Module Customization Options

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1 Module 15 Customization Options Customization Options Reference material Custom scripting Export connectors Custom elements Custom extensions Custom modules Batch workflow Workflow agents Customization deployment Custom notes Customization Options Slide 2 Module Customization Options Customizing Kofax Capture In addition to the standard out of the box features, Kofax Capture can be customized to better suit unique and varied capture requirements. Reasons why Kofax Capture might be customized include: Streamline or bypass unnecessary operations Insert additional processes into the workflow or modify the operation of a workflow step Customize the user interface Customization is enhanced through a variety of Kofaxsupplied tools and code samples (many of these in the form of source code). Learn more details on how to customize Kofax Capture and get hands-on experience through the Customizing Kofax Capture course. Slide 3 Module Customization Options Page 1

2 Development Environment Support Kofax Capture supports the following development languages for export and import connectors, custom modules, workflow agents, and OCX panels: Visual Basic.NET version 2005, 2008, 2010, 2012 Visual C#.NET version 2005, 2008, 2010, 2012 For validation and recognition scripts and field macros: Softbridge Basic Language (SBL) 5.3 Visual Basic.NET 2005, 2008, 2010, 2012 Slide 4 Module Customization Options Reference Material -- Sample Source Code Sample source code is included with Kofax Capture 10 at: C:\Program Files(x86)\Kofax\Capture\Source\Sample Projects Samples are written in VB.NET Slide 5 Module Customization Options Reference Material Kofax Capture Developer s Guide The Kofax Capture Developer s Guide provides guidance information for customizing Kofax Capture and instructions to do so. Several examples and code segments are provided to enhance Kofax Capture processing. Available from the documentation link on the Kofax Capture media. Slide 6 Module Customization Options Page 2

3 Reference Material Kofax Capture Export Type Library API Ref The Kofax Capture Export Type Library API Reference contains the details of the Kofax Capture Export Type Library and is designed for use with the Kofax Capture Developer's Guide. Available from the documentation link on the Kofax Capture media. Slide 7 Module Customization Options Reference Material Kofax Capture API Reference The Kofax Capture API Reference is available from the documentation link on the Kofax Capture media. Slide 8 Module Customization Options Kofax Capture API Reference The Kofax Capture API Reference contains the details for each API library needed to customize Kofax Capture. Designed to be used with the Kofax Capture Developer s Guide as a primary resource for customizing Kofax Capture. Slide 9 Module Customization Options Page 3

4 Options for Customizing Kofax Capture Custom Scripting Softbridge Basic Language (SBL) scripts for field type macros, recognition scripts, validation scripts, and folder scripts VB.NET scripting Export connectors Custom Elements Uses ActiveX Controls to change Scan, QC, Validation and Verification Custom Extensions Setup OCXs Custom modules Workflow agents Slide 10 Module Customization Options Softbridge Basic Language (SBL) A powerful tool providing flexibility and added processing SBL is a complete programming language: powerful, easy to use, GUI adaptation of BASIC (compiled) SBL code may be written to accomplish special tasks during batch processing Tasks may calculate and supply values, check data for structure and content and reformat accordingly, even update or change data that is inside or outside Kofax Capture SBL scripts can be used to save keystrokes and improve accuracy when validating data Provided FREE Slide 11 Module Customization Options Options for SBL Scripting SBL scripts for field type macros, recognition scripts, validation scripts, and folder scripts Field type macros are associated with field types and supplement field type processing rules Recognition scripts are attached to custom recognition profiles and operate in the Recognition Server queue Validation scripts and folder scripts change the way a document class or a folder class works during Validation or Verification Two editors available: Launched from within Kofax Capture External (SBLDemo.exe) Slide 12 Module Customization Options Page 4

5 Creating a Script from the Ribbon Scripts can be created from the script icons in either the Home or Tools tabs. Slide 13 Module Customization Options Creating a Script from a Kofax Capture Object Scripts can also be created from an object (document class, folder class, or field type) within Kofax Capture. Slide 14 Module Customization Options Creating a Script from a Custom Profile Scripts can also be created from custom profiles. The scripts will then run when the profile is used in batch processing. Slide 15 Module Customization Options Page 5

6 SBL Code Updating a Database This example depicts the code for a message box prompting the Validation operator to update the database. The SQL command updates the external database. Slide 16 Module Customization Options Saving the SBL Script When the script is compiled and saved, Kofax Capture names it and saves in the following folder: C:\ProgramData\Kofax\Capture\AdminDB\Scripts Slide 17 Module Customization Options Validation - Data to be Changed Slide 18 Module Customization Options Page 6

