Install the Sample project

When you run the Kofax Insight installer, a Sample project is added to your installation by default. See the Kofax Insight Installation Guide for more information about installing Insight.

When Kofax Insight is installed, Program Files\Kofax\Insight 6.2.1\Samples contains the Sample project, along with related database files. To use the Sample project, do the following:

  1. Import the source database.
  2. Import the Sample project.
  3. Configure the Sample project.

Import the source database

You can create and import data used by the Sample project.

  1. On the database server (Microsoft SQL, Oracle, MySQL), create an empty database and name it. In this procedure, the new database name is assumed to be AdventureWorks.
    Note If you already have a database named AdventureWorks, use another name. The name is required later for setting up the project data source.
  2. Find and launch Altosoft.Insight.ImportExport.EntryPoint.exe. For more information, see the Kofax Insight Installation Guide.
    1. Select Import.
    2. In the Select Folder section, select the folder that contains Sample database files:
      ...\Program Files\Kofax\Insight6.2.x\Samples\AdventureWorks
    3. Specify the connection to the AdventureWorks database created above.
    4. Click Import. Wait until the process is completed, and then clear the confirmation message.
      Import export tool

Import the Sample project

  1. Log in to Admin Console, and on the toolbar, click Tools > Import solution.

  2. In the Select a Kofax Analytics Solution .zip file group, click the ellipsis icon.
    1. In the Open file dialog box, select File is located on the client computer and will be copied to the server for processing.
    2. Select the folder that contains the Sample files:

      ...\Program Files\Kofax\Insight6.2.x\Samples

    3. Select the SampleSolution file.
    4. Click Open.
  3. Select the Create new project radio button and click Next.
    1. Specify the project name, such as Sample.
    2. Provide database connection credentials and click Next. For more information on how to create a new project, see the Kofax Insight Admin Console Help.

  4. Click Open Admin Console and proceed to configuring the Sample project.

Configure the Sample project

  1. In Admin Console, on the Documents Tree, on the Projects list, expand the Sample project.
  2. Find the AdventureWorks data source. Change the connection to the database where the AdventureWorks database was imported.
    Example
    Note The database name may differ, depending on the name you assigned earlier.
  3. Click Connect to test the connection. When the connection is established successfully, the circle indicator turns green.
  4. Find the Sample AW data source. Change the connection to the database where the AdventureWorks database was imported.
  5. Click the Save all button.
    Now you can start using the Sample project.

Launch the Sample project

  1. Log in to Studio.
  2. On the Documents Tree, select the Sample project from the list.
  3. On the Documents Tree, in the list of Views, select the Main view and open it in the Preview/Viewer.
    Note To see the views in the Viewer, set the authentication type to No Auth, or to User Authentication with Sample/password as the login/password credentials.