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EMC Corporation Corporate Headquarters: Hopkinton, MA 01748-9103 1-508-435-1000 www.EMC.com Teleform Release Script for EMC ® ApplicationXtender ® 6.0 Integration Guide 300-008-281 REV A01

Transcript of TeleForm Release Script for ApplicationXtender - Dell … Release Script for ApplicationXtender...

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Teleform Release Script forEMC® ApplicationXtender®

6.0

Integration Guide300-008-281

REV A01

EMC CorporationCorporate Headquarters:

Hopkinton, MA 01748-9103

1-508-435-1000www.EMC.com

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Copyright © 1994-2009 EMC Corporation. All rights reserved.

Published March 2009

EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice.

THE INFORMATION IN THIS PUBLICATION IS PROVIDED “AS IS.” EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

Use, copying, and distribution of any EMC software described in this publication requires an applicable software license.

For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com.

All other trademarks used herein are the property of their respective owners.

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Contents

Preface.............................................................................................................................. 5

Chapter 1 Integrating TeleForm Release Script for ApplicationXtenderIntroduction ....................................................................................... 10Installing the TeleForm Release Script for AppXtender.............. 12

Chapter 2 Configuring TeleForm Release Script for ApplicationXtenderConfiguring TeleForm...................................................................... 14

Specifying the Search Directory............................................... 14Configuring Automated Batch Creation ................................ 15

Configuring a Form .......................................................................... 17Bypassing Verification............................................................... 17Configuring Automatic Export for a Form............................ 18Configuring the Release Script for a Form............................. 22Completing Form Configuration............................................. 25

Exporting TeleForm Documents to AppXtender ......................... 28

Glossary ......................................................................................................................... 29

Index ................................................................................................................................ 37

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Contents

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Preface

This document provides instructions on how to install, configure, and use the TeleForm Release Script for ApplicationXtender integration software.

As part of an effort to improve and enhance the performance and capabilities of its product lines, EMC periodically releases revisions of its hardware and software. Therefore, some functions described in this document may not be supported by all versions of the software or hardware currently in use. For the most up-to-date information on product features, refer to your product release notes.

If a product does not function properly or does not function as described in this document, please contact your EMC representative.

Audience The information in this document is intended for system administrators who are responsible for installing software and maintaining the servers and clients on a network. Operators who monitor the daily backups may also find this manual useful.

Relateddocumentation

After using the integration software, refer to the ApplicationXtender Desktop User’s Guide, the ApplicationXtender Web Access User’s Guide, and the programs’ Online Help for detailed instructions on how to use the ApplicationXtender Desktop or ApplicationXtender Web Access software.

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Preface

Post-release information is contained in the Release Notes for this product. This document is available at http://Powerlink.EMC.com. Refer to the web site periodically to view the latest Release Notes.

Related documents include:

◆ ApplicationXtender Desktop Installation Guide

◆ ApplicationXtender Core Components Administrator’s Guide

◆ ApplicationXtender Administrator’s Quick Reference Guide

◆ ApplicationXtender Web Access Administrator’s Guide

◆ ApplicationXtender Web Access Administrator’s Quick Reference

◆ ApplicationXtender Technical Notes

Most of these documents can be found in the Documentation directory on the product media kit. All documents are in Adobe Acrobat Portable Document Format (PDF), and can be viewed by downloading and installing the Adobe Acrobat Reader. The Reader is from Adobe at www.adobe.com. To install and use the Reader on the preferred platform, refer to the instructions on the Adobe web site.

Conventions used inthis document

EMC uses the following conventions for special notices.

Note: A note presents information that is important, but not hazard-related.

CAUTION!A caution contains information essential to avoid data loss or damage to the system or equipment. The caution may apply to hardware or software.

IMPORTANT!An important notice contains information essential to operation of the software. The important notice applies only to software.

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Preface

Where to get help EMC support, product, and licensing information can be obtained as follows.

