Welcome > Integrate with Kofax Capture > Add Kofax Transformation Modules to a batch class

Add Kofax Transformation Modules to a batch class

Server (including multiple instances), Document Review, Correction, Validation, Verification and Knowledge Base Learning Server can be added to any Kofax Capture batch class.

Normally, the multiple instances of Server is positioned right after the Scan module in the queues list. It can be used in place of the Kofax Capture Recognition Server.

Once an instance of Server is added to a batch class, the Synchronize Kofax Transformation Project menu item becomes available in the shortcut menu for the batch class. Select Synchronize Kofax Transformation Project to start Synchronization Tool and perform the mapping of Kofax Transformation folders, classes and fields to Kofax Capture folder, document classes and index fields. An additional shortcut menu item is available, Extended Synchronization Settings, to add a project description, or define Batch Editing settings for Validation. To make extended synchronization settings, open Synchronization Tool and select Extended Synchronization Settings from the File menu.

Refer to your Kofax Capture documentation for details about creating batch classes.

  1. From the Administration module Definitions pane, select the Batch tab.
  2. Right-click the batch class to which you want to add the Kofax Transformation Modules, and then click Properties on the shortcut menu to display the Batch Class Properties window.
  3. Select the Queues tab.
  4. Do one of the following:
    1. Select the first KTM Server step from the list of Available Queues and click Add to move it to the list of Selected Queues. It should are displayed after Scan in the list. Also, the KTM Server step should are displayed in the list before KTM Validation (if it is included).
    2. Select Document Review from the list of Available Queues and click Add to move it to the list of Selected Queues. Make certain that KTM Server step 1 is displayed in the list before Document Review, and that it is followed by KTM Server step 2.
    3. Select the second KTM Server step from the list of Available Queues and click Add to move it to the list of Selected Queues. Make certain that Document Review is displayed in the list before this module.
    4. Select Correction from the list of Available Queues and click Add to move it to the list of Selected Queues. Make certain that a KTM Server step is displayed in the list before Correction.
    5. Select KTM Validation from the list of Available Queues and click Add to move it to the list of Selected Queues. Make certain that a KTM Server step or Correction is displayed in the list before KTM Validation.
    6. Select Verification from the list of Available Queues and click Add to move it to the list of Selected Queues. It should are displayed after Validation in the list.
    7. Select KTM KB Learning Server from the list of Available Queues and click Add to move it to the list of Selected Queues. It should are displayed after Validation and Verification in the list.
  5. Click Apply to save your settings without closing the Batch Class Properties window. Click OK to save your settings and close the window.