Perceptive Photo Capture - Kofax .Create the external application plans ... in the Photo Capture

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  • Perceptive Photo Capture Installation and Setup Guide

    Photo Capture version 2.1 Compatible with ImageNow version 6.7

    Written by: Product Documentation, R&D Date: February 2014

  • 2014 Perceptive Software. All rights reserved

    Perceptive Software is a trademark of Lexmark International Technology S.A., registered in the U.S. and other countries. All other brands and product names mentioned in this document are trademarks or registered trademarks of their respective owners. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or any other media embodiments now known or hereafter to become known, without the prior written permission of Lexmark.

  • Tab le o f Contents

    Perceptive Photo Capture ................................................................................................................. 5

    Prerequisites .............................................................................................................................................. 5

    User software ......................................................................................................................................... 5

    Network software ................................................................................................................................... 6

    Supported file types .................................................................................................................................. 6

    How do I install Perceptive Photo Capture? ............................................................................................. 6

    Install Perceptive Photo Capture ...................................................................................................... 7

    Download the Photo Capture files ............................................................................................................ 7

    Install the Desktop Experience feature ...................................................... Error! Bookmark not defined.

    Run the Photo Capture attended installation ............................................................................................ 8

    Install Photo Capture Client and Server ................................................................................................ 8

    Install Photo Capture Transfer ............................................................................................................... 9

    Run the Photo Capture unattended installation ...................................................................................... 10

    Install Photo Capture Client and Server .............................................................................................. 10

    Install Photo Capture Transfer ............................................................................................................. 11

    Configure Photo Capture defaults .......................................................................................................... 12

    Automatically configure ImageNow for Perceptive Photo Capture .................................................. 13

    Manually configure ImageNow for Perceptive Photo Capture ......................................................... 14

    Create the Staging Area and Sessions drawers ..................................................................................... 14

    Create the custom properties ................................................................................................................. 15

    Create the folder types and assign custom properties ........................................................................... 16

    Create the folder type list ........................................................................................................................ 16

    Create the folder hierarchy ...................................................................................................................... 17

    Create the Indexing and Session document types ................................................................................. 17

    Create the document type list ................................................................................................................. 18

    Create the external application plans ..................................................................................................... 18

    Create the Photo Capture Staging application plan ......................................................................... 18

    Example: The Staging application plan ............................................................................................... 21

    Create the Photo Capture - Indexing application plan ........................................................................ 22

    Create the capture profiles ...................................................................................................................... 22

    Create the Photo Capture - Staging capture profile ........................................................................... 22

    Create the Photo Capture - Indexing capture profile .......................................................................... 23

    Create the System Administrator user group and assign privileges....................................................... 23

    Perceptive Photo Capture Installation and Setup Guide Page 3 of 37

  • Create the user group and assign document type, drawer, and folder type privileges ...................... 23

    Assign application plan privileges ....................................................................................................... 24

    Assign capture profile privileges.......................................................................................................... 25

    Assign view privileges .......................................................................................................................... 25

    Customize Perceptive Photo Capture ............................................................................................. 26

    Create the Photo Capture user ............................................................................................................... 26

    Create custom fields in Photo Capture ................................................................................................... 27

    Example: ppc.dictionary.settings ........................................................................................................ 28

    Create custom properties ....................................................................................................................... 28

    Create document types for Photo Capture indexing .............................................................................. 29

    Complete the Indexing application plan ................................................................................................. 29

    Build the Indexing application plan dictionary .................................................................................... 29

    Map the Indexing application plan ...................................................................................................... 30

    Configure the information banner ........................................................................................................... 31

    Example: ppc.banner.settings ............................................................................................................. 32

    Integrate an iScript .................................................................................................................................. 32

    Photo Capture iScript layout ............................................................................................................... 32

    Enable the iScript ................................................................................................................................. 32

    Appendix A: Epic context and EXIF data fields ............................................................................... 33

    Epic context information ......................................................................................................................... 33

    EXIF data ................................................................................................................................................. 33

    Appendix B: ppc.dictionary.settings ............................................................................................... 35

    ppc.dictionary.settings ............................................................................................................................ 35

    Appendix C: Configuration files ...................................................................................................... 36

    ppc.server.settings .................................................................................................................................. 36

    TransferClient.ini ...................................................................................................................................... 37

    INEpicScan.ini ......................................................................................................................................... 37

    Perceptive Photo Capture Installation and Setup Guide Page 4 of 37

  • Percept i ve Photo Capture The Perceptive Photo Capture application streamlines the process of ca