| Oracle® Fusion Middleware Administrator's Guide for Kofax Capture Export Connector to Oracle UCM 11g Release 1 (11.1.1) Part Number E15965-01 |
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| Oracle® Fusion Middleware Administrator's Guide for Kofax Capture Export Connector to Oracle UCM 11g Release 1 (11.1.1) Part Number E15965-01 |
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View PDF |
This section covers the following topics:
The basic installation procedure consists of the following tasks:
Installing Oracle Content Server. For installation information, refer to your Oracle Oracle Content Server 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 Chapter 3, "Using Kofax Capture with Kofax Capture Export Connector - Oracle UCM".
Complete the following checklist before continuing:
Specify a user and password to use to check all scanned documents into Oracle Content Server, taking into account the following scenarios:
User has maximum access.
If scanned documents will be checked into all areas of Oracle 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 into a limited area of Oracle 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. See "Instructions for a New Installation".
Identify the server host name (or IP address) of the Oracle Content Server instance. The server name can be found on the Configuration Information page of the instance. You will enter this name during the new installation procedure. See "Instructions for a New Installation".
If you are installing Kofax Capture Export Connector for use with a proxied instance of Oracle 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. 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:
In this procedure you unassign document classes and then delete the previous release script.
On the Windows taskbar, click the Start button, then select Programs, then select Kofax Capture version (or Ascent Capture version for older versions of Kofax), then select Administration.
The Kofax Capture Administration dialog is displayed.
In the Batch tab, expand the old batch class, right-click a document class, and select Release Scripts.
The Release Scripts dialog is displayed.
In the Assigned Release Scripts column, highlight the old Release Script name.
Click Remove.
A validation dialog is displayed.
Click Yes.
This disassociates the document class with the old release script.
Click Close.
Select Tools, then Release Script Manager.
The Release Script Manager dialog is displayed.
Highlight the old release script, and click Remove.
Click Close.
Use this procedure 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.In the Batch tab, right-click the existing batch class, and select Delete.
A confirmation dialog is displayed.
Click Yes to delete the batch class.
Exit Kofax Capture.
Use this procedure to remove the Kofax Capture Export Connector:
On the Windows taskbar, click the Start button, then select Settings, then select Control Panel, then select Add/Remove Programs.
Select Kofax Capture Export Connector.
Click Change/Remove.
You are asked whether to completely remove the application.
Click OK.
Kofax Capture Export Connector files are removed, and a Maintenance Complete dialog is displayed.
Click Finish.
Close the Windows Add/Remove Programs dialog.
You may now proceed to"Instructions for a New Installation".
Use this procedure to install Kofax Capture Export Connector:
Close all other Windows programs.
From Windows Explorer, navigate to the Kofax Capture Export Connector executable, and run setup.exe.
The Welcome dialog is displayed.
Click Next.
The License Agreement dialog is displayed.
Read through the agreement, and click Yes.
The Set Kofax Capture Export Connector - Oracle UCM Parameter dialog is displayed.
Enter the username and password from "Pre-Installation Tasks and Considerations", and click Next.
The Scanned Files Directory dialog is displayed.
Accept the default, and click Next. This is the directory in which your scanned files will be temporarily stored.
The Enter Text dialog is displayed.
Enter the server host name from "Pre-Installation Tasks and Considerations", and click Next.
The Setup Type dialog is displayed.
Select the version of your Oracle Content Server and click Next.
The Setup Type dialog is displayed.
Select the type of Oracle Content Server (master or proxy) and click Next.
For a proxy server, select from the list of proxied instances, and click Next.
Note:
If a list of proxied instances is not displayed, enter the Relative Web Root of the proxy server from "Pre-Installation Tasks and Considerations", and click Next.The Enter Text dialog is displayed.
Enter a web root, and click Next.
The Enter Text dialog is displayed.
Enter any changes to the URL, and click Next.
It is necessary to specify changes only in rare instances. (For example, if you are using a different cgi name or a web filter.) If you are unsure about whether you need to make a change, verify this information in your web server by examining the properties of your web site. The InstallShield Wizard Complete dialog is displayed.
Click Finish.
Use the following procedures 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:
"Configuring Kofax Capture Client to Use Kofax Capture Export Connector"
"Configuring Kofax Capture Export Connector in a Non-Default Directory"
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:
From the client system, copy the StellentRel directory, located in <Kofax install Dir>\Bin\.
Paste this directory to the server system \Ascent directory. For example, \\servername\shared directory name\Ascent\Bin\.
Configuring Kofax Capture to use Kofax Capture Export Connector involves the following tasks:
On the Windows taskbar, click the Start button, then select Programs, then select Kofax Capture (or Ascent Capture version for older systems), then select Administration.
The Administration dialog is displayed.
Select Tools then Release Script Manager.
The Release Script Manager dialog is displayed.
Click Add.
The Open dialog is displayed.
From the StellentRel directory, select StellentRel.inf, and click Open.
The Add Release Scripts dialog is displayed.
Select Kofax Capture Export Connector, and click Install.
A dialog is displayed, specifying that registration is complete.
Click OK.
Click Close to close the Add Release Scripts dialog.
Click Close to close the Release Script Manager dialog.
After installing the release script, perform the following steps from the Kofax Capture Administration dialog.
Select File, then Import.
The Open dialog is displayed.
Select OracleUCMBatch.cab, and click Open.
Unpacking is performed.
Click OK.
The Import dialog is displayed, with ScansForOracleUCM and ScansForOracleUCMParameters listed as Available Batch Classes.
Click Add All.
In Transfer Mode box, select Replace duplicates with items imported.
Click Import.
The files are imported.
Click OK to close the Import/Export dialog.
ScansForOracleUCM and ScansForOracleUCMParameters 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.
Expand the ScansForOracleUCM batch class, right-click ScannedDocsForOracleUCM document class, and select Release Scripts.
The Release Script dialog is displayed.
Select Kofax Capture Export Connector - Oracle UCM version.
The Kofax Capture Export Connector - Oracle UCM Release Setup dialog is displayed.
Click Add >>.
Select the scripts.
Click OK.
Click Close to exit the Release Scripts dialog.
Expand the ScansForOracleUCMParameters batch class, right-click ScannedDocsForOracleUCMParam document class, and select Release Scripts.
The Release Scripts dialog is displayed.
Select Kofax Capture Export Connector - Oracle UCM version.
The Kofax Capture Export Connector - Oracle UCM Release Setup dialog is displayed.
Click Add >>.
Select the scripts.
Click OK.
Click Close to exit the Release Scripts dialog.
After adding the release script to batches, perform the following steps from the Kofax Capture Administration dialog.
Select File then Publish.
Click Select All.
Click Publish.
Validation and publishing should occur without warnings or errors.
Click Close.
The icons for the batch classes ScansForOracleUCM and ScansForOracleUCMParameters in the Batch tab on the Kofax Capture Administration dialog now display with check marks.
Complete these steps only if you did not install Kofax Capture Export Connector into the default directory.
On the Windows taskbar, click the Start button, then select Programs, then Kofax Capture version, then Administration.
The Kofax Capture Administration dialog is displayed.
In the Batch tab, highlight ScansforOracleUCM, and right-click Properties.
Adjust the path for the image folder to be your Ascent\Images directory.
In the Batch tab, highlight ScansforOracleUCMParameters, and right-click Properties.
Adjust the path for the image folder to be your Ascent\Images directory.
Complete the steps in the procedure for "Publishing Batch Classes".
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