Kofax Import Connector is an add-on to Kofax Capture responsible for importing messages and files in many electronic formats.
It has two main components:
Message Connector: It is usually installed on a standalone computer. It retrieves documents from various sources, converts them to Kofax Capture compatible format and saves them in its internal storage.
KC Plug-In: It is installed at the Kofax Capture computer. It connects to one or more Message Connectors and imports documents to Kofax Capture for further processing.
Kofax Import Connector can import messages and files from many sources, such as:
Email messages including attachments using various email protocols (SMTP, POP3, IMAP, EWS, MS Graph)
Fax messages (via internal fax over IP server or external fax servers: Kofax Communication Server, RightFax, Biscom)
Files from a local or network folder
Files via web services
This guide provides important information about configuring and operating Kofax Import Connector and integrating Kofax Import Connector with third party environments, such as fax servers or email servers.
Kofax Import Connector uses a unified workflow for documents from all sources. Older import connectors have used various approaches for importing documents to Kofax Capture. This section describes the concepts that you need to understand before configuring Kofax Import Connector.
Before importing to Kofax Capture, documents from all sources are saved to the internal storage of Message Connector. KC Plug-In periodically polls all connected Message Connectors and imports the documents to Kofax Capture. Processed documents in the storage are automatically deleted when the space is required for new documents. Administrators can access the documents in the storage. See View messages in the storage and Manage failed messages manually.
Message Connector can convert the documents from the storage before importing them to Kofax Capture. The conversion tools have to be installed on the same computer as Message Connector. Refer to the Kofax Import Connector Installation Guide.
Destinations include details about how the documents received from Kofax Import Connector are handled in Kofax Capture. You can select the desired document conversion, the part of document to import (such as only attachments in case of emails), the batch class to use, and much more. You can also map metadata of imported documents to Kofax Capture batch / folder / document fields. See Destinations Tasks.
- Connection between Message Connector and Kofax Capture
The KC Plug-In component of Kofax Import Connector is directly integrated with Kofax Capture. The Message Connector is usually installed on another computer. However, these two components must communicate. Therefore, a connection to Message Connector must be defined in KC Plug-In. See Add connections.
You can also define how often should KC Plug-In poll for new documents and restrict the operating time of this connection. Even when the connection is inactive, documents delivered via SMTP email, fax over IP, and web service are accumulated in Message Connector storage.
When you define a connection, you must select the default destination. All documents are handled accordingly unless you specify a different rule.
Formerly called destination mappings in Kofax Capture Import Connector - Advanced Email and Fax, rules allow you to filter documents and assign them to destinations. Rules override the default destination of a connection. For example, you can decide that all email messages go to destination 1. All faxes from number starting with 123 use destination 2. See Configure rules.