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KCIC
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Advanced Email and Fax Administrator's Guide
3
Contents
Preface .......................................................................................................................................5
Introduction ..........................................................................................................................5
Related Documentation ......................................................................................................5
Online Help .....................................................................................................................5
Release Notes ...................................................................................................................5
Training .................................................................................................................................5
Technical Assistance for your Kofax Product .................................................................5
1
System Requirements .............................................................................................................7
Introduction ..........................................................................................................................7
Supported Operating Systems ...........................................................................................7
Required Software ...............................................................................................................7
Required Fax over IP Infrastructure .................................................................................8
Supported Formats for Document Conversion ...............................................................8
2
Installation ................................................................................................................................9
Installing Message Connector ............................................................................................9
Installing KC Plug-In ..........................................................................................................9
Installing ImageMagick ....................................................................................................10
Installing Microsoft Office ................................................................................................10
Installing OpenOffice.org Extension ..............................................................................10
Third-Party Software ........................................................................................................11
Deployment Scenarios ......................................................................................................11
Standalone Scenario ......................................................................................................11
Load-Balancing Scenario .............................................................................................11
Failover Scenario ...........................................................................................................11
3
Configuration .........................................................................................................................13
Configuring Incoming Messages ....................................................................................13
Configuring Email Import ...........................................................................................13
Configuring Fax Import ...............................................................................................13
Connecting to Message Connector as SMTP Server ................................................14
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Contents
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KCIC
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Advanced Email and Fax Administrator's Guide
Connecting to a POP3 Mail Box ..................................................................................15
Configuring Document Conversion ...........................................................................16
Configuring Processing in Kofax Capture .....................................................................16
Importing Batch Classes ..............................................................................................16
Configuring Destination for Imported Messages ....................................................16
Connecting KC Plug-In and Message Connector .....................................................17
Starting / Stopping the KC Plug-In Service ..............................................................17
Configuring Behavior When Importing to Kofax Capture Fails ...........................18
Licensing .............................................................................................................................18
Configuring SSL Connection ...........................................................................................18
SecurityBoost ......................................................................................................................19
Windows Failover Clustering ..........................................................................................19
Prerequisites ..................................................................................................................19
Installing Message Connector .....................................................................................19
Configuring Clustered Service and IP Address .......................................................20
Availability of Clustered Service ................................................................................20
Uninstalling Message Connector on a Failover Cluster ..........................................20
Message Fields ...................................................................................................................20
4
Operation and Maintenance ...............................................................................................23
Message Connector Status Monitor ................................................................................23
Sending Test Messages .................................................................................................23
Viewing Messages ........................................................................................................23
Managing Failed Messages Manually .......................................................................24
Monitoring the Status of the Message Connector ....................................................24
Log Files ..............................................................................................................................25
5
Scripting Interface .................................................................................................................27
Adding References to Your Scripts .................................................................................27
IBatchNameFormatter Interface Definition ...................................................................28
IDocumentScript2 Interface Definition ..........................................................................28
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KCIC
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Advanced Email and Fax Administrator's Guide
5
Preface
Introduction
This guide contains essential information about installing and configuring Kofax Capture Import
Connector – Advanced Email and Fax (also called KCIC – Advanced Email and Fax).
This guide assumes that you have a thorough understanding of Windows standards,
applications, and interfaces. It also assumes that you have a thorough understanding of the
Internet, your network configuration, and Kofax Capture.
This guide is for system administrators who are installing and configuring KCIC – Advanced
Email and Fax, or who need a description of the installation procedures, requirements, and
configuration.
Related Documentation
In addition to this KCIC – Advanced Email and Fax Administrator's Guide, KCIC – Advanced Email
and Fax includes the following documentation:
Message Connector online Help and KC Plug-In online Help
Release notes
Online Help
The online Help included in KCIC – Advanced Email and Fax provide online assistance for
system administrators and operators alike. You can access online Help from any KCIC –
Advanced Email and Fax window by clicking Help.
Release Notes
Late-breaking product information is available from release notes. You should read the release
notes carefully, as they contain information that may not be included in other KCIC – Advanced
Email and Fax documentation.
