Kofax Express 3.1
Contents
1. BATCHO03 gt KOFAX dha DHAWKSXP C E r Patient Records 4 Patient Records Ky Patient Records Refresh All Jobs All Users DHALTXP DHALTXP DHALTXP BATCHOO4 BATCHOOS BATCHOOE KOFAX dha KOFAX dha im KOFAX dha Filter by state Page 11 KOFAX Kofax Express 3 1 Server Client Overview Application Note Troubleshooting and Maintenance Express Log File Locations e Installation logs o Installer temp Kofax Express Installer log o InstallUtil Y temp KXPInstallUtil log o KXPConverter temp kxpConverterLog txt e Express operation and exceptions o Application Kofax Kofax Express 3 0 log txt o Service Server Kofax Kofax Express 3 0 Server logServer txt KofaxReg xml The KofaxReg xml file is a configuration file that defines parameters for the Kofax Express installation It is also a good resource for an administrator to determine parameters about the specific installation The KofaxReg xml file is located in Windows 7 C ProgramData Kofax Kofax Express Windows XP C Documents and Settings All Users Application Data Kofax Kofax Express INSTALLTYPE Value The value indicates the type of installation on the workstation Values CLIENT SERVER STANDALONE SHAREDELEMENTSERVER Value The value displays the location of the Kofax Express server The default value for a server is simply LOCALHOST SERVERDATABASE Value The value displays t2. Base QAID KB Article ID 18682 KB Article ID 17667 KB Article ID 16155 KB Article ID 15823 Page 13
3. directory or create your own if desired O Kofax Express InstallShield Wizard n O O Kofax Express 3 10 0216 Client fha Install Kofax Express to C Program Files x86 Kofax Kofax Express InstallShield 6 Click Install to begin the installation j Kofax Express InstallShield Wizard n po TT ts CS Kofax Express 3 10 0216 Client Click Install to begin the Kofax Express Client installation KOFAX Application Note If you want to review or change any of your installation settings click Back Click Cancel to exit the wizard InstallShield Page 8 KOFAX Kofax Express 3 1 Server Client Overview Application Note 7 When the installation is completed click Finish Kofax Express InstallShield Wizard Kofax Express 3 10 0216 The InstallShield Wizard has successfully installed Kofax Express Client Click Finish to exit the wizard Click Finish and then run the Kofax Scanner Component Installer for your scanner You can download the Component Installer from the Kofax Support pages at www kofax com 2 IMPORTANT The Kofax Express client is now installed but and client licenses must be activated locally Configuring a Roles on a Client Workstation As described in the Client Server Applications section client workstations can be configured to access specific roles To configure roles on a Client workstation the shortcuts for the roles that do not apply to app
4. KOFAX Kofax Express 3 1 Client Server Overview Application Note Date uuly 23 2014 Applies To Kofax Express 3 1 Summary This application note provides an overview of a Kofax Express 3 1 client server configuration including applications licensing administrator access and troubleshooting and maintenance Revision Kofax Express 3 1 Client Server Overview A client server configuration is appropriate if you plan to use multiple workstations to perform scan index and export tasks In this environment the server computer is typically used for centralized tasks related to jobs batches and scan profile management and the client workstations are used for scan index and export operations e Client Server Applications e Licensing Considerations e Client Server Installation e Administrator Access e Publishing Shared Objects e Batch Management in a Client Server Environment e Troubleshooting and Maintenance KOFAX Kofax Express 3 1 Server Client Overview Application Note Client Server Applications A client server configuration Is intended for e Departmental environments e High volume batch scanning e Scan Index and Export from different stations e Shared metadata including jobs profiles and batches The Kofax Express Server manages e Shared objects e Express database e Communication with a client e Ensuring data is synchronized NOTE No VRS processing occurs on the server VRS Processing on
5. Verify that the ClientSetup deployment folder was automatically created during the server 11 installation By default the path to the deployment folder is similar to the following C Program Files x86 Kofax Kofax Express Install ClientSetup After the Kofax Express Server installation is completed make the ClientSetup deployment folder accessible to each client workstation where you plan to install a Kofax Express client and copy the ClientSetup deployment locally Installing a Kofax Express Client The notes below should be considered before installing Kofax Express 3 1 The server installation creates a folder named ClientSetup located on the Kofax Express Server in the following folder unless changed during the installation Default location C Program Files x86 Kofax Kofax Express Install Client installation does not support UNC The setup ini file can be edited to enter an IP Address for the server installation rather than the server name if there is an issue with DNS Follow the steps below to install Kofax Express 3 1 1 2 Map a drive to the ClientSetup folder or copy the file locally From the ClientSetup folder double click Setup exe to begin the installation The Client setup automatically configures clients for communication with the Kofax Express server Click Install to continue Accept the license agreement by clicking Yes Page 7 Kofax Express 3 1 Server Client Overview 5 Accept the default
