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KofaxTotalAgilityAdministratorsGuide EN

This document is the administrator's guide for Kofax TotalAgility version 7.7.0. It contains 6 chapters that describe various components and configuration options for the Kofax TotalAgility platform. The chapters cover Transformation Server processes, reporting for the Capture Client, the Kofax Message Connector, Kofax Document Converter, assigning access permissions, and logging on in recovery mode. The document provides information to help administrators configure, operate, and maintain the Kofax TotalAgility system.

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0% found this document useful (0 votes)
45 views83 pages

KofaxTotalAgilityAdministratorsGuide EN

This document is the administrator's guide for Kofax TotalAgility version 7.7.0. It contains 6 chapters that describe various components and configuration options for the Kofax TotalAgility platform. The chapters cover Transformation Server processes, reporting for the Capture Client, the Kofax Message Connector, Kofax Document Converter, assigning access permissions, and logging on in recovery mode. The document provides information to help administrators configure, operate, and maintain the Kofax TotalAgility system.

Uploaded by

gabrielacho
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 83

Kofax TotalAgility

Administrator's Guide
Version: 7.7.0

Date: 2019-09-19
© 2019 Kofax. All rights reserved.

Kofax is a trademark of Kofax, Inc., registered in the U.S. and/or other countries. All other trademarks
are the property of their respective owners. No part of this publication may be reproduced, stored, or
transmitted in any form without the prior written permission of Kofax.
Table of Contents
Preface...........................................................................................................................................................7
Related documentation.......................................................................................................................7
Training............................................................................................................................................... 8
Getting help with Kofax products....................................................................................................... 8
Chapter 1: About Transformation Server processes.............................................................................. 9
High-priority incoming activities..........................................................................................................9
Password-encrypted pdf files............................................................................................................. 9
Multiple instances of Transformation Servers.................................................................................... 9
Transformation Server pools................................................................................................. 10
Partially completed activities............................................................................................................ 11
Stopping the Transformation Server service....................................................................................12
Chapter 2: Kofax Reporting for the Capture Client...............................................................................14
Activities recorded............................................................................................................................ 14
Keystrokes........................................................................................................................................ 15
Chapter 3: Kofax Message Connector....................................................................................................16
Deployment scenarios...................................................................................................................... 16
Standalone scenario.............................................................................................................. 17
Load-Balancing scenario....................................................................................................... 17
Failover scenario....................................................................................................................18
High performance scenario................................................................................................... 18
Advanced configuration of Message Connector features................................................................ 18
Set Windows permissions for Message Connector......................................................................... 19
Folder permissions.................................................................................................................19
Features and integration examples..................................................................................................20
Connect to Biscom server..................................................................................................... 20
Connect to Right Fax server................................................................................................. 21
Connect to Kofax Communication server..............................................................................22
Import PST files..................................................................................................................... 23
PDF normalization................................................................................................................. 23
Configure document normalization........................................................................................24
Configure Kofax Converter.................................................................................................... 27
Import MSG and EML files from folder................................................................................. 31
Import XFA files..................................................................................................................... 32
Archive documents................................................................................................................ 33

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Configure SSL connection.....................................................................................................33


Filter source IP addresses for SMTP connections................................................................35
Supported formats for document normalization.................................................................... 36
Supported input file formats and output PDF formats...........................................................37
Access other user's mailbox..................................................................................................38
Permissions for Azure Active Directory application...............................................................38
Registry settings to enable TLS v1.1 and TLS v1.2 support for EWS.................................. 38
Operation and maintenance............................................................................................................. 41
Manage logs in Message Connector.................................................................................... 41
Manage logs in KFXConverter.............................................................................................. 41
Message Connector status monitor................................................................................................. 41
Send test messages.............................................................................................................. 42
Message Connector storage................................................................................................. 42
View messages in the storage.............................................................................................. 43
Manage failed messages manually....................................................................................... 43
Chapter 4: Kofax Document Converter.................................................................................................. 45
Advanced configuration for document preparation.......................................................................... 45
Configure PDF Variant...........................................................................................................46
Configure Microsoft Office..................................................................................................... 47
Configure OpenOffice.org extension..................................................................................... 47
Configure Total HTML ConverterX........................................................................................ 47
Configure Kofax Converter...............................................................................................................48
Flatten XFA files............................................................................................................................... 53
Image normalization rules................................................................................................................ 53
Manage conversion time for large files............................................................................................54
Supported formats for document conversion................................................................................... 55
Supported input file formats and output PDF formats..................................................................... 56
Chapter 5: Assign access permissions to different areas of TotalAgility...........................................57
Chapter 6: Log on to TotalAgility in a recovery mode..........................................................................58
Appendix A: Active Directory synchronization..................................................................................... 59
Partitioned Active Directory.............................................................................................................. 59
Active Directory domains..................................................................................................................59
Network setup........................................................................................................................ 59
Child domain.......................................................................................................................... 60
Additional domain (Cross domain)........................................................................................ 60
Forests and trees...................................................................................................................60
LDAP (Lightweight Directory Access Protocol)................................................................................60
LDAP query............................................................................................................................61

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Paged search.........................................................................................................................61
Referral chasing.....................................................................................................................62
Types of referral chasing.......................................................................................................62
Syntax of filter........................................................................................................................62
Active Directory attributes......................................................................................................63
Implement Active Directory synchronization.................................................................................... 63
Synchronize active items.......................................................................................................63
Synchronize deleted items.................................................................................................... 64
Synchronize root level........................................................................................................... 64
Synchronize middle level.......................................................................................................64
Perform group search............................................................................................................64
Synchronize cross domains...................................................................................................64
Synchronize category within category...................................................................................65
Synchronize groups within groups........................................................................................ 65
Implement chase referral.......................................................................................................65
Appendix B: Lock activity performance................................................................................................. 66
Appendix C: CoreWorkerActivityOrder setting......................................................................................67
Lock activities................................................................................................................................... 67
Appendix D: Cross Origin Resource Sharing setting........................................................................... 69
Appendix E: Logging................................................................................................................................ 70
TotalAgility Web and Application Server.......................................................................................... 70
TotalAgility Transformation Server....................................................................................................72
Data Layer........................................................................................................................................ 75
Capture Client...................................................................................................................................76
TotalAgility Reporting Server............................................................................................................ 77
Client-side reporting...............................................................................................................78
Web Capture logging........................................................................................................................79
Network logging................................................................................................................................ 79
License Server logging.....................................................................................................................79
Appendix F: Performance counter usage.............................................................................................. 80
Installation......................................................................................................................................... 80
Data collection.................................................................................................................................. 80
Interpretation..................................................................................................................................... 80
Locked automatic activities....................................................................................................81
Worker tasks taken................................................................................................................81
Active threads / Thread pools............................................................................................... 82
Items / Thread pool queue....................................................................................................82
Uninstall............................................................................................................................................ 82

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Logging............................................................................................................................................. 82

6
Preface

Use the information in this guide if you are the administrator who will configure and maintain the
TotalAgility installation.

Related documentation
The full documentation set for Kofax TotalAgility is available at the following location

https://docshield.kofax.com/Portal/Products/KTA/7.7.0-o3xtk9orwd/KTA.htm

In addition to this guide, the documentation set includes the following items:
• Kofax TotalAgility Prerequisites Guide: Provides system requirements for installing TotalAgility,
instructions for running the prerequisite utility, and a software checklist for various installation types.
• Kofax TotalAgility Installation Guide: Describes how to install and configure TotalAgility.
• Kofax TotalAgility Integration Server Installation Guide: Describes how to install Kofax Integration
Server and integrate it with other products.
• Kofax TotalAgility On-Premise Multi-Tenancy Installation Guide: Describes how to install and configure
On- Premise Multi-Tenant system.
• Kofax TotalAgility Configuration Utility Guide: Explains how to use the Configuration Utility to update
settings across various configuration files for different types of installation and deployment.
• Kofax TotalAgility Architecture Guide: Provides an overview of the TotalAgility architecture, covering
various deployments for on-premise, on-premise multi-tenancy and Azure environments.
• Kofax TotalAgility Best Practices Guide: Describes the best practices you must follow when using
TotalAgility to improve performance, cost, maintenance, availability and security.
• Kofax TotalAgility Features Guide: Provides an overview of the TotalAgility features.
• Kofax TotalAgility Migration Guide: Provides information on TotalAgility upgrades from different versions
and post upgrade configuration.
• Kofax TotalAgility Help: Provides details about using TotalAgility to design business jobs and cases,
assign resources, create forms, integrate with external applications, and more. Access the help from
the TotalAgility application by clicking the Help button.
• Kofax TotalAgility Workspace Help: Describes how to use the Workspace to manage activities, jobs,
and resources. Access the help from the TotalAgility Workspace by clicking the Help button.
• Kofax TotalAgility On-Premise Multi-Tenant System Help: Describes how to create and manage tenants
using the TotalAgility On-Premise Multi-Tenant system.
• Kofax TotalAgility Web Capture Control Help : Provides details on using a Web Capture control in
creating multi-page documents, creating a new document in a new folder, deleting pages that have
been incorrectly scanned, and more; also, describes the buttons available in a Web Capture control
toolbar.

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Kofax TotalAgility Administrator's Guide

• Kofax Analytics for TotalAgility Product Features Guide: Provides an overview of the dashboards that
help you track data through the workflow, analyze the effectiveness of the processes and resources,
and address business problems.
• Kofax TotalAgility Tables: Describes the Kofax TotalAgility tables and fields used by Kofax Analytics for
TotalAgility.
• Migration From Kofax Products Guide: Provides information about migrating TotalAgility files and Kofax
Transformation Modules projects to TotalAgility.

Training
Kofax offers both classroom and computer-based training that will help you make the most of your Kofax
TotalAgility solution. Visit the Kofax website at www.kofax.com for complete details about the available
training options and schedules.

Getting help with Kofax products


The Kofax Knowledge Base repository contains articles that are updated on a regular basis to keep you
informed about Kofax products. We encourage you to use the Knowledge Base to obtain answers to your
product questions.

To access the Kofax Knowledge Base, go to the Kofax website and select Support on the home page.

Note The Kofax Knowledge Base is optimized for use with Google Chrome, Mozilla Firefox or Microsoft
Edge.

The Kofax Knowledge Base provides:


• Powerful search capabilities to help you quickly locate the information you need.
Type your search terms or phrase into the Search box, and then click the search icon.
• Product information, configuration details and documentation, including release news.
Scroll through the Kofax Knowledge Base home page to locate a product family. Then click a product
family name to view a list of related articles. Please note that some product families require a valid
Kofax Portal login to view related articles.
• Access to the Kofax Customer Portal (for eligible customers).
Click the Customer Support link at the top of the page, and then click Log in to the Customer Portal.
• Access to the Kofax Partner Portal (for eligible partners).
Click the Partner Support link at the top of the page, and then click Log in to the Partner Portal.
• Access to Kofax support commitments, lifecycle policies, electronic fulfillment details, and self-service
tools.
Scroll to the General Support section, click Support Details, and then select the appropriate tab.

8
Chapter 1

About Transformation Server processes

TotalAgility uses the Transformation Server to process automatic activities (including Composite,
Extraction, Classification, PDF Generation, and Image Processing). Multiple Transformation Servers
can work within a single Kofax TotalAgility installation. It is server software that does processing of
concrete tasks it supports (for example, Classification). It is designed as a separate component to remove
CPU intensive processing from application and web servers on separate machines thus allowing these
components to be more responsive.

Transformation Server connects with Kofax TotalAgility using direct database access with the SQL Server
ADO.NET driver.

High-priority incoming activities


The Transformation Server normally uses an outgoing model where each Transformation Server
periodically polls Kofax TotalAgility for new jobs. When a process requires an immediate response from a
Transformation Server, create a job using the CreateJobAndProgress API. This performs a synchronous
activity that executes all capture activities as quickly as possible through Transformation Server and then
stops at the first manual activity in a process (such as Validation).

Transformation Server uses all available slots to process the pushed calls, you can add the reserved slots
to increase responsiveness on push calls. Reserved slots only guarantees that processing can be started
immediately. However, if all slots are busy (include reserved ones) the call still will wait.

Password-encrypted pdf files


You cannot use the Transformation Server to process password-encrypted PDF files. Decrypt the
password-encrypted files before passing them to Transformation Server.

Multiple instances of Transformation Servers


You can run multiple instances of the Transformation Server as part of your TotalAgility environment. You
can add or remove instances of the Transformation Server without reconfiguring Transformation Server
and TotalAgility itself.

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Kofax TotalAgility Administrator's Guide

Transformation Server pools


In a system where all activities require a similar amount of processing time, use multiple Transformation
Servers in a single pool. For greater control over more complex processes, use Transformation Server
pools.

For example, in a medical claims processing solution, claims arrive in the following ways:

• Mail room: Large numbers of claims arrive through the mail room and are manually fed into high-speed
scanners with 200 to 500 pages in each group. The system is continuously loaded.
• Internet Portal: Individual claims and small groups of claims arrive through the internet portal.
• Mobile Devices: Individual claims arrive through mobile devices.

The system must acknowledge receipt of claims that arrive from portal and mobile devices. Submissions
through these devices are random and peaks are difficult to predict.

The large number of claims that arrive through the mail room can take longer to process than the
individual claims and smaller groups that arrive through the internet and mobile devices. If the
Transformation Server processes claims based on arrival time, an individual claim might be scheduled
behind a large group of claims from the mail room. The processing time for the individual claim might be
excessive.

Adding Transformation Server pools can prevent this problem. When designing TotalAgility workflow,
create separate processes for urgent jobs from the internet portal and mobile devices, and long-running
jobs from the mail room. Specify a Transformation Server pool for each Transformation Server supported
activity, such as PDF Generation and Composite.

Example:

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Kofax TotalAgility Administrator's Guide

This example shows three pools:

• Pool A: Processes urgent jobs from the internet portal or mobile devices.
• Pool B: Processes long-running jobs from the mail room.
• Default Pool: Processes activities regardless of the assigned pool.

A Transformation Server can belong to only one pool.

• Transformation Server instances 1 and 2 are assigned to process activities from Pool A.
• Transformation Server instances 3 to 5 are assigned to process activities from Pool B.
• Transformation Server instances 6 and 7 are not assigned to a pool, so they execute all activities
regardless of the assigned pool.

Partially completed activities


If you enable partial completion in a Transformation Server activity (including Composite, Extraction,
Classification, and PDF Generation), the Transformation Server notifies TotalAgility when a document in a
folder is fully processed and ready for further processing, even though other documents in a folder are not
yet ready for processing.

Note For an activity using the Partial Completion property, the folder structure validation logic is not
executed by Transformation Server. For more information on the Partial Completion property, see the
TotalAgility help.

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Kofax TotalAgility Administrator's Guide

Stopping the Transformation Server service


The Transformation Server Service can be controlled like other services from the command line or with
Services under the Control Panel.

However, when the service receives the command to stop, the service is only allowed a limited time to
end. The following steps occur when using the normal method of stopping the Transformation Server
Service:
1. The service stops accepting or taking new work from the TotalAgility Core Worker.
2. The service continues to process unfinished activities for a limited time, which is usually less than
two minutes.
3. Any activities that do not complete with this limited time are interrupted and suspended.
4. The service stops.

If you need more than a couple of minutes for activities to finish processing, you can send the following
custom command to the service to stop it gracefully:

sc control KofaxTransformationServerService 186

When the service receives this custom command, the service may continue to run until it is idle. The
following steps occur when you use the custom command to stop the Transformation Server Service:
1. The service stops accepting or taking on new work from the TotalAgility Core Worker.
2. The service continues to process unfinished activities for an indefinite time.
3. When all activities are complete, the service stops.

