Configuring central site, Refer to – Kofax Capture User Manual
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Configuration
Kofax Reporting Administrator's Guide
29
Configuring Central Site
The Kofax Reporting Configuration tool can be used to configure the ETL agent and connect
to the databases. It is recommended that the databases are properly set up in advance; refer
to
. You can also use it for remote configuration of any WSA
instances.
1 Start Configuration from the Kofax Reporting group in the Windows Start menu.
2 Do one of the following: Open an existing configuration or create a new one.
To create a new configuration:
a Click New on the Home tab.
b Type a descriptive name of the new configuration.
c If the ETL Agent is installed on the same computer, the Location field is automatically
populated. By default, this is
▪ C:\Documents and Settings\All Users\Application Data\Kofax\Reporting
\KofaxReportingETLAgent\Config (Windows Server 2003)
▪ C:\ProgramData\Kofax\Reporting\KofaxReportingETLAgent\Config (Windows
Server 2008)
Alternatively, you can type the path where the configuration should be stored, or click
the ... button and navigate to the any folder. However, to make a configuration active,
it must be in the designated folder.
To open an existing configuration:
a Click Open on the Home tab.
b Navigate to the folder where configuration is stored, select it, and click OK.
3 Click Staging database in the Kofax Reporting pane to display its settings.
4 In the Server Type field, select either Oracle or MS SQL Server.
If you selected MS SQL Server:
a Click Load SQL Servers on the Database tab to search for all Microsoft SQL Server
instances on the network. You may skip this step if you want to type the connection
information manually.
b In the Server field, select one of the instances or type its name (servername
\instancename).
c In the Port field, type the port for connecting to the database.
d Select Use SQL Server User if you want to access the database with a specific account.
If you don't specify an account, the user under which the ETL Agent service is
running is used for connecting to the database.
e Click Get List of Databases and select one of them in the Database Name field.
Alternatively, type the database name directly.
f Click Test Connection to verify that ETL Agent can connect to the database.
If you selected Oracle:
a In the Server field, type the name of the server where the database is running.
b In the Port field, type the port for connecting to the database.
c In the Connection Type field, select if you want to use Basic connection (through the
Oracle Call Interface) or TNS (using an alias entry from a tnsnames.ora file).
d In the User Name and Password, specify the credentials for connecting to the
database.