6. allation an administrator can share Scan Profiles created on any workstation and make them available to other users A scan profile is a configuration file for Kofax Express that contains scanner settings and Kofax VRS settings Sharing a scan profile is accomplished by publishing the Scan Profiles to send them to the central repository that is accessible to other Kofax Express workstations The most current published Scan Profiles are also downloaded automatically when a user selects a scanner for use with Kofax Express Scan Profiles are downloaded only if they apply to the scanner being used on the user s workstation Shared Scan Profiles are listed with lt S gt next to their names Once a shared scan profile is edited and saved the lt S gt designation is removed from its name When a scan profile is published any existing shared profile with the same name on the server is overwritten 1 On the Scan Profile toolbar select the name of the profile to publish 2 On the Scan Profile toolbar click Publish On the Scan Profile list lt S gt appears next to the name of the published scan profile Publish Scan Profiles Scan profiles Automatic lt 5 gt Color lt S gt Default lt 5 gt FolderScan lt S gt Network Scanner lt 5 gt Raw lt S gt Scanner XYZ Publish Close Publishing Multiple Scan Profiles Use the procedure in this section to publish multiple Scan Profiles at the same time 1 Click the Kofax Butto
7. e Agreement je IMPORTANT NOTICE By downloading or installing any Kofax Software Products to Your or your employer s computer s or network You are agreeing to be bound by the terms and conditions of this Software License Agreement If You are downloading or installing Kofax Software in connection with your employment by a business or other entity you represent or work for you are further representing to Kofax that You are authorized and agree to bind such business or entity to this Agreement in connection with downloading installing or using any Kofax Software Product in which case the term You as used in this Agreement refers to such business or entity Use of Kofax Software Products may further require a license key or product registration 1 Software License Kofax Inc Kofax grants to You a limited non exclusive license right the License to install and use the downloaded Kofax Software Product s the Software The License allows You to use the Software in object code form only for the purposes internal use evaluation testing demonstration disaster recovery duration and extent for which You have paid appropriate license fees as evidenced by one or more _ senlid and reurtucathe aeracnd unan murchana ardar dacmumantn haternan Yan and Vafaw ar an Do you accept all the terms of the preceding License Agreement If you Bint select No the setup will close To install Kofax Express Server you must accept this ag
8. g e Batches Pending Batches needing further work QC Indexing new images etc may be available to other users and stations e Profiles Scan VRS Profiles are available to all users and workstations Page 2 KOFAX Kofax Express 3 1 Server Client Overview Application Note Licensing Considerations e Inaclient server installation the evaluation license is not available If no license is present a demo license is used and images are stamped with a Demo stamp e There is no License Server to manage client licenses for Kofax Express licensing is activated at each workstation e The server installation does not require licensing and VRS is not available to these installations unless desired in which case a license will be required There are seven different license levels that can be used with a Kofax Express client server installation outlined in the table below Part Number License Level Available Role s scan Open batches owned by the logged on user KX DS00 0001 Desktop Index Batches owned by the logged on user Export Batches owned by the logged on user Operations Batches owned by the logged on user scan Open batches owned by the logged on user KX WS00 0001 Workgroup Index Batches owned by the logged on user Export Batches owned by the logged on user Operations Batches owned by the logged on user scan Open all batches owned by all users Index Batches owned by all users Export Batche