Note As hung background processes are not detected, the service may never end in this case.
However, 24-hour timeouts are likely to end any hung processes.

If using the custom control command, we recommend to stop the service if it is still running after two
hours. It is likely that a child background service is hung so using the normal stop command will end the
process.

The service also allows Pause and Continue commands.


• Pause: The service continues to process current activities, but does not accept or take on new
activities. The service eventually goes idle, but does not stop or exit.
• Continue: The service resumes taking new activities.

The command line syntax for all aspects relating to the Transformation Server service are as follows.
Syntax Description
sc start KofaxTransformationServerService The regular start command for the service.
sc stop Kofax TransformationServerService The regular stop command for the service.
sc control KofaxTransformationServerSerive The custom stop command that allows all current work to
186 complete before the service stops.

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Kofax TotalAgility Administrator's Guide

Syntax Description
sc pause KofaxTransformationServerService The command to pause the service.
sc continue The command to start the service again after is has been
KofaxTransformationserverService paused so that the normal activity can resume.

13
Chapter 2

Kofax Reporting for the Capture Client

Kofax Reporting provides information about Kofax TotalAgility usage, including scanning, review,
validation, verification, import, and export. This feature enables you to track the efficiency of the system
and users.

The server records Capture Client activities and sends the information to the reporting library whenever an
activity occurs that requires reporting.

Activities recorded
All document and page editing activities are recorded, including those performed by custom .NET
activities. Recorded activities include:
• Document actions:
• Create
• Delete
• Override/restore document problem
• Reject/unreject document
• Page actions:
• Annotate/Remove annotation
• Delete
• Rotate

The following Capture Client activities have special labels:


• Page creation activities (whether by scanning or importing) are recorded as "Page scan" actions.
• Moving a document within a folder, to a different folder, and moving a folder with a document generate
a "Document move" action.
• Moving a page within a document generates a "Page move" action for the following operations:
• Moving a page within a document.
• Moving a page from one document to another.
• Splitting a document with the MovePages parameter.
• Combining documents.

Validation and Document Review modules maintain document separation statistics for the following
activities:
• Correct splits
• Wrong splits

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Kofax TotalAgility Administrator's Guide

• Missing splits

These statistics are reported to the server when the activity is completed.

Keystrokes
Keystrokes are counted for documents and fields. A Complete activity causes the following to happen:
• Documents with positive key counts are included in the event data passed to the server.
• The keystroke counter is reset to zero.

Keystrokes used in folder operations are not reported.

The following rules determine how the system records keystrokes and whether the rules apply to
documents or fields:

Recorded keystrokes on the document


• Field navigation keys (Tab, Up Arrow, and Down Arrow)
• Keystrokes on read-only and disabled fields
• Keystrokes that change a document field
• Keystrokes made on the Document Type field

Recorded keystrokes on the field


• Confirmation keys (Enter to confirm and Ctrl+Enter to force validation)
• When the focus is on the Navigator, Image View, Thumbnails, and Current Error panels, keys pressed
to bring the focus to active field (as highlighted in yellow)—recorded as keystrokes on the field. The
exception is Enter, which is recorded as a keystroke on the document.
• All other keystrokes that are sent to a field—recorded as keystrokes on the field and the document.

Keystrokes that are not counted


• Keystrokes made on the Folder and Activities tabs
• The Alt, Shift, Ctrl, and Print Screen keys

15
Chapter 3

Kofax Message Connector

Kofax Message Connector is a Windows service responsible for importing messages and files in many
electronic formats. It retrieves documents from various sources and saves them in its internal storage
making them available for retrieval through a web service interface. Kofax TotalAgility connects to the
Message Connector web service interface and retrieves the documents for import.

Kofax Message Connector can import messages and files from:


• Email messages including attachments using various email protocols (SMTP, POP3, IMAP, EWS)
• Fax messages (through internal fax over IP server or external fax servers: Kofax Communication
• Server, RightFax, Biscom)
• Files from a local or network folder

This chapter provides important information about configuring and operating Kofax Message Connector,
including:
• Instructions for configuring Kofax Message Connector.
• Instructions for integrating with third party environment, such as fax servers or email servers.
• Instructions for operating and monitoring Kofax Message Connector.

Note
• Kofax Message Connector is also used with slightly different functionality in other Kofax products.
• For using the Message Connector utility in Docker, start the utility remotely from the Message
Connector Monitor.
• You cannot use MS Office, Open Office, Total HTML Converter, Total EML Converter for converting
office documents in a Docker environment.

Deployment scenarios
The two main components, Kofax Message Connector and Core Worker service can be installed on the
same computer or on different computers. One Core Worker service can connect to multiple Message
Connectors. However, a single Message Connector must not be polled by multiple Core Worker services.
This section describes some of the most typical scenarios.

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Kofax TotalAgility Administrator's Guide

Note To restrict the HTTP access of Message Connector for security reasons, we recommend that you
set the Local IP Address field in the HTTP settings using one of the following.
• Specify the local IP address (127.0.0.1) to limit the access to a local machine in case of a standalone
deployment.
• Specify the local IP address of any network adapter to limit the access to a specific network.

In TotalAgility, when configuring the import connection settings for emails, make sure that you specify
the same IP address in the Message Connector URL field on the Import Connections page.

Standalone scenario
In this scenario, Message Connector and Core Worker service are installed on the same computer. This
configuration does not offer any load balancing or failover mechanisms. You can easily run this on virtual
environment for tests and demonstrations.

Load-Balancing scenario
In this scenario, a single instance of Core Worker service connects to two (or more) Message Connector
instances. Each instance runs on a separate computer. This configuration is recommended if you need
to process many messages quickly. As document conversion can be time consuming having multiple
Message Connectors, you distribute the conversion load to several computers.

You can also install multiple instances of Message Connector on a single computer. This does not speed
up document processing but helps you to prioritize documents. For example, a customer needs two
electronic imports, SMTP email and fax. Customer expects large volume of email traffic and fewer high-
priority faxes. By assigning fax import to a dedicated instance of Message Connector, customer can
ensure that faxes are not stuck in the queue behind emails.

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Kofax TotalAgility Administrator's Guide

Failover scenario
In this scenario, two or more computers with Kofax Message Connector are grouped in a Windows
failover cluster. Documents are routed to the active node. When that fails, the next node continues without
longer service interruption.

High performance scenario


In this scenario, multiple computers run in parallel and import documents from folder.

For optimal performance, install both Message Connector and Core Worker service on the same
computer. Modify the value of the Prefetched Messages parameter in the Message Connector
configuration to get additional performance. In our high-performance environment, the value 40 has
yielded the best results.

Advanced configuration of Message Connector features


In most of the use cases it is sufficient to configure the import settings in the Kofax TotalAgility integration
import configuration User Interface.

For specific use cases some advanced configuration parameters are available in a separate Message
Connector configuration User Interface.

To open the Message Connector Configuration utility, from the Windows Start menu, select All Programs
> Kofax > Message Connector > Message Connector Configuration. The Message Connector
Configuration screen appears.

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Kofax TotalAgility Administrator's Guide

The following configuration parameters do not apply to Kofax TotalAgility.

Tab Configuration Parameter


Security Options • Disable Web Service Input

Document Conversion • Image to Pdf

Web-Service Input • Local IP Address


• HTTP Port
• HTTPS Port
• KC Plugin URL
• MC Cluster Enabled
• Local MC Cluster IP Address
• MC Cluster Port
• MC Cluster Members

Set Windows permissions for Message Connector


This section provides information about the Windows permissions required to run Message Connector.

Note
• The user who performs the installation must be a member of the local Administrator's group.
• An interactive user (logged-on user), or a user defined in the Message Connector's Document
Conversion configuration only can perform the Microsoft Office document conversion.

Folder permissions
The following table lists the necessary folder permissions to run Message Connector.
Folder Permission
ProgramData\Kofax\KIC-ED\MC Full Control
Installation folder Read

Note Message Connector installation folder.

Temp folder (generally, Windows\Temp) Full Control

Note You can modify this folder using Windows


environment variables.

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Kofax TotalAgility Administrator's Guide

Features and integration examples


This section provides examples on how to integrate Kofax Message Connector with third party software
and hardware, and describes some advanced features of the product.

Connect to Biscom server


In addition to configuring the connection to the Biscom fax server in TotalAgility Designer, install the
Biscom client software and identify a user/extension on the fax server for use with Kofax Message
Connector. Work with your fax server administrator to configure the Biscom server.

Configure Biscom server


1. On the Biscom fax server, start the FAXCOM Administrator tool.
2. Create (or reserve) a user/extension for use with Kofax Message Connector.
3. Enable the network share connection to the Biscom server and note the service path.
4. Close the tool.

Install FAXCOM client


Install the Biscom client software, the FAXCOM Client on the computer(s) in which Message Connector is
installed.
1. Run the following command if the computer in which the FAXCOM Client is installed belongs to a
Windows domain and the user does not have access rights to the Biscom share:
Net Use <Biscom_service_path> /USER:<Biscom_user> <password>
2. Start the FAXCOM Client from the FAXCOM group of the Windows Start menu.
3. Enter the logon information and click OK.
Upon logon, the FAXCOM Client window opens.

4. Close the client.

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Kofax TotalAgility Administrator's Guide

Connect to Right Fax server


In addition to configuring the connection to the RightFax fax server in TotalAgility Designer, install
RightFax client software and identify a user/extension on the fax server for use with Kofax Message
Connector.

Configure RightFax server


1. On the RightFax fax server, start the Enterprise Fax Manager tool.
2. Create (or reserve) a user/extension for use with Kofax Message Connector.
3. Close the tool.

Install RightFax client


1. On the Message Connector computer(s), start the RightFax Product Suite setup.
2. When prompted to select the setup type, select Typical Client.
3. In the RightFax Server Name box, enter IP address or name of the fax server.
4. Click Install.
5. On the Windows Start menu, start RightFax FaxUtil.
6. Enter the logon information.
Keep the Remember password check box clear.
7. Click OK.
Upon logon, the RightFax FaxUtil window opens.

8. Close the client.

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Kofax TotalAgility Administrator's Guide

Forward faxes from multiple mailboxes to a single queue user


In Kofax TotalAgility, you can configure a single user for accessing RightFax. An administrator can have
access to multiple mailboxes. If you do not want to use the administrator user for security reasons,
consider setting up fax forwarding to a dedicated user, and use the credentials of this dedicated user in
Kofax TotalAgility. Each fax user must configure fax forwarding using RightFax FaxUtil.
1. Start RightFax FaxUtil from the Windows Start menu and log on.
2. On the Tools menu, click Options.
3. On the Receiving tab, select Forward Received Faxes to User.
4. Select the dedicated user as the recipient of the forwarded faxes.
5. Confirm the changes and close FaxUtil.

Keep messages on RightFax server


By default, Kofax Message Connector deletes imported messages from the fax server. You can configure
Message Connector to keep the messages on the fax server for processing later.
1. Navigate to the MC\config folder and open SolutionConfig.xml in an editor.
2. Add the following content between the </SSL> and <CallPeerList> lines:
<FaxServer>
<RFaxKeepMsgs>2</RFaxKeepMsgs>
</FaxServer>
3. Save and close the file.
Message Connector configuration now contains a new tab Fax Server with a single parameter “Keep
messages on RightFax Server” set to “[2] yes”.
4. Start Message Connector configuration. Verify the value in the Fax Server tab.
5. Click Save and then click Exit.
Imported messages are no longer deleted from the RightFax server, instead, the text “KCFax:marked
to delete” is added to the comment field and the flag FAXFLAG_GENERIC2 is set.

Connect to Kofax Communication server


In addition to configuring the connection to the Kofax Communication Server in TotalAgility Designer,
identify a user/extension on the fax server for use with Kofax Message Connector.

Note For an external fax server, when you send an email with an attachment using KCS as a fax server
type, TotalAgility only imports attachment of the email and cannot create a document for the email body.
See TotalAgility help.

1. On the Kofax Communication Server, start the TCfW Communication Server Client.
2. Create (or reserve) a user/extension for use with Kofax Message Connector.
3. Optionally, if you want to import faxes received by multiple KCS users, set up fax forwarding for each
of the user and forward the faxes to the created user.
4. Close the client.

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Kofax TotalAgility Administrator's Guide

Import PST files


Personal storage table (PST) files are used by Microsoft Outlook and other Microsoft products to store
messages and other items. Use the following procedure to extract all messages from a PST file to a
folder. Kofax Message Connector can then import the extracted messages to Kofax TotalAgility.
1. Start Windows Command Prompt in the Message Connector installation folder. The default location
(for 64-bit operating system) is:
C:\Program Files (x86)\Kofax\KIC-ED\MC\bin\KFXConverter
2. Run the following command:
KFXConverter.exe –s <sourcepath>\<filename> –f <destinationpath>\ –type
msg
3. Configure the following details:
a. For <source path>, enter the folder where your PST is located.
b. For <filename>, enter the name of the PST file to be imported.
c. For <destination>, enter the folder where the MSG files should be extracted.
4. Once extraction is complete, move the extracted files to a watched folder to import them to Kofax
TotalAgility.

Note
• You cannot import the MSG files where attachments have been removed by any Microsoft
Outlook archive tool.
• You can import multiple PST files simultaneously. However, when you run multiple KFXConverter
instances in parallel, some information about the second and later instances might be missing
from the log file. To ensure that your logs are complete, you can specify different log files for
each instance using the command line switch: -logfile <logfilename>

PDF normalization
When you select to normalize your message content to PDF, Kofax Message Connector normalizes all
non-PDF parts of the message to an ISO-standardized version of PDF, the PDF/A. However, Message
Connector can also normalize PDF parts to PDF/A.

Note
• If Microsoft Office is selected as normalization tool in MS Office and selected Open Office
documents, normalization of excel documents result in PDF documents rather than PDF/A
documents.
• Any embedded macros in Microsoft Office documents are ignored during document normalization.

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Kofax TotalAgility Administrator's Guide

Configure PDF variant


You can select one of several supported PDF variants by editing a batch file.
1. Open the folder C:\Program Files (x86)\Kofax\KIC-ED\MC\Scripts (assuming default
installation path on a 64-bit operating system).
2. Edit the file KFXConverter.bat in a text editor.
3. Configure the type of PDF produced when converting non-PDF documents to PDF:

Note This step is required if you are using Kofax Converter for the normalization. If you are using a
different converter, such as Microsoft Office, this setting does not modify the converted PDF type.

a. Find the string IF %ConvertToType%== "PDFA" (.


b. Edit the line immediately below set ConvertToType="PDFA1B". The following values are
supported:
• PDF
• PDFA1A
• PDFA1B (default)
• PDFA2B
4. Configure the type of PDF produced when normalizing existing PDF documents:
a. Find the string IF %ConvertToType%== "PDFAn" (.
b. Edit the line immediately below set ConvertToType="PDFA1BN". The following values are
supported:
• PDF (disables PDF normalization)
• PDFA1AN
• PDFA1BN (default)
• PDFA2BN
5. Save the file and close it.

