Indexing Tables in Kofax-Based Environments

We recently had a customer who needed to migrate off of an aging and highly customized Capture/indexing/workflow one-off solution. At the center of many of their form types in this system was a repeatable field collection object that functioned much like how you would expect a .NET DataTable control to function – values could be added horizontally to the current “row”, and at the end of it you could hit enter and a new “row” would be added. As you moved through, you also had the ability to validate the line item as a whole. In other words, nothing too out-of-the-ordinary.

Unfortunately, this stood out as a red flag for both myself and my coworker when we first saw it, since we were migrating the client to Kofax Capture. There’s nothing inherently wrong with Kofax’s flagship product, in fact it is an excellent tool for getting content where it needs to be, often in record time. One thing it doesn’t do well out-of-the-box, however, is table fields. Defining one looks normal enough, but when you actually get the chance to index them, each column ends up being a standard index field. Needless to say, turning the table 90 degrees counter-clockwise and forcing keyers to manually delimit values is not an ideal experience, especially when 99% of your form is tables that need to be indexed. Continue reading

Registering DLLs in COM with WiX for creating an MSI installation package for a Kofax Custom Panel

I was working on a project recently for a customer that was upgrading their Kofax versions and making some enhancements to a custom Kofax panel that we had written for them some time ago. Like any good developer, I migrated the code for the custom panel to the latest version of Visual Studio I had, (in this case, Visual Studio 2012). I had finished development and was discussing installation when the customer requested an MSI package to install the custom panel. Unbeknownst to me, Visual Studio 2012 had dropped their support for the easy, drag and drop, built in set up and deployment project to create MSI’s.

In doing some research, I found many developers had migrated to using the open source WiX product to create MSI packages, (http://wix.codeplex.com/). One can download WiX and integrate it directly into Visual Studio. Everything was fairly straight forward on following their tutorials except for one snag: in order to get the custom Kofax panel to install correctly, I had to register the custom DLLs as COM Components, not in the GAC. After a lot of head scratching, I finally figured out that I could use Heat (one of the WiX tools) to create a registry file of the DLLs to include in my WiX set up project. You can find out more about Heat here: http://wixtoolset.org/documentation/manual/v3/overview/heat.html. After the file was generated I was able to take the output of the Heat generated file and include it in my WiX install project to register the necessary DLLs. To do this, I followed these steps: Continue reading

ILINX 6.X Database Lookup IXM

ILINX 6.X is an easy to configure and easy to use software package to scan, index, and provide workflow. The workflow steps are based on IXM (ILINX eXtension Modules) that are very similar to a programming language. There are several different types of IXM’s available out of the box. The following is a quick listing by name of the out of the box IXM’s:

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By using the IXM’s, the designer of a workflow can have a batch move through single or multiple steps to perform any required task.

In addition to the IXM’s there can be actual code executed through a Client Side Extension or through a Server Side Extension. So there is little that cannot be accomplished using the ILINX Capture workflow IXM’s.

This week I would like to concentrate the discussion on a single IXM Database Lookup. The Database Lookup IXM is one of the most powerful when it comes to interacting with entities outside of ILINX. It not only allows ILINX to perform a database lookup and return column values to the Batch Profile or Document fields, but it also allows for the update of a database table’s columns. Continue reading

How ILINX Capture changed my document conversion workflow

I have been doing document conversion for roughly 15 years and there are numerous applications you can choose from that are a complete waste of time. I have unfortunately had the opportunity to work with some very cumbersome and complicated applications over the years. One of the applications we were using had modules you would have to open separately for every step in the conversion process. After scanning you would have to open the import module then you would have to open another module for document classification then another module for indexing then another module for Quality Control and another module for releasing the final product. I was introduced to a new application called ILINX Capture that changed my entire workflow. I fell in love with it. Now, I no longer have to open a bunch of separate modules to complete the conversion process. The conversion process takes place all in the same window document classification, QC, indexing, etc. ILINX Capture is so easy to use and a complete time saver. I recommend checking it out if you find yourself wasting time going through unnecessary steps when capturing and indexing your content.

Ryan Ivie
Conversion Services Manager
ImageSource, Inc.

Your new best friend – Steps Recorder in Windows 8

There is a not so hidden gem that may become your new best friend. This newfound friend’s name is “Steps Recorder”, aka “Problems Steps Recorder”. This handy application was introduced in Windows 7 and is present in all versions of Windows 8. It allows the user to activate its recording function, at which point all clicks of the mouse are now recorded with proper documentation and screenshots. Not only is this tool great to use for showing someone how you discovered a problem, it’s a great way to provide a user instructions to resolve the issue on their own. For a better understanding of the application and to see it in action check out the video below:

Jason Downer
Support Engineer
ImageSource, Inc.

How to troubleshoot SQL error [3566] & open applications in Kofax 10

I recently worked with a customer who was receiving the error below on a Client/Server installation with a standalone SQL instance (not built-in):

[3566] KdoLib: Network I/O error: A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (Provider: SQL Network Interfaces, error: 26 – Error Locating Server/Instance Specified) (-1)

After performing a clean install of Kofax 10 on a new workstation, they were unable to open Batch Manager, Administration, etc. The process could be seen in Task Manager, but the window would not open, and after about 20 minutes would show the error above.

To resolve this we first tested the connection to the SQL server using a .udl file. This can be done by creating a blank text file, then renaming the extension to .udl.

Open this new Data Link and fill in the fields for your SQL server and test the connection. If you do not get a success, verify that your server name, login, firewall, etc. are configured properly to access the server. Continue reading

Steps for a successful ECM migration using ILINX Export

As a Sr. Systems Engineer at ImageSource, I am currently engaged on a project where the customer had a need to migrate all content out of their Stellent IBPM 7.6.0.0 software platform. (This is the same product stack as Optika Acorde and Oracle IPM; the product has gone through a few name changes over the years with the different acquisitions.) In my experience, I have found there are several steps that need to be taken when considering migrating content from your current ECM repository.

The first steps in any migration are to analyze existing content and ensure that the majority has been discovered, identified and prioritized.

  1. Categorize content into categories (document types, applications, folders, etc.)
  2. Prioritize content based on:
    1. A business value rating to the content
    2. A difficulty level associated with the migration effort

Categorizing Content:
All discovered content should be cataloged by the indexes or field data that exists for it and the file formats used. All systems that may be migrated need to be investigated for existing export tools that can export data into various formats, such as CSV or directly to custom databases. If the system is lacking any direct export capability built into the product it is necessary to either develop a migration tool or purchase one. In my current project we are using a tool developed by ImageSource called ILINX Export. ILINX Export supports migrations out of Oracle IPM (along with Stellent IBPM and Optika Acorde), WebCenter Content 11g, EMC AppXtender, IBM FileNet P8, and IBM FileNet ImageServices. Continue reading