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Note By default, the modules are added in the recommended order for processing. To
change the order, select a module on the list of Selected Queues and drag it to another
position. (Batch routing rules are enforced. For example, you must scan a batch before
you can validate it, so Scan must always be listed before Validation.)
The module is added to the list of Selected Queues.
d Repeat substeps b and c for each module you want to add.
e Click Apply to save your batch class information without closing the window.
8 Specify the setup options for the selected modules.
a Click the Queues tab.
b Select a module on the list of Selected Queues.
c Click the Properties button.
d Select options for the module.
e Repeat substeps b-d for each module in the list of Selected Queues.
f Click Apply to save your batch class information without closing the window.
9 Specify the separation and form identification options for the batch:
a Click on the Separation and Form Identification tab.
b Select a separation and form identification profile.
You can select one of the profiles listed on the window, or a custom profile. To select
a custom profile, select the Custom option and then select a profile from the list. All
predefined profiles are available. If none of the profiles is appropriate for your needs,
select the Custom option and click Edit to define a custom profile on the Custom
Document Separation and Form Identification window.
c Click Apply to save your batch class information without closing the window.
10 Specify advanced options for the batch class. These options apply to all documents in the
batch.
a Click the Advanced tab.
b Select a processing module at which the Partial Batch Export feature should go into
effect.
If you select (none), the feature is not used.
c Select a processing module at which to sort documents.
The documents are sorted by document class, and within each document class, by
form type. The documents retains this sort order from the selected processing module
until they are exported. This could be useful if you are using validation and/or export
connectors with concurrency limitations.
d Select the “Clear index fields on pages that are replaced or moved” check box.
e Select the “Validate data entry input, even if value does not change” check box.
This causes the post-validation script to be deployed every time the validation and
verification operators tab out of an index field.
f Select the option to re-endorse pages being rescanned in the Quality Control module
or the Scan module.
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g Select the option to prompt the operator for a new endorser string counter number
when pages are rescanned in the Quality Control module or the Scan module.
h Select the option to allow the inclusion of non-image files (eDocuments) in batches
associated with this batch class.
i Select a color image cleanup profile, and update it by clicking Edit.
11 Click Apply to save your batch class information without closing the window.
12 Click OK to save your batch class information and close the window.
Once you create a batch class, you must publish it to make it available for batch creation.
Using Database Validation
Use the Database Validation feature to automatically fill in index fields from data stored in a
database.
Procedural Overview
This section describes the basic procedure to follow for using the Database Validation feature.
The following assumes that the batch and document classes are already defined. It also
assumes that the Validation module is in the batch class module.
1
Select a document class.
2
Open the Database Validation window.
3
Complete the setup windows.
4
If necessary, adjust the order of the validations.
5
Publish and process the batch.
Adding a Database Validation
Before you can take advantage of the Database Validation feature, you must add a validation
and set parameters.
1 Select the appropriate document class in one of the tree views.
2 Right-click the selected document class to open a context menu.
3 Select Database Validation.
The Database Validation window appears.
4 Click Add to view the Database Validation Properties window - Database tab.
5 In the Name field, provide a name for this database validation.
Try to use a name that is meaningful to you or your operators.
6 On the Database type list, select the type of database to use when looking up the data.
Depending on your selection, the lower portion of the screen may vary slightly.
7 In the next field, for an Access database, provide the name of the Access database file.
For an ODBC level 3 compliant data source, provide the name of the data source. For a
SharePoint list, provide a URL.
8 Provide the workgroup file name (Access only).
9 Provide a user name and the password, if required.
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10 Click the Table Settings tab to display the table options.
11 On the “Index field to validate” list, select the index field to use as the basis for a match.
12 On the “Validate against table” or “Validate against list” list, select the item that contains
the necessary data.
13 On the “Match column” list, select the item that contains the data that serves as the basis
for a match. The contents of this column are compared to the index field you selected
earlier.
14 Select Auto-fill index fields from results to link index fields to database fields.
15 Match the index fields you want to have automatically filled to the corresponding
database columns. If you leave a match blank, auto-fill does not occur for that index field.
