Kofax TotalAgility AP Automation - Manual (Page 14)

Deployment
14 Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide
2 In the Accounts Payable category, edit the following variables:
▪ AP Db Conn - used in processes to point to your database. Edit the server name based
on the kind of database and the location where your database is stored.
Note Replace localhost with Server name where applicable.
▪ For example,
Server=
localhost;Trusted_Connection=Yes;Database=AP_Solution;
▪ For example, Server=
.
\sqlexpress;Trusted_Connection=Yes;Database=AP_Solution;
▪ ConnectionString - used in AX Extraction to point to your database. Edit the server
name based on the kind of database and the location where your database is
stored. For example, Data Source=172.17.108.53;Initial Catalog=AP_Solution;User
ID=DynamicsLogin;Password=DynamicsLogin;
▪ TimeStamp – used in AX Extraction. Set to a date in the past to extract all.
3 In the System category, edit the variable: SYSTEM_EMAIL_FROM =
[email protected].
Or your preferred “From” address.
Global Variables
1 In TotalAgility, on the Home page, click Form Designer > Global Variables.
2 In the Accounts Payable category, edit the following variable:
AP_DBConn - used in forms to point to your database. Edit the server name based on the
kind of database and the location where your database is stored.
Note Replace localhost with Server name where applicable.
▪ For example,
Server=
localhost;Trusted_Connection=Yes;Database=AP_Solution;
▪ For example, Server=
.
\sqlexpress;Trusted_Connection=Yes;Database=AP_Solution;
System Settings: Email
1 In TotalAgility, on the Home page, click System Settings > Settings.
2 Click in the Email section and fill out the information as shown below and save.
▪ Host Name = Your smtp server address.
▪ Port Number = Your smtp server port.
▪ Credentials = As required.
3 Restart the TotalAgility IIS Application Pool and TotalAgility Core Worker Service.
Capture Date Formatter
1 On the Home page of TotalAgility, click Data > Field Formatters.
2 Edit the Default Date Formatter, selecting the required Ambiguous Date Formats, in the
required order of execution.
3 Save the Formatter.