Product information — For documentation, release notes, software updates, or for information about EMC products, licensing, and service, go to the EMC Powerlink website (registration required) at:

http://Powerlink.EMC.com

Technical support — For technical support, go to EMC Customer Service on Powerlink. To open a service request through Powerlink, you must have a valid support agreement. Please contact your EMC sales representative for details about obtaining a valid support agreement or to answer any questions about your account.

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Preface

TeleForm Release Script for ApplicationXtender Integration Guide

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1Integrating TeleForm

Release Script forApplicationXtender

This chapter provides an overview of how to index documents in TeleForm Release Script for ApplicationXtender (TeleForm for AppXtender) and then successfully release those documents into ApplicationXtender. It also explains how to install TeleForm for AppXtender.

◆ Introduction ........................................................................................ 10◆ Installing the TeleForm Release Script for AppXtender............... 12

Integrating TeleForm Release Script for ApplicationXtender 9

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Integrating TeleForm Release Script for ApplicationXtender

IntroductionThe TeleForm software can be integrated with ApplicationXtender to provide enhanced indexing capabilities. Documents can be automatically indexed in TeleForm, and then the documents and their attached indexes can be released into an ApplicationXtender application. EMC supplies a customized release script (the TeleForm Release Script for AppXtender) that sends document indexing information to the AppXtender database and the corresponding form files to the AppXtender storage subsystem.

Note: EMC’s support for this integration covers only ApplicationXtender and the TeleForm Release Script for ApplicationXtender. If you need support for TeleForm, refer to your Autonomy support representative.

To integrate TeleForm into AppXtender:

1. Install AppXtender and create the application into which you want TeleForm to export documents. For instructions, refer to the ApplicationXtender Desktop Installation Guide.

2. Install TeleForm. For instructions, refer to the TeleForm documentation.

3. Install the TeleForm Release Script for AppXtender. For instructions, see “Installing the TeleForm Release Script for AppXtender” on page 12.

4. Create and activate the forms that you want TeleForm to use. For instructions, refer to the TeleForm documentation.

Note: When naming index fields for the form, consider using the same names as the corresponding index fields in the AppXtender application. If the names match, they are linked automatically. If the names do not match, you have to manually link the fields during form configuration.

5. Configure TeleForm for AppXtender. This includes specifying the directory in which you want TeleForm for AppXtender to find images for processing. For instructions, see “Configuring TeleForm” on page 14.

6. Configure each form for AppXtender integration. For instructions, see “Configuring a Form” on page 17.

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Integrating TeleForm Release Script for ApplicationXtender

7. Place or scan image files into the specified Search directory and run TeleForm for AppXtender Reader to begin the export, as described in “Exporting TeleForm Documents to AppXtender” on page 28.

TeleForm then automatically processes the images in the specified directory and generates documents for AppXtender from them.

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Integrating TeleForm Release Script for ApplicationXtender

Installing the TeleForm Release Script for AppXtenderThe order of steps in the following procedure is crucial for the successful export of documents from TeleForm to AppXtender.

To install the TeleForm for AppXtender integration:

1. Install AppXtender and create the application into which you want TeleForm to export documents. For instructions, refer to the ApplicationXtender Desktop Installation Guide.

2. Install TeleForm. For instructions, refer to the TeleForm documentation.

3. Obtain the installation files for TeleForm for AppXtender. You have the following choices:

• Download the TeleFormReleaseScript_6.0.xxx.zip file from one of the EMC download center at http://Powerlink.EMC.com to a temporary directory on your computer. Extract the installer zip file to the temporary directory. If you download multiple products, download all of them to the same temporary directory.

• Insert the disc containing the ApplicationXtender setup files into your media drive.

4. In the temporary directory or media drive, navigate to and double-click the file TFSetup.msi.

5. A setup wizard appears, starting with the welcome page.

6. Click Next. The wizard displays the end-user license agreement.

7. Click Next. The wizard displays the TeleForm for AppXtender Readme File.

8. Click Next. The wizard indicates that you are now ready to install the TeleForm for AppXtender.

9. Click Next. The wizard briefly displays the progress of the installation and then indicates a successful installation.

10. Click Finish. TeleForm for AppXtender is installed.

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2Configuring TeleForm

Release Script forApplicationXtender

This chapter presents the steps that you must take to configure TeleForm for the purpose of exporting to AppXtender, as well as how to export TeleForm documents to AppXtender.