16 Click the Options tab and set the options.
17 Click the Workstation tab and set up the caching options.
18 Click the KCN Server tab and set up the type of database connection and cache to use.
Depending on the database type, the settings on this tab may be unavailable.
19 Click OK to close the window and add your database validation to the list in the
Database Validation window.
Note You can change the order of database validations in the Database Validation window
by selecting a validation and dragging it up or down. Database validations are processed in
the order listed.
Removing a Database Validation
1 Select the appropriate document class in one of the tree views.
2 Right-click the selected document class to open a context menu.
3 Select Database Validation.
The Database Validation window appears.
4 Select the database validation to remove.
5 Click Remove to delete it from the list.
Editing a Database Validation
1
Select the appropriate document class in one of the tree views.
2
Right-click the selected document class to open a context menu.
3
Select Database Validation.
The Database Validation window appears.
4 Select the database validation to edit.
5 Click Properties to open the Database Validation Properties window.
6 Make any necessary changes.
7 Click OK to close the window and save your edits.
Moving a Database Validation in the List
1
Select the appropriate document class in one of the tree views.
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2 Right-click the selected document class to open a context menu.
3 Select Database Validation.
The Database Validation window appears.
4 Select the database validation to move.
5 Drag it up or down in the list.
Downloading Batch Classes Using Automatic Synchronization
You can set a specific synchronization time when new or modified batch classes are
downloaded automatically to the appropriate remote sites. The batch classes that a site
receives depend on the remote site profile for that site.
1
Create or select a remote site profile at the central site using the Kofax Capture Network
Server Remote Site Profiles window available from the Administration module and
assign it to a remote site.
Once the remote site profiles are defined and downloaded to the remote site, the settings
take effect for the remote site.
2 If desired, you can also set synchronization polling times at the remote site in the RSA
Polling Settings window. This window is available from Batch Manager at the remote
sites.
The polling times set by either method are also used by the RSA if it has been installed as a
service.
Using eDocuments
Use the eDocuments feature to seamlessly process batches containing both image and non-
image files. The support of eDocuments is controlled at the batch class level, and each batch
class can be set independently of other batches.
Using eDocuments in a batch is simply a matter of selecting the feature.
Selecting the eDocuments Feature
1 Create a batch class or select an existing batch class to edit.
2 Right-click to display the context menu.
3 Select Properties to display the Batch Class Properties window.
4 Click the Advanced tab.
5 Select the Allow import of non-image files check box.
6 Click OK to save your settings and close the window.
Note When you create a new batch class, eDocuments are inactive by default.
Showing eDocuments
You can select to show or hide eDocuments in the image viewer.
1 Open one of the following:
▪ Scan module
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▪ Quality Control module
▪ Validation module
▪ Verification module
2 Click the Kofax Button, and then click Options.
The Options window appears.
3 Click the View tab to display viewing options.
4 Select the Suppress eDocument file display check box.
5 Click OK to save your settings and close the window.
Enabling Single Document Processing
By default, Kofax Capture processes all the documents in a batch as a group. This means that
in a batch of a hundred documents, the first document is not sent to the next module until
the rest of the 99 documents are processed. Single document processing removes this delay
by creating a new batch every time a new document is separated so that the single document
batch can be sent to the next module as soon as it is separated. Depending on the system
configuration and the number of documents in each batch, single document processing can
significantly speed up document processing.
Note Single document processing is only available when the Scan module automatically
performs document separation; otherwise, an error occurs when you publish the batch class,
and you have to either change the separation method or turn off single document processing.
Single document processing is not available for use in the Quality Control module or with
Kofax Capture Import Connector - Email.
1
On the Batch class tree view tab, select the batch class to edit.
2
Right-click the selected batch class, and then click Properties.
3
On the Batch Class Properties window, select the Advanced tab.
4
Select the Process documents as independent batches check box.
5
Click OK to save your settings and close the window.
Validating a Batch Class
You can validate a batch class before you publish it. This might be useful if you are editing a
batch class and are not ready to make it available for use. You can validate the batch class as
you make your changes to troubleshoot potential problems.