7 SBL Code Working to do the Update Slide 19 Module Customization Options External SBL Editor SBL scripts can be modified using the free external editor located at: Program Files(x86)\Kofax\Capture\Bin\sbldemo.exe Scripts are stored in: C:\ProgramData\Kofax\Capture\AdminDB\Scripts Slide 20 Module Customization Options VB.NET for Scripting Kofax Capture supports VB.NET as an alternative to the SBL scripting language to create field, validation, and recognition scripts. Key advantages of the VB.NET programming environment over SBL are Unicode support for natural languages requiring multi-byte characters, support for regular expressions, and a large VB.NET knowledgebase for support in its use. When creating scripts, the option of using either VB.NET or the SBL scripting language is presented. Select either SBL or VB.NET when creating a script Slide 21 Module Customization Options Page 7

8 Creating a VB.NET Script VB.NET scripts can be created using Visual Basic 2005, 2008, 2010 or Visual Basic Express 2005, 2008, 2010, 2012 Slide 22 Module Customization Options Using Legacy VB 6 Components When using Kofax Capture 10 with custom components that were created with non.net development languages (e.g., Visual Basic 6), additional installation files are needed Kofax Capture 10 media contains a VB6 Components directory (subdirectory of Export Connectors folder) Includes the following files: mscomct2.ocx MSCOMCTL.OCX TABCTL32.OCX OCX files should be copied to the Kofax\Capture\Bin directory and registered using RegSvr32 Slide 23 Module Customization Options Export Connectors Provide a method to export images, OCR Full Text and PDF files, and data. Accomplishes Storage of documents and data High level Integration with the destination application Kofax Capture ships with four export connectors for exporting to: A flat text file A database A fax server An server The four export connectors provided as part of Kofax Capture include source code so they can be modified Slide 24 Module Customization Options Page 8

9 Export Connectors Have Been Rewritten The database and text export connectors have been rewritten in VB.NET and updated source code is included on the Kofax Capture media. Older release scripts that were written in VB 6 may require components that are no longer installed with Kofax Capture. These can be found in the following directory: Export Connectors\VB6 Components Slide 25 Module Customization Options Export Connector Text The source code for the Text Export Connector is located in: Program Files(x86)\Kofax\Capture\Source\Export Connectors\KCEC-Text Source code is provided and can be opened up in a Visual Basic editing tool and modified. Slide 26 Module Customization Options Export Connector Database The source code for the Text Export Connector is located in: Program Files(x86)\Kofax\Capture\Source\Export Connectors\Database Source code is provided and can be opened up in a Visual Basic editing tool and modified. Slide 27 Module Customization Options Page 9

10 Export Connectors A variety of export connectors are available for download from the Kofax Electronic delivery site. Source code is provided and can be opened up in a Visual Basic editing tool and modified. Detailed information about these export connectors can be found on the Kofax Web site. Slide 28 Module Customization Options Export Connectors Details are Available Online Details on the available export connectors may be found on the Kofax Web site: Software Kofax Capture Extensions Kofax Export Connectors Slide 29 Module Customization Options Kofax Capture Export Connectors Page 3 categories of export connectors are available: Kofax-supported export connectors, Partnersupported export connectors, and Freeware export connectors Slide 30 Module Customization Options Page 10

11 Export Connector Manager Use the Export Connectors Manager to register custom export connectors for use with Kofax Capture. Click on the Export Connectors icon in the Tools tab to launch the Export Connector Manager Slide 31 Module Customization Options Export Connector Manager Add Click on [Add] to register an export connector Follow the directions in the Kofax Capture Developers Guide for creation and placement of the necessary files Export connectors are now available to all document classes Slide 32 Module Customization Options Custom Elements Custom Elements provide the ability to customize Administration, Scan, QC, Validation & Verification Custom panels Custom menus and context menus Import scripts Attached to Actions or Events Uses ActiveX objects (OCX) to add or change the GUI and/or functionality Offers a high level of customization in Kofax Capture Import scripts also allow batches to be created automatically (requires appropriate licensing) Contact Kofax Technical Support or Kofax Professional Services for assistance. Slide 33 Module Customization Options Page 11

