kofax manual guide

kofax manual guide

These files show up everywhere, but the format may be confusing the first time you encounter it. Portable Document Files (the.pdf format) were designed to offer a read-only document format that anyone at a computer could use. Many people use these files to read, store and share information, so it’s worthwhile to examine where they came from, how they’re used today, and the best ways you can use PDF files yourself. Back in the 1990s, the managing team at Adobe saw that there was a problem facing computer users. The two most popular forms of computer, PCs that used Windows and Apple Macintosh computers, used two different operating systems and file structures. As a result, it was difficult for people who used these machines to communicate digitally with each other, which was a significant problem for businesses. Adobe sought to bridge the gap by creating a format that both operating systems could read and allowed users to share pictures or text. The team at Adobe developed the PDF in 1993 and created the first programs that created and edited these files. For the next 15 years, Adobe used PDFs as proprietary technology, helping them grow as computer users saw the benefits of using this standard file format. After 2008, PDFs became open source, which meant that other companies could develop programs to interact with the file format, expanding consumer options when trying to use PDF files. Instruction manuals, album liner notes, invoices, eBooks, and supplementary materials are usually in PDF format. Companies can even use fillable PDFs and digital authentication to have customers fill out information and sign agreements with the company. Whenever anyone scans a document, there’s a high likelihood that the scanner saves it to their computer as a PDF file. Although it’s possible to edit PDF documents, many people trust them over other file formats such as JPG because the latter is easier to edit with default programs included with Windows or on many mobile devices.

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In fact, mobile devices may have a basic PDF reader. Even if you can’t edit the file using these readers, you can usually open the PDF as quickly as double-clicking on the file. The downside of default PDF readers is that they typically have limited functionality: As you develop new ways to interact with your clients, Power PDF can help you streamline your workflow, improve your client communication and better organize your file structure. These benefits all take time and effort to appreciate fully, so you will continue becoming more efficient for weeks or months after making the transition. If you’re curious to see how Power PDF can impact the work you do, try it for a risk-free 15-day trial period and experience the difference that Power PDF makes. Customers realize greater agility and resiliency by combining our process orchestration, cognitive capture, RPA, output management, analytics and mobile capabilities to speed time-to-value and increase competitiveness, growth and profitability while mitigating compliance risk. Let your team focus on the work you hired them to do. Meanwhile, our software empowers them to work with the data in any format that makes sense for your business. For example, you may capture an image of a paper document with your mobile device, saving it as a JPG. However, that file format is not secure, and it’s possible that those who receive the file may edit or otherwise cause problems with your file. Further, your clients or contractors may require that you submit all documents in PDF format. Learn More One such instance is the need to convert PDF files into the Microsoft Excel format. Excel is a powerful tool to process and manipulate data, but it needs the correct input. Learn More Sometimes, however, you find the information exactly how you need it, but in a PDF format. One thing the PDF format cannot do (yet) is to animate the content so that the information is only displayed when the presenter desires.

Thus, you need to make some changes. Learn More This approach makes sense in a world where the data doesn’t change, but in your business, that’s not the case. Every day, you need to ensure that the information you work with is up-to-date as the circumstances change. The same goes for your user manuals, employee guidebooks, and client documents. Learn More Often, those documents need to be signed, but the process of printing them out, signing them, and sending scanned copies where they need to go is too time-consuming. Instead, businesses need a way to review, edit, sign, and create PDFs that happens almost instantly. Kofax Power PDF provides these benefits, as it empowers your employees to create and share information using PDFs securely. Learn More Indeed, you will often need multiple formats of files as you assemble documents such as user manuals, employee handbooks, and corporate board meeting agendas. Previously, you had to use various programs to combine these disparate file formats. Your staff would spend excessive amounts of time navigating multiple programs and unwieldy controls only to produce a creation that still needed some attention. Learn More Just as in the past, you may operate under the assumption that you still need hand-signed documents from your clients and team members. In many cases, you can use digital versions of these documents, but require a PDF editor that empowers you to produce handwritten signatures that are backed by a certified digital identity. Kofax Power PDF puts the technology in your hands to place those signatures directly on the PDFs electronically. Learn More While this is sufficient in some settings, it is not enough for industries that need to maintain the highest degree of security. Kofax Power PDF allows you to take a simple password approach or to use a more robust means of managing your PDF security. Learn More PDF documents are excellent resources to help you get these forms where they need to go.