◆ Configuring TeleForm ....................................................................... 14◆ Configuring a Form ........................................................................... 17◆ Exporting TeleForm Documents to AppXtender .......................... 28

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Configuring TeleForm Release Script for ApplicationXtender

Configuring TeleForm To configure TeleForm to export documents to AppXtender, you must specify the directory in which you want TeleForm to find images for processing.

◆ If you want to process individual files, see “Specifying the Search Directory” on page 14.

◆ If you want to process batches, “Configuring Automated Batch Creation” on page 15.

These sections briefly describe the settings that you need to configure to successfully release documents into AppXtender. For more detailed instructions on configuring TeleForm, refer to the TeleForm documentation.

Specifying the Search Directory

If you want to process individual files, you begin by specifying the directory in which you want TeleForm to find images for processing.

To specify the Search directory:

1. Run TeleForm Designer. (From the Windows Start menu, select Programs and then select TeleForm. From the TeleForm menu, select TeleForm Designer.)

2. From the Utilities menu, select Connect Agent Setup and then select Evaluate Directory. The Evaluate Directory Setup dialog box appears.

Figure 1 Evaluate Directory Setup Dialog Box

3. Click the Enable evaluations from directory check box.

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Configuring TeleForm Release Script for ApplicationXtender

4. In the Search directory text box, enter the directory in which you want TeleForm to find images for processing.

5. Click OK.

Configuring Automated Batch Creation

To configure TeleForm for batch processing, you must configure automated batch creation.

To configure automated batch creation:

1. From the Utilities menu of the TeleForm Designer, select Connect Agent Setup and then select Evaluate Directory. The Evaluate Directory Setup dialog box appears.

2. Make sure that the Enable evaluations from directory check box is clear. Click OK.

3. From the Utilities menu, select Connect Agent Setup and then select Automated Batch Creation. The Automated Batch Creation dialog box appears.

Figure 2 Automated Batch Creation Dialog Box

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Configuring TeleForm Release Script for ApplicationXtender

4. Under Batch creation options, in the Directory text box, enter the directory in which you want TeleForm to find images for processing. This directory can be the same as the Search directory specified in the Evaluate Directory Setup dialog box, or it can be different.

5. Under Batch Job Option, in the Default batch job name drop-down list, select (Default).

6. Click OK.

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Configuring TeleForm Release Script for ApplicationXtender

Configuring a FormTo configure each form to export documents to AppXtender, you must perform the following form configurations:

◆ “Bypassing Verification” on page 17

◆ “Configuring Automatic Export for a Form” on page 18

These sections briefly describe the settings that you need to configure to successfully release documents into AppXtender. For more detailed instructions on configuring TeleForm, refer to the TeleForm documentation.

Bypassing Verification

Before exporting documents to AppXtender, you must configure each form so that image processing continues without interruption. The following procedure describes how to modify form properties for this purpose. Repeat the following procedure for each form that you want to configure for AppXtender integration.

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Configuring TeleForm Release Script for ApplicationXtender

To modify form properties:

1. In the TeleForm Designer, open the form. For instructions, refer to the TeleForm documentation.

2. From the Form menu, select Properties. The Properties dialog box appears.

Figure 3 Properties Dialog Box

3. Select the Bypass Verification option.

4. Click OK.

Configuring Automatic Export for a Form

Automatic export should be configured and enabled for each form that you want to use to release documents to AppXtender. The procedures that follow describe how to configure automatic export for a form. Repeat the following procedure for each form that you want to configure for AppXtender integration.

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Configuring TeleForm Release Script for ApplicationXtender

To configure automatic export for a form:

1. In the TeleForm Designer, open the form. For instructions, refer to the TeleForm documentation.

2. From the Form menu, select Auto Export Setup. The Auto Export Setup dialog box appears.

Figure 4 Auto Export Setup Dialog Box - Select Tab

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Configuring TeleForm Release Script for ApplicationXtender

3. Click New. Another Auto Export Setup dialog box for the open form appears.

Figure 5 Auto Export Setup Dialog Box - Main Tab

4. On the Main tab, from the Format drop-down list, select AX. (If AX is not available, click Cancel and install the TeleForm Release Script for AppXtender as described in “Installing the TeleForm Release Script for AppXtender” on page 12.)