9. he path to the Kofax Express Database By default this is C ProgramData Kofax Kofax Express 3 1 Server FILEACCESSTIMEOUT Value The value displays the amount of time in seconds to wait for exclusive access to the path containing input images for FolderScan The default value 5 Page 12 Kofax Express 3 1 Server Client Overview Timeout Settings Server C Program Files Kofax KofaxExpress Bin Kofax Eclipse Server Host exe config receive Timeout 00 01 00 inactivity Timeout 00 01 00 Client C Program Files x86 Kofax Kofax Express Bin KofaxExpress exe config send Timeout 00 01 00 inactivity Timeout 00 01 00 Known Issues Problem After installing a Kofax Express 3 1 client the following error occurs Unable to communicate with the server contact your system administrator to resolve this problem After relocating a server PC where Kofax Express Client Server configuration is installed client stations are unable to open Kofax Express What ports need to be opened when using the client server multi user installation of Kofax Express 3 0 When the Kofax Express 3 0 server instance is installed on a Windows Server 2003 machine the memory usage of the Kofax Eclipse Server Host exe process increases over the course of a few days When the memory utilization reaches approximately 300 MB a slowdown in the performance of the Kofax Express clients is observed KOFAX Application Note Kofax Knowledge
10. lications to be used on the client workstation should be removed For example if the client workstation will be used only for scanning remove the Index Export and Operations shortcuts 1 From the Start menu open All Programs and Kofax Express 2 Inthe Kofax Express program folder right click a shortcut you do not need then right click and Delete 3 When prompted to confirm deletion click Delete Shortcut The shortcut is removed from the Kofax Express program folder Administrator Access With a standalone installation Kofax Express users have full access to every feature in the product Kofax Express 3 1 provides the ability to modify this access so that an administrator can specify which users have full access to all the product s features and which have access to smaller feature sets For additional details regarding administrator access please refer to the Configuring User Access to Kofax Express 3 1 Features application note document Page 9 KOFAX Kofax Express 3 1 Server Client Overview Application Note Publishing Shared Objects In a Kofax Express Client Server installation an Administrator is able to Publish share objects such as Jobs Job Templates and Scan Profiles e Published changes are available immediately e Ifa client has a batch open the changes take effect the next time the batch is opened e Updates occur without notification Shared Scan Profiles In a Kofax Express client server inst
11. ly takes place on the workstations The server installation is not intended for scanning or processing of batches but for job creation publishing and sharing as well as maintaining the database inter client communications and job synchronization When Kofax Express is installed as a client workstation a set of shortcuts are created in the program folder Each shortcut represents a different Kofax Express application or role The roles are outlined in the table below Kofax Express Includes all of the product features Includes the features required to operate a scan station which is typically used to pean create and scan batches of documents or apply image quality corrections Includes the features required to operate an indexing station which is typically used Midex to index scanned documents before they are exported Includes features required to operate an export station that automates the process of exporting documents after they are scanned and indexed Export Operations Includes a combined set of scan index and export features Shared Objects When using Kofax Express in a client server configuration some functions of the product can be shared between a client and a server The list below indicates what functions are shared and what they do e Jobs Jobs that are available to all users and stations after Publishing e Job Templates Job Templates are also available for creating new Jobs after Publishin
