Use this tab to specify an IBM Content Manager Enterprise content type for the documents to be exported and optionally assign a dynamic item type to each one.

Item type

This list contains the available Content Manager item types as defined for the current Content Manager library server (a Content Manager library server was selected when you logged in to the export connector). The item type is used for assigning attributes to new folders in the IBM Content Manager Enterprise system. Only the item types allowed for the logged-in user are listed.

Select the item type to use for exported documents. Once an item type is selected, the Content Manager Attributes table is populated with the fields defined for the item type.

Refer to the documentation that came with your IBM Content Manager Enterprise product for more information about defining item types.

Content Manager Attributes

Use this table to establish links between Content Manager attributes for folders and Kofax Values. At export time, the specified Kofax Values are exported to the associated Content Manager attributes. For details, see Content Manager attributes.

Kofax Values

These are the available Kofax Values to link with Content Manager attributes. To do so, select the Kofax Value field associated with an attribute, and a context menu button appears. Click this button to display a menu of options for linking values to your Content Manager attributes. You can select Kofax Values as listed below.

The data types of the linked Kofax Values must be compatible with Content Manager data types. The data types are checked for compatibility when you save your settings during export setup. See Data type compatibility for more information.

To enter one or more values, use a Text Constant or click the button to display a menu with the following options:

Unlink Field

Select this option to unlink a Kofax Value from the selected Content Manager attribute.

Document Index fields

Displays a list of Kofax Capture 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 Kofax Capture index fields defined for the folder class. If no index fields are defined for the folder class, this option is not available.

Batch fields

Displays a list of Kofax Capture batch fields defined for the batch class. If no batch fields are defined for the batch class, this option is not available.

Kofax Values

Displays a list of Kofax Values.

Custom Values

Displays a custom index field called #Original File Names. The index field value is a list of original file names delimited by the multi-value separator defined on the General Settings tab.

For example, if a document has 3 pages that consist of image1.jpg, image2.jpg, and image3.jpg with a semicolon as the separator, the value of {#Original File Names} would be:

"image1.jpg;image2.jpg;image3.jpg"

You can select the custom index field from the menu, or type the text {#Original File Names}.

• With Kofax Capture, you must select Use the original file name of image and eDocument files when you set Export Properties during batch class configuration.

• With Kofax TotalAgility, you must set Original file name support to True on the Export Connectors - Properties screen.

• With Kofax Express, original file name support is not available.

Text Constant

Select this option to specify a text constant. Then, enter the desired text. Leading and trailing spaces are removed.

Dynamically select item type at export using the following Kofax Value

This check box allows you to dynamically assign an item type to your documents at export time, rather than during export setup. To do so, click the context menu button to display a menu of options for linking a Kofax Value for your item type. Note that:

• The name of the dynamic item type is case sensitive and must match the Content Manager name at export time. You must use the item type name when dynamically assigning an item type to your documents.

• A static root attribute or child component attribute must be found in the dynamic item type.

• They item type must exist in the IBM Content Manager Enterprise library server.

The following two examples may help illustrate the use of dynamic item types:

1. Your IBM Content Manager Enterprise library server contains several item types that are identical or are very similar. During export setup, you can select any item type containing the desired Content Manager attributes from the Item type list and link the appropriate attributes. During Kofax Capture processing, enter the desired item type for your batch of documents.

2. Your IBM Content Manager Enterprise library server contains all the defined root attributes or the most commonly used root attributes. This ensures that all attributes are accounted for regardless of which item type is selected at export time, when you can use the new master item type. If the item type is not found in the master, then the export fails and the batch is routed to the Kofax Capture Quality Control queue. For more information about creating item types, refer to the documentation for your IBM Content Manager Enterprise product.