Validating a batch class does not make it available for use. You cannot create batches based
on a batch class until the batch class is successfully published.
1 On the Home tab, in the Batch Class group, click Publish.
2 On the Publish window, select the name of the batch class to validate.
3 Click Validate.
The validation process runs stringent checks on your batch class selections. The results of
the validation process appear in the Results box.
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Publishing a Batch Class
When finished setting up or editing a batch class, you must publish it. Publishing your batch
class ensures it is complete and ready to use to scan or import documents.
Note You cannot create batches based on a batch class until the batch class is successfully
published. Also, you can validate
a batch class before you publish it.
1 On the Home tab, in the Batch Class group, click Publish.
2 On the Publish window, select one or more batch classes to publish. (Or, you can click
Select All to select all batch classes on the list.)
3 Validate your batch classes before you attempt to publish them.
a Click Validate.
The validation process runs stringent checks on your batch class selections. The
results of the validation process appear in the Results box.
b
If errors are found, click Close and fix the problems. If warnings are found, click
Close and check the problems. If no problems are found, continue with step 3.
4
Publish your batch classes.
a
Click Publish.
The publishing process runs stringent checks on your batch class selections. The
results of the process appear in the Results box.
b If errors are found, click Close and fix the problems. If warnings are found, click
Close and check the problems. If no problems are found, continue with step 4.
Note You can copy the text displayed in the Results box and paste it into a text file
or document. This might be helpful if problems were found and you want to review
them later.
5 Repeat for each batch class you want to publish.
6 Click Close to close the window.
Tip Be aware of the following:
▪ Warnings are generated for settings that could cause a problem. You should check the
settings to ensure they are what you intend.
▪ Errors are generated for settings that prevent the successful processing of a batch. You
must fix these settings before you can publish the batch class.
▪ After you validate or publish your batch classes, you can copy the text displayed in the
Results box and paste it into a text file or document. This might be helpful if warnings or
errors were found and you want to review them later.
Renaming a Batch Class
You can rename a batch class on the Batch class tree view tab or the Batch Class Properties
window. When renaming a batch class, be aware of the following:
▪ As soon as you rename a published batch class, it is automatically unpublished
(unavailable). The new name goes into effect when you republish the batch class.
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▪ After you rename a batch class, any existing batches created under the original batch class
name retain their references to the original name.
▪ Duplicate batch class names are not allowed.
▪ If a renamed batch class contains a document class with an export connector referring to
the batch class name, you must update each batch class name reference in the connector
settings.
Renaming a Batch Class on the Batch Class Tree View Tab
1 On the Batch class tree view tab, select the batch class to rename.
2 Press F2 to enable Edit mode, and then type the new name.
3 Press Enter to save the new batch class name.
Renaming a Batch Class on the Batch Class Properties Window
1
On the Home tab, in the Edit group, click Properties.
The Batch Class Properties window appears.
2 On the Batch Class Properties window, place your cursor in the Name field and replace
the existing name with a new name.
3 If appropriate, update the Description field.
4 Click Apply to save the new batch class name without closing the window.
5 Click OK to save the new batch class name and close the window.
Editing a Batch Class
After editing a batch class, you must publish it before your changes can be applied to batches.
The changes cannot be applied to batches created before the new publication date.
1
On the Batch class tree view tab, select the batch class to edit.
2
On the Home tab, in the Editing group, click Properties.
The Batch Class Properties window appears.
3 On the Batch Class Properties window, edit the properties.
4 Click Apply to save your settings without closing the window
5 Click OK to save your settings and close the window.
Deleting a Batch Class
1 On the Batch class tree view tab, select a batch class.
2 On the Home tab, in the Editing group, click Delete.
Document Classes
A document class is a definition of a particular type of document, such as an order form or
medical form. For each document class, you can specify:
▪ Index fields to use to retrieve the documents (optional)
▪ Attributes for the defined index fields (such as hidden, sticky, etc.)
Documents you may be interested
Documents you may be interested