12 Panel Customization QC Queue This custom panel is displayed in the Quality Control module and represents a sample OCX intended to be a visual depiction of available events Slide 34 Module Customization Options Panel Customization Menus Added Menu options may be added or deleted as needed for a custom installation Slide 35 Module Customization Options Source Code is available at: C:\Program Files(x86)\ Kofax\Capture\Source\Sample Projects\StdCust Enable/Disable Menu and Toolbar Options Provides the ability to disable certain functionality to operators in the attended queues. An OCX can be written to block specific menu items and toolbar options. BlockFunction and RestoreFunction method calls are used. OCX disables toolbar feature. Feature not available. Slide 36 Module Customization Options Page 12

13 Custom Extensions Setup OCX Add user interface options and set runtime properties. Custom Modules Develop custom processing modules to perform special functions. Once the custom module is registered with Kofax Capture, it can be included in the batch processing workflow. Workflow Agents Create a custom application that allows custom routing of batches in Kofax Capture. A workflow agent is invoked whenever a batch is closed from any module. Slide 37 Module Customization Options Sample Setup OCX Source code is available at: C:\Program Files(x86)\Kofax\Capture\Source\ Sample Projects\SetupOCX\SmpSetup Slide 38 Module Customization Options Example Sample Setup OCX New menu items added to the Administration module The Kofax Front Office Server menu is an example of a sample setup OCX implementation Slide 39 Module Customization Options Page 13

14 Custom Modules Additional targeted applications that become part of the Kofax Capture workflow. Provides for a user interface during runtime. Become additional queue(s) anywhere between Scan and Export. Use XML data stream (XML transport files) to transfer files in and out of the Kofax Capture workflow. Batches are processed through the new queues in the same manner as they are with standard Kofax Capture queues. Custom Modules are written in Visual Basic and must be registered with Kofax Capture. Slide 40 Module Customization Options Custom Module Examples Examples: A module for adding annotation to an image Check reader module A patient medical records module A module that compares and matches signatures to an existing history file A module to do document redaction Slide 41 Module Customization Options Custom Modules Available Many custom modules are available via the Kofax Web site: Software Kofax Capture Extensions Kofax Custom Modules Slide 42 Module Customization Options Page 14

15 Custom Modules Listed Slide 43 Module Customization Options Custom Module Manager Use the Custom Module Manager to set up user-defined modules. Click on the Custom Modules icon in the Tools tab to launch the Custom Module Manager Slide 44 Module Customization Options Custom Module Manager Add Click on [Add] to register a custom module Slide 45 Module Customization Options Follow the directions in the Kofax Capture Developers Guide for creation and placement of the necessary files. Page 15

16 Custom Module is a Queue Administrators can also register custom modules directly from the Batch Class Properties window Slide 46 Module Customization Options Custom Module in the Kofax Capture Workflow A custom module may be positioned anywhere in the workflow between Scan and Export Slide 47 Module Customization Options Custom Standard Module The Custom Standard Module is available for customizing, has many of the attributes of Quality Control, and can easily be changed and renamed. (Source code is not available.) Remember: A Station license is required when running a custom module developed from the Custom Standard Module Slide 48 Module Customization Options Page 16

17 Custom Standard Queue Source is similar to the QC Module Standard XML DTD is available Manifest file provides for easy changes Slide 49 Module Customization Options Batch Workflow Divides a batch into multiple child batches based on any programmable criteria such as form type. Pages and documents can then be moved between the open parent and child batches. Custom routing can then be applied such that the new child batches will be dynamically routed to different locations within the workflow. Initial batch integrity is maintained. Slide 50 Module Customization Options Batch Workflow Example Batch consisting of mixed document types For example, a parent batch can be split into multiple child batches based on form type, then dynamically routed to different locations for processing 50 documents, Home Insurance Claims under 100,000 Custom Module 50 documents, All claims over 100, documents, Auto Insurance Claims under 100,000 Slide 51 Module Customization Options Page 17

18 CMSplit Custom Module Using Batch Workflow CMSplit A sample custom module that utilizes the Batch Workflow feature and divides a batch based on form type. Creates new child batches for each additional form type in the batch. For example, if a scanned batch contains a mixture three different form types, CMSplit results in three separate batches, each containing only the documents of a single form type. Further routing of the resultant batches can be coded within CMSplit or via a custom workflow agent such that each batch containing documents of a certain form type get routed to a unique location in the workflow. Slide 52 Module Customization Options CMSplit Custom Module Source Code Source code is available at: C:\Program Files(x86)\Kofax\Capture\Source\Sample Projects\CustMod\CMSplit Slide 53 Module Customization Options Workflow Agents Agents that watch for conditions and route batches to queues automatically Skip normal processes Add additional processes Unlike custom modules, workflow agents are not queues in the production workflow process. They act as traffic cops, monitoring settings at the close of every queue at runtime, then reacting accordingly by redirecting batch routing behavior. Typically they do not provide a user interface at runtime. Workflow agents are written in Visual Basic and must be registered with Kofax Capture. Slide 54 Module Customization Options Page 18

