Kofax Transformation Modules 3.5 (KTM) Frequently Asked Questions

NOTE: Support for the Kofax Transformation Modules 3.5 product ended on 05/21/11. The Kofax Transformation Modules 3.5 Web pages will continue to be available until 05/21/12.

Kofax Transformation Modules 5.5.2 (5.5 with Service Pack 2) is the latest release of the Kofax Transformation Modules product.

Please note: Prior to applying any Service Pack, Fix Pack, or Fix to your Kofax Transformation Modules 5.5 product, please be sure you have installed Kofax Transformation Modules 5.5.0 R2 or later . KTM 5.5.0 initial release installations cannot be upgraded with the current 5.5.1 Service Pack, Fix Packs, or Fixes. Refer to the Kofax Transformation Modules 5.5.0 R2 Product Information and Installation Instructions document for details.

To access the following Web pages for this release, please click on the desired page's link.

Application Notes - Frequently Asked Questions - Revision Levels  - Supported Configurations

Kofax Transformation Modules 3.5 Questions

1. What new features are found in the Kofax Transformation Modules 3.5 product?

2. What does the Kofax Transformation Modules 3.5 product install?

3. Are there any important installation notes that should be considered before installing the Kofax Transformation Modules 3.5 product?

4. Are there any additional setup steps for the Kofax Transformation Modules 3.5 product that I need to be aware of?

5. How do I register Custom Modules or Release Scripts for use with the Kofax Transformation Modules 3.5 product?

6. How can I access the online help in the Kofax Transformation Modules 3.5 product?

If the FAQs below do not provide you with the information you need, please visit our Capture, Transformation & VRS Products Knowledge Base to search for the information.

General Kofax Transformation Modules 3.5 Questions and Answers

1. What new features are found in the Kofax Transformation Modules 3.5 product?

The following new features can be found in the Kofax Transformation Modules 3.5 product.

• Knowledge Base Learning Server
• Specific Online Learning
• Table Synchronization
• WinWrap Basic Script Engine
• Project Builder
  • Invoice Group Locator
• Validation
  • Tabs for Validation Forms
  • Anchoring
  • Multiple Tables
  • New Script Events
• Knowledge Base Administration

2. What does the Kofax Transformation Modules 3.5 product install?

The Kofax Transformation Modules installation program installs and registers several
components:

• Kofax Transformation - Project Builder is a standalone program to set up and test classification and extraction projects, as well as invoice projects.
• Kofax Transformation - Knowledge Base Administration is a standalone program that you can use to train a project and to manage knowledge bases. It is installed with Kofax Transformation - Project Builder.
• Kofax Transformation Modules - Synchronization is a custom panel added to the Kofax Capture Administration module that allows synchronizing projects with Kofax Capture batch classes. It is installed with the custom module Kofax Transformation Modules - Server.
• Kofax Transformation Modules - Server is a custom module that you can add to your batch classes to perform classification and extraction.
• Kofax Transformation - Service Configuration is an add-on for the Server and Knowledge Base Learning Server installation that you can use to configure the most common settings of the services used for processing. It is installed with the Kofax Transformation Modules - Server.
• Kofax Transformation Modules - Validation is a custom module that you can add to your batch classes for correcting invalid classification and extraction results.
• Kofax Transformation Modules - Knowledge Base Learning Server processes batches in the Kofax Capture workflow by performing Online Learning tasks. Online Learning can be used to improve the results for documents with unsatisfactory recognition results. It is installed with Kofax Transformation Modules -
  Server.
• Kofax Transformation - Statistics Viewer is a standalone program that you can use to get information about processed batches that the Kofax Transformation Modules - Server gathers during processing.
• Kofax Transformation - Image Classifier is a standalone program that you can use for clustering documents for setting up projects. It is installed with Kofax Transformation - Project Builder.
• Kofax Transformation - XDoc Browser is a standalone program that you can use for viewing the content of XDocuments. It is installed with Kofax Transformation - Project Builder.
• Kofax Transformation - OCR Server is a standalone program that you can use for preparing documents with OCR used for setting up projects. It is installed with Kofax Transformation - Project Builder.

3. Are there any important installation notes that should be considered before installing the Kofax Transformation Modules 3.5 product?

The following are important notes for installing Kofax Transformation Modules.

• Administrator Rights
  To install Kofax Transformation Modules, the logged-in user must be part of the Administrator group on the local machine.
• Install Kofax Capture First
  The Kofax Transformation Modules installation installs and registers custom Kofax Capture components only if a certified version of Kofax Capture (formerly Ascent Capture) is detected on the computer. Therefore, to use the custom Kofax Capture components, you must install a certified version of Kofax Capture before you install Kofax Transformation Modules.
• Close Applications
  Before installing Kofax Transformation Modules 3.5, you must close Kofax Capture Administration modules on every workstation. If you upgrade from an older Kofax Transformation Modules version (formerly Ascent Xtrata Pro) and already use the release script, make sure that Kofax Capture Release Module is closed as otherwise the installation cannot update the module correctly.

4. Are there any additional setup steps for the Kofax Transformation Modules 3.5 product that I need to be aware of?

Yes, you should be aware of the followign additional setup steps.

The default recognition engine for Kofax Transformation Modules is the ABBYY ® Finereader ® 8.1 OCR engine. An additional recognition engine for Asian languages is available, but must be licensed separately.

For the installation of the additional recognition engine, a separate setup is provided on the Kofax Transformation Modules setup DVD.

The additional recognition engine KADMOS 4.2 ®, developed by re Recognition GmbH, is available as an option in the standard installation package of Kofax Transformation Modules, but must be licensed separately.

Note: Asian languages can be displayed only when these language options are installed for your Windows operating system.

5. How do I register Custom Modules or Release Scripts for use with the Kofax Transformation Modules 3.5 product?

The Kofax Transformation Modules installation program automatically registers the Kofax Capture modules and the release script with Kofax Capture. If for any reason the custom components need to be registered after installation, you can manually register them in the Kofax Capture Administration module.

Note: An error message is displayed if the installation program fails to register the Kofax Transformation Modules custom components. The unregistered components will not be available for use with Kofax Capture or example, if the Kofax Transformation Modules - Validation is not registered, it will not be available as a queue for a batch class.

To register custom modules:

1. From the Administration module menu bar, select Tools | Custom Module Manager to display the Custom Module Manager dialog box
2. Click Add to display the Open dialog box.
3. Choose the desired Kofax Transformation Modules registration file (“Mailroom.aex”) from the file list and click Open to display the Custom Modules dialog box
4. Select the Kofax Transformation Modules component(s), which are KTM Server, KTM Validation and KTM KB Learning Server, from the list and click Install.

To register release scripts

1. From the Administration module menu bar, select Tools | Release Script Manager to display the Release Script Manager dialog box.
2. Click Add to display the Open dialog box.
3. Choose the desired Kofax Transformation Modules registration file (“MailroomStatisticRelease.inf”) for the release script from the file list and click Open to display the Add Release Scripts dialog box.
4. Select the Kofax Transformation Modules - Statistics Release (KTM Statistics) from the list and click Install.

6. How can I access the online help in the Kofax Transformation Modules 3.5 product?

Kofax Transformation Modules online help is available from the application components as follows:

• From any of the Kofax Transformation Modules components, click Help from the toolbar or select Help | Contents (or Index) from the menu bar. From any application window, click Help to display context sensitive help information for the window.
• Kofax Transformation Modules scripting Online Help is available from the Help menu of any Project Builder interface that allows you to write or access scripts. Select Help and then the desired help component.