Configure document normalization


Kofax Message Connector can normalize text, HTML, OpenOffice.org, and Microsoft Office documents to
PDF. The images are not normalized to PDF, but they are always imported in their original format.
1. Start Message Connector Configuration utility from the Kofax group in the Windows Start menu.
2. Expand the Document Conversion tab.
3. If you want to extract documents from compressed files, select Enable Decompression. The
following formats/extensions are supported: zip, rar, 7z, tar, gzip. Extraction happens before
document normalization, that is, a Word document extracted from a zip file can be further normalized
into PDF. Extraction is repeated if the extracted file is another compressed file (such as zip within

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Kofax TotalAgility Administrator's Guide

zip) until all compressed files are extracted. Zip file containing multiple files with same name is also
extracted. The following restrictions apply:
• Password-protected compressed files are not extracted.
• Archives split to multiple volumes are not supported.
• EML documents from compressed files are not subject to further extraction/document
normalization.
• If the extraction ends without error, the compressed file is discarded. When archiving to folder is
enabled, the extracted files are archived, not the compressed ones.
4. Select the tool for converting Microsoft Office documents.
5. Select the tool for converting HTML documents.
6. If you selected OpenOffice.org in step 3, make sure that you have installed the necessary
extension. See section Third-Party software.
7. If you selected Microsoft Office in either step 3 or step 4, and you are using the operating system
Windows Server 2008 R2, Windows Vista, or later, you need to select the Windows user account to
be used for Microsoft Office DCOM automation. For initial tests and troubleshooting, you may use the
interactive user. For production use, you must specify an administrator user.
8. Click Advanced. In the Security Options tab, verify that document conversion is not disabled.
9. Click Save. Click Exit and restart service.

Configure Microsoft Office


Message Connector can use Microsoft Office for document normalization.
• Install a supported version of Microsoft Office on the same computer as Message Connector.
• Make sure that at least one printer is installed (required for Microsoft Excel document conversion).
• Start all applications (Word, Excel, PowerPoint) at least once and respond to the initial prompts.
• If you are using 64-bit version of Microsoft Office, create the folder C:\Windows\System32\config
\systemprofile\Desktop.

Note Customers are responsible for providing appropriate licenses for third-party software.

Configure OpenOffice.org extension


Kofax Message Connector supports the normalization of Microsoft Office documents using Microsoft
Office or OpenOffice.org. In case of OpenOffice.org, you need to install the Message Connector
OpenOffice.org extension.

Note This component must be installed on the same computer as Message Connector.

1. Install a supported version of OpenOffice.org. Refer to Third-Party software for supported versions.
2. Shut down all OpenOffice.org processes (including Quickstarter).
3. From the installation media, browse to the TotalAgility\KIC\Export\MC
\OpenOfficeExtension folder and start setup.exe.
4. Click Browse. Windows explorer displays the content of the installation folder.
5. Go to the folder MC\OpenOfficeExtension and start Install.bat.

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Kofax TotalAgility Administrator's Guide

6. Wait until the extension is installed.

You can manage installed OpenOffice.org extensions by selecting Tools > Extension Manager from any
OpenOffice.org application menu. The extension list should include "Kofax Conversion for OpenOffice
1.0.". A properly installed extension has the symbol indicating that this extension is installed for all
users.

Configure Total HTML ConverterX


Message Connector can use Total HTML ConverterX for converting HTML documents, such as email
messages in HTML format. Note the following:
• Download the software from http://www.coolutils.com/TotalHTMLConverterX. You can start with the trial
version for initial testing.
• Install Total HTML ConverterX on the same computer as Message Connector. Use the default
installation path.

Note Customers are responsible for providing appropriate licenses for third-party software.

Third-Party software
The following information applies to third-party software:
• Customers are responsible for providing appropriate licenses for third-party software.
• Install third-party software to their default installation path.
• Install the following third party application versions as required:
• For normalizing Microsoft Office files, you can use the internal conversion tool (KFXConverter) or
install one of the following:
• OpenOffice.org (certified version 3.2)
• Microsoft Office 2010
• Microsoft Office 2013
• Microsoft Office 2016
• Microsoft Office 365
• For normalizing HTML files, you can use the internal conversion tool (KFXConverter) or install one of
the following:
• Microsoft Office 2010
• Microsoft Office 2013
• Microsoft Office 2016
• Microsoft Office 365
• Total HTML ConverterX
• For normalizing Open Office files (ODT, ODS and ODP formats), you can use the internal conversion
tool, KFXConverter. For normalizing other Open Office document formats, use OpenOffice.org.

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Kofax TotalAgility Administrator's Guide

Note
• Do not install OpenOffice.org and Microsoft Office 2013 on a same computer as document
normalization using Microsoft Office 2013 may fail.
• Use Internet Explorer to access Message Connector user interface and document conversion
configuration utilities.
• Third-party software such as Microsoft Office requires appropriate license. These licenses are not
included in the Message Connector license.

Configure Kofax Converter


Configure the advanced settings of the Kofax Converter (KfxConverter) by editing the KFXConverter.ini
file in a text editor. The ini file is located in the same folder as the Kofax Converter executable. The default
location is: C:\Program Files (x86)\Kofax\KIC-ED\MC\bin\KFXConverter\.

Message Connector installs the KFXConverter_Default.ini file to the same folder. If the KFXConverter.ini
does not exist when Message Connector starts, a copy of KFXConverter_Default.ini is created. An
existing KFXConverter.ini is not modified by the setup.

The following parameters are available:

Note Fix the line breaks if you copy and paste the code from this guide.

Group Parameter name Default Description


value
EML2PDF EnableMargin False If set to True, KfxConverter considers the
margin parameters and the parameter
PgNmDistFromHeader.
LeftMargin 3.175 cm Left margin of page (in centimeters).
RightMargin 3.175 cm Right margin of page (in centimeters).
TopMargin 2.54 cm Top margin of page (in centimeters).
BottomMargin 2.54 cm Bottom margin of page (in centimeters).
PgNmDistFromHeader 1.3 cm Page number distance from header (in centimeters).
EnableFontSize False If set to True, KfxConverter considers the "FontSize"
parameter, and all the converted PDF files will be of
the same font size.
FontSize 12 Font size in points.

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Group Parameter name Default Description


value
DateFormat Defines the date format. If empty, the default date
format is used. Examples:
• DateFormat="dd-MMM-yy"
• DateFormat="yyyy-MM-dd"
For more information, see http://msdn.microsoft.com/
en-us/library/8kb3ddd4(v=vs.110).aspx

Note Depending on the regional settings of


your operating system, certain separators are
not available. For example, a forward slash
configured in the ini file might be replaced with a
hyphen as date separator.

FitTableWidthToPage True Resize the table width in an output PDF file when
converting EML files (including body with message
header).
If set to true, KFXConverter sets the table width
based on the page size in output PDF files.
ResizeLargeImages 2 Resize the images that are larger in size.
The following options are available:
0 - Image is not resized.
1 - The image size is compared with the section size
of the document. If the image size is larger than the
section size, image is resized to fit the section.
2 - Free space is calculated based on whether an
image is inline or floating. The image resize ratio to fit
the page size is calculated as per the longer side of
the image, and then the image is resized.

Note If ResizeLargeImages is set to 0 when


the input file contains large size images, file
conversion may result in data loss.

PDF2PDF ALCWebServiceTimeout 1200 sec Adobe Experience Manager web service timeout in
seconds.
TEXT2PDF FontType Arial Specifies the font type for the generated PDF. The
Unicode MS font must be installed on the computer on which
KFXConverter is used.
EXCEL2PDF FitAllColumnsToOnePage True If set to True, all the columns are set to one page.
PaperOrientation -1 Defines the paper orientation.
Default is -1, for Landscape 0, for Portrait 1
PaperSize Default Disables the papersize setting.

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Group Parameter name Default Description


value
ConvertSheets All KFXConverter converts the pages according to
the values specified in field. Possible values are:
All, Active, 1, 2, 3 and so on. Specify the values as
comma separated values.
For example,ConvertSheets=Active,1 converts
the first page and the active page, whereas
ConvertSheets=All converts all the pages.

Note If a blank page is selected for conversion


and no printable area is selected in excel,
KFXConverter ignores this page at the time of
conversion. But, if a blank page with defined
printable area is selected for conversion,
KFXConverter converts this page into pdf.

EnableMargin False If set to True, KFXConverter considers the margin


parameters.
LeftMargin 1 Left margin of page (in centimeters).
RightMargin 1 Right margin of page (in centimeters).
TopMargin 1 Top margin of page (in centimeters).
BottomMargin 1 Bottom margin of page (in centimeters).
HTML2PDF EnableMargin False If set to True, KFXConverter considers the margin
parameters.
LeftMargin 0.3528 cm Left margin of page (in centimeters).
RightMargin 0.3528 cm Right margin of page (in centimeters).
TopMargin 2.54 cm Top margin of page (in centimeters).
BottomMargin 2.54 cm Bottom margin of page (in centimeters).
MHT2PDF EnableMargin False If set to True, KFXConverter considers the margin
parameters.
LeftMargin 3.175 cm Left margin of page (in centimeters).
RightMargin 3.175 cm Right margin of page (in centimeters).
TopMargin 2.54 cm Top margin of page (in centimeters).
BottomMargin 2.54 cm Bottom margin of page (in centimeters).
EXTERNAL LoadExternalResources True If set to False, when converting EML or MSG
RESOURCE documents, KFXConverter does not download any
externally linked resource, for example, an image
LOADING
from an internet hyperlink.
GENERAL OriginalDocumentFolder If document conversion fails and path is valid,
original file is saved at this path.
EnablePageHeader True If set to false, KFXConverter disables the page
number displayed on top of each page.

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Group Parameter name Default Description


value
EncodingType UTF-8 If encoding type is defined in the input
files, KFXConverter uses the same for
converting the documents; otherwise, the default
encoding type or the value specified for the
EncodingType parameter is used.
The encoding type is only applicable for HTML, MHT
and EML file formats.

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Kofax TotalAgility Administrator's Guide

Group Parameter name Default Description


value
PDF2PDFA AllowedErrors 128 If the Standard option is selected in PDF to PDF/A
conversion engine field in Message Connector, the
KFXConverter allows the document conversion with
the specific conversion errors.
To ignore one or more conversion errors and allow
conversion, set the value of AllowedErrors to one
error code or to a combination of error codes.
If AllowedErrors=0, no error is allowed. All the error
codes and all possible values generating from an OR
operation of the error codes can be used to ignore
one or more document conversion errors.
The following table lists the error codes and
description.

Error code Description


4 Visual differences
8 Name collisions of colorants
16 Removing optional content groups
(layers)
32 Removing transparency
64 Removing embedded files
128 Removing non-convertible XMP
metadata
512 Removing of signatures while
normalizing the signed document
4096 Normalizing corrupt input document
16384 Similar font substitution
32768 Removing interactive elements such
as actions or annotations

Examples:
• If AllowedErrors = 4, visual differences in the
output file do not cause a document conversion
error.
• If AllowedErrors = 132, that is, combination of
error code 4 and error code128, conversion is
done even if there are visual differences in the
output file, or non-convertible XMP metadata is
removed.

Import MSG and EML files from folder


When you import MSG and EML files from a folder, these email messages are treated as received emails.
The metadata, such as subject, to, from, date, are extracted directly from the email message. All content

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selection and conversion options, such as converting to TIFF, adding a message header, importing only
body or attachments, apply to the MSG or EML file.

Note If you are not importing MSG and EML files from a folder directly, but are using a controlling XML
file which links these email documents, only the email body is converted and imported. The attachments
are discarded, unless you select to include original content.

Import XFA files


You can import and normalize the PDF documents with Adobe XML Forms Architecture (XFA forms) using
the Message Connector. To achieve this, Adobe Experience Manager Server is required.

Note If support for Adobe LiveCycle is available, you can also use Adobe LiveCycle for conversion of
XFA Forms.

Following are the prerequisites for using Adobe Experience Manager Server:
• You must install and configure the Adobe Experience Manager Server to make it accessible to
TotalAgility. The Output service must be running, and its web service must be enabled and working
properly.
• Adobe Experience Manager software must be installed on a different computer than TotalAgility.
However, to decrease the probability of timeouts and retries, we recommend that you install the
software in the same network LAN segment.
• The minimum supported version of Adobe Experience Manager Server is 6.3.
• You must acquire the Adobe Experience Manager product through an appropriate Adobe Sales
Channel. Kofax does not ship, install, support or troubleshoot the Adobe Experience Manager Server.
The customer using this feature is responsible for any licensing requirements and maintenance contract
and/or agreements required by Adobe, and any of third party vendor that may be involved.

Note
• Any limitations imposed by Adobe are applicable. For example, only XFA PDFs with no rights,
signature, or certification can be converted to PDF or PDF/A. Refer Adobe Experience Manager
documentation for more information.
• When an exception occurs while using Adobe Experience Manager, TotalAgility reports the exception
in its log file, and the error is treated as a standard document conversion error.

To configure the Adobe Experience Manager Server, do the following:


• In Message Connector, specify the information for connecting to Adobe Experience Manager Server on
the Adobe Experience Manager tab.
• In the Integration module of TotalAgility Designer, enable the Flatten XFA forms to PDF/A Documents
Using Adobe Experience Manager setting when configuring the import source settings.

Note
• Enabling this setting may have impact on the performance as each PDF document is sent to
document converter to determine whether it is XFA form or standard PDF.
• For more information on the import source settings, see the TotalAgility help.

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Archive documents
TotalAgility can archive processed documents. To archive documents, specify a path to a folder under
Document Archiving when configuring import sources in the Integration module of the TotalAgility
Designer. When you import a document, based on the import result, TotalAgility creates and stores the
document in one of the following folders:

• OK: Stores successfully imported messages.


• PARTIAL: Stores partially imported messages. For example, a message may be partially imported, if
normalization of eDocuments is enabled and incoming message contains a DAT file.
• REJECT: Stores the rejected messages. For example, a message import may be rejected if
decompression is not enabled in Message Connector and incoming message contains a zip file.

For each message, TotalAgility creates a subfolder under any of the above folders. For example, for
a rejected message, a sub folder is created under the REJECT folder. Name format of the subfolder
is YYYYMMDDhhmmss_<Message ID>. Where, Message ID is the unique ID assigned by Message
Connector to a message on arrival.

Each individual subfolder stores the document in the following file formats:
• File: Contains the message body and all attachments in original file format as separate files.
• EML: Contains message body and the attachments as a single EML file.
• XML: Archives the message metadata as a single XML file.

Configure SSL connection


Using SSL connections, configure TotalAgility to operate in a secure environment.
1. Create a SSL certificate for each component that you want to connect securely. Use the following
tools:
• Microsoft Active Directory Certificate Services
• OpenSSL
2. Configure each component that you want to connect securely:
• For Message Connector, convert the certificate to .pem format so that you can copy the private
key and the certificate to the configuration utility.
• For TotalAgility, install the certificate using Microsoft Management Console (MMC) local account
and copy the thumb print to the configuration utility.
3. Install the certificates on all computers that connect to a secure server.

See Request a certificate for Message Connector using Microsoft Active Directory Certificate Services for
example.

Secure connection between Message Connector and TotalAgility


1. In the Message Connector Configuration, click Advanced to display additional configuration options.
2. On the HTTP tab, select Ssl Active to enable SSL.
3. On theSSL Certificate tab, edit the fields as needed. For production use, update the SSL Certificate
field.

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4. In the Integration module of TotalAgility Designer, enable the Flatten XFA forms to PDF/A
Documents Using Adobe Experience Manager setting when configuring the import source
settings.
5. Click Test connection to verify the connection.

Secure connection for incoming SMTP mail


1. In the Message Connector Configuration, click the Email Inbound via SMTP tab.
2. On the SSL Active list, select ONREQUEST or ALWAYS to activate the SSL protocol.
3. On the SSL Certificate tab, edit the fields as needed.

Secure connection for outgoing SMTP mail


In Message Connector Configuration, on the Email Outbound tab, select ONREQUEST or ALWAYS on
theSSL Active field.

Secure connection for POP3/IMAP mail


1. In the Integration module of TotalAgility Designer, edit the connection for a POP3/IMAP type of import
source.
2. Select Always or On Request for SSL.