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Configuring TeleForm Release Script for ApplicationXtender

5. Click the Fields tab.

Figure 6 Auto Export Setup Dialog Box - Fields Tab

6. Make sure that the following rows are selected:

• Suspense_File

• Image_Seq

• All index fields that you want TeleForm to extract

You may clear all other rows.

7. Click the Main tab. The new settings item appears.

8. Click Save As. The TeleForm Script for AppXtender- Setup dialog box appears.

9. Proceed to “Configuring the Release Script for a Form” on page 22 to continue.

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Configuring the Release Script for a Form

After you have begun the automatic export configuration for a form, the TeleForm Script for AppXtender- Setup dialog box appears. This dialog box allows you to select an AppXtender data source, provide login information, select an AppXtender application, and link the form’s index fields with the application’s index fields.

Figure 7 TeleForm for AppXtender Wizard - Setup Dialog Box

To configure the release script for a form:

1. Under Available Fields, select one of the fields and click Add. The field moves to the Selected Indexes list. Repeat for each index field that you want TeleForm to extract. (Leave Suspense_File and Image_Seq under Available Fields.)

2. Click Setup. A message appears asking if you want to continue.

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Configuring TeleForm Release Script for ApplicationXtender

3. Click OK. The TeleForm Script for AppXtender wizard appears, starting with the Data Source Selection page.

Figure 8 TeleForm for AppXtender Wizard - Data Source Selection Page

4. Select the AppXtender data source to which you want TeleForm to send documents. Click Next. The Login Information page appears.

Figure 9 TeleForm for AppXtender Wizard - Login Information Page

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Configuring TeleForm Release Script for ApplicationXtender

5. Under ApplicationXtender Login, enter the user name and password that you want TeleForm to use. This user account must have the Add Page privilege in the AppXtender system.

6. If you will be working with WorkflowXtender, select the button that corresponds to how you will use it with TeleForm and then enter your WorkflowXtender user name, password, database, and server name.

7. Click Next. The Application page appears.

Figure 10 TeleForm for AppXtender Wizard - Application Page

8. From the Select ApplicationXtender application list, select the application to which you want TeleForm to send documents.

9. If you want TeleForm to release PDF documents as foreign files, select the Release PDF file as foreign file checkbox.

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Configuring TeleForm Release Script for ApplicationXtender

10. Click Next. The Field Link page appears.

Figure 11 TeleForm for AppXtender Wizard - Field Link Page

11. Under Selected Fields, select one of the form’s index fields. Under All Fields, select the corresponding AppXtender index field. Click Link. Repeat for each of the form’s index fields.

Note: If the names of the form’s index fields match the names of the AppXtender index fields, they are linked automatically.

12. You are now ready to complete form configuration. To continue, see “Completing Form Configuration” on page 25.

Completing Form Configuration

After you have linked TeleForm fields with AppXtender applications and index fields, you are ready to complete form configuration.

To complete the form configuration:

1. In the release script wizard, click Finish. A message appears indicating that setup is done.

2. Click OK. The TeleForm Release Script for ApplicationXtender - Setup dialog box reappears.

3. Click Done. The Auto Export Setup dialog box for the open form reappears.

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4. Under Settings, select the Enable option. Click OK. The original Auto Export Setup dialog box reappears with a new settings item in the list. This new settings item represents the release script settings that you have just configured, and Yes should appear under Enabled.

Figure 12 Auto Export Setup Dialog Box-Main Tab, New Settings Item Selected

Note: To select or clear a settings item, select it from the list and click the Enable check box.

CAUTION!Documentum recommends that you select only one settings item for each form.

5. Click OK.

6. Save the form. After you have completed all configuration steps for all forms, you are ready to place or scan the image files that you want TeleForm to process into the specified search directory and run TeleForm reader to launch the export process.

