© 2006-2008 Kofax, Inc., 16245 Laguna Canyon Road, Irvine, California 92618, U.S.A. All right reserved. Portions © 2002-2006 Kofax Development GmbH. Portions © 1997-2006 Kofax Development UK Ltd. All Rights Reserved. Use is subject to license terms. Third-party software is copyrighted and licensed from Kofax’s suppliers. This product is protected by U.S. Patent No. 5,159,667. THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX, INC.
Contents How to Use This Guide ................................................................ v Introduction ........................................................................... v Related Documentation ............................................................. v Training ............................................................................... vi Kofax Technical Support .......................................................... vi Overview ..................................................
iv Kofax Transformation Modules Installation Guide
How to Use This Guide Introduction Kofax Transformation Modules is a complete system for processing structured, semi-structured, and unstructured documents within the Kofax Capture workflow. Kofax Capture's document and data capture capabilities are enhanced by the advanced intelligent document processing abilities of Kofax Transformation Modules. Kofax Transformation Modules provides methods for hierarchical, content-based classification, and the free-form field extraction of documents.
Online Help Kofax Transformation Modules online help is available from the application components as follows: • From any of the Kofax Transformation Modules components, click Help from the toolbar or select Help | Contents (or Index) from the menu bar. • From any application window, click Help to display context sensitive help information for the window.
If you need to contact Kofax Technical Support, please have the following information available: • Kofax Transformation Modules software version • Kofax Capture and Kofax Capture Network Server software versions • Operating system and service pack version • Network and client configuration • Copies of your error log files • Scanner make and model • Scanner engine (board) type • Special/custom configuration or integration information Kofax Transformation Modules Installation Guide vii
viii Kofax Transformation Modules Installation Guide
Overview The Kofax Transformation Modules installation program installs and registers several components: • Kofax Transformation - Project Builder is a standalone program to set up and test classification and extraction projects, as well as invoice projects. • Kofax Transformation - Knowledge Base Administration is a standalone program that you can use to train a project and to manage knowledge bases. It is installed with Kofax Transformation - Project Builder.
• Kofax Transformation - OCR Server is a standalone program that you can use for preparing documents with OCR used for setting up projects. It is installed with Kofax Transformation - Project Builder.
System Requirements Minimum Hardware Requirements This section lists the hardware requirements for installing and using Kofax Transformation Modules, the certified operating systems, the certified versions of Kofax Capture and the required Direct X version. Processor: Pentium class 1.
Recommended Hardware Requirements for Server This section lists the recommended hardware requirements for installing and using Server. Processor: Pentium class 2.
• Kofax Transformation Modules is certified to run on top of VMware ESX Server version 3.5 and VMware Server version 2.0. Note that the DirectX mode cannot be initialized when running the Result Matrix in a VMware environment.
6 Kofax Transformation Modules Installation Guide
Installation This installation guide describes how to install Kofax Transformation Modules and perform maintenance on an existing installation. It also includes important installation notes. For installation purposes, it is assumed that you are familiar with Windows standards and user interfaces. Important Installation Notes This section lists important notes for installing Kofax Transformation Modules.
Step 2: Install Kofax Transformation Modules. Step 3: Activate the Kofax Transformation Modules license. Step 4: Port configuration for extraction services. Step 1 - Install Kofax Capture Refer to your Kofax Capture documentation for installation instructions. Step 2 - Install Kofax Transformation Modules You must install Kofax Transformation Modules on each Kofax Capture client and/ or standalone station where you want to use it. ➤ To install Kofax Transformation Modules 1.
Note The Startup type is selected per default as “Manual”. Mind that the installation will start the Kofax Transformation Modules - Batch Processing Service at once if it is configured as “Automatic”. Note The account will be checked and if it is not a valid account, an er- ror message will display. You can either return to the log on dialog box to reenter the account data, or you can continue the setup and install the services to the local system account. 6.
License activation is a process that establishes a link between the Project Builder and the Kofax Capture hardware key, which must be present at the time of activation. License activation requires administrator rights on the computer where it is performed. When activating the license, you must provide a user name and company name. For more information see User Guide for Kofax Transformation Modules- Project Builder - License Activation.
Use the following instructions to create and run a silent installation file. ➤ To create a silent installation file for Kofax Transformation Modules 1. Select Start | Run and enter cmd to open a window. 2. Within the window, change to the folder that contains the Kofax Transfor- mation Modules setup file. If the setup is located on a network drive, remember to map the network drive first. 3. Run the setup from the command line by entering the following command: setup /r /f1"FullNameResponseFile.
4. Follow the instructions in the setup wizard until the Feature Select window is shown. 5. Clear the Project Builder and Statistics option and continue the installa- tion, otherwise an error message appears and the installation is cancelled. Note that silent install can only be used for Kofax Transformation Modules - Server and the Kofax Transformation Modules - Validation.
/f1"FullNameResponseFile.iss" Specify the full path and name for the recording file, for example “C: \SilentInstall\ServerSetup.iss”. Note that the extension for the file is “iss.” Important Make sure that you have access to the directory where the recording is located. If needed, map the network drive before you execute the setup command. /f2"FullNameLogFile" Use this optional parameter to create a log file. Specify the full path and name for the log file, for example “C:\SilentInstall\ServerSetup.log”.
Note An error message is displayed if the installation program fails to register the Kofax Transformation Modules custom components. The unregistered components will not be available for use with Kofax Capture. For example, if the Kofax Transformation Modules - Validation is not registered, it will not be available as a queue for a batch class. ➤ To register custom modules 1. From the Administration module menu bar, select Tools | Custom Module Manager to display the Custom Module Manager dialog box. 2.
The additional recognition engine KADMOS 4.2 ®, developed by re Recognition GmbH, is available as an option in the standard installation package of Kofax Transformation Modules, but must be licensed separately. Note Asian languages can be displayed only when these language options are in- stalled for your Windows operating system. Maintenance This section describes how to modify, repair, or remove (uninstall) Kofax Transformation Modules components.
Removing Kofax Transformation Modules You can remove (uninstall) all Kofax Transformation Modules components from the Kofax Transformation Modules Setup Maintenance program or the Add/Remove Programs utility from the Windows Control Panel. ➤ To remove Kofax Transformation Modules (using the Kofax Transformation Modules Setup Maintenance program) 1.
4. Click Remove and follow the instructions presented to you.
18 Kofax Transformation Modules Installation Guide