However, if you leave them as-is, these documents can delay your procedures or cause annoyance for the recipients. Kofax Power PDF can take any PDF and create a fillable form from it with a simple, intuitive process. Learn More Whether you’re scanning in documents, preparing to print in large quantities, or simply seeking an effective way to store them for later access, PDFs are a highly flexible and uniform way to store your information. Learn More Alternatively, your clients or vendors may give you a large PDF that lacks a table of contents. Often, such documents are prohibitively long to work with, and it’s hard for your team to find where the information they need is located, even with a powerful search function. This difficulty is most common in situations with forms or terms repeated throughout a document. Learn More As your team collaborates on their objectives, they often produce and work on multiple PDFs. Ultimately, the final results must incorporate each of the PDFs that make up the final project documents. Rather than have a dozen separate PDFs, the best solution is to combine them into one with Kofax Power PDF. Learn More Below you'll find information on how to get started using the software. Customers realize greater agility and resiliency by combining our process orchestration, cognitive capture, RPA, output management, analytics and mobile capabilities to speed time-to-value and increase competitiveness, growth and profitability while mitigating compliance risk. Use is subject to license terms. This product is protected by one or more of the following patents: U.S. Patents No. 4,994,926, No. 5,291,302, No. 5,459,584, No. 6,643,034, and No. 6,785,021 and Canadian Patents No. 1329852 and No. 2101327. Third-party software is copyrighted and licensed from Kofax’s suppliers.Page 7 Chapter 1 About This Release Version Information The Kofax Communication Server 9.2.0 release has the following build number, which appears in the About window: 9.2.0.0.0.409.

Upgrade Notice Mixing components from the latest and older KCS releases is not supported, even if they are installed on different computers. Update server components before updating the client applications. Page 8 About This Release. Exchange Server 2003 SP2. SAP 7 ? Cisco CallManager 9 All Microsoft hotfixes released until 1 June 2013 were installed. New Features This section lists enhancements that have been added to the product in Kofax Communication Server 9.2.0. Unicode Support Kofax Communication Server (KCS) now supports Unicode. Page 9 About This Release. Microsoft Office 2013 (supported for document conversion and MAPI printer). Windows Server 2012 (KCS server components, links, TCfW client). Page 11 About This Release This behavior is controlled by a new registry value “HKLM\Software\Topcall\TCLINKMQ \Options\MessageSegmentation” that can take the following values: ? 0: Message segmentation is disabled (default value) ? 1: Message segmentation is enabled It might be necessary to increase the log file size and numbers of the queue manager. Note MQ Message Segmentation does not work with character conversion. Page 12 About This Release The behavior is controlled by the registry value TCMIME\KeepEmptyAttachments: ? 0 - Delete empty attachments (default) ? 1 - Process empty attachments For more information, see. If this value is not specified or empty, the SOAPAction value is built from the complete server URL, as specified by the fixed or dynamic recipient. Page 14 About This Release For more information, see. Capture Connector Technical Manual, version 2.00.00 edition 15 Chapter Installation and Configuration - Configuring Import Module in Kofax Capture Scripting - IBatchNameFormatter Interface Definition Fax over IP: Encryption KCS Fax over IP supports two new encryption features. Encryption of G.711 pass-through and VoIP media data by using SRTP according to RFC 3711. The behavior is controlled by the registry value AuthorizeShowFinalRecipientInPreview.

Page 17 About This Release. Search in Documentation.pdf ? You can safely ignore the warnings about documents modified since the last cataloging. ? For easier viewing, click Arrange Windows in the Search window. Changes in Behavior This section contains information about the differences in behavior between Kofax Communication Server 9.2.0 and previous releases. Page 19 About This Release TCOSS: Insufficient Channel Licenses Do Not Cause Restricted Mode Channel licenses are handled per channel. Page 20 About This Release 20 Kofax Communication Server Release Notes Page 21 Chapter 2 Resolved Issues The following issues reported for a previous version of the product are fixed in this release. This issue has been resolved. Additionally, automatic retries have been implemented along with an option to reinitialize the Lotus Notes API. Page 22 Resolved Issues For more information, see. This issue has been resolved by the third-party vendor. Page 24 Resolved Issues Capture Connector: Color PDF Loses Color When importing via KCS Capture Connector to Kofax Capture, PDF attachments with long names including foreign characters sometimes had their extension truncated. That resulted in problems with document conversion, such as a color PDF converted to black and white. Page 25 Resolved Issues Capture Connector: Concurrency During File Import When multiple threads imported files into Kofax Capture at the same time, a file from one thread can be overwritten with a file from another thread. Page 26 Resolved Issues TCDC: TCDC Stops Working Document Conversion would occasionally stop working when a leftover file remained in the temporary folder. Page 34 Resolved Issues 34 Component Rank (SPR ID) Headline TWS 2 (SPR00071228) Capture Connector does not convert e-mails with embedded pictures correctly TCOSS 1 (SPR00072180) Windows 2008 R2 crashes when misconfiguring OwnIPAddress for the Status Agent.

