Liquid Office has changed its name to Autonomy Process Automation (APA). The version number is at 7.1 and 7.2 is due out soon. It has a new feature than makes hooking a workflow process to an existing HTML form very easy to do.
Who is finally ready to get off their laurels and start looking at Oracle BPM 11g? I knew I was, the question I had was: where do I start? I figured the best place to start would be to actually install the software. A special thanks to one of our Systems Engineer, Les Harris who helped in getting me going on installing the software. I installed the entire Oracle BPM 11g stack on my laptop and documented the procedure.
In KTM there is a nifty feature to search the entire document for a date field. It will recognize all dates existing on the form and with some other snazzy logic you can find the date you are looking for. If it is nearby the word “recieved”, then you probably have a recieve date. Easy, right?
Okay, sometimes dates get a little more tricky. “
3-17-20011” and “
MAR 17, 2001” are all valid date strings. Any of those formats could be found on your document. In KTM there is a nifty feature to search for the string “
MAR” and replace it with a “
3” when searching for dates. You use it in your locator’s regular expression. You can setup your own dictionary of months to look for “
March” or “
Mar” (or “
Marzo” if you need internationalization).
Here’s the gotcha. I recently found text in an OCR’d document like this: “
19 NOV2008“. It’s a bit of an odd string. The OCR engine didn’t think there was enough space between the “
NOV” and the “
2008” to put an actual space character in the ORC’d text. So, I can read it, but KTM can’t. The nifty feature to search for the string “
NOV” fails because it is only looking at whole words, those with whitespace on either side. Unfortunately, there is no option in the KTM dictionary setup to change this.
Here’s the fix. Modify the default KTM regular expression from this:
You can now make the space character optional in your regular expression search. You are no longer using the month dictionary, but that’s okay. This logic is only to locate a date, not translate it from a string to a date when found.
This example demonstrates how to use a .Net Web Service WebLookup in the ILINX Capture Client. The sample C# project can be downloaded at http://downloads.ilinxcapture.com/samples/ilinxweblookupsample.zip. You will need to create an ILINX Document Type with at least the following three fields.
- Client Account Number
- Document Type
- Sub Type
This example only returns the following XML String to ILINX Capture to populate the 3 index values. The XML string is in the same format that was provided to us from the ProcessXML Function parameter IndexXML. The Value node of the XML is the index data that is then populated in the web client. This data can be manipulated in many ways before returning to the calling ILINX Capture Web Client.
<ILINX><IndexList><Index><Name>Client Account Number</Name><Label>Client Account Number</Label><ReadOnly>0</ReadOnly><Visible>1</Visible><Value>Client Account Number</Value></Index><Index><Name>Document Type</Name><Label>Document Type</Label><ReadOnly>0</ReadOnly><Visible>1</Visible><Value>Document Type</Value></Index><Index><Name>Sub Type</Name><Label>Sub Type</Label><ReadOnly>0</ReadOnly><Visible>1</Visible><Value>Sub Type</Value></Index></IndexList></ILINX>
To use the web service it must be published to an IIS Web Server. Once published to the web server you must access the web service and generate a WSDL file.
1. Navigate to the new Web Service ASMX file, for example: http://lptbryan/ilinxweblookupsample/ilinxweblookupsample.asmx?wsdl
2. Save this file to the C:\inetpub\ILINX\QXServices or equivalent in your environment as the filename.WSDL, for example ilinxweblookupsample.WSDL
3. Open the newly created file with a text editor like notepad and modify the ProcessXMLResponse section. Chagne ProcessXMLResult to Result.
Original WSDL File
My current project has a requirement to do several Oracle EBS validations and lookups from the Kofax KTM validation window. For example, one requirement is to present the validator with a list of Suppliers. Another is to check for a duplicate invoice number in EBS. I can easily add additional methods as needed.
Kofax KTM provides Win Basic scripting language that can accomplish some of this, but it’s difficult to use compared to modern programming languages. After a little research I discovered it was feasible to create and call methods in a COM object from KTM Win Basic. This meant I could expose a C#.NET dll via COM Interop but have all the power of any version of the .NET framework and Microsoft Visual Studio available to do the heavy lifting.
My C# methods return either arrays or booleans back to KTM where I then use the Win Basic language to present results to the validation user. I can debug my C# code by attaching to the KTM Project Builder exe while running validation tests.
Setting up the C# Class
The first step is to create a project in Visual Studio and set up a class to contain the methods you will call in KTM. The prefered method is to use interfaces in case you need to change the methods without breaking the inferface. Here is an example. Continue reading
If you are developing forms in LiquidOffice, chances are form owners have asked you to include drop lists to ensure data integrity in your backend database or repository. And just as likely they have asked for drop list value changes AFTER the form has been published. Or sometimes there is a business need to accommodate frequent drop list value changes. In many cases it is advantageous to allow users to make the drop list value changes themselves. One approach is to use a LiquidOffice drop list maintenance form, and restrict access to this form to the appropriate power users. Whenever the need for a change arises the maintenance form is available.
To get started, create a database to house the drop list values. Each field in the table will correspond to a drop list on your form. Populate these fields with the initial values the form owner has provided.
Next, create a connect agent to your database. In LiquidOffice Management Console, highlight the Connect Agent icon then select File/ Add. The wizard walks you through steps where you name the connect agent and the type (SQL DataBase Read/Write in my case). Select a JDBC driver and modify the JDBC URL to reflect your hostname and database name. Provide credentials, select ‘LookUp Only’, and you are done.
When designing your form’s drop list, go into the properties to select Control type: drop list and List source: dynamic (from database). You can then select the connect agent, table and column and you are set. If you want the display column to be different than the storage column, click Storage Column and select another column from the drop list. An example: Display = “Arizona”, Storage =”AZ”. Remember you must publish the form to confirm the drop list is correctly populated.
Now create another LiquidOffice form to perform maintenance on the drop-list table. Continue reading
Quite often, System Engineers are called upon to solve unusual problems. The greater our depth of knowledge about various technologies, the greater our problem solving ability.
My primary technology tool belt consists of knowledge in document capture, business workflow, enterprise content management, web development, .NET programming and web services, ERP Accounts Payable systems, and several other useful technology tools and systems.
Recently, a customer came to ImageSource with a problem. We had taught the customer how to use the PAWSER Oracle Imaging and Process Management (IPM) web SDK capability. What PAWSER makes possible is a specially constructed URL that can securely call an IPM system and retrieve a specific stored image. The P in PAWSER stands for “public” meaning there is no need for the calling user to log in to the imaging system.
For example, consider the following URL:
“APSEARCH”: This is the name of the Saved Search being queried in Oracle IPM
“CheckDate”: The field being searched
“CheckNumber”: The field being searched
“VendorNum”: The field being searched
“Viewer=ImagingPlugin”: This launches the IPM viewer
In this case, the customer was dynamically constructing this url in a J.D. Edwards WORLD ERP system to retrieve an image related to an invoice screen. The problem is that the WORLD environment only allows 123 maximum characters for the URL string. The required URL for the call has more characters than that.
So stop here, don’t look below. How would you solve the URL length problem?