Secure connection for Exchange Web Services


1. In the Integration module of TotalAgility Designer, specify the EWS URL when configuring the import
source settings.
2. The prefix of the EWS URL in the field determines whether the connection is secure. Use https for
secure connections.

Request a certificate for Message Connector using Microsoft Active


Directory Certificate Services
This example explains how to use Microsoft Active Directory Certificate Services to generate a
certificate for Message Connector and OpenSSL to extract the private key and certificate. The following
requirements and additional information:
• Requirement for Microsoft Certification Services:
• Configure the server for https binding (https://[CAName]/certsrv/).
• Configure the server to archive the key.
• Create a template which allows to export the private key.

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Kofax TotalAgility Administrator's Guide

• OpenSSL
• To export a decrypted private key.
• To create a PKCS#12 file.
1. Use Microsoft Certification Services to request a certificate.
a. Use a web browser to connect to the CA Server (https://CAName/certsrv).
b. Select Request a certificate.
c. Select Advanced certificate request.
d. Select Create and submit a request to this CA.
e. Fill out the necessary information in the form, and select the correct Certificate Template.
f. Select Mark keys as exportable. Enter the Message Connector server name in the Name box.
g. Click Submit. Wait until the certificate is issued.
h. Click Install this certificate. Wait until the certificate is installed.
2. Use Internet Explorer to export the certificate.
a. Go to Tools > Internet Options > Content > Certificates.
b. On the Personal tab, select the certificate and click Export.
c. Select to export the private key. Select PKCS #12 as the format.
d. Type a password to protect the key.
e. Specify the location and file name, and click Finish.
3. Use OpenSSL to extract the private key and the certificate to .pem format. For example:
openssl.exe pkcs12 -in "c:\certif.pfx" -out
"c:\certif.pem" -nodes
Provide the password used in Step4.
4. Open the pem file in a text editor. The certificate and private key for configuring Message Connector
are available in this file. See Configure SSL connection.

Filter source IP addresses for SMTP connections


Define filters in Message Connector to provide additional security. Use filters to allow SMTP connection
requests from authentic IP addresses, and to avoid or reject requests from unsolicited IP addresses.

Note Filters are only applicable for requests from SMTP connections; requests from other connection
types such as, HTTP are not filtered.

Message Connector Configuration provides an option to define list of filters in the Source IP Filter field of
Email Inbound via SMTP tab. Using these filters, SMTP connections to Message Connector are either
allowed or denied. By default, no filter is defined and connections are allowed from all IP addresses.

Each line in the Source IP Filter field defines a filter and starts with an Allow or Deny keyword, followed
by the CIDR (Classless Inter-Domain Routing) notation of an IP range. These filters are compared with
the source IP address of a request. If a source IP address falls in a category of a filter starting with Allow,
the SMTP connection for that IP address is accepted.

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For example, Allow 10.20.30.0/24 allows request from IP addresses from 10.20.30.0 to 10.20.30.255.

The first matching filter defines whether the request should be allowed or denied. If filters are defined, but
no filter matches the incoming source IP address request, the request is denied.

Supported formats for document normalization


TotalAgility support the following document formats for conversion with various third-party tools.
Microsoft Office OpenOffice.org Total HTML Tools KFXConverter
ConverterX embedded
in Message
Connector
Word Yes Yes Yes Yes
1, 8
documents
Excel documents Yes Yes Yes Yes
1, 8

PowerPoint Yes Yes Yes Yes


1, 3, 8
documents
Text documents Yes Yes Yes Yes
(both
attachments and
email body)
OpenOffice Yes Yes
documents
HTML, MHT Yes Yes Yes Yes
documents (both
attachments and
email body)
EML documents Yes Yes
(email header
embedded on
the first page of
6
email body)
MSG Yes Yes
4, 6
documents
6
PST files Yes Yes
PDF documents, Yes Yes
including
1,
portfolio PDFs
2

compressed Yes Yes


documents
(zip, rar, 7z, tar,
1
tz,gzip)
XML documents Yes
7

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Microsoft Office OpenOffice.org Total HTML Tools KFXConverter


ConverterX embedded
in Message
Connector
XML Paper Yes
Specification
8
(xps)

1. Conversion of password-protected documents is not supported.


2. Conversion of PDF documents with XFA forms (Adobe XML Forms Architecture) created with Adobe
Experience Manager Designer requires Adobe Experience Manager environment via network.
3. Conversion of PowerPoint documents with the extension .ppsx is not supported via OpenOffice.org.
4. MSG documents where attachments are removed by any Microsoft Outlook archiving function are
not supported and they are treated as document conversion errors.
5. Require additional manual steps. See Convert PST files.
6. For folder import only, EML and MSG files are treated as if the messages have arrived via email. The
metadata of the message (and not the metadata of the file) is used.
7. Conversion might require third-party tools during configuration or customization. The tools are not
required during operation.
8. KFXConverter supports conversion of Microsoft Office 2003 to Microsoft Office 2016 and Microsoft
Office 365 documents. It also supports the conversion of XPS format.

Note Each conversion tool produces the desired output in a different way. As a result, switching to
another conversion tool may change the look of your converted documents.

Supported input file formats and output PDF formats


Following table provides a list of all the input file formats supported by KFXConverter and the respective
output (PDF or PDF/A) formats.
Input file formats Output PDF formats Output PDF/A formats
Doc, Docx, Dot, Dotx, Odt, Docm PDF 1.5 PDFA1a
Xls, Xslx, Xlm, Xlt, Xltx, Xlsb, Xlam, PDF 1.4 PDFA1b
Csv, Ods PDFA2a
Ppt, Pptx, Pptm, Potx, Odp PDF 1.5 PDFA2b
PDFA2u
MHT file PDF 1.5
PDFA3a
Html, Htm PDF 1.5 PDFA3b
PDF-1.2 to PDF-1.7 Not supported PDFA3u
Txt, Log PDF 1.5

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Access other user's mailbox


In TotalAgility, you can access other user's mailboxes in one of the following ways:

• Delegate access: Use this option when one user need to act on behalf of another user and access one
or few other users' accounts. For example, one user can access the shared mailboxes of three other
users.
• Exchange impersonation: Use this option when a single user needs to access multiple users'
accounts.

The following table lists the differences between Exchange impersonation and delegate access.
Exchange impersonation Delegate access
Administered by Administrator User
Used by Exchange Web Services Any mailbox client
Configuration Per impersonator Per shared mailbox
Rights Broad Granular

Permissions for Azure Active Directory application


For using MS Graph as an import source, create an application in Azure Active Directory and assign the
following permissions.
API name Permission name Type
Azure Active User.Read Delegated
Directory Graph Mail.Read Delegated
Mail.Read Application
Mail.Read.Shared Delegated
Mail.ReadWrite Application
Mail.ReadWrite Delegated
Mail.ReadWrite.Shared Delegated
Exchange Mail.Read Delegated
Mail.Read Application
Mail.Read.Shared Delegated
Mail.ReadWrite Delegated
Mail.ReadWrite Application
Mail.ReadWrite.Shared Delegated

Registry settings to enable TLS v1.1 and TLS v1.2 support for EWS
For EWS to send TLS v1.1 and TLS v1.2 confirming requests and messages to Microsoft Exchange
server, modify or add specific registry keys for both client (Message Connector) and Exchange Server.

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Prerequisites:
• Install the required .NET Framework 3.5.1 updates to enable TLS v1.1 and TLS v1.2.
• For both client and server, upgrade .NET Framework for the applicable Operating System in use.

Note If a specific .NET Framework update is already installed or if an update is not required (in case a
higher version of .NET Framework is already installed which support TLS v1.1 and TLS v1.2), following
error is displayed: The update is not applicable to your computer.

Enable TLS v1.1 and TLS v1.2 for Message Connector


To enable TLS v1.1 on a computer where Message Connector is installed, add or modify the following
registry sub keys.
Operating Registry Path Sub key Type Description
System
Type
64-bit HKEY_LOCAL_MACHINE\SOFTWARE SystemDefaultTlsVersions dword Set this sub key
\Microsoft\.NETFramework\v2.0.50727 value to 1
64-bit HKEY_LOCAL_MACHINE\SOFTWARE SystemDefaultTlsVersions dword Set this sub key
\Wow6432Node\Microsoft\.NETFramework value to 1
\v2.0.50727
32-bit HKEY_LOCAL_MACHINE\SOFTWARE SystemDefaultTlsVersions dword Set this sub key
\Microsoft\.NETFramework\v2.0.50727 value to 1
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM DisabledByDefault dword Set this sub key
bit \CurrentControlSet\Control\SecurityProviders value to 0.
\Schannel\Protocols\TLS 1.1\Client
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM Enabled dword Set this sub key
bit \CurrentControlSet\Control\SecurityProviders value to 1.
\Schannel\Protocols\TLS 1.1\Client

To enable TLS v1.2 on a computer where Message Connector is installed, add or modify the following
registry sub keys.
Operating Registry Path Sub key Type Description
System
Type
64-bit HKEY_LOCAL_MACHINE\SOFTWARE SystemDefaultTlsVersions dword Set this sub key
\Microsoft\.NETFramework\v2.0.50727 value to 1
64-bit HKEY_LOCAL_MACHINE\SOFTWARE SystemDefaultTlsVersions dword Set this sub key
\Wow6432Node\Microsoft\.NETFramework value to 1
\v2.0.50727
32-bit HKEY_LOCAL_MACHINE\SOFTWARE SystemDefaultTlsVersions dword Set this sub key
\Microsoft\.NETFramework\v2.0.50727 value to 1
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM DisabledByDefault dword Set this sub key
bit \CurrentControlSet\Control\SecurityProviders value to 0.
\Schannel\Protocols\TLS 1.2\Client

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Operating Registry Path Sub key Type Description


System
Type
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM Enabled dword Set this sub key
bit \CurrentControlSet\Control\SecurityProviders value to 1.
\Schannel\Protocols\TLS 1.2\Client

Enable TLS v1.1 and TLS v1.2 for Exchange Server


To enable TLS v1.1 on a computer where Microsoft Exchange Server is running, add or modify the
following registry sub keys.
Operating Registry Path Sub key Type Description
System
Type
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM DisabledByDefault dword Set this sub key value
bit \CurrentControlSet\Control\SecurityProviders to 0.
\Schannel\Protocols\TLS 1.1\Client
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM Enabled dword Set this sub key value
bit \CurrentControlSet\Control\SecurityProviders to 1.
\Schannel\Protocols\TLS 1.1\Client
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM DisabledByDefault dword Set this sub key value
bit \CurrentControlSet\Control\SecurityProviders to 0.
\Schannel\Protocols\TLS 1.1\Server
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM Enabled dword Set this sub key value
bit \CurrentControlSet\Control\SecurityProviders to 1.
\Schannel\Protocols\TLS 1.1\Server

To enable TLS v1.2 on a computer where Microsoft Exchange Server is running, add or modify the
following registry sub keys.
Operating Registry Path Sub key Type Description
System
Type
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM DisabledByDefault dword Set this sub key value
bit \CurrentControlSet\Control\SecurityProviders to 0.
\Schannel\Protocols\TLS 1.2\Client
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM Enabled dword Set this sub key value
bit \CurrentControlSet\Control\SecurityProviders to 1.
\Schannel\Protocols\TLS 1.2\Client
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM DisabledByDefault dword Set this sub key value
bit \CurrentControlSet\Control\SecurityProviders to 0.
\Schannel\Protocols\TLS 1.2\Server
32-bit/64- HKEY_LOCAL_MACHINE\SYSTEM Enabled dword Set this sub key value
bit \CurrentControlSet\Control\SecurityProviders to 1.
\Schannel\Protocols\TLS 1.2\Server

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Kofax TotalAgility Administrator's Guide

Note
• Enable both server and client (Message Connector) sub keys at Exchange Server and then restart
the computer.
• To support this feature on Exchange Server 2013, install the latest updates available for Exchange
Server 2013. Additionally, install the CU16 update. We recommend to install latest updates for all
exchange servers in use.

Operation and maintenance


Message Connector provides log files that can help for troubleshooting. Log files are stored in the
application / program data folder of all users. The default path is:

C:\ProgramData\Kofax\KIC-ED

Manage logs in Message Connector


To manage logs in Message Connector:
1. Start Message Connector Configuration utility from the Kofax group in the Windows Start menu.
2. Click Advanced to display additional configuration options.
3. Edit the settings on the Advanced tab.
• The default values (TraceLevel 10 and MessageTraceSize 1) provide basic trace information
(usually sufficient) without negatively impacting the performance.
• Troubleshooting values (TraceLevel 40 and MessageTraceSize 100000) provide lot of information;
these are more suitable when duplicating error situations in controlled environment.
Refer to Message Connector Help for more information about the parameters.
4. Find log files in <path>\MC\log
5. Click Save and then click Exit and restart service.

Manage logs in KFXConverter


The default name of the log file is KFXConverter.log. The default location is C:\ProgramData\Kofax
\KFXConverter. The maximum log file size is 5 MB. The file is overwritten when the maximum
size is reached. You can specify another log file using the command line option -logFile <path>
\<filename>. For example -logFile C:\temp\mylog.log.

In Message Connector, for PDF/A normalization using Standard option in PDF to PDF/A conversion
engine, conversion results are logged in StandardPDFAEngine.log.

Message Connector status monitor


Message Connector provides a monitoring interface with the following main functions:
• Sending test messages

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Kofax TotalAgility Administrator's Guide

• Viewing documents in storage


• Managing failed documents
• Monitoring Message Connector status

Send test messages


Use this section to verify the functionality of the Message Connector by sending a test fax or an email. To
verify both tests, send a message in a loop (Message Connector --> Message Connector). Core Worker
service will then import the message to Kofax TotalAgility.

Send a test fax


1. On the Windows Start menu, click Kofax > Message Connector > Message Connector Monitor.
2. On the Menu, click Test Fax.
3. In the Number to Dial box, enter a number.
4. Click Send Fax.
The "Server returned ok!" message appears.
5. On the Menu, under Outbound Status, click Processed to find the sent fax.
6. Optionally, click Inbound > Pending and view the message, if the Kofax TotalAgility service is not
running.

Send a test mail


1. On the Windows Start menu, click Kofax > Message Connector > Message Connector Monitor.
2. On the Menu, click Test Mail.
3. In the To box, enter an email address.
4. Click Send Email.
The "Server returned ok!" message appears.

Message Connector storage


Message Connector stores all messages and files received from various sources to its internal storage
before they are imported to Kofax TotalAgility.

The storage is managed automatically. Files and messages that are correctly imported to Kofax
TotalAgility are marked for deletion and they are removed when the storage is full. Files and messages
that are not correctly imported to Kofax TotalAgility may fill the storage. See Manage failed messages
manually.

The storage includes multiple folders.


• Under Inbound Status, click Active to list documents that are active and have been received by
Message Connector but not yet delivered to Kofax TotalAgility. When the "archive to folder" function is
activated, documents remain in this folder until the archiving has been concluded.
• Under Inbound Status, click Active > Failures to list documents that have been received by
Message Connector but are not delivered to Kofax TotalAgility. Documents appear in this folder only

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Kofax TotalAgility Administrator's Guide

if the Keep Failed setting is selected in configuration. When the archive to folder function is activated,
documents remain in this folder until the archiving has been concluded.

Note Documents remain in this folder until they are handled manually by an operator (reactivated or
deleted). If not monitored, this can cause full storage and stop processing of documents.