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Configuring TeleForm Release Script for ApplicationXtender

7. Proceed to “Exporting TeleForm Documents to AppXtender” on page 28 to continue.

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Configuring TeleForm Release Script for ApplicationXtender

Exporting TeleForm Documents to AppXtenderAfter you have completed all configuration steps, you are ready to begin the export.

To begin the process of TeleForm export to AppXtender:

1. Place or scan the image files from which you want TeleForm to generate AppXtender documents into the search directory that you specified in “Specifying the Search Directory” on page 14 or “Configuring Automated Batch Creation” on page 15.

2. Start TeleForm Reader: from the Windows Start menu, select Programs and then select TeleForm. From the TeleForm menu, select TeleForm Reader. When the files are detected in the specified directory, TeleForm Reader begins processing the files and exporting documents to AppXtender.

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Glossary

This glossary contains terms and definitions found in this manual. Most of the terms are specific to ApplicationXtender products.

Aaccessible security Accessible security grants access to users in the group for only those

documents with index field values that match the secured value list. (See also Document Level Security.)

annotation An annotation is a note or a shape added to a document or batch page, typically to focus attention on a particular part of the page. Users can use annotations to comment on the contents of a page, block areas of the page from view, or highlight important information. When a user creates an annotation, it is associated with the AppXtender page on which he or she created it. Annotations are edited and stored separately from the image, but they are displayed along with the image in AppXtender. The types of annotations available include text, highlighting, lines, arrows, shapes, and rubber stamps.

annotation group Annotation groups are entities that allow you to create associations between users, groups, and specific annotations. You can specify which users and groups can view or modify specific annotations, and which users and groups can hide or modify specific redactions.

application An AppXtender application is an index-driven data storage structure where documents can be stored and retrieved. An AppXtender application is based on an index that is composed of one or many

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Glossary

fields. AppXtender applications are created in the Application Generator module of AppXtender.

application securityprofile

Application security profiles, like global security profiles, allow you to grant a particular set of privileges to a user or group of users. You can define different privileges for a user or group of users in each application.

When a profile is application-specific, however, the privilege settings are not carried over to a new application when it is created. If a group of users has an application-specific profile for a certain application, but no global profile, then when a new application is created, the members of the group will not be able to access the new application. Application-specific security settings override global security settings.

audit trail Audit Trail is a feature that allows you to track user activity within the AppXtender system. System-wide activities such as creating, modifying, and deleting applications, users, and groups can be tracked. You can also track user activity in applications by tracking items such as creating and deleting documents, adding pages, and modifying index information for documents. By default, AppXtender logs audit trail events to a table in the AppXtender database. You can configure audit trails to log to this table, to a log file, or to both locations.

authentication Authentication is a method by which the identity of a user is verified prior to accessing software modules. Authentication requires users to enter a valid user name and password before access to software modules is allowed.

authorization Authorization is the granting of specific access privileges according to the user name. Security profiles contain information pertaining to a user’s specific privileges within the AppXtender system.

auto index import A feature within AppXtender that allows the use of the <F7> key to import index values from a text file, so users adding documents can automatically populate indexes using the imported data. AppXtender Auto Index Import is ideal for the import of index records that are applicable to only one document. In an Auto Index Import table, once a record (or a group of index values) has been used to index a document, the record is deleted.

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Glossary

Ccheck in/check out

modeWhen AppXtender is in check in/check out mode, use of revision control with AppXtender documents is mandatory. Users must check out a document in order to modify it. If they do not check the document out, it is opened in read-only mode and it cannot be modified.

classification The identification and association of the required official records subject category with the AppXtender document as part of the document metadata.

COLD COLD (computer output to laser disk) data is report data generated for existing applications. COLD data can be added to AppXtender as documents through the use of ColdXtender® (CX) or ApplicationXtender Reports Management (AppXtender Reports Mgmt).

collection A collection is a full-text database.

