Kofax Transformation Modules 5.0 Frequently Asked Questions

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

1. What new features are found in the Kofax Transformation Modules 5.0 product?

2. Have any of the Kofax Transformation Modules 5.0 product's features changed, and if yes, which features and how have they changed?

3. What issues were resolve in the Kofax Transformation Modules 5.0 product release?

4. What Operating Systems are supported with the Kofax Transformation Modules 5.0 product release?

5. What versions of Kofax Capture / Ascent Capture are certified with the Kofax Transformation Modules 5.0 product?

6. Is Kofax Transformation Modules 5.0 - Thin Client Validation Section 508 compliant?

7. What does the Kofax Transformation Modules 5.0 product install?

8. Are there any important installation notes that should be considered before installing the Kofax Transformation Modules 5.0 product?

9. Are there any additional setup steps for the Kofax Transformation Modules 5.0 product that I need to be aware of? (e.g. Project Planner, etc.)?

10. How can I access the online help/documentation when I am in the Kofax Transformation Modules 5.0 product?

11. How can I find the scripting and scripting object reference documentation within the Kofax Transformation Modules 5.0 product?

12. Does the Kofax Transformation Modules 5.0 product have a User Forum?

13. If the FAQs on this page do not answer my question, where can I find additional knowledgebase articles for Kofax Transformation Modules 5.0 product?

1. What new features are found in the Kofax Transformation Modules 5.0 product?

The following new features can be found in the Kofax Transformation Modules 5.0 product.

• Document Review
  • Configurable Shortcuts and Hot Keys
    Configuring Navigation Behavior
  • Copying Pages and Documents
  • Customizable Menu Commands
  • Displaying Classification Confidence
  • Merging Documents with Multi-Selection
• Kofax Capture 9 Supported Features
  • Batch and Document Routing
  • Batch Restructuring
  • Project Refresh for Existing Batches
• Project Builder
• Bar Code Locator - New Bar Code Types
• Blob Removal
• Confident and Unconfident Classification Results
• Line Item Matching Locator - Enhanced Features
• Recognition Engines
• Cursive Page Recognition Engine
• RecoStar 4.0 Feature Upgrade
• Server
• Parallel Server Support
• Performance Counters
• Thin Client Correction
• Thin Client Validation
  • Basic Batch Editing
  • Field Name Localization
  • Folder Support
  • Image Masking
  • Image Rotation
  • Multiple Steps of Validation
• Thin Client Verification
• Field Name Localization
• Folder Support
• Script Support
• Validation
• Confirm Document
• Verification
• Supporting Script Events

For additional details regarding these new features, please refer to New Features section beginning on page 5 of the Kofax Transformation Modules 5.0 Release Notes document.

2. Have any of the Kofax Transformation Modules 5.0 product's features changed, and if yes, which features and how have they changed?

The following features have had behavior changes made in the Kofax Transformation Modules 5.0 product release.

• Documentation
  • Project Builder Help and the Configuration Guide
  • Scripting Help
• Document Review
  • Classification when Splitting Documents
  • Moving Pages and Documents
  • Trainable Document Separation Junk Class
• Project Builder
  • Color Images
  • License Utility Sort
  • Trainable Group Locator Validation Methods
• Thin Client Validation
• Multiple Database Lookup Buttons
• Validation
• Character Exact Editing
• Document Viewer Size
• Marking a Document for Online Learning
• Open Batch Window
• Rejection Note Window
• Transparent Validation Form Labels

For additional information about the above Kofax Transformation Modules 5.0 product's changes in behavior, please refer to the Changes in Behavior section beginning on page 10 of Kofax Transformation Modules 5.0 Release Notes document.

3. What issues were resolve in the Kofax Transformation Modules 5.0 product release?

The following issues were resolved in the Kofax Transformation Modules 5.0 product release.