Training
Kofax offers both classroom and computer-based training that will help you make the most of
your Kofax Capture solution. Visit the Kofax Web site at www.kofax.com for complete details
about the available training options and schedules.
Technical Assistance for your Kofax Product
Support for your Kofax product is provided by your primary application support provider,
which is specified as part of the maintenance agreement associated with your purchase. Please
contact your Kofax application support provider for technical assistance.
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Preface
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KCIC
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Advanced Email and Fax Administrator's Guide
For more information about your product, visit the Kofax Support pages at www.kofax.com for:
Product information and release news
Access to the Kofax Knowledgebase
Access to the online Case Management System (for eligible customers)
Downloadable product documentation
Before contacting your Kofax application support provider, please gather the following
information where applicable:
Product name, version, and serial number
Log files
Product license
Exact error message(s)
Reproduction scenario
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KCIC
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Chapter 1
System Requirements
Introduction
KCIC – Advanced Email and Fax is designed to import email and fax messages, convert them
into Kofax Capture compatible format and then forward them to Kofax Capture. It has two main
components:
Message Connector
KC Plug-In
This guide provides important information about installing and configuring KCIC – Advanced
Email and Fax, including:
Operating requirements that must be met to successfully install KCIC – Advanced Email and
Fax
Preparations, decisions, precautions, settings, and helpful hints that will help you successfully
and efficiently install KCIC – Advanced Email and Fax
Instructions for configuring KCIC – Advanced Email and Fax
Instructions for operating and monitoring KCIC – Advanced Email and Fax
Supported Operating Systems
KCIC – Advanced Email and Fax is supported on the same operating systems as Kofax Capture.
Required Software
KCIC – Advanced Email and Fax is compatible with the following versions of Kofax Capture:
Kofax Capture 8 (SP5 or later)
Kofax Capture 9 (SP1 or later) with VRS 4.5 SP1
When updating the VRS, it is required to manually copy the file ―ijl20.dll― from
―<programs>\Kofax\Capture\ImgCtls\IJL4TTN2― to
―<programs>\Kofax\Capture\ImgCtls\bin―.
For converting Microsoft Office files, one of the following is necessary:
OpenOffice.org (certified version 3.2)
Microsoft Office 2007 SP2
Microsoft Office 2010
Optionally, for converting and normalizing image files, the following application is necessary:
ImageMagick (use the version bundled with the product)
For converting HTML files, one of the following is necessary:
Microsoft Office 2007 SP2
Total HTML ConverterX
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KCIC
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Advanced Email and Fax Administrator's Guide
Note Third-party software like Microsoft Office requires appropriate license. Customers must
provide their own licenses, as these are not included in the KCIC – Advanced Email and Fax
license.
Required Fax over IP Infrastructure
KCIC – Advanced Email and Fax requires fax over IP environment to receive incoming faxes.
The fax over IP system must support either H.323 or SIP signaling in addition the T.38.
When using H.323, one of the following connection options must be supported:
– Integration as H.323 trunk like a standard gateway
– Integration via H.323 gatekeeper as terminal
– Integration via H.323 gatekeeper as gateway
When using SIP, one of the following connection options must be supported:
– Integration as SIP gateways with optional UserId/Password authentication
– Integration via SIP registrar with optional UserId/Password authentication
In both cases SIP via UDP/IP must be supported.
The IP system must support VoIP using G.711 (A-law or u-law)
The mode changes from Voice to T.38 must be signaled using H.323/SIP message (protocol
based switch-over). Proprietary methods like NSE-based switch-over (may be used by
gateways connected via SCCP protocol to an IP environment) are not supported.
Contact Kofax staff for more detailed information about compatibility, configuration and hints
with various different FoIP systems.
Supported Formats for Document Conversion
The table below shows what document formats KCIC – Advanced Email and Fax supports for
document conversion with various third-party tools.
Microsoft Office
OpenOffice.org
Total HTML
ConverterX
ImageMagick
Word documents
x
x
Excel documents
x
x
PowerPoint
documents
x
x
Text documents
(both attachments
and email body)
x
x
HTML documents
(both attachments
and email body)
x
x
Images (bmp, gif,
jpg, png, tif)
x
Additionally, KCIC – Advanced Email and Fax can convert PDF files to TIFF format. However,
PDF files with Adobe XML Forms Architecture (XFA forms) created by Adobe LifeCycle
Designer are not supported.
