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Publishing a batch class, Exporting batches, Storing to a specified cabinet / folder – Kofax Capture Export Connector User Manual

Page 14: Publishing a batch class exporting batches

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Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes

10

Kofax, Inc.

Publishing a Batch Class

After you select all your batch class settings, you must publish your batch class before you can use

it.

If you ever decide to edit your batch class, you must publish your batch class again before your

changes can be used. Your changes will not be applied to batches created before the new

publication date.

Exporting Batches

The Kofax Capture Export module will process batches based on the settings of the associated

batch classes. The Export module is responsible for exporting documents, as well as index data

using the attributes defined during export setup.

The Kofax Capture Export module usually runs as an unattended module on a Windows

workstation, periodically polling the Export module for available batches. The Export module

may be configured to run during off-hours to avoid any impact to the throughput of Kofax

Capture and/or the network system.Releasing eDocuments

The following sections describe how eDocuments are exported to the Documentum repository,

depending on whether documents are to be stored in a specified cabinet, folder or a virtual

document.

Storing to a Specified Cabinet / Folder

If a document to be exported contains eDocuments and the “Store to Virtual Document” option is

not selected on the Storage Settings tab, the following will occur:

1

Each image will be exported to a document object. The images will be stored in

Documentum using the same image content type (file format). The document object will

be given the name of the document (object_name) as specified on the Document Settings

tab.

2

A check will be performed to verify the existence of a virtual document with the same

name as the document object from step 1.

„

If it exists, the virtual document will be checked out, versioned, and checked back in to

the Documentum repository.

„

If it does not exist, the document object will be converted to a virtual document and

given the same name as the document object.

3

eDocuments will then be added to a document object in the order that they are imported.

The document object(s) will be saved within their perspective virtual document. Each

document object will be named based on the file name and extension supplied by Kofax

Capture. In addition, all eDocuments will be exported using the format name suggested

by Documentum for the file being exported.
For example, a Word document written in Microsoft Word 2002 would get a suggested

format name of “Word 97 / 2002 document.” When viewed in the Documentum Desktop

Client, the Word document object’s format name attribute would have a value of

“Word 97 / 2002 document.” In addition, the user can double-click on the Word

document and view it in the Microsoft Word program.

As an example, consider the following list of single page images and eDocument files scanned or

imported into a specified cabinet or folder. Note that eDocuments are only imported.