• Correction
  • Clustered Environment Failover (SPR00048619)
  • Multiple Processor Cores (SPR00054288)
  • Field Coordinates with Page Boundaries (SPR00055757, SPR00044283)
• Document Review
• Color Images (SPR00056867)
• Same Field Name in Different Classes (SPR00057453)
• Installation
• Thin Client Server (SPR00055744)
• Knowledge Base Learning Server
• Duplicate File Names (SPR00065586)
• Project Builder
• Adding Database File with Unsupported Content (SPR00050300)
• Background Removal Inconsistencies (SPR00054385)
• Bar Code Locator Auto Detection (SPR00055773)
• Classification Documents (SPR00057150)
• Content Classifier used with Many Classes (SPR00057513, SPR00057897)
• Field Type Icon (SPR00031332)
• Locators with Numeric Names (SPR00058034)
• Relation Evaluator Settings (SPR00056949)
• Renaming a View (SPR00057442)
• Results Matrix Unicode Characters (SPR00057162)
• Sample Documents (SPR00057170)
• Saving Read-Only Projects (SPR00058327)
• Standard Evaluator Populating Table Fields (SPR00055152)
• Validation Form Design (SPR00058552)
• Vertical Line Removal - Image Cleanup (SPR00058035, SPR00052412)
• Server
• Automatic Rotation with RecoStar. (SPR00038181)
• Barcode Recognition with Finereader (SPR00048331)
• Classifying Small Images (SPR00057923)
• Processing with Server after Quality Control (SPR00056477)
• Reorganized Pages Skipped in Server (SPR00053576)
• Running Scripted Validation Rules (SPR00053533)
• Script Function Error (SPR00056454)
• Server Service Failure (SPR00056473)
• High Availability Failover (SPR00048500, SPR00048617)
• Trainable Document Separation with Rotated Pages (SPR00058318)
• Thin Client Server
• Expandable Help Sections (SPR00049138)
• Thin Client Validation
• Combo Box Dictionaries (SPR00057322)
• Sending Batches to Quality Control (SPR00057615)
• Table Tab Order (SPR00053082)
• Thumbnails Loading Timeout (SPR00051640)
• Validation
• Adding Table Rows (SPR00058144, SPR00057838)
• AfterComboboxItemSelected Event (SPR00058039)
• Batch Content Panel (SPR00055244)
• Changing a Field that is Forced Valid (SPR00057411)
• Clear All Fields (SPR00044602, SPR00054325)
• Customized Window Settings (SPR00044449)
• Database Lookups After First Document (SPR00051481)
• Document with Different X and Y Resolutions (SPR00039896, SPR00056690)
• Folder Field Values Retained (SPR00064754)
• Formatter Inheritance on Folder Fields (SPR00057107)
• Invalid Folder Fields (SPR00057578, SPR00057296)
• Long Fuzzy Database Search Strings (SPR00054109)
• Merging Documents and Selecting Text (SPR00042125)
• Modifying a Valid Field and Suspending (SPR00057489)
• Moving Pages and Invalid Documents (SPR00058042)
• Splitting Documents (SPR00051315)
• Validation Method Formatting (SPR00057110)

For additional details regarding these resolved problems, please refer to Resolved Problems section beginning on page 12 of the Kofax Transformation Modules 5.0 Release Notes document.

4. What Operating Systems are supported with the Kofax Transformation Modules 5.0 product release?

To view the latest Kofax Transformation Modules 5.0 supported operating systems, move to the the Supported Operating Systems and Environments section of the Kofax Transformation Modules 5.0 Supported Configurations Web page by clicking here.

5. What versions of Kofax Capture / Ascent Capture are certified with the Kofax Transformation Modules 5.0 product?

To see the latest Kofax Transformation Modules 5.0 certified Kofax Capture / Ascent Capture products, please click here to move to the Certified Versions of Kofax Capture / Ascent Capture section of the Kofax Transformation Modules 5.0 Supported Configurations Web page.

6. Is Kofax Transformation Modules 5.0 - Thin Client Validation Section 508 compliant?

Thin Client Validation Section 508 Compliance Section 508, an amendment to the US Workforce Rehabilitation Act, mandates all electronic and IT developed, procured, maintained, or used by the federal government be accessible to people with disabilities.

