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Kofax

Advisor Release Notes - MarkView 6.4 for Oracle

Summary 

4981

Advisor - MarkView for Oracle Version 6.4

During the initial installations of MarkView Advisor, we examined these implementations in order to make the product better. It was clear that the ability to upgrade Advisor without needing to upgrade the entire MarkView product was highly desirable, so this capability is included with 6.4. Customers running MarkView for Oracle versions 6.2.x and 6.3.0 can run the Advisor-Only Upgrade to take advantage of fixes and enhancements in 6.4.0, most of which are not available as hot fixes. This allows customers to stay current without a large testing effort.

Upgrading Advisor

Ensure that you have the completed MarkView Advisor Worksheet. You need password information from the worksheet to complete the upgrade.

The application that upgrades Advisor restarts the Oracle Application Server. Before running the installer, notify any users who might be working with the server that a restart will occur.

Before you start

Halt the execution of any jobs in the ERP system that might update ERP data which must be synchronized with Advisor. This data includes the creation or update of users, invoices, documents, vendors or markview queues.

Ensure that Java version 1.5 is installed.

Starting the installer

The installer populates some fields based on entries in the Target Registry Service file. (Installing MarkView for Accounts Payable creates the TRS file.) However, some information, like passwords, is not saved to the file.

  1. On the Application Server, log in as a user with read/write privileges.
  2. Navigate to the installer bin directory. The bin directory was created when you downloaded and decompressed the installer.
  3. Run the following command:
    Unix: ./install.sh
        Windows: install.bat

    The installer interface opens.

Running the Installer

  1. Select MarkView Advisor as the product to install and click Next.
    The installer verifies that the version of MarkView for Accounts Payable is current.
  2. Continue as follows:
    For installation type, select Standard Full Install and click Next.
    Click Select Folder and select the MarkView installation directory from your previous installation, and click Next. To locate the MarkView installation directory, search for a directory that contains the following:
    • <file> target_registry.properties
    • <file> target_registry_service.properties
    • <dir> tools
    • <dir> applications
    • <dir> lib
Note: If you do not select the appropriate installation directory, the upgrade will fail. The MarkView schema connection window opens.
  1. Using the installation worksheet, enter the MarkView Schema password and click Next.
  2. Complete the Advisor schema connection information and click Next. An application server information window opens.
  3. Using the installation worksheet, complete the OAS Adm Password field and click Next.
  4. When prompted to enter application server information for Advisor:
    • Enter the name of the Advisor instance on the application server, for example advisor.
    • Enter the name of the Advisor group to which the Advisor instance belongs, for example, advisor_group.
      If you did not already create a group, the installer prompts you to do so.
    • Click Next.
  5. If you do not have an instance of Advisor running, the application prompts you to create one. If prompted, click Yes.
  6. Enter a communications secret passphrase and click Next.
    • In the summary window, verify your settings and click Next.
    • When the upgrade finishes, a message indicates that the upgrade succeeded or failed.
    • The upgrade creates a log file in the Advisor installation directory that you selected during the upgrade.
    • If the upgrade fails, check the log file for errors. Fix the problem and retry the upgrade. If the upgrade fails again, contact Kofax Technical Support.
    • Save the log files for future reference.
  7. Click Exit to complete the upgrade.

Resolved Issues

Defect 30561

  • Product: Advisor
  • Date added: 2009-08-14
    • Business User Working Folders report has negative values in the Days until Due column for invoices that are past due.

Defect 31905

  • Product: Advisor
  • Date added: 2009-08-14
    • Credit memos appear as invoices with negative amounts which can cause the Unprocessed Financial Liability report to show negative percentages.

Defect 32012

  • Product: Advisor
  • Date added: 2009-08-14
    • Payment Term Detail Create and Update does not throw an exception if the Payment Term does not exist.

Defect 32635

  • Product: Advisor
  • Date added: 2009-08-14
    • Invoice is appearing in Potential Duplicate Invoices report, and it is older than 30 days.

Defect 32805

  • Product: Advisor
  • Date added: 2009-08-14
    • Managing Productivity Overview - Business User - New Invoices and Invoices Processed calculations are incremented with reassign

Defect 33044

  • Product: Advisor
  • Date added: 2009-08-14
    • Invoices do not appear in the Discounts Coming Due report until the terms-date is in the present.

Defect 33522

  • Product: Advisor
  • Date added: 2009-08-14
    • The Admin user is in the Reassign LOV when reassigning Non-PO Invoice in Approval and Coding queue.

Defect 33653

  • Product: Advisor
  • Date added: 2009-08-14
    • Purchasing resolution should be categorized as a Business User Backlog queue.

Defect 33931

  • Product: Advisor
  • Date added: 2009-08-14
    • If a user responsible to reassign or escalate designates an alternate user, the email notification goes to the initial user not to the alternate user.

Defect 34138

  • Product: Advisor
  • Date added: 2009-08-14
    • Having the Finance Manager role does not always allow Increase Priority, Escalate and Reassign actions; MarkView permissions are required.

Defect 34365

  • Product: Advisor
  • Date added: 2009-08-14
    • Advisor ./coldsync-import.sh script displays an inaccurate message when a data directory is empty or missing.

Defect 34388

  • Product: Advisor
  • Date added: 2009-08-14
    • Some Advisor reports display incorrect values in the Days Until Due column.

Defect 34532

  • Product: Advisor
  • Date added: 2009-08-14
    • Advisor Automatic Actions do not execute.

Defect 34601

  • Product: Advisor
  • Date added: 2009-08-14
    • Users that have an end date that is older than today (disabled) appear as AP Processor.

Defect 34649

  • Product: Advisor
  • Date added: 2009-08-14
    • External processes like OA invoice validation cause Advisor to send update messages although the data has not been updated.

Defect 34603

  • Product: Installation
  • Date added: 2009-08-14
    • The installation directory for 6.4 Advisor only upgrade must be the same as the original installation directory for MarkView

Keywords: user guide, documentation