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KCIC
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Advanced Email and Fax Administrator's Guide
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Chapter 2
Installation
Installing Message Connector
The Message Connector is one of the two main components of KCIC – Advanced Email and Fax.
It is responsible primarily for collecting messages from SMTP email, POP3 email, and fax, and for
converting them to a format compatible with Kofax Capture.
This component may be installed on the Kofax Capture computer. However, for performance
reasons, it is generally recommended to install Message Connector on a separate computer that
can be accessed by Kofax Capture via network.
With the default configuration Message Connector uses the following ports:
TCP port 25 – used for SMTP
TCP port 25086 – used for web interface between KC Plug-In and Message Connector
TCP port 1720 – used for fax over IP via H.323
UDP port 5060 – used for fax over IP via SIP
If other applications use any of these ports, you must change them in Message Connector
configuration. Firewalls or virus scanners are known to block traffic on the ports, especially port
25. Review the settings of these products in case of connection problems.
To install Message Connector
1
Start splash.hta from the KCIC – Advanced Email and Fax installation folder.
2
Click Install Message Connector. The Message Connector setup wizard is displayed.
3
Follow the setup wizard, using default options.
4
Wait until Message Connector is installed. Click Finish.
Installing KC Plug-In
The KC Plug-In is one of the two main components of KCIC – Advanced Email and Fax. It is
responsible primarily for delivering messages from Message Connector to Kofax Capture.
This component must be installed on the Kofax Capture computer. A supported version of Kofax
Capture must be installed before installing KC Plug-In. Refer to Required Software for information
about supported versions of Kofax Capture. Installing KC Plug-In is not supported on a Kofax
Capture remote site.
To install KC Plug-In
1
Start splash.hta from the KCIC – Advanced Email and Fax installation folder.
2
Click Install KC Plug-In. The KC Plug-In setup wizard is displayed.
3
Follow the setup wizard, using default options.
4
Wait until KC Plug-In is installed. Click Finish.
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KCIC
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Installing ImageMagick
ImageMagick is a software for conversion and transformation of images. In KCIC – Advanced
Email and Fax it is an optional component used to convert images to TIF format and normalize
them before they are imported to Kofax Capture.
ImageMagick has to be installed on the same computer where Message Connector is installed.
To install ImageMagick
1
Start splash.hta from the KCIC – Advanced Email and Fax installation folder.
2
Click Install Image Conversion (optional).
3
Depending on your Windows settings, a security warning might appear. Click Run.
4
Wait until ImageMagick is installed.
Using ImageMagick for normalization has to be enabled in KC Plug-In destination configuration.
Installing Microsoft Office
KCIC – Advanced Email and Fax can use Microsoft Office for document conversion.
Before you can convert documents with Microsoft Office
1
Install a supported version of Microsoft Office on the same computer as Message Connector.
Refer to Required Software for supported versions.
2
Make sure that at least one printer is installed (required for Microsoft Excel document
conversion).
3
Start all applications (Word, Excel, PowerPoint) at least once and respond to the initial
prompts.
Note Customers are responsible for providing appropriate licenses for third-party software.
Installing OpenOffice.org Extension
KCIC – Advanced Email and Fax supports the conversion of Microsoft Office documents via
Microsoft Office or OpenOffice.org. In case of OpenOffice.org, you need to install the KCIC –
Advanced Email and Fax OpenOffice.org extension.
This component has to be installed on the same computer as Message Connector.
To install OpenOffice.org extension
1
Install a supported version of OpenOffice.org. Refer to Required Software for information about
supported versions of OpenOffice.org.
2
Shut down all OpenOffice.org processes (including Quickstarter).
3
Start splash.hta from the KCIC – Advanced Email and Fax installation folder.
4
Click Browse. The Windows Explorer window shows the content of the CD.
5
Go to the folder MC\OpenOfficeExtension and start Install.bat.
6
Wait until the extension is installed.
You can manage installed OpenOffice.org extensions by selecting Tools | Extension Manager
from any OpenOffice.org application menu. The extension list should include ―Kofax Conversion
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