19 Workflow Agents Running in Production Applications that watch for conditions in a batch. Configured at the batch class level. May have multiple workflow agents per batch class. Run in the background. Conditionally route batches for additional processing or limited processing. Conditional routing can save key strokes and time. Conditional routing can expose problem documents that need correction. Slide 55 Module Customization Options Workflow Agent Manager Use the Workflow Agent Manager to register custom workflow agents. Click on the Workflow Agents icon in the Tools tab to launch the Workflow Agent Manager Slide 56 Module Customization Options Workflow Agent Manager Add Click on [Add] to register a workflow agent Slide 57 Module Customization Options Follow the directions in the Kofax Capture Developers Guide for creation and placement of the necessary files. Page 19

20 Workflow Agents in Batch Class A Workflow Agents tab is available in the Batch Class Properties for assigning multiple workflow agents Available workflow agents are listed and may be added to the batch class using the [Add] button. Administrators can also register workflow agents directly from the Batch Class Properties. Slide 58 Module Customization Options Multiple Workflow Agent can be Configured The sample workflow agent is now available for this batch class Slide 59 Module Customization Options The Validation Workflow Agent The workflow agent is now available in the batch class A new menu item provides for changing properties of the batch class by setting some conditions Slide 60 Module Customization Options Page 20

21 Setting Validation Workflow Properties The agent has a Properties window that will allow setting properties for batch routing behavior based on the Confidence Level Slide 61 Module Customization Options Batch is Routed Past Validation Scan Station Recognition Server Validation Verification Export Workflow as defined in batch class This batch had Confidence Levels from the Recognition Engines that were at or above the threshold set for all fields This batch skips Validation and Verification and is ready for Export Scan Station Recognition Server Validation Verification Export Revised workflow as direct result of workflow agent This is an example of what the workflow agent can accomplish Slide 62 Module Customization Options Batch Routing with Workflow Agents APIs allow workflow agents to assign access to batches inprocess. Method calls: GrantUserAccessToBatch and GrantGroupAccessToBatch Only the granted user or group can process the batch in the next queue. Workflow agents can dynamically redirect batches in-process to the appropriate queue for processing. Auto Policy Clerks Scan Recognition Server CMSplit Home Policy Clerks Slide 63 Module Customization Options Page 21

22 Customization Deployment The Customization Deployment feature allows Kofax Capture developers to easily and automatically deploy customizations throughout an entire Kofax Capture system to any client workstation that is connected to a server and has the service installed and enabled. Developers can develop and test a customization on one node of the Kofax Capture system and then enable the deployment and registration to other client workstations and remote sites. Kofax Capture customizations include: Workflow agents Custom panels Custom modules Export connectors Slide 64 Module Customization Options Automatically Download to Clients Once a customization update is configured on a Kofax Capture server, it can be automatically downloaded and installed to client workstations connected to that server per the posted time file. MyCustomization.AEX MyCustomization.INF MyCustomization.DLL MyCustomization.EXE Registration.cmd Time.txt MyCustomization.AEX MyCustomization.INF MyCustomization.DLL Kofax Capture Server or Central Site Version.txt MyCustomization.AEX MyCustomization.INF MyCustomization.DLL MyCustomizatiion.EXE MyCustomizatiion.EXE Registration.cmd Registration.cmd MyCustomization.AEX MyCustomization.INF MyCustomization.DLL Kofax Capture Client MyCustomizatiion.EXE Registration.cmd Kofax Capture Client Kofax Capture Client Slide 65 Module Customization Options Customization Deployment Configuration Steps 1) Install Kofax Capture Deployment Service on Kofax clients that will receive customizations 2) Create a Customization Deployment directory on the server Specify the daily deployment time in the Time.txt file 3) Create a customization subfolders and update with the necessary files Customization files (aex, inf, exe, dll) Registration.cmd Version.txt Slide 66 Module Customization Options Page 22