Ddata source A data source is the means by which ApplicationXtender accesses

data from a database. When a data source is defined, an OLE DB data provider is configured to access the database. All of these characteristics in combination – where the data is stored, the format of the data stored, and the data provider used to access the data – comprise the data source.

data source group A data source group in AppXtender Admin associates a list of data sources with everything that has been configured in AppXtender Admin, such as ApplicationXtender Web Access settings and connections to License Server computers. This feature eliminates the need to repeat the work involved in configuration every time you create a data source.

database A database is a collection of data tables of a particular database format (such as Oracle or Microsoft SQL Server). ApplicationXtender uses databases to store application information. When an application is created, details such as the field definitions and security information are stored in database tables. Once documents are added to an application, index information is stored in a table, as are the pointers to the location of the documents.

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document A document is a page or group of pages stored in an application and identified by index information. Each page of a document is comprised of a single object such as a scanned image file or a word processing document. To create a new document, users add an object to an application and attach index information to it. Subsequent objects can be added as additional pages of the same document.

Document LevelSecurity

Document Level Security (DLS) pinpoints user access within an AppXtender application. With DLS, you can deny a group of users access to any classified or sensitive document(s), without restricting access to other documents in the application. DLS can also be configured to grant a group of users access to only a specific set of documents in an application.

EERM ERM (enterprise report management) data is report data generated

for existing applications. ERM data can be added to AppXtender as documents through the use of ApplicationXtender Reports Management (AppXtender Reports Mgmt).

extendedapplications

Extended applications are AppXtender applications that can be called from within other software applications, adding document storage and processing functions.

Ffull-text Users can index documents for full-text searching by submitting

them to the Index Server. With a full-text search, users can find documents even if they do not know any of the index values. Users can also use full-text searching to refine an index value search.

Gglobal security profile Global security profiles are security profiles that automatically assign

a uniform set of access privileges for a user or group of users every time a new application is created. When a global profile exists for a user or group of users, the privileges assigned in that profile are automatically assigned for every application created. If a user or group of users does not have a global profile, an application-specific profile must be created for that user or group before they can access an application.

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Glossary

grab bar An AppXtender docked view has a grab bar. A grab bar is similar to a title bar except that it does not contain a title.

Iimpersonation

accountThe AppXtender Index Server impersonation account grants security privileges to Index Server and is essential for the Index Server to operate properly. AppXtender Index Server uses the Index Server impersonation account to access remote and server resources, including AppXtender document paths, the AppXtender License Server, the registry, and the image repository (in some cases, the DX Document Server).

import specification An import specification is a set of rules that ApplicationXtender follows when importing data from an import file using the Auto Index, Index Image Import, or Key Reference import wizard.

inaccessible security Inaccessible security denies access to the users in the group for documents with index field values matching the secured value list. (See also Document Level Security.)

index An AppXtender index contains a group of fields where descriptive information pertaining to documents can be stored. This group of field definitions is used by AppXtender when storing index information within an application.

index image import AppXtender Index Image Import allows you to import index data and document files in a single step. A text file is required which contains a line of text for each document to be imported, with a value for each index field and a reference to the location of the file to be imported. No manual document indexing is required.

Index Server The AppXtender Index Server is an optional module that adds full-text indexing and OCR functionality to ApplicationXtender systems.

JJDBC Java Database Connectivity (JDBC) is a programming interface for

accessing data in a Java 2 Edition application such as the AppXtender WebJ2 deployment model. For more information, refer to the ApplicationXtender Web Access Administrator’s Guide.

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Kkey reference import AppXtenderKey Reference Import allows use of the <Tab> key to

import index values from a text file. AppXtender Key Reference is most effectively used in situations where each imported record may describe several documents. AppXtender Key Reference Import maintains the index records in the Key Reference table even after records have been used to index documents. Any change made to a record in the Key Reference table is reflected in the indexes of all documents described by that record.

Nnode A node is an element of a tree structure such as in AppXtender,

AppXtender Admin, AppGen, or Reports Management. A node can be expanded to reveal subnodes or can be collapsed.

OOCR Optical Character Recognition (OCR) is a process that converts an

image of text into text. Users can process bi-tonal images using optical character recognition (OCR). After a user processes an image using OCR, it can then be submitted to the Index Server for full-text searching.

