How to Install AutoCapture client by using AutoCaptureClientPack.exe

This procedure provides a step-by-step procedure for installing the AutoCapture client by using AutoCaptureClientPack.exe.

Before you begin this procedure, ask your AutoStore administrator for the AutoCaptureClientPack.exe installation file. This executable file installs the AutoCapture Client (which includes the Windows Explorer AutoCapture add-in and the Microsoft Office AutoCapture add-in) as well as the optional New Microsoft Outlook AutoCapture add-in.

When you install the AutoCapture Client using the AutoCaptureClientPack.exe, you install and configure the AutoCapture Client component on the workstation where a user needs to capture files from the desktop into a workflow. The installation wizard steps you through configuring the AutoCapture Client, and then AutoCapture Client communicates with the server to retrieve menus, forms, and actions for presentation on the user's desktop.

Save the AutoCaptureClientPack.exe installation executable to the desktop or other location on your workstation.
Execute AutoCaptureClientPack.exe.
If Windows prompts whether to allow changes to the computer, select Yes.
If the Installation Wizard prompts to install prerequisite software, select Yes.
On the Welcome page, select Next.
On the License Agreement page, select I accept the terms in the license agreement, then select Next.

Installation will end if you choose not to accept the terms in the license agreement.
On the Customer Information page, type your User Name and Organization, then select Next.

On the Setup Type page, select Complete, then select Next. The default installation path for the AutoCapture Client is C:\Program Files (x86)\Kofax\AutoCapture Client\.

Select Custom only if you need to change the install location for the AutoCapture Client or specify individual features.

Feature	Description
AutoCapture Client	Allows you to choose and capture files in the AutoCapture Client application interface using menus, forms, and actions defined by an AutoStore workflow. The AutoCapture Client installation includes the following add-ins: AutoCapture Explorer Add-in: Adds the AutoCapture Send to command to the Windows Explorer shortcut menu, which allows you to capture files to an AutoStore workflow using Windows Explorer. AutoCapture MS Office Add-in: Adds the AutoCapture add-in to Office applications to capture the current document to an AutoStore workflow in Microsoft Word or selected email messages in Microsoft Outlook.
New Outlook Add-in	Adds the AutoCapture add-in to New Microsoft Outlook, which allows you to capture email content and send it to the server. The New Microsoft Outlook application must be closed during the installation. During installation, you will be prompted to log in to the New Microsoft Outlook account where you want to install the add-in. The AutoCapture client is installed first, followed by the add-in, which takes 4-8 minutes, before the New Microsoft Outlook login screen appears. The default port for the New Outlook Add-in is 8449. To change the port number, select Custom installation. Select the New Outlook Add-in to be installed, then the required port number can be entered manually. The default installation path for the New Outlook Add-in cannot be changed.

Feature

Description

AutoCapture Client

Allows you to choose and capture files in the AutoCapture Client application interface using menus, forms, and actions defined by an AutoStore workflow.

The AutoCapture Client installation includes the following add-ins:

AutoCapture Explorer Add-in: Adds the AutoCapture Send to command to the Windows Explorer shortcut menu, which allows you to capture files to an AutoStore workflow using Windows Explorer.
AutoCapture MS Office Add-in: Adds the AutoCapture add-in to Office applications to capture the current document to an AutoStore workflow in Microsoft Word or selected email messages in Microsoft Outlook.

New Outlook Add-in

Adds the AutoCapture add-in to New Microsoft Outlook, which allows you to capture email content and send it to the server.

The New Microsoft Outlook application must be closed during the installation.
During installation, you will be prompted to log in to the New Microsoft Outlook account where you want to install the add-in. The AutoCapture client is installed first, followed by the add-in, which takes 4-8 minutes, before the New Microsoft Outlook login screen appears.
The default port for the New Outlook Add-in is 8449. To change the port number, select Custom installation. Select the New Outlook Add-in to be installed, then the required port number can be entered manually. The default installation path for the New Outlook Add-in cannot be changed.

On the Ready to Install page, select Install.
On the InstallShield Wizard Completed page, select Finish.
A system restart is required after the installation. The restart can be postponed.

After you complete this procedure, you must configure the AutoCapture client to communicate with the AutoCapture server. To do this, see Configuring AutoCapture Client. For information about how to use the AutoCapture client, see Using AutoCapture Client.