Document Settings tab

Use this tab to select from a list of available object types and link Kofax Values to Documentum Server properties. You can also specify document versioning and optionally select a dynamic object type for your exported documents.

The options on this menu vary depending on the Kofax application you are using.

Document Object Name

This is the name of your document. The name appears after you link an Kofax Capture to the object_name property in the Index Links table.

Object Type

Select the object type for the exported documents. The Documentum properties related to the object type appear in the Index Links table. The default object type is dm_document.

Dynamically select object type at export using the following Kofax Value

Use this check box to dynamically assign an object type to your exported documents at export time. You can use Kofax Values, index fields, batch fields, and text constants to specify values for your object type. To link values, select the Kofax Capture field associated with the object type. A context menu button appears. Click the button to display a menu of options for linking a Kofax Value to your dynamic object type.

The name of the dynamic object type is case-sensitive and must match an existing Documentum Server object type at export. If the object type cannot be matched or resolves to a NULL value at export time, you receive an error and the document is not exported. An error message is written to the Kofax Capture error log file, export module, and KDBLog (if enabled).

The Documentum Server export connector only exports properties that contain a value. If the property is blank or resolves to a NULL value at export time, you do not receive an error and the document is exported successfully.

Index Links

The Index Links table displays the available Documentum Server properties for the specified object type.

Use this table to define Documentum Server properties for your exported documents. The properties are displayed in alphabetical order, with the exception of the object name, which appears first.

If no value exists at export time for the object_name property, the name "Untitled" is given to the document at export time.

You can link Kofax Capture to your Documentum Server properties. To do so, select a property. A context menu button appears. Click the button to display a menu for selecting the type of data to export. You can select from the following:

Document Index Fields: Select this option to display a list of document index fields defined for the document class. If no document index fields are defined for the document class, this option is not available.

Folder Index Fields: Select this option to display a list of folder index fields defined for the folder class. If no folder index fields are defined for the folder class, this option is not available.

Batch Fields: Select this option to display a list of batch fields defined for the batch class. If no batch fields are defined, this option is not available.

Kofax Values: Select this option to display a list of Kofax Values.

To use a text constant, enter the value to the field directly.

Documentum Server supports repeating values, which are properties that can contain multiple values. To allow a validation operator to enter multiple values, you must define a Kofax Capture index field as a VARCHAR data type with the maximum length. Then, link the field to your Documentum Server property. Note that the maximum length is 25,000 characters.

When entering multiple values for the field, the validation operator should use the comma (,) character to separate the values. The total length of the values entered for the field, including commas, can be no more than the maximum length. At export time, the values will be stored as a list in Documentum Server.

Search Fields button

Use the Search Fields button to identify properties to use in determining if a exported document is a duplicate and needs to be versioned. Note that the object_name is always used to determine if a duplicate document exists regardless of your search field choices. An asterisk (*) appears next to any Documentum Server property selected as a search field.

Click Search Fields to display the Select Search Fields window. Select the Documentum Server properties you want to use to determine if the exported document already exists.

Search entire cabinet

If checkbox Search entire cabinet is checked, document with the same 'object_name' will be versioned anywhere in the same cabinet. In this case, all documents with the same 'object_name' will be stored in the same folder.

Document Versioning

Use these properties to define when and how to version your exported documents.

Allow duplicate documents: Select this check box to export all documents as new documents. No document versioning occurs. All documents are exported with the version number 1.0. If selected, the options listed below are not available.

If Document Exists, Export As

Use this property to specify what should happen if a duplicate document exists in the Documentum Server repository.

Minor version

Exports duplicate documents as a minor version. Minor versions are incremented by tenths. The first minor revision increases the version number after the decimal point by 1 decimal number (for example: 1.1, 1.2, 1.3).

If this is the first export of the document and no prior versions exist, the document is exported as a major version.

Major version: Exports duplicate documents as a major version. Major versions are incremented by whole numbers. The first document is assigned the number 1.0. Each additional major version increases the version number by 1 whole number (for example: 2.0, 3.0, 4.0).

Exception object: Sends duplicate documents to the exception location specified on the Document Options tab.

If Unable to Version, Export As

Use this property to specify what should happen if a duplicate document exists in the Documentum Server repository, but cannot be versioned. This property is enabled if Minor version or Major version is selected for the "If Document Exists, Export As" property.

Branch version: Exports duplicate documents that cannot be versioned as a major or minor version. The version number corresponds to the order in which the branched versions were created. This option is the default.

Exception object: Sends duplicate documents that cannot be versioned to the exception location specified on the Document Options tab.

Create New Version From

Use this property to specify if a duplicate document should be created from the current version or the latest version available in the Documentum Server repository.

Current version: Creates a new version of the document from the last created version ("current" version) of the document in the Documentum Server repository.

Latest version: Creates a new version of the document from the latest version of the document in the Documentum Server repository. Note that this may or may not be the "current" version.

Export document as current version

Select this check box to export documents as the current version. If you clear this check box, you must enter a symbolic version label for your exported documents.

Symbolic version label

Identify the state of this particular version of the exported document. Maximum length is 32 characters.