KCS EasyConfig Update If you upgrade an older KCS deployed via EasyConfig to the latest release, you must start the KCS EasyConfig tool and redeploy the configuration. (SPR00104109) 1 Upgrade to the latest KCS release by starting EasySetup.exe from the installation ISO. Planned End of Support for Windows XP In the next release of Kofax Communication Server, support for Windows XP will be discontinued. Page 42 Support Changes Planned End of Support for Lotus Notes 7.x In the next release of Kofax Communication Server, support for Lotus Notes 7.x will be discontinued. Only Lotus Notes 8.0 and later will be supported. Page 43 Chapter 5 Modules Overview This section lists the modules included in this release of Kofax Communication Server. To browse Academia.edu and the wider internet faster and more securely, please take a few seconds to upgrade your browser. You can download the paper by clicking the button above. Software CaptureOnTouch v2, CapturePerfect3.1, eCopy PDF Pro and Kofax VRS 5.1 AIPE im Lieferumfang. Kofax VRS Support VRS Elite 5.1 Use Peatix for any event and ticketing needs! Co-organizers can edit group and event pages, access sales and attendee information, manage ticket sales and more. User's Guide. Version: 10.2.0.1. Date: 2017-09-29All other trademarksNo part of this publication may be reproduced, stored, orChapter 1: Introduction. 9. Getting Support.9. Chapter 2: Tutorials. 11. Beginner Tutorials.11. Introduction.11. Robot Beginner's Tutorial. 12. Kapplet Beginner's Tutorial.15. Type Beginner's Tutorial. 17. Advanced Tutorials. 18. Branches, Robot States, and Execution Flow.18. Looping Basics.20. Try Step. 24. Excel.27. Data Conversion. 29. Patterns. 31. Snippets. 37. Date Extraction - Simple Case.40. Date Extraction - Tricky Case. 41Introduction to Design Studio.46. Robots. 46. Snippets. 55. Variables and Types. 55. Libraries and Robot Projects.56. Naming policy. 57. Design Studio User Interface. 58. Menu Bar. 59. Toolbar.61. My Projects View. 62.

Shared Projects View. 63. Databases View. 63. Editors View. 64. Robot Editor. 65Type Editor.70. Text Editor. 70. General Editing. 70. Types.72. Type Attributes. 73. Step Actions and Data Converters. 73. Patterns.74. Expressions.77. Experiment with Expressions. 78. Edit Expressions. 79. Projects and Libraries.80. Manipulate Robot Projects. 81. Organize Robot Files.82. Work with Shared Projects. 82. Interact with Databases.84. Map Databases.84. Types and Databases.86. Database Warnings. 86. Create Database Tables. 87. Store Data in Databases. 88. Robot Structure.91. Write Well-Structured Robots. 92. Determine the Page Type. 94. Use Tag Finders. 94. Tag Paths. 94. Tag Finder Properties. 96. Configure Tag Finders. 97. Submit a Form.97. Form Basics. 98. Determine the Step Action. 100. Use the Loop Form Actions. 100. Upload Files. 101. Use the Context Menu on the Page View. 101. Loop Through Tags on a Page. 102. Loop Through Tags with the Same Class.102. Loop Through Tags with Different Classes. 104. Loop Through HTML Pages.105. First Page Links to All Other Pages. 105Each Page Links to Next. 106. Use Wait Criteria. 108. Extract Content from HTML. 113. Extract Text. 114. Extract Binary Data.114. Use the Context Menu in the Page View.114. Perform Common Tasks. 115. Extract Content From an HTML Table. 118. Handle Table Content Irregularities. 118. Handle Table Structure Irregularities. 119. Local Files Usage in Robots. 119. Load an Excel Page from a Variable. 121. Extract Content from Excel. 122. Extract Values from Cells. 123. Extract a Sheet Name. 124. Extract as HTML.124. Test Cell Types in Excel.125. Loop in Excel.126. Loop Over Sheets and Rows. 127. Loop Over Merged Cells. 128. Work with Variables in the Windows View.129. Open a Variable.129. Modify a Variable. 130. Work with JSON. 131. JSON Terminology. 131. JSON MIME Type.132. JSON and Step Actions. 132. JSON as a JavaScript Object. 134. Handle Errors.134. Error Handling Alternatives.135. Shortcuts for Common Cases.

