CM OnDemand Loader for Kofax Capture - CMOD.wiki ¢â‚¬¢ Supports Kofax...

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Transcript of CM OnDemand Loader for Kofax Capture - CMOD.wiki ¢â‚¬¢ Supports Kofax...

  • CM OnDemand

    Loader

    for

    Kofax Capture

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Contents

    • Definition

    • Benefits Comparison

    • Technical Overview

    • Installation

    • Configuration – Kofax Capture

    – IBM CMOD

    – CMOD Load of Text Export

    • Feature Summary

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Definition

    • Client-side only application that: – Installs and runs as a Windows service

    – Runs on any Windows Server or PC on the network • Can be the Kofax Server or Kofax Client

    – Monitors the default Kofax Capture Text Export directory

    – Automatically uploads files to the IBM CMOD Server

    – Executes IBM CMOD APIs to Load and Index

    – Creates a Client-side log of all transactions

    – Cleans up all temporary Kofax Export files

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Benefits Comparison New CMOD Loader

    • Technical support available

    • Created for All Kofax versions

    • Enables multi-value/index

    • Supports Kofax Tables

    • Export can run as a service

    • Created in Java

    • No mapped drive required

    • No separate CMOD Loader required on server

    • Detailed logging available

    Old OnDemand Export Module

    • As-is code, No Tech support

    • Created for Kofax Capture v.5

    • Limited to Single value/index

    • No support for Kofax Tables

    • Export must run interactive

    • Created in older VB6

    • Requires a mapped drive

    • Separate CMOD Loader program must run on server

    • No Index-level logging

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Implementation Steps

    • Create/Configure CMOD definitions

    – Match names

    – Match field names/lengths

    • Create/Configure Kofax Batch Classes

    – Match names

    – Match field names/lengths

    – Add Text Export

    • Install/Configure CMOD Load program

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Configure CMOD App Group

    • Application Group Name must match Kofax Batch Class Name

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Configure CMOD App Group

    • Application Group Database Field Names must match Kofax Field Names

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Configure CMOD Application

    • Application Name must match Kofax Batch Class Name

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Configure CMOD Application

    • Set Data Type to match Kofax and set Indexer to Generic

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Configure CMOD Application

    • Configure all fields to include ‘Blank’ Character Removal

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Configure CMOD Folder

    • A Folder Name must match Kofax Document Class Name

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Configure a Batch Class

    Copyright © 2016 Alpha Cloud Labs, LLC

    • Batch Class Name must match CMOD Application Group name

  • Configure a Batch Class

    • Add the Export Queue

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Configure a Document Class

    • Document Class name must match CMOD Folder name

    • Index Field Names must match CMOD App Group field names

    • Kofax Tables and Table fields are supported

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Add Kofax Text Export Connector

    • All default settings – No changes required

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Install CMOD Load Program

    • With Windows Admin privileges, run MIGTOOD.EXE

    • Press ‘Next’ to continue the install

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Install CMOD Load Program

    • Press ‘Next’ to continue the install

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Install CMOD Load Program

    • Press ‘Next’ and ‘Install’ to continue the install

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Install CMOD Load Program

    • Check ‘Start CreateServices.bat’

    • Press ‘Finish’ to complete the install

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Install CMOD Load Program

    Copyright © 2013 Alpha Cloud Labs Pvt Ltd

    • Configure/customize the app.properties file

  • Confirm Installation and Configuration

    • Scan, Validate and Export a Batch from Kofax Capture

    • From a DOS prompt issue:

    • C:\MIGTOOD\run.bat

    • Ctrl-C to end the program

    • Logon to CMOD Client to search the Folder for loaded documents

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Production Use

    • Open Windows Services

    • Confirm that two installed services jobs are started:

    • MySQL_5620_P

    • TXTTOOD

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Feature Summary

    • CMOD Load of Text Export Supports: – All IBM CMOD platforms

    – All IBM supported CMOD versions

    – All Kofax supported Kofax Capture versions

    – All Kofax supported Windows versions

    • Removes need for Mapped drives and Indexer Service jobs

    • Installs and runs as a Windows Service

    • Uses standard Kofax Text Export with NO customization

    • Supports Kofax Tables and CMOD Multi-Key Indexing

    • Includes Technical Support and advanced logging

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Limitations

    • All loading is done to a single CMOD Server – Defined in the app.properties file

    • All loading is done to a single CMOD Instance – Defined in the app.properties file

    • All fields must be defined as either Date or String format

    • All CMOD Application Group and Folder Date fields must be defined with the same format – Either Date or Date (old style)

    • All CMOD Folder Date fields must use the same Display Format

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Uninstall CMOD Load Program

    • With Windows Admin privileges, from a DOS cmd line run:

    • Uninstall.bat

    • Manually delete the destination folder

    Copyright © 2016 Alpha Cloud Labs, LLC

  • Contacts

    • Joe Wolken, VP Sales and Marketing Alpha Cloud Labs

    • 512-517-1489

    • joe.wolken@alphacloudlabs.com

    • Technical Support

    • 512-828-6806

    • Technical Services available upon request:

    • CMOD configuration, administration and more

    • Kofax configuration, administration and more

    Copyright © 2016 Alpha Cloud Labs, LLC

    mailto:joe.wolken@alphacloudlabs.com