12. n to open the Kofax menu 2 On the Kofax menu point to Publish and click Publish Scan Profiles The Publish Scan Profiles window appears 3 On the Publish Scan Profiles window click the name of each scan profile you want to publish and click Publish Page 10 KOFAX Kofax Express 3 1 Server Client Overview Application Note On the Scan Profile list lt S gt appears next to the name of each scan profile that you selected to publish and a confirmation appears on the status bar The published Scan Profiles are available immediately to users at other workstations Batch Management in a Client Server Environment Batch List The Batch List contains a view of all batches in progress in the client server system It can be used to view the status of any batch in the system and can be organized by Job batch name owner user or workstation The batch list contains the following details Job Name Name assigned to the Job by the administrator Batch Name Owner Workstation Current Status Name of the batch within the enabled Job Name of the Owner originator of the batch Name of the Workstation where the batch was created Scan Index Export Exported Error Status Job Name Kg Scan to Desktop 4 Scan to Desktop E3 Patient Records Workstation Documents Pages DHALTXP 3 4 DHALTXP 3 42 DHALTXP 5 Owner KOFAX dha KOFAX dha KOFAX dha Batch Name BATCHOOS BATCHOO04 BATCHOO 2 Patient Records
13. reement InstallShield 6 Specify a location for installing the Kofax Express software and database on your computer If necessary click Change to update the location Select the installation directory or accept the default path and then click Next to continue Page 5 KOFAX Kofax Express 3 1 Server Client Overview Application Note 7 Click Install to start the installation pa Kofax Express 3 10 0216 Server Click Install to begin the Kofax Express Server installation If you want to review or change any of your installation settings click Back Click Cancel to exit the wizard InstallShield Setup Status The InstallShield Wizard is installing Kofax Express Server Generating Kofax Express client deployment package C Mnstall ClientS etup 1 03441 034langpack35SP1_ x64 exe EE nl Page 6 KOFAX Kofax Express 3 1 Server Client Overview Application Note 9 When you are notified that the server installation is complete click Finish and reboot the system Kofax Express 3 10 0216 The InstallShield Wizard has successfully installed Kofax Express Server Before you can use the program you must restart your computer Q Yes want to restart my computer now No will restart my computer later The InstallShield Wizard has successfully installed Kofax Express Server Before you can use the program you must restart your computer install Sie lt Back Einish 10
14. s owned by all users Operations Batches owned by all users FolderScan Speed 75ipm KX KS00 0001 Workstation Scan Open all batches owned by all users KX LSO0 0001 Low Volume Production Index Batches owned by all users Export Batches owned by all users Operations Batches owned by all users scan Open all batches owned by all users KX MS00 0001 Mid Volume Production Index Batches owned by all users Export Batches owned by all users Operations Batches owned by all users Page 3 KOFAX Kofax Express 3 1 Server Client Overview Application Note Part Number License Level Available Role s scan Open all batches owned by all users KX HS00 0001 High Volume Production Index Batches owned by all users Export Batches owned by all users Operations Batches owned by all users Scan Open all batches owned by all users KX SS00 0001 Super High Volume Production Index Batches owned by all users Export Batches owned by all users Operations Batches owned by all users Client Server Installation The following client server installation notes should be considered before installing Kofax Express 3 1 e The Kofax Express server should always be installed and configured before attempting to install a Kofax Express client e For Windows Server 2008 NET Framework 3 5 1 must be enabled before running the Kofax Express Server installer e It is not recommended to install the Kofax Express server to a net
15. work drive e The installation path should not be changed after the installation has completed The Kofax Express Server installation enables installs the following e Kofax Eclipse Server dll e Kofax Eclipse Server Host exe installed as a Windows Service e The Microsoft NET TCP Port Sharing service enabled e The Server Installation creates a ClientSetup deployment folder at lt Installation path gt Install ClientSetup Installing the Kofax Express Server 1 Close all applications on the computer and make sure that you are logged in as a user with Administrator rights 2 For Windows 7 operating systems and later turn off User Account Control UAC until the installation is complete Page 4 KOFAX Kofax Express 3 1 Server Client Overview Application Note 3 Start the installer by double clicking the Kofax Express Server Setup shortcut from one of the following e Folder containing Kofax Express product files e Removable electronic media data 1 cab data 1 hdr YS dataz cab Si ExpressAccess xml Sea bin M Setup bmp setup exe setup ini setup isn 4 On the installer screen click Next and follow the setup instructions on the screen 5 During setup you are prompted to accept the license agreement Accept the license agreement by clicking Yes Kofax Express InstallShield Wizard Kofax Express 3 10 0216 Server Press the PAGE DOWN key to see the rest of the agreement Kofax Inc Software Licens
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