136. At Target.138. Looping.139. Try Catch. 140. Identify Error Handling in Robot View. 141. Create and Reuse Snippets.142. Variables and Snippets.142. Snippet Best Practices. 144Make Robust Robots.145. Reuse Sessions.145. Modify an Existing Type. 147. Configure Robots.147. Show Changes from Default Robot Configuration. 148. Migrate a Robot to a Different Browser Engine.151. Migrating a Robot to the Classic Browser. 151. Migrating a Robot to the Default Browser.151. Configure Variables. 152. Device Automation.153. Introduction to Device Automation. 154. Get Started with Device Automation. 155. Reference to Automation Device.155. Use RDP Connection. 157. Device Automation Editor. 158. Configure Automation Device.160. Finders in Device Automation. 169. Device Automation Steps. 181. Automate Terminals. 205. Use TLS Communication.213. Expressions in Device Automation.214. Variables in Device Automation.225. Limits in Numbers.226. Manage Remote Device. 226. Debug Robots.228. Basic Debugging.228. Debug from the Current Location in Design Mode. 230. Return to Design Mode from a Debugging Location.230. Use Breakpoints.230. Single Stepping.231. Step Into.231. Design Studio Settings. 231. General.232. Text Files.232. Robot Editor. 232. Device automation. 233. Local Databases. 233. Proxy Servers. 234Certificates. 235. Bug Reporting. 236. Management Consoles. 236. Chapter 4: Management Console. 238. Introduction to Management Console Structure. 238. Naming Policy. 239. Start the Management Console. 239. Management Console Configuration and User Interface.240. Dashboard.240. Kapplets. 242. Schedules.243. Repository. 250. Data.263. Logs.264. Admin. 267. Add Database Type. 289Supported Service Providers.291. Add Applications. 291. Add Users. 293. Write Robots. 296. Schedule Robots with Credentials. 297. Out of Band Applications.298. Chapter 5: Kapow Kapplets. 300. Building and Maintaining Kapplets. 300. Creating Kapplets. 300. Using the Kapplet Studio.301.

Installing and Using Kapplets.305. Invoking Kapplets.305. Creating Email Notifications from Kapplets.306. Scheduling Kapplets. 306. Customizing Kapplet Branding. 307. Chapter 6: Reference. 308. Design Studio. 308. Step Action.308. Data Converters.428. The Type Editor. 469Creating and Deleting Tables. 474. Protocols. 474. Robot Libraries.475. Upload to Management Console.476. Other Topics.476. RoboServer. 519. Start RoboServer. 519. RoboServer Configuration. 523. RoboServer Configuration - Headless Mode. 524. Management Console.527. Other Topics.527. Java API. 529. Using Proxy Services. 530. Kapow Limitations.530Introduction. Kofax Kapow is a platform for application integration and process automation. It can integrate applications. SaaS applications with premise systems, legacy systems with modern web applications, back officeWith our visual editor Design Studio, you click through the applications and data sources you want toIn Kapow, these workflows are known as robots. As you build a robot, you are free to navigate through theYou can login to applications, extract data parts of a page, enter dataYour robot can alsoDevice Automation in Kapow helps you automate Windows and Java applications on your networkOnce built, robots are uploaded to a repository in the Management Console. From here, they can be. REST services that are instantaneously available once the robots have been added to the repository, orThe Management Console is also responsible for load balancing, failover, monitoring of RoboServerGetting Support. Customer Support. If you are having any kind of problems using Kofax Kapow, please go to In many of the Kofax Kapow applications, you can also send a bug report from within the application. ToPlease provide as much information as possible about theKofax Customer Portal and Knowledge Base. Kapow customers who are active on maintenance also are entitled to obtain access to the Kofax.

Customer Portal, which includes solutions to commonly found problems, as well as a Knowledge BaseSupport PolicyTutorials. The topics in this section contain links to video tutorials that help you perform different tasks in Kapow. OnNote You need Internet connection to view the video tutorials. Beginner Tutorials. This section contains several tutorials that provide an overview of Kapow as well as guide you throughMake sure to install and set up Kapow correctly before proceeding withNote You need Internet connection to view the video tutorials. Introduction. Introduction tutorial. This is the first of our beginner tutorials which will guide you safely through your first project with Kapow. In this first video, you will get an overview of the workflow involved when working with Kapow along withBefore watching these tutorials, make sure youPlease follow the relevant parts of the Installation Guide. Kapow to put it simply is a platform which enables you to fully automate any process that you would bePlease sit back and watch as you are taken through the general procedure from idea to automatedIt all starts with an idea of a process you want to automate. In these Beginner Tutorials we want toOur first step will be to check out the website. What exactly do we want? When we feel confident about what we want to achieve, we will open Design Studio, the program usedThe first time you open Design Studio you will get a welcome screenClick OK and you will beOn the left side we have the projects view. Right now it contains only the default project which includesBeginner Tutorials can be found.Double clicking the file called Post.type in the projects view, opens it in the type editor, which is usedA type defines what kind of data can be stored in a variable of thatThis particular type is designed to contain the information we will be extracting from the News MagazineThe extraction of stories from News Magazine is performed by an automated process called a robot.

ThinkDouble clicking the file called NewsMagazine.robot, also from the Tutorials folder, opens up the robotThe Robot View at the top of the editor displays the structure of the robot. Each step corresponds to anGoing through the steps in the Robot View the robot loads News Magazine,Clicking the second step in the Robot View executes the Load Page action and we see that News.