• Under Inbound Status, click Processed to list documents delivered to Kofax TotalAgility. If Keep Failed
is cleared, this folder also contains documents that permanently failed to import to Kofax TotalAgility.
Processed documents are deleted automatically from the storage when space for active messages is
needed.
• Under Inbound Status, click Processed > Failed to list documents that permanently failed to import
to Kofax TotalAgility (ensure that the Keep Failed setting is clear). These documents are deleted
automatically from the storage when space for active documents is needed.
• Under Outbound Status, click Active to list test fax messages which are queued for sending or are
currently being sent.
• Under Outbound Status, click Processed to list test fax messages which are queued for sending or
are currently being sent.
• Under Outbound Status, click Processed > Failed to list test fax messages that could not be sent.

View messages in the storage


1. On the Windows Start menu, click Kofax > Message Connector > Message Connector Monitor.
2. On the Menu, go to any of the storage folders (Inbound Status or Outbound Status).
3. Select the message and click the View / Save command.
• Email messages are available as EML files. You can view these files in Outlook Express or
Windows Live Mail or any other mail client that supports EML.
You can also view EML files in Microsoft Outlook. To view an EML file in Outlook 2007, follow the
instructions from Microsoft documentation available at the Microsoft website. Outlook 2010 can
directly open these files.
• Fax messages are available in multipage TIFF format. You may need a special viewer to view this
format properly.

Manage failed messages manually


Use this section, to manually manage messages that could not be delivered to Kofax TotalAgility.
Depending on the Keep Failed configuration in the Message Connector Configuration User Interface,
problematic messages can be found in either storage folder:
• Inbound > Active > Failures
• Inbound > Processed > Failures

Reactivate messages
In particular, it is important to monitor the Inbound > Active > Failures folder, as messages in this
folder can potentially fill in the entire storage. These messages can be reactivated and Kofax Message
Connector will retry to import them to Kofax TotalAgility.
1. On the Windows Start menu, click Kofax > Message Connector > Message Connector Monitor.

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2. On the Menu, under Inbound Status, click Active > Failures.


You can view the contents of a message to investigate the problem.
3. Click View / Save.
4. You can either reactivate the message or delete it.
A reactivated message is moved back to the "Inbound Status > Active" folder. A deleted message is
moved to the "Inbound Status > Processed > Failures" folder.

Rerun messages
The "Inbound Status > Processed > Failures" folder contains messages that are already marked for
deletion. When the storage gets full, these messages are lost. However, as long as they are available, you
can rerun them and create a copy of the message-as if it had just arrived-in the "Inbound Status > Active"
folder.
1. On the Windows Start menu, click Kofax > Message Connector > Message Connector Monitor.
2. On the Menu, under Inbound Status, click Processed > Failures.
3. Click View / Save to view the contents of a message.
You cannot delete these messages; they are already deleted. However, you can try to rerun the
message. A copy of this message is created in the "Inbound Status > Active" folder.

44
Chapter 4

Kofax Document Converter

Normally, the document conversion takes the default document conversion settings in TotalAgility.
However, in scenarios such as, the KFXConverter is not an acceptable alternative to MS Office for
converting MS Office documents, you may need to modify these settings.

The Kofax Document Converter utility provides an interface to modify the default configuration settings for
document conversion. See Document Converter help.

This utility is installed when you install Transformation Server. Make sure that you configure these settings
on each Transformation Server instance separately.

Note
• You cannot modify the default parameters in Document Converter utility in an Azure environment. You
can only use KFXConverter for document conversion.
• The document conversion advanced configuration using Document Converter utility has to be
performed on each Transformation Server separately.
• You cannot modify the default parameters in Document Converter utility as the Document Converter
Configuration utility is not accessible in a Docker environment.

Make sure that you provide appropriate licenses for the following third party applications that may be
required for Document Converter:
• Adobe Experience Manager Server
• Total HTML ConverterX
• OpenOffice.org
• Microsoft Office

Advanced configuration for document preparation


Document Converter can normalize text, HTML, OpenOffice.org, and Microsoft Office documents to PDF.
The images are not normalized to PDF, but they are always imported in their original format.

When you select to normalize your message content to PDF, Kofax Document Converter actually
normalize all non-PDF parts of the message to an ISO-standardized version of PDF, the PDF/A. However,
Document Converter can also normalize PDF parts to PDF/A.

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Kofax TotalAgility Administrator's Guide

Note
• If "Microsoft Office" is selected as normalization tool in "MS Office and selected Open Office
documents", normalization of Excel documents result in PDF documents rather than PDF/A
documents.
• Do not open MS Office applications or process MS Office documents on a computer where the
document conversion with MS Office is running.

1. To run the utility, on the Windows Start menu, click Kofax>Document Converter>Document
Converter Configuration.
2. Expand the Document Conversion tab.
3. Select the tool for converting Microsoft Office documents.
• If using OpenOffice.org, make sure that you have installed the necessary extension. See Third-
Party software.
• If using Microsoft Office, and if the operating system is Windows Server 2008 R2, Windows Vista,
or later, select the Windows user account to use for Microsoft Office DCOM automation. For initial
tests and troubleshooting, use the interactive user. For production use, specify an administrator
user.
Important When you use MS Office as a conversion tool, you can only convert one document
on one computer at a time. This may prevent the Transformation Servers to utilize the full
potential of the computers on which the Transformation Servers run. Therefore, we recommend
that you create separate Transformation Server Pools for document conversion using MS Office.
All other conversion activities can be processed on different Transformation Servers. For more
information, see Transformation Server Pools.

4. Select the tool for converting HTML documents.


5. Click Save and Exit configuration.

Configure PDF Variant


You can select one of several supported PDF variants by editing a batch file.
1. Open the following folder (assuming default installation path on a 64-bit operating system):
C:\Program Files (x86)\Kofax\Document Converter\Scripts
2. Edit the file KFXConverter.bat in a text editor.
3. Configure the type of PDF produced when converting non-PDF documents to PDF.
If you are using Kofax Converter for normalization, perform the following substeps. For any other
converter, such as Microsoft Office, this setting does not modify the converted PDF type.
a. Find the string IF %ConvertToType%== "PDFA" (.
b. Edit the line immediately below set ConvertToType="PDFA1B". The following values are
supported:
• PDF
• PDFA1A
• PDFA1B (default)
• PDFA2B

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4. Configure the type of PDF produced when normalizing existing PDF documents.
a. Find the string IF %ConvertToType%== "PDFAn" (.
b. Edit the line immediately below set ConvertToType="PDFA1BN". The following values are
supported:
• PDF (disables PDF normalization)
• PDFA1AN
• PDFA1BN (default)
• PDFA2BN
5. Save and close the file.

Configure Microsoft Office


To use Microsoft Office for document normalization, verify the following:
• Install a supported version of Microsoft Office on the same computer as Document Converter.
• Install at least one printer (required for Microsoft Excel document conversion).
• Start all applications (Word, Excel, and PowerPoint) at least once and respond to the initial prompts.
• If using 64-bit version of Microsoft Office, create the following folder:
C:\Windows\System32\config\systemprofile\Desktop

Configure OpenOffice.org extension


Kofax Document Converter supports the normalization of Microsoft Office documents using Microsoft
Office or OpenOffice.org.

In case of using OpenOffice.org, you must install the OpenOffice.org extension on the same computer as
Document Converter.

To install this extension, do the following:


1. Install a supported version of OpenOffice.org. See Third-Party software for supported versions.
2. Shut down all OpenOffice.org processes (including Quickstarter).
3. From the installation media, browse to TotalAgility\KIC\Export\MC
\OpenOfficeExtension and run setup.exe.
4. Click Browse. Windows explorer displays the content of the installation folder.
5. Go to MC\OpenOfficeExtension and run Install.bat.
6. Wait until the extension is installed.

You can manage installed OpenOffice.org extensions by selecting Tools > Extension Manager from any
OpenOffice.org application menu. The extension list should include "Kofax Conversion for OpenOffice
1.0.". An installed extension displays the symbol indicating that this extension is installed for all users.

Configure Total HTML ConverterX


You can use Total HTML ConverterX for converting HTML documents, such as email messages in HTML
format.

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Install Total HTML ConverterX on the same computer as Document Converter. Use the default installation
path.

Note For initial testing, you can use the trial version of Total HTML ConverterX.

Configure Kofax Converter


Configure the advanced settings of the Kofax Converter (KfxConverter) by editing the KFXConverter.ini
file in a text editor. The ini file is located in the same folder as the Kofax Converter executable. The default
location is:

C:\Program Files (x86)\Kofax\Document Converter\bin\KFXConverter..

Document Converter installs the KFXConverter_Default.ini file to the same folder. If the KFXConverter.ini
does not exist when Document Converter starts, a copy of KFXConverter_Default.ini is created. On
upgrade, an existing KFXConverter.ini is not modified by the setup.

Refer to the following table for the parameters available in KFXConverter_Default.ini.

Note
• You cannot modify the default parameters in KFXConverter.ini file in an Azure environment.
• Fix the line breaks if you copy and paste the code from this guide.

Group Parameter name Default Description


value
EML2PDF EnableMargin False If set to True, KfxConverter considers the
margin parameters and the parameter
PgNmDistFromHeader.
LeftMargin 3.175 cm Left margin of page (in centimeters).
RightMargin 3.175 cm Right margin of page (in centimeters).
TopMargin 2.54 cm Top margin of page (in centimeters).
BottomMargin 2.54 cm Bottom margin of page (in centimeters).
PgNmDistFromHeader 1.3 cm Page number distance from header (in centimeters).
EnableFontSize False If set to True, KfxConverter considers the "FontSize"
parameter, and all the converted PDF files will be of
the same font size.
FontSize 12 Font size in points.

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Group Parameter name Default Description


value
DateFormat Defines the date format. If empty, the default date
format is used. Examples:
• DateFormat="dd-MMM-yy"
• DateFormat="yyyy-MM-dd"
For more information, see http://msdn.microsoft.com/
en-us/library/8kb3ddd4(v=vs.110).aspx

Note Depending on the regional settings of


your operating system, certain separators are
not available. For example, a forward slash
configured in the ini file might be replaced with a
hyphen as date separator.

FitTableWidthToPage True KFXConverter resizes the table width based on the


page size in output PDF files when converting EML
files (including body with message header).
ResizeLargeImages 2 Resize the images that are larger in size.
The following options are available:
0 - Image is not resized.
1 - The image size is compared with the section size
of the document. If the image size is larger than the
section size, image is resized to fit the section.
2 - Free space is calculated based on whether an
image is inline or floating. The image resize ratio to fit
the page size is calculated as per the longer side of
the image, and then the image is resized.

Note If ResizeLargeImages is set to 0 when


the input file contains large size images, file
conversion may result in data loss.

PDF2PDF ALCWebServiceTimeout 1200 sec Adobe Experience Manager web service timeout in
seconds.
TEXT2PDF FontType Arial Specifies the font type for the generated PDF. The
Unicode MS font must be installed on the computer on which
KFXConverter is used.
EXCEL2PDF FitAllColumnsToOnePage True If set to True, all the columns are set to one page.
PaperOrientation -1 Defines the paper orientation.
Default is -1, for Landscape 0, for Portrait 1
PaperSize Default Disables the papersize setting.

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Group Parameter name Default Description


value
ConvertSheets All KFXConverter converts the pages according to
the values specified in field. Possible values are:
All, Active, 1, 2, 3 and so on. Specify the values as
comma separated values.
For example,ConvertSheets=Active,1 converts
the first page and the active page, whereas
ConvertSheets=All converts all the pages.

Note If a blank page is selected for conversion


and no printable area is selected in excel,
KFXConverter ignores this page at the time of
conversion. But, if a blank page with defined
printable area is selected for conversion,
KFXConverter converts this page into pdf.

EnableMargin False If set to True, KFXConverter considers the margin


parameters.
LeftMargin 1 Left margin of page (in centimeters).
RightMargin 1 Right margin of page (in centimeters).
TopMargin 1 Top margin of page (in centimeters).
BottomMargin 1 Bottom margin of page (in centimeters).
HTML2PDF EnableMargin False If set to True, KFXConverter considers the margin
parameters.
LeftMargin 0.3528 cm Left margin of page (in centimeters).
RightMargin 0.3528 cm Right margin of page (in centimeters).
TopMargin 2.54 cm Top margin of page (in centimeters).
BottomMargin 2.54 cm Bottom margin of page (in centimeters).
MHT2PDF EnableMargin False If set to True, KFXConverter considers the margin
parameters.
LeftMargin 3.175 cm Left margin of page (in centimeters).
RightMargin 3.175 cm Right margin of page (in centimeters).
TopMargin 2.54 cm Top margin of page (in centimeters).
BottomMargin 2.54 cm Bottom margin of page (in centimeters).
EXTERNAL LoadExternalResources True If set to False, when converting EML or MSG
RESOURCE documents, KFXConverter does not download any
externally linked resource, such as, an image from
LOADING
an internet hyperlink.
GENERAL OriginalDocumentFolder If document conversion fails and path is valid,
original file is saved at this path.
EnablePageHeader True If set to false, KFXConverter disables the page
number displayed on top of each page.

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Group Parameter name Default Description


value
EncodingType UTF-8 If encoding type is defined in the input
files, KFXConverter uses the same for
converting the documents; otherwise, the default
encoding type or the value specified for the
EncodingType parameter is used.
The encoding type is only applicable for HTML, MHT
and EML file formats.

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Group Parameter name Default Description


value
PDF2PDFA AllowedErrors 128 If the Standard option is selected in PDF to PDF/A
conversion engine field in Document Converter, the
KFXConverter allows the document conversion with
the specific conversion errors.
To ignore one or more conversion errors and allow
conversion, set the value of AllowedErrors to one
error code or to a combination of error codes.
If AllowedErrors=0, no error is allowed. All the error
codes and all possible values generating from an OR
operation of the error codes can be used to ignore
one or more document conversion errors.
The following table lists the error codes and
description.

Error code Description


4 Visual differences
8 Name collisions of colorants
16 Removing optional content groups
(layers)
32 Removing transparency
64 Removing embedded files
128 Removing non-convertible XMP
metadata
512 Removing of signatures while
normalizing the signed document
4096 Normalizing corrupt input document
16384 Similar font substitution
32768 Removing interactive elements such
as actions or annotations

Examples:
• If AllowedErrors = 4, visual differences in the
output file do not cause a document conversion
error.
• If AllowedErrors = 132, that is, combination of
error code 4 and error code128, conversion is
done even if there are visual differences in the
output file, or non-convertible XMP metadata is
removed.

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Flatten XFA files


You can import and flatten the PDF documents with Adobe XML Forms Architecture (XFA forms) using
the Document Converter. To achieve this, you must install Adobe Experience Manager Server and make it
accessible to TotalAgility.

Note If support for Adobe LiveCycle is available, you can also use Adobe LiveCycle for conversion of
XFA Forms.

Prerequisites for using the Adobe Experience Manager Server:


• Install the Adobe Experience Manager software on a different computer than TotalAgility. However,
to decrease the probability of timeouts and retries, we recommend that you install the software in the
same network LAN segment.
• Ensure that the Output service is running, and its web service is enabled and working.
• The minimum supported version of Adobe Experience Manager Server is ES3.

Note
• Any limitations imposed by Adobe are applicable. For example, only XFA PDFs with no rights,
signature, or certification can be converted to PDF or PDF/A. See Adobe Experience Manager
documentation for more information.
• When an exception occurs while using Adobe Experience Manager, TotalAgility reports the exception
in its log file, and the error is treated as a standard document conversion error.

To configure the Adobe Experience Manager Server, do the following:


• In Document Converter, specify the information for connecting to Adobe Experience Manager Server on
the Adobe Experience Manager tab.
• In the System Setting module of TotalAgility Designer, enable the Flatten XFA forms to PDF/A
Documents Using Adobe Experience Manager setting when configuring the document conversion
profiles.