23 Configuration Step #1 Install the Deployment Service Install KCDeploymentService.exe on each client using InstallUtil C:\WINDOWS\Microsoft.NET\Framework\v \InstallUtil /username=.\administrator /password=password /unattended "C:\Program Files(x86)\Kofax\Capture\Bin\KCDeploymentService.exe" The service must: Run as a user with read-write access to the Customization Deployment folder on the Kofax Capture server Have Administrator rights to allow copying and replacing files in the Program Files(x86)\Kofax\Capture\Bin directory Slide 67 Module Customization Options Configuration Step #2 Create Deployment Folder In the Kofax server share folder: Create a Customization Deployment folder Create a Time.txt file Time file contains once daily time for customization distribution Time is in 24 hour format hh:mm (hh = 00 to 23; mm = 00 to 59) Time is local to each workstation If file does not exist or the format is incorrect, no deployments occur Slide 68 Module Customization Options Configuration Step #3 Create Customization Subfolders In the server Customization Deployment folder: Create a directory (or directories) for the customization (e.g., Workflow Sample) Directory name will be used for identification in logs Copy/paste in the customization assembly files (e.g., EXE or DLL files) Slide 69 Module Customization Options Page 23

24 Registration and Version Files Create a Registration.cmd file with component registration commands Create Version.txt file that contains a version number (e.g., v1.09) Version value are used for identification in logs It is intended that this string indicates a version to distinguish subsequent updates to the customization File timestamp determines whether or not this customization will be updated Slide 70 Module Customization Options Kofax Capture Deployment Service Runs Kofax Capture Deployment Service does the following: Polls the Time.txt to determine when to deploy custom components Polls the Version.txt files for each custom component subdirectory to determine if files need to be deployed Copies files into Kofax\Capture\Local folder, then copies to Bin directory Executes the Registration.cmd file if provided Updates log files with status messages Slide 71 Module Customization Options Files are Downloaded to Kofax Capture Clients The customization files are loaded to the client workstations, registered with Kofax Capture, and ready for use. Slide 72 Module Customization Options Page 24

25 Customization Deployment Operator Notification Deploying customization updates does not force Kofax operators to stop working If an operator is using a Kofax Capture attended application that requires a customization update, a message is displayed in the system tray (message will reappear once every 24 hours) Operators can decide when to reboot (which triggers the update) Workstations that have been installed after the initial deployment can still obtain customizations Slide 73 Module Customization Options Customization Deployment using KCNS Kofax Capture Network Server (KCNS) Deploy the customization update to the central site Kofax Capture server The Remote Synchronization Agent (RSA) automatically updates remote servers from a single source on the central site Deployment files are copied to the Kofax Capture server folder at the remote sites Customization files then become accessible to the remote workstations Synchronization does not result in immediate deployments the Time.txt still determines when the customization is deployed (local time) Slide 74 Module Customization Options Customization Deployment Log Files Server Log Files record customization deployment activity ProgramData\Kofax\CaptureSV\Customization Deployment\Logs\deployedyymm.txt Client Log Files on each workstation log the deployment service at various steps in the deployment process ProgramData\Kofax\Capture\Local\Customization Deployment\DeploymentStatus.txt Slide 75 Module Customization Options Page 25

26 Customization Deployment Restrictions The Kofax Capture Deployment Service does not: Automatically delete customizations from workstations. Automatically deploy customizations before a batch needs it; deployments are set up by central site administrators. Deploy other types of Kofax software such as KTM. Deploy other types of generic software -- it deploys only Kofax Capture customized software. Slide 76 Module Customization Options Custom Notes Custom notes may be created for use if a document or page is rejected by an operator. The file created is: ACNotes.xml and is located in the Config folder of Kofax. When the file exists in the Config folder, it is active. The file may be created using almost any editor similar to Windows Notepad. The XML file contains elements and attributes that create the custom notes. Slide 77 Module Customization Options Custom Notes XML File All = Scan, QC, Validation and Verification modules Specific modules may have other or additional notes too Slide 78 Module Customization Options Page 26

27 ACNotes.xml Rejection Note Scan, QC, Validation and Verification modules are affected Slide 79 Module Customization Options Customization More tools available Easier development More sample code Complete modules ready to use Slide 80 Module Customization Options Demonstration Batch Workflow and CMSplit, adding and running a workflow agent, adding and running a validation script Auto Policy Clerks Scan Recognition Server CMSplit Home Policy Clerks Slide 81 Module Customization Options Page 27

28 Lab Adding a custom module Running CMSplit and the batch workflow feature Adding and running a workflow agent Adding and running a validation script Refer to the Kofax Capture 10 Lab and Reference Guide Slide 82 Module Customization Options Page 28

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