ODMA Open Document Management API (ODMA) support allows users to work with AppXtender documents within other ODMA-compliant applications.

OLE DB OLE DB is a programming interface for accessing data, and is a fundamental building block for storing and retrieving data using Microsoft’s Data Access Components (MDAC). OLE DB provides flexible data architecture that offers applications like AppXtender efficient access to databases. Data is accessed through OLE DB data providers.

Ppage The word “Page” typically implies a single entity. Since AppXtender

supports multiple object types, the term “page” is redefined within AppXtender to mean a single object. A very long word processing file is considered a page to AppXtender. A page could also be, for example, a single scanned image, a 30-minute video clip, or an audio

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Glossary

recording. Each page of a document has the same index record attached.

privileges Privileges govern the ability of a user or group of users to access functions in AppXtender.

Rrecord A record is information that details a business transaction, regardless

of medium. It contains sufficient historical information or other value to warrant preservation.

records management Records management defines the managerial activities involved in the life cycle of information. It includes planning, controlling, directing, organizing, training, promoting, and disposal of records.

records manager Records Manager is software used by organizations to manage records. It categorizes, localizes, and identifies records. It also stores, retrieves, and disposes records electronically from its repository.

A records manager is also the coordinator of the corporate records program.

redaction A redaction is a filled and opaque annotation shape that can be used to secure or hide portions of image and text pages. Users can apply redaction to all available annotations. When applied, the area of the page behind the redaction is not visible.

retentionadministration

Retention administration is a component of records management that involves retaining information until such time that it is permanently filed or disposed of.

Ssecurity Security is the combination of authentication and authorization.

security mapping Security mapping is an option in the AppXtender Migration Wizard or the ApplicationXtender Media Distribution Extraction Wizard that allows the administrator to map users or groups in a source database to users and groups in a target database. Similarly, when the ApplicationXtender Media Distribution Extraction Wizard is used to extract AppXtender documents and security information before an ApplicationXtender Media Distribution CD-ROM is created, the administrator has the option to map users and groups in the source

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database to users and groups in the database on the CD-ROM (or in the database where the CD-ROM will be reintegrated).

security provider Security providers implement authentication, which requires all users to enter a valid user name and password to access most modules. AppXtender Admin offers two pre-packaged security providers (CM and Windows) to ensure that each user is who he or she claims to be. You can also create a directory service security provider, if necessary.

Wwrite paths Write paths are used to instruct ApplicationXtender where to store

documents, annotations, OCR output, and the ProIndex full-text database for a particular AppXtender application.

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AAppXtender application, selecting 24AppXtender data source, selecting 23AppXtender index fields

enabling 21linking 25selecting 22

automated batch creation, configuring 15automatic export for a form, configuring 19

Bbypassing verification 18

Ccompleting form configuration 25configuring

automated batch creation 15automatic export for a form 19form 17release script for form 22TELEform 14

Ddocumentation, related 5

Eenabling index fields 21

Fform

configuration, completing 25

configuring 17

Iinstalling TELEform for AppXtender release

script 12integrating TELEform for AppXtender, overview

10

Llinking index fields 25login information, providing 24

Ppreparing for integration 12providing login information 24

Rrelease script

configuring for form 22installing 12

Ssearch directory, specifying 14selecting

AppXtender application 24AppXtender data source 23AppXtender index fields 22

specifying search directory 14

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Vverification, bypassing 18

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Images/Application.png @ 175 dpi 24Images/AutoExportSetupFields.png @ 175 dpi 21Images/AutoExportSetupLast.png @ 175 dpi 26Images/AutoExportSetupMain.png @ 175 dpi 20Images/AutoExportSetupSelect.png @ 175 dpi 19Images/AutomatedBatchCreation.bmp @ 175 dpi 15Images/AXReleaseScriptSetup.bmp @ 175 dpi 22Images/DataSourceSelection.png @ 175 dpi 23Images/EvaluateDirectorySetup.bmp @ 175 dpi 14Images/FieldLink.png @ 175 dpi 25Images/FormProperties.png @ 175 dpi 18Images/LoginInformation.png @ 175 dpi 23