Note
• Enabling this setting may have impact on the performance as each PDF document is sent to Kofax
converter to determine whether it is XFA form or standard PDF.
• For more information on the document conversion profiles, see the TotalAgility help.

Image normalization rules


The following rules apply at the time of handling the resolution and dimension in image normalization
process. The first matching rule governs the conversion.
1. If the resolution of an incoming image matches the requested resolution, the image is not changed.

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2. If the value of MaxPrintSize parameter is set to a non zero value, re-sampling is skipped for files
with size more than MaxPrintSize. This parameter is available in the image2tif.bat script file. The
default location of the file is:
C:\Program Files (x86)\Kofax\KIC-ED\MC\Scripts. By default, MaxPrintSize is set to
0.
3. If the x and y resolutions are different, the image is re-sampled to the requested resolution (non-
quadratic pixel case).
4. If the resolution value is wrong, it is set to a requested value without re-sampling the image. This
changes the printing size of the image. To avoid quality loss, such images are not re-sampled. A
resolution is wrong if one of the following conditions is true:
• The resolution is below the MindxResolution value which is set to 96 dpi. If the
MindxResolution is not set, ImageMagick returns 72 dpi.
• The resolution exceeds 200 dpi and the width is less than 1500 pixel (19.5cm@200dpi).
• The resolution exceeds 200 dpi and the height is less than 2000 pixel (25.4cm@200dpi).
5. If the resolution is higher than the requested resolution, the image is down-sampled to the requested
resolution.
6. If none of the above listed rules applies, the image conversion depends on the configuration in
the script file image2tif.bat. Open the file with a text editor and change the value in the line Set
ResetResolution=0. The following values are available:
• 0: Resample image and change resolution. This is the default option. Image file size is increased
without improving the image quality. Re-sampling is a time-consuming operation that results in
lower performance.
• 1: Change the resolution without re-sampling. This reduces the print size of the image.
• 2: Image is not changed. Set this value for best performance.

Manage conversion time for large files


T o process some large size files, the default configured time may be less. In such scenarios, to avoid
timeout, you can increase the default conversion time.

To increase the timeout value, do the following:


1. Open the Create_Config.xslt file from C:\Program Files (x86)\Kofax\KIC-ED\MC\xcd
(default installation path).
2. Increase the value of the <MaxTimeout> parameter under <ConversionOptions>.
3. If the <MaxTimeout> or <ConversionOptions> parameters are not available, add these
parameters under <TncDocConv> as shown in the following example.
<TncDocConv>
...
<ConversionOptions>
<MaxTimeout>1200000</MaxTimeout>
</ConversionOptions>
...
</TncDocConv>
4. Save and close Create_Config.xslt.
5. Restart Document Converter.

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Supported formats for document conversion


TotalAgility support the following document formats for conversion with various third-party tools.
Note You cannot use MS Office, Open Office, Total HTML Converter in an Azure environment.

Document formats Microsoft OpenOffice.org Total HTML Tools KFXConverter


Office ConverterX embedded
in Document
Converter
Word documents Yes Yes Yes Yes
(doc, docx, dot, dotm, (doc and docx
1, 9
dotx and docm) formats only)
Excel documents Yes Yes Yes Yes
(xls, xlsx, xlm, xlt, xlsm, (xls and xlsx
xltx, xltm, xlsb, xlam formats only)
1, 9
and csv)
PowerPoint documents Yes Yes Yes Yes
(ppt, pptx, pot, pptm, (ppt and pptx
potx, potm, pps, ppsx, formats only)
1,
ppsm, sldx and sldm)
4, 9

Text documents (both Yes Yes Yes Yes


attachments and email
body)
(txt, log, rtf and xps)
OpenOffice documents Yes Yes
(odp, otp, sti, sxi, odg, (odt, ods and
otg, std, sxd, odt, ott, odp formats
stw, sxw, ods, ots, stc only)
and sxc)
HTML, MHT, HTM, Yes Yes Yes Yes
MHTML documents
(both attachments and
email body)
EML documents (email Yes Yes
header embedded on
the first page of email
7
body)
5, 7
MSG documents Yes Yes
6
PST files Yes Yes
Images Yes Yes
(bmp, gif, jpg, jpeg,
2
png, tif and tiff)

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Kofax TotalAgility Administrator's Guide

Document formats Microsoft OpenOffice.org Total HTML Tools KFXConverter


Office ConverterX embedded
in Document
Converter
PDF documents Yes Yes
(including portfolio
1, 3
PDFs and XFA)
compressed Yes Yes
documents
(zip, rar, 7z, tar and gz)
1

8
XML documents Yes
XML Paper Yes
9
Specification (xps)

1. Conversion of password-protected documents is not supported.


2. Images can be converted to the 200x200 DPI or 300x300 DPI resolutions; black & white, grayscale,
or color.
3. Conversion of PDF documents with XFA forms (Adobe XML Forms Architecture) created with Adobe
Experience Manager Designer requires Adobe Experience Manager environment via network.
4. Conversion of PowerPoint documents with the extension .ppsx is not supported via OpenOffice.org.
5. MSG documents where attachments are removed by any Microsoft Outlook archiving function are
not supported and they are treated as document conversion errors.
6. Require additional manual steps. See Import PST files.
7. For folder import only, EML and MSG files are treated as if the messages have arrived via email. The
metadata of the message (and not the metadata of the file) is used.
8. Conversion might require third-party tools during configuration or customization. The tools are not
required during operation.
9. KFXConverter supports conversion of Microsoft Office 2003 to Microsoft Office 2016 and Microsoft
Office 365 documents. It also supports the conversion of XPS format.

Note Each conversion tool produces the desired output in a different way. As a result, switching to
another conversion tool may change the look of your converted documents.

Supported input file formats and output PDF formats


See Supported input file formats and output PDF formats .

56
Chapter 5

Assign access permissions to different areas


of TotalAgility

The following table lists the default full control access permissions for different areas of TotalAgility.
Process Designers
Business Rule Designers
Resource Designers
Settings Administrators
Work Type Designers
Lock Status Search Designers
Job Clear Down Administrators
Capture Designers
Persona Designers
Designer Designers
Devices Device Users
Capture Design Designers

57
Chapter 6

Log on to TotalAgility in a recovery mode

To log on to TotalAgility in a recovery mode, you should have full control or read write permissions.
Alternatively, you can log on to TotalAgility in a recovery mode by using the recovery mode session ID.

To obtain or update the recovery mode session ID:


1. Run the configuration utility from your installed location.

Note The configuration utility is available on the installation media and must be manually copied to
your Kofax TotalAgility server.

2. On the App settings tab, locate the RecoveryModeSessionId key.


By default, the key has a session ID that can be used to logon. You can change the session ID as
required.
3. Enter the recovery mode URL. See Configure the federated security in the TotalAgility help for more
information.
4. Enter the Recovery mode session ID located from the App settings tab and click Validate.
The Recovery mode page appears.
5. Enter the Username and Password.
6. Click Login.
The TotalAgility Designer is launched in the recovery mode.

58
Appendix A

Active Directory synchronization

Kofax supports the following features in Active Directory synchronization.

Partitioned Active Directory


• To easily access and efficiently manage data.
• To better distribute load (load balancing).
• To reduce search and update costs.

Active Directory domains


A domain is a group of computers that share a common directory database.

A domain name must be unique. For example, you cannot have two kofax.com domains, but you could
have a kofax.com parent domain with irvine.kofax.com and bedford.kofax.com child domains.

Each domain has its own security policies and trust relationships with other domains.

Domains can span more than one physical location, which means a domain could consist of multiple sites
and those sites could have multiple subnets.

A domain directory database consists of objects defining accounts for users, groups, and computers as
well as shared resources, such as printers and folders.

An Active Directory service provides both logical and physical structures for network components.

Network setup
A typical network setup consists of the following structures:
• Physical: These include:
• Subnets: A network group with a specific IP address range and network mask.
• Sites: One or more subnets used to configure directory access and replication.

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Kofax TotalAgility Administrator's Guide

• Logical: These include:


• Domains: A group of computers that share a common directory database.
• Domain trees: One or more domains that share a contiguous namespace.
• Domain forests: One or more domain trees that share common directory information.
• Organization units: A subgroup of domains that often mirrors the business or functional structure of
the company.

Child domain
Parent domains can be divided into sub-domains which are also called child domains. For example,
the host name for a computer in Irvine office could be abc.irvine.kofax.com where abc is the computer
name, Irvine is the child domain and kofax.com is the parent domain. These domains in turn can have
subdomains.

Additional domain (Cross domain)


Each Active Directory domain has a DNS domain name, such as kofax.com. When one or more domains
share the same directory data, they are referred to as a forest. In the DNS naming hierarchy, a domain
name within a forest can be:
• Contiguous (child domain)
• Discontiguous: They form separate domain trees within the forest. In this example, the msnbc.com and
microsoft.com domains form the roots of separate domain trees in the same forest.

Forests and trees


Windows .NET and 2000 domains can be grouped into trees and forests.

The directory is structured like a tree of domains that collect Naming Contexts containing Active Directory
data; each domain can include one or more DCs (replica DCs). From a system engineer's point of view,
a tree is a collection of domains in one-way /two-way transitive or non-transitive trust, consequently the
attention is focused on authentication and extension of the domain's physical boundaries.

However this topology also has a specific meaning with respect to LDAP: identification of a directory
object is related to its position inside the tree and this dictates how to create a correct LDAP string for
accessing and managing directory objects. If we can have multiple domain trees in an organization's
directory, there must be some overall grouping. This grouping is called forest.

While two domain trees in the same forest do not share a DNS namespace, they must share the same
schema and global catalogue. When you join domain trees, a trust relationship establishes between the
root domains of each tree in a similar way when you join individual domains into domain trees.

LDAP (Lightweight Directory Access Protocol)


LDAP, Lightweight Directory Access Protocol, is an Internet protocol that email and other programs use to
look up information from a server.

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Kofax TotalAgility Administrator's Guide

You can retrieve AD’s information through some access points (services), called providers. These
providers use different interaction protocols or correspond to different LDAP protocol:
• LDAP: Compatible with Lightweight Directory Access Protocol
• GC: Compatible with LDAP, connection request is specified with a Global Catalog server
• WinNT: Compatible with Windows NT/2000/XP/.NET systems
• NDS: Compatible with Novell NetWare Directory Service
• NWCOMPAT: Compatible with Novell NetWare 3.x implementations

Kofax TotalAgility uses the LDAP protocol that represents the protocol for .NET/2000 domains. LDAP
allows creating, deleting and moving of an object, listing of a container’s content, and so on.

The LDAP protocol lets you retrieve information related to objects contained in an AD using a specific
syntax. This syntax allows searching for directory objects and selecting them on the basis of their
attributes.

LDAP query
A well-formed LDAP query is an application message made up of a set of parameters that lead to the
following search criteria:
• Search base (or base object): It defines the basic location, that is, the forest node or leaf, where the
search must start; the location is defined by using an LDAP distinguished name. Search base is used to
indicate the directory section where the search should take place.
• Scope: It specifies how deep the search should go. There are three kinds of scopes:
• Base: Restricts the search to the search base; if, for instance, the search base is a container object,
its attributes will be listed, but not its contents.
• One level: Takes the search just beyond the base object, excluding the base object itself.
• Subtree: Extends the search over the whole subdirectory (including the base object). A Filter is used
to single out the required elements in the specified tree section.
• Selection (or attribute description list): It determines which attributes of the selected objects are
important.

Paged search
Paging specifies how many rows at a time the server returns to the client. A page can be defined by
the number of rows or a time limit. The ADSI COM object retrieves each page of results based on the
following settings:
• ADS_SEARCHPREF_PAGESIZE: Specifies the number of rows to return in a page.
• ADS_SEARCHPREF_PAGED_TIME_LIMIT: Specifies the maximum time (in seconds) that the server
should spend collecting a page of results before returning the page to the client. If the limit is reached,
the server stops searching and returns the rows retrieved for the page up to that point.

If neither of search preferences is set, the default is no paging.

A search operation may return a big chunk of objects. This could downgrade the performance of the client
and server as well as the network load. The Paged search can be used to prevent this. In a paged search,
the client may select to accept results in smaller chunks. The size of a chunk is known as the search page
size.

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Kofax TotalAgility Administrator's Guide

Referral chasing
A referral is the mechanism that a directory server uses to direct a client to another server when it does
not contain sufficient information about the object(s) requested by a query.

In a one-level or subtree, referrals are returned for known, immediately subordinate domain, schema or
configuration containers only (that is, child domains that are direct descendants).

In a directory, not all information is available on a single server; it is distributed over several different
servers across the network. If the servers share the information that other servers provide, they can
provide referrals to a client when a requested query cannot be resolved on the originating server. For
example, when a client asks Server A to query a user object (U), then A can suggest that the client
continue the search on Server B if U does not reside on A, but is known to be on B. The client has the
choice to use the referral or not.

Search referrals free the client from possessing previous knowledge of the capability of each server. But
the client must specify the type of referrals a server should make.

To enable referral chasing, use the ADS_SEARCHPREF_CHASE_REFERRALS preference with values


from the ADS_CHASE_REFERRALS_ENUM enumeration.

Types of referral chasing


A client can choose any of the following four types of referral chasing:
• Never: The server does not generate a referral to a client even though it knows that another server
holds the requested information. This is the default setting.
• External: The server generates referrals if the request can be resolved on another server of a different
directory tree. For example, a client queries OU=Sales, DC=Microsoft, DC=COM on the msft01 server
on the Microsoft.com domain. However, the object does not belong to msft01, but is known to be on the
arc01 server on the Microsoft.com domain. Thus, msft01 will refer arc01 to the client.
• Always: The server generates referrals if the search can be resolved based on either the external type
or the subordinate type.
• Subordinate: The server generates referrals if the request can be resolved on a server whose name
forms a contiguous path from the originating server. The search scope must be at the subtree level.

Syntax of filter
([<operator>](<filter>)[(<filter>)...])

Where,

<filter> = (<attribute><operator><value>)

<attribute> is the attribute of an object

<operator> is one of the values listed in the following table

<value> is a value compatible with the attribute type

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Kofax TotalAgility Administrator's Guide

Operator Description Type it applies to


& logic And <filter>
! logic Or <filter>
"=" Equality <attribute>
>= Greater Or Equal <attribute>
<= Less Or Equal <attribute>
~= Approximately Equal to <attribute>
*

For example, &(objectCategory=person)(uSNChanged>100)(!(CN='Test')(CN='Test1'))

Active Directory attributes


• ou (organizationalUnit)
• sAMAccountName
• cn
• dc (domainDNS)
• distinguishedName
• objectCategory
• objectClass
• objectGUID
• objectSid
• SID=S-1-5-21-3917318313-2927010959-1265295254-2115

Implement Active Directory synchronization


TotalAgility Active Directory synchronization is passive. It cannot add, update or delete anything in Active
Directory. As an added security measure it obfuscates the Object ID from Active Directory to store it as
a Resource ID in TotalAgility (HEX conversion). It is not possible to locate the same resource in Active
Directory even from the Resource ID from TotalAgility.

Synchronize active items


1. Create List of OUs.
2. Create List of Users in OU.
3. Create List of Groups in OU.
4. Get changed Users and Groups in the system.
5. Set the value of server variable, sAD_CHASE_REFERRAL to turn on or off referral chasing.
• True: To enumerate resources from parent and external domains/forest.
• False: To enumerate resource from parent and child domains.

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Kofax TotalAgility Administrator's Guide

6. To enumerate child and additional domain resources the "DC" string is modified based on resource's
path where same server name is used for search.
7. To enumerate cross forest resources, account and domain information is retrieved from SID and
LDAP query is rebuilt to point to new server.

