Administrator's Guide
Insight Configuration tab........................................................................................................72
Databases tab........................................................................................................................72
KC Databases tab................................................................................................................. 73
Migrate data - Oracle............................................................................................................ 74
Update, schedule and run execution plans...........................................................................76
Finish the upgrade - Oracle............................................................................................................. 79
Upgrade Kofax Insight silently - Oracle........................................................................................... 80
Uninstall Kofax Insight silently...............................................................................................85
Chapter 6: Kofax Insight administration................................................................................................ 86
Verify your license............................................................................................................................ 86
Set authentication method................................................................................................................87
Windows authentication.........................................................................................................88
Manage users and roles.................................................................................................................. 90
Create Insight users.............................................................................................................. 90
Assign a role to users........................................................................................................... 91
Update connections or set site filters...............................................................................................94
Connections........................................................................................................................... 94
Set site filter queries..............................................................................................................95
Import and export a project..............................................................................................................96
Export a project..................................................................................................................... 96
Import a project......................................................................................................................97
Chapter 7: Use Kofax Analytics for Capture......................................................................................... 98
Viewer............................................................................................................................................... 98
Open the Viewer....................................................................................................................98
Select a language..................................................................................................................99
Viewer screen layout and navigation.................................................................................. 101
Use the Viewer.................................................................................................................... 102
Export to Excel.................................................................................................................... 102
Kofax Analytics for Capture dashboard views............................................................................... 103
Global filters......................................................................................................................... 103
Automatic, unattended modules.......................................................................................... 104
Sessions...............................................................................................................................104
Total Rows display...............................................................................................................104
Operations............................................................................................................................105
Batches & Docs................................................................................................................... 113
Labor.................................................................................................................................... 138
Quality.................................................................................................................................. 144
Reports.................................................................................................................................155
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