. This ensures that the fonts will be the ones you choose, even if those fonts are absent from the computer displaying the document. Embedded fonts must be identified in the Adobe Acrobat Capture Image Properties dialog box or assigned in Reviewer. Note that enabling this setting increases the file size significantly. |
Enable links |
Select to enable hyperlinks within your document such as table of contents, chapter, and index references. This will also add bookmarks to your PDF file for any titles and headings in your document. |
Enable structure |
Select to provide invisible tags for structural elements to use for searching and document navigation with PDF viewers. It is particularly useful to visually impaired users using a text-based user interface such as that provided by Adobe Document Server. |
Automatic page rotation |
Select to automatically detect the correct orientation of the page and rotate the image to that orientation. You may choose to clear this option if you know that all input pages will be properly oriented or if a step that handles rotation precedes the Capture Image step in your Adobe Acrobat Capture workflow. |
Poll Adobe Acrobat Capture for status on submitted documents |
Select this check box to allow Kofax Capture to monitor the status of the Adobe Acrobat Capture conversion process. When polling is enabled, status messages are displayed at the Release workstation in the Kofax Capture PDF Release dialog box. Clear this check box to allow Kofax Capture to release document to Adobe Acrobat Capture and close the batch. The status of the Adobe Acrobat Capture conversion process will not be returned to Kofax Capture. |
Delete Adobe Acrobat Capture document if a processing error occurs |
Select this check box to automatically cancel any "hung" documents in Adobe Acrobat Capture if an error occurs during the PDF conversion process. If cleared, the documents in error will remain in the Adobe Acrobat Capture workflow. This property is only available if you select the "Poll Adobe Acrobat Capture for status on submitted documents" check box. Note: If an Adobe Acrobat Capture error occurs during release, you must clear your Adobe Acrobat Capture finished documents and cancel any "hung" documents, either automatically or manually, before re-releasing the same documents in Kofax Capture. |
The Server tab on the Release Setup page is used to specify settings for Content Server URL, user name, and password; to select options for workflow and primary/alternate file check in formats; and to access the CHECKIN parameters editor.
Element | Description |
---|---|
URL |
Destination URL in Content Server. |
User Name |
Name of user. |
Password |
Password for user's name entered in the User Name field. |
Primary file |
Format type of the new native file check-ins. |
Alternate file |
Format type of the alternate file check-in that is web-viewable or can be converted to a web-viewable. |
Allow Workflows |
Select this check box to allow workflows. |
Check In Adobe Acrobat Capture PDF with Errors |
Select this check box to allow a new PDF file to be checked in that may contain errors. |
Keep primary and alternate files in the release directory when the check in fails |
Select this check box to retain the primary and alternate files in the release directory if the check-in procedure fails. |
CHECKIN Service Parameters |
Processes the service parameter settings. |
This section covers the following topics:
If you are using the Adobe Acrobat Capture 3.0 software with Kofax Capture Export Component and Kofax Capture, you need to perform some additional setup tasks.
Note:
Adobe Acrobat Capture must be installed on a different system than the release station for Kofax Capture.
Note:
After configuring Adobe Acrobat Capture, the application must be left running at all times.
Adobe Acrobat Capture must be configured to watch for files and process them. This section covers the following topics:
Acrobat Capture uses a Watch
directory to find output files from Kofax Capture. The Watch
directory can be any directory that the Kofax Capture release station and the Adobe Acrobat Capture workstation have access to, with this exception: do not set the location to be the Ascent\Images\OracleWebCenterScan\
directory.
To create a Watch
directory in the default installation directory of Acrobat Capture:
Navigate to Program Files\Adobe\Adobe Acrobat Capture 3.0\
.
Create a new directory named Watch
.
You will create a workflow to configure Adobe Acrobat Capture for use with Kofax Capture. The type of workflow you create depends on the type of file you are using to create the PDF.
This section covers the following topics:
To set up the computer running Adobe Capture:
This section covers the following topics:
There is a Global Options dialog that you can use to:
Salvage PDF documents
Limit the error check of the Adobe Acrobat Capture log
To set either of these options, you must have write privileges to the registry. If you have any question regarding these settings, you may want to contact your system administrator or Information Technology department.
These settings only affect the workstation that is running the Release Script. If you use more than one release station, you may want to set these options on each one.
You can salvage PDF documents in the release directory for check in to prevent reconversion of the TIFF file in Adobe Acrobat Capture.
Note:
If you run batches unattended, you must disable this feature. It is disabled by default.
It is recommended that you configure a separate release directory for each Kofax release station in order to prevent detection of PDF files generated by another batch running in a different release station. The dialog appears when a TIF would be sent to Adobe Acrobat Capture for PDF creation. If a format other than PDF is used, the dialog does not appear.
To salvage a PDF:
You can limit the error check of the Adobe Acrobat Capture finished document log to documents that finished within a given number of hours from the present time. This setting can be changed by running the StellentRelOptions.exe
that is typically installed in Kofax Install Dir
\Bin\StellentRel
.
To set the log history limit:
StellentRelOptions.exe
, which is typically installed in Kofax Capture Install
\Bin\StellentRel
, to open the Global Options dialog.