Synchronize deleted items


TotalAgility supports delete synchronization for users, groups and categories.

To synchronize deleted items, set isDeleted=TRUE.


• AD server should be configured to add deleted resources to Delete container then only this feature will
work.
• If resource is deleted from AD will be deleted from TotalAgility during delete synchronization only if
resource is not in use.

Synchronize root level


• All the OUs and resources in AD server will be imported to TotalAgility.
• First synchronization will take more time, from next sync only newly added\deleted resources will be
synchronized.
• The resources from User container will not be imported as they are not part of any OU. This is to restrict
unwanted resources’ import like computer, printer, domain controller and the rest.

Synchronize middle level


• Resources will be imported from specified OU and its children OUs.
• If target OU has parent OU then complete path should be specified for target OU (Test OU). For
example, SERVER_NAME/OU=Test Parent, OU=Test OU

Note The resources from Test parent will not be imported as target OU is Test OU.

• The resources from User container will not be imported as they are not part of any OU; the only
exception is when group search is specified.

Perform group search


• Specified group and its members will be imported to TotalAgility.
• Option is available only for group and not for user search.
• For root level sync, group is searched in complete AD server.
• For mid-level sync, group is searched in specified OU and its children OUs.
• Only for Group search, resources from User container will be imported to TotalAgility in default
category.

Synchronize cross domains


Group members residing in different domains or forests can also be imported to TotalAgility.
• Domain should be fully trusted or at least have trust to allow LDAP search.

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Kofax TotalAgility Administrator's Guide

• Child Domain Sync: Regardless of Chase referral flag resources will always be imported.
• Sub domain Sync: Chase referral should be true to import resources.
• External Forest Sync: Chase referral should be true to import resources

Synchronize category within category


The OU structure in AD can be imported as is in TotalAgility.
• If category name length is more than allowed in TotalAgility or category with same name already exist in
TotalAgility or any other database constraint, category will not be imported and error will be logged with
exact cause. Resources to invalid category will be added to the default category.
• For example, if synchronizing Group "G1" which is in OU1 and some members of G1 are in different
OUs and that OUs are not in current search path (that is, with mid level synchronization).
• All the parent OUs for OU1 will be imported. For example, OU1- > Parent of OU1-> Parent of (Parent
of OU1).

Note Only parent OUs will be synchronized not the resources inside those OUs.

• Group Members from different OUs that are not direct\indirect children of target OU will be imported
only if chase referral is true.
• If members are imported then their parent OUs till root level will be imported same as point 1.

Synchronize groups within groups


The Group structure in AD can be imported as is in TotalAgility.
• Circular group synchronization is supported even within external domains. (such designs should be
avoided)
• Groups within groups in cross domain is supported, that is, parent group in one forest and members are
in child domain, sub domain or forest.
• If group or user name length is more than allowed in TotalAgility or any other database constraint,
resource will not be imported and error will be logged with exact cause.
• The complete group structure from AD is retrieved in multiple parses through recursive call to LDAP
Query. Each call to LDAP query returns single level group information and if group has subgroups then
new query is fired on subgroup to retrieve its children and does until it finds the leaf node or circular
group.

Implement chase referral


• The referral chasing will be turned on or off based on the value of server variable
sAD_CHASE_REFERRAL.
• If it is on, resources from parent and external domains/forest will be enumerated, otherwise resource
from parent and child domains will be enumerated.
• To enumerate child and additional domain resources, the "DC" string will be modified based on
resource’s path whereas same server name will be used for search.
• To enumerate cross forest resources, account and domain information will be retrieved from SID, and
LDAP query will be rebuilt to point to new server.

65
Appendix B

Lock activity performance

If you decide to lock activities based on job expected finish time, you can improve the performance of
TotalAgility by creating a new index on the LIVE_ACTIVITY table.

To create this index, run Create_Job_Expected_Finish_Time_Index.sql available at:

$:\Program Files\Kofax\TotalAgility\DatabaseScripts\SQL Server

This file gets installed with the other TotalAgility SQL scripts during the TotalAgility installation but the
index SQL is not executed during installation. You must run it manually if you want to apply the index.

You can lock activities based on job expected finish time by changing the value of the appSetting
"CoreWorkerActivityOrder" in the Core Worker service or Transformation Server config files.

The supported values for CoreWorkerActivityOrder are:

ActivityPriority = 0

ActivityDueDate = 1

ActivityPriorityDueDate = 2

ActivityDueDatePriority = 3

JobPriority = 4

JobDueDate = 5

JobPriorityDueDate = 6

JobDueDatePriority = 7

The new index improves performance if the value of CoreWorkerActivityOrder is 5 or 7.

66
Appendix C

CoreWorkerActivityOrder setting

By default, the CoreWorker service retrieves processed automatic activities in the order of activity due
date and priority. However, you can change the order of the activities by running the configuration utility.

Note The configuration utility is available on the installation media and must be manually copied to your
Kofax TotalAgility server.

The possible values are as follows.


Value for Activity/Job Description
0 (Activity Priority) Process activities based on activity priority.
1 (ActivityDueDate) Process activities based on activity due date.
2 (ActivityPriorityDueDate) Process activities in the order of activity priority and activity due date.
3 (ActivityDueDatePriority) Process activities in the order of activity due date and activity priority. (This
is the default setting.)
4 (JobPriority) Process jobs based on job priority.
5 (JobDueDate) Process jobs based on job due date.
6 (JobPriorityDueDate) Process jobs in the order of job priority and job due date.
7 (JobDueDatePriority) Process jobs in the order of job due date and job priority.

1. Run the configuration utility from your installed location.


2. On the Core Worker settings tab, change the value for CoreWorkerActivityOrder as required.
3. Click Save.

Lock activities
By default, the CoreWorker service locks activities for processing in the order of activity due date and
priority.

However, you can change the default order by updating the CoreWorkerActivityOrder app key in the
CoreWorker’s config file.

If an order of job priority and then job’s expected finish time is selected, add the following index in the
TotalAgility main database.
CREATE NONCLUSTERED INDEX [IDX_JOB_PRIORITY] ON [DBO].[JOB]
(
[PRIORITY] ASC,
[EXPECTED_FINISH_TIME] ASC

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Kofax TotalAgility Administrator's Guide

)
INCLUDE ( [JOB_ID])

This improves performance.

Note The same .config file settings applies to the Transformation Server service also.

68
Appendix D

Cross Origin Resource Sharing setting

Cross Origin Resource Sharing (CORS) in Kofax TotalAgility allows other domains to access the Kofax
TotalAgility SDK APIs.

The CorsAllowedOrigins setting determines the origin or domains that can access the web server.
You can enable CORS by running the configuration utility post installation.

Note The configuration utility is available on the installation media and must be manually copied to your
Kofax TotalAgility server.

1. Run the configuration utility from your installed location.


2. On the Web settings tab, enter the value for CorsAllowedOrigins as follows.
• To access two different domains using CORS, such as CompName1.domain1.com and
CompName2.domain2, configure the value as follows:
http://CompName2.domain2,http://CompName1.subdomain1.domain1.com

Note Separate the two domains by a comma.

• To access all the origin or domains, use the following value: *


• To disable CORS (default), do not enter any value.
3. Save the file.

69
Appendix E

Logging

Logging is used to record critical errors, such as database failures. All errors are written into the Windows
Event log. This includes errors which occur in the services, and errors that occur when an SDK web
service call is invoked.

TotalAgility uses the Unity logging framework which enables enhanced logging, through various
configuration settings. The settings for logging are present but commented out in the configuration files.
You can enable these settings to write logging to the configured files. The Unity logging framework allows
configuration of logging output from a list of supported destinations.

You can enable Unity logging for the following server and services:
• Web Server
• Core Worker, Export Service, Streaming Service
• Transformation Server
• Reporting Server

You can configure logging to use different outputs, such as event log and log file. (Default: event log)

TotalAgility Web and Application Server


This section describes error logging configuration for the TotalAgility Application server.

Logging can be enabled in the following configuration files:


• Web.config
• Agility.Server.Core.WorkerService.exe.config
• Agility.Server.StreamingService.exe.config
• Agility.Server.Core.ExportService.exe.config
<loggingConfiguration name=""
tracingEnabled="true" defaultCategory="General">
<listeners>
<add name="Event Log Listener"
type="Microsoft.Practices.EnterpriseLibrary.Logging.TraceListeners.FormattedEventLogTraceListener,
Microsoft.Practices.EnterpriseLibrary.Logging, Version=5.0.505.0, Culture=neutral,
PublicKeyToken=31bf3856ad364e35"
listenerDataType=
"Microsoft.Practices.EnterpriseLibrary.Logging.Configuration.FormattedEventLogTraceListenerData,
Microsoft.Practices.EnterpriseLibrary.Logging,
Version=5.0.505.0, Culture=neutral,
PublicKeyToken=31bf3856ad364e35"
source="Total Agility" formatter="Text Formatter" log="" machineName="."
traceOutputOptions="None" />
</listeners>

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<formatters>
<add
type="Microsoft.Practices.EnterpriseLibrary.Logging.Formatters.TextFormatter,
Microsoft.Practices.EnterpriseLibrary.Logging,
Version=5.0.505.0, Culture=neutral,
PublicKeyToken=31bf3856ad364e35" template="Timestamp:
{timestamp}{newline}&#xA;Message:
{message}{newline}&#xA;Category:
{category}{newline}&#xA;Priority:
{priority}{newline}&#xA;EventId:
{eventid}{newline}&#xA;Severity:
{severity}{newline}&#xA;Title:{title}{newline}&#xA;Machine:
{localMachine}{newline}&#xA;App Domain:
{localAppDomain}{newline}&#xA;ProcessId:
{localProcessId}{newline}&#xA;Process Name:
{localProcessName}{newline}&#xA;Thread Name:
{threadName}{newline}&#xA;Win32
ThreadId:{win32ThreadId}{newline}&#xA;Extended Properties:
{dictionary({key} - {value}{newline})}"
name="Text Formatter" />
</formatters>
<categorySources>
<add switchValue="All" name="General">
<listeners>
<add name="Event Log Listener" />
</listeners>
</add>
</categorySources>
<specialSources>
<allEvents switchValue="All" name="All Events" />
<notProcessed switchValue="All" name="Unprocessed Category" />
<errors switchValue="All" name="Logging Errors &amp; Warnings">
<listeners>
<add name="Event Log Listener" />
</listeners>
</errors>
</specialSources>
</loggingConfiguration>
<exceptionHandling>
<exceptionPolicies>
<add name="Agility Exception Policy">
<exceptionTypes>
<add name="All Exceptions" type="System.Exception, mscorlib,
Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"
postHandlingAction="NotifyRethrow">
<exceptionHandlers>
<add name="Logging Exception Handler"
type="Microsoft.Practices.EnterpriseLibrary.ExceptionHandling.Logging.LoggingExceptionHandler,
Microsoft.Practices.EnterpriseLibrary.ExceptionHandling.Logging,
Version=5.0.505.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"
logCategory="General" eventId="100" severity="Error" title="Total Agility"
formatterType="Microsoft.Practices.EnterpriseLibrary.ExceptionHandling.TextExceptionFormatter,
Microsoft.Practices.EnterpriseLibrary.ExceptionHandling,
Version=5.0.505.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"
priority="0" />
</exceptionHandlers>
</add>
</exceptionTypes>
</add>
</exceptionPolicies>
</exceptionHandling>

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Kofax TotalAgility Administrator's Guide

This section describes the configuration to trace out calls to TotalAgility. To output tracing, you must
update the relevant CONFIG file. If tracing web server calls, edit Web.config.
• To output tracing Logger.Log() or Logger.LogMessage() calls in TotalAgility to a text file, update the
relevant CONFIG file with the following:
....
<trace autoflush="true">
<listeners>
<add name="Log" type="System.Diagnostics.TextWriterTraceListener" initializeData="c:\temp
\Trace.txt">
</add>
</listeners>
</trace>
....
For more information, see Logging.
• To output tracing about all calls being made through Unity dependency injection to a text file, update the
CONFIG file with the following changes in addition to the above changes:
....
<unity xmlns="http://schemas.microsoft.com/practices/2010/unity">
<container>
<extension type="Agility.Server.Common.Logging.LogMethodRegistration,
Agility.Server.Common, Version=1.0.0.0, Culture=neutral, PublicKeyToken=d86c87abe4a71948" />

TotalAgility Transformation Server


This section provides logging diagnostic information for the TotalAgility Transformation Server. The logging
configuration is stored in Kofax.CEBPM.CPUServer.ServiceHost.exe.config.

By default, the Transformation Server configuration file is located in the temporary folder. To save the log
file in another location, such as C:\logs\TS_Log, do the following:
1. Stop the Kofax Transformation Server service.
2. Open "Kofax.CEBPM.CPUServer.ServiceHost.exe.config" in text editor.
3. Search for "CPUServerLogTxt" and modify the section after initializeData to the path you wish to
save the log file. Example:
<add name="CPUServerLogTxt"
type="Kofax.CEBPM.CPUServer.Common.Diagnostics.DateTimeTaggedTraceListener,
Kofax.CEBPM.CPUServer.Common" initializeData="C:\logs\TS_Log\KofaxCPUServerLog.log" >
<filter type="System.Diagnostics.EventTypeFilter" initializeData="All"/> </add>
4. Restart the Kofax Transformation Server service and verify that the updated log file is written to the
new directory.

You can configure logging to use different outputs, such as event log and log file. In the application
configuration file, you can also specify the logging options.
Example: Log errors into the application event log

This example defines a simple logging configuration where all errors log into the application event log so
they can be viewed using the Event Viewer utility.

It includes:

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Kofax TotalAgility Administrator's Guide

TraceLevelSwitch: This trace switch with a value "Verbose" traces verbose, information, warning and
error messages. This switch is used for all Transformation Server modules. See the switchName
attribute of the <source> tag.

initializeData="Error": This attribute specifies the tracing level in the trace listener.
<system.diagnostics>
<trace autoflush="true" />
<switches>
<!--
Off - None
Error - Only error messages.
Warning - Warning messages and error message.
Information - Informational messages, warning messages and error messages.
Verbose - Verbose messages, informational messages, warning messages and error
messages.
All - All messages.
-->
<add name="TraceLevelSwitch" value="Verbose"/>
</switches>
<sources>
<source name="Kofax.CEBPM.CPUServer.ServiceHost" switchName="TraceLevelSwitch" >
<listeners>
<clear />
<add name="EventLogListener" />
</listeners>
</source>
<source name="Kofax.CEBPM.CPUServer.Core" switchName="TraceLevelSwitch" >
<listeners>
<clear />
<add name="EventLogListener" />
</listeners>
</source>
<source name="Kofax.CEBPM.CPUServer.Common" switchName="TraceLevelSwitch" >
<listeners>
<clear />
<add name="EventLogListener" />
</listeners>
</source>
<source name="Kofax.CEBPM.DataLayer" switchName="TraceLevelSwitch" >
<listeners>
<clear/>
<add name="xml" type="System.Diagnostics.XmlWriterTraceListener"
initializeData="Kofax.CEBPM.DataLayer.log"/>
</listeners>
</source>
</sources>
<sharedListeners>
<add name="EventLogListener" type="System.Diagnostics.EventLogTraceListener"
initializeData="Application" >
<filter type="System.Diagnostics.EventTypeFilter" initializeData="Error"/>
</add>
</sharedListeners>
</system.diagnostics>
Example: Logs in different formats

This example defines the logging configuration to log all messages to the text files and errors to the event
log.

