Kofax Ascen 7.0 Release Script for Hummingbird DM 5.0-5.1 - Manual (Page 16)

Ascent® 7.0 Release Script for Hummingbird DM 5.0-5.1 Release Notes
16 Kofax, Inc.
“Yes” for the user you specified at release setup to create and remove folders on the
Hummingbird DM server.
„
Can Create New Documents: allows the user to create documents
„
Can Create Folders: allows the user to create folders
„
Can Create/Remove Public Folders: allows the user to create and remove public folders.
For more information about the Hummingbird DM user permissions, refer to the documentation
that came with your Hummingbird DM product.
Application and Document Type Fields
When you are creating a user-defined folder for release, the Application and Document Type
folder profile attributes must be set to “FOLDER,” which is the default choice. If you attempt to
change this value, you will receive an error message at release and the value will be returned to
“FOLDER.”
Releasing to Records Management
If you are releasing to Records Management via the Ascent 7.0 Release Script for Hummingbird
DM, make certain that you have the following items set in the link control when you want your
documents to be released into Records Management as records:
„
The Code field is set to a text constant containing the File Part Number (for
example, “2002/1(A)”)
„
Item Type field for released documents is set to “Document”
„
The Type field is set to “Keep”
„
The Document Type field is set to “RM”
To release to Records Management, check the “Mark document as a record for Records
Management” check box on the General Settings tab, and select a Records Management profile
form from the Profile drop-down list on the Document Settings tab. Then, leave the Item Type
unlinked.
Note If you specify an Item Type of Record, File, or Box, the following error will occur and release
will fail. “An error occurred while releasing the document <document name> to the Records
Management system. 9519.”
Search Criteria for Duplicate Folders
If the “Create new folder” option is selected on the Folder Settings tab, a new folder will be
created as long as the Ascent 7.0 Release Script for Hummingbird DM does not find a duplicate
folder. The release script classifies a duplicate folder as an existing folder with the same name,
same profile, same public setting, and exists in the same parent (library or folder).
If a duplicate folder is found that satisfies the above criteria, then that folder is used for releasing
documents. The attributes for the duplicate folder are not updated and will not be used at release.