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

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.

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

Learn how to add Server Side Extensions to a workflow in ILINX 6.0

ImageSource recently announced the release of ILINX 6.0. The new version of ILINX Capture includes a workflow IXM (ILINX Extension Module) that allows a C# programmer to add their own code to the workflow. As a Sr. Systems Engineer for ImageSource, I would like to give you a quick overview of how to setup and add the code so that you can perform this action yourself.

Once ILINX Capture 6.0 is installed, you should find a subfolder under the install folder (c:\Program Files\ImageSource\ILINX Capture) named “Sample Code”. This subfolder contains a zip file that you can use to unzip the contents to a folder on your hard drive. You can then use the provided Visual Studio shell (Visual Studio Express 2013 for Windows Desktop is free) to open and code/de-bug/build the Server Side Extension. The files listed in the zip file are:

As you can see, there is a solution file that you can open in Visual Studio Express 2013 for Windows Desktop that will allow you to access the layout for each section listed. When you open this file you will get Continue reading

Workflow queue routing in ILINX® Capture 5

Let’s say you want to route a batch in the ILINX Capture workflow depending on the value of a certain index.  Maybe this is an AP solution and you want to route to a different queue based on document type.  Here is the simple way to do that:

Continue reading

Microsoft Workflow Foundation Samples

I have included a link to the MSDN site that provides Windows Workflow Foundation Samples for many different scenarios.  This is a great tool to familiarize yourself with the workflow structure we use in our ILINX Capture product.

http://msdn.microsoft.com/en-us/library/vstudio/ms741723%28v=vs.90%29.aspx

Andrew Skovran
Support Engineer
ImageSource, Inc.