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To have logs in different formats you must specify the Trace Listener in the <sharedListeners> section and
reference it under all necessary sources in the <source> tag.
<system.diagnostics>
<trace autoflush="true" />
<switches>
<!--
Off - None
Error - Only error messages.
Warning - Warning messages and error message.
Information - Informational messages, warning messages and error messages.
Verbose - Verbose messages, informational messages, warning messages and error
messages.
All - All messages.
-->
<add name="TraceLevelSwitch" value="Verbose"/>
</switches>
<sources>
<source name="Kofax.CEBPM.CPUServer.ServiceHost" switchName="TraceLevelSwitch" >
<listeners>
<clear />
<add name="CPUServerLogTxt" />
<add name="EventLogListener" />
</listeners>
</source>
<source name="Kofax.CEBPM.CPUServer.Core" switchName="TraceLevelSwitch" >
<listeners>
<clear />
<add name="CPUServerLogTxt" />
<add name="EventLogListener" />
</listeners>
</source>
<source name="Kofax.CEBPM.CPUServer.Common" switchName="TraceLevelSwitch" >
<listeners>
<clear />
<add name="CPUServerLogTxt" />
<add name="EventLogListener" />
</listeners>
</source>
<source name="Kofax.CEBPM.DataLayer" switchName="TraceLevelSwitch" >
<listeners>
<clear/>
<add name="xml" type="System.Diagnostics.XmlWriterTraceListener"
initializeData="Kofax.CEBPM.DataLayer.log"/>
</listeners>
</source>
</sources>
<sharedListeners>
<add name="CPUServerLogTxt"
type="System.Diagnostics.TextWriterTraceListener " initializeData="KofaxCPUServerLog.log" >
<filter type="System.Diagnostics.EventTypeFilter" initializeData="All"/>
</add>
<add name="EventLogListener"
type="System.Diagnostics.EventLogTraceListener" initializeData="Application" >
<filter type="System.Diagnostics.EventTypeFilter" initializeData="Error"/>
</add>
</sharedListeners>
</system.diagnostics>

Transformation Server has its own internal trace listener, DateTimeTaggedTraceListener which
allows to have a text log with timestamps in different formats.

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Optionally, you can specify different trace switches and assign them to different trace sources. For
example, you can log all messages from Kofax.CEBPM.CPUServer.Core and log only errors from
Kofax.CEBPM.CPUServer.Common.

For more information on tracing and tracing options, refer to Microsoft documentation available at the
Microsoft website.
Example: Text log with timestamps in different formats

This example defines the configuration of DateTimeTaggedTraceListener.


<!--
initializeData for DateTimeTaggedTraceListener should have the following
format:
initializeData="<file name>;<format>"
or initializeData="<file name>"

where:
<file name> is the log file name;
<format> is the desired date time format;

If <format> is not specified, the default format, "MM/dd/yyyy hh:mm:ss.fff tt" is


used.
For more information on date time format strings, refer to Microsoft documentation at
the Microsoft web site.
-->
<add name="CPUServerLogTxt"
type="Kofax.CEBPM.CPUServer.Common.Diagnostics.DateTimeTaggedTraceListener,
Kofax.CEBPM.CPUServer.Common" initializeData="KofaxCPUServerLog.log" >
<filter type="System.Diagnostics.EventTypeFilter" initializeData="All"/>
</add>

Data Layer
This section provides information on configuring error logging for the Data Layer.

The Data Layer uses the standard .NET logging. The logging configuration is
stored in TotalAgility Web.config, Agility.Server.Core.WorkerService.exe.config and
Kofax.CEBPM.CPUServer.ServiceHost.exe.config.

You can configure logging to use different outputs, such as event log and log file.

Multiple trace sources include:


• Kofax.CEBPM.DataLayer: The main Data Layer trace source that contains majority of the important
log statements.
• Kofax.CEBPM.DataLayer.Nhibernate: The Supplementary NHibernate logging that contains a lot of
information. Use with care.
• Kofax.CEBPM.DataLayer.Imaging: Contains information about the image processing operations.
• Kofax.CEBPM.DataLayer.PdfLibrary: Contains information about the PDF related operations.
Example: Logging configuration
<?xml version="1.0" encoding="utf-8" ?>
<configuration>
<system.diagnostics>

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<trace autoflush="true"/>
<sources>
<!-- Main Data Layer trace source - contains majority of important log statements
-->
<source name="Kofax.CEBPM.DataLayer" switchValue="Warning">
<listeners>
<clear/>
<add name="DataLayerAll"/>
</listeners>
</source>
<!-- Supplementary NHibernate logging, use with care - it contains a LOT of
information -->
<source name="Kofax.CEBPM.DataLayer.NHibernate" switchValue="Warning">
<listeners>
<clear/>
<add name="DataLayerAll"/>
</listeners>
</source>
</sources>
<sharedListeners>
<add name="DataLayerAll" initializeData="Kofax.CEBPM.DataLayer.log"
type="System.Diagnostics.XmlWriterTraceListener"/>
</sharedListeners>
</system.diagnostics>
</configuration>

Capture Client
This section provides information on configuring error logging for Capture Client.

Capture Client uses the standard .NET logging. The logging configuration is stored in TotalAgility
Web.config.

You can configure logging to use different outputs, such as event log and log file.
Example: Logging configuration
<system.diagnostics>
<trace autoflush="true">
<listeners>
<add name="CaptureClientServer"
traceOutputOptions="DateTime,ThreadId"
type="System.Diagnostics.TextWriterTraceListener"
initializeData="c:\CaptureClientServerLog.txt">
<filter type="System.Diagnostics.EventTypeFilter"
initializeData="Warning" />
</add>
</listeners>
</trace>
</system.diagnostics>

Where,
• traceOutputOptions: Defines the additional data to each log statement (DateTime, ThreadId).
• type: Defines the type of logging, such as text file.
• initializeData: Defines the path to the log file.
• (Filter) initializeData: Defines the trace level (Off, Critical, Error, Warning, Information, Verbose or All).

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TotalAgility Reporting Server


This section provides logging diagnostic information for the TotalAgility Reporting Server.
The logging configuration is stored in the Kofax.CEBPM.Reporting.TAService.exe.config and
Kofax.CEBPM.Reporting.AzureETL.exe.config files.

The logging mechanism is similar to Transformation Server or Data Layer that uses the Microsoft .NET
diagnostics. The source name for the Reporting messages is "Reporting".

By default, both the files use customized trace listener


Kofax.Reporting.Common.Logging.TenantBasedTraceListener. This listener allows automatic separation
of logs by tenant.

The following XML displays the System.Diagnostics sections from


Kofax.CEBPM.Reporting.AzureETL.exe.config and Kofax.CEBPM.Reporting.TAService.exe.config.
Example: System.Diagnostics in Kofax.CEBPM.Reporting.AzureETL.exe.config
<system.diagnostics>
<trace autoflush="true"/>
<switches>
<add name="TraceLevelSwitch" value="Warning"/>
</switches>
<sources>
<source name="Reporting" switchName="TraceLevelSwitch">
<listeners>
<clear/>
<add name="TextDiagnostics"/>
</listeners>
</source>
</sources>
<sharedListeners>
<!--Using customized Listener which can generate log file name based on tenant
name (if used {0} placeholder in the name).
By default, logs folder is C:\ProgramData\Kofax\TotalAgility\Reporting\Log-->
<add name="TextDiagnostics"
type="Kofax.Reporting.Common.Logging.TenantBasedTraceListener,
Kofax.Reporting.Common"
initializeData="C:\ProgramData\Kofax\TotalAgility\Reporting\Log\ETLApp_{0}.log">
</add>
</sharedListeners>
</system.diagnostics>
Example: System.Diagnostics in Kofax.CEBPM.Reporting.TAService.exe.config
<system.diagnostics>
<trace autoflush="true"/>
<switches>
<add name="TraceLevelSwitch" value="Warning"/>
</switches>
<sources>
<source name="Reporting" switchName="TraceLevelSwitch">
<listeners>
<clear/>
<add name="ReportingLogTxt"/>
</listeners>
</source>
</sources>
<sharedListeners>

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<!--By default logs folder is C:\ProgramData\Kofax\TotalAgility\Reporting\Log-->


<add name="ReportingLogTxt"
type="Kofax.Reporting.Common.Logging.TenantBasedTraceListener, Kofax.Reporting.Common"
initializeData="C:\ProgramData\Kofax\TotalAgility\Reporting\Log\WorkerRole.log">
<filter type="System.Diagnostics.EventTypeFilter" initializeData="All"/>
</add>
</sharedListeners>
</system.diagnostics>

You can change the logging detalization by changing the "TraceLevelSwitch" value to any of the following
values: Off, Critical, Error, Warning, Information, Verbose, All

You can change the location of the log file by modifying the value of the "initializeData" attribute of the
"ReportingLogTxt" shared listener. The default path for the log files is "ReportingLogTxt".

Client-side reporting
You can enable logging in the Reporting client-side library that is used in the TotalAgility components to
report data into Reporting Server.

To enable the Reporting client-side logging for these components, you must extend the existing
System.Diagnostics section of TotalAgility Web.config, Agility.Server.Core.WorkerService.exe.config
and Kofax.CEBPM.CPUServer.ServiceHost.exe.config with the following switches, sources and shared
listeners.
Example: System.Diagnostics changes for the client-side reporting
<system.diagnostics>
<trace autoflush="true"/>
<switches>
<add name="TraceLevelSwitch" value="Verbose"/>
</switches>
<sources>
<source name="Reporting" switchName="TraceLevelSwitch">
<listeners>
<clear/>
<add name="ReportingLogTxt"/>
</listeners>
</source>
</sources>
<sharedListeners>
<add name="ReportingLogTxt" type="System.Diagnostics.TextWriterTraceListener,
system, version=1.0.3300.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"
initializeData=”Kofax.Reporting.Integration.log" />
</sharedListeners>
</system.diagnostics>

We recommend that you use different log names in different Application configuration files if they are
modified on the same machine.

For example, use initializeData=”Kofax.Reporting.Integration_web.log" for Web.config, and


initializeData=”Kofax.Reporting.Integration_CPU_server.log" for the Transformation Server.

This will prevent mixing information logged by different instances of client-side library in one file.

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Web Capture logging


You can enable the javascript logs using the browser console by setting the following parameter:

Atalasoft.TraceEnabled = true

You can enable the Web Capture Service logging using the following configuration files:
• Kofax.WebCapture.Host.exe.log.config
• Kofax.WebCapture.ScanWorker.exe.log.config

To log all statements, set the following parameters:


DisableLogging=false
Filter="%Severity% >= trace"

Available log levels are trace, debug, info, warning, error and fatal.

Network logging
The third party utilities, Fiddler and Wireshark, and developer tools built into the various browsers offer
useful features to trace out HTTP requests.

Such utilities enable you to troubleshoot potential network issues.

License Server logging


You can enable custom logging for the license server by adding the following parameters to win.ini
available at C:\Windows.
[KDB]
File=On
filename=C:\licensedebug.log

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Appendix F

Performance counter usage

The Performance Counters are used to record application states and activities. Many are already included
as part of the Windows operating system, and additional counters may be created programmatically.
Counters are written and placed in an application where specific measurements need to be made, such as
rate of throughput, count of items and others.

Once the counters are installed on a target system, an application can write values to them. These values
can then be read in real-time using the Windows Performance Monitor, a Microsoft Management Console
(MMC) snap-in.

TotalAgility has a number of Performance Counters; the placement of these within the application are
used to measure Key Performance Indicators (KPIs) of a number of critical services which are detailed
below.

Before using the TotalAgility Performance Counters, see the following guides for more information on
TotalAgility internals:
• Kofax TotalAgility Features Guide (See System Options > Settings > Thread Pools.)
• Kofax TotalAgility Architecture Guide

Installation
The Performance Counters are automatically installed on the target machine when the following services
are installed:
• CoreWorker Service
• Export Service

The installation requires no input from the user.

Data collection
The Performance Counter data is collected using the Microsoft Performance Monitor. When the monitor is
launched, the installed counters can be selected and added to the current monitoring session.

Interpretation
Many factors, such as hardware specifications, network topology, virtualization, nature and quantity of
work being processed, and the deployment configuration of TotalAgility influence TotalAgility performance.

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Performance counters therefore should be viewed as indicative and used in conjunction with other
approaches, such as logging and monitoring, to determine system health.

The most likely scenario of using the Performance Counters is the TotalAgility deployment that is
operating a heavy load. In this case, counters indicate several things:
• Some counters, such as locked automatic activities, should always be at their maximum value (as set
by configuration). Dips in performance can indicate contention, overloading, network issues, and more.
• Some worker tasks, such as the Archive Jobs Worker, are executed according to a configurable
schedule. The associated counter should reflect this scheduled activity; any other result indicates that
the system is not performing as expected.
• Thread pools and thread pool queue counters can indicate if long-running tasks are blocking execution
and require scaling.

Locked automatic activities


This counter indicates the number of automatic activities taken up by TotalAgility to execute from the
TotalAgility database. This number corresponds to the MaximumNumberOfActivitiesToLock setting in the
CoreWorker configuration file, which has a factory value of 32. This counter should be used in conjunction
with other counters, such as the thread pool queues, to determine if the system is efficiently servicing the
tasks. If queues are not being serviced in a timely manner, possible remediation includes reducing the
MaximumNumberOfActivitiesToLock value and / or increasing the thread pool size. Counters are available
for the following services:
• CoreWorker Service
• Export Service

Worker tasks taken


This counter indicates the number of jobs-related worker tasks of each type that are due to be processed.
These tasks are performed in the job and process activities thread pools, whose sizes are governed by
the relevant thread pool sizes in the TotalAgility System Settings. Counters are available for the following
worker task types:
• Archive Jobs Worker
• Create Exceptions Worker
• Create Jobs Worker
• Evaluate Jobs Worker
• Process Activity Worker
• Process Capture Timeouts Worker
• Process State Actions Worker

A consistently high reading here may indicate that the thread pool value needs to be increased, although
this requires experimentation to find the best value for any given scenario. Counters are available for the
CoreWorker service.

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Active threads / Thread pools


This counter indicates the number of active threads per thread pool for the CoreWorker service. A
consistently high reading here may indicate that scaling may need to be considered to accommodate the
workload, either horizontal or vertical. Counters are available for the CoreWorker service.

Items / Thread pool queue


This counter indicates the number of items queued in the CoreWorker service thread pool and waiting to
be added. A consistently high reading may indicate that scaling is required to accommodate the workload,
either horizontal or vertical. Counters are available for the following services:
• CoreWorker Service
• Export Service

Uninstall
The Performance Counters are automatically uninstalled on the target machine when the following
services are stopped:
• CoreWorker Service
• Export Service

The uninstallation requires no input from the user.

Logging
In general, Performance Monitor samples the performance counters every one second. While this
provides sufficient information for most purposes, some scenarios may require a deeper level of detail
which can be viewed in the log file. You can log each performance counter in TotalAgility log file by
enabling the logging function as follows:

Enable logging in the Core Worker Service and Export Worker Service configuration files as follows:
1. Open Agility.Server.Core.WorkerService.exe.config and Agility.Server.Core.ExportService.exe.config
located in the CoreWorkerService folder available at your installation location, for example, C:
\Program Files\Kofax\TotalAgility\CoreWorkerService
2. Under the <appSettings> section, change the following value to true:
<add key="PerformanceLoggingEnabled" value="false"/>
3. Uncomment the <system.diagnostics> section in the service configuration files:
<system.diagnostics>
<trace autoflush="true" indentsize="4">
<listeners>
<add name="KTALog" type="System.Diagnostics.TextWriterTraceListener"
initializeData="c:\temp\KTALog.txt">
</add>
</listeners>

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</trace>
</system.diagnostics>

Note Disable logging once finished, as continuous use will cause an unnecessary bloat in the log file.

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