Kofax Transformation Modules - Thin Client Validation is a Rich Internet Application (RIA) that makes extensive use of Ajax and other scripting libraries for an enhanced user experience. While the application cannot claim full compliance to all Section 508 checkpoints, it is largely accessible due to the significant advancements in accessibility support through traditional remediation techniques and limited ARIA tags.

Tip Users of assistive screen reader technology will want to use a recent version that includes support for ARIA tags.

Support for Section 508 compliance is limited to the Internet Explorer 8 Web browser, with the following exceptions:

• Table data, such as Invoice line items is not supported.
• Editing a batch by moving pages within a document or between documents is not supported.

Known Problems in Thin Client Validation for Section 508 Compliance

The following are known problems with Thin Client Validation Section 508 Compliance:

• Focus on the Available Batches Window
  It is possible for the Available Batches window to lose focus, so screen readers are unable to navigate through the batches without the operator pressing TAB several times to find the window. (SPR00065280)
  
  Workaround: Enable the Open next batch automatically and the Include suspended batches options, on the Available Batches window.
• Screen Reader Incorrectly Reads Lists
  Some screen readers incorrectly say that drop-down lists have zero items. They then proceed to read out the items in the list. (SPR00065209)
  
  Workaround: Ignore the list total and wait to hear the list items.
• Screen Reader Shortcut Key Conflicts
  Some screen readers use shortcut keys for various functions. These can conflict with the shortcut keys used in Thin Client Validation, leaving users unable to use certain Thin Client Validation functionality. For example, check boxes cannot be confirmed with the ENTER key as expected.(SPR00064985)
  
  Workaround: Modify the screen reader shortcut keys. For example, in JAWS, disable the default application settings.
• Screen Reader Tab Focus on Windows
  When a screen reader is running and reading a window such as the About window, it is possible to SHIFT+TAB out of the window and access the background controls. (SPR00064986)
  
  Workaround: Do not use SHIFT+TAB to navigate away from an open window.
• Screen Reader Problems with Internet Explorer
  Message and window titles are not read. (SPR00064989)
  Validation field names are read to the user twice. (SPR00064990).

7. What does the Kofax Transformation Modules 5.0 product install?

By default, the Kofax Transformation Modules 5.0 product installs the following:

• Project Builder
• Statistics Viewer
• KTM Server
• KTM Validation
• KTM Correction
• KTM Document Review
• KTM Verification
• KTM Statistics Release

It is possible to select options to install the following additional languages:

• KTM Validation Step 2
• KTM Validation Steps 3-5
• Kadmos ICR
• Check and Cursive Recognition (A2iA)
• Cursive Page Recognition (A2iA)
• Arabic OCR
• ABBYY FineReader

8. Are there any important installation notes that should be considered before installing the Kofax Transformation Modules 5.0 product?

Yes, the following are important notes for installing Kofax Transformation Modules.

Administrator Rights
To install Kofax Transformation Modules, the logged-in user must have Administrator rights on the local computer.

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 5.0, you must close the Kofax Capture Administration module on every workstation.

Backup   
Back up all KTM Projects and related Kofax Capture Batch Classes.

Upgrading Kofax Transformation Modules
If you upgrade from an earlier version of Kofax Transformation Modules (formerly Ascent Xtrata Pro), you need to:

• Remove the earlier version before installing Kofax Transformation Modules 5.0.
• Ensure that any batches in the system have been processed, since this version contains major updates to the modules and statistics release script.
• Remove the earlier version of the statistics release script from the Release Scripts window in the Kofax Capture Administration module, and reconfigure the new statistics release script. For details on how to do this, refer to the Kofax Transformation Modules Configuration Guide.
• Upgrade any existing projects (recommended). The first time you open an earlier project in Project Builder, a list of “upgrade warnings” indicating how to make your project compatible with Kofax Transformation Modules 5.0 is displayed.