Upgrade document profiles

Sometimes when you upgrade Kofax ReadSoft Entrance, you get new and improved versions of the country profiles (stored in Eiglobalextra.ini files). When this happens, upgrading your existing document profiles to the latest version is highly recommended. The reasons:

  • Field types were changed in Kofax ReadSoft Entrance 5-5. When you upgrade a document profile from Kofax ReadSoft Entrance 5-4 or earlier, its field profiles are updated to the new field types. This enables the latest business logic, making your system more efficient.
  • You cannot edit field profiles that are based on old field types (from Kofax ReadSoft Entrance 5-4 or earlier). If you want to be able to edit these fields in Kofax ReadSoft Entrance 6.0.x, you must upgrade your document profiles.
  1. Using Manager, click the Document profiles object bar.
  2. Right-click the document profile and select Upgrade. The Upgrade document profile dialog is displayed.
  3. Adjust the Type and Description (if necessary) and click Upgrade.
  4. If the current document profile contains fields that are either assigned to non-standard field types or are not assigned to any field type at all, the Update field types dialog is displayed. Use this dialog to match the old fields with the new field types.
    1. Select a field in the Field pairs list and click Edit.
    2. Select a corresponding field type from the Field type box.
    3. Click OK when finished.
  
  5. When the Select fields dialog is displayed, use it to determine which field profiles you want to include in the upgrade.
  6. Click OK to complete the upgrade.
Note Upgrading your document profiles means new versions of Eiglobalextra.ini are used (one for each country profile that you are using). If you previously edited this file, you must manually copy your changes to the new version.